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Risks

Add your risks to highlight potential red flags

J
Written by James Caples
Updated over 3 weeks ago

Kaizan's AI can track risk phrases so you're immediately alerted to any red flags or churn risks. You can list risk keywords and phrases you'd like tracked and summarised when they're mentioned in client comms.

Head to the "Products and Services" page from the lefthand menu and hit the 2nd tab "Risks".

From here, you can easily add a risk phrase using the bottom analog box next to "Add Risk" - just type and hit enter. To remove a risk, hit the "X" on the right.

Risks are one of the 8 factors which affect your client health score. If a risk phrase is mentioned, this will be flagged at a client page - demonstrating this factor is off track. If no risk phrases have been mentioned, the message below will be shown:

A risk phrase will vary depending on your company's industry and clientele, but could include:

  • No budget/over budget

  • New CMO

  • Legal/compliance

  • Security

Also, there are no limits to the number of risk phrases you can put in!

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