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.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 5 projects & knowledge bases, 1 AI agent, and 3 automations & workflows, ready to run or customize after you clone.

Team Taskade published this agency app in the Taskade App Factory.