AI Insights Hub
AI GENERATEDClient intelligence, health monitoring, and AI-generated insights
17
Total Insights
17
Completed
33%
Avg Client Health
10
Clients At Risk
Clients Needing Attention
10Sillicon Valley Hypnosis
→ Stable⚠ High Churn Risk
10
Last updated: Dec 15, 2025, 11:57 AM
Cefalu Newport Beach
→ Stable⚠ High Churn Risk
10
Last updated: Dec 15, 2025, 11:56 AM
Ali Shariat Real Estate Group
→ Stable⚠ High Churn Risk
10
Last updated: Dec 15, 2025, 11:58 AM
Nikol Klein
→ Stable⚠ High Churn Risk
10
Last updated: Dec 15, 2025, 11:58 AM
Upright Posture
→ Stable⚠ High Churn Risk
10
Last updated: Dec 15, 2025, 11:58 AM
Touch N Glam
→ Stable⚠ High Churn Risk
10
Last updated: Dec 15, 2025, 11:58 AM
Heliogold
↑ Improving⚠ High Churn Risk
22
Last updated: Dec 29, 2025, 12:00 AM
Growth Edge
↑ Improving⚠ High Churn Risk
28
Last updated: Dec 29, 2025, 12:00 AM
BrandRap
→ Stable⚠ High Churn Risk
38
Last updated: Jan 19, 2026, 12:00 AM
Alcreo Media
→ Stable⚠ High Churn Risk
42
Last updated: Feb 9, 2026, 12:00 AM
Recent AI Insights
| Client | Health | Status | Key Concerns | Generated | |
|---|---|---|---|---|---|
| ResCore Clinic | 52% | completed | Healthcare/clinic context likely implies privacy/compliance considerations (e.g., HIPAA/PHI) for analytics, tracking, forms, and ad targeting—confirm requirements before implementing pixels/events., Avoid making performance commitments until baseline data, conversion definitions, and attribution approach are agreed. +1 | Feb 11, 2026, 4:40 PM | View → |
| Princeton Medspa Partners | 62% | completed | Reporting accuracy and metric definitions (non-attributable leads, same-day booking, consult rebooking) — avoid presenting uncertain numbers as final, Lead handling risk: filtering logic must not hide real leads; require impact sizing and approval before enabling exclusions +3 | Feb 11, 2026, 10:00 AM | View → |
| Brah Electric | 52% | completed | SEO duplication and indexation risk from OEM replacement content—must show a clear governance model (templates, canonical/unique content rules, mapping logic), Legal wording requirements around OEM part references—changes must be consistent sitewide to avoid compliance exposure +3 | Feb 9, 2026, 3:05 PM | View → |
| ResCore Clinic | 46% | completed | Be careful discussing prior agency performance and ad account ownership—keep it factual and process-oriented (data access, permissions, transfer steps), Avoid pushing major tool changes (telephony/CRM) before audit findings; they explicitly want evaluation first +2 | Feb 9, 2026, 12:00 AM | View → |
| Restoration Logistics | 52% | completed | Lead quality is a priority—avoid celebrating volume without validating call quality and job potential, Tracking/attribution accuracy is a trust issue—do not present conflicting conversion numbers without context and reconciliation +2 | Feb 9, 2026, 12:00 AM | View → |
| Alcreo Media | 42% | completed | Avoid ambiguity across multiple properties—always specify which site a request, timeline, or approval refers to., Be careful with assumptions: absence of action items/notes does not equal alignment; confirm priorities before executing. +1 | Feb 9, 2026, 12:00 AM | View → |
| Cohn Restaurant Group | 52% | completed | Avoid AI-generated imagery in published content when it could conflict with brand standards—use original or properly licensed photos, Do not publish blogs without confirming image rights/availability; ensure consistent brand-appropriate visuals +1 | Feb 9, 2026, 12:00 AM | View → |
| Altitude Create | 52% | completed | Cannabis/CBD advertising compliance: PPC strategies must be cautious; avoid risky claims and ensure domain/redirect tactics don’t create brand/legal exposure, GBP policy compliance: appeals/pin tactics must stay within guidelines; be careful with any 'friend-of-friend' approval approaches +2 | Feb 3, 2026, 5:05 PM | View → |
| BrandRap | 38% | completed | Vendor management (Butterfly) is high-stakes—avoid overpromising timelines until access is restored and data export feasibility is confirmed, Access/security: be careful with admin permissions, DNS/Cloudflare changes, and production environment control; document every access change +3 | Jan 19, 2026, 12:00 AM | View → |
| Heliogold | 22% | completed | Do not make simultaneous major edits to Google Business Profile (name/address/website/category) to avoid suspension—change one key element at a time, Closure messaging must be accurate and consistent with the finalized legal closure date (avoid premature or conflicting statements) +2 | Dec 29, 2025, 12:00 AM | View → |
| Growth Edge | 28% | completed | Call center performance can be politically sensitive—frame insights as process improvements, not individual blame; emphasize clinic-level trends and coaching opportunities., AI scoring of instructors may raise concerns about fairness and transparency—document rubric logic, scoring criteria, and limitations of the POC. +1 | Dec 29, 2025, 12:00 AM | View → |
| Nikol Klein | 10% | completed | Avoid assuming project scope, timelines, or success metrics without confirmation., Be careful not to over-communicate or introduce new initiatives until goals and expectations are clarified. +1 | Dec 15, 2025, 11:58 AM | View → |
| Touch N Glam | 10% | completed | Avoid assuming scope, timelines, or performance expectations without confirmation, Be careful not to reference past results, meetings, or commitments that are not documented +1 | Dec 15, 2025, 11:58 AM | View → |
| Ali Shariat Real Estate Group | 10% | completed | Avoid assuming scope, timelines, or success metrics without confirmation, Be careful not to initiate changes on Investbyali without clear approvals and access/ownership verification +1 | Dec 15, 2025, 11:58 AM | View → |
| Upright Posture | 10% | completed | Avoid assuming current scope, performance, or satisfaction level without confirmation, Be careful not to introduce new work or timelines until decision-maker and goals are validated +1 | Dec 15, 2025, 11:58 AM | View → |
| Sillicon Valley Hypnosis | 10% | completed | Avoid assumptions about scope, budget, or performance until goals and current setup are confirmed, Healthcare/wellness-adjacent messaging may require careful claims language—confirm any compliance constraints and preferred tone +1 | Dec 15, 2025, 11:57 AM | View → |
| Cefalu Newport Beach | 10% | completed | Avoid making assumptions about industry, goals, budget, or existing performance without discovery., Do not request access to accounts until a clear scope and authorized admin contact are confirmed. +1 | Dec 15, 2025, 11:56 AM | View → |