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Retainer Burn & Churn Early Warning Auditor

See which retainers are burning too fast, which are quietly going cold, and what to say to each client before month end.

2 of 3 accounts need attentionProjected unbilled: £3,660
Optimal Pace
Hours used 50%Month gone 50%
Burn pace
100%
Projected
30 h
Unbilled
£0
Churn score
0
Over-Burning Danger
Hours used 80%Month gone 50%
Burn pace
160%
Projected
64 h
Unbilled
£3,660
Churn score
66
Under-Servicing / Churn Risk
Hours used 20%Month gone 60%
Burn pace
33%
Projected
8 h
Under-delivery
£2,000
Churn score
93

These projections use the numbers you entered, not a live connection. Review the account and agree a check-in with its owner. Start a 14-day free trial

Mid-month check-in: Helix Bio

Subject: Quick check-in on this month's Helix Bio retainer

Hi Helix Bio team,

We're on day 15 of 30 and have already used 32 of the 40 hours in your retainer. At this pace we'll reach around 64 hours by month end, roughly 24 hours (£3,660) beyond what's agreed.

We'd rather flag this now than surprise you later. Three options:
1. Prioritise together so we finish within the agreed hours.
2. Approve the extra hours for this month as a one-off.
3. Expand the retainer to match the work you're asking for.

Could we take 15 minutes this week to choose?

Best,
[Your name]

Account health audit

ACCOUNT HEALTH AUDIT

Acme Corp · £4,500/mo · 30 h contracted
  Day 15/30 · 15 h burned (50% hours vs 50% time)
  Burn pace: 100% · Projected: 30.0 h (+0.0 h)
  Unbilled leakage: £0
  Sentiment: High engagement · Churn score: 0/100 · Optimal Pace

Helix Bio · £6,100/mo · 40 h contracted
  Day 15/30 · 32 h burned (80% hours vs 50% time)
  Burn pace: 160% · Projected: 64.0 h (+24.0 h)
  Unbilled leakage: £3,660
  Sentiment: Scope pushback · Churn score: 66/100 · Over-Burning Danger

NorthStar · £3,000/mo · 25 h contracted
  Day 18/30 · 5 h burned (20% hours vs 60% time)
  Burn pace: 33% · Projected: 8.3 h (-16.7 h)
  Under-delivery risk: £2,000
  Sentiment: Ghosting · Churn score: 93/100 · Under-Servicing / Churn Risk

Portfolio: 2 of 3 accounts need attention · projected unbilled £3,660
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