For agencies

Don't lose the retainer at month nine.

Per-client satisfaction surveys, retainer-health scoring, post-sprint check-ins, and case-study capture from happy clients — wired to HubSpot, Harvest, Asana, Slack. Catch the unhappy stakeholder before they ghost the renewal call.

Start for free See the retainer-health loop

Wired to HubSpot · Harvest · Asana · Slack
Per-stakeholder NPS, not just "the contact"
Auto case-study capture · 9-10 NPS

Account · Vega BrewingTrellis Studio

Retainer health

−14 (30d)

NPS this sprint

3 of 4 stakeholders

Open tickets

2 overdue

Stakeholders · per-person NPS

Sam Vega · CEO9
Mia O. · Marketing Dir7
Jaco V. · Finance5
Lin C. · Ops8

Jaco V. · 5 / Detractor · Slack-pinged Sasha

9 / Promoter · Sam Vega · CEO

Case-study prompt sent · G2 review request queued

Sprint check-in · Sprint 14

Auto-fires Friday · 4 stakeholders

Sprint NPS

Every stakeholder · 30s

Not just "the contact" · 1-tap per person · auto-fires sprint-end.

Detractor

Lead pinged < 60s

5-7 NPS opens a P2 · routed to account lead · SLA timer starts immediately.

Retainer health

Score per account

NPS + ticket + budget burn + comms cadence · weekly digest to partners.

Case studies

Captured on 9-10

Inline prompt · 3 lines · approved on the spot · designer-ready next week.

What agencies struggle with

Three reasons retainers churn at month nine.

"The client's happy" — until the renewal email goes unanswered.

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.

You survey "the contact" — not the stakeholders.

One survey to one person isn't a temperature check, it's a guess. Real retainer health is the bottom 25% of stakeholders on the account. That's who cancels.

Case studies happen by chance, not by process.

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.

Account-team consolidation

Slack threads, Notion docs, gut feel — or one retainer record.

Asana knows the tasks. Harvest knows the hours. HubSpot knows the deal. Nobody knows the stakeholder went quiet two weeks ago. We do.

Before · today6 systems · 0 talking

Retainer signals scattered across tools.

Tasks in Asana. Hours in Harvest. Deals in HubSpot. Retros in Notion. Status in Slack threads. Vibes everywhere.

One contact surveyed · 3 other stakeholders silent
Sprint retros happen · learnings never compound
Case studies promised, never delivered

With Informly1 platform · 6 modules

One retainer record · stakeholder-aware.

Sprint check-in surveys all 4 stakeholders. Detractor opens ticket auto-routed to account lead. Promoter triggers case-study capture.

Every sprint · every stakeholder surveyed in 1 tap
Detractor stakeholder → Slack ping in < 60s
Case-study capture auto-fires on 9 / Promoter

The retainer-health loop

Two flows · on autopilot · per retainer.

Detractor to save

Step 1

Sprint end · Friday

Sprint 14 · Vega Brewing · 4 stakeholders

Surveys

Multi-stakeholder NPS

1-tap per person · 30s to complete

Ticketing

Detractor flagged

Jaco V. · CFO · 5 · "not seeing ROI"

Contacts

Account-lead Slack-pinged

Sasha V. · plays save-the-retainer playbook

Step 5

Retainer renewed

Renewal call goes ahead with no surprises

Promoter to new retainer

Surveys

Promoter NPS · 9-10

Sam Vega · CEO · "best campaign yet"

Loyalty

Case-study capture

1-question prompt · 3 lines · approved

Referrals

Warm intro request

"Who else in your network?" · 18% reply

Testimonials

G2 / Clutch review

Platform-aware request · auto-routed

Step 5

New retainer in pipeline

Warm intro converts at 6× cold rate

The platform · ranked for agencies

The six modules that protect the retainer at month nine.

Lead module

Surveys

Multi-stakeholder sprint check-ins.

Every sprint, every stakeholder — not just the contact. One tap to complete. Per-person NPS, per-account roll-up, per-sprint trend. Catches the unhappy stakeholder before they ghost the renewal.

Explore Surveys

Lead module

Ticketing

Detractor → account lead < 60s.

5-7 NPS auto-opens a P2 ticket assigned to the retainer's account lead. Slack-pinged. SLA timer starts. Close-the-loop reply goes back to the stakeholder before the next sprint review.

Explore Ticketing

Lead module

Contacts

Retainer profile · stakeholder-aware.

Every stakeholder, every NPS, every sprint, every ticket — on one retainer record. Account-health score updates weekly. Champion/blocker mapping. The QBR dashboard you wish you had.

