Client Contact Frequency

Define how often each client should hear from you — and let Full Engage keep you accountable.

During client setup, set the planned contact frequency: daily, weekly, biweekly, monthly, or no schedule. This becomes a baseline expectation that Full Engage tracks against your actual engagement activity.

When contact falls behind the defined cadence, it feeds directly into the Client Health Indicator and can trigger Proactive Alerts — so gaps are surfaced before they become a problem.

• Set per client: daily, weekly, biweekly, monthly, or unscheduled

• Configured directly in the client profile

• Monitored against real activity — meetings, messages, updates

• Connected to Client Health Indicator and AI Proactive Alerts

A simple setting that keeps every relationship on rhythm.