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Slate gives every Active client a daily health score built from three pillars: Relationship, Delivery, and Results. Alerts, the weekly brief, and the client health report all build on it.

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Why it matters

Health shows which clients are slipping and why, before a renewal is at risk. Every point up or down links to its evidence, such as a call quote or an overdue task.

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Health bands

Scores update once a day at 06:00, in the time zone set in Agency settings → Weekly brief. Slate uses UTC until you set one. Retainer and renewal date don’t affect health. They only decide which clients appear first.

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What each pillar looks at

Each pillar starts at 70. Signals add or take away points, and each one shows up as a driver.
  • Relationship (35%) — sentiment on recent client calls, and risk signals raised on calls, such as a budget pause or talks with another agency. It also counts whether the decision maker has been absent for 30 days and whether someone new joined a call. Other signals: no client touch within the check-in cadence, no meeting booked, and items waiting on the client.
  • Delivery (35%) — overdue tasks, tasks blocked on your agency for 5 days or more, failed runs in the last 14 days, and tasks done in the last 30 days.
  • Results (30%) — organic clicks from Search Console over the last 28 days compared with the 28 days before, and how often AI answers mention the client’s brand.
Results needs Search Console or AI Visibility tracking in the client’s workspace. Relationship needs a client call or a note. Delivery needs tasks or work in Slate.

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See health on the Clients tab

The Health column shows each client’s band, and the Why column gives the top reasons. Hover over a band to see the score, the three pillars, and the top driver.
Hover card over a client's At risk band showing the overall score, Relationship, Delivery, and Results bars, and the top driver

The health hover card

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The Health tab

Open a client and click Health to see:
  • Overall — the score, its band, and the trend over the last 12 weeks.
  • A short summary written from the top drivers.
  • Your read — the account manager’s pulse, if one is set.
  • Pillars · top drivers — each pillar’s score and the drivers that moved it. Click a driver’s link, such as Call · 10:29, to see the evidence.
  • Waiting on the client — tasks waiting on the client. They count against Relationship, never against Delivery.
Health tab with an overall score of 54, an AM pulse set to At risk, and the Relationship pillar's top drivers

The Health tab in a client record

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Set a pulse

A pulse is your own read of the relationship. While it lasts, the band shows your read instead of the score. The score stays visible.
  1. On the Health tab, click Set pulse, or Change to edit an existing one.
  2. Under How is it going?, pick Good, Concerned, or At risk.
  3. Optional: pick a Reason and add a note. A note is required when the reason is Other.
  4. Under Keep it for, pick 7, 14, or 30 days.
  5. Click Save pulse.
Slate reminds you the day before a pulse expires. Click Clear to go back to the score early.

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Alerts

Slate sends client alerts to your inbox, and by email or Slack. To choose which alerts are on:
  1. On the Agency page, click the gear icon (Agency settings).
  2. Open the Alerts tab.
  3. Turn each alert on or off, then click Save.
Clients with no account manager send their alerts to admins. Each person chooses email or Slack for alerts in Notifications → Preferences. See Notifications.
Agency settings dialog on the Alerts tab with a switch for each alert and who receives it

Agency settings, Alerts tab

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Weekly brief

The weekly brief is a short summary: money at risk, who needs attention, and what to do next. By default it goes out on Monday morning.
  • Leadership version — every Owner and Admin gets the whole portfolio, with money.
  • AMs get their own version — each account manager gets only their clients.
Set the day, time, time zone, and channels (Email, Slack DM) on the Weekly brief tab in Agency settings.

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Agency settings

Click the gear icon on the Agency page. Owners and Admins can change these settings.
  • General — the HQ workspace, Agency email domains, and Staff connections: whether staff can connect their own call recorders and Google Calendar.
  • Alerts — see Alerts.
  • Weekly brief — see Weekly brief.

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Client health report

The Reports tab on the Agency page holds the Client health report.
Client health report with band counts, retainer at risk, health over 12 weeks, clients that moved this week, and the Past reports column

The Reports tab

The report shows how many clients are in each band and the retainer at risk. It also covers health over 12 weeks, clients that changed band, renewals in the next 90 days, items waiting on clients, and wins from client calls.
  1. Pick a Period: This week, Last week, Last 4 weeks, Last quarter, or Pick dates….
  2. Pick Clients to narrow the report.
  3. Click Share, then Copy link to share it inside your agency. Each person sees only the clients they can see, and client users can’t open the link.
  4. Click Download PDF for a file copy.
Past reports, on the right, lists saved renewal preps and weekly updates. Filter by All, Renewal prep, or Weekly update.

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What’s next