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 healthAssess 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 timeTrack 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 objectivesReceive 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.