Analyse · RM Outreach
RM Outreach
Send a nudge to the relationship managers who own these clients. The RM sees a reason and a suggested action — never physiology, scores or clinical detail.
Fewer than 10 clients match “Recovery debt cluster” — below the minimum cell size, so outreach is held until the cohort grows.
Sent nudges
Every nudge sent, whether RMs acted on it, and whether the cohort's metric moved.
| Sent | Cohort | Reason | RMs | Clients | RM actioned | Client responded | Metric moved |
|---|---|---|---|---|---|---|---|
| 18 Sept | Gate at risk | Wear reminder | 5 | 64 | 84% | 61% | +9 pts qualifying-day rate |
| 04 Sept | Disengaging | Re-engagement call | 5 | 218 | 71% | 43% | 38 devices back online |
| 21 Aug | Improvement leaders | Celebrate & upgrade | 4 | 412 | 92% | 77% | +4 pts consent rate |
| 07 Aug | Recovery debt cluster | Wellbeing check-in | 5 | 184 | 66% | 38% | No measurable change Rewrite the template before resending |
RM action rate measures whether the bank did its part; metric movement measures whether it worked. A nudge that produced no movement is a template to rewrite, not to resend.