Sillicon Valley Hypnosis
AI Client Brief
AI GENERATED60-Second Brief
Sillicon Valley Hypnosis (SVH) is an agency client with limited documented engagement history and no recent meetings, open action items, or confirmed internal stakeholders on either side. The relationship appears to be in a holding pattern, so the immediate priority is to re-establish contact, confirm goals and decision-makers, and validate the current status/ownership of the SVH website/project before proposing a near-term marketing roadmap (e.g., local SEO, conversion improvements, and lead tracking).
Communication Style
Unknown. Reconfirm preferred communication channel, cadence (weekly/biweekly/monthly), and who should be included on updates.
Decision Makers
Unknown (identify business owner/clinic director and any marketing/operations approver)
Key Contacts
Unknown (Primary client contact): Not documented. Confirm preferred channel (email/text/calls), response expectations, and availability.
Active Projects
Recent Wins
Current Challenges
Churn Risk Assessment
90% RISKRisk Factors
- ⚠No meetings have occurred (0 total; last meeting: never), indicating no established communication cadence
- ⚠No action items exist (0 total), so there is no documented plan, ownership, or progress tracking
- ⚠No sentiment data available, preventing validation of client satisfaction or early detection of dissatisfaction
- ⚠Insufficient engagement data to confirm responsiveness or stakeholder involvement
Retention Recommendations
- ★Schedule an initial kickoff/strategy meeting to establish goals, scope, success metrics, and stakeholder roles
- ★Set a recurring meeting cadence (e.g., weekly or biweekly) and document agendas and outcomes to create consistent engagement signals
- ★Create a first set of action items with clear owners and due dates (e.g., access requests, asset collection, campaign priorities) to enable measurable progress
- ★Implement a simple client communication SLA (e.g., respond within 1 business day) and begin tracking response times to replace the current data gap
- ★After the first 2–3 touchpoints, capture structured sentiment (e.g., quick post-meeting rating or notes) to establish a baseline satisfaction trend
Health Score Breakdown
Client health is very low due to a complete absence of engagement signals: there have been zero meetings, no meeting history, and no action items created or completed. With no sentiment data available, satisfaction cannot be validated and is scored conservatively as neutral-to-low confidence. Overall, the lack of touchpoints and measurable progress creates high risk because there is no evidence of relationship momentum, alignment, or delivery cadence.
Brief generated: Dec 15, 2025, 11:57 AM