Client Health Score Desk — Notion or Excel Retention Risk
By Nydaymuse · Updated
What belongs on a client health score desk?
Client health bands, risk signals (response lag, unpaid, blocker age), weekly 0–100 scores, and due actions.
Silence, unpaid invoices, and aging blockers rarely appear alone. A weekly health score makes the risk visible before the relationship cools.
Keel is Nydaymuse’s $12 dual-format pack. Pick Notion or Excel / Sheets — one zip.
Score risk before the account goes quiet
Hold tracks waiting-on-client blockers. Pulse is the weekly status digest. Keel scores retention risk across lag, unpaid, and blockers. Pair with Hold, Pulse, Till, and Beacon.
Red / Amber needs an Open Action
A score without a next step is vanity. Every Red or Amber client gets at least one Open Action with a due date.
Link signals to Hold, Pulse, Till
Blocker age → Hold. Response lag → Pulse send log. Unpaid → Till / Nudge. Clear the signal when the action lands.
Keel — dual Notion + Excel pack ($12)
Keel is buy-once, English, no support. Notion CSVs (Clients, Signals, Scores, Actions) plus an Excel / Sheets workbook. Fictional SAMPLE rows — delete and replace. Not Cue, Bound, or Pitch.
Frequently asked questions
Should I use Notion and Excel at the same time?
No. Pick one home base. Keel includes both formats so you can choose.
Is Keel a live Notion duplicate link?
No. You import CSVs (or rebuild from the outline).
How is Keel different from Hold or Pulse?
Hold tracks waiting-on-client blockers. Pulse is the weekly status digest. Keel scores retention risk across lag, unpaid, and blockers — then drives actions.