Strategic Assessment

Account Health Assessment

Evaluate your strategic account readiness with our comprehensive 30-question assessment across 6 key dimensions.

Assessment Categories

Account Team Alignment
Evaluate how well your team understands and aligns on account priorities

5 questions

Customer Knowledge
Assess depth of understanding of customer needs and challenges

5 questions

Relationship Health
Measure the strength and depth of stakeholder relationships

5 questions

Growth Opportunity
Identify potential for expansion and strategic initiatives

5 questions

Competitive Position
Understand your standing relative to competitors

5 questions

Innovation Readiness
Gauge appetite and capacity for transformative initiatives

5 questions

Scoring Guide

130-150

Growth-Ready

Excellent foundation for strategic growth initiatives

100-129

Opportunity Zone

Good potential with some areas to strengthen

70-99

Development Needed

Foundational work required before major initiatives

Below 70

Remediation Required

Focus on relationship repair and trust building

Sample Questions

The assessment asks you to rate your account on questions like:

  • Can you have frank, strategic conversations with client executives?
  • Do you have advocates who will champion initiatives internally?
  • Is the client's attention focused on future opportunities or current problems?
  • Do you have a track record of successful delivery with this client?
  • Is there mutual trust and respect in the relationship?
  • Can the client commit resources (time, budget, people) to strategic initiatives?

Ready to assess your account?

Take the 5-minute assessment to understand your strategic account's growth readiness and identify areas for improvement.