🚀 Cora Playbook #3 — How Agencies Automate Client Follow-Ups and Retain More Business

After mastering outbound outreach (Playbook #1) and instant lead response (Playbook #2), the next big challenge for growing agencies is client follow-up and retention.

Most agencies lose time — and opportunities — by not staying consistently in touch with clients.
Follow-ups on renewals, feedback, or upsells often slip through the cracks when your team is focused on new projects.

That’s where Cora Intelligence steps in.

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How Agencies Use Cora to Stay Connected

💡 Here’s how agencies use Cora to automate client communication and protect their recurring revenue:

1️⃣ Upload your client list (active, paused, or past customers).
2️⃣ Cora researches each client’s recent activity — website updates, campaigns, or mentions — and prepares personalized outreach.
3️⃣ Cora reaches out automatically via natural voice calls and human-like emails, checking in, requesting feedback, or offering upsells.
4️⃣ Once the client responds, Cora routes the conversation back to your team — ready for renewal, expansion, or reactivation.

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The Results

✅ Higher client retention rates
✅ Fewer missed renewals
✅ Consistent communication at scale
✅ More upsells and reactivations — automatically

Cora becomes your AI Account Manager, ensuring no client is ever forgotten.

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Why This Matters for Agencies

In agency life, relationships are everything — but time is limited.
Cora ensures every client gets consistent, thoughtful follow-ups without adding headcount.

“Cora helps us stay in touch with hundreds of clients automatically.
It feels personal, but it runs completely on autopilot.”
— Marketing Agency Owner, London

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See It In Action

📩 Want to see how agencies use Cora to scale retention and renewals?
Book a demo today.