Hear about churn before the notice email.
Every retainer client on one board, scored Healthy, Watch or At risk from six signals: last contact, your account manager’s weekly pulse, results against target, overdue work, late invoices and the renewal date. Each account shows the reason, like “No contact in 34 days”.
- Built for marketing agencies
- Six signals, scored every week
- Free 7-day trial at launch
- Printable portfolio report
Try it: sort the board, open an account, rate this week’s pulse.
Sample data for a fictional agency. Changes stay in your browser.Your team rates. The board scores.
Add your accounts
Paste your client list with each account manager, services, monthly retainer and renewal date. Add the KPIs you report on, with a monthly target.
Log and rate
Log calls, meetings, emails and reports as they happen, and rate every account 1 to 5 on the Weekly pulse page: one click each.
See risk early
Each account is scored Healthy, Watch or At risk from six signals, with the top reason and the trend. Sort the board by risk and print the portfolio report.
Estimate the time you'd get back.
Two plans, plus custom.
Studio is for up to 25 client accounts. Agency covers unlimited accounts. Both include all six signals, the weekly pulse, renewals and your logo on the portfolio report, with a 7-day free trial. Prices in US dollars.
For up to 25 client accounts
- Up to 25 active accounts
- Board, weekly pulse & renewals
- Printable portfolio report
- Email support
For agencies with a full roster
- Unlimited accounts and account managers
- Everything in Studio
- Staff and view-only users
- Priority support
For larger teams or bespoke needs
- Custom sections and reports
- Integrations and single sign-on
- Onboarding and data migration
- Volume pricing
Your client roster, kept inside your agency.
Health scores, pulses and notes are candid. Here's how we keep them private.
“nvisin started with a simple frustration: the reports we sent every month were careful and correct, and hardly anyone read them. Every tool we build fixes that for one industry, so your work reaches your clients clearly, under your name.”Jake, founder of nvisin
What our customers say.
“Quote goes here.”
Questions agencies ask
How is the health score worked out?
Each of the six signals is good, watch or at risk. Good counts 100, watch 50 and at risk 0, weighted (pulse 25, contact 20, results 20, billing 15, deliverables 10, renewal 10) over the signals that have data. 75 and up is Healthy, 50 and up is Watch, below that At risk. One red signal never shows Healthy: it caps the account at Watch.
Where does the data come from?
Your team, in v1. Log a call, meeting, email or report in a couple of clicks, rate the weekly pulse, type or paste each month’s KPI results, and add invoices and deliverables by hand. Paste a list from a spreadsheet to add many accounts at once.
Does it sync with HubSpot, Google Analytics or QuickBooks?
Not yet. Pulling last contact from HubSpot, Gmail or Outlook, KPIs from Google Analytics, Google Ads and Meta, and invoices from QuickBooks or Xero is on the roadmap. For now those are typed or pasted in.
Can I change the thresholds?
Yes. In Settings you set when each signal turns watch or at risk (for example no contact for 14 days is watch and 30 is at risk) and how much each one weighs. A weight of 0 leaves a signal out.
Do clients see any of this?
No. The board is for your team only. There is no client link: scores, pulses and notes stay inside your agency.
Does it remind account managers or alert me when an account turns red?
Not yet. The board and the report show every change, with the trend against last week. Friday pulse reminders and an alert when an account turns red are next.
Setting it up? Follow Getting started with Client Health Board, step by step.
Who uses Client Health Board
Score every retainer Healthy, Watch or At risk from six signals, and spot churn before the renewal call.
See which accounts have gone quiet, missed their targets or paid late, on one board.
Keep account managers' weekly pulse and every renewal date in one place instead of a spreadsheet.
Stop finding out from the cancellation email.
Setup takes about 10 minutes: your logo, your list of services, then paste your accounts from a spreadsheet with their retainer and renewal date.
Start setup →