Category: Account Management · View source ↗
Account Management
Client Health Report
Summarize one client’s support health for a period — volume vs the prior period, recurring issues, noisy assets and users, SLA performance, and two or three recommendations. Weekly or ad-hoc.
Connectors: none — works with Thread out of the box
Role: CSM / Account Manager
Outcome: Retention & Growth (CSAT/Expansion)
When to use: “Give me a health report for <client> this week”; “how is <client> doing on support lately?”; or a recurring weekly health-check run over each managed client.
Run it: across a client’s period of tickets (or each managed client in turn) — a manual report, not a Flow.
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