Client Health Scorecard — Armbrain Guides

Check client health at a glance, spot warning signs, and see who needs attention.

Why It Matters

As a fractional CMO managing multiple clients, it is easy to lose track of which relationships are thriving and which are quietly drifting. A client who stops engaging, whose brand voice is incomplete, or who has a stack of overdue commitments is a churn risk - but you might not notice until the next quarterly review.

The scorecard tracks six dimensions so you can intervene early.

Checking a Single Client

Switch to the client you want to assess, then ask:

"How healthy is my relationship with Acme?"

Or more directly:

"Show me client health for Acme"

Armbrain evaluates six dimensions and gives each a status of healthy, warning, critical, or no data.

What Gets Evaluated

Dimension	What It Measures	Healthy	Warning	Critical
Engagement	How recently you've interacted	Meeting in last 7 days	8-14 days since last meeting	15+ days with no activity
Memory freshness	Whether new knowledge is flowing in	New memories this week	Last memory 1-2 weeks old	No memories in 2+ weeks
Commitments	Open vs. overdue action items	Under 5 open, none overdue	5-10 open or some aging	10+ open or any over 30 days
Brief quality	Meeting prep frequency	Regular prep with good coverage	Sparse preps or gaps	No preps in 2+ weeks
Brand voice	Whether brand DNA is configured	Fully set with tone, values, examples	Set but sparse (under 500 words)	Not configured at all
Business OS status	Quarterly cadence and rock progress	Quarter active, rocks on track	Quarter active but rocks behind	No quarter set

If a dimension is not healthy, the response recommends next steps.

Example output:

Client Health: Acme Corp - Overall: Warning

Engagement:        Healthy  - Active in last 3 days
Memory freshness:  Warning  - No new memories in 14 days
                   Recommendation: Ingest recent meeting notes or campaign updates
Commitments:       Healthy  - 2 open, 0 overdue
Brief quality:     Healthy  - 3 briefs this month
Brand voice:       Healthy  - Complete (tone, avoid, examples)
Business OS status: No data  - Business OS not configured

Portfolio View

To see all your clients at once:

"Show me client health across my entire portfolio"

This returns every client ranked by severity - critical first, then warning, then healthy. It is the fastest way to spot which client needs your attention today.

When to use the portfolio view:

Monday morning, before you plan your week
Before a quarterly review with your own team
After a vacation or gap in activity
When deciding which client to prioritize this week

Integrating Health Checks into Your Routine

Use the scorecard throughout your routine:

Monday morning - Run the portfolio view to see which clients need attention this week
Before meeting prep - Check health for the specific client to add context to your brief
Monthly review - Look for clients trending toward warning or critical
Quarterly planning - Use health data to justify scope changes or engagement adjustments

What "No Data" Means

A dimension showing "no data" is not the same as critical. It means that area is not configured for the client. For example, a client not using Business OS will show "no data" for Business OS status. This is expected.

New clients will show "no data" until you build up enough history. After 2-3 weeks of regular use, the scorecard becomes meaningful.

Taking Action on Warnings

Each warning and critical dimension includes a recommendation. Common patterns:

Warning	Typical Action
Memory freshness is stale	Ingest a recent transcript or paste meeting notes
Commitments aging	Review open commitments and close or reassign the overdue ones
Brand voice incomplete	Run a brand voice session: ask about tone, values, and what to avoid
Business OS not configured	Set up quarterly cadence and rocks if the client uses Business OS
Engagement dropping	Schedule a touchpoint, even a quick check-in email
Brief quality low	Make meeting prep a habit before every client meeting