● Relationship Bank
Never Let a Valuable
AVNIR’s Relationship Plan monitors the health of your most important connections, alerting you when relationships need attention—before it’s too late.
The Challenge
You discover too late that engagement had been declining for months. What seemed like a satisfied customer was actually a relationship quietly cooling—until the renewal conversation revealed they were already talking to competitors.
Your champion left. The replacement never heard from you. Weeks turned into months of radio silence. By the time you reached out, they had built relationships elsewhere—and your window of opportunity had closed.
They used to send you leads regularly. Then the frequency dropped. Then it stopped entirely. You didn’t notice the pattern until you looked back and realized your pipeline had dried up along with those relationships.
These moments didn’t appear overnight—they developed over weeks of declining engagement. The problem isn’t that you don’t care about relationships. It’s that you can’t monitor hundreds of connections manually. AVNIR can.
Key Features
1-10 dynamic scoring based on engagement signals including communication frequency, response rates, meeting cadence, and interaction depth. See relationship strength at a glance and track trends over time.
Early warning when engagement drops. Get proactive alerts before relationships go cold, with recommended actions for re-engagement based on relationship type and history.
AI-suggested touch points based on relationship type, industry norms, and your team’s historical patterns. Optimal timing recommendations ensure you never miss a follow-up opportunity.
Executive-level view of your top accounts with health scores across your entire portfolio. Instantly identify at-risk relationships and prioritize your engagement efforts.
How It Works
01
AVNIR learns your relationship patterns by analyzing historical communication data, meeting frequency, and engagement signals. The platform establishes baseline health scores for each relationship type in your portfolio.
02
Health scores update in real-time as new interactions occur. The AI analyzes trends, identifies patterns, and flags relationships that deviate from expected engagement levels—positive or negative.
03
Get alerts and recommendations before relationships reach critical thresholds. Follow AI-suggested actions for re-engagement, from simple check-ins to strategic touch points tailored to each relationship.
Benefits
Catch cooling signals before renewal conversations. Identify at-risk accounts weeks or months before they consider leaving, giving you time to rebuild engagement and secure renewals.
Identify strong relationships for upsell opportunities. Health scores help you recognize which accounts are primed for expansion conversations—and which need nurturing first.
Keep your best referral sources engaged. Automated reminders ensure you maintain regular contact with partners who drive pipeline—before they drift toward competitors.
Monitor relationships during transitions. When team members leave or roles change, health scores ensure critical relationships don’t fall through the cracks.
The Philosophy
“Relationships require investment before returns. The organizations that understand this—and operationalize it—build sustainable competitive advantages that compound over time.”
Author, Relationship Economics®
The Problem: Most teams reach out when they need something. The renewal is due. The pipeline is dry. The quarter is ending. By then, the relationship has already cooled—and the conversation feels transactional.
The AVNIR Solution: We train your organization to reach out when it matters—not when you need something, but when the relationship signals it needs attention. Proactive engagement. Strategic timing. Sustainable growth.
Limited Availability
Join the early access program and be among the first to use proactive relationship health monitoring. Every seat includes white-glove onboarding and direct access to the AVNIR team.
Screening call scheduled within 24 hours. We respond to every submission personally.