Evgeny Putilin ยท AI Tools
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Client Health Monitor

An andon-style board that watches every client account for a creative or production studio and flags risk before it turns into churn - built for founders and account leads who cannot personally track every relationship.

Account health board

Generated Jul 16, 2026, 08:40 · Data: CRM, invoicing, project management, email/Slack activity · Open alerts: 6
Critical
3 accounts
Attention
3 accounts
Healthy
4 accounts
Critical Level 3 Trigger: overdue invoice, sharp volume drop, or silence past 14 days · response < 24h
Solace Interactive
Motion design studio · Retainer · Client since 2022
No reply in 16 days on renewal terms.
$4,200
MRR
Founder call
Owner: Theo Lindqvist
Deadline: today
AI risk summary

Engagement dropped sharply after the March review call. The billing contact has gone silent across email and Slack for over two weeks - a pattern that matched two prior churns in this segment.

Model flagged this account after cross-referencing three signals: reply latency (16 days vs. 3-day account average), a 0% open rate on the last two renewal emails, and a sentiment dip in the March call transcript ("we're reviewing options for next quarter"). Confidence: high.
Kestrel Post Production
Post-production house · Project-based · Client since 2023
Order volume dropped 42% quarter-over-quarter.
$3,100
MRR
Retention offer
Owner: Priya Ahluwalia
Deadline: tomorrow
AI risk summary

Historically 5-6 projects booked per quarter; down to 3 this quarter with no cancellation notice given. Competitor mentions appear in the latest two call notes.

Order frequency trend (CRM) combined with two transcript mentions of "getting quotes elsewhere" pushed this account from Attention to Critical this week. No formal complaint on file - treat as a quiet, competitive exit risk rather than a service failure.
Amaranth Media Group
Enterprise retainer · Client since 2021
Invoice 47 days overdue, second reminder unanswered.
$6,800
MRR
Escalate to finance
Owner: Mara Voss
Deadline: today
AI risk summary

Payment delay escalated from 12 to 47 days across two billing cycles. The finance contact changed in April with no formal handover on file.

Invoicing system shows a step change in payment behavior starting the same month the finance contact changed. AI recommends a direct call rather than another automated reminder - two reminders have already gone unanswered.
Attention Level 2 Trigger: 14+ days no reply, missed deadlines, or usage drop 30-50% · response < 48h
Northfold Motion Pictures
Retainer · Client since 2023
No reply in 14 days on brief feedback.
$2,900
MRR
Check-in call
Owner: Sana Okafor
AI risk summary

Feedback loop stalled on the current brief; prior turnaround averaged 3 days. Could be internal reprioritization on their side rather than dissatisfaction.

No negative sentiment detected in prior threads. AI classifies this as a low-severity, high-uncertainty signal - recommends a light-touch nudge rather than an escalation.
Verlaine & Co. Branding
Project-based · Client since 2024
Two projects delivered late; satisfaction score dropped from 9 to 6.
$1,750
MRR
Service recovery
Owner: Julian Reyes
AI risk summary

Both delays trace to the same handoff step between design and review. This looks like a process gap, not a one-off.

Project timeline data shows both overruns started at the internal review stage, not client feedback. AI suggests pairing the recovery call with a fix to the review handoff rather than treating it as a relationship issue alone.
Cobalt Reef Design
Retainer · Client since 2022
Shared review portal usage down 55% in 3 weeks.
$2,300
MRR
Re-engagement outreach
Owner: Theo Lindqvist
AI risk summary

Portal logins fell from roughly 12/week to 5/week with no change in delivered work volume. Possible change in the primary point of contact.

AI recommends confirming who the current day-to-day contact is before assuming disengagement - usage drops of this shape have coincided with staff turnover on the client side twice before.
Healthy Level 0 No active signals · monitored automatically, no action required
Lumen Arcade Studio
Retainer · Client since 2023 · $3,600 MRR
Last touch: 2 days ago
Marbleview Creative
Retainer · Client since 2022 · $2,050 MRR
Stable for 11 months
Driftwood Animation Collective
Project-based · Client since 2024 · $1,400 MRR
Order volume +18% this quarter
Halcyon Digital Studio
Enterprise retainer · Client since 2021 · $5,200 MRR
Renewed early, expansion in talks

Signal frequency by type

Number of accounts flagging each signal, last 6 months
Feb
Mar
Apr
May
Jun
Jul
Slow replies
1
0
2
1
3
4
Payment delays
0
1
1
2
2
3
Order volume drop
1
1
2
3
2
3
Satisfaction dips
0
0
1
1
2
2
How it works

From scattered signals to a triage list

01
Data
Pulls activity from CRM, invoicing, project tools, and email/Slack threads - no new system to maintain.
02
Detection
AI scores every account daily on reply latency, order volume, payment behavior, and sentiment.
03
Triage
Accounts are sorted into Critical, Attention, and Healthy, each with a plain-language risk summary.
04
Action
The team sees who to call, why, and by when - the board stays live as the account moves.