Turn Campaign Data Into Client Retention
Give your clients real-time visibility into campaign health. Show ROI, flag risks, and prevent churn before it happens.
Start 14-Day Trial
Give your clients real-time visibility into campaign health. Show ROI, flag risks, and prevent churn before it happens.
Start 14-Day Trial
Real-time dashboard showing connection acceptance rate, reply rate, sequence fatigue, and pipeline distribution. Your clients see exactly what's working.
Automated fix recommendations ranked by impact. Surface the top three improvements per account so clients know exactly what to do next.
Flag accounts heading for cancellation 30 days early. Predict churn risk based on health trajectory and alert your team to save deals.
Serve it under your own domain. Your branding, your client relationships. Portal login is seamless for end-users.
Track adoption, engagement, and value-add metrics across your client base. Justify expansion or upsell with usage data.
Plugs directly into Sales Connector data. No API juggling, no manual syncs. New client? Portal auto-populates in 5 minutes.
Unlimited portal users. Included: health dashboard, AI fix recommendations, churn alerts, analytics.
Add Client Health Portal to your client tier and start collecting success fees from retention value.
Get StartedThe Wishdeal Factory scores every idea against 10 Adoptability axes, separate from raw quality. Here are the numbers we surface for this one.
Know why you win. Know why you lose. Act before the next quarter.
AI operations infrastructure built for the firms that run everything else.
Lapsed policies, recovered at scale.
Everything on this page. The brand, the score, the Fermi math, the audio pitch.
ICP, MVP scope, first 7 build tasks, 30/60/90 launch plan, GTM, email drip, LinkedIn message, objections, risk memo.
Unlock dossierDossier plus the working code starter, brand assets, copy library, and outreach pack.
See adopt scopeHire the team that built this to install, customize, and run launch with you.
See scope