Excel Template | Client Engagement and Risk Tracker
There are often subtle early warning signals a client may give – verbal, written or sometimes unstated. Termination of a business deal or association follows a series of such subtle and ignored signals.
How do you track your client engagement and potential risk to the business?
Have any of your high priority clients started to be less responsive to your suggestions and proposals?
How many key people from a client organisation would you consider as a promoter or detractor?
These are few of many such indicators every business must track and monitor to gauge the level of engagement and risk. Given below is the link to download the Client Engagement and Risk Tracker you could use to easily track and monitor the relationship status for each of your clients.
Click the link to download the tracker: Client Risk Assessment
About the tracker
- The tracker has 6 sheets:
- Risk Tracker – this is the sheet where you need to enter the details for each client
- Dashboard – a snapshot of relationship priority wise and overall risk score
- Fields – a description of each of the fields in the “Risk Tracker”
- Scoring – Each parameter is rated on a scale of 3 (1 to 3) – 3 being the highest risk score. You may edit the scoring for each parameter
- Contact – contact information if you have any queries about the tracker
How to use?
- Click on the download link and complete the purchase on Gumroad ($9)
- Enter the details in the sheet “Risk Tracker” – columns B to D, column F and columns H to P
- You will get the Risk Score (column Q) and Risk Status (column R) for each client entry
- Fill details in columns S to X on what actions you plan to take to mitigate the risk for each client