How do I know if a client is about to leave?
Watch five signals for each client: payments on time, approvals on time, results against goals, communication tone, and request volume. Score each client green, amber or red monthly, and call amber clients the same week. PalmGro Flow's dashboard shows client health, overdue payments and work waiting on clients.
The five health signals
- Payments. Paying on time is the clearest sign of a happy client. Delays are often the first warning.
- Approvals. A client who approves quickly is engaged. Slow approvals mean low priority or unhappiness.
- Results. Are the agreed KPIs moving?
- Communication. Short replies, a new contact person, or silence.
- Requests. A sudden rise (frustration) or drop (disengagement).
A simple scoring method
Give each signal a green, amber or red each month. Two ambers or one red makes the client amber overall. Two reds makes them red. It takes five minutes per client.
What to do with amber clients
- Call the main contact this week. Ask directly how things are going.
- Share a quick win or a new idea.
- Fix any open request immediately.
- Check if the scope still matches their needs.
Red clients
Have a frank conversation about results and expectations. Offer a clear plan for the next 30 days. Sometimes the right answer is to change the scope or part ways politely.
How PalmGro Flow helps
PalmGro Flow brings the signals together: invoices and payments show who is late, content approvals show what is waiting on which client and for how long, requests show volume, and the dashboard summarises client health. You see amber clients without building a spreadsheet. See also how to keep clients longer.
Questions people ask
How often should I check client health?
Monthly for every client, and weekly for clients already amber or red.
Can a client be unhappy even if they pay on time?
Yes. Some pay to the end of a contract and then leave. That is why approvals, results and communication are also tracked.
Who should own client health?
The account manager, reviewed by the owner monthly.
PalmGro Flow brings your team, clients, tasks, attendance and money into one place, on phone and computer. Try it free, no card needed.Set it up for your team in minutes.