Retain clients
The retention playbook in one platform.
Retention isn't about account management calls. It's about the reporting experience between them. Lumina changes it.
app.luminainsights.co/dashboard
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Sample data · Last 30 days
Demo workspace · Cross-channel overview
Last 30 days Edit layout Share
Sessions
84,210
+12.4%
Organic clicks
28,402
+11.7%
Ad spend
$48,730
+6.1%
Conversions
1,904
+18.2%
Sessions · last 30 days
vs previous 30
This period Previous
AI insights
Draft — edit before sending
- Organic clicks up 11.7%, led by the /guides pages.
- Paid CPC is up 9% month on month — worth a look at match types.
- Conversion rate improved on mobile for the third week running.
Top channels
By sessions
NameSessionsConv.
- Organic search28,402612
- Paid search19,880540
- Paid social16,240402
- Direct11,905218
Sessions by device
GA4
- Mobile58%
- Desktop34%
- Tablet8%
The problem
What's draining your team today.
- You do great work but clients don't see it
- Renewals turn into pricing negotiations instead of expansion conversations
- Quarterly business reviews feel like re-selling the relationship
- Your best accounts churn to a competitor with a better portal
-40%
churn
portal-active clients
+22%
retainer expansion
avg
+12
referred clients
in 90 days
Monthly
value proof
How Lumina fixes it
The shift that pays for itself in the first week.
Client portals
The daily home base for value delivery.
Narrative reports
Clients see the story, not a chart dump.
Expansion signals
Lumina surfaces adjacent service opportunities right in the report.
Brand-grade delivery
Reports clients associate with your agency's premium.
Keep exploring
Book a demo and see the math on your numbers.
Connect your data. Pick a template. Add your branding. Hit send.
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