Client Health Score Dashboard
AI-powered scoring monitoring engagement, payment, service use, and communication
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
AI-powered scoring monitoring engagement, payment, service use, and communication. Flags at-risk clients and identifies upsell-ready champions.
How It Works
1
Monthly Scoring
1st of month for all clients
2
Score Components
Engagement, payment, service use, communication, tenure, referrals
3
AI Analysis
Score: Champion (90+), Healthy (70-89), At Risk (50-69), Critical (<50)
4
Tier
Route by score
5
Champion
Referral + testimonial + premium offer
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.