Recovery playbooks
Score drops.
One click. Account saved.
When an account health score drops, EvaluationsHub triggers a structured recovery workflow in one click. Ownership assigned. Milestones set. Reminders running. No more improvised email chains when a relationship goes wrong.
Unlimited accounts · No credit card · ISO 27001 Certified
The recovery flow
From score drop to action in one click.
When a score falls, your team shouldn’t be deciding what to do next. The flow is already defined. One click starts it.
1
Score drops
The account health score falls. EvaluationsHub surfaces the at-risk account immediately in your dashboard. The signal is visible before anyone has picked up the phone or sent an email.
2
CAPA triggered — one click
Your account manager triggers a corrective action plan (CAPA) directly from the account screen. One click. The recovery workflow starts immediately. No forms, no meetings to decide what to do first.
Available today3
Ownership assigned
The CAPA is assigned to a named owner. That person is responsible for the recovery. Everyone on the account team can see who owns it, what they’re doing, and when it’s due.
4
Milestones tracked
The recovery plan breaks into milestones. Each milestone has a deadline. Progress is visible in the platform — to your team and optionally to your client via the customer portal.
5
Reminders running until closed
Automated reminders keep the recovery on track. The CAPA closes when the account score recovers and milestones are marked complete. The full recovery record stays in the account history.
Before and after
Structured recovery beats improvised response every time.
Without a defined process, a score drop becomes an internal scramble. With EvaluationsHub, the process is already waiting.
Without a recovery workflow
Score drops, nobody owns the response
Internal email chains, no clear outcome
Client sees nothing until the next QBR
No audit trail if the renewal conversation goes badly
With EvaluationsHub recovery playbooks
Score drop surfaces immediately in the dashboard
CAPA triggered in one click, owner assigned immediately
Client can see recovery progress in their portal
Full audit trail stored against the account record
What the CAPA record tracks
Every recovery is documented. Every outcome stored.
A CAPA isn’t just a task. It’s a structured record that captures what went wrong, what was done about it, and whether it worked.
Named owner
One person is accountable for the recovery. Visible to the whole account team and, if shared, to the client.
Milestones with deadlines
Recovery broken into trackable milestones. Each with a due date. Progress visible at a glance, not buried in emails.
Automated reminders
The platform keeps the owner accountable with automated reminders. No chasing from management. No dropped balls.
Resolution date tracked
The CAPA records when it was opened and when it closed. Time-to-resolution is part of the account history and available in reporting.
Full audit trail
Every action taken on the CAPA is logged with a timestamp. Auditable and exportable. Ready for any client or leadership review.
Client-visible option
Share CAPA progress with the client through the customer portal. Mutual visibility on recovery builds trust faster than silence.
Score drops happen. Recoveries should be faster.
21-day pilot, unlimited accounts. See the full recovery flow on your real accounts during onboarding.
Unlimited accounts. No credit card. Cancel anytime. ISO 27001 certified. GDPR compliant. EU hosted in Paris.