ResCore Clinic
AI Client Brief
AI GENERATED60-Second Brief
ResCore Clinic is a new/early-stage client relationship centered on an initial discovery conversation about marketing and analytics for the Rescore web property. We currently have limited documented context beyond an intro meeting with Mike Zuccolotto on 2/11/2026, and no open action items captured. Immediate next steps are to confirm goals, scope, KPIs, decision process, and establish a communication cadence so the internal team (Evan Jiang, Samyar, Noe Avalos) can translate the intro into a concrete plan and backlog.
Communication Style
Not yet established. Recommend confirming: primary channel (email/Slack), meeting cadence (weekly/biweekly), preferred format (bullets vs. decks), and who should be included on updates/approvals.
Decision Makers
Mike Zuccolotto (assumed, pending confirmation), TBD: confirm clinical/operations owner and budget approver
Key Contacts
Mike Zuccolotto (Primary client contact (Intro meeting: Marketing & Analytics)): Only one touchpoint so far (2/11/2026). Preferences and interaction style not yet documented—confirm preferred cadence, channel, and level of detail for reporting.
Active Projects
Recent Wins
Current Challenges
Churn Risk Assessment
58% RISKRisk Factors
- ⚠Only 1 total meeting to date, limiting evidence of consistent engagement cadence
- ⚠No action items recorded (0 total), making it difficult to verify progress, ownership, or follow-through
- ⚠No meeting sentiment data, preventing validation of satisfaction or relationship trajectory
- ⚠Action item completion rate is effectively unmeasurable/0% due to no items being created
Retention Recommendations
- ★Establish a recurring meeting cadence (e.g., weekly or biweekly) for the next 30–60 days to build consistent engagement beyond the initial meeting
- ★Implement action-item tracking immediately: capture 3–5 concrete next steps from the last meeting with owners and due dates, and review them at the start of each call
- ★Begin collecting sentiment signals after each meeting (simple 1–5 rating or brief notes on tone/concerns) to create a measurable satisfaction trend
- ★Confirm communication norms (primary contact, expected response SLA, preferred channel) and log response times going forward to better quantify responsiveness
- ★Schedule a short follow-up within 7–10 days to validate priorities, confirm deliverables, and reduce early-stage churn risk
Health Score Breakdown
ResCore Clinic shows recent engagement with a meeting held 1 day ago, which supports near-term account momentum. However, overall engagement history is limited (only 1 total meeting), there are no tracked action items (0 total), and there is no sentiment data available. The lack of action-item tracking and sentiment signals creates uncertainty around progress, alignment, and satisfaction, increasing risk despite the very recent touchpoint.
Brief generated: Feb 11, 2026, 4:40 PM