Clients
The Clients module is an intelligence layer on top of existing Companies data. A Client is a Company with a client profile — adding relationship state tracking, multi-dimensional tier scoring, health scores, QBR management, goal tracking, and AI-generated summaries.
Features
Section titled “Features”- Client profiles — promote any company to a client with status tracking (Prospect, Active, Dormant, Alumni)
- Tier scoring framework — two-track scoring model (Managed Delivery & Product/SaaS) with weighted dimensions producing Platinum, Core, Standard, or Review tiers
- Auto revenue scoring — annual invoice revenue auto-calculated from Nucleus D1 (with Productive API fallback)
- Health scores — track client health (0–100) with colour-coded indicators and history
- QBR tracking — log Quarterly Business Reviews with attendees, summaries, outcomes, and overdue alerts
- Goal tracking — set and track goals with target vs. current progress
- AI summary — auto-generated relationship summaries using Workers AI (Kimi K2.5)
- Results dashboard — unified performance metrics from 9 connected platforms with period comparison, goal tracking, and AI analysis
- Campaign-level metrics — per-campaign data from Meta Ads, Google Ads, and TikTok with spend, ROAS, CPA, reach, frequency, and trend sparklines
- Structured AI analysis — health scores (0-100), top/bottom performer identification, budget recommendations, frequency fatigue alerts, creative insights, and quick wins
- Historical backfill — one-click backfill of 30/60/90 days of campaign and metric data for new connections
- Group accounts — parent/child company hierarchy with portfolio-level tier rollup
- Monthly auto-recalculation — revenue scores recalculated on the 1st of each month
- History feed — full audit trail of all client events
- Notes — threaded notes linked to the client record
Tier Scoring Model
Section titled “Tier Scoring Model”Two Tracks
Section titled “Two Tracks”| Track | Applies To | Dimensions |
|---|---|---|
| Managed Delivery | Strategy, builds, ongoing delivery clients | Revenue (35%), Profitability (25%), Strategic Value (20%), Relationship Quality (20%) |
| Product / SaaS | DotApparel Core, Reactify Search, etc. | ARR (40%), Product Adoption (20%), Growth Trajectory (20%), Relationship Quality (20%) |
Revenue Bands (ex-GST, annual)
Section titled “Revenue Bands (ex-GST, annual)”| Score | Band | Profile |
|---|---|---|
| 5 | > $300k | Enterprise accounts, major retainers |
| 4 | $150k – $300k | Strong retainer clients |
| 3 | $75k – $150k | Mid-market clients |
| 2 | $30k – $75k | Smaller delivery or product clients |
| 1 | < $30k | SaaS-only, minimal engagement |
Tier Bands
Section titled “Tier Bands”| Tier | Score Range | Service Approach |
|---|---|---|
| Platinum | 4.0 – 5.0 | Named senior DM, monthly check-ins, quarterly QBR |
| Core | 3.0 – 3.9 | Regular outreach, bi-annual QBR, growth conversations |
| Standard | 2.0 – 2.9 | Reactive unless signals detected, annual review |
| Review | < 2.0 | 30-day action required: reprice, exit, or improve |
Client Statuses
Section titled “Client Statuses”| Status | Description |
|---|---|
| Prospect | Company identified as potential client |
| Active | Currently engaged with active work |
| Dormant | Previously active, currently inactive |
| Alumni | Former client, relationship ended |
Health Score
Section titled “Health Score”Health is scored from 0–100:
- Green (70–100) — Healthy relationship
- Amber (40–69) — At risk, needs attention
- Red (0–39) — Critical, immediate action needed
Promoting a Company to Client
Section titled “Promoting a Company to Client”Companies can be promoted to clients in two ways:
- From Company detail — click “Convert to Client” in the header
- From Deal Won — when a deal is marked as Won, a prompt offers to convert the company to an Active client
Scoring a Client
Section titled “Scoring a Client”- Navigate to the client detail page
- Open the Tiering tab
- Select the scoring track (Managed Delivery or Product/SaaS)
- Revenue score is auto-calculated from invoice data
- Rate the human dimensions (1–5) using the inline rubrics
- Click Score Now to save
Scores can be overridden with a mandatory reason note. Score history is tracked for trend analysis.
Monthly Auto-Recalculation
Section titled “Monthly Auto-Recalculation”A Cloudflare Worker cron runs on the 1st of each month at 2am UTC:
- Recalculates revenue scores for all active clients
- Updates tier assignments based on fresh revenue + stored human scores
- Creates notifications for the assigned DM when a tier changes
- Scores older than 90 days are flagged as “stale” in the client list
Access Levels
Section titled “Access Levels”| Level | Access |
|---|---|
| Executive | View and manage all clients |
| Head | View and manage all clients |
| Manager | View and manage clients assigned to them or their squad |
| Lead | No access |
| Employee | No access |
Results Dashboard
Section titled “Results Dashboard”The Results tab provides a unified performance view across connected ad and ecommerce platforms.
Connected Platforms
Section titled “Connected Platforms”9 integrations: Shopify, Klaviyo, GA4, Meta Ads, Google Ads, TikTok Ads, Gorgias, Yotpo Loyalty, Recharge. Connected via OAuth or API key in the Connections tab.
Metric Cards (Overview)
Section titled “Metric Cards (Overview)”Account-level metrics grouped by category (Revenue, Engagement, Traffic, Email, etc.) with:
- Period-over-period delta (week/month/quarter/year)
- Goal tracking status (On Track / At Risk / Off Track)
- Period selector
Campaign Table
Section titled “Campaign Table”Per-campaign breakdown for all ad platforms with:
- Sortable columns: Campaign Name, Trend (sparkline), Platform, Status, Spend, ROAS, CPA, Conversions, Revenue, CTR, Reach, Frequency
- Trend sparklines — daily spend visualised inline per campaign
- Creative titles — Meta ad creative headline shown under campaign name
- Frequency fatigue — amber warning when frequency exceeds 3.0
- Status badges — colour-coded ACTIVE/PAUSED/ARCHIVED
Structured AI Analysis
Section titled “Structured AI Analysis”Weekly analysis generated via Kimi K2.5 (Cloudflare Workers AI) returns:
- Health score (0-100) with good/warning/critical status
- Top findings with severity badges
- Top performers and underperformers with reasoning
- Budget recommendations — increase/decrease/pause/test per campaign
- Frequency alerts for campaigns with ad fatigue
- Creative insights — observations and suggestions on ad copy
- Quick wins — 2-3 specific actionable steps
Falls back to free-text summary for older insights without structured data.
Historical Backfill
Section titled “Historical Backfill”The Backfill button (internal controls) fetches historical campaign + metric data:
- 30 / 60 / 90 day options
- Runs asynchronously via
waitUntil(returns 202) - Rate-limited to one backfill per company at a time
- Populates daily campaign snapshots with daily breakdown from each platform API
Ask natural-language questions about results. AI answers using current metrics, goals, and campaign context.
Sidebar Badge
Section titled “Sidebar Badge”The sidebar shows a combined count of overdue QBRs and low health scores (below 40) for active clients. Only visible to Manager and above.