One card per client. The next move, obvious.
Six metric cards. Health score, days to renewal, overdue commitments, stakeholders mapped, days since last touch, expansion value. Below them: the single highest-leverage move on this account, refreshed daily. The dashboard consultants actually open every morning instead of opening eight tabs.
Every client in one row. Owner, rhythm, relationship score, ICP fit, last touch. The cockpit the whole firm runs from.
Six metrics, one glance.
The Cockpit avoids the dashboard sprawl problem. Most account-management dashboards show 25 metrics, which means you read none of them. Six is the cognitive limit, readable in three seconds, every metric meaningful.
Health Score
0-100 composite of commitment reliability, contact recency, stakeholder coverage, delivery signals, engagement trend, and risk signals. Trend arrow shows whether the relationship is strengthening or fading.
Days to Renewal
The renewal countdown that should be governing your behaviour but usually isn’t. Visible at all times so renewal conversations don’t happen 30 days before the deadline.
Overdue Commitments
Promises you made to this client that haven’t been kept. Each one degrades trust. Closing them out is usually the highest-leverage action you can take in 20 minutes. Feeds the Say/Do Ratio.
Stakeholders Mapped
How many of the expected buying-committee stakeholders you actually have a relationship with. Champions, blockers, economic buyers, technical evaluators. Single-stakeholder concentration is renewal risk.
Days Since Last Touch
Cadence health. Compared against the client’s group cadence. Surfaces drift before the client notices.
Expansion Value
Estimated revenue sitting in unactioned signals from this client’s recent conversations. Mentions of new initiatives, budget freeing up, peer references. Calibrated to your typical engagement size.
The Next Move bar.
Below the six metrics sits one explicit next-move statement. Not eight suggestions. One.
The choice is determined by whichever dimension is currently most off-rhythm. If commitments are slipping, the next move is closing one out. If stakeholder coverage is thin, the next move is mapping the missing economic buyer. If a renewal is approaching with declining engagement, the next move is initiating the renewal conversation now while you still have leverage.
Every Cockpit ends with one move that, if you do it today, materially improves the account’s trajectory. Eight things to do is the same as nothing to do. One thing to do is action.
For relationship-led businesses.
Strategic clients only
Most consultants have 8-15 Strategic clients. The Cockpit replaces the “mental scan” you do every Monday morning trying to remember which accounts need attention. Now it’s explicit.
One Cockpit per portfolio company
Fractional executives switching between 4-8 portfolio companies open the Cockpit when they switch context. Two minutes loads the relevant state. Beats reading through Slack history every time.
The QBR view
Agency principals open every Cockpit before quarterly business reviews. The aggregate view (Team Cockpit) shows which accounts in the firm-wide portfolio are at risk in the coming quarter.
See your Cockpits on real accounts.
Book a 30-minute walkthrough. We’ll set up Cockpits on a sample of your accounts and show you which ones are silently slipping and what the next move is on each.