01 / 03
Your team members are making promises you can’t track.
A strategist says “we’ll send that by Friday.” A PM promises a follow-up. A founder jumps into a thread. Two weeks later, nobody knows what was committed or whether it happened.
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· Read-only source connections· Evidence-backed recommendations· Slack + Gmail + Calendar + Fireflies· Agent-ready memory layer· Read-only source connections· Evidence-backed recommendations· Slack + Gmail + Calendar + Fireflies· Agent-ready memory layer
Client intelligence for agencies
Identify agency churn risks and increase client retention
Fern monitors every client interaction to surface risks, blockers, wins, and recommendations backed by evidence.
Read-only access · Evidence-linked · Free during beta
app.usefern.ai / risks
Retention feed
What needs attention today
Bluebird · Pricing concern raised
3 Slack msgs · 1 email
Northstar · 14 days silent
Last follow-up unanswered
Evergreen · Renewal praise captured
Meeting transcript
Summit Lane · Prep note missing
Calendar tomorrow
AI recommendation
Reply to Bluebird with a pricing summary before tomorrow's review. Evidence: two Slack objections, one unanswered email, and a calendar hold with no prep note.
Connects to the tools you already use
Slack
Gmail
Calendar
Drive
Fireflies
Slack Gmail Calendar Drive Fireflies// THE PROBLEM
Your client relationships are hiding in a black box.
If your agency manages dozens of clients across Slack, email, calls, and docs, here’s what your team probably can’t see reliably:
02 / 03
Client context gets lost when new team members join.
Every handoff starts from scratch. New team members inherit scattered channels, old call notes, and half-remembered decisions instead of a living client memory.
03 / 03
You can’t tell if a client is happy enough to renew.
Silence, slower replies, tone changes, and unresolved asks are all signals — but they’re spread across too many places to judge contract risk reliably.
The Fern platform
One platform to connect client comms, understand risk, and act sooner.
Three workflows turn raw communication into evidence-backed retention intelligence.
Bring client comms into one private memory graph.
Read-only source connections pull Slack, Gmail, Calendar, Drive, and meeting transcripts into one entity-linked timeline.
connect workflow
SlackGmailMeetings
Merge messages into topics, risks, wins, and open threads.
Fern links people, organizations, participants, mentions, and evidence so every insight has a source trail.
understand workflow
TopicsHealthSentiment
Show the next client action before it becomes an escalation.
A ranked feed tells PMs and founders what needs attention, who owns it, and which evidence proves the recommendation.
act workflow
OwnersActionsEvidence
What changes
Your agency starts learning what healthy relationships look like.
Fern compares cadence, tone, meeting rhythm, and recurring issues across clients — so playbooks come from data, not opinion.
Cadence01 / 03
Healthy touchpoint rhythms emerge as a benchmark. Fern surfaces accounts whose message tempo is collapsing weeks before churn.
Tone shifts02 / 03
Negative-sentiment ratios drift up across pricing, scope, and timing threads — visible by client and by source.
Common blockers03 / 03
Billing, scope, and approvals top the recurring blocker patterns across clients, so playbooks can target what actually matters.
Fits your stack
Connect the places client work already happens.
Slack, Gmail, Calendar, Drive, and meeting transcripts become one relationship memory — no copy-paste.
Slack
Read-only OAuth
Gmail
Read-only OAuth
Calendar
Read-only OAuth
Drive
Read-only OAuth
Fireflies
Read-only OAuth
One platform — three angles
Built for every role that owns client relationships.
8 open asks
3 risks
12 wins
Know what to fix before the next client touchpoint.
PMs get a daily feed of unanswered requests, pricing concerns, silent accounts, and recent wins — all linked to the original messages.
For agencies
For agencies that retain clients by staying ahead.
Agency-specific retention language for account teams. Control-room language for founders and operators.
Daily feed of what every account needs.
PMs walk in with risks, wins, open threads, and recommended next actions — already cited.
- Per-client retention feed
- Open thread tracking
- Win and concern cards
Cross-client health without asking the team.
Founders and operators see the relationships shifting, the escalations forming, and the patterns repeating.
- Cross-client health view
- Escalation watchlist
- Pattern intelligence
What two weeks look like
By week two, you know which clients need attention.
Connect read-only sources
- Connect Slack, Gmail, Calendar, Drive, and Fireflies
- Choose clients and excluded sources
- Invite the account team
Verify the relationship graph
- Fern links people, orgs, channels, meetings, and emails
- Review client contacts and aliases
- Start seeing cited topics
Operate from the retention feed
- Track open threads and health changes
- Resolve risks with evidence
- Turn patterns into agency playbooks
The shift
From “what happened?” to “here's what to do next.”
No fabricated stats — just the operational shift teams feel within the first two weeks of using Fern.
Before
Slack search, screenshots, partial memory.
After
Pre-built timeline with cited risks, wins, and asks.
Before
Loud opinions, soft evidence, missed nuance.
After
Shared truth: owner, status, severity per account.
Before
Sticky notes and best guesses on next steps.
After
Ranked next action per client, with the proof attached.
Early access
Start with the clients where retention matters most.
Beta is free while we ship. Team and Agency plans are framed as packages — pricing is set with design partners.
Free
Closed beta seats
- Up to 5 clients
- Read-only Slack + Gmail
- Daily digest
- Evidence-linked feed
Talk to us
For agency account teams
- Unlimited clients
- Slack + Gmail + Meetings
- Signals + alerts
- Tenant-scoped access
Custom
For multi-pod agencies
- SSO + roles
- Agent API access
- Pattern analytics
- Priority support
Questions
The things agencies ask before connecting client comms.
Most teams are live within an hour — connect sources, review the graph, invite the team. The first useful intelligence shows up the same day.
Get started
Resolve client friction before it becomes churn.
Connect your client comms and let Fern show what needs attention next — ranked, cited, and ready for the team.