Three engines. One operating system for relationships.
Retention IQ and Revenue IQ share a relationship-intelligence layer that values your book, scores every relationship's drift, and drafts outreach in your voice. Margin IQ, delivered as an advisory engagement, adds Market Index, Package Score, and Load Balance so the same team can also answer what should change.
Three capabilities designed to work together.
Retention IQ and Revenue IQ inherit this relationship layer. Margin IQ adds a second decision layer—Market Index, Package Score, and Load Balance—to analyze pricing and operating structure.
Your practice, priced like an asset.
Future revenue embedded in your active client relationships, discounted to today, weighted by each client's retention probability. Moves daily.
Churn prediction, per-client.
Every client has a personal rhythm. We score each one against their own cadence — with plain-English drivers explaining why.
Drafts that sound like you.
Paste 15 messages you've already sent. We learn your voice. Every draft ships in three tones: your tone, a little warmer, a little more direct.
Bring back the clients who stopped booking.
Every service business has the same invisible problem: a chunk of clients who aren't cancelling — they're just quietly not booking. Retention IQ reads your whole book, scores each one's drift, and drafts the outreach that brings them back.
- Book Value tickerYour practice priced like an asset, moving daily
- Drift RadarEvery client scored against their personal rhythm
- Voice TrainingDrafts that sound like you, not a mass-email template
- Bundle boost+$60K avg recovery · $140K when paired with Revenue IQ
Fill the dead hours you can't see.
Your schedule looks busy. Your books look healthy. But there are holes — Tuesday 9am, Thursday 1pm, Saturday 4pm — that haven't filled in months. Revenue IQ finds them, ranks them by recoverable dollars, and drafts the flash offer to close the gap.
- Schedule ValueEvery open hour priced. Your 14-day forward number.
- Demand Heatmap7 days × 11 hours. Dead slots flagged and ranked.
- Provider ScorecardsRev/hour, utilization, rebook rate — fair, formulaic
- Flash Offer GeneratorRight-sized discounts. Never on your peaks.
Know what to change.
Your booking system reports what happened. Margin IQ analyzes pricing, packages, provider performance, service lines, and capacity, then ranks the decisions that deserve attention.
- Market Index — price position with source and confidence visible.
- Package Score — package and membership signals from client behavior.
- Load Balance — provider utilization alongside client rebooking patterns.
- Ranked report — dollar-impact scenarios and a working session.
LO Radar — past-client intelligence for individual LOs.
Same intelligence layer (Pipeline NPV, Drift Radar, Voice Training), purpose-built for the workflow of an individual mortgage loan officer working their career book. Compliance-aware (RESPA / TILA / TCPA). Different audience, separate brand, dedicated site.
Alone, each one recovers real dollars.
Together, they compound.
Drift Radar predicts which relationships are decaying. Book Value prices the decay. Voice Training drafts the outreach. Schedule Value tells you where to put them when they come back. One system.
Start with the engine that answers today's question.
Bring a CSV export from any system. We'll show you Book Value, Drift Radar, and Voice Training on your actual clients — 15 minutes, no sales pitch.