CRI · Customer Relationship Index

Know why your biggest accounts stay, before you find out why they leave.

CRI tells you how healthy your most important client relationships really are, before you find out the hard way.

The problem

Your biggest clients carry the business. But nothing measures if the relationship is healthy.

~80%

of B2B revenue sits with the top ~20% of accounts.

Why existing tools don't answer this

1

NPS

One blended score, hides how much stakeholders actually disagree.

2

CRM

Tracks pipeline, not sentiment.

3

Customer voice

Scattered across emails and QBRs, easy to miss.

What is CRI

A relationship health platform built on real evidence.

CRI turns Pursuit's Voice of the Customer work into a continuous health check for your most important accounts — like a family doctor, not a yearly physical.

The four pillars it measures

Credibility

Do they believe in us?

Reliability

Do we consistently deliver?

Embeddedness

Are we part of how they operate?

Strategic Permission

Are we invited into their future?

How it works

Five stages. One relationship, properly understood.

  1. 1

    Voice of the Customer

    Independent interviews. 6–8 weeks.

  2. 2

    The Charter

    Findings become shared commitments.

  3. 3

    Joint Workshop

    Brought to life, together.

  4. 4

    CRI Deployed

    A live score, maintained continuously.

  5. 5

    Annual Re-audit

    A lighter VoC, to re-check and refresh.

Stages 1–3 happen once, to set the foundation. Stage 4 runs continuously. Stage 5 repeats every year.

Stage 1 · Voice of the Customer

Structured, independent interviews with the people who actually run the relationship, around 45 minutes each. Not a questionnaire, a real conversation built around this account. Run by In Pursuit of Better under Chatham House Rule, typically 6–8 weeks. GDPR-compliant throughout.

Stage 2 · The Charter

VoC evidence is distilled into a draft Charter: the specific commitments that would make the biggest difference to this relationship, written in the client's own words, not a generic template. Every commitment traces back to something a real stakeholder actually said.

Stage 3 · Joint Workshop

The draft Charter is brought to life in a joint workshop, with both organisations in the room. This is where it stops being a report and becomes something both sides helped build, and both sides are willing to be held to.

Stage 4 · CRI Deployed

Deployed for your team through a short remote onboarding workshop, then it runs continuously: Ask — adapts each wave to the account's own history. Score — against a consistent evidence-based rubric. Act — a refreshed score and a ranked list of the actions that will move it next.

Stage 5 · Annual Re-audit

A lighter version of the original Voice of the Customer, re-run once a year to confirm what's held, flag what's shifted, and keep the Charter honest. Same independence. Same Chatham House Rule. Same evidence-based rigour, just a shorter cycle.

  • Confirms what's held
  • Flags what's shifted
  • Resets the baseline for every wave that follows.

Who this is for

Built for the relationships that shape your revenue.

For

  • Strategic accounts with complex stakeholder maps
  • Renewal risk and pipeline protection
  • PE portfolios needing a relationship health layer
  • Complex enterprise partnerships where trust is the currency

Not for

  • Transactional survey programmes
  • Generic CSAT dashboards

Trusted by enterprises across the Americas, Europe & Asia

Questions

What teams usually ask.

Team

Built by the people who run it end to end.

KD

Kelvin Downer

Co-Founder & CEO

Brings in the senior client relationships and manages them across industries, setting the strategic direction, methodology and commercial approach behind every engagement. Founder of In Pursuit of Better.

kelvin.downer@pursuitcomms.com
MA

Mark Angelevich

Co-Founder & CTO

Built the CRI platform end-to-end and runs the live deployments, from the adaptive interview engine to rubric scoring, certificates and portfolio analytics.

mark.angle@pursuitcomms.com
JR

James Ros

Account Director

A vital presence across every Voice of the Customer programme: conducts the interviews, shapes the Charter, facilitates the joint workshop, onboards client teams onto CRI, and supports the annual re-audit.

james.ros@pursuitcomms.com

Book a 20-minute session, see the platform live.

Ask about our discounted pilot programme for new clients.