AgencyOS

Built on ArtMetrics

Support / Retention

RetentionOS

Churn prevention, health scoring, and renewal forecasting.

available
Preview delivery workspaceMarketplace

Service Packages

Service Packages in a Box: client intake, kickoff, dependency checklist, project plan, SOPs, MarketX assistant, delivery workspace, client portal, reports, QA, handoff, and upsell path.

Service package scaffold

This plugin can be added to proposal only or installed as a draft tenant service package.

Problem / Outcome Summary

Business problem

Retention becomes reactive when account health, risk, usage, support, and QBR signals are not unified.

Business impact

lower churnmore predictable renewals

Operational symptoms

  • churn risk appears late
  • renewal forecast is weak
  • health score is subjective

Recommended user

Account managerCOOExecutive

Install / Configure

Tooling Included

Tools, workflows, templates, dashboards, AI actions, automations, integrations, and KPI tracking are defined in the AgencyOS registry.

Tools

RetentionOS Workspace

workflow

Operational workspace for RetentionOS tasks, owners, and outcomes.

RetentionOS Dashboard

dashboard

Manager visibility and KPI reporting for RetentionOS.

RetentionOS Implementation Checklist

checklist

Step-by-step install and operationalization checklist for RetentionOS.

Workflows

Generate implementation plan

generate

Ask MarketX to generate the fastest implementation path for RetentionOS.

Assign owner

assign

Assign the operating owner and fallback escalation owner.

Add to RevMax proposal

create_proposal

Generate a proposal-ready section for RetentionOS.

Templates

RetentionOS SOP

sop

Standard operating procedure for installing and running RetentionOS.

RetentionOS Proposal Section

proposal_section

RevMax-ready proposal insert with problem, system, phases, KPIs, and value.

RetentionOS Dashboard Template

dashboard_template

Default reporting layout for executive and manager visibility.

Dashboards

RetentionOS Executive Dashboard

scorecard, trend, exception table

Executive rollup for RetentionOS outcomes, risk, and implementation progress.

RetentionOS Operator Queue

table, kanban

Daily action queue and blocked-work visibility for RetentionOS.

AI Actions

Diagnose RetentionOS gap

system recommendation

Which RetentionOS workflow should we install first for this client?

Write RetentionOS proposal insert

RevMax proposal section

Explain RetentionOS to an executive buyer.

Automations

RetentionOS task routing

low

New workflow item created -> Assign owner, due date, and escalation rule

RetentionOS exception alert

medium

KPI or SLA misses threshold -> Create manager review task and MarketX summary

Integrations

RetentionOS

available

manual import and demo-local workflow

KPIs

Account Health

leading

Improve 20% in 60 days

Renewal Forecast

operational

Tracked weekly

Churn Risk

lagging

Tracked weekly

Interactive Preview

Operational workspace for RetentionOS tasks, owners, and outcomes.

RetentionOS Workspace

Step 1

diagnose bottleneck

Step 2

install workflow

Step 3

assign owners

Step 4

activate reporting

Step 5

optimize with MarketX

Implementation Plan

Quick wins, operationalization, visibility/reporting, AI optimization, and enterprise scaling.

1

Install quick-win workspace

Create the core workspace, owner queue, demo data, and first checklist.

quick-winsAccount manager1-2 days
2

Operationalize workflow

Assign roles, configure required fields, connect fallback modes, and define approval gates.

operationalizationAccount manager3-5 days
3

Add visibility layer

Install dashboards, KPI trackers, alerts, and manager exceptions.

reportingAccount manager2-4 days
4

Enable MarketX actions

Enable AI prompts, proposal inserts, roadmap generation, and conflict checks with approval gates.

ai-optimizationAccount manager1-3 days
5

Scale controls

Add permissions, multi-location variants, audit trail, and handoff outputs.

enterprise-scalingAccount manager1-2 weeks
Install RetentionOS

This will add

RetentionOS Workspace
RetentionOS Dashboard
RetentionOS Implementation Checklist
RetentionOS Executive Dashboard
RetentionOS Operator Queue
RetentionOS SOP
RetentionOS Proposal Section
MarketX implementation architect context
RevMax proposal section

Required setup

Fallback: can run manually without integrations. Demo install state is local until persistence is wired.

Related Systems

Prerequisites

none

Commonly paired

qbropsexpansionenginesupportops

Ask MarketX

MarketX uses AgencyOS registry context as the implementation architect.

Recommended deployment order

1quick wins
2operationalization
3visibility/reporting
4AI optimization
5enterprise scaling

Missing dependencies: pixelguard

Proposal Usage

Add this system to a RevMax proposal with implementation steps, KPIs, business value, and demo proof.

Generated proposal-ready section

RetentionOS Proposal Section

RetentionOS addresses the operational bottleneck by installing repeatable workflow infrastructure with measurable outcomes.

Account HealthRenewal ForecastChurn Risk