What is Angelwood?
Angelwood provides marketing agencies with a comprehensive client retention platform that integrates automated workflows, AI-powered analytics, and billing capabilities. The platform connects with existing marketing tools like HubSpot, Google Analytics, and Semrush to automatically pull data and generate client updates.
Through workflow gates that require client engagement for approvals and sign-offs, agencies maintain consistent communication while building complete audit trails. AI monitors client engagement metrics to predict churn risk and recommend retention actions, helping agencies identify at-risk clients before they cancel.
Features
- Client Health Scoring: Real-time engagement scores per client based on portal visits, email opens, and approval speed
- Churn Risk Alerts: AI flags at-risk clients before problems become cancellations with recommended win-back actions
- Approval Workflows: Milestone approvals, asset sign-offs, and scope changes happen inside the portal with full audit trail
- Integrated Billing: Display invoices and accept payments via Stripe with milestone-based billing that auto-generates when work is approved
- Automated Status Updates: AI-generated summaries from connected tools with human review before sending
Use Cases
- SEO and content agencies proving ROI with integrated analytics and automated reporting
- PPC and paid media agencies connecting ad performance data to client portals for campaign approvals
- Full-service marketing agencies managing multiple retainer clients with standardized workflows
- Agencies wanting to reduce client churn through proactive engagement monitoring
- Marketing teams needing complete audit trails for client decisions and approvals
FAQs
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How does Angelwood reduce client churn?
Angelwood reduces client churn by automating communication through status updates, requiring client engagement via approval workflows, and using AI to monitor engagement metrics and predict at-risk clients before they cancel. -
What integrations does Angelwood support?
Angelwood integrates with HubSpot, Google Analytics, Semrush, Ahrefs, Google/Meta Ads, Asana, Monday.com, ClickUp, Jira, Notion, Slack, Teams, Gmail, Outlook, and Stripe for payments. -
How does client health scoring work?
Client health scoring tracks portal visits, email opens, and approval speed to create real-time engagement scores that help identify at-risk clients before problems lead to cancellations. -
Can clients pay invoices through Angelwood?
Yes, clients can view and pay invoices directly through the portal using Stripe integration, with milestone-based billing that auto-generates when work is approved. -
Is my client data secure?
Yes, Angelwood offers enterprise-ready security with EU/UK data residency options, SSO/SAML for enterprise clients, and SLA/uptime guarantees.
