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Catch a client going quiet before the reqs stop

Agencies lose accounts slowly and notice suddenly. The signals are all in the system already; nobody has time to read twenty client records every week.

Client relationship scoring will show, for every client, the last touch per hiring manager, open requisitions, fill rate, submittal-to-interview rate, revenue booked and a health state. The score is transparent: every component is visible and each one opens the records behind it, because an opaque number between one and a hundred gets ignored.

By Surhires Editorial · Published · Reviewed

In the product: in build for Wave 1, extending the existing companies and contacts module

Accounts do not end, they fade

Almost no client tells an agency it is leaving. What happens instead is that the requisitions get slower, the good ones go to somebody else first, one hiring manager stops replying, and eight months later the account is described in a meeting as having gone quiet. Every one of those signals was recorded at the time. None of them was aggregated into anything a person would look at.

Client relationship scoring is being built to do that aggregation. It reads the records your recruiters are already creating, per client and per contact, and turns them into a small number of facts an account owner can act on in the week they still matter.

This is not a sales-CRM lead score bolted onto a recruitment product. The inputs are recruitment inputs: requisitions, submittals, interviews, placements, rebates and the individual hiring managers who own each one.

Last touch is tracked per hiring manager, not per company

A company-level last-touch date is close to useless in staffing. An account can look busy because one hiring manager sends three requisitions a month while the four other managers you were introduced to last year have not been contacted since. When your champion moves on, the account leaves with them, and the record shows an active client right up until the day it does not.

The build tracks last touch, response rate and requisition volume per contact. That produces a coverage view: which named people at this client have you spoken to in the last ninety days, which have gone silent, and which have never been contacted at all despite being on the account plan.

Contact-level coverage is also the earliest available warning of a churn risk, because a manager going quiet precedes a company going quiet by a quarter or more.

  • Last touch date and channel for every named contact
  • Reply rate per contact, so a polite non-answer is distinguishable from a real conversation
  • Requisitions opened per contact rather than per company
  • Contacts on the account plan who have never been approached
  • A leaver signal when a contact's email starts bouncing

Delivery metrics that describe the relationship honestly

Client health is not only about how often you talk to them. It is about whether you are delivering. Four figures carry most of that: open requisitions, fill rate, submittal-to-interview rate, and revenue booked over the period.

Submittal-to-interview rate by client is the most diagnostic of the four and the least commonly measured. A client where your submittals convert to interview at ten percent is either briefing you badly or being served badly, and either way the fix is a conversation rather than more sourcing. A client at fifty percent is one you should be asking for more requisitions.

Fill rate over open requisitions tells you whether you are being used as a genuine supplier or as a backstop. An account with eleven open reqs and two fills is not an eleven-req account; it is a client posting the same roles to five agencies, and it should be resourced accordingly.

A health state, not a mystery number

The output is a health state with a small set of values rather than a continuous score, and every component that produced it is visible on the same screen. Healthy, watch, at risk and dormant are states a person can act on. Sixty-three out of a hundred is a state nobody can act on.

Each component shows its own reading and its own direction: contact coverage, requisition flow, delivery conversion, revenue trend and payment behaviour. If an account moves to watch, the screen shows which component moved it and when, and clicking through opens the underlying requisitions, submittals or messages.

We are building it this way because opaque scores get ignored. A recruiter who cannot see why a client scores badly will not act on the score; they will assume the model is wrong, and quite often they will be right.

  • Four named states rather than a continuous number
  • Every component visible with its own reading and direction
  • The component that triggered a state change is identified
  • Drill-through from any component to the records behind it
  • Weightings visible and adjustable per tenant

Alerts arrive as tasks with the next action attached

A health state that lives on a dashboard nobody opens changes nothing. When an account moves to watch or at risk, it raises a task on the account owner with the reason and the relevant records attached, and it can be pushed to a daily digest or a Slack or Teams channel.

