Your best clients
are going cold right now.

Proactive reads your inbox, spots fading relationships, and sends the follow-up before you've thought to write it.

Get early access See how it works

PProactiveActive

Design Co hasn't replied in 6 weeks.

Chapter 01 — The Problem

A project wraps. The client is happy. And then — nothing.

Six months later, they've hired someone else.

Not because anything went wrong. Because no one followed up.

30%

higher retention

Freelancers using proactive follow-up strategies

reason clients leave

Missed follow-up — not bad work

HubSpot charges for this

But their pipelines track deals, not relationships

"HubSpot has pipelines for deals. Nothing for relationships."

Their CRM tracks where a prospect is in your funnel. It has no concept of a client who just went quiet after delivery — the exact moment you need to act.

vsProactive

Chapter 02 — The Journey

From silent inbox to sent follow-up — in five minutes.

No pipeline to configure. No fields to fill. Just connect your email and watch Proactive go to work.

Connect your inbox

Link Gmail or Outlook via OAuth. Proactive ingests your full thread history — no manual import.

Proactive reads your relationships

Every thread is scanned: who sent what, when, the tone of the exchange. It builds a living map of each client relationship.

At-risk clients surface automatically

Sentiment and recency signals flag accounts that are cooling — before the client has consciously decided to leave.

The follow-up gets drafted and sent

Proactive writes the check-in in your voice — based on your past emails — and either queues it or sends it automatically. You review. Or you don’t.

Five minutes of setup. Immediate, visible output.

The first time Proactive drafts a follow-up you know you should have written — that's the moment.

See it in action →

Chapter 03 — The Solution

The account manager you never had.

Works in the background. Surfaces when it matters. Never lets a client go cold again.

Client Memory

Proactive builds a running summary of every client relationship — what was delivered, what was said, what they care about most. You never walk into a follow-up blind.

Meridian Studio

Brand identity · 3 projects · Last contact: 6w ago

At risk

At-Risk Flagging

Silence is a signal. Proactive scores every relationship on recency and sentiment — and flags accounts that are cooling before the client has already decided to leave.

Avg. 14 days before the client goes quiet → Proactive flags it at day 8.

Automated Check-ins

Set a cadence — monthly, quarterly, after delivery. Proactive drafts and sends touchpoints in your voice without you needing to remember.

MonthlyQuarterlyPost-delivery

Writes in Your Voice

Proactive learns your writing style from past emails. Every draft sounds like you wrote it — because in a sense, it did.

Hi Marcus — following up on the dashboard work we wrapped last month. Curious how the team is finding the new reporting view. If there's anything you'd want to tweak, happy to schedule a quick session. — Alex

AI draft · reviewed 0 times · send?

Pricing

One retained client pays for a year.

Don't anchor to HubSpot's $20/month. Anchor to the cost of losing a client worth $3,000/year.

Solo

$19/mo

For freelancers just getting started with client retention.

1 inbox connected
Up to 10 active clients
Weekly relationship scan
AI draft generation
Email support

Get started

Your best clientsare going cold right now.