Client portfolio
See client health, ownership and recent changes. Find the accounts that need a closer look before your next team meeting.
Try the example client →Features
Client calls, follow-through and team coaching. In one place.
Rapport analyses client conversations and keeps the evidence, relationship history and next steps together. Here is what your team can use day to day.
Explore an example clientRelationship assessments
Review trust, value, initiative and follow-through, with scores, explanations and the supporting conversations.
Try the example client →Pre-call briefs
Bring the last conversation, completed work, unresolved concerns and a suggested focus into the next client call.
Try the example client →Post-call summaries
Review what was discussed and decided. Confirm suggested actions, then prepare an editable follow-up draft.
Try the example client →Actions and replies
Assign owners and due dates to commitments. See recorded client requests that still need a reply.
Try the example client →Call coaching and practice
Review feedback on listening, questions and clarity. Rehearse renewal, pricing and cancellation conversations.
Explore coaching →Portfolio
See client health across your portfolio.
See the clients gaining confidence as well as those needing support. Know what’s changing across your portfolio.
83client relationships
Select a status to explore.
Recent changes
BBirch & Co.Lead quality concerns remain unresolved.34/100 Rapport Score-54 pts · 30 days
CCedar HomeThe next phase is agreed and underway.88/100 Rapport Score+8 pts · 30 days
NNorthstar MediaConfidence returning after a clearer results review.74/100 Rapport Score+18 pts · 30 days
See the picture. Support your people.