kaizan.ai

# Kaizan

> Kaizan is client super intelligence for professional services firms: AI that turns client conversations and data into early warnings on relationship health, churn risk and growth opportunities.

## Key pages

- [Our Story: Intelligence for Client Service](https://kaizan.ai/about/): Why Glen Calvert and Pravin Paratey founded Kaizan in London: a proactive system of intelligence for client service and account management teams.
- [Agency profitability | Blog](https://kaizan.ai/blog/agency-profitability/): Protect revenue, save time and grow margin across your client portfolio.
- [AI for client service | Blog](https://kaizan.ai/blog/ai-for-client-service/): How client service and account teams are using AI today, and what is coming next.
- [Client health | Blog](https://kaizan.ai/blog/client-health/): Spot churn risk early and keep client relationships healthy: signals, metrics and real-world examples.
- [Client software | Blog](https://kaizan.ai/blog/client-software/): The tools, data and systems behind client service, and how to choose, build and connect them.
- [Blog](https://kaizan.ai/blog/): Field notes, product updates and research on client relationships from the Kaizan team.
- [Playbooks and templates | Blog](https://kaizan.ai/blog/playbooks-and-templates/): Practical how-to guides, frameworks and templates for client service and account teams.
- [Q&A | Blog](https://kaizan.ai/blog/qa/): Conversations with client service leaders about AI, retention and building great client teams.
- [Case Studies](https://kaizan.ai/case-studies/): 60+ client-services teams running Kaizan to keep their clients and grow them.
- [Jellyfish · Case study](https://kaizan.ai/case-studies/jellyfish/): Standardised account health across 9 offices in a quarter. A Jellyfish case study from Kaizan.
- [Scale Digital · Case study](https://kaizan.ai/case-studies/scale/): Expansion signals that used to take weeks now hit the desk same day. A Scale Digital case study from Kaizan.
- [The Kite Factory · Case study](https://kaizan.ai/case-studies/the-kite-factory/): Three saves in one quarter that we would have missed. A The Kite Factory case study from Kaizan.
- [Verkeer · Case study](https://kaizan.ai/case-studies/verkeer/): How Verkeer cut QBR prep from 6 hours to 40 minutes. A Verkeer case study from Kaizan.
- [Cookie Policy](https://kaizan.ai/cookie-policy/): The cookies Kaizan uses on its website and app, and how to manage them.
- [Data Processing Agreement](https://kaizan.ai/data-processing-agreement/): How Kaizan processes personal data on behalf of its customers.
- [Kaizan FAQs: Pricing, Integrations, Setup](https://kaizan.ai/faq/): Answers on what Kaizan is, how it works, integrations, the free 14-day pilot, pricing and annual contracts, outcomes, comparisons and how to work with us.
- [AI Client Intelligence for Account Managers](https://kaizan.ai/for/account-manager/): Get your day back. Kaizan removes the admin and surfaces the next best action on every client, so you can focus on the work only you can do.
- [AI Portfolio Risk Alerts for Service Directors](https://kaizan.ai/for/client-service-director/): Spot client dissatisfaction before the renewal call, onboard new team members in days and see portfolio patterns no single account manager can.
- [Client Memory for Heads of AI and CTOs](https://kaizan.ai/for/head-of-ai/): Turn every meeting, email and decision into a unified client memory your AI tools can query, and a base for the products and workflows you want to build.
- [AI Client Intelligence for Senior Leaders](https://kaizan.ai/for/leadership/): See where each client can grow and catch risks early. Kaizan turns every meeting and signal into intelligence senior leaders use to plan growth and renewals.
- [Pitch Prep and Account Growth for New Business](https://kaizan.ai/for/new-business/): Prepare for pitches without hours of research. Kaizan surfaces stakeholder context, competitor signals and expansion opportunities for new business teams.
- [Client Interaction Data for Operations Leaders](https://kaizan.ai/for/performance/): See where the hours go, which processes are landing and how client sentiment is trending, with data that flows into the BI tools your team already uses.
- [AI Project Status and Scope Tracking for PMs](https://kaizan.ai/for/project-manager/): One always-current view of every project, status and commitment. Kaizan drafts status updates, flags scope drift and feeds a live risk register for PMs.
- [Client Context for Strategy, Creative and Marketing](https://kaizan.ai/for/strategy-creative-marketing/): Every conversation, decision and signal on every client, ready when the brief lands, so strategy, creative and marketing teams can start from context.
- [Dayna Nichols · Client Service Hall of Fame](https://kaizan.ai/hall-of-fame/dayna-nichols/): Dayna Nichols, Performance Marketing Specialist at Scale and Kaizan Growth Leader for September 2026, on the habits behind great client service.
