The relationship score

A 0 to 100 health number for every client, worked out from six plain parts with no AI, and what moves it.

Updated 8 Oct 2026

Every client gets a relationship score from 0 to 100. It answers "how healthy is this relationship right now?" so you can see which clients need a word before they drift. The score is a fixed formula, not an AI opinion, so the same history always gives the same number.

Where you see it

On the client's page, in the card beside the story, as the Relationship bar under Next step, Last contact and Open deal.
On Clients, where the list is ranked by relationship health.
In Graph Memory, with Colour set to Health.
In Analytics, as a trend over time.

The card beside a client's story: next step, last contact, open deal, and the Relationship score bar

The six parts

Part	Up to	What earns it
Recency	35	Talking as often as the client's tier expects. Tier 1 and 2 clients expect a touch about every 10 days, others about every 21.
Frequency	20	How many touches in the last 30 and 90 days.
Reciprocity	15	Whether they write back, not just you writing to them.
Commitments	15	Follow-ups done on time and promises kept on time. Overdue follow-ups and overdue promises pull it down.
Sentiment	10	Interest and good news versus objections and worrying signals in their memory.
Reachability	5	Having an email or WhatsApp number for them that they have not opted out of.

Bands

60 and above: strong.
40 to 59: steady.
Below 40: cooling.

When a client drops into a lower band, the bell rings with a Relationship cooling alert so someone can step in.

When it changes

The score is worked out again every night, and straight away after you send a message or log a touch. A backdated touch counts on the day it happened, and it never makes a client look more neglected than they are: their Last contact only moves forward.

Raising a score

There is no trick, only the relationship:

Touch base at the tier's rhythm. A two-line WhatsApp counts.
Get a reply. A conversation counts for more than a broadcast.
Keep your promises on time, and close or snooze old follow-ups instead of letting them sit overdue.
Make sure you have their number or email on the record.

The promise ledger — How KretaOS finds the promises made on both sides, keeps their dates honest, and keeps a kept promise as proof you delivered.
Clients, leads and partners — The four kinds of record on the Clients page, the statuses each one moves through, and how a lead becomes a client.
Notifications and push — What the bell tells you, how to mute the alerts you don't need, and how to get them on your phone or computer.
The relationship summary — The story of a relationship in five seconds — where the summary comes from, how fresh it is, and how to refresh it.

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