How it works
The account health scoring engine
Avara turns the qualitative texture of your client relationships into scored, trackable account health. No spreadsheets, no manual tagging, no guesswork.
The dashboard
Your entire portfolio on one screen
Every account scored. Every risk flagged. At a glance: which relationships need attention today, which are healthy, and how many days remain before renewal decisions arrive.
| Account | Health Score | Trend | Renewal | Primary Signal | Alerts |
|---|---|---|---|---|---|
| Fernwood & Partners |
82
|
⇧ | 94d | Positive sentiment, +12% engagement | 2 |
| Mercer & Colby |
54
|
⇩ | 38d | Tone shift in last 3 meeting notes | 7 |
| Halcyon Digital |
31
|
⇩ | 19d | Reduced meeting frequency, colder survey verbatims | 11 |
| Strata Advisory |
76
|
→ | 61d | Stable engagement, no risk signals | 1 |
| Redwood Comms |
61
|
⇩ | 44d | Survey verbatim tone declining week-on-week | 5 |
| Northlight Strategy |
91
|
⇧ | 115d | Strong advocacy language in recent notes | 1 |
| Clarendon & Webb |
42
|
⇩ | 22d | Formal tone shift, scope questions raised | 9 |
| Ashvale Group |
73
|
→ | 52d | Consistent engagement, minor scope concern | 3 |
Data sources
Connect the qualitative data you already have
No new tools required. Avara works with the formats your team already produces.
Paste notes directly from your docs, copy from CRM fields, or bulk-import from a folder. Avara processes unstructured prose and extracts tone, topic, and sentiment signals.
Import CSV exports from Typeform, Google Forms, or your NPS platform. Avara reads the open-text responses and classifies sentiment per account, not just per response.
Forward or upload selected email threads. Avara detects formality shifts, response latency patterns, and topic changes that predict disengagement.
The analysis engine
What Avara detects automatically
Four signal families, scored and weighted to produce a single account health number.
Detects shifts from warm to neutral or neutral to formal across successive touchpoints. A single cold meeting note is noise; a three-meeting drift is a signal.
Tracks which subjects dominate client communication. A shift from outcome-focused questions to process or billing questions is a reliable cooling indicator.
Measures meeting cadence and survey response rates. Quiet clients are at-risk clients. Avara surfaces accounts that have gone silent before your team notices the gap.
Scores the emotional intensity of survey open-text. "Satisfied" scores lower than "really pleased." The language clients choose is the leading indicator your NPS score hides.
Works alongside your stack
No CRM migration needed
Avara does not replace your CRM or project management tool. It reads the qualitative layer your existing tools cannot analyze.
Setup takes under 30 minutes for most teams. No engineering support required. The Signal and Radar tiers include a guided onboarding call.