Client Partnership Health Check

Ask how the partnership is working. Leave with changes the client can see.

The client assesses value, delivery, and the working relationship in their own words before both sides choose measurable improvements and a follow-up point.

Just talk. BigWow keeps up. No special commands or constant note-taking. Have the conversation you were already going to have.
Northstar partnership health check Where are we meeting expectations—and where must we improve?
CK
Casey Client operations
You deliver what we ask for, but twice outage updates reached us after our users noticed.
Client-stated concern Needs joint understanding
Proactive incident communication
Improvement priority Two examples with customer impact
CK
Casey Client sponsor
“Make incident communication the first priority. Show us the new protocol this month and check confidence again in 45 days.”
Client-validated priority Confirmed by Casey ✓
Partnership improvement plan
Client-validated priority
Provider commitment Publish and rehearse incident communication protocol Taylor · This month
Confidence check Review protocol performance and client confidence Casey + Taylor · In 45 days
Client-stated concernConfirmed by Casey
How the template helps

A client-led check-in designed for candor and early repair.

The provider listens before explaining, then both sides turn the most important gaps into observable commitments.

Reconfirm Expectations
Hear Client assessment
Understand Gaps
Choose Priorities
Commit Improvements
What the team leaves with

A partnership improvement plan the client helped define.

Strengths, concerns, perspective gaps, priorities, owners, success measures, and the next confidence check stay together.

Run a partnership health check
Northstar partnership Health-check record
Improvement plan confirmed
Confirmed outcome Prioritize proactive incident communication

One client priority · one provider commitment · 45-day confidence check

Provider commitment Confirmed
Publish and rehearse incident communication protocol

Taylor · This month

Linked to Casey’s two examples
Confidence check Confirmed
Review protocol performance and client confidence

Casey + Taylor · In 45 days

Success measure attached
Client expectations, strengths, concerns, perspective gaps, priorities, measurable actions, and follow-up attached