Retain clients
The retention playbook in one platform.
Retention isn't about account management calls. It's about the reporting experience between them. Lumina changes it.
app.luminainsights.co/dashboard
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Sample data · Last 30 days
Demo workspace · Cross-channel overview
Last 30 days Edit layout Share
Sessions
84,210
+12.4%
Organic clicks
28,402
+11.7%
Ad spend
$48,730
+6.1%
Conversions
1,904
+18.2%
Sessions · last 30 days
vs previous 30
This period Previous
AI insights
Draft — edit before sending
- Organic clicks up 11.7%, led by the /guides pages.
- Paid CPC is up 9% month on month — worth a look at match types.
- Conversion rate improved on mobile for the third week running.
Top channels
By sessions
NameSessionsConv.
- Organic search28,402612
- Paid search19,880540
- Paid social16,240402
- Direct11,905218
Sessions by device
GA4
- Mobile58%
- Desktop34%
- Tablet8%
The problem
What's draining your team today.
- You do great work but clients don't see it
- Renewals turn into pricing negotiations instead of expansion conversations
- Quarterly business reviews feel like re-selling the relationship
- Your best accounts churn to a competitor with a better portal
Per client
portals
Daily to quarterly
scheduled delivery
Goal
pacing
Brand voice
per client
How Lumina fixes it
The shift that pays for itself in the first week.
Client portals
Dashboards, reports, insights and PDF downloads behind a branded login.
Narrative reports
Clients see the story, not a chart dump.
Goal pacing
Each goal shows as on track, behind or at risk, so renewals start from progress.
Brand-grade delivery
Reports in your brand, with "Powered by Lumina" removable.
Keep exploring
Book a demo and see the math on your numbers.
Connect your data. Pick a template. Add your branding. Hit send.
14-day free trial · No credit card · Live onboarding included