What to bring

• Your CRM, and wherever the signals live: billing (Stripe or QuickBooks), help desk (Intercom or Zendesk), and product usage.
• Your clients' renewal dates, what a healthy account looks like, and when you hold client reviews.

How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

Scope

• It reads and drafts. It never contacts a client, changes a plan or price, or offers a discount.
• Health flags show the evidence behind them. It never labels a client at risk from a single quiet week.

Example

Fictional input and an illustrative result.

Input

Fictional accounts, 2026-10-13: Example Foods renews 2026-12-01, no contact in 45 days, two support tickets about invoices. Example Studio usage is up 40% this quarter on the smallest plan. Example Law pays on time and has monthly check-ins.

Output

Account health, 2026-10-13

Needs attention

• Example Foods: renews in 49 days, no contact in 45 days, two invoice tickets. Suggest a call this week.

Room to grow

• Example Studio: usage up 40% this quarter on the smallest plan. Raise the next plan at the next check-in.

Healthy

• Example Law.

No client was contacted.