Client Health Radar: Build an AI-Powered Churn & Expansion Score to Protect Revenue

Most technology advisors focus on new logos while revenue quietly bleeds from under-managed clients. In this episode I walk you through a step-by-step, no-fluff plan to build a lightweight AI-powered Client Health Radar you can stand up fast. You’ll learn which five signals matter (usage, incidents, billing trends, engagement, contract age), how to combine them into a single score, and which simple models or rules work without fancy data science. I’ll show exactly how to set alert thresholds, automate outreach templates for at-risk clients, and trigger expansion plays when signals turn positive. This is tactical guidance for solo advisors and small teams: minimal tooling, immediate impact, and clear KPIs so the next quarter’s retention and expansion aren’t guesses — they’re predictable outcomes. By the end you’ll have a practical playbook and a one-page template to start protecting revenue today.