NewYour AI employee is one email away →
Make moneyRuns on a schedule

Know which clients are about to leave while there is still time to keep them

Every morning Viktor checks each client's results, messages and invoices, tells your team who is at risk and what to do, and drafts the weekly update for your approval.

Viktor asks a few setup questions, shows you a first result, then keeps it running

Already use Viktor? Open in Viktor. Nothing sends until you press enter.

The prompt

I run an agency with [number] clients. Every weekday at [time], check each client's health: their results against goal in [Meta Ads / Google Ads / GoHighLevel], how fast we answered them in [their Slack channel or email], whether they have gone quiet, any overdue invoice, and their contract end date from [where contracts live]. Post one list for the account team with each client marked green, amber or red, the reason, and the one thing we should do this week. Every [day of week], draft a short update for each client written against their goals and show it to me. Do not send anything to a client until I approve it.

Words in [brackets] are yours to fill in. Viktor asks for anything else he needs.

What Viktor does

  1. Reads each client's results (Meta Ads, Google Ads, Google Analytics, GoHighLevel), their Slack or email channel, recent call notes and invoice status every morning

  2. Scores each client green, amber or red with the reason: results below goal, messages unanswered, the client gone quiet, an overdue invoice or a contract end date coming up

  3. Posts one list to the account team: who is at risk, why, and the one action to take this week

  4. Drafts a short weekly update per client written against that client's goals and holds it for approval

  5. Tracks which flagged clients got the action and which renewed

How we count the outcome

Annual retainer value of clients Viktor flagged amber or red at least 14 days before renewal, that got the suggested action, and renewed (USD per year)

Example with typical numbers, not a customer result.

Estimate: 15 clients at a median retainer of $3,000 a month. Keeping 1 client a year who would have left is $36,000 of retainer kept. Doing the same health review by hand: 15 clients x 4.33 weeks x 20 min x 0.5 = about 10.8 hours a month, about $586 of account manager time.

Proof

O8 puts the team capacity Viktor freed at $200K to $400K a year. Client reporting alone used to take 2 hours a week per client.
Seth Viebrock, O8
Read the case study →

Works with

Needs

Also uses

What it sets up

1 daily client health check, 1 weekly update draft per client (or one batched task)

Your first result

The first client health list arrives in the same conversation, from data already connected.

Questions

No. Viktor drafts each client update and shows it to you first. Nothing goes to a client until you approve it.

4.8 on G2G2 rating: 4.8 out of 5 stars

Pick one outcome and
hand it over today.

Paste a use case into Viktor. He asks what he needs and shows you a first result in the same conversation.

Get Started for Free