AccountGauge gives account managers and firm leaders a daily pulse on client health, so you can spot friction early, strengthen key relationships, and retain your best accounts.
No credit card required. Free for up to 5 accounts.
Trusted by forward-thinking firms
The real problem
Revenue attrition in professional services rarely starts with a dramatic event. It starts with small signals no one is tracking.
Clients stop responding to emails, skip meetings, or disengage from deliverables — and nobody notices until the contract review.
By the time churn shows up on a dashboard, the relationship has already eroded. Spreadsheets and gut feelings can’t catch drift in real time.
Relationships live in one person’s head. When that person leaves, transitions, or goes on vacation, institutional knowledge walks out the door.
How it works
Get from blind spots to actionable insights in minutes, not months.
Each morning, account managers answer 2–3 quick sentiment questions per account. Takes under 60 seconds. Think of it as a health check-in, not a survey.
Responses flow into a composite health score. Trends, risk flags, and engagement patterns surface automatically so leaders see the full picture at a glance.
When an account dips below threshold, AccountGauge triggers recommended playbooks. Assign an action, loop in a senior partner, or schedule a check-in call.
Features
A purpose-built toolkit for professional services teams who take client relationships seriously.
A lightweight daily check-in that captures relationship sentiment from the people closest to your clients. No surveys, no fatigue.
Visualize how each account’s health score changes over weeks and months. Spot slow declines before they turn into losses.
Automated risk detection surfaces accounts that need attention based on score trajectories, engagement patterns, and upcoming renewals.
Map every stakeholder relationship so knowledge never leaves when people do. Smooth handoffs, every time.
Trigger pre-built or custom playbooks when accounts hit risk thresholds. Standardize your best retention and expansion moves.
Every pulse, score change, and action is logged and timestamped. Perfect for compliance reviews and post-mortems.
See it in action
From the daily pulse to the actions queue, every screen is designed to reduce friction and surface what matters.
24
Healthy
8
Watch
3
At Risk
How responsive was the client this week?
How aligned are we on current deliverables?
Would you flag this account for leadership?
Schedule QBR with Apex Group
Send retention playbook to Silverlake
Introduce new engagement lead to Northpoint
What our customers say
“We used to find out about unhappy clients at renewal time. Now we catch friction within days. AccountGauge changed how we lead.”
Sarah Chen
Managing Partner, Meridian Partners
“The Daily Pulse takes my team 30 seconds per account, and the insights it generates are worth hours of ad-hoc conversations.”
James Okafor
VP, Client Services, Cascade Advisory
“When our best account manager left, we didn’t skip a beat. The handoff was seamless because everything lived in AccountGauge.”
Maria Torres
Director of Operations, Northpoint Group
Simple, transparent pricing
Start free, upgrade when you're ready. No hidden fees, no long-term contracts, no surprises.
Security & Compliance
Your client data is sensitive. We treat it that way.
Our infrastructure and processes are built to meet SOC 2 requirements from day one.
Each firm’s data is logically separated. No cross-tenant data leakage, ever.
AES-256 encryption for stored data and TLS 1.3 for every connection.
Every user action is logged with timestamps, user IDs, and IP addresses for compliance.
FAQ
Join firms that use AccountGauge to protect their most important asset: client relationships.
Free plan available. No credit card required.