Account health for contract-based B2B

Stop guessing whether your contracted revenue will renew.

EvaluationsHub automatically collects the signals that actually decide a renewal — stakeholder sentiment, QBR health, surveys, delivery data — each on its own cadence. No manual chasing, no hoping. One live weighted score per account, configured per segment: silent drift surfaces months before the contract is up, and so does strength — which healthy accounts are ready to grow, and when to ask.

Pick 10 accounts. Ranked at-risk readout in 30 days. We set it up; your customers are contacted only with your approval.

Trusted by 350 B2B teams
Dell Capgemini Kyndryl Europcar KLA
What most teams run today

Five tools. None of them built for this job.

Retention lives in the gaps between systems that were never designed to protect it.

CRM

Tracks the deal, not the health of the relationship after signature.

Spreadsheets

Manual scorecards that are stale the moment they’re saved.

Survey tool

NPS sits in a silo, cut off from delivery and commercial signals.

BI dashboards

Lagging indicators that confirm the churn after it happened.

Email & calendar

Follow-ups that only happen if someone remembers to chase.

The stakes

A renewal you thought was safe — gone at the re-tender.

Churn rarely announces itself. It builds quietly across those tools until the contract is already in play, and by then the conversation is about price, not value.

How it works

Five steps. Every account. Every week.

1

Collect

Every signal requested on its own cadence — and chased until it’s answered.

2

Centralize

One weighted score per account, per segment.

3

Detect

Thresholds flag drift before it reaches revenue.

4

Chase

The chase engine assigns recovery tasks and keeps chasing the owners until they’re done.

5

Improve

Sponsor re-engaged, survey recovers, the score climbs back.

What feeds the score

One weighted score. Configured per segment.

QBRs, stakeholder input, surveys and delivery data — each requested on its own cadence and chased until answered, then weighted into a single account health score. Change the segment lens and the same signals re-weight in real time.

7.3/ 10
Healthy
Signal weight= 100%

Relationship signals lead, so this account reads Healthy.

Segment lens
Quarterly

Quarterly business review

Meeting sentiment & outcomes

82/10040%
Monthly

Internal stakeholder input

KAM & delivery-team read

68/10030%
Continuous

Customer survey

NPS & CSAT trend

41/10015%
Live

Delivery & SLA

Incidents & resolution speed

88/10015%
Platform

Built for relationships, not tickets.

Weighted, multi-source scoring

Every signal, weighted your way, into one number.

Signals on a cadence

Requested, collected and chased — not left to memory.

Recovery templates & chase engine

Assign the plan and chase owners to done, automatically.

Expansion timing

Which accounts are strong enough to ask — and when.

Customer portal

Your client sees the same scorecard. Joint governance, not surveillance.

Immutable audit trail

Every action logged — EU-hosted, GDPR-native.

Integrations

Into your CRM. Not alongside it.

From your CRM, ITSM and delivery data — the score flows back to where your team already works.

Salesforce syncNative, via custom objects
AWS AppFlow40+ enterprise services
REST API & webhooksPush and pull in real time
CSV & ExcelBulk import, no engineering
Enterprise-grade security · EU-hosted & compliant
ISO 27001 certified AWS EU hosted (Paris) GDPR compliant

Find out how much of it is safe.

Start the 30-day pilot →
Secret Link