Client knowledge that
never walks out the door.
140,000+ agencies in the US manage client relationships across scattered tools. queri gives your team one place to ask anything about any client.
A story you already know
Alex left on Friday.
By Monday, nobody could find
anything they knew.
Alex was the AM everyone relied on. Four years at the agency. Knew every client's history, every vendor's quirks, every reason behind every decision that was never written down.
Need to know why you set up the Globex account with net-60 terms? Alex remembered. Wondering what the client actually said in that tense call last March? Alex was there. Can't find the brand guidelines the client sent over DM? Alex had them saved.
Alex didn't hoard knowledge on purpose. Nobody does. It just happens. The decisions get made in Slack threads that scroll away. The context lives in meetings nobody recorded. The "why" behind things accumulates in people's heads — and nowhere else.
hey does anyone know why we set up the Globex account with net-60 terms instead of our standard net-30? client is asking and I can't find it documented anywhere
hmm I think Alex handled that one. you could try checking the shared drive?
I've been through Drive, Notion, and email. Nothing. It was probably discussed in a Slack DM or a meeting that wasn't documented.
Alex's last day was Friday.
That was just Monday morning. By Wednesday, three more client questions surfaced that nobody could answer. By the end of the month, the team had collectively spent over 40 hours retracing steps, re-asking clients awkward questions, and rebuilding context that one person used to carry effortlessly.
of what an account manager knows is lost within 24 hours of their departure.
Ebbinghaus forgetting curve, applied to organizational knowledge
The slow unraveling
The worst part isn't the dramatic moments. It's the slow drip of things you don't even know you've lost.
A client relationship cools because the new AM doesn't know the unwritten preferences: that they hate Monday meetings, that their CEO prefers executive summaries over detailed reports, that the real decision-maker isn't the one on the contract.
The most expensive knowledge in your agency was never in a document. It was in someone's head. And now it's gone.
Agencies are hit the hardest because each person holds a bigger piece of the client puzzle. When one of six people on an account leaves, you don't lose 16% of your capacity. You lose 30-40% of your client knowledge.
lost annually to knowledge drain at a 50-person agency with average turnover.
Industry analysis: Market Logic, HR Morning, Panopto
But what if it didn't have to be this way?
The fix
Now replay that Monday.
Same question. Different outcome.
Why does the Globex account have net-60 payment terms instead of our standard net-30?
The Globex account was set up with net-60 terms as part of the Q2 2024 contract negotiation. Based on a Slack conversation between Alex and Dana on April 14, 2024:
Globex agreed to a 2-year commitment (instead of annual) in exchange for extended payment terms. Alex noted: "net-60 was the dealbreaker — they were going to go with [competitor] otherwise. Worth it for the 2yr lock-in."
The terms were approved by Dana (VP Sales) and documented in the signed MSA (Google Drive, Contracts folder).
30 seconds. Full context. No awkward client call.
Alex's knowledge didn't leave. queri kept it.
Every agency feels this.
Account managers leave. Client context vanishes.
Every agency has felt it — a key AM departs and suddenly nobody knows why the client switched from Marketo to HubSpot, what the CEO said about rebrand timelines, or which contacts are the real decision-makers.
Client knowledge lives in 8 different tools.
Meeting notes in Notion, files in Drive, conversations in Slack, tickets in Zoho, proposals in email. Good luck finding that one thing the client mentioned 3 months ago.
Onboarding new team members takes months.
Every time someone joins an account, they spend weeks asking the same questions. The ramp-up tax compounds across every client.
Built for multi-client workflows.
Separate workspaces per client
Each client gets their own isolated knowledge base. Cross-client analytics let you spot patterns without mixing data.
Account handoff generator
When an AM transitions off a client, queri generates a comprehensive handoff doc — relationships, history, quirks, open threads — automatically.
Ask about any client, any time
"What did Globex say about the rebrand timeline?" "Who's the real decision-maker at Acme?" Instant answers from every tool your agency uses.
White-label (coming soon)
Give your clients a branded knowledge portal powered by queri. Your name, your brand, their knowledge — searchable.
Agency Add-On: $49/mo flat
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