- [Gaetan Staples · Client Service Hall of Fame](https://kaizan.ai/hall-of-fame/gaetan-staples/): Gaetan Staples, Account Director at Gravity Global and Kaizan Client Champion for September 2026, on the habits behind great client service.
- [Client Service Hall of Fame](https://kaizan.ai/hall-of-fame/): Kaizan Award winners share the habits, rules and lessons behind great client relationships.
- [Stephanie Pereira · Client Service Hall of Fame](https://kaizan.ai/hall-of-fame/stephanie-pereira/): Stephanie Pereira, Customer Success Manager at SearchLab and Kaizan Account Excellence for September 2026, on the habits behind great client service.
- [Client Success Software](https://kaizan.ai/): Kaizan is client success software that turns every call, email and signal into the next best action, with AI Helpers that grow client ROI and revenue.
- [Client Tool Integrations: Free Standard Set](https://kaizan.ai/integrations/): All standard Kaizan integrations are free: Teams, Slack, HubSpot, Salesforce, Google Meet and more unify client data, plus the Kaizan API and custom builds.
- [Knowledge Hub](https://kaizan.ai/knowledge-hub/): FAQs on client success and account management: client intelligence, onboarding, retention, client health, reporting, expansion, metrics and AI.
- [Licence Agreement](https://kaizan.ai/license-agreement/): The terms on which Kaizan Limited supplies the Kaizan software.
- [Privacy Policy](https://kaizan.ai/privacy-policy/): How Kaizan Limited collects, uses and protects your personal data.
- [Product](https://kaizan.ai/product/): AI Assistant, AI Helpers, the Client Health Model and Client News, one platform for AI-first client service teams.
- [Referral Partner Program](https://kaizan.ai/referral-partners/): Earn 15% of the first year and 7.5% of the second when you introduce a firm to Kaizan. Book a call with the partner team.
- [Resources](https://kaizan.ai/resources/): Research, playbooks, case studies and answers on client relationships, from the team behind Kaizan.
- [The 2026 Client Service Report](https://kaizan.ai/resources/white-paper/)
- [Security & Trust](https://kaizan.ai/security/): How Kaizan secures your data, handles privacy, and governs the AI behind the product.

## Blog

- [AI in Agencies: Lean, Mean and Client-Obsessed](https://kaizan.ai/blog/agency-profitability/lean-mean-client-obsessed-agencies/): Searchlab COO Greg Gifford on where AI helps agencies, where it's overhyped, and how understanding the client relationship is the real win.
- [PASHN: AI to Protect Revenue and Save Time](https://kaizan.ai/blog/agency-profitability/pashn-protect-revenue-save-time/): Adam Hopkinson, founder of media agency PASHN, on where the industry is heading and how AI helps protect revenue and save time.
- [Tradedoubler: 20% Operational Efficiency Gain](https://kaizan.ai/blog/agency-profitability/tradedoubler-20-percent-efficiency-gain/): Derek Grant, VP of Operations at Tradedoubler, shares how AI is helping standardise client operations, reduce admin, and improve visibility across global teams.
- [2025 AI Predictions: SearchLab](https://kaizan.ai/blog/ai-for-client-service/2025-ai-predictions-searchlab/): We asked clients what they foresee for AI in 2025 and how it will help them deliver exceptional products and service. Here is SearchLab's view.
- [Agency Leaders: Act Now or Manage the Fallout](https://kaizan.ai/blog/ai-for-client-service/agency-leaders-act-on-ai-now/): Alex Beddoe, who leads biddable media at Transmission, on how AI is changing agency work and why waiting will cost leaders later.
- [How to use AI automation to enrich Client Services](https://kaizan.ai/blog/ai-for-client-service/ai-automation-for-client-services/): How AI automation helps Client Services teams cut routine work and focus on the relationships that drive sustainable revenue.
- [Using AI to Strengthen Reseller Partnerships](https://kaizan.ai/blog/ai-for-client-service/ai-for-reseller-partnerships/): The value of reseller partnerships, the key benefits of working with a reseller, and how AI can help you optimise those partnerships.
- [Azerion on Implementing AI in Client Services](https://kaizan.ai/blog/ai-for-client-service/azerion-ai-in-client-services/): Colleen McDonough of Azerion talks to Kaizan CEO Glen Calvert about using AI operationally, improving client-facing teams and advice for rolling out AI.
