Category: Account Management · View source ↗
Account Management
Sentiment Decline Watch
Find clients whose sentiment is trending down, show the evidence and the specific conversations driving it, and draft suggested outreach for each.
Connectors: none — works with Thread out of the box
Role: CSM / Account Manager
Outcome: Retention & Growth (CSAT/Expansion)
When to use: “Which clients are getting unhappy with us?”; “show me sentiment trends across accounts this month”; or “why is <client>‘s sentiment dropping, and what should I do?” For the full four-signal portfolio view, use Client Risk Scan.
Run it: across the portfolio or one named client — a manual internal watch, not a Flow.
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