How to Stay in Touch With Clients Between Projects
The gap between projects is where most client relationships die. Here are practical ways to stay visible without being pushy or taking up too much time.
The simple CRM for small marketing agencies
Agencies lose clients in the quiet months, when deliverables are shipping but nobody senior has checked in. And they lose new business in the follow-up gap, when "circle back next quarter" never gets circled back. ClientGo closes both gaps with one daily list.
$4.99/month · No credit card to start · Cancel anytime
Sound familiar?
Client churn arrives with no warning
The account was "fine" until the cancellation email. Regular relationship check-ins, separate from status calls about deliverables, are how you hear the wobble early enough to fix it.
Prospects who said "not yet" are never asked again
Half your pipeline is people who liked you but had no budget that month. Without a dated reminder, next quarter never comes, and they hire whoever emails them in it.
The relationship lives in one person’s head
When the account lead leaves or goes on holiday, nobody knows the client’s history, preferences, or the promise made in March. That is a fragile way to run retainers.
How ClientGo fixes it
No pipelines, no deal stages, no training videos. Just the pieces that keep follow-up happening.
Relationship check-ins separate from status calls
Put every retainer client on a monthly founder-level check-in. It surfaces with notes on the account, so the call is about them, not this week’s tickets.
Dated revival reminders on every stalled prospect
"Check back in Q3" becomes an activity on July 1 with the context attached. Your pipeline stops leaking from the back.
Shared history across the team
Notes and every touch live on the contact, visible to the whole workspace. Handovers and holidays stop being risky.
Labels for clients, prospects, partners, and past clients
Slice your list into working segments. Past clients are a warm reactivation list, not an archive.
Common questions from marketing agencies
No. It does not do project management, time tracking, or invoicing. It tracks relationships and follow-ups. Agencies run it alongside their PM tool, and use it for the human outreach the PM tool never prompts.
Pipelines are good at active deals and bad at long-cycle nurture and client retention. Many agencies keep a pipeline for live proposals and use ClientGo for everything before and after: staying in touch. Some drop the pipeline entirely.
It is $4.99 per user per month with unlimited contacts and activities. A six person agency pays about $30 a month. Annual billing saves 20 percent.
Yes. Every activity has an owner and a date. Each person sees their own daily list, and admins can see what is overdue across the team.
Import contacts by CSV, invite the team, label clients and prospects, and set the first month of check-ins. Under an hour for most agencies.
Guides for marketing agencies
How to Win Back Lost Clients
Lost clients are easier to win back than finding new ones. Learn why clients leave, how to re-engage them, and the outreach templates that actually work.
Client Retention for Consultants and Advisors
Client retention is the most profitable growth strategy for consultants and advisors. Learn the communication rhythms and systems that keep clients for years.
Stop losing work to forgotten follow-ups
Set up in minutes. $4.99/month with unlimited contacts and activities.
Start My Free TrialNo credit card · No setup · Cancel anytime