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LionShieldAI

We work out where AI pays in your business, then build it.

a worked example · sales

Have you ever lost a client at renewal without seeing it coming?

There was no complaint. They simply went quiet, then moved. You learned at renewal.

Is this you?

  • Most of your income comes from clients you already have.
  • Renewals arrive as dates on a calendar, not as prepared conversations.
  • Warning signs sit in emails and service requests that nobody reads together.

When we'd advise against it

With a few dozen accounts, your team already knows each one. If renewals are automatic and nobody leaves, spend the effort somewhere else.

Where it goes wrong

  1. Client served
  2. Contact logged
  3. Issues raised
  4. Window opens
  5. Risk read
  6. Conversation
  7. Renewed

Clients get attention when something breaks, and little otherwise.

An account rarely announces it's leaving. It keeps answering your service team, and stops answering you.

In an insurance agency, it's the commercial account that asked for its loss runs. In wealth management, it's the client who moved one account elsewhere. In distribution, it's the contract customer suddenly ordering a third less.

What we would build: a renewal watch

Ahead of each renewal, it brings you the account's recent story and a suggested next step.

What would change

  • Every account is read for the signs that come before a loss.
  • Cooling accounts are marked worth a look, early.
  • Each renewal arrives with a short brief and a next step.
  • Accounts ready for more are noted too.

What it's worth to you

Count the clients you lost last year, and how many of them you saw coming.

Multiply the ones you missed by their yearly revenue. Then multiply by the years a client usually stays.

Renewal watch · the coming quarter

52 renewals due

Looking steady
44
Worth a look: replies slowing, or a complaint still open
6
Asked for papers another firm would need
2
Calls suggested this week
8

This is the shape of the output, with names left out. A person decides on every line.

How it would run

Read every step

What it reads

Your client or agency system, the shared service inbox, and each account's history. It runs every Monday across the renewals coming up. We confirm each source with you in the first conversation.

The steps

  1. Lists the renewals due over the coming quarter.
  2. Reads each account's recent emails, requests and history.
  3. Compares this year's pattern with the client's usual one.
  4. Marks the signs worth a look, with the evidence.
  5. Drafts a one-page brief and a suggested next step.
  6. Sends each account manager a Monday list, highest risk first.

Where a person signs off

Your account managers decide every move. The brief only suggests.

What it never does

It never tells a client they were flagged. It never states a guess as fact. It never contacts a client itself.

What we'd need from you

Read access to your client system and service inbox. Your renewal calendar. Ten accounts you lost, and ten you kept.

What usually comes with it

  • Cross-selling, so steady clients hear what else you do.
  • Same-morning replies to routine client questions.
  • A quiet-thread watch, so an open question never dies in silence.

You become the firm clients don't think of leaving.

Nobody leaves at renewal without you having seen it first.

Yours won't look exactly like this. A first conversation is where we work out what it should look like.

If this sounds like your week, write to us.

We'd suggest a first conversation with one of our co-founders. It's free, about an hour, and needs no access.

Ask for a first conversation

A person replies, usually within one working day.