Portfolio
Who's trending down, who's gone quiet
Every client on one screen, scored against their own history. A falling number and a run of silences are both flagged — the second one is the one people miss.
Formary asks your retainer clients how the month went — every month, without anyone remembering to — and tells you who needs a call before they tell you they’re leaving.
Try it — this is the control your clients click.
Scales, choices, open text. Publish it and the questions stay the same period after period, so the answers stay comparable.
A schedule fires in each client's own timezone at the hour you choose. Every client gets their own single-use link.
A nudge mid-window, a last call before the deadline — then the links stop working. Nobody on your team chases a survey.
A low score emails the team the same day. The rest collects quietly until you look.
Every client on one screen, scored against their own history. A falling number and a run of silences are both flagged — the second one is the one people miss.
Scores in the bottom of the scale, or a sharp drop from last period, email the whole team the day they land — with what it fell from.
Free-text answers are summarised into themes with honest counts — what recurred, how many raised it, and the overall tone.