Engagement · Step three
Keep retention governed as the company changes.
The Governance Retainer keeps the operating model alive as accounts move, teams scale and board questions evolve. It is not a recurring status meeting. It is the decision cadence around retained revenue.
Best used when
01The Diagnostic has established a baseline and leadership wants continuity.
02Retention exposure changes quickly across segments or large accounts.
03The board needs a consistent, decision-ready retention view.
04The company needs senior judgement without hiring a full-time executive.
Included
01
Monthly executive retention review
A decision session with the accountable leaders, anchored in the risk register rather than a slide calendar.
02
Maintained retention intelligence
Dashboard, exposure map and decision log kept current as the business changes.
03
Quarterly board-ready view
Position, concentration, movement, action and the decisions leadership is asking the board to understand.
04
Standing senior access
For the renewal that moves, the account that turns or the diligence request that lands between reviews.
Roles
| Velora owns | Your leadership team owns |
|---|---|
| Facilitation, analysis and challenge | Decisions and internal accountability |
| Maintaining the reporting standard | Supplying timely operational inputs |
| Surfacing changes in exposure | Executing the agreed actions |
| Board-ready synthesis | Owning the business outcome |
Success after three to six months looks like fewer surprises, faster cross-functional decisions and a leadership team that can explain retention exposure in one consistent language.