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Thank you for trusting us with this. Your Client Retention Reality Check is ready. The assessment takes 15 to 30 minutes. Your score, profile band, touchpoint breakdown, and 30-60-90 day action plan appear on screen the moment you finish the last statement. No waiting, no follow-up email for your results.

Your next move

Start the assessment.

Twenty-five statements. Four-point scale. Fifteen to thirty minutes at your pace. The most useful results come from the most honest read on how your client relationships actually feel from the inside right now.

Start the assessment
How this works

Four steps. Honest answers. Real clarity.

The tool is designed for a single sitting. Block 30 minutes, close the other tabs, and rate each statement the way your client book actually operates right now — not the way your proposals or onboarding documents describe it. The diagnostic is only as useful as the honesty behind it.

  1. 01

    Start the assessment

    Click the button at the top of this page. The tool loads instantly in your browser. No download, no separate login beyond what you already have.

    Required  ·  Immediate access
  2. 02

    Answer all 25 statements honestly

    Rate each statement on a four-point scale from Never to Consistently. The statements cover all five touchpoints — CONNECT, ALIGN, PLACE, INVEST, AMPLIFY — read through the client-relationship lens. This is for you. No one on your team, and none of your clients, see your answers.

    The tool scores what you tell it. Rating what your onboarding documents promise, instead of what clients actually experience, inflates your band. Rate what is actually true.

    Required  ·  15-30 min
  3. 03

    Your results generate instantly on screen

    The moment you finish the last statement, your composite score, retention profile band, touchpoint breakdown, ROI snapshot, and 30-60-90 day action plan appear on screen. No processing delay. No email wait.

    Automatic  ·  0 min
  4. 04

    Download your PDF and act on it

    Export the 4-page PDF in one click. Share it with a trusted partner on your leadership team, or keep it for your own planning. The action plan is sequenced and specific enough to start on this week, inside your current client relationships, no outside involvement required.

    Required  ·  Your pace
In your PDF

Five things you leave the assessment with.

01
Composite Client Retention Score A single number out of 100, calculated from your 25 responses across all five touchpoints, read through the client lens.
02
Client Retention Profile Band One of four bands: Built to Hold, Calm on the Surface, The Slow Leak, or Decisions Already in Motion.
03
Touchpoint Breakdown Individual scoring across CONNECT, ALIGN, PLACE, INVEST, and AMPLIFY — so you see where silent churn is quietly building in your book.
04
ROI Snapshot A plain-language estimate of your current exposure in relationship concentration, sales cycle to replace, and revenue at risk.
05
30-60-90 Day Action Plan Sequenced moves against your highest-risk touchpoint, specific enough to execute this week inside your existing client relationships.
Watch your inbox

Within the next few minutes, you will receive a confirmation email with your access details. Check spam or promotions if you do not see it within 10 minutes. If anything about the tool does not load or the email does not arrive, email [email protected] directly and we will resend or respond.

When you are ready

One more thing. If your score surfaces a pattern that needs to go deeper than what you can see from your seat, the Retention Risk Audit is what we build next. A one-week diagnostic that names which client relationships are quietly at risk, which people on your team hold them, and what that exposure is costing you. As a Reality Check buyer, the code AUDIT at checkout applies your discount automatically. Mentioned now so it is there when you need it.