Client CRM
Scottsdale · True REST
⌕⌘K
Downtown · Midtown · Eastside
ME
ClientsMembersNew Clients14At-Risk6Past-Due3
At-risk members

11 members need a human touch

Flagged proactively by the signal engine. One outreach resolves the flag until the next cycle. No automated messages — this is a human-loop surface.

Sorted by risk score
Member
Signal
What the engine saw
Risk & outreach
JP
Jordan Pak
Rest Plus · $219/mo · 22 mo · Downtown
Post past-due
Flagged Apr 08
Charge failed 10 days ago — 2 retries
risk 95
Last outreach Apr 12
TA
Tomás Arellano
Rest Plus · $219/mo · 8 mo · Eastside
Zero-float
Flagged Apr 10
No float booked for 42 days (avg 9)
risk 93
No outreach yet
AC
Amelia Cortez
Rest Basic · $129/mo · 5 mo · Midtown
Post past-due
Flagged Apr 09
Charge failed 9 days ago — 1 retry
risk 82
Last outreach Apr 11
ED
Elliot Danforth
Restore Monthly · $189/mo · 11 mo · Scottsdale AZ
Zero-float
Flagged Apr 08
Paused · travel — 44 days no float
risk 74
No outreach yet
PR
Priya Raman
Restore Monthly · $189/mo · 14 mo · Scottsdale AZ
Zero-float
Flagged Apr 14
No float booked for 38 days (avg 12)
risk 72
Last outreach Apr 11
BC
Brandon Chu
Rest Plus · $219/mo · 6 mo · Eastside
Zero-float
Flagged Apr 09
No float booked for 44 days (avg 11)
risk 70
Last outreach Apr 09
NS
Naomi Sato
Rest Plus · $219/mo · 16 mo · Downtown
Pause expiring
Flagged Apr 15
Medical pause expires in 12 days
risk 66
Last outreach Apr 12
IM
Isabella Moreno
Restore Monthly · $189/mo · 19 mo · Midtown
Declining
Flagged Apr 13
3 floats in last 90d vs 9 prior 90d
risk 63
Last outreach Apr 07
LF
Leilani Fonoti
Restore Monthly · $189/mo · 9 mo · Scottsdale AZ
Declining
Flagged Apr 12
2 floats in last 90d vs 7 prior 90d
risk 61
No outreach yet
RO
Ruby Okafor
Rest Basic · $129/mo · 3 mo · Downtown
Card expiring
Flagged Apr 15
Visa ····4821 expires Apr 30
risk 57
No outreach yet
DH
Devon Hargrove
Restore Monthly · $189/mo · 7 mo · Eastside
Pause expiring
Flagged Apr 14
Travel pause expires in 8 days
risk 55
No outreach yet
Resolved this week
Casey Dodd · resolved
Angela Pham · resolved
Ryan Chen · resolved
Simone Park · resolved