Use evidence, not mood
Scores should reference recent delivery, communication, decisions, finance, and client behavior rather than a vague impression.
Client Health Review Generator
Create an evidence-aware client health review across communication, delivery, decisions, profitability, payment, renewal, risks, positive signals, and next actions.
Use the output as a decision draft.
Keep dimensions separate
A friendly relationship can coexist with poor payment, weak margin, blocked delivery, or unclear authority.
Route material risk
Name who owns the response, the review date, the escalation trigger, and the fallback when the normal owner is unavailable.
Review the trend
Compare like periods and explain changes. Do not present one subjective score as a verified forecast of retention.
What to know before using it.
Is this a predictive churn score?
No. It is a structured internal review based on the evidence entered. It does not predict renewal or replace accountable judgment.
Who should see the result?
Share client-visible facts and actions appropriately. Keep private margin, staffing, risk, and internal performance details within authorized roles.
How often should health be reviewed?
Use a cadence proportionate to value and risk, plus event-triggered reviews after delays, disputes, major changes, missed decisions, or material positive signals.
Turn the draft into live work.
Continue in Stelaah when the result needs owners, client context, decisions, files, dates, and progress.
Continue in Stelaah