Keep Clients Engaged Long After Delivery

Marketing campaigns and client projects are only the beginning. Field Suite Pro ensures your agency follows up consistently, retains clients, and maximizes revenue from every account — without adding more chaos to your team.

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What We Actually Build

1

Follow-Up & Reminder Engine

  • What it is: A system that schedules post-project check-ins, retainer reminders, and campaign follow-ups.
  • What it does: Ensures no client is forgotten and that you capture opportunities to upsell or re-engage.
  • What it's not: Spammy emails or generic automation.
2

Visibility & Ownership

  • What it is: Clear ownership for every client account.
  • What it does: Assigns tasks to the right team member, tracks overdue follow-ups, and provides management with real-time visibility.
3

Lifecycle Tracking

  • What it is: Track where each client is in their lifecycle.
  • Examples: New → Active Project → Retainer → At-Risk → Renewal → Inactive.
  • Why it matters: Identify at-risk clients before they leave, and keep revenue predictable.
4

Tool Integration (Optional)

  • What it is: Integrates with tools you already use, like CRM, email, billing, and project management systems.
  • Trust line: No forced software — we enhance your existing workflows.

How This Gets Tailored for Agencies

The core systems remain consistent. For marketing agencies:

Choose Your Agency Setup

Starter Retention System
$2,997
One-time setup + $97/month
  • Foundational follow-up system for new or small agencies
  • Post-project and retainer reminders
  • Basic lifecycle tracking for clients
  • 30-day stabilization support
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Most Popular
Retention Operations Suite
$4,497
One-time setup + $147/month
  • Everything in Starter, plus:
  • Automated client re-engagement workflows
  • AI-assisted email templates for outreach and upsells
  • Advanced client grouping for personalized follow-ups
  • Monthly optimization and priority support
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Retention Infrastructure & Scale
$7,997
One-time setup + $247/month
  • Everything in Professional, plus:
  • Custom workflows for complex client journeys
  • Integration with advanced tools and dashboards
  • Dedicated retention systems advisor
  • Quarterly strategy sessions, team training, and white-glove support
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Client Retention Shouldn't Be Left to Memory

Field Suite Pro keeps every client accounted for, every follow-up completed, and every opportunity captured — so your agency can focus on growth and creative work.

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30-minute call • No pressure • See if it's a fit