Riskbot Assessment: Comprehensive Partnership Health Analysis and 90-Day Care Plan

Collect input data sources: Client call transcripts (4, 8, 12-week check-ins, unscheduled calls), email/communication logs between CPM and client, XP & CPM coaching logs, XP attendance and disciplinary records, and other relevant partnership information.

Provide the Kick-off Call Date and specify the reason the partnership is under audit (e.g., low MQ Score, client escalation, refund request).

Summarize the partnership overview including client and XP names, partnership tenure, client engagement level, client sentiment over time, XP performance trends, and any external factors affecting the relationship.

Analyze data to identify risks in four key areas:

- XP Performance & Reliability: Note client dissatisfaction, unresolved performance issues, attendance/behavior concerns; include relevant quotes and data sources.

- Commitment & Engagement: Detect signs of client disengagement, communication hesitation, unclear expectations from XP; include relevant quotes and sources.

- Business & Financial Stability: Assess budget constraints, leadership changes, refund or credit requests, service reconsideration; include quotes and sources.

- Escalation & Trust Issues: Identify unresolved frustrations, trust breakdowns, repeated interventions; include quotes and sources.

Determine the overall risk level of the partnership as No Risk, Low Risk, Medium Risk, or High Risk. Note that any billing adjustment requests signal a high churn risk and require urgent attention.

Outline the CPM and SOM validation discussion focusing on client sentiment, engagement, performance, coaching effectiveness, financial stability, and escalation issues to confirm risk classification and plan appropriate actions.

Recommend specific next steps and areas for further investigation such as expectation alignment, direct feedback collection, XP development plans, financial retention strategies, and crisis intervention as needed.

Develop a detailed, actionable 90-day care plan tailored to the partnership status, with weekly milestones and specific activities addressing identified risks and aiming to enhance collaboration and performance.

Identify potential churn reasons if the partnership fails, classifying them as controllable or uncontrollable based on updated churn reason categories.

Provide an overview of the client offboarding process covering client-initiated and Athena-initiated churns, including documentation, billing, and communication protocols, complemented by a churn reason classification table.