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Client health, every account

“Score every key account by email tone, delivery pace, and invoice status, worst first.”

Every tool holds one slice of a client relationship, so no tool can tell you which client is actually in trouble. This is the whole relationship on one line, and it is usually the first thing owners pin.

CLIENT HEALTH · DASHBOARD TEMPLATEDraws from:GmailOutlook MailClickUpFireflies.aiOdoo
Draws on whichever of your tools are connected; more tools, sharper scores.
Your dashboard · liveLive
GlobalCo: cooling. Tone dipped in the last 3 emails, the rebrand is 4 days behind, invoice 1042 is 18 days overdue.
Reading from:GmailClickUpOdooCITED, ALWAYS
Under the hood

What it actually shows

One row per account, scored from what the brain already knows: how their recent emails sound, whether their work is moving or stalling, and whether their money is on time. The accounts that need you float to the top, with the reasons next to the score.

Everything here lives on a board with the Pulse above it: the line that reads the whole board and says what changed, what needs attention, and what to do next.

Make it yours

A template is a starting sentence

Edit the wording until it fits your business exactly. Two ways businesses bend this one:

“Only score our top ten accounts, and alert me when any of them drops.”
“Add how long since we last spoke to each account, any channel.”

Boards running this usually add

All dashboard templates
LegalOverdue bills and client emailSee template →Client healthAccounts going quietSee template →Client healthPromises vs. deadlinesSee template →MoneyRevenue at riskSee template →

Put “Client health, every account” on your board

Connect your tools, say the sentence, and the card starts reading your business. Free plan included, no credit card required.