Reporting Crew

Know which clients need you today.

The Client Health Sentinel watches every client account in your agency: traffic dips, stalled work, missed approvals and churn risk, and flags who needs attention.

24 accountsmonitored
3 at riskflagged
5 approvalswaiting
2 traffic dipscaught
Optimatio user
Optimatio user
Accounts monitored
Flagged at risk
Stalled approvals
Traffic dips caught

See Client Health Sentinel at work.

Every account scanned, the risky ones flagged first.

Client Health SentinelRunning
Scan24 accounts
Dips2 caught
Flags3 at risk
SummaryWho needs you

Every client account, watched for you.

Built for agencies running many accounts.

Monitor

All accounts, always

Watches traffic, work progress and approvals across every client account you manage.

Detect

Risk signals early

Spots traffic dips, stalled work, missed approvals and churn risk signals as they appear.

Flag

Attention where it counts

Flags the accounts that need attention so nothing quietly drifts away.

AGENCY-WIDE WATCH

One sentinel across every client.

An agency tier agent that monitors the health of every client account: traffic, work in progress and approvals, all in one sweep.

  • Every client account covered
  • Traffic, work and approvals watched
  • One view across the agency
app.optimatio.io
83
Healthy19
Watch2
At risk3
EARLY WARNINGS

Catch churn before it happens.

Traffic dips, stalled work, missed approvals and churn risk signals are flagged early, so you step in while the account is still saveable.

  • Churn risk signals surfaced
  • Stalled work and approvals flagged
  • Step in before clients walk
app.optimatio.io
ItemStatusValue
Traffic trend
OK
Work progress
Slow
Approvals waiting
5

Everything an agency sentinel watches.

Peace of mind across the whole client list.

Account health

Every client, one health view.

Traffic dips

Drops caught early.

Stalled work

Idle accounts surfaced.

Missed approvals

Waiting items flagged.

Churn signals

Risk spotted before it bites.

Clear priority

Know who needs you first.

Frequently asked questions

Who is the Client Health Sentinel for?

Agencies. It is an agency tier agent that watches the health of every client account you manage, in one place.

What signals does it watch?

Traffic dips, stalled work, missed approvals and churn risk signals, across every client account in your agency.

How do I know which account to look at first?

Accounts that need attention are flagged and prioritised, so your team starts the day knowing exactly where to focus.

Does it take action on client accounts?

No. It monitors and flags. Any work that follows goes through the usual agents and approval gates for that client.

Why do missed approvals matter?

Work that waits on an approval is work that stalls. The sentinel flags waiting approvals so progress never quietly stops.

Put the Client Health Sentinel to work.

Start a free trial and keep every client account healthy.

Start Free Trial →

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