How We Used a Client Advisory Board to Retain Our Top 10 Accounts episode artwork

EPISODE · May 28, 2026 · 10 MIN

How We Used a Client Advisory Board to Retain Our Top 10 Accounts

from The Agency Owner Podcast with Fexingo: Marketing Agencies, Clients, and Service Business · host Fexingo

In this episode of The Agency Owner Podcast, Lucas and Luna explore a retention strategy that most marketing agencies overlook: the client advisory board. They walk through a specific case of a 15-person B2B agency that lost zero of its top 10 accounts over three years after implementing a quarterly board made up of its largest clients. Lucas breaks down the structure — six clients, two rotating seats, half-day meetings twice per year — and shares how the board improved net promoter scores by 22 points and led to productized services. Luna pushes back on the time investment and asks whether smaller agencies can pull it off without the margins. The conversation includes real examples of pricing changes and service expansions that came directly from board feedback. If you've ever lost a big client because you didn't see the warning signs, this episode offers a concrete system for staying ahead. #ClientAdvisoryBoard #AgencyRetention #MarketingAgency #B2BMarketing #ClientRetention #AgencyGrowth #BusinessStrategy #ServiceBusiness #NetPromoterScore #AgencyOwner #ClientFeedback #RetentionStrategy #AgencyOperations #ScalingAgency #FexingoBusiness #BusinessPodcast #AgencyPodcast #MarketingTips Keep every episode free: buymeacoffee.com/fexingo

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How We Used a Client Advisory Board to Retain Our Top 10 Accounts

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This episode was published on May 28, 2026.

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