Quantified Engagement
Relationship Scoring:
Know which clients
need attention now.
CanyonOps calculates a composite engagement score for every household — combining task completion, notes activity, COI network breadth, service coverage, and lifetime milestone progress. Red flags surface automatically. Underserved clients become visible before they become at-risk.
The Big Picture
Engagement health,
measured objectively.
Every advisor has a gut feeling about which client relationships are strong and which are slipping. But gut feelings don't scale. When you manage 42 households across 7 service tiers, it is impossible to track engagement depth for every client in your head.
CanyonOps Relationship Scoring quantifies engagement health using data your team already generates. Every completed task, every logged note, every COI connection, every service milestone — they all feed into a composite score that reveals which relationships are thriving and which need proactive attention. No surveys, no subjective ratings, no extra data entry.
Key Capabilities
Everything that makes
Relationship Scoring powerful.
Composite Annual Score
Each household receives a single composite score from 0 to 100 that reflects overall engagement health for the current plan year. The score synthesizes 5 distinct components — so a household might have excellent task completion but weak COI network breadth, and the composite score reveals that nuance at a glance.
Component 1: Task Completion Rate
What percentage of assigned tasks for this household have been completed for the current plan year? A household with 30 of 32 tasks complete scores 94%. One with 12 of 32 scores 38%. This component directly reflects how well your team is delivering against the service calendar promise.
Component 2: Notes Engagement
How actively is your team documenting interactions with this household? Notes engagement measures the volume and recency of notes, meeting records, and internal communications. A household with no notes logged in 6 months flags a potential disengagement — even if tasks are technically being completed.
Component 3: COI Network Breadth
How many professional contacts are linked to this household? A Family Office client with a CPA, attorney, insurance agent, and P&C broker has deep professional coordination. A client with zero COI contacts represents an untapped opportunity for both service delivery and referral generation.
Component 4: Service Coverage
How many planning categories and service modules are activated for this household relative to what their tier allows? If a Business Owner client is assigned 32 task types across 9 categories but only 5 categories have active tasks, the service coverage score highlights the gap — and the opportunity to deepen the relationship.
Component 5: Lifetime Progress
How far along is this household in their lifetime milestone journey? A client who has been with the firm for 7 years and completed 8 of 13 relevant milestones shows deep relationship investment. A 5-year client with only an initial financial plan completed signals an under-utilized advisory relationship.
Year-Over-Year Comparison
Compare each household's score against the prior plan year. Is the Henderson household trending up (+4 from 2025)? Is the Martinez household declining (-12 from last year)? Year-over-year deltas surface relationship trajectory — not just a snapshot, but a trend line that drives proactive decisions.
Practice-Wide Heatmap
See every household's score in a color-coded matrix — green (80+), blue (60-79), yellow (40-59), red (below 40). The heatmap reveals practice-wide patterns at a glance: which tiers have the strongest engagement? Which categories are consistently weak? Where should you invest time this quarter?
Day in the Life
How Relationship Scoring
drives proactive advising.
Scenario: An Advisor Identifies an Underserved Household Through Scoring
Quarterly Review: Open the Heatmap
During the quarterly planning meeting, the lead advisor opens the Relationship Scoring heatmap. Most of the 42 households show green and blue scores. But one row jumps out: the Martinez household — a Business Owner client — is showing red at 38. The advisor clicks into the detail view to understand why.
Diagnose: Break Down the Components
The 5-component breakdown tells the story. Task Completion: 45% — several Q1 and Q2 tasks are still "Not Started." Notes Engagement: 30% — no notes logged since October. COI Network: 40% — only one COI contact linked (their CPA). Service Coverage: 50% — Insurance and Estate categories have zero active tasks. Lifetime Progress: 25% — only the initial financial plan has been completed in 4 years.
Year-Over-Year: Confirm the Trend
The advisor checks the year-over-year comparison. Martinez scored 50 in 2025 and has dropped to 38 in 2026. This is not a stable low score — it is actively declining. The relationship is trending the wrong direction, and without intervention, the Martinez household could become a retention risk.
Take Action: Proactive Outreach
The advisor schedules a comprehensive review meeting with the Martinez family. She prepares talking points based on the score components: reconnect on incomplete tasks, introduce an insurance specialist (COI gap), discuss estate planning needs (service coverage gap), and propose business succession planning (lifetime milestone gap). The scoring system turned a potential blind spot into a structured action plan.
Next Quarter: Measure the Impact
Three months later, the advisor checks the Martinez score again. Task completion has jumped to 72%. Notes engagement is at 65% with regular meeting records. The insurance specialist was introduced (COI network now at 60%). The score has climbed from 38 to 62 — from red to blue. The relationship is recovering, and the advisor has the data to prove the intervention worked.
Connected System
Relationship Scoring synthesizes
everything.
Every feature in CanyonOps feeds into the relationship score. Task completion from the service calendar, notes from household management, COI contacts from professional coordination, lifetime milestones — it all rolls up into a single, actionable number.
Early Access
Know your client relationships
by the numbers.
Be the first to experience Relationship Scoring. Early access members get founder pricing, direct product input, and priority onboarding.