Retention
The Account Outlives Everyone Who Ever Worked On It
Client relationships now average seven years while agency teams turn over every five. Nobody built a handoff process for that gap.
Retention
Health Tech's Two-Sided Turnover Problem
Health tech customers churn at 18.5% a year. Your CSMs inherit accounts where nobody on either side remembers what was agreed.
Retention
When an Advisor Leaves a Financial Firm, 19% of the Client Assets Go With Them
Cerulli found 19% of client assets vanish when an advisor changes firms. The cause isn't competence, it's context, and HR owns the fix.
Retention
Insurance Has the Opposite Turnover Problem — and It's Worse
Insurance retention looks enviable at 7.6% turnover, but low churn hides a succession crisis: the people staying longest are leaving soon.
Retention
Year Three: When a Startup Forgets How It Got Here
Retention
The ROI of the First 90 Days: Making the Business Case for Onboarding
Every dollar you don't spend on onboarding, you're already spending on departures. Here's the ROI math to bring to budget season.