The Problem You Know Too Well

A client cancels. You had no idea it was coming. Looking back, the signs were there. They stopped opening reports three months ago. They went quiet in meetings. Your account manager mentioned friction, but that note lived in their personal doc and never surfaced.

Most agencies fly blind on client health. Engagement data sits in analytics tools nobody checks. Internal context lives in scattered notes, Slack threads, and people's heads. By the time you realize a relationship is in trouble, it's too late.

This pattern repeats. You lose clients you could have saved. You miss upsell opportunities with your happiest customers. You waste energy on relationships that seem fine while neglecting ones that need attention.

Visibility Into Every Relationship

SmartMetrics Client Health Tracking shows you which clients need attention right now. No guesswork. No surprises.

See engagement at a glance. Track when clients last logged into their portal, viewed reports, or interacted with shared content. A client who hasn't logged in for 60 days is a client you need to call.

Flag at-risk relationships. Set health statuses manually or let activity patterns surface warning signs. Red flags appear on your dashboard before problems escalate.

Track relationship history. See the full timeline of interactions, status changes, and notes. When you hop on a call, you know exactly where things stand.

Spot your champions too. High engagement signals happy clients. These are your best candidates for testimonials, referrals, and upsells.

Internal Notes Your Team Can Access

Every client relationship has context that only your team knows. The CEO prefers phone calls. The marketing director pushes back on recommendations but usually comes around. Last quarter's campaign underperformed and they're still sensitive about it.

This context usually lives in people's heads or scattered notes. When someone leaves your team or goes on vacation, the knowledge disappears.

Client Health Tracking gives you a centralized place for internal notes. Log call summaries, flag concerns, document wins. Your whole team sees the same picture.

Notes stay private. Clients never see your internal documentation. You get honest, useful records without filtering for an audience.

How Agencies Use This

Weekly account reviews: Pull up your client health dashboard every Monday. Sort by engagement or status. Prioritize outreach to clients showing warning signs.

Proactive saves: A client's portal activity drops off. You notice within days, not months. You reach out with a check-in call before they start shopping for a new agency.

Smoother handoffs: An account manager leaves. Their replacement reads through six months of internal notes in 20 minutes. No critical context gets lost.

Upsell targeting: Filter for your healthiest, most engaged clients. These are the ones who will say yes to expanded services. Stop pitching clients who are already on the fence.

QBR prep: Before quarterly reviews, scan the client's health history and notes. Walk in prepared instead of scrambling to remember what happened last month.

Why This Beats Your Current Setup

Most agencies track client health in spreadsheets. Someone updates it monthly if you're lucky. The data goes stale. Nobody looks at it. Churn keeps surprising you.

Others rely on gut feel. Experienced account managers sense when something's off. But gut feel doesn't scale, doesn't transfer to new hires, and misses quiet clients who churn without drama.

Client Health Tracking combines real engagement data with structured internal notes. You get objective signals and human context in one view. Nothing falls through the cracks.

The data stays current because it pulls from actual client behavior. Your team adds notes because it's fast and the system reminds them. You build a real early warning system instead of hoping someone notices problems.

Get Started

Your client health dashboard populates automatically based on portal activity. Add your first internal note in seconds. Set a health status for any client with one click.

Start with your gut. Flag the clients you're worried about. Then let the engagement data confirm or challenge your instincts.