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● Delivered · Ops

Client Health, Testimonial & Retention Engine

A 28-day automated health-check cycle, a testimonial collector, and retention flags: high scores trigger testimonial asks, tenure triggers upsell candidacy, testimonials trigger referral asks.

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Client Health, Testimonial & Retention Engine — how it works
Status
● Delivered
Category
Ops
Outcome
Ad-hoc asks became a systematic flag pipeline.
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About this project

A 28-day automated health-check cycle, a testimonial collector, and retention flags: high scores trigger testimonial asks, tenure triggers upsell candidacy, testimonials trigger referral asks. A human always sends the message.

Outcome

Ad-hoc asks became a systematic flag pipeline.

Automation in action

1 / 4 ⤢
Client Health, Testimonial & Retention Engine — how it works
Score triage in depth
Testimonial submission loop
Nightly 90-day retention sweep
Client Health, Testimonial & Retention Engine — how it works
Client Health, Testimonial & Retention Engine — how it works
Score triage in depth
Testimonial submission loop
Nightly 90-day retention sweep
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