VERTEX BUSINESS GROUP

Customer Engagement Assessment

Do your customers stay when things get hard — or only while it's easy?

Most businesses run on a leaky bucket: win new customers, quietly lose old ones. This 7-minute diagnostic shows whether your customers are transactions or relationships — and how exposed you are to churn, friction, and silence.

Transaction or Relationship?

Find out whether your customers are loyal relationships or one-and-done buyers.

Six-Pillar Breakdown

Score how you earn repeat business, loyalty, and referrals.

Your Real Risk

See your churn, relationship, and advocacy risk before customers quietly walk.

The Six Pillars

What we measure

Relationship Depth

Do you really know your customers — or just their orders?

Repeat & Retention

Do customers come back, or is every sale a new hunt?

Loyalty Under Friction

When something breaks, do they stay or walk?

Advocacy & Referrals

Do customers recommend you on their own?

Proactive Relationship Management

Do you show up before there's a problem?

Customer Experience & Delivery

Is the experience consistently excellent?

Your responses are private and shared only with your Vertex advisor.