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.
Cohort loaded · Notify RM
Disengaging No members
Wear time down more than 40% over 60 days
No clients in the selected book match “Disengaging” right now. Nothing to send.
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.