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Short check-ins to every stakeholder after each sprint, tickets with an owner when someone scores you low, and case studies from the clients who love your work. Hear the doubts before the renewal call.
Avg score
7.3
Example data
NPS this sprint
7
3 of 4 stakeholders
Open tickets
5
2 overdue
Stakeholders · per-person NPS
9 / Promoter · Sam Vega · CEO
Case-study prompt sent · review request queued
Sprint check-in · Sprint 14
Auto-fires Friday · 4 stakeholders
Every stakeholder
Not just "the contact". A short check-in to each person at sprint end.
Lead pinged in Slack
A low score opens a ticket with the account lead as owner.
One record per account
Each stakeholder's answers and open tickets on one client record.
Captured on 9-10
A short prompt asks for a few lines and permission to use them.
Your account lead said it was fine. The CFO of the client thinks it's fine. The Marketing Director — the one who actually decides — went silent three weeks ago. By the time you ask why, the contract is already in committee.
One survey to one person isn't a temperature check, it's a guess. The quietest stakeholder on the account is often the one who cancels.
Your most successful clients never make it onto your homepage. Why? Nobody asks at the right moment, and when you do remember, they're too busy to write one. A 9 / Promoter NPS is a case study you didn't collect.
Asana knows the tasks. Harvest knows the hours. HubSpot knows the deal. Nobody sees that a stakeholder went quiet two weeks ago. Informly does.
Tasks in Asana. Hours in Harvest. Deals in HubSpot. Retros in Notion. Status in Slack threads. Vibes everywhere.
Sprint check-in surveys all 4 stakeholders. Detractor opens ticket auto-routed to account lead. Promoter triggers case-study capture.
Detractor to save
Sprint end · Friday
Sprint 14 · Vega Brewing · 4 stakeholders
Multi-stakeholder NPS
A short check-in for each person
Detractor flagged
Jaco V. · CFO · 5 · "not seeing ROI"
Account-lead Slack-pinged
Sasha V. · ticket assigned · Slack ping
Retainer renewed
Renewal call goes ahead with no surprises
Promoter to new retainer
Promoter NPS · 9-10
Sam Vega · CEO · "best campaign yet"
Case-study capture
1-question prompt · 3 lines · approved
Warm intro request
"Who else in your network?" · referral link
Review request
Link to the review page you choose
New retainer in pipeline
Intro tracked back to Sam
Multi-stakeholder sprint check-ins.
Every sprint, every stakeholder, not just the contact. Quick to answer. See scores per person and per account, and hear the doubts before the renewal.
Explore Surveys
Low score → ticket for the account lead.
A low score opens a ticket assigned to the account lead and pings them in Slack. Informly AI drafts a reply they can edit and send before the next sprint review.
Explore Ticketing
Retainer profile · stakeholder-aware.
Every stakeholder, score and ticket on one client record. Tag people by role and see who's a fan and who has doubts before the QBR.
Explore Contacts
Case studies and reviews.
A 9 or 10 shows a one-question prompt: "What changed for you?" Three lines, approved, ready for your homepage. Then it asks for a review with a link to the page you choose.
Explore Testimonials
Promoter → warm intro pipeline.
A CEO who scored you highly is asked, "Who in your network would benefit?" and gets a personal referral link. Every intro is tracked back to the client who sent it.
Explore Referrals
Long-retainer advocate program.
12-month clients get founders'-circle access — quarterly roundtables, early product previews, joint case studies. Recognized as advocates inside your team and outside it.
Explore Loyalty
Save the retainer before the renewal call
Friday end-of-sprint check-in surveys all 4 stakeholders. The CFO rates 5 and writes "not seeing the ROI numbers." Ticket auto-opens, assigned to Sasha (account lead), Slack-pinged. She books a working session for Monday to walk the numbers. The renewal call goes ahead with no surprises.
Case study captured while they're keen
A 9 or 10 shows a short prompt: "What changed for Vega Brewing this quarter?" Sam writes three lines. The prompt asks "Can we use this?" and he taps yes. The quote lands in your testimonials list, ready for your designer.
Warm intros from clients who love your work
Sam, fresh off a 9, sees: "Know another founder dealing with this?" He gets a personal referral link to forward. The intro books a discovery call, and the referral is tracked back to Sam.
Informly AI reads every written answer for sentiment, urgency and the reason, so you can brief delivery before sprint planning.
Example data · last 90 days · all retainers
AI insights
Sentiment trend · 30d
+13%58%
Promoter
28%
Passive
14%
Detractor
Themes · auto-clustered
5 of 11Top reason in low scores
ROI reporting comes up in low scores across 4 retainers. Worth a standard ROI slide in every sprint review.
Top quotes · this week
"Sasha brought a deck I could show our board on Monday. That doesn't happen with most agencies."
"I keep asking for ROI numbers and getting impressions instead. Different language."
"Best agency we've worked with on retainer in 4 years. Already renewed for year 2."
NPS
48
+11
Retention
92%
+8pt
Case studies / Q
9
+6
Warm-intro pipeline
$184K
+62%
Slack for your account team today, plus Shopify, WooCommerce and Square for clients who sell. More integrations are on the way.
Slack
Low-score alerts · new tickets for the account lead
Stakeholder check-ins and replies
Shopify
For clients who sell online
WooCommerce
For clients who sell online
Square
For clients with a shop or venue
Apple Wallet
Loyalty passes with push messages
Google Wallet
Loyalty passes with push messages
More integrations on the way.
Scores per retainer and per stakeholder, open tickets, case studies and referrals. Spot the retainer slipping before next month's P&L lands.
All retainers · last 90 days
Principal dashboard
NPS
48
+11
Retention
92%
+8pt
Warm-intro pipe
$184K
+62%
Score movers · this week
Reviews + case studies · this quarter
Informly is pre-launch. We're working closely with a small group of founding agencies to ship what principals and account leads actually want. If you're tired of losing retainers at month nine, this is the program below.
A free plan to start. Paid plans are priced per location, per month, with local rates by country. Every plan includes every module.
Free forever
Every module for one location, free for as long as you like.
Per location, per month
Local pricing by country
Everything in Free, plus more locations, every integration and team controls.
Restaurants
Tabletop surveys, wallet-pass loyalty and review requests
See restaurants
Hotels
Mid-stay surveys, direct-booking win-backs and review requests
See hotels
Medical clinics
Post-visit surveys and no-show follow-ups
See medical clinics
Salons & beauty
Chair-side surveys and booking-cycle loyalty
See salons & beauty
Spas & beauty clinics
Package-completion loyalty and review requests
See spas & beauty clinics
Gyms & fitness
Onboarding NPS and members at risk of leaving
See gyms & fitness
Auto workshops
Post-service surveys and service-cycle loyalty
See auto workshops
Start on the free plan today, or book a walkthrough and we’ll show you round with your business in mind.
Free planEvery module includedUpgrade when you grow
