Your Relationship Optimizer – Alliansis
Relationship Optimizer FAQ
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Frequently Asked Questions
What is Relationship Optimizer?
⚙️ Relationship Optimizer is a module in the Alliansis cloud platform used to evaluate and improve your agency relationships: e.g. creative, media, digital, PR, and MarTech partnerships. It achieves this using survey-based agency evaluations or feedback on campaign and project engagements. Also used for professional services and technology vendor relationships.
⚙️ You can access best-practice questions focused on relationship performance, use AI to analyze responses, and generate reports to help you assess relationship performance.
⚙️ And as an added bonus you can download a PowerPoint/Google Slides deck to help meet with your partner to create an actionable improvement plan.
Who should use Relationship Optimizer?
⚙️If you're at a client organization and manage agency relationships, use Relationship Optimizer to assess how your agencies are performing and apply those insights to improve the partnership.
⚙️ If you're agency-side in a client-facing role, use it to gather structured feedback from your clients about how they experience the relationship.
⚙️ If you're an agency relationship consultant, fractional CMO, or marketing procurement advisor helping clients manage their agency rosters.
All sides use Relationship Optimizer to improve performance, reduce churn, and strengthen long-term relationships.
How long does it take to deploy an agency evaluation?
⚙️ It takes less than 3 minutes to set up. Just define the engagement, set start and end dates, select the questions you want rated, and enter participant emails.
⚙️ We handle the rest, and you'll be notified when your results and reports are ready.
Why should I use this rather than a generic survey tool?
⚙️ Our tool is purpose-built for agency relationship evaluations, simplifying every step of the process.
⚙️ It's faster, simpler, and provides instant access to meaningful reports as soon as the survey closes.
Is there a trial, and what are the more advanced options?
Frequently asked question around the free trial and paid options.
Can I trial the application?
⚙️ Yes! You can try an evaluation completely free. We want you to feel confident that Alliansis is the right fit for you.
⚙️ Just click the "Get Started!" link at the top of this page. Give it a try!!!
⚙️ And after a successful pilot, you can continue to create and manage evaluations either using one of the subscription plans or as an "individual" simply by paying per evaluation report pack.How do I access as a business?
⚙️ You can subscribe to business plans for advanced usage, sharing data, creating your own questions sets, and enterprise reporting. These plans are paid for either monthly or annually.
⚙️ For evaluation report packs, you only pay when you want to access your reports and presentation deck after the survey is completed. If you're not satisfied with the response rate, you can skip paying for that evaluation.
What payments types do you accept?
⚙️ We accept all major credit cards, including Visa, MasterCard, and American Express. You can also select ACH payments if needed.
⚙️ For your security, subscription and evaluation payments are handled by 'Chargebee' and 'Stripe' (both secure and confidential online subscription & payment platforms).
How do I register to create evaluations?
⚙️ Click the 'Get Started!' link at the top of this page.
⚙️ Enter your email, password, and you'll receive a verification code.
⚙️ Once verified, set your password, and you're ready to create your first evaluation!
How are your best-practice questions structured?
⚙️ All of our question sets include eight key relationship performance metrics. These cover both what the partner delivers ("Effective"), and how they work with you ("Efficient").
⚙️ Click below to see an example for marketing agencies, professional services firms or technology & data suppliers.
What areas do your best-practice question sets cover?
⚙️ Our advanced question sets cover various aspects of the relationship with marketing agencies, professional services firms or technology & data suppliers.
⚙️ Click below to see the types of areas we cover in our best-practice templates.
How do I run an evaluation?
Frequently asked question around the evaluation process.
How do I create my first strategic relationship evaluation?
⚙️ It's easy! Just follow these four steps:
1. Enter key details about the relationship (client, partner, project name, etc.).
2. Set your survey start and end dates, and choose the time zone.
3. Configure the evaluation and select the questions you want to ask
4. Add the email addresses of your participants.
Takes less than 3 minutes.
What do the survey participants do?
⚙️ Participants receive an email invitation and reminders to complete the survey.
1. They answer a simple Net Promoter question.
2. They rate the strategic partner across key areas on a 5-point scale and can add comments.
3. They respond to open-ended questions: what went well and what needs improvement.
That's it, quick, professional and easy.
How do I launch the actual survey?
⚙️ The application handles it all for you. On the open date, at 9 am in your chosen time zone, participants receive email invitations.
⚙️ You can log in anytime during the survey (up to two weeks) to check progress and see who hasn't responded. Participants also get reminder emails.
⚙️ On the close date, at 5 pm, the survey ends, and you'll receive a notification that your results are ready.
How are the results presented?
⚙️ We present the results as a comprehensive AI-generated summary, along with intuitive, graphical reports, so you can focus on analyzing, not crunching data.
⚙️ You'll see an overall health score, breakdowns by area, and participant ratings. Comments on what went well and what needs improvement are also compiled for easy review.
⚙️ You can also download the results to CSV/Excel files, and for the Premium Evaluation as a comprehensive PowerPoint/Google Slides deck.