CLIENT ACCOUNT MANAGEMENT WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Client Profile: Fetch existing client details from the Client Data Model to populate workflow context.
[ ] Check Contract Status: Retrieve the specific Contract entry associated with the client to verify validity.
[ ] Calculate Account Health Score: Compute a score based on recent support tickets, usage frequency, and payment history.
[ ] Sum Total Contract Value: Aggregate all active service line entries to calculate the total revenue from this client.
[ ] Assign Account Manager: Create a task for the Sales Operations user to assign a dedicated human lead to the account.
[ ] Onboarding Checklist Task: Create a task for the Success Team containing the standardized onboarding checklist.
[ ] Create Account Activity Log: Generate a new entry in the Activity Log model to record the start of the management lifecycle.
[ ] Welcome Email to Client: Send a personalized welcome email to the client contact person.
[ ] Update Client Status: Update the 'Status' field in the Client Data Model from 'Prospect' to 'Active'.
[ ] Quarterly Business Review (QBR) Setup: Create a recurring task to schedule the next strategic review meeting.
[ ] Fetch Support Ticket History: Retrieve all recent support entries to identify potential churn risks.
[ ] Calculate Days Since Last Contact: Calculate the delta between the current date and the 'Last Interaction Date' property.
[ ] Urgent Renewal Alert: Send an SMS notification to the Account Manager if a contract is within 30 days of expiry.
[ ] Update Account Revenue Forecast: Update the forecasted annual revenue entry based on new contract add-ons.
[ ] Monthly Account Health Report: Generate a PDF/Dashboard report summarizing the client's engagement and usage metrics.
[ ] Remove Duplicate Contact: Delete any redundant or duplicate contact entries identified during the cleanup phase.

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