Audit how each account is actually communicated with — cadence, channels, responsiveness and stakeholder coverage — with a scored report of who is left out.
Quick answer
A coverage audit of how you actually reach each account — cadence, channels, responsiveness and stakeholders — scoring who is being left out of the loop.
Accounts rarely churn over one bad meeting; they churn across a widening silence. This audit scores the real communication pattern per account — meeting cadence versus promised cadence, who replies and how fast, which channels carry which message, and which stakeholders have not heard from you in ninety days. The weighted result plus AI report turns relationship hygiene from a feeling into a fixable checklist.
A fillable sample form and report preview — live once the app is published.
Everything you need to run this template.
Promised rhythm versus actual rhythm, scored honestly.
Stakeholders left untouchable for a quarter get named.
Which updates travel where — and which get ignored.
A scored AI PDF that opens the QBR with facts.
From copy to deliverable in four steps.
Copy the audit into your workspace.
Managers complete it quarterly with the account team.
The report highlights lowest-contact stakeholders.
Set cadence, owner and channel per gap, then re-score next quarter.
Pick your role — see how it fits your workflow.
See relationship silence before renewal season shouts it.
Coach reps on coverage, not just activity volume.
Audit your own client touchpoints with a stranger's honesty.
What makes this template work as a professional deliverable.
A preview of real questions — the live version scores them and builds a report per respondent.
