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

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

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

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

Analyze data to identify risks in key areas: XP Performance and Reliability, Commitment and Engagement, Business and Financial Stability, and Escalation and Trust Issues. Include relevant quotes and source references for identified risks.

Determine the overall partnership risk level as No Risk, Low Risk, Medium Risk, or High Risk. Note that any billing adjustment request signals a high risk requiring immediate action.

Conduct a validation discussion between CPM and SOM focusing on client sentiment, engagement, performance improvements, coaching effectiveness, financial status, and escalation issues to confirm the risk classification and plan interventions.

Recommend next steps such as expectation alignment, direct client feedback requests, XP development plans, financial retention strategies, and crisis intervention if needed.

Develop a detailed 90-day care plan tailored to partnership status, broken down into weekly and monthly milestones with specific activities addressing identified risks to enhance collaboration and performance.

Identify possible churn reasons if the partnership fails, categorizing each as controllable or uncontrollable according to the updated churn reasons classification.

Outline the client offboarding process covering client-initiated and Athena-initiated churns, including proper documentation in HubSpot, billing accuracy, transparent communication, and referencing the churn reason classification table.