Your Book of Business Shouldn't Go Cold.
BoB HQ™ keeps you connected with the clients you already worked so hard to earn—with timely, personal touches throughout the year.
Simple setup. Built for your existing book of business.
Client Retention
Your clients aren't leaving because you did a bad job. They're leaving because they forgot about you.
Relationship-driven businesses spend enormous time and money earning new clients, then often rely on memory, calendars, or scattered CRM tasks to stay in touch after the initial sale or service.
Months go by. A competitor reaches out. A new need comes up. A client has a question. And suddenly the relationship you worked so hard to build is vulnerable.
The relationship begins.
You earn the client, solve the immediate need, and move on to the next customer, project, or appointment.
Life gets busy.
Follow-ups, birthdays, check-ins, and routine touches compete with everything else on your calendar.
The relationship cools.
The client may still value you, but you're no longer top of mind when they need your services again.
Someone else gets the call.
Not because they served the client better. Because they happened to be the business that stayed visible.
Connect your book.BoB handles the follow-up.
BoB HQ™ turns your existing client data into an ongoing retention system—without forcing you to build complicated workflows or replace the CRM you already use.
Connect your CRM
Connect your existing book of business so BoB HQ™ knows who your active clients are.
Choose your touches
Turn on the retention touches you want BoB HQ™ to manage throughout the client relationship.
BoB watches the calendar
BoB HQ™ determines which clients should receive each touch and when it should happen.
Your book stays warm
Clients hear from you consistently while you stay focused on serving clients and growing your business.
Other platforms give you tools to build workflows. BoB HQ™ gives relationship-driven businesses a client retention system that's already built.
Built to keep your clientsconnected to you.
BoB HQ™ manages the retention touches that are easy to forget, hard to track, and too important to leave to chance.
Your client follow-up calendar, already built.
BoB HQ™ identifies which active clients should receive each retention touch and when—so the relationship keeps moving even when your calendar gets busy.
CRM-connected book tracking
BoB HQ™ works from your existing book of business instead of forcing you to rebuild it somewhere else.
Automatic client selection
BoB determines which active clients qualify for each touch so you don't have to manage lists manually.
Automatic scheduling
Retention activity is timed around the client relationship, not around whether you remembered to set a reminder.
Ringless voicemail delivery
Send personal voice touches through your connected delivery service without manually calling the entire book.
Simple status visibility
See what's active, what's ready, and what BoB is handling without digging through complicated workflows.
Built for client retention
This isn't a blank automation canvas. BoB HQ™ is designed around the ongoing relationships businesses have with their clients.
Keep your CRM.Add the retention layer.
BoB HQ™ is designed to work alongside the systems you already use. Your CRM remains your source of client data while BoB HQ™ adds the retention logic, timing, and follow-up.
BoB HQ™ reads the client information it needs from your connected CRM so your existing workflow stays intact.
BoB decides who needs a touch and when.
Your connected delivery service sends the personal retention touches BoB HQ™ has scheduled for the right clients.
Pricing that growswith your book.
Start small and move up only when your client base grows. Every BoB HQ™ plan includes the complete client-retention system.
The complete client-retention system to keep your book warm automatically.
BoB Blast
Custom campaigns
Managing more than 1,500 active clients? Custom pricing is available for larger client bases and multi-user organizations.
If you exceed your plan's active-client limit, BoB HQ™ gives you a 30-day grace period and advance notifications before moving your account to the next tier. If your client count falls back within your plan during the grace period, the pending upgrade is canceled, and you will remain in your current plan.
Pay As You Go Credits
Credits never expire.Monthly Delivery Plans
Credits auto-renew and do not roll over.Slybroadcast® pricing shown for reference and is subject to change. Current as of October 2026. For the most up-to-date pricing, visit Slybroadcast.com.
What does it cost to keep a 750-client book warm?
A simple example based on five client touches each year: four quarterly check-ins plus a birthday message.
BoB HQ™ + Slybroadcast®
Printed Postcards
And the savings continue in Year 2.
The same 750 clients. The same five touches. But BoB HQ™ enters Year 2 with 1,250 Slybroadcast® credits already available.
Example based on a 750-client book receiving four quarterly check-ins plus one birthday message per year, delivered as ringless voicemails. BoB HQ™ pricing reflects the Pro plan at $59.99/month. Slybroadcast® estimate assumes the purchase of 5,000 pay-as-you-go voicemail credits for $250, with 3,750 credits used in this example and 1,250 remaining for future use. Postcard postage is calculated at $0.65 per piece. Postcard printing is estimated at $0.10–$0.20 per piece and may vary by vendor, paper stock, finish, quantity, and shipping. Preparation and addressing costs are not included. BoB Blasts are not included in this example.