Riskbot: Comprehensive Partnership Health Assessment

Collect input data sources: client call transcripts, email and communication logs, XP and CPM coaching logs, XP attendance and disciplinary records, and other relevant partnership details.

Provide partnership overview: include client and XP names, partnership tenure, and a narrative summary of engagement, sentiment, XP performance trends, 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. Support findings with relevant statements and source references.

Categorize the partnership risk level as No Risk, Low Risk, Medium Risk, or High Risk based on analysis. Flag any billing adjustment requests as immediate red flags for churn risk.

Facilitate CPM and SOM validation discussion focusing on client sentiment, performance coaching outcomes, financial stability, and escalation/trust issues to confirm risk status and decide action plans.

Recommend actions and further investigations such as expectation alignment, client feedback collection, XP development plans, financial retention strategies, and crisis intervention as needed.

Identify probable churn reasons using defined categories and provide an AI analysis churn tag with justification.