RELATIONSHIP METRICS
Insights that
drive growth
Strong client relationships don’t happen by chance—they are built and improved upon over time. LIFT provides you with real-time health scores and predictions, relationship insights and industry benchmarks. Track health, spot risks early, and turn insights into action.
How it works, in short
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You choose the drivers, and LIFT collects feedback from both clients and teams
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Participants submit scores from 1-10 and can leave comments to all questions
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The LIFT platform crunches the data and provides all the relationship intelligence in real time in intuitive personal dashboards
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You now have all the actionable insights right at your fingertips!
Relationship metrics
The LIFT platform provides you with three clear relationship health indicators.
Client health provides a clear, data-driven view of your client relationships based on driver scores from 1-10 from client survey participants.
With red, yellow, and green indicators, you can instantly assess the client’s satisfaction – and compare against peers using the benchmarks.
Learn More:
Adaptive survey
send-out based on relationship health
LIFT offers complete flexibility in scheduling your surveys. Choose adaptive send-outs based on suggest optimal timings based on answering patterns and the LIFT Score or set fixed dates for operational consistency. The choice is yours, ensuring surveys align with your workflow and client needs.
Red health suggests that the relationship could be at risk, immediate actions should be taken, and the relationship should be measured again 3 months later.
Yellow health suggests that the relationship needs attention and should be measured again 4 months later.
Green health suggests that the relationship is strong and should be measured again 6 months later.
Recommended actions based on LIFT score
Based on the overall relationship health as indicated by the LIFT score, as well as the driver insights, LIFT provides real-time recommended actions real time – easily accessible from your personal dashboard.
Connect account revenue for potential revenue churn overview
Understand the potential financial impact of client relationship health by registering client revenue data. By linking the revenue data to relationship health status, LIFT provides an overview of potential revenue at risk in real time - both on client account level and aggregated across the portfolio.
Analyze comments to uncover the sentiment behind the scores
Easily explore comments and refine your analysis by sorting based on score, client, or VIP status to uncover key themes.
Leverage LIFT’s AI-powered sentiment analysis, which instantly categorizes comments for each signal as negative, neutral, or positive, providing a clear real-time overview of feedback.
Frequently asked
questions
LIFT analyzes your survey feedback to deliver a full set of relationship health metrics. This includes overall health scores, predictive LIFT Scores, sentiment trends, driver-level performance, and response rates—both at the portfolio level and for individual clients.
The LIFT Score is a predictive metric that gives you a forward-looking view of your client relationships. It analyzes a range of key indicators—including client and team scores, their interdependencies, response rates, non-responders, and how scores progress over time. The result is a clear signal of how likely you are to retain a client—so you can take proactive action before small issues turn into lost revenue. It’s not just a score—it’s your early warning system.
Yes—easily. LIFT lets you track trends across client and team health, LIFT Score, and individual relationship drivers over any time period. You can also segment your data by client, industry, market or any custom tags to get a precise view of how performance is evolving.
Absolutely. LIFT makes it easy to move from top-level metrics to specific surveys results and comments - this is key advantage of operating with non-anonymized feedback.
Client and team health scores are calculated as the aggregated average of their respective relationship driver scores. These scores reflect how clients and internal teams evaluate key areas.
In the LIFT platform, you can easily segment these health scores by client, team, market, or any custom tag—giving you a focused view of performance wherever you need it.