Explore Contacts

Core

Testimonials

Case study + G2 / Clutch capture.

9-10 NPS fires a 1-question case-study prompt: "What changed for you?" — 3 lines, approved, on your homepage next week. Platform-aware G2 / Clutch / Capterra review routing.

Explore Testimonials

Core

Referrals

Promoter → warm intro pipeline.

Happy CEO is asked, "Who in your network would benefit?" 18% reply with a name. Warm intros convert at 6× cold-outbound rates. End-to-end attribution into HubSpot / Salesforce.

Explore Referrals

Supporting

Loyalty

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

Three workflows you'll run on day one

Real workflows. Same week you sign up.

Save the retainer before the renewal call

Vega's CFO rates 5 → Sasha is on the phone with him Tuesday.

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. Retainer renewed at month 12.

Sprint end · 4 stakeholders surveyed
Detractor · 5 / CFO
Ticket → Sasha · Slack-pinged
Working session · numbers walked

Case study captured in 60 seconds

Sam Vega rates 9 → quote captured + approved before he closes the survey.

9-10 NPS triggers an inline prompt: "What changed for Vega Brewing this quarter?" — Sam writes 3 lines. The prompt asks "Can we use this?" — he taps yes. The quote auto-flows into the case-study queue, ready for design within the week.

Promoter · 9 NPS
Case-study prompt inline
Quote captured · approved

Warm intro pipeline from happy clients

Promoter is asked: "Who else in your network?" → 18% reply with a name.

Sam, fresh off a 9 NPS, sees: "Know another founder dealing with this?" He drops a name. Trellis sends a 2-line intro template Sam can forward. Warm intro books a discovery call. Converts at 6× the cold-outbound rate.

Promoter · 9 NPS
Warm-intro request
Sam forwards intro · 18% reply
Discovery call booked

AI on every sprint check-in

What stakeholders say · per retainer · per sprint.

Sentiment, recurring themes, and the ROI-reporting complaints you need to brief delivery before next sprint planning.

Voice of the stakeholder · last 90 days · all retainers

AI insights

186 NPS · 41 case studies · 28 warm introsLive

Sentiment trend · 30d

+13%

30 days agoToday

58%

Promoter

28%

Passive

14%

Detractor

Themes · auto-clustered

5 of 11

Strategic clarity30%+5pt
ROI reporting24%+6pt
Communication cadence18%+3pt
Creative quality16%+4pt
Delivery speed12%+2pt

AI suggested action

ROI-reporting complaints +6pt across 4 retainers — recommend a standard ROI dashboard template across all sprint reviews.

Top quotes · this week

Sam Vega· Vega Brewing · CEO · NPS 9★★★★★
"Sasha brought a deck I could show our board on Monday. That doesn't happen with most agencies."
Jaco V.· Vega Brewing · CFO · NPS 5★★☆☆☆
"I keep asking for ROI numbers and getting impressions instead. Different language."
Lin C.· Globex · Ops Lead · NPS 10★★★★★
"Best agency we've worked with on retainer in 4 years. Already renewed for year 2."

Open verbatim feed · 186 →

NPS

+11

Retention

92%

+8pt

Case studies / Q

Warm-intro pipeline

$184K

+62%

Agency stack

Wired to your PM + CRM + comms stack.

HubSpot · Asana · Harvest · Notion · Slack — all join via webhook + REST API. Sprint-end triggers the next stakeholder survey.

HubSpot

Retainer / account sync · deal triggers

Salesforce

Account-health field · pipeline events

Asana

Sprint completion → NPS trigger

Trello

Sprint board sync · close-the-loop

Linear

Engineering retainer sprint sync

ClickUp

Tasks · time tracking · retainer view

Harvest

Hours / budget · retainer-health input

Notion

Sprint retros · case-study capture

Slack

Account-lead pings · detractor alerts

Zoom

Sprint reviews · post-call NPS

Google Drive

Deliverable links · case-study assets

Zapier

Anything else · webhook bridge

Email · Postmark

Client survey delivery · close-the-loop

Webhooks + API

Full REST · custom retainer signals

HubSpot · Salesforce · Asana · Trello · Linear · ClickUp · Harvest · Notion · Slack · Zoom · Zapier — all supported.

Analytics

Every retainer — and every stakeholder — in one view.

NPS per retainer, retention rate, case-study pipeline, warm-intro revenue. Spot the retainer slipping before next month's P&L lands.

