Client Context
A German B2B marketing agency managing 50 active client accounts.
The client is a specialist B2B marketing agency based in Germany, managing around 50 active client accounts at any given time. Their team handles ongoing campaign work, quarterly business reviews, and strategic advisory — maintaining close relationships across a wide portfolio.
Staying close to every client simultaneously was the core operational challenge. The signals were all there — they just lived in too many places to act on reliably.
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.
Signals scattered across the stack
Slack, HubSpot, Airtable, and meeting transcripts each held pieces of the picture with no way to combine them.
4 to 6 hours per QBR
Manual context gathering before each quarterly business review consumed expert time that should have gone to the client relationship.
Risk visible only in hindsight
Churn signals and satisfaction drops were only apparent after the damage was done, not while there was still time to act.
50 accounts, no shared view
Managing around 50 active clients without a unified intelligence layer meant the team was always assembling the same picture by hand.
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.
case study · b2b marketing
- QBR preparation: from 4 to 6 hours of manual context gathering to fully automated intelligence reports.
- Total infrastructure cost: approximately EUR 150 per month.
- Speed to value: first prototype delivered in 6 days.
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 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.