Know which client needs you this week, and why.
Every account gets a live health score and a next best action.
Monitor your clients' health in real time with recommended next steps for each
Watch what happens when only one or two people can read account health.
By November, Harborview renewed and expanded into a new project site. But back in April, it started with a single warning.
The signs were always there, but locked in separate emails, meeting notes, and support tickets.
Harborview Dental Group. Sample client, illustrative data.
Jan · score 76
A quiet quarter
Tickets are steady, email is warm, and nothing needs attention yet.
Signals: Tickets steady, Email tone steady.
Mar · score 64
Small signs start to stack up
Ticket volume climbs and email replies get shorter. Each looks minor alone.
Signals: Tickets up, Email replies shorter.
Apr · score 38
Prioriwise flags the account
At risk
Tickets, email tone and a rival quote in meeting notes now point the same way.
Next best action: Call the executive sponsor this week.
Signals: Tickets up, Email tone down, Meeting notes: rival quote.
Your move
You reach the sponsor early, and the story carries on.
The score keeps falling, from 38 to 21. Renewal week arrives and the client has already signed elsewhere.
May · score 58
You called, and heard about a rival quote
The sponsor opened up about the quote while there was still time to respond.
Signals: Executive call held, Rival quote on the table.
Sep · score 79
A second office is opening
Growth signal
Onboarding requests are climbing, and meeting notes mention the new site.
Next best action: Bring a plan for the new site's network.
Signals: Onboarding requests up, Meeting notes: second office.
Nov · score 86
A project opens for the new site
The renewal is no longer in doubt, and the relationship is growing.
Signals: Project opened, Email tone warm.
Nov · score 21
The client signs elsewhere
No call, no plan. The renewal was decided without you.
Signals: Tickets up, Email tone down, No contact since April.
A major account at an MSP of your size can cost $50K–$100K a year when it churns unexpectedly.
Here's how we helped Sean.
Turbotek supports small and medium businesses its own way. We learned that approach first, then built around it.
“Their methodology is structured, but gets capabilities out quickly such that we can use them in production and iterate until a workable solution is in place.”
Read the full review
“Prioriwise is very customer-focused and agile in developing solutions. In my case, they took the time to learn about our approach to supporting small and medium business technology which is quite different than other providers. They then developed an AI-powered platform that captures customer business goals, recommends technology improvements that support those goals, learns from support history, and identifies opportunities to prevent future problems. Their methodology is structured, but gets capabilities out quickly such that we can use them in production and iterate until a workable solution is in place. I highly recommend them.”
Prioriwise sits on top of the tools you already run.
It reads what's already there, so nothing gets replaced and your team has nothing new to learn.
PSA
- ConnectWise PSA
- Autotask
- HaloPSA
RMM
- NinjaOne
- Datto RMM
- N-able
Documentation
- IT Glue
- Hudu
Sales and quoting
- HubSpot
- ConnectWise CPQ
- Kaseya Quote Manager
- QuoteWerks
vCIO and QBR
- myITprocess
- Lifecycle Manager
- CloudRadial
Email, meetings and chat
- Microsoft 365
- Google Workspace
- Microsoft Teams
- Slack
- Zoom
Who needs you this week
Northgate Legal
38At risk
Book a check-in with the account owner.
Alder & Finch CPAs
64Watch
Sample accounts, illustrative data.
Never lose a client you could have kept.
Do you have a seat at the table for every technology decision your client makes?