Automated monitoring for payment delays, setter silence, quality drops, and account risk across your entire portfolio.
Why teams need this
Account problems surface weeks after they start.
Owners rely on team updates that are inconsistent or late.
There is no automated way to detect silent breaks in activity.
Revenue exposure is invisible until the cash stops coming in.
What's included
Implementation
Connect payment, setter, and coaching data sources.
Configure alert thresholds per client.
Train the owner on the daily review cadence.
What changes after launch
Earlier intervention on at-risk accounts.
Less time in status meetings asking what went wrong.
A single view of portfolio health without app-hopping.
Who this is for
Owners and portfolio operators managing multiple client accounts or brands
Investment
Portfolio-tier pricing, typically bundled with Client Health
Stop discovering account problems in fragments. Get severity-ranked alerts in one place.