Practical playbooks,
not theory.
Three real workflows agencies run on LedgeSpace: keeping clients before they think about leaving, onboarding a new one fast, and reviewing what RUSHA finds before a client ever sees it.
The Client Retention Playbook
Most agencies lose accounts quietly — a client stops believing the work is having an effect long before they say so out loud. This playbook uses proactive proof of value instead of waiting for the monthly call to defend the retainer.
- 1
Catch problems before the client does
Run the daily anomaly and correlation scans as a standing account monitor. Review the Insights Feed each morning using the blunt Internal View — this is where you find the CPA spike or traffic drop first, not in a client's Slack message.
- 2
Decide what's worth publishing
Not every internal finding belongs in front of a client. Use the Client View to translate only the insights that build confidence or explain a real change honestly — RUSHA writes both versions from the same verified facts.
- 3
Give clients evidence between calls
Approved insights and AI-written executive summaries reach clients directly through reports and the live Vault display, so a client sees ongoing analysis happening even in the weeks you don't have a call scheduled.
- 4
Answer the hard question live, not later
When a client asks why something changed mid-call, answer it on the spot with a verified number instead of promising to "look into it and get back to you" — every RUSHA answer is checked against live data before you say it out loud.
Retention isn't won in the renewal conversation. It's won in the six weeks before it, by a client who already has proof the account is being watched.
Read the full internal-audit guideThe New Client Onboarding Playbook
The first two weeks with a new client set the tone for the entire relationship. This playbook gets a client from signed contract to their first branded, automated report with the least possible manual work.
- 1
Set up your brand identity once
Configure your custom domain, colors, logo, and sending email before connecting a single client — this is a one-time setup that then applies automatically to every client portal and report you create.
- 2
Connect the client's platforms
Bring in their ad accounts, analytics, and CRM through the supported integrations. LedgeSpace normalizes 23 different platforms into one consistent dataset, so it doesn't matter which mix of tools this particular client happens to use.
- 3
Map access and permissions
Decide who on your team sees what for this client, and what the client themselves is allowed to see in their portal — this is a five-minute step that prevents an awkward permissions conversation three months in.
- 4
Schedule the first automated report
Build the report template once. It sends itself on your chosen schedule from then on — the client's second report requires zero additional work from your team.
A new client who receives a polished, branded report in their first week trusts the engagement more than one who waits a month for a spreadsheet.
Read the full account setup guideThe Daily Report-Approval Playbook
Nothing RUSHA finds reaches a client automatically. This playbook is the five-minute daily habit that turns background AI scans into a deliberate, reviewed quality-control process instead of a black box.
- 1
Open the Insights Feed each morning
Anomaly detection and correlation detection run once daily, comparing each client's recent performance against their baseline and checking for statistically significant relationships across connected platforms. Drafts are waiting for you, not yet sent to anyone.
- 2
Read the Internal View first
This version is blunt on purpose — it's written for your team, not a client, so it says plainly what changed and why without softening the message.
- 3
Decide: approve, dismiss, or hold
Approve what's accurate and worth a client seeing. Dismiss false positives or anything not yet relevant. Nothing moves forward without this explicit decision from a person on your team.
- 4
Let the Client View do the translation
Once approved, the polished client-facing version — same facts, different tone — appears on the client's Vault page and in their next generated report automatically. You never write it by hand.
The AI does the finding. Your team still does the deciding. That's what makes the client-facing version trustworthy enough to put your agency's name on.
Read the full RUSHA AI guideStop guessing.
Start running the process.
White-label agency reporting software, from $39/mo billed annually.
LedgeSpaceLedgeSpace | Agency Intelligence, Automated.
We build autonomous data engines for agencies tired of sending manual spreadsheets. Stop reporting. Start directing.
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