The Customer Relationship Transition Planner — Sophiall

The Customer Relationship Transition Planner

Which of your client relationships belong to your business — and which belong to you personally? Score your top clients to find out which ones would walk if you stepped away. Everything stays in your browser; nothing is saved or sent unless you download it.

How it works

  • Add your top clients — the ones that matter most to your revenue and reputation.
  • Score each on seven questions, 1–5. A high score means the relationship belongs to the business; a low score means it depends on you personally.
  • The tool rates each client's transferability. Your lowest-scoring clients are the ones to plan transitions for first.
  • When you're done, print or save a planning worksheet to map out who takes over each relationship.
Scoring: 1 = Strongly Disagree · 2 = Disagree · 3 = Neutral · 4 = Agree · 5 = Strongly Agree

Step 1 — Add your clients

Add up to 12. Each becomes a row in the scoring table below.

Add at least one client to open the scoring table.
Want to update this later? Download your data, then load it back in next time.
Downloaded — and your privacy is protected.
Your answers stay in your browser. They're never sent to us, to any of our 3rd party systems, or to any server — the tool does all its calculations on your own device. The only saved copy is the file you just downloaded, which stays with you.

Your client transferability

Listed weakest first, so your priorities are at the top. Click the Score or Rating heading to reverse the order.

What the ratings mean

Transferable (28–35): Belongs to the business. The client would stay if you stepped away. Maintain what's working.
Partially Transferable (21–27): The team has some relationship but the client still leans on you. Keep increasing team involvement.
Owner-Dependent (14–20): Heavily dependent on you. Start the transition now — introduce team members, share client intelligence.
High Risk (7–13): This client is yours alone. If you left, they'd leave. Priority transition — your most vulnerable relationship.
The Customer Relationship Transition Planner by Sophiall. © Sophiall.
Your answers stay in your browser. They're never sent to us, to any of our 3rd party systems, or to any server — the tool does all its calculations on your own device. The only saved copy is the file you choose to download, which stays with you.

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