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Lars Tips & Examples

Learn how to use Lars effectively with these practical examples.

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Common Workflows

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Monday Morning Triage

Goal: Get a prioritized list of clients needing attention Ask Lars: 
"What clients need my attention this week?"
Lars will provide:
  • Clients with declining health scores
  • At-risk clients approaching renewal
  • Clients you haven’t contacted recently
  • Suggested actions for each client
Follow-up: 
"Create tasks for the top 5 priority clients"

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Pre-Renewal Check

Goal: Review renewals and their health status Ask Lars: 
"Show me all renewals in the next 30 days and their health scores"
Lars will provide:
  • List of upcoming renewals
  • Current health score for each
  • Risk assessment
  • Recommended actions
Follow-up: 
"Create check-in tasks for any renewals with health below 60"

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Risk Intervention

Goal: Identify and address at-risk clients Ask Lars: 
"Which clients are at high risk of churning this quarter?"
Lars will provide:
  • List of high-risk clients
  • Risk factors for each
  • Historical context
  • Intervention suggestions
Follow-up: 
"Create urgent follow-up tasks for clients with health below 35"

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Portfolio Analysis

Goal: Understand overall portfolio health Ask Lars: 
"Summarize my portfolio health changes this month"
Lars will provide:
  • Overall health trends
  • Clients with significant changes
  • Common risk patterns
  • Improvement opportunities

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Tips for Better Results

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Be Specific

❌ Vague: “Help me with clients” ✅ Specific: “Show me enterprise clients with declining sentiment in the last 30 days”

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Include Timeframes

❌ No timeframe: “Which clients need attention?” ✅ With timeframe: “Which clients need attention this week based on recent activity?”

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Ask Follow-ups

Build on previous responses to get more done:
  1. “Which clients are at risk?”
  2. “Create tasks for the top 3”
  3. “What factors are causing the risk for TechCorp?”

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Use Client Names

When asking about specific clients, use their name: 
"What's the health status of Acme Corp?"
"Show me recent interactions with TechFlow Inc"
"What should I do about DataCorp's declining sentiment?"

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Action Types

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Low Risk Actions

These can be auto-executed:
  • Generate reports
  • Create tasks
  • Add notes
  • Update tags

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Medium Risk Actions

These require approval:
  • Update health scores
  • Schedule meetings
  • Modify client status

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High Risk Actions

These require confirmation:
  • Send emails
  • Modify client data
  • Update contract information

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Troubleshooting

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Lars gives generic responses

Solution: Add more context to your question
  • Include timeframes
  • Specify client segments (enterprise, SMB, etc.)
  • Mention specific metrics (health score, sentiment, etc.)

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Actions don’t execute

Check:
  • Did you click “Execute”?
  • Do you have permission for this action?
  • Is the client relationship valid?

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Response doesn’t address your question

Try:
  • Rephrase your question
  • Break complex questions into smaller parts
  • Ask for clarification on specific points

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Best Practices

  1. Start simple: Begin with straightforward questions
  2. Be specific: Include details like timeframes and client types
  3. Review actions: Always check suggested actions before executing
  4. Use follow-ups: Build on previous responses
  5. Provide context: Help Lars understand your specific needs

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Next Steps

Overview

Learn more about Lars capabilities

Best Practices

Advanced tips for power users