Riskbot: Comprehensive Partnership Health Assessment

Collect input data including client call transcripts (4, 8, 12-week check-ins or unscheduled), emails and communications between CPM and client, XP & CPM coaching logs, XP attendance and disciplinary records, and any other relevant partnership details.

Summarize the partnership overview with client and XP names, partnership tenure, and a narrative describing client engagement, sentiment toward XP performance over time, XP’s improvements or recurring challenges, and external factors affecting the relationship.

Analyze and identify risks across four key domains: A) XP Performance & Reliability, B) Commitment & Engagement, C) Business & Financial Stability, and D) Escalation & Trust Issues. Document supporting statements and data sources for each risk.

Categorize the partnership risk level as No Risk, Low Risk, Medium Risk, or High Risk. Automatically flag High Risk if the client has requested billing adjustments, refunds, or credits.

Conduct a validation discussion between the CPM and SOM addressing client sentiment and engagement, XP performance and coaching effectiveness, financial/business stability, and escalation or trust issues to confirm the partnership’s true risk status.

Recommend next steps such as expectation alignment, direct client feedback solicitation, XP development plans, financial retention strategies, or crisis intervention tailored to the partnership’s needs.

Determine the probable churn reason by selecting among defined churn categories and assign an AI analysis churn tag with reasoning based on all collected and analyzed data.