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client-health-tracker

Aggregate multiple relationship signals into a composite health score per client. Tracks trends over time, flags at-risk relationships early, and identifies expansion-ready accounts. The aggregation layer that sits on top of feedback, testimonials, communication, and deal data.

  • Area: Sales & Clients
  • Category: sales
  • Level: beginner
  • Input: conversation
  • Output: document
  • Setup: none
  • Roles: CEO / Founder, Head of Sales

Aggregates feedback signals (NPS, CSAT, testimonial willingness, response times, deal activity) into a composite client health score.

How you ask

  • “How is our relationship health with Acme Corp looking?”
  • “Give me a portfolio health dashboard for all active clients”
  • “Which clients are at risk right now? Show me the at-risk report”
  • “Find expansion-ready clients we could upsell or ask for testimonials”
  • “Show me the health trend for client bobbolt over the last 90 days”

Inputs

  • client_id — Client to score
  • profile — Client profile — relationship baseline and history.
  • marketing-context — Positioning context — frames expansion and retention angles.
  • feedback-records — All feedback for this client — NPS and CSAT signal feeding the score.
  • deal-activity — Deal records — activity recency and expansion signal.
  • comms-threads — Communication threads — responsiveness signal.
  • meeting-history — Meeting records — contact frequency signal.
  • testimonials — Existing testimonials — advocacy signal.
  • client_ids — Clients to include; defaults to every active client
  • profile — Per-client profile (fanned across active clients) — portfolio context.
  • score-history — Per-client score history (fanned across active clients) — previous score for the improved/declined comparison.
  • threshold — Health score below which a client counts as at risk
  • profile — Per-client profile — relationship history for risk scoring.
  • score-history — Per-client score history — score trajectory that sets urgency.
  • client_ids — Clients to assess for expansion signals; defaults to all active
  • profile — Per-client profile — current spend and footprint for expansion analysis.
  • client_id — Client whose health history is to be trended
  • periods — How many historical snapshots to report; each comes from the score history, reconstructed from dated evidence only where the history does not reach back, and reported as unknown when neither exists
  • profile — Per-client profile — baseline for trend comparison.
  • score-history — The client's recorded score history — the primary source for every trend snapshot.

Outputs

  • Append-only score history, one row per scored client per run; trend and since-last-check comparisons read it.
  • at-risk-report (markdown)
  • expansion-report (markdown)
  • health-score (markdown)
  • health-trend-report (markdown)
  • portfolio-dashboard (markdown)
  • {client.profile-root}/health_score.md
  • {client.profile-root}/health_score_history.md
  • {company.reports}/at_risk_clients.md
  • {company.reports}/client_health_portfolio.md
  • {company.reports}/client_health_trend.md
  • {company.reports}/expansion_opportunities.md