Client Success

Keep every client. Renew every account.

Onboarding, account health, and renewals on one record, so no client slips through the cracks.

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Every client on record One flat price Renewals never missed
Every client on one board

Every client, every touchpoint, in one place.

Client context lives in one person's inbox and renewals creep up unnoticed. HotKup puts every account on one record, from kickoff to renewal, so the whole team can pick up the thread.

Onboarding
kickoff
Adopted
using it
Healthy
green
At risk
watch
Renewed
locked in
Health, comms, and renewal date: on the account.
Acme Co: renewal in 30 days
Health green, champion confirmed.
QBR due this week
  • One account record. Every email, call, and note in one place, not scattered across inboxes.
  • Proactive nudges. Check-ins and renewals are scheduled, so nothing is remembered too late.
  • Health at a glance. An at-risk account surfaces while you can still save it.
Where accounts churn

The three things that lose accounts, and how HotKup fixes each.

01 / The account record

Every conversation on the account, not in an inbox.

When the account history lives in one CSM's email, a handover or a sick day means starting from scratch. In HotKup, every email, call, and note sits on the account, so anyone can step in with full context.

  • Every email, call, and note on the account record.
  • One timeline the whole team can read.
  • A CSM leaves and the relationship stays with the firm.
Calls, emails, and notes: all on the account.
02 / Comms

Every email and approval, on the record.

Client requests and sign-offs scatter across email threads. HotKup logs every message and approval on the account, so anyone can see exactly what was agreed, by whom, and when.

  • Every email and approval logged on the account.
  • One thread the whole team can pick up from.
  • No request lost between inboxes.
What was agreed, by whom and when: on the record.
03 / Renewals

Renewals and check-ins that never slip.

A renewal date that lives in someone's calendar gets missed. HotKup schedules the check-in and the renewal for you, nudges the owner ahead of time, and escalates if no one acts, so revenue does not churn in silence.

  • A check-in and renewal set on every account.
  • Reminders fire well before the renewal date.
  • Dormant accounts escalate, not slip away.
The renewal that actually gets the call.
The view from the top

See every account's health and what is at risk.

Which accounts are healthy, which are slipping, which renewals are coming, and who is overloaded. HotKup gives the lead one live view of the whole book, so a churn risk shows up while there is still time to act.

  • Account health and renewal date, per CSM and per book.
  • Open tasks and overdue check-ins at a glance.
  • No chasing the team for an account update.
See the churn risk before the renewal date.
Built around your reality

Made for how client success teams actually run.

One account record

Every email, call, and note on the account, so a handover never means starting from a blank page.

Proactive retention

Check-ins and renewals scheduled and nudged, so a churn risk is caught early, not at renewal.

Renewals on autopilot

Renewal dates tracked and surfaced, so revenue does not quietly walk out the door.

See your whole book of accounts in one system.

Book a demo and see HotKup keep every client, conversation, and renewal on one record.

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