Product

Everything that happens before the renewal call

Keepwell reads the tools your agency already runs on, scores every retainer each Monday, and hands the account lead a reason and an agenda while there is still a month to act.

See what it costs

A Monday note that names the client and the reason

At 8:00 AM in your own time zone, each account lead gets one short email: which of their retainers moved, by how much, and the event behind it.

Only what changed
A quiet week is a one-line note, so nobody learns to skim it.
One per lead
Dana sees her seven clients. The owner sees all twenty-three.

3 of your 7 clients moved this week

To Dana · Monday, 8:00 AM ET

  • Wexford Realty

    Three weeks under scope, and Thursday’s check-in was skipped

    At risk · 48

    −19 this week

  • Brickyard Coffee

    Replies slowed from 5 hours to 2 days

    Watch · 59

    −8 this week

  • Ferro Fitness

    September invoice paid 9 days early

    Healthy · 92

    +4 this week

4 others held steady

Open the draft agenda

Scope burn, before it becomes a refund

Keepwell sets the hours you logged against the hours you sold, week by week. Three weeks well under scope is the earliest sign a client is drifting away.

Under and over
A client using 62% of what they pay for is a warning. So is one using 140%.
By kind of work
Strategy, creative and account hours are counted apart, so you can see what stopped.

Hours logged against 40 h a week sold

Wexford Realty

38%

under scope, last 3 weeks

  • 41

    Jul 20

  • 38

    Jul 27

  • 43

    Aug 3

  • 36

    Aug 10

  • 33

    Aug 17

  • 26

    Aug 24

  • 25

    Aug 31

  • 24

    Sep 7

Logged

Under scope

40 h sold

−21 on this week’s score

A check-in agenda, already drafted

Every flag arrives with the three things worth raising on the call, written from the signals that moved the score. Edit it, send the invite, and the check-in is on the calendar.

Questions, not blame
Each point is phrased the way a good account lead would ask it.
Counted when held
A check-in that happens lifts the score the following Monday.

Wexford accepted

Check-in with Wexford Realty

Thu, Sep 17 · 2:00 PM ET · 30 min

  1. 1

    Listing videos are running 38% under plan. Is four a month still the right number?

    Scope burn

  2. 2

    Two approvals sat for six days. Who signs off now that marketing has a new lead?

    Reply time

  3. 3

    August was paid 16 days late. Did something change in how invoices get approved?

    Invoice timing

Send the invite

Edit the agenda

The whole book, by account lead

Owners see each lead’s clients, the revenue renewing in the next 90 days, and how much of it sits behind a slipping score. It is the Monday stand-up on one screen.

Revenue at risk
Monthly retainer value behind every Watch and At risk client, totaled per lead.
Fair by design
A client is compared with its own history, never one lead with another.

Account leads

$16,450/mo sits behind a Watch or At risk score

Lead Clients Renewing, 90 days At risk
Dana W.
7
$21,300/mo $8,400
Theo M.
6
$14,350/mo $0
Alma R.
5
$9,950/mo $3,750
Sam K.
5
$11,200/mo $4,300

It reads the tools you already pay for

Connect one of each kind and the first scores arrive the next morning. Every connection is read-only, and nothing is installed on a client’s side.

  • Hourline

    Time tracking

    Hours per client, per week

    Read-only

  • Tallymark

    Time tracking

    Hours by kind of work

    Read-only

  • Punchclock

    Time tracking

    Hours per client, per week

    Read-only

  • Postroom

    Shared inbox

    Reply times, never the message

    Read-only

  • Threadbox

    Shared inbox

    Reply times, never the message

    Read-only

  • Slatebook

    Calendar

    Standing calls held, moved or skipped

    Read-only

  • Cuecard

    Scheduling

    Check-ins booked and declined

    Read-only

  • Billet

    Invoicing

    Invoice dates and days to pay

    Read-only

  • Paperlane

    Accounting

    Invoice dates and days to pay

    Read-only

Using something else? A weekly CSV dropped in a shared folder works for hours and invoices.

Ask about a connection

What a few weeks of warning is worth

214 agencies · Jan–Aug 2026

Median warning before a retainer's renewal date
38 days
Of flagged retainers renewed after a check-in
91.4%
Median monthly retainer value kept per agency
$9,850
From sign-up to the first weekly scores
17 min

Read-only, and nothing a client ever sees

Keepwell scores a retainer from the shape of the work, not its contents. Here is exactly what it reads from your tools, and what it has no way to do.

Read the security page
Hours, by client and by week
The totals your team already logs. No task names, no notes, no screenshots.
Reads
When a message was sent and answered
Timestamps and who replied. Never a subject line, never the text.
Reads
Whether a standing call happened
The event, the company on the other side, and whether it was moved or skipped.
Reads
Invoice dates and days to pay
Amounts are optional, and you can switch them off client by client.
Reads
Contact one of your clients
Keepwell has no way to send anything outside your own workspace.
Never
Write to your tools
Every connection is read-only, and an owner can revoke it in one click.
Never

See it on your own book of clients

Connect your time tracker and inbox today and read the first scores tomorrow morning. Fourteen days free, no card needed.

Start a 14-day trial Book a 20-minute tour

Renewed

9:14 AM ET

Wexford Realty renewed

12 more months at $8,400/mo, signed after the Sep 17 check-in.

Health 48 → 74 in three weeks