01WEEK 1
Verify and choose an owner
Check the evidence behind client health. Agree who will own the work and choose a manageable set of priority accounts.
OVERALL PRACTICE SCORE
65.3/ 100
Watch18 of 18 answers scoredUseful foundations with uneven consistency
Several practices are established. Focus on where ownership or follow-through would help.
Your stated priority: creating better commercial visibility.
THE SIX AREAS
Your commercial foundations
Open an area to see the answers behind your result.
Scores reflect your reported practices. They are not an industry ranking.
START HERE
Client Health
ExposedEarly signals, review quality or response ownership appear inconsistent.
WHAT YOUR ANSWERS TELL US
- We identify some early changes, but the approach varies.
- Relevant signals are reviewed for some priority accounts.
Your first practical action
Choose a small set of relevant signals for priority accounts. Record the evidence, change from normal, accountable owner and next review or response.
What the answers suggest together
Opportunities appear visible, while ownership or progression is less consistent.
TURN THE FINDINGS INTO PROGRESS
Your next 30 days
02WEEK 2
Put one change into practice
Choose a small set of relevant signals for priority accounts. Record the evidence, change from normal, accountable owner and next review or response.
03BY DAY 30
Review what changed
Review the evidence with your team. What is clearer? What moved forward? What still needs attention? Agree the next action and review date.
A suggested sequence, not a promise of a particular commercial outcome.
SUPPORT THAT FITS YOUR ANSWERS
Put a working routine around your priorities.
You have someone who can own the improvements and prefer to manage them yourselves. The planner can give the team a shared working routine.
Requesting access does not create a paid commitment.
Client Growth Planner
A shared view of clients, useful signals, clear owners and the next actions that matter.
SUGGESTED STARTING POINTClient health review