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.
Inputs
- profile — Client profile — relationship baseline and history.
- marketing-context — Positioning context — frames expansion and retention angles.
- profile — Per-client profile (fanned across active clients) — portfolio context.
- profile — Per-client profile — relationship history for risk scoring.
- profile — Per-client profile — current spend and footprint for expansion analysis.
- profile — Per-client profile — baseline for trend comparison.
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
Outputs
- at-risk-report (markdown)
- expansion-report (markdown)
- health-score (markdown)
- health-trend-report (markdown)
- portfolio-dashboard (markdown)
Levelbeginner
Inputconversation
Outputdocument
Setup[none]
Roles[CEO / Founder, Head of Sales]