- [How to Use AI Without Sounding Like AI](https://kaizan.ai/blog/ai-for-client-service/how-to-use-ai-without-sounding-like-ai/): Why AI writing comes out generic, and how connecting it to your files, emails and client history via MCP makes it sound like your business.
- [The new frontier of Client Services is AI first](https://kaizan.ai/blog/ai-for-client-service/new-frontier-ai-first-client-services/): Why AI is becoming the foundation of Client Services: automating routine work, surfacing client-health signals earlier and freeing teams to be proactive.
- [How Tradedoubler Quantifies Client Conversations](https://kaizan.ai/blog/ai-for-client-service/tradedoubler-quantifying-client-conversations/): Corin Ward, Director of AI at Tradedoubler, on standardising client data across markets, quantifying feedback at scale and feeding it into product decisions.
- [How Churn Prediction Works on Conversation Data](https://kaizan.ai/blog/client-health/churn-prediction-on-conversation-data/): Churn prediction software for services firms reads calls, emails and chat, not product logins. See how the pipeline works, how to measure it and how to start.
- [Client Experience Touchpoints: How to Improve Them](https://kaizan.ai/blog/client-health/client-experience-touchpoints/): What client touchpoints are, why they matter in client success, and practical ways to optimise each one.
- [Reactive to Proactive: Great Client Teams](https://kaizan.ai/blog/client-health/from-reactive-to-proactive-client-teams/): With full inboxes and always-on expectations, here is how great client teams stay meaningfully connected and ahead of problems.
- [Gravity Global: Spotting Client Drift Early](https://kaizan.ai/blog/client-health/gravity-global-spotting-client-drift/): Gravity Global’s Ada Cavalmoretti on spotting the quiet signals of a slipping client relationship, confirming instinct with data and protecting time.
- [The Kite Factory: AI for Client Relationships](https://kaizan.ai/blog/client-health/kite-factory-ai-client-relationships/): Rik Moore of The Kite Factory shares how AI helps teams understand clients, spot risks earlier and improve client interactions.
- [Measuring Client Health with AI](https://kaizan.ai/blog/client-health/measuring-client-health-with-ai/): How businesses can use AI to measure client service levels and the leading indicators that affect client health.
- [NP Digital: AI for Stronger Client Relationships](https://kaizan.ai/blog/client-health/np-digital-ai-client-retention/): Brandon Smith, Managing Director at NP Digital, shares how AI is helping client teams gain visibility across relationships, save time, and protect revenue.
- [NP Digital Case Study: Spotting At-Risk Clients Early](https://kaizan.ai/blog/client-health/np-digital-early-warning-alerts/): How NP Digital caught at-risk clients earlier with early-warning alerts across Teams, Outlook, Slack and Google, saving some managers up to 8 hours a month.
- [Onboarding Metrics That Predict Retention](https://kaizan.ai/blog/client-health/onboarding-metrics-first-year-retention/): Kaizan's benchmark data shows the early cadence and coverage numbers that separate growing client accounts from churning ones, and how to score your own.
- [Account Management Software for Agencies: 10 Tools Compared](https://kaizan.ai/blog/client-software/account-management-software-for-agencies/): What account management software is, how it differs from a CRM, the features worth paying for, and 10 tools compared with 2026 pricing for agencies.
- [Agency Software Stack 2026: Tools by Job, Pitch to Retention](https://kaizan.ai/blog/client-software/agency-software-stack-2026/): The 2026 agency tools stack across eight jobs, from new business to retention: all-in-one vs best-of-breed, cost at 20, 80 and 200 people, and tools compared.
- [AgencyAnalytics Alternatives for Relationship Intelligence](https://kaizan.ai/blog/client-software/agencyanalytics-alternatives/): Honest AgencyAnalytics alternatives with current pricing, plus the relationship intelligence layer that catches what reporting dashboards cannot.
- [Best Customer Success Software for Agencies (2026)](https://kaizan.ai/blog/client-software/best-customer-success-software-for-agencies/): No single customer success software fits every agency. Compare Kaizan, Gainsight, Odie, Planhat, ChurnZero, Vitally and ClientSuccess on agency fit.
- [How to build your own client intelligence engine](https://kaizan.ai/blog/client-software/build-your-own-client-intelligence-engine/): Fourteen systems, the order to build them in and the failure mode of each, for the head of AI who has just been asked: can we build this?
- [Churn Prediction Software: What to Ask Vendors](https://kaizan.ai/blog/client-software/churn-prediction-software-vendor-questions/): Churn prediction tools split into usage-data and conversation-data models. Learn which fits your firm and the twelve questions to ask every vendor.
