Retention & Dormancy Skill
The Skill that reads every client's activity and triages the ones drifting toward dormancy — before the churn shows up in the quarterly report.
Retention is reactive — the firm notices a client has gone dormant after they have.
Every client at risk is flagged, ranked and matched to a house-approved outreach.
What this Skill needs and what it returns
- • Client activity
- • Product engagement
- • Comms history
- • Risk score
- • Suggested outreach
- • Owner assignment
- • Prior retention outcomes
- • House-approved outreach templates
- • Consent respected at generation
- • No auto-send — human owns the message
- • Outreach acceptance rate
- • Reactivation lift vs control
Brokerages
skills
Retention is reactive — the firm notices a client has gone dormant after they have.
The Skill's job inside your AI-First OS is to make every client at risk is flagged, ranked and matched to a house-approved outreach.. It reads from the Firm Memory scopes listed above, calls the Model Router with policy-appropriate models, and returns outputs in the firm's own shape — with the guardrails and evals the compliance team can sign.
Ship this Skill
This Skill is one of several we build inside a KJ Capital AI-First OS. Engagements start with a two-week £15k AI Diagnostic. We audit your systems, design the OS across the six layers, and ship the first version of Skills like this one inside the following six to twelve weeks.
FAQ
Isn't this just email marketing?
No. It is a Skill that picks the right client, the right moment and the right message. Email is one channel it uses.
Ship this Skill inside your firm
Every KJ Capital engagement begins with a two-week £15k AI Diagnostic. We design your AI-First OS end-to-end, cost the build, and name the first three Skills to ship.