We offer three tiers of engagement — from a complimentary diagnostic to fully embedded Client Partner services. Every offering is built on the same operating principle: business drivers first, technology second.
Most organizations don't know the true health of their client relationships until a renewal is already at risk. The Account Health Audit changes that — giving you a structured, objective picture of where each key account stands across the five dimensions that predict retention, expansion, and long-term value.
This is the entry point for every Mochan Client Partners engagement. It's also available as a standalone offering — no obligation, no pitch. Just clarity.
Who owns the relationship, at what level, and how vulnerable is it to personnel change on either side?
Does the client see your services as essential to their business outcomes — or as a line item they could cut?
Are there unaddressed business drivers — adjacent problems, unmet needs — that represent growth opportunity?
What signals — communication patterns, sentiment shifts, stakeholder changes — suggest the account may be at risk?
How structured, consistent, and strategically-oriented are the touchpoints between your team and the client?
The Account Health Audit is offered at no cost because we believe clarity should come before commitment. If you choose to engage further, the audit informs the scope. If you don't, you still walk away with something valuable.
We serve as the embedded Client Partner for one or more of your key accounts on a part-time, retainer basis. We own the relationship at the right level, monitor account health continuously, and represent your client's business interests inside your organization — so the right expertise, the right conversations, and the right value get delivered at the right time.
This is not account coordination. This is strategic relationship ownership — with the vertical fluency and executive presence to operate at the level your most important clients deserve.
Renewals, expansions, and long-term partnerships are decided in executive conversations — not status calls. This engagement focuses exclusively on building, deepening, and protecting the C-suite and executive sponsor relationships on your most strategic accounts.
We map the stakeholder landscape, design a structured executive engagement plan, and cultivate the relationships that transform your company from vendor to indispensable partner. If executive sentiment is shifting, we catch it first.
Some situations can't wait for a long-term engagement. A key client has gone quiet. A renewal is 90 days out and the relationship feels shaky. An escalation has changed the dynamic entirely. Account Recovery is a fixed-term, high-urgency engagement — designed to stabilize, rebuild, and reset the partnership before it's lost.
Built on the Mochan 90-Day Account Recovery Blueprint, this engagement moves through three deliberate phases: assess the real damage, stabilize the relationship, and rebuild on a stronger foundation.
Some organizations don't need a fractional Client Partner — they need to build the function internally and do it right. The Build tier helps you design, install, and activate a Client Partner capability that your team can own, scale, and sustain. All advisory work is platform-agnostic and built around your clients' specific business drivers.
Design your account management operating model from the ground up — including health scoring, QBR structure, engagement cadences, escalation protocols, and the metrics that matter. We build the architecture; your team runs it.
Using the Mochan AM Team Maturity Model, we assess where your team currently operates across five capability dimensions — then coach them toward Client Partner-level behavior and outcomes. Delivered as a structured program with defined milestones.
License or co-develop industry-specific Account Management playbooks, health scorecards, QBR templates, and onboarding frameworks tailored to your vertical and client profile. Built on 25+ years of TTH, BFSI, Retail, and High Tech experience.
All Build-tier engagements are scoped individually. Inquire to discuss your team's specific needs.
Every Mochan Client Partners engagement — regardless of service tier — moves through the same four-stage model. You always know where you are, what's happening, and what comes next.
Account Health Audit or Revenue Leak Assessment. We establish a factual, scored baseline before any engagement scope is defined. No assumptions. No guessing.
We define the right service tier based on what the audit reveals. Success metrics are agreed upfront. Access, cadence, and key stakeholders are confirmed before work begins.
Client Partner work begins. We operate as your client-facing partner, orchestrating the right internal expertise and keeping all activity anchored to business outcomes and agreed metrics.
Outcomes are documented. Playbooks, health scorecards, and processes are handed off if you're building internal capability. Option to continue, expand the scope, or exit cleanly — always your choice.
Every engagement begins with an Account Health Audit — complimentary, no obligation, and structured to give you real clarity on where your client relationships stand today. Request yours and we'll be in touch within one business day.