Step 3 · Answered · Sales
Accounts
Every customer, their health and next step.
Every workflow is custom built for you.
Accounts
7 customers · 2 going quiet
AIAnalyst agent
2 accounts going quiet2 VIPs by rule
| Customer | Since | Projects | Billed | Last contact | Health | Next step |
|---|---|---|---|---|---|---|
| John Doe VIP | Mar 2025 | 3 | S$41,000 | 1 Oct | Active | Send kick-off agenda by 3 Oct |
| Mario Rossi VIP | Jul 2025 | 4 | S$22,500 | 2 Oct | Active | Offer Q1 AI search renewal |
| Erika Mustermann | Jun 2025 | 2 | S$18,000 | 1 Oct | Active | Invoice milestone 3 at go-live |
| Juan Pérez | Nov 2024 | 2 | S$14,000 | 21 Jul | At risk | Check in: no contact in 73 days |
| Tommy Atkins | Jan 2026 | 1 | S$7,500 | 2 Sep | Quiet | Offer the AI search add-on |
| Kari Nordmann | Sep 2025 | 1 | S$6,500 | 12 Sep | Quiet | Call: no reply in 20 days |
| Taro Yamada | Aug 2025 | 1 | S$4,800 | 30 Sep | Active | Collect S$800 balance by 5 Oct |
How it works ↓
The screen
What it does
What your team and the agents do on this screen.
- 01HealthEvery customer marked active, quiet or at risk.
- 02VIP by ruleThree or more projects marks a VIP.
- 03Next stepOne next step per customer.
Analytics
What it measures
Reported on the screen and in the morning brief.
- 01Customers going quiet
- 02Repeat rate
- 03Revenue at risk
Accurate data
How we keep it right
Every number traces back to where it came from.
- 01From real activityHealth comes from messages, meetings and invoices.
- 02One rule for allThe VIP rule is written down and applied the same way.