Relationship Optimizer Features

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Features

Powerful Insights

In-depth analysis for action planning

A successful agency evaluation uses data to pinpoint what needs attention, then turns insight into action to improve the effectiveness and efficiency of the partnership. See how your creative agency scores on strategic alignment, or compare your media agency’s account management against your digital partner.

A clear, top-down analysis of how the agency relationship is really performing across all data points collected.

⚙️ Rating averages

⚙️ Net Promoter Scores

⚙️ Trends, distribution & benchmarks

⚙️ Participant breakouts

AI-generated analysis that delivers a balanced view across both quantitative scores and qualitative comments.

⚙️ Executive summary

⚙️ Cross-cutting themes

⚙️ Top 3 strengths & opportunities

⚙️ Action-plan ideas

Low Friction

Fast to deploy and easy to use

Relationship Optimizer is designed to do one thing and do it exceptionally well. We help you rapidly deploy agency evaluations and collect survey data, with no fuss.

Create your evaluation quickly and efficiently. No wasted time!

⚙️ Simple, guided setup

⚙️ Launch in under 3 minutes

⚙️ Pick from proven templates

⚙️ Copy-and-paste your email list

A modern survey experience maximizing engagement.

⚙️ Automated invitation emails

⚙️ One-click survey access

⚙️ Optimized for any device

⚙️ Clean, friendly, uncluttered UI

Flexible Set-Up

Configure to suit your organization

For more advanced requirements, you control the content you want to display and can accurately map your organization’s reporting structure: by agency, holding company, region, brand, or discipline. It’s the flexibility to have it exactly your way, no compromises!

Customize your content to match your agency evaluation framework and methodology.

⚙️ Create questions set templates

⚙️ 360-feedback (partner-on-client)

⚙️ Stream questions to participants

⚙️ Multi-lingual (18 languages)

Configure reporting to exactly match your company’s commercal structure.

⚙️ Agency, firm, supplier, HoCo

⚙️ Global, region, country, office.

⚙️ Business unit, brand, TC

⚙️ Category, sub-category, discipline

Relationship Intelligence

Explore, compare and prepare

Powerful analytics to explore and compare your portfolio of agency relationships. Results are available the moment surveys close, with no waiting around. Facilitate your agency QBRs and annual or mid-year de-brief meetings with high-quality PowerPoint presentations!

Understand and present your data with high-quality visualizations.

⚙️ Gap, benchmark, year-on-year

⚙️ Bar, table, spider, trend, donut

⚙️ Participant distribution

⚙️ 2 dimensional heatmaps

Explore your agency data your way with powerful reporting.

⚙️ Advanced configured filters

⚙️ Fast, intuitive data exploration

⚙️ Flexible reporting dimensions

⚙️Export to Excel & PowerPoint