The Retention Risk Audit | Intake
The Retention Studio LLC
Intake
Your Retention Risk Audit

Let's talk about what you are carrying.

This intake is how we start sharper than a conversation could. You are going to walk me through four things: your firm, your team, your clients, and what brought you here. I read every one of these before we meet. The more specific you are, the deeper the 90 minutes go.

No wrong answers. Use role titles or initials if you are more comfortable. Auto-saves as you go.

30โ€“45 minTo complete
At your paceNo timer
Your deviceSaves automatically
PDF exportEmail to Joanne when done
01

Firm context.

The basics first. Who you are, how large, how long you have been at this, and whether anything has shifted recently.

What is the name of your firm?
What kind of work do you do?
One or two lines is plenty. Skip the marketing language if possible.
How long has your firm been operating?
How many people are on your team?
Including you, including part-time, excluding contractors you use occasionally.
What is your approximate annual revenue?
A range is fine. This informs the cost-of-inaction math.
Have you restructured, downsized, or reorganized in the last 18 months?
Are you considering a sale or ownership transition in the next 2 to 5 years?
This matters because key-person dependency gets priced into firm valuation. Honest answers are better than polished ones here.
02

Your team.

The Audit reads risk on two sides. The people first, the clients next. Tell me about the people who carry your firm.

Which 3 to 5 people on your team, if they left tomorrow, would cause the most damage?
Use role titles or initials if that feels safer. Salary ranges are for the cost-of-inaction math. "What they carry" is the most important field, this is where the mapping starts.
Have you lost anyone in the last 12 months whose departure surprised you?
Is there someone you are watching right now? Something you have noticed but not named?
The low-level anxiety about a few people. Write it here. This is often where the Audit finds the sharpest signal.
How do you currently think about retention?
Anything else about your team I should know before we meet?
Optional. Dynamics, tenure patterns, a manager who is struggling, a team in transition, anything that changes how I should read what I am seeing.
03

Your clients.

Now the other side. Your client relationships carry revenue, and usually they live inside specific people on your team. This section is where the dual-track mapping starts.

Approximately what percentage of your annual revenue comes from your top 3 clients?
Rough estimate is fine. This is the concentration signal.
Walk me through your top 5 to 10 client relationships.
Client name or identifier (pseudonyms are fine, like "Client A" or "Top manufacturing client"). Annual revenue contribution. Who on your team holds the primary relationship. Any notes on health.
Have you lost a significant client in the last 18 months?
Are any client relationships feeling shaky right now?
Quieter than they used to be. Slower to respond. A stakeholder who stopped showing up to meetings. Something you cannot quite name.
If one of your critical people left, which client relationships would be most at risk?
This is the question the Audit exists to answer. Your best first read is usually right, give it a shot.
04

The signal that brought you here.

Last section. The context behind the purchase. What you are hoping for on the other side of the seven days.

What prompted you to book this Audit?
The specific moment or realization, if there was one. Or the slow build, if there was not.
When you imagine the five deliverables landing in your inbox in seven days, what do you most want to see?
What is the one outcome that would make this Audit worth the $1,500?
Anything else you want me to know before we meet?
Optional. The thing you almost did not say.
You are done

Your intake is complete. Here is how to send it.

Export the PDF below. Then email it to me at [email protected] at least 24 hours before your session. I read every intake before we meet. It is what makes the 90 minutes go deeper than a conversation could.

What happens next

Once I have your intake and your two Observable Risk Indicator reports, I prepare for our session. I work through your team, your clients, your concentration, and the connections between them before we meet. You show up ready to be honest. I show up ready with the right questions.

If anything in the intake was uncomfortable to write, say so when we meet. That tells us where the real signal lives.

Questions before the session: [email protected].

The Retention Studio LLC  ยท  theretentionstudiollc.com
Saved