Automated servicing alerts with actionable recommendations — Mar 28, 2026
✦ Action Playbook
Budget Depleted
Recharge conversation needed
AS PIC contacts client to discuss renewal. Prepare spend vs performance summary to justify recharge. Escalate to Sales PIC if no response in 3 days.
Ads Paused
Investigate & restart
Check if pause was intentional (client request) or automatic (budget). If automatic, treat as pre-critical. If intentional, confirm client timeline for restart.
Low Balance (<30%)
Proactive client notification
Send budget status update to client before it depletes. Prepare renewal proposal with performance data. This is the 30% threshold — act now to prevent going dark.
Active & Healthy
Monitor + spot upsell moments
No urgent action. Watch for performance spikes (e.g. high arrival rate) that signal upsell timing. Flag 團購 candidates if not yet set up.