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Run a client health check coaching session

Updated June 2026

You'll learn how to: Assess the health of a client relationship, spot churn signals early, and plan retention actions.

Time: 10-15 minutes per session, end-to-end.

Prereqs: You have at least one active contact in your account. Coaching enabled on your plan.

When to use

  • Monthly or quarterly account reviews: "Is this account at risk?"
  • After a support issue or contract negotiation: "Did we just damage the relationship?"
  • Before renewing or upselling: "Should I be worried?"
  • When a contact goes quiet: "What does the silence mean?"

The session produces a health score, a list of early-warning signals, and a set of concrete actions to strengthen the relationship.

Steps

  1. At the bottom-left of the sidebar, toggle to Strategy mode.
  2. Click Coaching.
  3. The Coaching hub shows 12 canvases grouped by category.
  4. Click Client Health Check (under Relationships & Accounts).
  1. A setup screen asks you to pick the account:
    • Your current accounts (recommended).
    • Pick a specific contact in an account you want to assess.
  2. Pick one. Click Start.
  3. The coach opens with a brief intro: what this session is for and what data it sees.
  4. The chat-style session begins. Typical flow:
    • The AI summarises what it knows: revenue, deal history, recent interactions, and signals.
    • It asks you direct questions about satisfaction, engagement, and any friction points you're aware of.
    • It highlights at-risk signals: quiet periods, unresponded emails, job changes in key contacts, competitive mentions.
    • It generates a health score: green (stable), yellow (monitor), or red (at risk).
    • It produces a list of retention actions tailored to the account's situation.
  5. Save / export the output. Suggested actions:
    • Pin it to the account canvas for quarterly tracking.
    • Share with your team or account owner.
    • Use it to guide your next account touch.

What's in the typical output

  • Overall account health score and trend (improving, stable, declining).
  • List of positive signals (high engagement, growth, positive feedback).
  • List of warning signals (long silence, job changes, support escalations, competitive activity).
  • Timeline of recent touchpoints and their sentiment.
  • A prioritised list of 3-5 retention actions with recommended timing.
  • Talking points for your next conversation with the account.

After the session

Act on the retention plan. Log all touchpoints (calls, emails, deliverables) on the account canvas; the next health check will show the impact of your actions.

If something goes wrong

  • Symptom: "Client Health Check canvas isn't in the Coaching hub." → Fix: Your plan doesn't include Coaching. Check avatar > Settings > Account.
  • Symptom: "Account picker is empty." → Fix: You have no active accounts or contacts in Nynch yet. Add at least one, then retry.
  • Symptom: "Health score feels wrong." → Fix: The coach only sees what's in Nynch. If you have relationship details not yet logged (informal conversations, feedback from others), add them to the account or contact notes and retry.
  • Symptom: "Warning signals don't match my experience." → Fix: Silence isn't always bad. Add context to your account or contact notes explaining the situation (e.g. "Contact on sabbatical until Q3"), then retry for a more accurate assessment.
  • Symptom: "Session ended without producing a score." → Fix: The coach needs you to answer its targeted questions to assess health. If you skipped them, restart and engage with the questions.

Related

AI coaching canvases | Plan account expansion | Prep a QBR | Activate your referral network.