You will get Retention Dashboard Build Category
Project details
Most businesses know they're losing clients they could have saved. The problem isn't caring about retention — it's not having a clear, real-time picture of which clients are at risk before it's too late to act.
That's where I come in.
With 10+ years of experience in customer success and operations, I've built retention systems from the ground up for companies managing hundreds of accounts simultaneously. I've designed a nation-wide automated retention tool that drove 94% retention against a 78% benchmark — by surfacing at-risk clients early and enabling proactive, targeted outreach before churn happened.
I deliver that same operational intelligence in a clean, customized dashboard built around your specific client data, health scoring criteria, and risk thresholds.
What sets this apart is simple: you're not getting a generic template download. You're getting a practitioner-built system designed around how your business works — with real formulas, real logic, & a real walkthrough so your team can use it confidently.
See a client going quiet? You'll know. Renewal coming up? You'll be ready. Account trending down? You'll catch it early.
Retention isn't luck. It's a system.
That's where I come in.
With 10+ years of experience in customer success and operations, I've built retention systems from the ground up for companies managing hundreds of accounts simultaneously. I've designed a nation-wide automated retention tool that drove 94% retention against a 78% benchmark — by surfacing at-risk clients early and enabling proactive, targeted outreach before churn happened.
I deliver that same operational intelligence in a clean, customized dashboard built around your specific client data, health scoring criteria, and risk thresholds.
What sets this apart is simple: you're not getting a generic template download. You're getting a practitioner-built system designed around how your business works — with real formulas, real logic, & a real walkthrough so your team can use it confidently.
See a client going quiet? You'll know. Renewal coming up? You'll be ready. Account trending down? You'll catch it early.
Retention isn't luck. It's a system.
Project Type
Data Entry, Project Management, Customer SupportWhat's included
| Service Tiers |
Starter
$300
|
Standard
$500
|
Advanced
$850
|
|---|---|---|---|
| Delivery Time | 4 days | 7 days | 12 days |
Number of Revisions | 1 | 2 | 3 |
Optional add-ons
You can add these on the next page.
Additional Revision
+$75
Live Walkthrough & Training Call
+$100
CRM Data Migration Assistance
(+ 3 Days)
+$150
Monthly Maintenance & Updates
+$200Frequently asked questions
About Brady
Customer Success & Operations Consultant
Moline, United States - 2:04 am local time
I help businesses build the processes, tools, and frameworks that improve retention, reduce friction, and scale efficiently. At Expansive Workspace I built a nation-wide automated Retention Tool that drove 94% retention against a 78% benchmark, and a Collections Dashboard that achieved 97% collections against a 92% target. At Uber I led a team ranked #1 globally in CSAT three consecutive times.
I specialize in:
• Customer success & account management
• Client onboarding & implementation
• Retention strategy & churn reduction
• Operational process design & improvement
• Dashboard & reporting tool development
• Remote team leadership & cross-functional collaboration
I'm a proven remote operator — self-directed, highly organized, and comfortable managing complex projects and client relationships without in-person oversight. I deliver clean work, clear communication, and measurable outcomes every time.
Steps for completing your project
After purchasing the project, send requirements so Brady can start the project.
Delivery time starts when Brady receives requirements from you.
Brady works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Data Review
I review your intake responses and any existing data you've shared to understand your client base, tools, and what a healthy vs. at-risk account looks like for your business.
Dashboard Architecture
I design the structure of your dashboard including all columns, health scoring logic, risk flags, and automation formulas tailored to your specific client data.