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Client Retention

12 client reporting mistakes that are killing your retention

Retention dies in the reporting. Here are the 12 mistakes we see across every agency that's losing accounts.

L
The Lumina Team
Lumina · 10 min read · 2026-03-29
In this article
  1. 1. Leading with vanity metrics
  2. 2. Reporting without context
  3. 3. Skipping the business outcome
  4. 4. Jargon without translation
  5. 5. No clear next action
  6. 6. Inconsistent cadence
  7. 7. PDFs when portals would win
  8. 8. Too much data, too little narrative
  9. 9. Missing the CFO view
  10. 10. No accountability on your side
  11. 11. Forgetting to celebrate wins
  12. 12. Leaving ROI implicit instead of explicit

Full article publishing soon. In the meantime, this outline represents the shape of the piece, the argument, the sequence, and the deliverable at each section.

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