The loop that turns the health model into action. It writes one snapshot per account per day, compares against the previous one, and emails the agency's owners when a risk level worsens or a new high alert appears, creating a task for the account owner to reach out. It never emails the customer.
Also called: they noticed before I complained · proactive outreach · risk alert email · daily digest
- 1Every account is snapshotted with its score, risk, milestones, metrics and alerts.
- 2Risk deterioration — watch to at risk, for example — triggers an immediate email with the alerts spelled out plus a task.
- 3A newly appeared high-severity alert triggers the same.
- 4A daily digest of everything at risk or churning goes out only when there is something in it.
- 5Snapshots accumulate into a per-day score and risk history for the account.
- 6Today's strip reads the latest snapshot rather than recomputing, so the home screen stays fast.
The cron states the boundary: 'Never emails the tenant — this is the agency's retention loop.' Notifying on change rather than on state is deliberate — a daily list of the same at-risk accounts trains people to ignore it, so 'risk CHANGES notify once.'
- A static at-risk list gets ignored within a week.
- Health had to be looked at rather than arriving.
- Recomputing health on demand made the home screen slow.
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