Frequently Asked Questions

RetentionAI is an AI-powered tool designed specifically for management consultants to generate professional follow-up emails. It helps you save time while maintaining personalized, high-quality client communication that drives engagement and strengthens relationships.

On average, consultants save 17-20 minutes per follow-up email. Instead of starting from scratch, you provide key meeting notes and client context, and our AI generates a polished, professional email in seconds. You can then review and customize it before sending.

RetentionAI is built specifically for management consultants, strategy consultants, and professional services firms who need to maintain consistent, high-quality client communication. It's perfect for individual consultants, small firms, and large consulting practices.

Unlike generic email assistants, RetentionAI understands the nuances of consulting communication. It offers five specialized follow-up types (Post-Meeting Sprint, Proposal Momentum, Status Dashboard, Deliverable Communication, and Relationship Nurturing) tailored to common consulting scenarios.

Simply click 'Get Started' and create your account with your email and a secure password. After email verification, you'll complete a brief onboarding process where you'll set up your firm profile, including your firm name, type, role, and hourly rate.

Yes! We offer a generous free tier that allows you to generate up to 100 follow-up emails per month. No credit card is required. This is perfect for individual consultants or those just starting out. You can always upgrade to a paid plan for more emails and advanced features.

Absolutely! Click 'Try Demo' to experience our follow-up wizard without signing up. This gives you a hands-on preview of how the email generation process works, though you'll need an account to save and send emails.

During onboarding, we'll ask for your firm name, firm type (independent consultant, boutique firm, or large firm), your role, and your typical hourly rate. This helps us calculate time savings and customize the experience for your specific needs.

RetentionAI offers five pre-defined templates: Post-Meeting Sprint (for immediate action items), Proposal Momentum (to drive decisions), Status Dashboard (project updates), Deliverable Communication (sharing work products), and Relationship Nurturing (maintaining long-term partnerships). You can also create your own custom templates.

Yes! Every generated email is fully editable. You can modify the content, adjust the tone, add specific details, or completely rewrite sections. The AI-generated content serves as a professional starting point that you can tailor to your exact needs.

Currently, RetentionAI generates email content that you can copy and paste into any email client. We're working on direct integrations with popular email platforms like Outlook and Gmail for seamless sending.

Yes! You can save successful follow-ups as templates for future use. The Templates section in your dashboard lets you organize and quickly access your most effective email formats for different client situations.

RetentionAI includes a built-in CRM-lite system. You create a client entry and it is added to your client list. You can track all interactions, view communication history, and see metrics like time saved and value generated per client.

Currently, clients are being managed manually through the Clients page. We're developing bulk import functionality to help you bring in existing client databases via CSV upload.

Absolutely. We use enterprise-grade security with row-level security policies, ensuring that only you can access your client data. All data is encrypted in transit and at rest, and we never share or sell your information.

Currently shared client information is under development. Team members within the same firm would be able to access shared client information, making collaboration seamless while maintaining security between different firms.

After your 14-day free trial, RetentionAI offers flexible pricing based on your usage needs. Plans start at $49/month for individual consultants and scale based on email volume and team size. Visit our pricing page for detailed information.

You'll receive notifications as you approach your limit. When reached, you can either upgrade to a higher plan or wait for your limit to reset next month. We never cut off access unexpectedly - you'll always have notifications to plan accordingly. Usage is also tracked in the dashboard, you can see how many emails you've sent and how much time you've saved.

Yes, you can upgrade, downgrade, or cancel your subscription at any time from your account settings. Changes take effect at the next billing cycle, and you'll retain access to features through the end of your paid period. Upgrade to higher plan is applied immediately.

Due to the nature of the product and AI usage for generating emails, we do not offer refunds. However, you can cancel your subscription at any time and you will retain access to your account until the end of your current billing cycle.

The billing cycle is monthly. You will be charged on the day you sign up and then on the same day of each month thereafter. You can cancel your subscription at any time and you will retain access to your account until the end of your current billing cycle.

No, the unused email generations are not carried over to the next month. Each month you start with a fresh set of email quotas according to your plan.

Yes! We offer custom pricing for teams of 5+ and enterprise organizations. Contact our sales team for volume discounts, custom features, and dedicated support options tailored to your firm's needs.

RetentionAI works on all modern browsers including Chrome, Firefox, Safari, and Edge. We recommend using the latest version of your preferred browser for the best experience. The platform is also fully responsive for tablet and mobile use.

We offer multiple support channels: in-app feedback widget for quick questions, email support at support@getretentionai.com, and comprehensive documentation in our Help Center. Premium plans include priority support with faster response times.

We're currently developing a REST API for enterprise customers who want to integrate RetentionAI into their existing workflows. Contact our team if you're interested in early access to our API program.

We continuously improve RetentionAI based on user feedback. Updates are rolled out seamlessly without any downtime or action required from you. Major feature announcements are shared via email and in-app notifications.