HM

CSM AI

Client Health

Scored daily from replies, results, payments and call attendance.

54
Lumen Skin Clinic

$3,400/mo

At risk
  • -14No reply to last 3 emails (7 days)
  • -8CPL up 22% vs target
  • -5Skipped last monthly review call

Offer a free strategy session; AI prepared a 90-day win summary

58
Atlas Retail Interiors

$3,200/mo

At risk
  • -14No reply to last 3 emails (6 days)
  • -8CPL up 22% vs target
  • -5Skipped last monthly review call

Ellie to call this week. AI drafted a results recap + new creative plan to share

62
Vantage Windows & Doors

$2,100/mo

At risk
  • -14No reply to last 3 emails (6 days)
  • -8CPL up 22% vs target
  • -5Skipped last monthly review call

Ellie to call this week. AI drafted a results recap + new creative plan to share

66
Ironclad Fitness

$2,300/mo

Watch
  • -6Lead volume down 15% this month
  • +3Opened every weekly update

Send a proactive CPL explainer with next steps

69
Summit Solar Solutions

$3,100/mo

Watch
  • -6Lead volume down 15% this month
  • +3Opened every weekly update

Send a proactive CPL explainer with next steps

71
Harper & Co Kitchens

$3,600/mo

Watch
  • -6Lead volume down 15% this month
  • +3Opened every weekly update

Send a proactive CPL explainer with next steps

72
Elite Hair Restoration

$2,600/mo

Watch
  • -6Lead volume down 15% this month
  • +3Opened every weekly update

Send a proactive CPL explainer with next steps

74
Revive Physical Therapy

$2,500/mo

Watch
  • -6Lead volume down 15% this month
  • +3Opened every weekly update

Send a proactive CPL explainer with next steps

77
Ridgeway Plumbing & Heating

$2,900/mo

On track
  • +4Booked jobs up 18% month on month
  • +2Replied to weekly update within 1h
78
Swift Garage Doors

$1,700/mo

On track
  • +4Booked jobs up 18% month on month
  • +2Replied to weekly update within 1h
79
Coastline Dental Group

$4,200/mo

On track
  • +4Booked jobs up 18% month on month
  • +2Replied to weekly update within 1h
80
Core Strength Studio

$1,600/mo

On track
  • +4Booked jobs up 18% month on month
  • +2Replied to weekly update within 1h
81
Oakwood Bathrooms

$2,400/mo

On track
  • +4Booked jobs up 18% month on month
  • +2Replied to weekly update within 1h
82
Bloom Aesthetics

$3,900/mo

On track
  • +4Booked jobs up 18% month on month
  • +2Replied to weekly update within 1h
83
Greenline Landscaping

$1,900/mo

On track
  • +4Booked jobs up 18% month on month
  • +2Replied to weekly update within 1h
84
Northfield Roofing

$3,500/mo

On track
  • +4Booked jobs up 18% month on month
  • +2Replied to weekly update within 1h
85
Brightside Dental Care

$1,800/mo

On track
  • +4Booked jobs up 18% month on month
  • +2Replied to weekly update within 1h
86
Pearl Smile Dental

$2,800/mo

On track
  • +4Booked jobs up 18% month on month
  • +2Replied to weekly update within 1h
88
Apex Electrical Services

$4,500/mo

On track
  • +4Booked jobs up 18% month on month
  • +2Replied to weekly update within 1h
90
Precision Auto Care

$2,200/mo

On track
  • +4Booked jobs up 18% month on month
  • +2Replied to weekly update within 1h