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STAMP is the industry's first Retention Automation platform that uses AI to systematize the retention process, saving clients time and increasing their retention.

How Does STAMP Work

STAMP combines objective customer feedback, internal company datasocial listening and industry dynamics to create actionable insights and
playbooks to retain customers.

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STAMP, The Retention Automation Platform That Helps You Systematically...

Determine what's most important to your customers and channel partners

ldentify key playbook strategies and tactics  

See how well you are delivering against their needs

Track trends and progress over time 

Alert you when you are underperforming

Benchmark yourself against your peers and competitors

STAMP Produces Multiple Real Time Dashboards

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STAMP produces a dashboard on every client visualizing company performance across key areas of customer need. Each dashboard has 2 parts:

Top: Overall Perspectives & Customer Sentiment
Provides high-level summary of account performance on key indicators such as Net Promoter and Ease of Doing Business.  An overall “customer sentiment” score is also provided, based on STAMP’s proprietary algorithm. 

Bottom:  Statement Metrics

This section shows performance versus importance for each statement, quantifies the gap, and identifies whether you are exceeding, meeting or underperforming. 

STAMP also produces performance management dashboards to compare each account manager against his or her peer group to see who is leading, at parity, or lagging. 

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For any campaign, STAMP provides aggregate dashboards visualizing customer sentiment, NPS and other overall perspectives, category metrics, and alerts by STAMP.

Top: Summary Metrics

Shows an overview of the Likelihood to Recommend and NPS score, Ease of Doing Business, and completion status.


Middle: Major Category Alerts
Visualizes major category alerts, including for which companies and participants the company is performing below expectations.

Bottom:  Category Performance

Shows for each category, how important it is to customers compared to how well the company is delivering, including whether the category is on alert status.

The STAMP Dashboard Hierarchy

Allows You To View Results On Multiple Levels

Individual Dashboad
Company Dashboad
Account Manager Dashboard
Segment Dashboard

Shows the results for each individual contact

Roles individual assessments in to an aggregate company view

  • Visualize performance over time.

  • View comparisons against industry benchmarks.

  • Import CRM, Financial, Operating, and other internal data and use AI to run advanced analytics 

Advanced Visualization / Analytics  Available

Learn More

Account Manager
Provides a dashboard view by account manager to assess how well each account owner is delivering against the needs of their book of business

Aggregates companies together with like characteristics to view segments (e.g. by region, by company size, etc.)

STAMP Playbooks

STAMP Playbooks specifically address actions to be taken coming out of the visualization phase - namely  those that importance is high and performance is low. ACT addresses clients/account managers on alert status. ADAPT addresses cross client issues.

Give Us A Try

Try STAMP out!  Create dashboards on 3 of your top customers.  Simply tell us a bit more about your company.


Common Questions About STAMP

  • What is our typical customer participation rate?
    We average 70%. This is because we explain to participants that it is not a survey, but an assessment and the output is a dashboard specific to their organization which we share with them and the account managers
  • How long does it take to implement STAMP?
    A STAMP can be launched in as little as 3-4 hours. But note, for most organizations, it takes a few weeks to develop and socialize the assessment and client communications.
  • How frequently do you do a STAMP campaign?
    We recommend doing as frequently as you can act on the data; that said, most clients do it at least twice a year. You can also launch a STAMP based on the calendar (e.g. every JAN and JUL), or based on an event (e.g. a month after contract renewal).
  • We already survey our customers, why use STAMP?"
    STAMP is not a survey, it’s an assessment. A survey conveys you are polling hundreds or even thousands of customers and looking at the aggregate results. STAMP is designed to build a dashboard on each respondent, company, or account manager. And of course you can aggregate results to look at any segment you choose.
  • What are typical results for clients?
    We see retention rates increase by 3-5% and NPS scores by 15-20 points.
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