Automate client check-ins to boost retention and upsell retainers by 40%.
Freelancers endure inconsistent income due to ongoing challenges in acquiring and retaining clients.
RetainFlow sends personalized nurture emails and surveys to keep clients engaged post-project. It identifies upsell opportunities and suggests retainer pitches, turning one-offs into recurring revenue. Freelancers enjoy predictable income from loyal clients.
Independent freelancers reliant on client projects for income
Predictive retention scoring using client interaction data, alerting you to at-risk clients before they churn.
professional
Upload CSV or connect to invoicing tools.
Scheduled emails/surveys at 30/60/90 days.
AI score predicts churn risk.
Generates retainer proposals based on past work.
Overview of all clients' health and revenue.
Custom NPS/satisfaction surveys.
Predict monthly income from retainers.
Alerts for low-score clients.
Pre-built email templates.
Branded client reports.
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| text | No | |
| stripe_id | text | Yes |
| created_at | timestamp | No |
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| user_id | uuid | No |
| name | text | No |
| last_contact | timestamp | Yes |
| retention_score | int | Yes |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| client_id | uuid | No |
| type | text | No |
| sent_at | timestamp | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| client_id | uuid | No |
| responses | jsonb | Yes |
Relationships:
/api/clientsList clients
/api/clients/importImport from CSV
/api/checkins/sendTrigger check-in email
/api/scoresFetch retention scores
/api/upsells/generateCreate upsell pitch
No scoring
| Month | Users | Conversion | MRR | ARR |
|---|---|---|---|---|
| Month 1 | 80 | 3% | $96 | $1,152 |
| Month 6 | 700 | 5% | $1,750 | $21,000 |
Automated nurture + AI upsells = 40% retention boost for steady freelance income.
Email 20 past clients of freelancers via Twitter outreach; offer free retention audit in freelance Facebook groups; partner with 1-2 newsletter authors in solopreneur space for beta promo.
Full CRM
Overkill for solos, no AI retention
Retention-focused AI, lighter/cheaper
Invoicing
Weak automation
Predictive AI for retention
Client interaction data moat improves scoring accuracy over time.
Freelancers shifting to retainers amid economic uncertainty, AI enables smart automation.
Email deliverability
Use Resend + warm-up
Freelancers ignore retention
Educate via content
AI score inaccuracy
User feedback loop
Success: 70% report churn issues
Success: 80% retention lift reported
Success: 50 signups
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