Account health scorecard for professional services firms
10 signal categories for consulting, advisory, and professional services relationships: project delivery, scope alignment, exec sponsorship, CSAT, and retainer health. Free Excel download.
10 signal categories, pre-configured for professional services relationships
Each scored 1–10. Weights configurable. Weighted health score calculates automatically.
What this spreadsheet can’t do
The template gives you a structured starting point. EvaluationsHub is what happens when the manual process stops scaling.
Project status is in the PM tool, not the account view
Milestone completion, scope changes, and delivery risk live in a project management tool. The account scorecard gets updated before the QBR, if at all. EvaluationsHub connects them.
Retainer underutilisation is invisible until renewal
An underutilised retainer is a renewal risk that builds silently. EvaluationsHub flags it as a health signal in real time.
Executive sponsorship is subjective and untracked
The strength of the executive relationship is the biggest predictor of renewal in professional services. EvaluationsHub makes it explicit and trackable.
Consultant transitions lose the relationship context
When a lead consultant rotates, the client relationship history goes with them. EvaluationsHub preserves every signal, QBR note, and recovery plan.
QBR prep is rebuilding the same document every quarter
Professional services QBRs are labour-intensive. EvaluationsHub pre-populates the review from live project and satisfaction data.
Scope creep is tracked in email, not the account view
EvaluationsHub tracks scope alignment continuously as a scored health dimension.
21-day pilot. Unlimited accounts. No credit card.
Configure your scoring model, run one live QBR, and trigger one recovery workflow.
About this template
This free Excel template is built for client service and account management teams at professional services firms: management consultancies, strategy firms, advisory practices, and specialist consultancies managing active client relationships.
Project delivery is the primary operational signal, but executive sponsorship and scope alignment carry significant weight because they determine whether a retainer survives the next review cycle.
When your portfolio grows beyond 10–15 accounts, EvaluationsHub replaces this spreadsheet with a platform that keeps scores current, runs structured QBRs, and triggers recovery workflows in one click.