Client Health
How client accounts are proactively monitored, nurtured, and grown without reactive firefighting.
From trigger to completion handoff
Primary unit economics indicator
✓ Delegated to Tom Reynolds
🎯 Process Purpose
Ensure >95% client retention and uncover expansion opportunities through automated health signals.
📥 Process Inputs
Usage logs, NPS responses, error rates, communication sentiment.
📤 Process Outputs
Expansion proposals, renewal agreements, resolved escalation tickets, case study approval.
Step-by-Step Workflow Visualizer
Process Steps Flow(4 total steps)
Click any step to inspect checkpoints, tools, and AI opportunities.
Automated Health Telemetry Ingestion
Aggregate weekly system usage metrics, error logs, and team velocity into a composite health score.
AI Sentiment & Anomaly Detection
Scan Slack communication channels and ticket resolution speeds for unexpressed dissatisfaction.
Proactive Churn Prediction & Sentiment Flagging
Monthly Value & ROI Review
Deliver auto-generated monthly impact report showing hours saved, error rate reduction, and ROI multiples.
Quarterly Expansion & Renewal Planning
Propose next-tier process automation sprints or extended annual enterprise support retainers.
Continuous anomaly detection runs in the background to alert human account owners before churn occurs.