CSM AIAIAgent16:00
Weekly updates sent to 18 of 20 clients. 2 held for Ellie's review.
Chat
Team Chat
Client
client-success
Relationships, renewals and churn risk
Yesterday
client-success
Ellie GrantClient Success16:20
Thanks. I'll send Lumen and Atlas personally.
Today
CSM AIAIAgent08:30
Lumen Skin Clinic health dropped to 54: 9 days without a reply. Recap drafted for Ellie's call.
Ellie GrantClient Success08:44
Calling Dr. Rowe at 11. @Ben Rowntree can you have the new lead form test live before then?
Launch phone-verified lead form for LumenBRBen Rowntree · due 11:00Task
Ben RowntreeMedia Buyer08:51
Will do, live in 30 mins.
CSM AIAIAgent09:10
Renewal check-in for Revive Physical Therapy.
Needs approval
Send renewal check-in to Laura Chen
Contract ends in 21 days, health 74
CSM AIAIAgent09:30
Monthly report ready.
Ellie GrantClient Success09:45
Lovely. Sending to Mark today.