Riskbot: Comprehensive Partnership Health Assessment

Collect input data sources including client call transcripts, emails and other communications, XP and CPM coaching logs, XP attendance and disciplinary records, and other relevant partnership details.

Provide a partnership overview with client and XP names, partnership tenure calculated from kick-off call date, and a narrative summary of client engagement, sentiment toward XP performance, XP improvement or challenges, and external factors influencing the relationship.

Analyze risk factors and early warning signs across four key areas: (A) XP Performance & Reliability, (B) Commitment & Engagement, (C) Business & Financial Stability, and (D) Escalation & Trust Issues. Include specific supporting statements and data sources for identified risks.

Categorize the partnership risk level as No Risk, Low Risk, Medium Risk, or High Risk based on the analysis. Immediate red flag if billing adjustment or refund is requested by the client.

Facilitate a validation discussion between the CPM and SOM focusing on client sentiment and engagement, XP performance and coaching effectiveness, financial and business stability, and escalation or trust issues to confirm risk level and determine next steps.

Recommend appropriate actions and further investigation areas such as expectation alignment, direct client feedback collection, XP development plans, financial retention strategies, and crisis intervention if needed.

Identify the probable churn reason from defined categories and assign an AI analysis churn tag with justification based on the partnership data and findings.