Account health analytics
Turn client conversations into account health scores
Avara reads your meeting notes, surveys, and email threads, then scores each account's health and flags the relationships cooling before renewal.
| Account | Health Score | Trend | Renewal | Signals |
|---|---|---|---|---|
| Fernwood & Partners |
82
|
⇧ | 94d | 3 |
| Mercer & Colby |
54
|
⇩ | 38d | 7 |
| Halcyon Digital |
31
|
⇩ | 19d | 11 |
| Strata Advisory |
76
|
→ | 61d | 2 |
| Redwood Comms |
61
|
⇩ | 44d | 5 |
| Northlight Strategy |
91
|
⇧ | 115d | 1 |
| Clarendon & Webb |
42
|
⇩ | 22d | 9 |
| Ashvale Group |
73
|
→ | 52d | 4 |
Your CRM tracks activity. Relationship cooling happens in the words.
Every non-renewal has the same post-mortem. The signals were there. In the meeting notes where the client started asking simpler questions. In the survey verbatim where "satisfied" replaced "really pleased." In the email tone that shifted from collaborative to transactional. Nobody connected them in time.
CRMs are built for activity logging, not for reading the qualitative texture of relationships. Account managers are managing 20-plus relationships simultaneously. The pattern recognition that prevents churn rarely happens fast enough.
Avara was built to do exactly that work automatically, so your team acts on signal, not on surprise.
How it works
From raw notes to renewal confidence
Three steps from raw qualitative data to scored account health.
Connect your sources
Paste meeting notes directly, import survey verbatim exports from CSV or Google Forms, or selectively upload email threads. No CRM migration, no complex setup.
Avara extracts relationship signals
NLP models detect sentiment drift, tone shifts, topic clustering, and engagement frequency changes. Classification happens automatically with no manual tagging required.
Your dashboard shows who needs attention
Each account gets a health score, a trend line, and a risk flag. Your team sees at a glance which relationships are cooling and how many days remain before the renewal window.
Early-access pilot results
Agencies acting on signal renew accounts at 3x the rate
We caught a client drifting two months before renewal, something we'd have missed completely in our old process. The meeting note analysis showed a tone shift we wouldn't have spotted until the call where they told us they were leaving.
Our quarterly reviews used to rely entirely on gut feel about which clients were happy. Now we open Avara's dashboard the week before each QBR. It's changed the conversation from subjective to data-backed.
Pricing
Plans built for agency scale
From solo consultants to full agencies. Start at the right tier and grow without switching platforms.