Client Health Scorer
Scores every retainer client weekly. Flags churn 45 days early. Replaces $1,500/mo CSM hire.
The problem
Retainers die quietly. Response time slows, Slack goes quiet, Loom views drop — then 45 days later they email to pause. Agencies either hire a $60-90K CSM to watch this or lose 2-3 retainers/year they could have saved.
What changes
Agent synthesizes 8 signals per client (Slack reply latency, meeting attendance, deliverable views, invoice payment speed, NPS, expansion asks, scope-creep flags, sentiment in last 30 days of email) into a 0-100 health score + a specific next action.
A day in the life
What this agent actually does.
- 1
Mon 8am: 3 of 22 clients dropped below 60 this week
- 2
For each: agent surfaces the specific signal (Acme ignored 2 Loom sends + invoice 14 days late)
- 3
Drafts a 1-click intervention — founder calls the 2 reds, CSM handles the yellow
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Knowledge Concierge
Your SOPs, pricing, FAQs, and tribal knowledge — instantly searchable by your team and customers. Trained on YOUR stuff.
Replaces
$1,500 onboarding consultant + tribal-knowledge insurance
Smart Inbox Triage
Reads every email. Sorts by intent. Drafts replies. Flags the 3 things that actually need you. Quietly handles the rest.
Replaces
Fyxer $30/mo + Shortwave $40/mo + $400/mo inbox VA
Meeting Actions to CRM
Transcript → action items → CRM/Asana tasks in 5 min. Replaces Otter Business $20/user × 6.
Replaces
Otter Business $20/user × 6 + Fathom Premium $20 × 4 + Zapier $50
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