Operations Intelligence
Weekly health scores for every active client — pulled from your systems, analyzed for churn signals, and delivered with specific recovery actions for at-risk accounts. Stop losing clients you could have saved.
The Problem This Solves
Churn doesn't happen suddenly. It happens in patterns — reduced contact, slower payment, fewer referrals, delayed responses. The signals are there weeks before the cancellation email arrives. You just can't see them because you're running a business, not monitoring 40 accounts daily.
The Client Health Scorecard watches for you. Every week, every active client gets a health score based on their actual behavior in your systems — engagement frequency, payment patterns, support tickets, communication tone, revenue trends.
At-risk accounts surface automatically with specific recovery actions. You save the clients you didn't know were leaving.
What You Get
Delivery
Day 1 — Discovery. We map your client lifecycle, identify which systems track engagement, and define what 'healthy' looks like for your specific business model.
Days 2-5 — Data Pipeline. Integrations built with your CRM, billing system, email, and support platforms.
Days 6-8 — Scoring Engine. Health scoring algorithm calibrated against your historical data. We look at clients who churned and clients who stayed to tune what actually predicts risk.
Days 9-10 — Validation and Launch. First scorecards run against current portfolio. You review results, we tune sensitivity, then we go live.
Monthly. Scoring algorithm refined based on which alerts led to actual saves vs. false positives.
Who This Is For
Pricing
Live in 10 business days.
What's Included
Questions
Still have questions? The 30-minute call is the fastest way to get answers specific to your business.
Book a 30-Minute CallDepends on your business, but common signals include: contact frequency (email, calls, meetings), payment behavior (days to pay, failed payments, disputes), support ticket volume and sentiment, revenue trend (purchase frequency, deal size), and engagement patterns specific to your industry.
Accuracy improves over time as the system learns your patterns. In the first month, we're tuning aggressively. By month 3, most clients see the scorecard correctly flag 80%+ of at-risk clients before they churn.
We tune the sensitivity during setup and every month after. Most businesses find the right balance within 60 days. Better to start slightly more sensitive and tune down than miss real risks.
No — it supports them. The scorecard surfaces which accounts need attention. Your team still does the relationship work. Think of it as their early-warning system, not their replacement.
CRM systems (HubSpot, Salesforce, Pipedrive, etc.), billing systems (QuickBooks, Stripe, Xero, etc.), support tools (Zendesk, Intercom, Help Scout, etc.), and email. We confirm your specific stack during discovery.
Yes — that's a core part of setup. 'Healthy' for a B2B services firm is different from 'healthy' for an HOA management company. We calibrate the algorithm to your business model during the build.
On the 30-minute call we walk through your client base, identify the engagement signals worth tracking, and tell you honestly whether the Client Health Scorecard fits your business — or whether one of our other eight automations is a better starting point.
Book a 30-Minute CallNo pitch deck. No fake urgency. A real conversation about your operations.