Workshop evidence
Client Health Score Agent
This report separates source-only checks, native final-answer acceptance and learner-facing visual evidence. A screenshot supports only its reviewed visible scope; it does not certify every workshop step.
Deterministic case contract
These source-only marker checks are not, by themselves, native final-answer passes.
| Case | Must include | Must not claim |
|---|---|---|
CHS-01 |
TechCorp IndustriesChurn IndicatorCRITICAL$22.3M | churn will occur |
CHS-02 |
No executive contact in 90 daysDeclining billing trendTechCorp Industries | meeting was created |
CHS-03 |
Declining Accounts Requiring AttentionTechCorp IndustriesGlobal Finance Corp | live survey |
CHS-04 |
TechCorp IndustriesGlobal Finance CorpHealthcare Solutions Inc47 open support tickets | churn is certain |
CHS-05 |
Morgan LeeValue realization workshopApproval gateSarah Mitchell | message was sentCRM record updated successfully |
CHS-06 |
78%$340K outstandingJohn Davis | churn will occur |
CHS-07 |
Sarah MitchellTuesdayROI documentation | invitation was sent |
CHS-08 |
$17.2M300%ready for you to send | meetings scheduled |
Displayed visual checkpoints
Only reviewed checkpoints count within their stated scope. A labeled PNG board can combine multiple actual views; it is not an old JPEG or a continuous walkthrough. Asset paths are included for traceability.
| Checkpoint | Mode | Visible evidence | Annotated asset |
|---|---|---|---|
easy-review-build |
easy | Client Health Score Pilot; Draft; risk-analysis; qbr-summary; stakeholder-outreach; client-retention-playbook; client-engagement-analysis; aibast_client-health-synthetic-portfolio.md; aibast_client-health-retention-playbook.md | solutions/client-health-score/screenshots/assisted/annotated/01-review-build.png |
easy-chs-01 |
easy | $22.3M; CRITICAL; TechCorp Industries; Churn Indicator | solutions/client-health-score/screenshots/assisted/annotated/02-chs-01.png |
easy-chs-02 |
easy | TechCorp Industries; Declining billing trend; No executive contact in 90 days | solutions/client-health-score/screenshots/assisted/annotated/03-chs-02.png |
easy-chs-03 |
easy | Declining Accounts Requiring Attention; TechCorp Industries; Global Finance Corp | solutions/client-health-score/screenshots/assisted/annotated/04-chs-03.png |
easy-chs-04 |
easy | TechCorp Industries; Global Finance Corp; Healthcare Solutions Inc; 47 open support tickets | solutions/client-health-score/screenshots/assisted/annotated/05-chs-04.png |
easy-chs-05 |
easy | Morgan Lee; Sarah Mitchell; Approval gate; Value realization workshop | solutions/client-health-score/screenshots/assisted/annotated/06-chs-05.png |
easy-chs-06 |
easy | 78%; $340K outstanding | solutions/client-health-score/screenshots/assisted/annotated/07-chs-06.png |
easy-chs-07 |
easy | Sarah Mitchell; Tuesday | solutions/client-health-score/screenshots/assisted/annotated/08-chs-07.png |
easy-chs-08 |
easy | ready for you to send; $17.2M; 300% | solutions/client-health-score/screenshots/assisted/annotated/09-chs-08.png |
easy-confirm-draft |
easy | Client Health Score Pilot | solutions/client-health-score/screenshots/assisted/annotated/10-confirm-draft.png |
hard-step-01 |
hard | Untitled Agent | solutions/client-health-score/screenshots/manual/annotated/01-create-blank-agent.png |
hard-step-02 |
hard | Client Health Score Manual | solutions/client-health-score/screenshots/manual/annotated/02-name-agent.png |
hard-step-03 |
hard | Client Health Score Agent — Global Instructions | solutions/client-health-score/screenshots/manual/annotated/03-enter-instructions.png |
hard-step-04 |
hard | Draft | solutions/client-health-score/screenshots/manual/annotated/04-save-instructions.png |
hard-step-05 |
hard | Provide trusted context to guide decisions | solutions/client-health-score/screenshots/manual/annotated/05-remove-web-search.png |
hard-step-06 |
