Accounts And Delivery

Clients

Manage the client roster, monitor account health, and move directly into delivery projects and services from one account-centered surface.

Visible Clients

Clients currently visible in the roster.

Active

Accounts currently in active service.

At Risk

Clients with low health scores that need attention.

Service-Linked

Clients already tied to at least one service.

Recommended Actions

Open delivery projects

Review client work as project execution instead of isolated tasks.

Review service assignments

Jump to the services surface for kickoff and assignment follow-through.

Select all visible

Client since Apr 2026

Monthly$0

0/1campaigns

0 pending

1 unpaid