The task carries a next action rather than an observation. The named hiring manager who has not been contacted in eleven weeks arrives as a call task with the contact record, their last three requisitions and the last conversation attached, which is the difference between an alert and a nag.

What this does not do

It does not predict churn. There is no model claiming a probability that a client leaves next quarter, because we do not have the data to support that claim and neither does anyone else selling one. What exists is a set of measured signals and a stated rule for how they combine.

It does not score a client's creditworthiness, and it is not a substitute for a credit check on a new account. It reflects payment behaviour you have recorded against invoices in Surhires, which is only as complete as your invoicing use.

It also does not manage a sales pipeline for new business. Business development against prospective clients is a different workflow, and the scoring described here applies to clients you already trade with.

Built on the companies and contacts module you already use

This is an extension rather than a new product area. Companies, contacts, requisitions, submittals and placements already exist as records; the Wave 1 work adds the per-contact touch tracking, the derived delivery rates, the health state and the alerting on top of them.

The practical consequence is that scoring becomes useful for an agency in proportion to how consistently the desk logs client-side activity. A team that records client calls and submittals properly gets a coverage view within weeks. A team that keeps client conversations in personal inboxes will see a client that looks quiet because the system cannot see the emails.

Email and calendar integration reduce that gap considerably, since a logged meeting or a synced thread counts as a touch without anyone typing a note.

What you get

Per-contact last touch

Date and channel of the last real conversation with every named hiring manager.

Contact coverage view

Who at this client you have spoken to in ninety days, and who you never have.

Open requisition count

Live reqs per client and per contact, with age since each was opened.

Fill rate by client

Requisitions filled against requisitions taken, so backstop accounts are visible.

Submittal-to-interview rate

The most diagnostic delivery figure, reported per client and per contact.

Revenue booked and trend

Period revenue against the previous period, sourced from placements and invoices.

Health state

Healthy, watch, at risk or dormant, with the triggering component named.

Visible weightings

How each component contributes is shown on screen and adjustable per tenant.

Full drill-through

Every component opens the requisitions, submittals or messages that produced it.

Quiet-account alerts

A state change raises a task on the account owner with the records attached.

Leaver detection

Bouncing contact email raises a task before the relationship is lost silently.

Rebate and guarantee exposure

Placements inside a guarantee window shown against the client that holds them.

Digest and channel delivery

Alerts to a daily digest, Slack or Teams, or straight into the task list.

Questions recruiters ask

Is client relationship scoring available now?

No. It is in build for Wave 1, extending the companies and contacts module that ships today. You can record companies, contacts, requisitions and placements now; the per-contact touch tracking, derived delivery rates, health state and alerting are the parts still being built.

Why a health state instead of a score out of a hundred?

Because a single opaque number gets ignored. A recruiter who cannot see why a client scores sixty-three will assume the model is wrong rather than act on it. Four named states with every component visible and drillable gives someone a reason to pick up the phone, which is the only outcome that matters.

Does it predict which clients will leave?

No, and we are not going to claim it does. It aggregates measured signals such as contact coverage, requisition flow, delivery conversion and revenue trend, and applies a stated rule. There is no churn probability, because the data to support one honestly does not exist in a typical agency tenant.

What happens if our team keeps client emails outside the system?

Then coverage will look worse than reality, because the system can only count touches it can see. Connecting email and calendar closes most of that gap automatically, since a synced thread or a logged meeting counts as a touch. Without it, scoring reflects your logging discipline as much as your relationships.

Can we change how the components are weighted?

Yes, per tenant. A contract desk that runs on volume and a retained search firm working four assignments a year should not be reading the same weighting. The weightings are visible on screen rather than hidden, so anyone looking at a state can see what produced it.

Does this include prospecting for new clients?

No. This applies to clients you already trade with. New business development against prospective clients is a separate workflow, and treating a prospect and a trading account with the same health model would produce misleading states for both.

See it against your own reqs

Bring one live role and three resumes. In twenty minutes you will see the match scores, the shortlist and the placement invoice that comes out the other end.