Health Checks
From guessing to knowing: keep relationships on track
Spot risks early. Act fast. Stay connected.
Ever wish you could spot risks and opportunities in your key relationships before they become issues? With ongoing relationship health checks, you can. These regular check-ins give you a real-time pulse on what matters most, so you can build trust, adapt quickly, and stay ahead of stakeholder needs.
No more guessing what’s working or where there’s friction. Health checks offer clear insights, helping your team respond fast, strengthen connections, and turn challenges into opportunities. It’s about staying proactive, not reactive, so your team can focus on what you do best: delivering results, together.
Key benefits
Understand account relationship health
Assess each key stakeholder’s perspective on performance, service levels, meeting expectations, ease of doing business, and other important aspects of relationship health.
Trend relationship health over time
Track how objective and subjective measures change over time to see where problems are, how relationships are evolving and correlations between health, expansion and growth rates.
Uncover stakeholder needs and objectives
Receive quarterly feedback from key account stakeholders on needs and objectives to identify new opportunities.
Features
Low impact feedback request format
Using brief and discreet feedback requests within regular campaigns automates the feedback collection process.
Relationship health reports
Reports across altitude levels, departments, and regions enhance aggregate findings, offering deeper insights into customer opinions, needs, and trends over time.
Integration of perspectives with stakeholder canvases
When navigating buying centers, integrating stakeholder perspectives into deal strategies ensures individual attitudes toward the relationship are considered.
More outputs
Transform complex data—build pipeline, accelerate expansion, and increase revenue.
Pre-intent signals
Get a clear, visual framework to identify who matters, understand what drives them, and keep everyone aligned.
Insight reports
Turn scattered data into sharp, clear insights that help you spot what matters, fast.
Dashboards
Organize your opportunities by category, so your team knows exactly where to focus next. No more digging through spreadsheets or chasing updates.
Alerts and notifications
Get timely notifications that empower you to act fast. Whether it’s a new lead, a status change, or a critical update, you’ll know the moment it happens.
Opportunity Reports
Connect the dots between scattered data and your next big win, so you can spot, organize, and act on every growth opportunity without the clutter or confusion.
Bluespace
We help you understand what your customers actually need and what they’re ready to invest in. No more guesswork.
Action plans
No more waiting for updates or chasing down next steps—everyone knows exactly what to do, right when it matters most.
Buying Centers
Map out and engage new buying centers—so you’re not just talking to accounts, you’re building real relationships with the people who matter most.
Explore our solutions
Account Research
We simplify the process of recognizing actual needs. Spot growth signals, turn them into real opportunities, and connect your solution to what your customers actually want.
Account Planning + Execution
Grow contracts, reach new buyers, and keep your best customers loyal—all by focusing on what matters: real relationships and real value.
Account Experience
Your top customers deserve standout experiences—every time. We enable you to deliver seamless digital touchpoints that make it easy to connect, engage, and maintain loyalty.