Staging environment
Victoria Mariscal
Will Leatherman
Free Lesson

AI Flags Every At-Risk Client Before They Walk Away

45 min
Jun 1, 2026 1:00 PM

What you'll learn

Spot at-risk clients before they tell you

Learn how AI reviews client data and flags who needs attention first.

Build a weekly review that runs without you

Set up a system that checks in on every client account automatically.

Protect revenue by acting before problems escalate

Understand how proactive monitoring changes your client retention outcomes.

Why this topic matters

Client retention is the number one revenue driver for service businesses. This session shows how AI reviews client data weekly and flags who needs attention before they tell you.

You'll learn from

Victoria Mariscal

Victoria Mariscal

Front Desk Founder. MHOB Host.

Will Leatherman

Will Leatherman

Founder, Catalyst GTM Agency

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