Pick one client. We’ll tell you what we see.
Choose a single retainer — ideally one you’re slightly unsure about. We read the calls, the emails, and the SOW, and come back with what the conversations are actually saying about that relationship. It costs nothing, and the findings are yours whether or not you ever work with us.
A written report, and someone to walk you through it.
A risk report on that account
Written, specific, and about your client — not a template. What we found, where it shows up in the conversations, and how much of it your CRM already knew.
A 20-minute walkthrough
We go through the findings with you so you can push back on them. Not a pitch — if the report is thin, we’ll say so and you’ll have lost twenty minutes.
The findings, to keep
Act on them yourself, hand them to your account lead, or ignore them. There’s no follow-up sequence and nothing expires.
Three things, and one of them is nothing.
Recordings or transcripts from the last handful of calls on that account. Client emails too, if you can share them.
What you actually committed to deliver. This is what lets us spot delivery drifting from scope — the signal a generic tool can’t see.
No CRM connection, no integration, no procurement. If sharing the above is a problem, tell us and we’ll work with whatever you can send.
Because a demo on invented data proves nothing. Every tool in this category looks impressive on a made-up account with obvious problems planted in it. The only convincing version of this is running it on a relationship you already understand — so you can check our findings against what you know and see where we’re right, where we’re obvious, and where we’re wrong.
If it lands, the natural next step is a paid audit across 20–30 accounts. If it doesn’t, you’ve got a free report on a client and we’ve learned something.
Request the risk read.
Tell us which account and we’ll reply with exactly what to send over.
No card, no trial, no auto-enrolment into anything.
We’ll tell you upfront if we’re backed up and it’ll take longer.
We do a small number of these each month so each one gets read properly. If you want the whole book looked at, that’s the paid audit.