Relationship Bank

Never Let a Valuable

Relationship Go Cold

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

The Most Expensive Moment Is When You Realize It's Too Late

The Client Who Didn't Renew

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.

The Account That Went Silent

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.

The Referral Source Who Stopped Sending

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

Four Capabilities That Keep Your Relationships Warm

Relationship Health Scores

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.

Cooling Relationship Alerts

Early warning when engagement drops. Get proactive alerts before relationships go cold, with recommended actions for re-engagement based on relationship type and history.

Smart Reminders

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.

Strategic Account Dashboards

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

Build Your Relationship Bank in Three Simple Steps

01

Set Your Baseline

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

Monitor Continuously

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

Act Proactively

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

What Teams Achieve with Relationship Health Monitoring

Prevent Client Churn

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.

Increase Expansion Revenue

Identify strong relationships for upsell opportunities. Health scores help you recognize which accounts are primed for expansion conversations—and which need nurturing first.

Strengthen Referral Networks

Keep your best referral sources engaged. Automated reminders ensure you maintain regular contact with partners who drive pipeline—before they drift toward competitors.

Protect Institutional Knowledge

Monitor relationships during transitions. When team members leave or roles change, health scores ensure critical relationships don’t fall through the cracks.

The Philosophy

Built on Relationship Economics

“Relationships require investment before returns. The organizations that understand this—and operationalize it—build sustainable competitive advantages that compound over time.”

DN

David Nour

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

Start Monitoring Your Relationship Health

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.