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Measurement & ROI:
How Do I Measure Relationship Depth Within Accounts?

Quantify multithreading and trust using a unified Relationship Depth Score: roles covered, seniority mix, engagement quality, and reciprocity signals—mapped to buying committees and reconciled in CRM.

Build Account Relationships AI Signals For ABX

Create a Relationship Depth Score (RDS) at the account level. Weight four pillars—coverage (roles & seniority), quality (meeting tier & agenda), recency/frequency (touch rhythm), and reciprocity (requests, references, co-planning). Track RDS by segment and motion, then correlate with win rate, cycle time, and deal size uplift.

Principles For Measuring Relationship Depth

Measure the buying group — Count distinct roles (economic, technical, users, legal, champion) and seniority mix, not just contacts.
Grade interaction quality — Prioritize tiered meetings (discovery, validation, exec) over low-intent touches (opens/clicks).
Score reciprocity — Look for asks back: RFP invitations, reference checks, roadmap sessions, and mutual action plans.
Timestamp every stage — Use server-side events and CRM stage dates to compute velocity by relationship tier.
Normalize by segment — Enterprise needs more roles and exec coverage; Mid-Market optimizes for speed and champion strength.
Validate with outcomes — Regress RDS against win rate, cycle time, and expansion to prove business value.

The Relationship Depth Playbook

A practical sequence to calculate, operationalize, and improve relationship depth.

Step-by-Step

  • Define your buying map — List required roles by ICP (economic buyer, champion, technical, legal, security, users).
  • Instrument identity — Enforce contact role, level, department, and account ID; dedupe to a single account graph.
  • Tier interaction quality — T1: executive/validation, T2: discovery/workshop, T3: marketing engagement; assign weights.
  • Calculate RDS — RDS = (Coverage × 40%) + (Quality × 30%) + (Recency/Frequency × 20%) + (Reciprocity × 10%).
  • Publish thresholds — Map scores to Emerging (0–49), Established (50–74), Strategic (75–100).
  • Correlate with outcomes — Track win rate, SQL→Close time, and deal size by RDS band; share with Finance monthly.
  • Activate next best action — If RDS is low on exec coverage, trigger C-suite content + exec sponsor outreach; re-score weekly.

Relationship Depth Matrix: Good / Great / World-Class

Metric Good Great World-Class Notes & Cadence
Role Coverage (distinct buying roles engaged) 3–4 roles 5–6 roles 7+ roles Weekly; must include champion + economic buyer.
Seniority Mix (mgr/director/VP/C-suite engaged) Director+ VP+ plus manager cohort C-suite sponsor + VP pod Monthly; verify titles via enrichment.
Meeting Quality Index (T1/T2/T3 weighted) 1.3–1.6× 1.7–2.3× 2.4×+ Weekly; agenda + recap required.
Recency & Frequency (meaningful touches in last 30d) 3–4 touches 5–7 touches 8+ touches Weekly; exclude passive signals.
Reciprocity Signals (mutual plans, reference asks, RFPs) ≥1 signal ≥2 signals ≥3 signals Monthly; captured as CRM tasks.
Champion Strength (access + advocacy) Active advocate Advocate + intro to execs Mobilizer; builds coalition Weekly; qualitative rubric + notes.
RDS Band (0–100) 50–64 65–79 80–100 Weekly; share in ABX scorecard.

Client Snapshot: Depth Fuels Velocity

A cybersecurity vendor rolled out RDS across 400 target accounts. By focusing on executive coverage and reciprocity, they lifted RDS from 58 to 77 in two quarters—win rate improved by 9 pts, SQL→Close fell 21%, and average deal size rose 14%, confirmed at quarterly close with Finance.

Operationalize relationship depth within account-based programs and accelerate orchestration with the AI Revenue Enablement Guide.

FAQ: Relationship Depth Within Accounts

Fast answers for ABX, Sales, and RevOps leaders.

What’s the minimum viable score?
Aim for an RDS ≥ 65 before opportunity creation in Enterprise; ≥ 60 in Mid-Market. Below that, prioritize exec access and mutual plans.
Do marketing signals count the same as sales meetings?
No. Weighted models should favor Tier-1/2 meetings (discovery, validation, exec) over Tier-3 marketing engagements.
How do we avoid bias from big buying groups?
Normalize by required roles and seniority. Cap points per role and credit only net-new functions to prevent over-counting.
Can we use surveys like NPS?
Yes for customers and late-stage prospects. Use relationship CSAT/NPS as a supporting signal under the reciprocity pillar.
How often should we re-score?
Weekly for active pursuits and monthly for nurturing accounts. Refresh thresholds quarterly with Finance.

Turn Relationships Into Revenue

We’ll design your scoring model, instrument identity, and link depth to win rate, speed, and deal size.

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