RELATIONSHIP RISK
Done-for-you client feedback for growing B2B companies
You know you should be getting client feedback. You just don't have the time, team, or desire to run it yourself. We handle the process for you, turning results into Protect + Grow Hot Sheets that show which client relationships to protect, where growth may exist, and what to do next.
SOLUTIONS FOR GROWING COMPANIES
We run your relationship intelligence.
You grow the accounts.
Encompass-CX maps every individual buyer relationship inside your accounts and delivers AI coaching guides directly to your team. You provide the accounts. We provide the intelligence.
WHAT'S INCLUDED
Managed Intelligence
25 accounts · 150 contacts · 10 users
$3,999
/year
BEQ scoring + AI coaching
Dedicated CS Manager
Fully managed survey operations
✓ Included
✓ Included
✓ Included
1 survey distribution per contact, per year
HOW IT WORKS
Your revenue is hiding in plain sight.
We can show you where.
1
You submit your accounts
At onboarding, provide your top accounts and up to the contact cap of named buyers. We validate and load everything. One intake call. Live as soon as tomorrow.
2
We deploy the survey
Encompass-CX sends a structured BEQ survey to each contact, once per year, timed for maximum response quality. No survey management on your end.
3
We score every relationship
Every contact receives a Buyer Equity Quotient (BEQ) score, classifying each relationship as Trusted Advisor, Predisposed, Transactional, or Antagonistic.
4
Your team gets coaching
AI-generated tactics and guides land in your dashboard. Actionable next steps. Coaching scripts. Specific conversation starters.
WHAT'S INCLUDED
Everything your team needs.
Nothing they have to manage.
BEQ Portfolio Dashboard
Live view of every buyer's relationship score, in real time.
Individual AI Coaching Guides
Relationship context, risk signals, conversation starters, & more.
MANAGED INTELLIGENCE
$3,999 / year
✓ 25 managed accounts
✓ 150 managed contacts
✓ 150 survey distributions per year
✓ 10 platform users
✓ BEQ scoring & tier classification
✓ AI insights and coaching
✓ Account reports
✓ Dedicated CS manager
✓ Fully managed survey operations
✓ Invite & 3 reminders per distribution
✓ Personalized reminder tool
Need more capacity or custom configuration? Enterprise tier →
Account Summary Reports
BEQ per account, renewal risk flags, year-over-year movement.
Fully Managed Survey Operations
Distribution scheduling, email delivery, response tracking.