Per-retainer NPS · per-stakeholder breakdown
Review average across G2 · Clutch · Capterra
Retention · case-study pipeline · warm-intro revenue

All retainers · last 90 days

Principal dashboard

Live

NPS

+11

Retention

92%

+8pt

Warm-intro pipe

$184K

+62%

Retainer-health movers · this week

Globex
94+4
Initech
88+2
Vega Brewing
62−14
Cyberdyne
56−9
Hooli
41−12

Reviews + case studies · this quarter

Clutch / Trustpilot124.9
G284.8
Case studies live9+6 vs Q-1

Open Vega Brewing drilldown

Be a founding agency

We're picking 20 agencies to build this with.

Informly is pre-launch. We're working hand-in-hand with 20 founding agencies — boutique studios through 50-person customers — to ship what principals and account leads actually want. If you're tired of losing retainers at month nine, this is the program below.

Apply to be a founding agency See standard pricing →

Every paid feature, free, for a full year
Direct Slack channel with the founders
Locked-in 40% lifetime discount when the year ends
Your agency name on the wall · permanently
First call on every new module before public launch
Honest reciprocity: 30-min monthly product calls

Pricing

Start free. Scale when you're ready.

A free plan with everything you need to start. Paid pricing per location, per month — with local rates by country, and every module included in every plan. No annual lock-in.

Free

For getting started

Free forever

Everything you need to run a real CX program — without paying a cent.

All 7 modules (Surveys, Contacts, Ticketing, Coupons, Loyalty, Referrals, Testimonials)
1 location
Up to 500 contacts
Up to 100 survey responses / month
Core automation workflows
Community support

Start for free

Growth

For multi-location customers

Per location, per month

Local pricing by country

Everything in Free, plus scale, integrations, and the controls multi-location customers need.

All 7 modules — at full scale
Multi-location support (priced per location)
Unlimited contacts and survey responses
Full automation engine — every trigger, condition, action
All integrations (POS, CRM, ecommerce, messaging)
Role-based access for regions and teams
Priority support

See pricing for your country

Still here? You might be one of our first 100.

Founding customers get every paid feature free for a year.

Apply now

Compare all features

Agency FAQ

Questions principals actually ask.

HubSpot, Salesforce, Asana, Trello, Linear, ClickUp, Harvest, Notion, Slack, Zoom, and Zapier out of the box. Anything else with a webhook is connectable. Sprint-completion events in your PM tool fire the next stakeholder survey within minutes.

Other industries

Not an agency? We've built for these too.

Restaurants

Tabletop surveys + loyalty wallet passes + Google review pump

See restaurants

Hotels

Mid-stay surveys + direct-book win-backs + OTA review routing

See hotels

Medical clinics

Post-visit CSAT + no-show recovery · HIPAA-handleable

See medical clinics

Salons & beauty

Chair-side surveys + booking-cycle loyalty

See salons & beauty

Spas & beauty clinics

Package-completion loyalty + RealSelf review routing

See spas & beauty clinics

Gyms & fitness

Onboarding NPS + churn-risk segments

See gyms & fitness

Auto workshops

Post-service surveys + appointment-cycle loyalty

See auto workshops

Grow your happy customers.
Recover the unhappy ones.
Starting today.

Start free in under five minutes. No credit card. No setup call required.

Start for free Book a demo

Free planNo credit cardUpgrade anytime

Don't lose the retainer at month nine.

Three reasons retainers churn at month nine.

"The client's happy" — until the renewal email goes unanswered.

You survey "the contact" — not the stakeholders.

Case studies happen by chance, not by process.

Slack threads, Notion docs, gut feel — or one retainer record.

Retainer signals scattered across tools.

One retainer record · stakeholder-aware.

Two flows · on autopilot · per retainer.

The six modules that protect the retainer at month nine.

Surveys

Ticketing

Contacts

Testimonials

Referrals

Loyalty

Real workflows. Same week you sign up.

Vega's CFO rates 5 → Sasha is on the phone with him Tuesday.

Sam Vega rates 9 → quote captured + approved before he closes the survey.

Promoter is asked: "Who else in your network?" → 18% reply with a name.

What stakeholders say · per retainer · per sprint.

Wired to your PM + CRM + comms stack.

Every retainer — and every stakeholder — in one view.

We're picking 20 agencies to build this with.

Start free. Scale when you're ready.

Free

Growth

Questions principals actually ask.

Not an agency? We've built for these too.

Grow your happy customers.Recover the unhappy ones.Starting today.

Grow your happy customers.
Recover the unhappy ones.
Starting today.