TapClicks to host webinar on spotting at-risk accounts before revenue slips

TapClicks will hold a free online webinar Aug. 25 for agencies, media companies and customer success teams on using marketing data, CRM context and AI to identify clients at risk of churn or ready for expansion. The 40-minute session will include live demos and a Q&A on how to move from fragmented dashboards to a single view of account health.

Why it matters: - Agencies and media companies often have to decide which clients need attention before revenue is already at risk. - TapClicks is pitching a faster way to identify churn risk, renewal timing and expansion opportunities using existing data instead of manual guesswork. - The webinar is aimed at customer success, sales, revenue operations and agency leaders who manage client retention and growth.

What happened: - TapClicks announced a free online webinar titled "Discover At-Risk Accounts Before They Become Lost Revenue." - The session is scheduled for Tuesday, August 25, 2026, at 11:00 AM PT / 2:00 PM ET. - The format is a 40-minute live presentation with demos, followed by a 10-minute Q&A. - Kevin Yamano, TapClicks VP of Marketing, will host the event. - Angshuman Rudra, Duncan Brattel and Ria Boyce will also take part. - Registration is available through the webinar registration page.

The details: - TapClicks says the session will show how marketing performance data, CRM context, client-specific goals and AI can be combined into one actionable view. - Attendees will see live demos, real TapClicks screens and real workflows. - The webinar will cover how to organize a book of business to spot patterns and outliers across accounts. - The session will also cover how to combine marketing performance, CRM data and client context to build a clearer picture of campaign health. - TapClicks plans to show how teams can define health signals tied to each client's goals instead of relying on generic benchmarks. - The presentation will also address how AI can surface churn risk, renewal timing and expansion opportunities. - Another focus is moving from a high-level client health view down to campaign-level details such as pacing issues, anomalies and performance changes.

Between the lines: - The webinar reflects a broader push to connect fragmented data sources into a single client-health workflow. - TapClicks is positioning AI as a practical tool for retention and account growth, not just reporting. - The emphasis on real workflows suggests the company is trying to appeal to operators who want immediate use cases rather than theory.

What's next: - Registered attendees will get the live walkthrough on Aug. 25. - TapClicks says the goal is to leave participants with a practical framework for identifying at-risk, healthy and growth-ready accounts. - The company also points attendees toward its Marketing Intelligence Platform, which includes more than 12,500 MarTech and AdTech connections, automated warehousing, scalable reporting and data analytics. - TapClicks says thousands of agencies, media companies and brands use the platform. - More information is available at TapClicks.