Category: Account Management · View source ↗
Account Management
Client Risk Scan
Scan the client portfolio for at-risk accounts using declining sentiment, aging tickets, recurring issues, and unresolved high-priority incidents; ranked.
Runs as: Skill — you run it in Super Magic and confirm each write; there’s no Flow trigger for this one.
Connectors: Thread — native, no connector required
Role: CSM / Account Manager
Outcome: Retention & Growth (CSAT/Expansion)
When to use: “Which of my clients are at risk right now?”; “run a churn-risk scan across the portfolio”; or “any accounts I should worry about before renewals season?”
Run it: across the whole portfolio — a manual internal scan, not a Flow.
Related topics
CSM / Account ManagerRun the retention and expansion playbooksContact Intelligence OverviewWas this page helpful?
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