Run a client health check coaching session

Updated August 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

In Strategy mode, click Working sessions.
Open Working sessions and start Run a client health check.
Click Client Health Check (under Relationships & Accounts).

A setup screen asks you to pick the account:
- Your current accounts (recommended).
- Pick a specific contact in an account you want to assess.
Pick one. Click Start.
The coach opens with a brief intro: what this session is for and what data it sees.
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.
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.

Step 1: Open the relevant screen

In Strategy mode, click Working sessions.

Step 2: Complete the action

Open Working sessions and start Run a client health check.

FAQ

Q: How do I run the run a client health check coaching session? Assess the health of a client relationship, spot churn signals early, and plan retention actions.

Q: What do I need before I start? You have at least one active contact in your account. Coaching enabled on your plan.

Q: How long does this take? About 10-15 minutes per session, end-to-end.

Q: Client Health Check canvas isn't in the Coaching hub? Your plan doesn't include Coaching. Check avatar > Settings > Account.

Q: Account picker is empty? You have no active accounts or contacts in Nynch yet. Add at least one, then retry.