Health Lab
Construct rules-based health scores for filtered portfolios, to understand which customers to prioritise at what time. Rather than uni-dimensionally sorting a list of companies on last touch or some other indicator of relationship strength, create health scores that tell you where your time is best spent. This can be used for predictive lead scoring as well.
Highlights
Use trends in metrics such as last touch, average number of tickets opened compared to previous period, number of conversations
Use LLM integrations to synthesise conversations and other interactions into simple summaries and rankings, that feed into health scores
Apply filters to health scores to ensure that your tech touch segment is not evaluated by the same metrics as the high touch segment
