Client health audit
Catch client risk before it becomes churn.
Octavia turns fragmented account signals into an evidence-based client health view.
Book a Revenue Risk Audit
Octavia ShadowRevenue action
Northstar Media$12,400/mo account · quiet 18 daysMessage
ApprovedZoho
CRM updatedFollow-up set for Wednesday
Risk detected
Draft ready
Zoho synced
Octavia operating loop
Protect the relationships that protect your revenue.
01
Silence is surfaced
Clients with falling contact frequency are detected before the relationship goes cold.
02
Commitments are checked
Late deliverables and unresolved promises become visible alongside the account.
03
Recovery is prepared
Octavia drafts the right check-in using the client’s actual context.
Straight answers
What buyers ask
Can AI monitor client health?
Yes, when it has approved access to reliable signals such as last contact, open work, invoices and account notes.
Does a red status send a message automatically?
No. External outreach is previewed and requires approval.