Client Analysis
Use Client Analysis
Read relationship health, client context, and follow-up signals without starting from memory.
Instructions
Client Analysis turns saved client context into a practical read on what needs attention.
- 1.Open Client Analysis from the main navigation.
- 2.Review clients with stale communication, overdue work, or weak relationship signals.
- 3.Use the briefing notes before calls, renewals, and difficult follow-ups.
- 4.Turn recommended actions into tasks when they need a clear owner or due date.
How to interpret signals
- Positive signals usually mean stable scope, responsive communication, and healthy payment history.
- Risk signals may come from late replies, late payments, scope drift, or repeated urgency.
- Treat analysis as decision support. Your judgment still leads.