Stop clients leaving in silence.

The Client Early-Warning System

Keeping up with every client account is more than anyone can remember. Now imagine it on one sheet - every client scored on how satisfied they sound, with a line on why, updating itself after every call. Ready to stop relying on memory?

The sheet

Your whole client base, on one sheet.

Nobody has to remember where a client stands. Every client is colour coded by how satisfied they sound, with the score, a note on why, and the full report one click away. Account leaders get a tab filtered to just their clients.

Client health tracker
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fxNorthwind
A
B
C
D
E
F
1
Client
Runs the account
Last call
Satisfaction
Moving
Note
2
Northwind
Sarah
Today
4
 Slipping
The relationship is under strain, with the same concern raised across two consecutive calls and still unresolved
3
Contoso
Sarah
Today
9
 Climbing
A highly collaborative and forward-looking call with strong mutual alignment on the quarter ahead
4
Meridian
Jake
Fri
6
 Slipping
The relationship is constructive but cooling, with a lukewarm response to the work presented
5
Halcyon
Priya
Fri
8
 Climbing
A productive, collaborative session with strong client engagement throughout
6
Brightline
Jake
Thu
7
 Steady
A steady, amicable call with no concerns raised and tone consistent with previous sessions
7
Kestrel
Sarah
Thu
5
 Climbing
The relationship is functional and recovering, though the reporting concern remains open
8
Lumen
Priya
Wed
9
 Climbing
A highly productive call with strong momentum and appetite to widen the scope of work
9
Fairbank
Jake
Wed
8
 Steady
A constructive and forward-looking call with healthy engagement on next quarter's plan
All clientsSarahJakePriya
Client
Satisfaction
Note
Northwind
4
The relationship is under strain, with the same concern unresolved
Contoso
9
A highly collaborative and forward-looking call
Meridian
6
Constructive but cooling, lukewarm on the work presented
Halcyon
8
A productive, collaborative session
Brightline
7
A steady, amicable call with no concerns raised

The alert

When a client's score slips, someone hears straight away.

Early-Warning SystemAPP
A client you run has come back low. Worth a look today.
Northwind
AI Happiness Score
4 out of 10
Runs the account
Sarah
The same concern came up twice without being resolved.
Open the reportClient folder
Early-Warning Systemnow
Northwind came back at 4 out of 10. Worth a look today.
Early-Warning System
Northwind came back at 4 out of 10.
The same concern came up twice without being resolved.

A private Slack message, not a channel post. It goes to whoever runs that account, with the new score and one line on what caused it, seconds after the call ends.

The model

Where the score comes from.

Our own AI model, trained on real data. It reads the transcript of every recorded call, both speakers, and judges how satisfied the client sounded. That becomes the score and the note on the sheet.

claude - early-warning-system
>Score the relationship on today's Northwind call.
Read(northwind/transcript-today.md)
Read the full call, both speakers
Read(northwind/history/)
Compared today against every earlier call with this client
Weighing tone, question rate and unresolved concerns…
AI Happiness Score: 4 out of 10
Answers flatter than on previous calls
Fewer questions asked than this client usually asks
Same concern raised again, still unresolved
Report filed. Alert sent to Sarah, who runs the account.
>
claude
Read(transcript)
 Compared against every earlier call
Weighing tone and questions…
Score: 4 out of 10
 Same concern raised twice, unresolved
Alert sent to Sarah.

The transcript

Connect your call recorder. That is the whole job.

JC
Client call
Monday, 9:00 a.m. - 43 min
Recording processed
Transcript
09:12Jake: We're on track for the June handover.
09:13Client: Right. And that includes the reporting piece?
09:26Client: We just want to be sure things actually land this quarter.
09:31Jake: Understood, we can walk through that next time.
09:38Client: Fine. Let's leave it there.
Transcript
Jake: We're on track for the June handover.
Client: Right. And that includes the reporting piece?
Client: We just want to be sure things actually land this quarter.
Monday, 9:00 a.m. · recording processed

Nobody presses anything. Every recorded client call gets picked up, read and scored in the background, in a few seconds.

Why founders choose Cojen

The manual way

Account leaders are human. They forget.

With Cojen

Nothing relies on memory. Every client sits on one sheet with a score and a note on why.

The manual way

Dissatisfaction surfaces days later, if it surfaces at all.

With Cojen

Under 60 seconds. The person who runs the account gets a private Slack message while the call is still fresh.

The manual way

How a client is doing depends on which account leader you ask.

With Cojen

Every client judged the same way. The same reading applied to every call, so accounts can be compared across the team.

The manual way

The week starts with a guess about which accounts need attention.

With Cojen

You know where to spend the week. The sheet shows who is slipping and who is climbing before anyone asks for a call.

What it did for one agency

“Seriously impressed with the output.”
The agency running it

Revenue protected

£718,308

of recurring revenue protected in three months.

Ten clients slid into the danger zone, got caught, and climbed back out.

Coverage

71 client accounts

scored after every call, not just the ones someone is already worried about.

Speed

Every recorded call

gets analysed, in a few seconds, in the background.

Questions

Do we have to use Slack?

Not at all. The alert, the call recorder and the sheet are all built onto whatever your team already runs on.

Does anyone have to press anything?

No one touches it. It runs in the background after every recorded client call, so your team carries on exactly as they work now.

How do we know why a score is what it is?

Every score comes with a short note on what drove it, and the alert links straight to the full report.

What if the score is wrong?

It is a read on one conversation, not a verdict on the relationship. It points you at a call worth looking at, and what happens next is always a person's decision, never the system's.

Will we be buried in alerts?

Only a call that comes back low sends anything, and it goes to one person rather than a channel. Everything else just updates quietly on the sheet.

What happens when an account leader leaves?

The history stays on the sheet. Every call is scored and noted against the client, so whoever picks the account up can see where things stand without a handover.

Talk to sales

Tell us about your agency. Charlie replies personally.