Harbor & Vine
harborvine · 11 pages · 14 numbers71 /100
Steady
Relationship pulse3 of 3 conversations scored · last 10/23/26
Warm and invested: Rosa is steering the June email herself.
- They owe us 1 thing, latePhotos of the fourth room's dining room, due Oct 24A friendly nudge, naming the item.
- Two June posts have waited on Rosa's approval since Monday.from project, Oct 25
- Going well“The fourth room has been full every weekend since we opened it.” (Oct 23)
- Rosa answers within the hour, as she has since the spring.from email, Oct 24
Next step: Nudge Rosa for the dining room photos so the June email isn't held up.
Based on: meetings, email, calendar, project. Ask your AI tool to “update the pulse” to add Slack.
Over timeAfter each scored conversation
Steady 70+Watch 45 to 69At risk under 45
85
Trust
They take our lead and tell us early
75
Warmth
Good moments against bad
76
Engagement
How much they bring to it
90
Follow-through
Steps they commit to
Responsiveness
What was owed, done by its date
Them0
Us100
Conversation by conversationNewest first
10/23/26 Spring menu and the June emailMeeting Trust85 Warmth60 Engagement85 Follow-through90 80
Warm and invested: Rosa is steering the June email herself.- Good: “The fourth room has been full every weekend since we opened it.”
- Good: “Lead with the fourth room. You know how to say it better than we do.”
- Hard: “The catering minimum on the site has been wrong since March.”
- Good: “Honestly, the last two emails did more than our ads.”
- Their next step (dated): “I'll send the dining room photos tomorrow.”
10/16/26 Brunch hours at the seasonal roomsEmail Trust85 Engagement60 75
10/01/26 Asking the Stak from ClaudeTraining Trust85 Warmth100 Engagement85 Follow-through90 90
A strong training: the managers drove it with their own questions.- Good: “That's the first time a tool stopped us saying 'curated'.”
- Good: “Can it pull review quotes for the patio menu too?”
- Good: “This is going to save my managers hours.”
- Their next step (dated): “All four floor managers will be connected by Friday.”
Pulse is here to help the team look after this relationship. The client's account manager, owners and admins see it. Every score comes from what's on the record, with the quotes it's based on: a reason to look, not a verdict.