Behavior Focus
Client Assessment
Score Detail - Table Stakes
Score Detail - Gravitational Behaviors
Client Perception Progression
X Axis
Client Portfolio Analysis
Strong overestimate (>+25%)
Moderate overestimate (+8-25%)
Aligned (+/-8%)
Moderate underestimate (-8-25%)
Strong underestimate (>-25%)
I-x 14-24
-
Minor gap to close
I-x 25-49
-
Moderate improvement needed
I-x 50-74
-
Needs significant attention
Table Stakes
Table Stakes Questions Distribution
Sort by:
| Client |
Company |
Relationship Manager |
TS |
I-x |
Results Exp. |
Protective |
Appreciative |
Rapport |
Sales Revenue |
Client Revenue |
Rel. Tenure |