Book of business
Clients · Agent-scored
Every account, every renewal, every touchpoint — with the Client Success system's reasoning on why each is green, yellow, or red.
| Client | Contract | MRR | Last touch | Next auto-touch | Health |
|---|---|---|---|---|---|
Orlando Medical Group Orlando, FL · Healthcare | Managed | $4,500 | 2d ago Apr 19 | 🤖 AIQBR prep call in 9d · Agent | Critical 52 |
Clermont Family Law Clermont, FL · Legal | Managed | $3,200 | 4d ago Apr 17 | 🤖 AIMonthly health report in 4d · Agent | Healthy 95 |
Central Florida Physical Therapy Winter Garden, FL · Healthcare | Managed | $3,400 | 11d ago Apr 10 | Renewal close-out call tomorrow · Sean | At risk 72 |
Sunshine State Roofing Ocala, FL · Construction | Managed | $2,100 | 5d ago Apr 16 | O365 Phase 2 cutover in 3d · Marcus | Healthy 95 |
Lake County Dental Associates Tavares, FL · Healthcare | Managed | $3,600 | 6d ago Apr 15 | 🤖 AIQ3 QBR in 6d · Agent | Healthy 95 |
Ocala Industrial Supply Ocala, FL · Distribution | Managed | $2,600 | 3d ago Apr 18 | Warehouse Wi-Fi walkthrough in 2d · Alicia | Healthy 95 |
Winter Park Accounting Winter Park, FL · Professional Services | Managed | $1,450 | 7d ago Apr 14 | 🤖 AIMonthly health report in 11d · Agent | Healthy 95 |
Mount Dora Real Estate Partners Mount Dora, FL · Real Estate | Managed | $1,600 | 9d ago Apr 12 | 🤖 AIQuarterly check-in in 14d · Agent | Healthy 95 |
Apopka Precision Manufacturing Apopka, FL · Manufacturing | Project | — | 5d ago Apr 16 | Switch cut-over floor B in 1d · Alicia | Healthy 95 |
Deltona Coast HVAC Deltona, FL · Trades | Project | — | 8d ago Apr 13 | Dispatch app log review in 7d · James | Healthy 95 |
Sanford Marine Services Sanford, FL · Marine | Project | — | 13d ago Apr 8 | VOIP post-install review in 5d · Marcus | Healthy 95 |
Leesburg Auto Collision Leesburg, FL · Automotive | Hourly | — | 10d ago Apr 11 | 🤖 AINext check-in window in 25d · Agent | Healthy 95 |