Not a vague engagement metric. Not a recycled NPS hack. A relationship intelligence framework built from years of CX consulting work — turned into a six-signal scoring system that runs inside your business.
Each signal is a behavioral pattern that, in CX research, predicts whether a client renews, refers, or quietly disappears. Pulse tracks all six in real time and rolls them into a single score per client.
Tracks the cadence of meaningful interactions — emails, calls, portal logins, meetings, messages. The system learns each client’s natural rhythm and flags when too much time has passed without contact.
Reads from Project Portal: are milestones being approved on time? Are files getting uploaded and signed off? Are payments staying current? Stalled projects predict stalled relationships.
Watches Stripe activity: are invoices being paid on time? Are there disputes? Are autopay subscriptions failing? Money is one of the loudest relationship signals there is — and one most service providers miss until it’s a crisis.
Tracks whether the client is opening emails, reading project updates, responding to messages, completing onboarding steps. Disengagement is the earliest warning sign of churn.
Pulls from Referral Circle Hub: is this client sending referrals? Have they been recently? Active referrers are your healthiest clients — and they need different care than passive ones.
Reads from The Boardroom: are they showing up to events? Posting in discussions? Attending live sessions? Community engagement compounds retention. Disappearing from your community is often a leading indicator they’re disappearing from your business.
Pulse rolls all six signals into a single 0–100 health score per client, color-coded and trended over time. So you can scan your entire client list at a glance and know exactly who needs your attention.
Pulse doesn’t just score — it tells you what to do next. Every alert comes with a recommended action, drawn from the same CX playbook the score is built on.
Most service providers find out a client is unhappy when they cancel. By then, it’s too late. Pulse catches the slip 60–90 days earlier — when there’s still time to repair.
Ironically, most service providers spend the most time on their loudest, least-healthy clients. Pulse surfaces the quiet active referrers and high-value loyalists who deserve your time — and prompts you to reach out.
Without Pulse, only you (the founder) have a sense of which clients are doing well. With Pulse, your team sees the same scores and knows who to prioritize without you telling them.
Pulse identifies your active referrers and triggers thank-you actions automatically. The clients who refer most get cared for most — which makes them refer more. Compound effect.
Pulse is one of six selectable apps in Mogul X OS Pick 3 ($3,333 lifetime), and is automatically included in Full Suite ($5,555 lifetime). Founding Access bundles all 8 apps for life — and it closes when filled.