Client Pulse Check
Client Pulse Survey and Agency Client Health Check. Score each retainer client every month, collect a 3 question client check-in, flag Red, Sliding and Silent clients, and see renewals 60 days out. Free to clone.
Client Pulse Check is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Barometer. Its automations include Monday renewal summary, New client answer and Monthly pulse audit.
by @taskade
What you can do with Client Pulse Check
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Client Pulse Check works
- Monday renewal summary: when Every Monday at 8 AM, then Read the client list and Read the pulse history.
- New client answer: when a client answer is added, then Email me the answer.
- Monthly pulse audit: when On the 1st of the month at 9 AM, then Read every pulse row and Read the client list.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Barometer
- Automations: Monday renewal summary, New client answer, Monthly pulse audit
- Workspace: 5 projects, 1 AI agent, 3 automations