Know which retainers are at risk before the review.
RelayLine reads the client email, meeting invites and call recaps your account teams already share, and flags clients who are cooling off, with the reason in plain language.
What RelayLine watches for.
Status threads go quiet, invoice questions don’t
When a client stops replying to updates but keeps asking about the bill, RelayLine flags the shift in tone and attention.
A new CMO joins the thread
New people on the client’s side, on email or meeting invites, are flagged once a relationship has some history.
“We may bring it in-house”
Talk of other agencies, in-house teams, or not seeing results is quoted word for word from calls and checked against the transcript.
The weekly status call keeps moving
Cancellations and reschedules are counted by which side made them. A client cancelling twice in a month means more than your team moving one.
How agencies set it up
One capture address per client. No inbox access, no bot on your calls, and nothing for clients to install.
- CC the client’s capture address on account email, or forward threads when it’s easier.
- Connect your calendar once, and Zoom, Google Meet and Teams transcripts come in on their own.
- Pick “Marketing or PR agency” in Settings so emails and calls are read with agency relationships in mind.