One line per client: the current rating, what is driving it, the next step already in motion, who owns it, and what we need from the partner. Ratings follow the rules at the bottom of this page, so a Red is a Red for a stated reason, not a feeling.
| Client | Rating | Driver | Next step | Owner | Partner ask |
|---|---|---|---|---|---|
| Alder | G | Deliverables on schedule; weekly cadence holding. | Ship the month-end report pack by Oct 7. | Sarah Tellwick | None. |
| Basalt | A | Two invoices unpaid past 30 days; contact responsive. | Send the second payment reminder with a statement attached. | David Rooker | Approve pausing new work if unpaid at 45 days. |
| Cedarline | G | Flat-fee scope steady; usage within included hours. | Quarterly scope review booked for Oct 14. | Megan Fairhall | None. |
| Dolomite | R | Key approver unresponsive 12 days; two deliverables blocked. | Escalation email drafted for partner signature. | Chris Dunmore | Send the escalation from your inbox today. |
| Fernworth | G | Onboarding completed last week; first deliverables accepted. | Move to the standard weekly cadence starting Oct 5. | Rachel Ostley | None. |
| Garnet | A | Scope creep: three requests this week outside the agreement. | Draft a change order covering the added workstreams. | James Welford | Review the change order before it goes out. |
| Hollyrow | G | Renewal signed through March; backlog healthy. | Confirm the holiday coverage plan by Oct 20. | Sarah Tellwick | None. |
| Ironbark | R | Client approver blocking for 9 days; two deliverables now past due. | Escalation note drafted with two options: new approver or revised dates. | David Rooker | Pick an option by Oct 6 so the work does not stall. |
| Juniper & Co | G | Steady usage; satisfaction check-in came back positive. | Share the process documentation refresh for sign-off. | Megan Fairhall | None. |
| Kaolin | A | New point of contact; handover notes incomplete on their side. | Run a 30-minute reset call to confirm priorities and cadence. | Rachel Ostley | Join the first 10 minutes of the reset call. |
| Larchmont | G | All tasks current; no open blockers. | Prepare the quarterly business review for the week of Oct 19. | Chris Dunmore | None. |
| Mica Partners | A | Deliverable slipped five days after a late data handoff. | Revised timeline agreed; buffer added to the next two dates. | James Welford | None this week; flag if the new dates slip again. |
Rating rules
Red when any of these is true: a deliverable is blocked or overdue by more than 5 business days, retainer hours are exhausted mid-cycle, an invoice is unpaid past 60 days, or the client has gone unresponsive for more than 10 business days on a blocking item. A Red always ships with a partner ask and a deadline.
Amber when a risk is live but a plan is in motion: an invoice unpaid past 30 days, repeated out-of-scope requests, a key contact change, or a slipped date with a recovered timeline. Amber items carry a named owner and a next step with a date.
Green when deliverables are on schedule, hours are within plan, invoices are current, and communication cadence is holding. Green still gets one forward-looking next step so nothing coasts.