A health board that tells you which clients are warm, which are cooling, and which are one reorganization away from ending, months before renewal. Describe your client base and a Taskade Genesis app builds it: sponsor strength, usage of your time, responsiveness, outcomes delivered, budget cycle, and a health score with the reason attached.
The Client Connect Dashboard app is a live Taskade Genesis build embedded on this page, designed to keep the state of every client account visible in one place. Try it here, then click "Use this app" to clone it in about ten seconds and describe your own client base so the columns become health scores, risk flags, and renewal dates.
Consultants usually find out an account is over when the email arrives. The signals were there for months: slower replies, the champion who stopped attending, a scope that shrank quietly, an outcome nobody celebrated. Naming those signals and watching them is a small habit with a large effect on revenue. Workspace DNA does the watching. Memory holds the whole relationship history, including who has left and what was promised. Intelligence, backed by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, scores each account against your signals and explains what moved. Execution creates the intervention task while there is still time for it to work.
The board renders in whichever layout you need:
- Board view for accounts grouped as healthy, watch, at risk, and renewing
- Table view for the scorecard with every signal and the trend
- Calendar view for renewal dates, budget cycles, and review meetings
- List view for the account narrative you read before a sponsor call
- Plus the rest of the 7 project views
Automations catch the drift. Connect Taskade automations so an account with no meaningful contact in three weeks moves to watch, a renewal ninety days out opens the renewal plan, and a drop in requests on a retainer flags immediately. With 100+ bidirectional integrations, Gmail and Google Calendar pull contact and meeting signals in while Slack pushes the alert and the suggested intervention out.
The AI agents inside the app carry 34 built-in tools including persistent memory, web search, file analysis, custom slash commands, and multi-agent collaboration. Ask the health agent to write the honest version of each account summary, including what you have been avoiding, and act on the one that stings.
Clone it, keep it inside your team, and the relationship intelligence is yours. It is also the handover document when an account moves to a colleague.
Build your own board in Taskade Genesis, see live account apps in the Community Gallery, or learn triggers in Learn. Watch consumption alongside it with Run a Monthly Retainer Without Scope Creep, and prove value in time using Build a Monthly Client Reporting Pack.
Frequently Asked Questions
What actually predicts a consulting client leaving?
Sponsor change is the strongest single signal, followed by falling responsiveness, shrinking scope of requests, and the absence of a recent visible win. The app tracks whichever signals you name, and your own history quickly shows which ones matter in your market.
How early should I start the renewal conversation?
Early enough to fix something, which usually means ninety days out on an annual arrangement and mid-cycle on a project. The automation opens the renewal plan on schedule so the conversation is planned rather than reactive.
Is a health score not just a guess?
It is a structured guess, which is the point. Because each signal is recorded with a value and a date, the score is reproducible and the reason is visible. Comparing it against what actually happened over a year is how it stops being a guess.
What is the right response to an account that is cooling?
Usually a visible win and a conversation with someone new. The agent proposes both: the quickest demonstrable result available in your current scope, and the stakeholder in the map who has been under-engaged. Doing nothing and hoping is the response that reliably fails.
Can it help when my champion leaves?
That is its most valuable moment. A sponsor change triggers an immediate plan: brief the successor, re-establish the value case in their terms, and re-agree the outcomes. Handled in the first fortnight this is routine, and handled in month three it is often too late.
Does this work for project clients rather than retainers?
Yes, with different signals. For project work, watch for the follow-on conversation, referrals offered, and whether your recommendations are being implemented. Those predict repeat business more reliably than satisfaction scores do.
How is this different from a sales pipeline?
A pipeline tracks work you are trying to win. This tracks relationships you already have, which is where most consulting revenue actually comes from. Pair it with Run a Business Development Pipeline for New Consulting Work for the other half.
How often should I review the health board?
Monthly for the full board, weekly for anything already flagged. A monthly rhythm is frequent enough to catch drift and infrequent enough that it does not become theatre, and the automation surfaces only what changed so the review takes a quarter of an hour. The one exception is a sponsor change or a visible reorganization at the client, which should trigger an immediate review regardless of the calendar, because the window to re-establish the relationship is measured in weeks rather than months.