- [Client Collaboration Software and Portals for Agencies (2026)](https://kaizan.ai/blog/client-software/client-collaboration-software-for-agencies/): Eight client collaboration and client portal tools for agencies compared on pricing and fit, plus what clients should see and what should stay internal.
- [Client Management Software for Agencies: 12 Tools (2026)](https://kaizan.ai/blog/client-software/client-management-software-for-agencies/): Client management software explained: five tool types, 12 tools compared with list prices, a 7-step buying process and a 30-day plan off the RAG spreadsheet.
- [Client Onboarding Software: Do Agencies Need It?](https://kaizan.ai/blog/client-software/client-onboarding-software-for-agencies/): Most agencies don't need client onboarding software until they run about 10 concurrent onboardings. Rocketlane, GUIDEcx, Dock and Arrows compared.
- [The Client Relationship Is Bigger Than Your Inbox](https://kaizan.ai/blog/client-software/client-relationship-bigger-than-your-inbox/): A generic AI assistant only knows what you paste in. See how Kaizan builds memory from every client conversation and flags relationship risk early.
- [The Client Relationship Is Now an Operating System](https://kaizan.ai/blog/client-software/client-relationship-is-an-operating-system/): Introducing CARE, the standard for client relationship intelligence, live for every Kaizan user today.
- [Client Service Tech Stack: 25 Customer Success Tools by Job](https://kaizan.ai/blog/client-software/client-service-tech-stack/): The client service tech stack in four jobs (capture, record, score, act): 25 customer success tools compared, with what to use at 10, 50 and 200 clients.
- [CRM for Advertising Agencies: What to Track Beyond Deals](https://kaizan.ai/blog/client-software/crm-for-advertising-agencies/): An agency CRM needs five objects beyond deals: client, brand, campaign, stakeholder and renewal. See the fields to track and how to build it.
- [CRM for Service Businesses: What a CRM Misses About Clients](https://kaizan.ai/blog/client-software/crm-for-service-businesses/): A CRM stores contacts and deals, not the conversations where client relationships live. What it misses and how to add health scoring without replacing it.
- [CRM Hygiene for Account Teams: Why It Decays](https://kaizan.ai/blog/client-software/crm-hygiene-for-account-teams/): CRM hygiene decays because updating a field competes with a client conversation. Learn which fields to keep clean and a six-step process that holds.
- [Customer Retention Software for Agencies: 5 Tools Compared](https://kaizan.ai/blog/client-software/customer-retention-software-for-agencies/): Customer retention software for agencies and service firms: five tools compared (Gainsight, ChurnZero, Totango, Planhat, Kaizan), plus cost and churn cost.
- [Gainsight Alternatives for Agencies and Services](https://kaizan.ai/blog/client-software/gainsight-alternatives-for-agencies/): Gainsight is built for SaaS usage data. Compare Totango/Odie, ChurnZero, Vitally, Planhat and Kaizan for agencies whose health signal lives in conversations.
- [The Kite Factory: Unifying Client Data with AI](https://kaizan.ai/blog/client-software/kite-factory-unify-client-data/): Gabriella Krite of The Kite Factory shares how AI helps her team unify fragmented client data, improve visibility and create accountability.
- [MCP vs API, in Plain English](https://kaizan.ai/blog/client-software/mcp-vs-api-in-plain-english/): MCP vs API, explained without the tech jargon: why the difference decides whether your AI is a shortcut or a second brain for your client relationships.
- [Software for Consultancies 2026: 12 Tools by Job to Be Done](https://kaizan.ai/blog/client-software/software-for-consultancies-2026-stack/): The 2026 consultancy software stack across five jobs: win, plan, deliver, bill, keep. 12 tools compared, with cost at 25, 50 and 100 clients.
- [Your Data Is Yours. That's Our Policy.](https://kaizan.ai/blog/client-software/your-data-is-yours/): Kaizan CEO Glen Calvert on why your client intelligence stays yours: customisable, portable and never used to train a foundation model.
- [B2B Customer Journey Maps for Professional Services](https://kaizan.ai/blog/playbooks-and-templates/b2b-customer-journey-map/): How a B2B customer journey map helps professional services firms understand and improve their clients' experience.
- [Client Onboarding Process: 30-60-90 Day Plan for Agencies](https://kaizan.ai/blog/playbooks-and-templates/client-onboarding-process-30-60-90/): A client onboarding process maps a new account from signed contract to steady-state delivery across 30, 60 and 90 days. Steps, owners, scripts and a worked example.
