client-health-tracker

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.
• threshold — Health score below which a client counts as at risk
• profile — Per-client profile — relationship history for risk scoring.
• 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 prior scoring runs to include
• profile — Per-client profile — baseline for trend comparison.