xbert-pulse

{
  "name": "xbert-pulse",
  "displayName": "XBert Client Pulse",
  "description": "Detect material changes in client transactional tempo and propose actions using XBert.",
  "author": {
    "name": "XBert Intelligence",
    "email": "[email protected]"
  },
  "homepage": "https://intelligence.xbert.io/plugins/xbert-pulse",
  "license": "MIT",
  "keywords": [
    "practice-management",
    "clients",
    "churn",
    "growth",
    "commercial"
  ],
  "x-xbert": {
    "displayName": "XBert Client Pulse",
    "tagline": "Spot clients trending up, down, or off — before you notice on the next invoice.",
    "audience": [
      "principals",
      "practice-managers",
      "accountants"
    ],
    "categories": [
      "clients",
      "metrics",
      "commercial"
    ],
    "prerequisites": [
      "XBert account with transactional volume tracking",
      "At least 3 months of historical data for a usable baseline"
    ],
    "screenshots": [],
    "demoVideo": null,
    "includes": {
      "skills": 1,
      "commands": 1,
      "mcpTools": 0
    },
    "longDescription": "The clients you most need to call are usually the ones you're least aware of. The ones whose volume quietly dropped 50% last month aren't ringing your bell — they're already half-gone. The ones whose volume tripled aren't telling you either — until you under-invoice them and the fixed-fee conversation gets ugly.\n\nXBert Client Pulse compares each client's rolling 1-month transactional volume against their 2-3 month baseline and surfaces material changes — both directions. Up means scaling, service-tier change, more billable work coming. Down means churn risk, seasonal dip, or trouble worth a phone call. Either way, you find out before your competitor does.",
    "useCases": [
      {
        "title": "Fortnightly commercial review",
        "description": "15 minutes every other Friday gives the practice owner a complete picture of which clients need attention this fortnight."
      },
      {
        "title": "Pricing conversations",
        "description": "Spot the +85% client and have a service-tier conversation now, while it's still framed as growth-aligned."
      },
      {
        "title": "Churn-risk surfacing",
        "description": "Catch the client whose volume halved and call them this week — before they tell you they've moved on."
      },
      {
        "title": "Onboarding sanity check",
        "description": "New clients should ramp; if a six-month-old client's volume is still trending down, something is off."
      }
    ],
    "benefits": [
      {
        "icon": "TrendingUp",
        "title": "Find the upgrades before they leave",
        "description": "Clients scaling out of your service tier surface immediately — you reprice on the way up, not after you've under-served them."
      },
      {
        "icon": "PhoneCall",
        "title": "Call before they ghost",
        "description": "Material downward trends turn into a suggested call list so churn risks get a conversation while there's still a relationship."
      },
      {
        "icon": "BarChart3",
        "title": "Practice-level early warning",
        "description": "Aggregate pulse across the book tells you whether the practice itself is growing, flat, or shrinking — beyond any one client's noise."
      }
    ],
    "workflow": [
      "Type /pulse (or /pulse <client> for a single-client deep dive)",
      "Plugin pulls each client's rolling 1-month and 2-3 month transactional volume from XBert",
      "Computes percent change, ranks by materiality, applies the practice's thresholds",
      "Surfaces clients trending up, trending down, and a ranked call list",
      "Offers to draft outreach for the top one or two priority calls"
    ]
  }
}