Client Health Scorecard

How to check the overall health of a client relationship at a glance, spot early warning signs, and see which clients across your portfolio need attention.

Why It Matters#

As a fractional CMO managing multiple clients, it is easy to lose track of which relationships are thriving and which are quietly drifting. A client who stops engaging, whose brand voice is incomplete, or who has a stack of overdue commitments is a churn risk - but you might not notice until the next quarterly review.

The client health scorecard gives you an instant read across six dimensions so you can intervene early.

Checking a Single Client#

Switch to the client you want to assess, then ask:

"How healthy is my relationship with Acme?"

Or more directly:

"Show me client health for Acme"

Coppermind evaluates six dimensions and gives each a status of healthy, warning, critical, or no data.

What Gets Evaluated#

When a dimension is not healthy, the response includes a specific recommendation for what to do about it.

Example output:

Client Health: Acme Corp - Overall: Warning

Engagement:        Healthy  - Active in last 3 days
Memory freshness:  Warning  - No new memories in 14 days
                   Recommendation: Ingest recent meeting notes or campaign updates
Commitments:       Healthy  - 2 open, 0 overdue
Brief quality:     Healthy  - 3 briefs this month
Brand voice:       Healthy  - Complete (tone, avoid, examples)
EOS status:        No data  - EOS not configured

Portfolio View#

To see all your clients at once:

"Show me client health across my entire portfolio"

This returns every client ranked by severity - critical first, then warning, then healthy. It is the fastest way to spot which client needs your attention today.

When to use the portfolio view:

• Monday morning, before you plan your week
• Before a quarterly review with your own team
• After a vacation or gap in activity
• When deciding which client to prioritize this week

Integrating Health Checks into Your Routine#

The client health scorecard works best as part of your regular workflow:

1. Monday morning - Run the portfolio view to see which clients need attention this week
2. Before meeting prep - Check health for the specific client to add context to your brief
3. Monthly review - Look for clients trending toward warning or critical
4. Quarterly planning - Use health data to justify scope changes or engagement adjustments

What "No Data" Means#

A dimension showing "no data" is not the same as critical. It means that area is not configured for the client. For example, a client that does not use EOS will always show "no data" for EOS status - that is expected, not a problem.

New clients will show "no data" across multiple dimensions until you build up enough history. After 2-3 weeks of regular use, the scorecard becomes meaningful.

Taking Action on Warnings#

Each warning and critical dimension includes a recommendation. Common patterns: