Client health watch
Each morning, see which clients are at risk, which follow-ups are overdue and what to raise this week.
What changes
Today
Account managers jump between the CRM, reports and chat to work out which clients need attention. Problems show up when the client complains.
With the agent
Every night deals and contacts load into one dashboard. The agent flags clients at risk, overdue follow-ups and items to raise this week.
How it works
- Every night deals and contacts load from the CRM.
- The agent flags clients at risk, overdue follow-ups and items to raise.
- The account manager reviews the flags and decides what to act on.
- Month-end figures sit in the same view for sign-off.
Keep looking
More like this
- AutomationSee what changed
Client report builder
Pick a client and a date range, press Start, and get the report as a page, a PDF and a share link.
- Google Ads
- Meta Ads
- Google Analytics
- +1
- AutomationSee what changed
Client results dashboard
One page per client showing leads and sales against spend, updated on a schedule.
- Google Ads
- Meta Ads
- Google Search Console
- +1
- AI agentSee what changed
Campaign results summary
After each send, the numbers and a short note on what worked and what to change, in one place.
- HubSpot
- Google Sheets
- Gmail
Next step
Seen one you want?We'll build it around your team.
Book a 30-minute call. We look at how your team works, pick where an agent helps first, and build it. You own what we build.
- Automations deployed
- 100+
- Live clients in
- AU / SG / VN / ID
- Kickoff to live
- 2 to 4 weeks
- Code and data
- Yours
You own everything we build. No lock-in.
Not ready for a call? Request a free AI audit.