Category: Account Management · View source ↗
Account Management
Client Risk Scan
Scan the whole client portfolio for at-risk accounts using four signals — declining sentiment, aging tickets with no response, recurring issues without root-cause fixes, and unresolved high-priority incidents — and rank the top candidates.
Connectors: none — works with Thread out of the box
Role: CSM / Account Manager
Outcome: Retention & Growth (CSAT/Expansion)
When to use: “Which of my clients are at risk right now?”; “run a churn-risk scan across the portfolio”; or “any accounts I should worry about before renewals season?”
Run it: across the whole portfolio — a manual internal scan, not a Flow.
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