CSM AI

Dashboard

The AI handles updates, comms, onboarding chasers and churn detection. Ellie Grant owns the relationships.

Clients

3 onboarding

Avg health

At risk

AI actions prepared

Updates sent this week

Avg open time 18 min

AI activity

Sent weekly results update to Apex Electrical Services, opened 4 min later
09:04
Chased Summit Solar Solutions for Meta access, 3rd reminder
08:51
Detected Lumen Skin Clinic has not replied in 9 days, health dropped to 54
08:30
Replied to Bloom Aesthetics on WhatsApp about Friday's lip filler slots
08:12
Coastline Dental Group opened their weekly report twice and forwarded it to the practice manager
07:58
Posted new creative concepts in Harper & Co Kitchens' Slack channel
07:40
Sent invoice reminder to Vantage Windows & Doors (3 days overdue)
07:15
Flagged Atlas Retail Interiors: renewal in 21 days, engagement down
Yesterday
Onboarding: collected Google Ads access from Core Strength Studio
Yesterday
Generated monthly review deck for Northfield Roofing
Yesterday

Human-only tasks

Call Lumen Skin Clinic
11:00
9 days silent, health 54. AI prepared a results recap to talk through
Renewal chat with Atlas Retail Interiors
14:30
Contract ends in 21 days. AI suggests a 12-month offer at current rate
Thank-you call to Apex Electrical Services
16:00
Best month ever: 142 leads. Ask for a video testimonial