Otherwise you're rebuilding your process every time 😅
Deliver - n8n.io for automations and client systems Retain - floment.ai for client projects, tasks, improvements, and next actions Prospect → Close → Deliver → Track → Retain.
The biggest shift for me was treating retention as part of the workflow, not something you think about when a client is about to leave.
What's been the hardest part to systemize in your agency?