Reporting & Retention Agent

Updated June 12, 2026

Reporting & Retention is the agent that tells you which clients are slipping, before they leave. It runs weekly, without manual pulls.

What it does

Every week, for each client, the agent does two things:

  1. Scores churn risk. Each client gets a churn-risk score, and high-risk clients are flagged early, before the renewal conversation, while there’s still time to step in.
  2. Writes an outcome narrative. A plain-English account of how your work ties to real results: revenue and conversions from Google Analytics and ads, and organic growth from Search Console, not just follower counts.

The point of the narrative is retention. Clients leave when they can’t see the connection between what you do and what they get; outcome-based reporting makes that connection explicit, in numbers a client cares about.

Data sources

The revenue, conversion, and organic-growth signals come from connected sources: Google Analytics, ad accounts, and Google Search Console. Connecting these for each client is what turns the narrative from engagement metrics into business outcomes. See the integrations overview for how to connect them.

How it surfaces and escalates

This agent’s output is information, not action. At-risk clients are flagged so you can step in. The agent doesn’t contact clients or change anything about the account. Flagged clients also surface in the Owner Digest, which includes at-risk clients in its daily brief, and you can ask the AI Copilot “which clients are at risk?” at any time for the current picture.

Guardrails

  • Runs on a schedule, visibly. Weekly scores and narratives, no manual pulls, and like every agent, its activity and credit usage appear in the per-agent breakdowns described in AI Credits and Budget Guardrails.
  • Grounded in real data. Narratives are tied to your connected analytics, ads, and search data rather than generic claims.

What it won’t do

  • It won’t reach out to clients. Risk scores and narratives are for your team; the conversation with the client is yours.
  • It won’t reduce reporting to vanity metrics. The narrative is built around revenue, conversions, and organic growth, not follower counts.
  • It won’t act on a risk score. Flagging is the end of its job: deciding what to do about a slipping client is a human call.