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I switched from sending weekly client updates to monthly ones about six months ago.

Our agency's renewal rate jumped from 75% to 92% in that time, and I think it's because the monthly reports show more meaningful progress. We stopped drowning them in data and started telling a clearer story. Has anyone else seen a big change from adjusting their reporting schedule?
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miles_roberts22
That renewal rate jump is impressive, but I always wonder about other factors. A 17 point swing is huge, and six months is a pretty short time to pin it all on the report schedule. Did any of your service terms or pricing change around the same time? It could just be a really good quarter with a lucky client mix.
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chen.hugo
chen.hugo6d ago
Our sales team saw the same jump in Q2 after we moved to monthly reports. @miles_roberts22 is right that a 17 point change is big, but we had zero price or term changes in that window. The data showed clients were just way more engaged once they got updates more often. It wasn't a lucky mix, we lost a couple big accounts and still grew. The schedule shift let us catch problems before renewal talks even started.
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