How to Run a Client Health Assessment: The Key to Stronger Partnerships
Not every churned client shows obvious signs of disengagement before they leave. In fact, many appear satisfied—until they suddenly stop renewing. The key to preventing churn isn’t just reacting to issues; it’s proactively identifying risk factors before they become real problems.
A client health assessment helps you track engagement, satisfaction, and retention risk, so you can step in early and strengthen relationships before they weaken. Here’s how to evaluate client health effectively and use that data to drive stronger partnerships.
1. Define What “Client Health” Means for Your Accounts
A client health assessment isn’t a one-size-fits-all process. Different businesses will measure client health differently, depending on their products, services, and business goals. Before you start tracking data, you need to define what a healthy client relationship looks like for your accounts.
Key Factors That Indicate a Healthy Client Relationship:
- Consistent engagement with your product, service, or team
- Positive feedback in client surveys or check-ins
- A track record of renewals and expansion
- Proactive communication from the client (not just when there’s an issue)
Once you define these key indicators, you can build a structured approach to measuring and improving client health.
2. Use a Data-Driven Approach to Track Client Health
Gut feelings and assumptions aren’t enough—you need quantifiable metrics to assess client health objectively. A structured account health score makes it easy to track changes over time and compare different accounts.
Key Metrics for Client Health Assessments:
- Product/Service Usage: Are they using what they’re paying for?
- Renewal Likelihood: Are they approaching renewal with confidence?
- Engagement Level: Are they responsive and engaged in conversations?
- Support Requests: Have they been experiencing more issues than usual?
- Account Growth: Have they increased spending or engagement over time?
By assigning a score to each metric, you create a clear snapshot of client health, helping you identify risks before they escalate.
3. Identify At-Risk Clients Early
Not every client will tell you when they’re unhappy. That’s why you need to proactively look for warning signs that a client might be considering alternatives.
Common Red Flags That Indicate Churn Risk:
- Reduced engagement—fewer emails, meetings, or product logins
- Payment delays or budget cut discussions
- Escalations or unresolved issues
- Sudden leadership changes in their organization
- Declining usage of core features or services
When you spot these warning signs early, you have time to course-correct before a client makes the decision to leave.
4. Take Proactive Steps to Strengthen Relationships
A client health assessment is only valuable if you act on the insights. Once you’ve identified areas of concern, it’s time to implement strategic interventions that reinforce your value.
Ways to Improve Client Health and Retention:
- Personalized outreach to check in before renewal discussions
- Executive sponsorship programs to ensure leadership engagement
- Exclusive training sessions to drive product/service adoption
- Customized reports that highlight tangible ROI for the client
- Quarterly Business Reviews (QBRs) to align on goals and future needs
When you show clients you’re invested in their success, they’re far less likely to consider alternatives.
The best account managers don’t just respond to client issues—they prevent them. A structured client health assessment gives you the data and insights you need to track engagement, reduce churn risk, and deepen client relationships.
Want to make onboarding part of your client retention strategy? Learn how to set new accounts up for long-term success: How to Onboard Clients for Long-Term Success
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