hard | aibast_client-health-retention-playbook.md | solutions/client-health-score/screenshots/manual/annotated/06-add-aibast-client-health-retention-playbook.png |
hard-step-07 |
hard | aibast_client-health-synthetic-portfolio.md | solutions/client-health-score/screenshots/manual/annotated/07-add-aibast-client-health-synthetic-portfolio.png |
hard-step-08 |
hard | at-risk-client-prioritization | solutions/client-health-score/screenshots/manual/annotated/08-add-aibast-at-risk-clients-04.png |
hard-step-09 |
hard | client-engagement-analysis | solutions/client-health-score/screenshots/manual/annotated/09-add-aibast-engagement-analysis-02.png |
hard-step-10 |
hard | client-portfolio-health-dashboard | solutions/client-health-score/screenshots/manual/annotated/10-add-aibast-health-dashboard-01.png |
hard-step-11 |
hard | qbr-summary | solutions/client-health-score/screenshots/manual/annotated/11-add-aibast-qbr-summary-08.png |
hard-step-12 |
hard | client-retention-playbook | solutions/client-health-score/screenshots/manual/annotated/12-add-aibast-retention-plan-05.png |
hard-step-13 |
hard | risk-analysis | solutions/client-health-score/screenshots/manual/annotated/13-add-aibast-risk-analysis-06.png |
hard-step-14 |
hard | client-satisfaction-trend | solutions/client-health-score/screenshots/manual/annotated/14-add-aibast-satisfaction-trend-03.png |
hard-step-15 |
hard | stakeholder-outreach | solutions/client-health-score/screenshots/manual/annotated/15-add-aibast-stakeholder-outreach-07.png |
hard-step-16 |
hard | Claude Opus 5; stakeholder-outreach; client-satisfaction-trend; risk-analysis; client-retention-playbook; qbr-summary; aibast_client-health-synthetic-portfolio.md; aibast_client-health-retention-playbook.md | solutions/client-health-score/screenshots/manual/annotated/16-review-inventory.png |
hard-step-17 |
hard | stakeholder-outreach; client-satisfaction-trend; risk-analysis; client-retention-playbook | solutions/client-health-score/screenshots/manual/annotated/17-review-skills.png |
hard-step-18 |
hard | stakeholder-outreach; qbr-summary; client-portfolio-health-dashboard; client-engagement-analysis; at-risk-client-prioritization | solutions/client-health-score/screenshots/manual/annotated/18-review-skills-more.png |
hard-step-19 |
hard | Client Health Score Manual | solutions/client-health-score/screenshots/manual/annotated/19-open-preview.png |
hard-chs-01 |
hard | $22.3M; TechCorp Industries; CRITICAL; Churn Indicator | solutions/client-health-score/screenshots/manual/annotated/20-chs-01.png |
hard-chs-02 |
hard | TechCorp Industries; No executive contact in 90 days; Declining billing trend | solutions/client-health-score/screenshots/manual/annotated/21-chs-02.png |
hard-chs-03 |
hard | Declining Accounts Requiring Attention; TechCorp Industries; Global Finance Corp | solutions/client-health-score/screenshots/manual/annotated/22-chs-03.png |
hard-chs-04 |
hard | TechCorp Industries; Global Finance Corp; Healthcare Solutions Inc | solutions/client-health-score/screenshots/manual/annotated/23-chs-04.png |
hard-chs-05 |
hard | Morgan Lee; Approval gate; Value realization workshop | solutions/client-health-score/screenshots/manual/annotated/24-chs-05.png |
hard-chs-06 |
hard | 78%; John Davis; $340K outstanding | solutions/client-health-score/screenshots/manual/annotated/25-chs-06.png |
hard-chs-07 |
hard | Sarah Mitchell; Tuesday | solutions/client-health-score/screenshots/manual/annotated/26-chs-07.png |
hard-chs-08 |
hard | ready for you to send; $17.2M; 300% | solutions/client-health-score/screenshots/manual/annotated/27-chs-08.png |
hard-step-28 |
hard | Client Health Score Manual | solutions/client-health-score/screenshots/manual/annotated/28-confirm-draft.png |
Reference-only visual gaps
These checkpoints remain open or reference historical captures. No current image is implied by this table; review and reshoot requirements must be resolved before acceptance.
| Checkpoint | Mode | Source asset | Reason |
|---|