Free Resource for Agency Owners

See Client Churn Coming Before It Happens.

Your account managers are on calls every day. Clients are telling them exactly how they feel. But none of it ever gets to you. This free guide shows you how to set up AI call analysis that catches churn signals, scores AM performance, and puts a daily summary in your inbox.

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Sound familiar?

Clients cancel with zero warning

The signs were there for weeks, buried in calls nobody reviewed. By the time you get the cancellation email, the relationship was already dead.

No visibility into AM performance

Is your AM coming prepared with data? Or saying "I'll check with my team" five times per call? You don't know unless you sit on every call.

The only alternative costs a full salary

Hiring someone to sit on calls, review transcripts, and coach reps is expensive, doesn't scale, and still only covers a fraction of conversations.

Who This Is For Built for agency leadership

This guide is for agency owners, directors of account management, and anyone responsible for client retention at a digital marketing agency. If your team is on calls with clients every day and you don't have visibility into how those conversations are going, this is for you.

Agency owners

Who find out about unhappy clients after the cancellation email arrives

Directors of AM

Who need to coach reps and track call quality without sitting on every call

Account managers

Who want structured follow-ups and clear action items after every client call

Growth teams

Who need to spot upsell signals and expansion opportunities buried in conversations

What's Inside Here's what you'll learn

Step-by-Step Setup

Everything you need, using tools you probably already have. Fathom, Zapier, and an AI subscription.

The Exact AI Prompt

Not a generic "summarize this call" prompt. A detailed 10-section analysis that catches churn signals, AM competency issues, and upsell opportunities.

Daily Inbox Summaries

30 seconds per client. Know exactly where every account stands before your morning coffee.

AM Performance Scoring

Track how prepared your AMs are, how many times they say "I don't know," and whether clients leave calls feeling confident.

Churn Risk Assessment

Every call scored LOW, MEDIUM, or HIGH with specific reasoning and recommended next steps.

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