Relationship Intelligence

0 brands · 0 active projects · 0 feedback items

New BrandNew Project

Relationship Score

At-Risk Brands

Recent Signals

Upcoming Reviews

Signal Feed

Real-time relationship signals
No communication for 42 daysAt Risk

Project completion delayed, last response was 6 weeks ago.

StartupXYZ · 2h ago
Contact promoted to VPPositive

LinkedIn update detected — Maria Rodriguez promoted to VP Marketing.

EnterpriseCo · 5h ago
"Loved the Q3 report format"Feedback

Positive feedback from David Kim on monthly deliverable quality.

RetailBrand · 1d ago
Key contact connected with competitorConnection

Sarah Chen added a connection from a competing agency on LinkedIn.

TechCorp · 2d ago

Action Center

4 pending

Pending Actions

Send follow-up to Alex @FinTech

Due tomorrow

Schedule Q4 review with TechCorp team

Next week

Share industry report with 3 clients

This week

Update 5 team member profiles

This week

Automated Actions

Weekly relationship summaries sent
Monthly at-risk alerts generated
Quarterly deep-dive reports prepared
Birthday reminders (configure)

Relationship Analytics

Health Distribution

Strong25%
Stable72%
At Risk3%

Trends

Communication freq.+15%
Positive feedback+22%
Avg response time-3.2h
Project renewals+22%

Key Insights

Clients with monthly check-ins have 40% higher satisfaction

Email follow-ups within 24h increase project renewal by 35%

Personal touches improve relationship scores by avg 12 points

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