Customer Relationship Index Helping you protect & grow your most important B2B relationships

A structured measure of
customer relationship health.

Know why your biggest accounts stay — before you find out why they leave.

For account leaders who can’t afford to find out about churn from the renewal call.

“They’re quick to respond.”
Interview · COO
“Fewer escalations this quarter.”
Survey · Ops lead
“Bring them into our planning.”
Interview · CIO
CRI Score
Strong
last quarter 66  ·  ▲ +6
Assessment complete
Our team has led enterprise customer relationships at and with
Atos
Capgemini
Telefónica
BT
BMW
John Deere
Aliter Capital
ECI
Capita
ABB
Specsavers
Box UK
TXP
Peoplesafe
Why CRI

The forecast says the renewal is safe. The relationship knows better.

See risk before the renewal does

Accounts that leave rarely complain first — they go quiet. CRI scores what stakeholders actually say, quarter over quarter, so a cooling relationship shows up as a falling number, quarters early.

Protect the revenue at stake

Every account carries its contract value alongside its health, so your team defends the relationships that matter most — first.

Give every team the same next move

Every assessment ends in a ranked list of specific actions — drawn from the evidence, sized by expected impact on the score, each with an owner and a date. The next assessment checks what got done.

Protect the revenue you have.
See where the next revenue comes from.

The same evidence that flags risk also flags opportunity. Where trust is high and customers want you in their planning, CRI says so. Your team sees which accounts have room to grow, and starts there.

The method

Evidence, not sentiment.

Named people, on the record

Every score is built from structured conversations with named stakeholders. An analyst reviews the evidence before it counts. Nothing is scraped from social feeds or guessed from the tone of a support ticket.

One voice can’t swing it far

A single remark can move a score, but it can’t drag it to an extreme. Thin evidence is flagged with an explicit warning on the assessment itself. A strong reading takes a pattern across conversations.

Same method, every quarter

The same accounts, scored the same way, every quarter. When the number moves, something in the relationship moved, and you can put a figure and a date on it.

The whole book at once

The whole book is scored one way, so accounts can be compared directly. A pattern in three accounts gets caught before it’s a pattern in thirty.

The platform

One view of the whole relationship.

Every number traces back to something a stakeholder actually said.

Account portfolio Q3 2026 · 4 of 18 accounts
Account Health Score Trend Next move
Northwind Utilities
Energy · UK
Strong 74 ▲ +3 Bring them into next year's roadmap review
Alden Financial Group
Banking · DE
Stable 63 — 0 Re-establish the exec sponsor relationship
Harbor Logistics
Transport · SG
Vulnerable 55 ▼ −4 Restart the quarterly review cadence this month
Caldera Health
Healthcare · US
At Risk 47 ▼ −7 Executive visit before the renewal conversation
Protected but fragile
Strategic partner
Watchlist
Promising but unproven
Internal
Customer
THE GAP
Performance Trust →
↑ Structural Stability
Action board Ranked by expected impact
01
Put the roadmap review back on their planning calendar
Strategic Permission +2–3 pts
Account Director · due 30 Sep · In progress
02
Fix the escalation path for critical incidents
Reliability +1–2 pts
Service Manager · due 14 Oct · Not started
Certificate of Assessment
72 Strong Wave 4 · Q3 2026
“Earning the room, not just the renewal.”
Delivery trust has recovered; the open question is strategic access.
Account Director
Service Manager
How it works

Listen. Score. Act.

01 Listen
CRI starts with real conversations. Structured interviews and surveys capture your account team’s view and your customer’s, in one place.
02 Score
That evidence becomes one health score per account, built the same way every time. When the board asks where the number came from, you can show them.
03 Act
Your team gets the short list of moves that protect the renewal — each with an owner and a date, tracked quarter over quarter.
“CRI gives us a new lens on our most important customer relationships — helping us see where revenue is at risk and where the next growth opportunity could come from.”
Rodney Kinchington
Managing Director, Cloud, AI & Digital Transformation
Enterprise & Government, APJC · BT Group
Before the next renewal cycle

Put a number on the relationship.

See CRI on your own accounts. Bring the one you're least sure about.

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