The Sticky Strategy™ Assessment
Your revenue may look healthy. Your relationships may not be.
The assessment is where every engagement begins. It measures how strong your strategic client relationships actually are, where your existing revenue is exposed, and where growth is already sitting inside your portfolio.
We Measure Both Sides of the Relationship.
Your team tells us how they think the relationship is performing.
Your clients tell us how they actually experience it.
The gapThe gap reveals what you can't see from the inside.
How sticky are your relationships?
The Sticky Strategy™ Assessment reports across seven measures. Together they show leadership where revenue is protected, where it is exposed, and where growth is available inside the existing portfolio.
- 01
Relationship Health
How strong are your client relationships today?
A current read on the trust, engagement, and responsiveness inside each strategic relationship.
- 02
Client Stickiness
How embedded are you — and how difficult would you be to replace?
Where you are woven into how the client operates, and where you could be swapped out without much friction.
- 03
Executive Connectivity
Are you connected to the people who actually influence decisions?
Whether your relationships reach the decision influencers, or stop at the people who manage the work.
- 04
Relationship Perception Gap
Do you see the relationship the same way your client does?
The distance between what your team believes and what the client reports — usually the most revealing signal in the portfolio.
- 05
Growth Readiness
Are your strongest relationships positioned for growth?
Which relationships can carry an expansion conversation now, and which need strengthening first.
- 06
Portfolio Risk
Where is your existing revenue most vulnerable?
Concentration, single-threaded relationships, and quiet erosion that revenue reporting will not show you.
- 07
Growth Opportunity
Where is untapped growth hiding inside the clients you already have?
The expansion available inside the portfolio you have already earned the right to grow.
Five steps from revenue to relationship intelligence.
The scoring model, weighting, and benchmarks behind the assessment are proprietary. How we run it with you is not a secret.
- 01
Scope the portfolio
We agree which strategic accounts and relationships matter most to protect and grow.
- 02
Measure your side
Structured input from the executives, account leaders, and teams who own those relationships.
- 03
Measure the client side
Confidential client-side input, gathered carefully and framed to protect the relationship.
- 04
Expose the gap
We compare both perspectives across the seven measures and surface risk, disconnection, and hidden growth.
- 05
Present to leadership
An executive readout of what we found, what it means for revenue, and where to act first.
What your leadership team sees.
Not a satisfaction score. A commercial read on the revenue you already have — what is protected, what is at risk, and what is available.
- 01Where you're strong
- 02Where you're vulnerable
- 03Where you're disconnected
- 04Where growth is hiding
- 05Where you need to act now
From insight to action.
The assessment tells you where to act. What follows — an executive intensive, advisory, relationship development, or facilitated alignment work — is chosen based on what the measures reveal, and delivered through the five Sticky Strategy™ phases.
Because the next growth opportunity may not be another customer. It may be hiding inside the relationships you already have.
See what follows the assessmentReady to find out how sticky your relationships really are?
Your next growth opportunity may already be inside your portfolio.