The Challenge
Client risk signals were scattered across the stack.
A German B2B marketing agency managing around 50 active client accounts had limited visibility into client health. Churn risk, upsell opportunities, and early frustration signals were buried across Slack, meeting transcripts, HubSpot emails, and Airtable records.
Preparing for a single quarterly business review required 4 to 6 hours of manual context gathering per client, leaving the team either under-informed or constantly assembling the same picture by hand.
Leadership did not lack data. They lacked a system that could turn fragmented communications into one usable operating picture before risks had already materialised.
What We Built
A client intelligence platform that surfaces risk and revenue signals automatically.
60x built a platform that ingests all four data sources, scores sentiment, flags risks, and generates bi-weekly intelligence reports for each client, delivered directly into Slack.
Unified inputs
Slack, HubSpot, Airtable, and meeting data are combined into a single client view.
Proactive detection
The system identified churn risk for a client before that client actually churned.
Operational adoption
The platform grew to 15 daily active users and became central to the agency's internal intelligence strategy.
Reports were delivered where the team already worked, which meant the system integrated into the agency's daily rhythm rather than becoming another dashboard people had to remember to check.
The Results
QBR preparation disappeared as a manual task.
QBR prep per client
Infrastructure cost
First prototype delivered
- QBR preparation: from 4 to 6 hours of manual context gathering to fully automated intelligence reports.
- Total infrastructure cost: approximately EUR 150 per month.
- LLM cost: under EUR 20 per week.
- Speed to value: first prototype delivered in 6 days.
The platform proved its value early by identifying churn risk before the client relationship was lost, which turned an automation project into a credibility-building operating tool.
How The Scope Expanded
A reporting workflow became the intelligence layer for the whole agency.
Once the core architecture was in place, the client extended it into daily digests, personalised updates, meeting preparation, performance marketing dashboards, case study generation, and risk heartbeat monitoring.
That expansion happened because the underlying problem had never been just QBR preparation. It was organisation-wide visibility.
The Compounding Effect
A narrowly scoped tool became the backbone of the agency's operating system.
The agency initially commissioned a sentiment reporting workflow, but the architecture quickly proved capable of far more. Within months, the internal team extended it into daily digests, meeting prep, risk heartbeat monitoring, performance marketing dashboards, and automated case study generation.
What started as a single use case is now a company-wide intelligence layer built on the foundation delivered by 60x in under two weeks.
The result is a system that continuously increases in usefulness as more communication data flows through it.