Problem

Managers at a multi-team coaching company had to either click into each client account one by one or sit through long meetings just to get status updates across hundreds of clients.

Solution

Built a dashboard that pulls all client records per team member and generates two-bullet AI summaries with health status indicators (green/yellow/red) for instant oversight.

Result

Issues flagged instantly. Update meetings dramatically shortened. Higher client retention, happier customers, and more referrals.