- [Client Onboarding Questionnaire: 40 Questions](https://kaizan.ai/blog/playbooks-and-templates/client-onboarding-questionnaire/): A 40-question client onboarding questionnaire for agencies, with a reason for every question, a filled example, and variants for creative and consulting firms.
- [Client onboarding strategy by client tier](https://kaizan.ai/blog/playbooks-and-templates/client-onboarding-strategy-by-tier/): Run three onboarding tracks instead of one, sized to what each account is worth: strategic, core and light-touch, each with its own owner, timeline and automation.
- [Client Segmentation Models and How to Segment](https://kaizan.ai/blog/playbooks-and-templates/client-segmentation/): Learn the main client segmentation models, a step by step method for how to segment clients, and how to match a service model to each segment.
- [Client Success Plan Template](https://kaizan.ai/blog/playbooks-and-templates/client-success-plan-template/): What belongs in a client success plan for an agency account, how it differs from an account plan and a QBR deck, and three filled examples by account size.
- [Client Workshops in Enterprise Relationships](https://kaizan.ai/blog/playbooks-and-templates/client-workshops-in-enterprise-relationships/): How client workshops build trust and alignment in B2B relationships: types of workshop, their value, common challenges and how to facilitate them well.
- [How to Create a Client Advisory Board](https://kaizan.ai/blog/playbooks-and-templates/create-a-client-advisory-board/): What a client advisory board is, why companies run one, and how to set one up to get honest feedback on products, services and strategy.
- [Customer Relationship Management Process in 7 Steps](https://kaizan.ai/blog/playbooks-and-templates/customer-relationship-management-process/): A seven-step customer relationship management process for retainer accounts: build the record, map stakeholders, capture conversations, escalate risk and renew.
- [How to Automate Client Onboarding: Steps, Tools, Pitfalls](https://kaizan.ai/blog/playbooks-and-templates/how-to-automate-client-onboarding/): A seven-step client onboarding automation workflow for agencies and professional services firms: owners, timings, scripts to copy, and what breaks.
- [Key Principles in Strategic Client Management](https://kaizan.ai/blog/playbooks-and-templates/key-principles-in-strategic-client-management/): What strategic client management is, why it matters, the main challenges from time to expectations, and how to build the skills to retain and grow clients.
- [QBR Agenda and Format: A 45-Minute Run of Show](https://kaizan.ai/blog/playbooks-and-templates/qbr-agenda-and-format/): A 45-minute QBR format with a named owner, script and failure mode for every step, built for Heads of Client Service running a full tier of accounts.
- [QBR vs EBR vs MBR: Which Review Fits Which Client](https://kaizan.ai/blog/playbooks-and-templates/qbr-vs-ebr-vs-mbr/): A QBR, an EBR and an MBR answer three different questions for three different audiences. Here is which review each client tier needs, and when.
- [Quarterly Business Review Template for Agencies](https://kaizan.ai/blog/playbooks-and-templates/quarterly-business-review-template/): How to structure and fill in a quarterly business review for an agency: the eight-part agenda, what a good answer looks like in each section, and common mistakes.
- [How to Re-Engage Inactive Clients Before Churn](https://kaizan.ai/blog/playbooks-and-templates/re-engage-inactive-clients/): Why clients go quiet, a step-by-step way to re-engage them, re-engagement email examples, and how to win back churned customers before it costs revenue.
- [Stakeholder Mapping 101 for Client Relationships](https://kaizan.ai/blog/playbooks-and-templates/stakeholder-mapping-101/): What stakeholder mapping is, why it matters for client relationships, and an eight-step guide to mapping, managing and monitoring your client stakeholders.
- [What is a QBR? Definition, purpose and agenda](https://kaizan.ai/blog/playbooks-and-templates/what-is-a-qbr/): A QBR is a structured client review of value against goals. Learn what belongs on the agenda, how it differs from an EBR or MBR, and a 30-minute run of show.
- [CS Leader Q&A: Hannah Carthy, Verkeer](https://kaizan.ai/blog/qa/cs-leader-qa-hannah-carthy-verkeer/): Hannah Carthy, Managing Director at Verkeer, on running a digital marketing agency and keeping client service on track.
- [CS Leader Q&A: Mark Raymond](https://kaizan.ai/blog/qa/cs-leader-qa-mark-raymond/): Mark Raymond, co-founder of Anything is Possible, on delivering a frictionless client experience, scaling client services and using AI to cut admin.
- [Q&A: AI for Multi-Market Client Service Alignment](https://kaizan.ai/blog/qa/qa-ai-multi-market-alignment/): How AI helps client service teams spread across markets stay aligned on clients and stakeholders with different requirements.