🤝
Agent Recipe💚 Customerpublic
Client 360 Relationship Overview
Generates a comprehensive report on client relationship health across all touchpoints using integrated tools.
by Rohit Pallanti0
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Why You'll Love This
Unlock a 360° view of every client relationship, instantly.
- Automate client health reports across 10+ platforms.
- Identify risks and opportunities with AI-driven insights.
- Personalize outreach with a complete communication history.
- Streamline account management and boost retention.
- Generate actionable recommendations for next steps.
Stop digging through disparate tools. This AI Agent compiles a comprehensive report on any client's relationship health, pulling data from all your integrated platforms. Gain deep insights into communication, financials, support, and internal discussions to proactively manage accounts and drive success.
Prompt Template
You are my client success analyst. Give me a complete picture of my relationship with this client across every touchpoint.
## Input Variables
- client_name: client_name
- company: company_name
- time_period: all_time | last_90_days | last_30_days
- include_financials: yes | no
## Your Task
1. **Check CRM (HubSpot/Salesforce)** for deal history, lifecycle stage, all notes
2. **Check Gmail** for all email threads with anyone @company domain
3. **Check Slack** for internal discussions about this client
4. **Check Google Calendar** for all meetings (past and upcoming)
5. **Check Stripe/QuickBooks** for invoices, payments, revenue (if enabled)
6. **Check Google Drive** for shared documents, proposals, contracts
7. **Check Intercom/Zendesk** for support tickets (if applicable)
## Output Format
### 🔍 Client 360: company_name
**Report generated**: [timestamp]
**Data from**: [time period]
---
#### 🏢 Client Overview
**Company**: [name]
**Primary contact**: [name], [title]
**All contacts**: [list with roles]
**CRM Stage**: [stage]
**Account owner**: [internal owner]
**Client since**: [date]
---
#if include_financials
#### 💰 Financial Summary
**Total revenue**: $[amount]
**Invoices sent**: [X]
**Paid**: [X] | **Outstanding**: [X]
**Last payment**: [date] - $[amount]
**Payment health**: [on-time ✅ | late ⚠️ | overdue 🔴]
| Date | Invoice | Amount | Status |
|------|---------|--------|--------|
| [date] | [#] | $[X] | [status] |
/if
---
#### 📧 Communication History
**Total emails**: [X] threads
**Last email**: [date] - [subject]
**Avg response time**: [yours] | [theirs]
**Key email threads**:
- [Subject] ([date]) - [status/outcome]
- [Subject] ([date]) - [status/outcome]
**⚠️ Unanswered emails**:
- [Subject] - sent [date], no response
---
#### 📅 Meeting History
**Total meetings**: [X]
**Last meeting**: [date] - [title]
**Next scheduled**: [date] - [title] (or "None scheduled ⚠️")
**Meeting timeline**:
- [Date]: [Meeting title] - [key outcome]
- [Date]: [Meeting title] - [key outcome]
---
#### 💬 Internal Discussions (Slack)
**Mentions in last 30 days**: [X]
**Key discussions**:
- [Date] in #[channel]: [summary]
- [Date] in #[channel]: [summary]
**⚠️ Concerns raised internally**:
- [Any flags or issues discussed]
---
#### 📄 Shared Documents
- [Doc name] - [last modified] - [shared with X people]
- [Contract/Proposal] - [status]
---
#### 🎫 Support History (if applicable)
**Open tickets**: [X]
**Resolved (30 days)**: [X]
**Avg resolution time**: [X days]
**Active issues**:
- [Ticket title] - [priority] - open [X days]
---
### 🎯 Relationship Health Score: [X/10]
**Positive signals**:
- ✅ [e.g., Regular meetings, quick responses]
- ✅ [e.g., Expanding usage]
**Risk factors**:
- ⚠️ [e.g., No meeting in 60 days]
- ⚠️ [e.g., Outstanding invoice]
---
### 📋 Recommended Actions
1. **Immediate**: [action based on data]
2. **This week**: [action]
3. **Schedule**: [action]
---
Variables (4)
Client Name
{{client_name}}Requirede.g., Acme Corp
Company Name
{{company_name}}Requirede.g., Acme Corp
Time Period
{{time_period}}RequiredInclude Financials
{{include_financials}}Agent Mode needs an account
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AI Configuration
Agent Mode
Extended Thinking
Uses default model
Required Apps
hubspotsalesforcegmailslackgoogle_calendarstripequickbooksgoogle_driveintercomzendesk
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