FREQUENTLY ASKED QUESTIONS

Relational IP is the accumulated intelligence that makes a client relationship work—communication preferences, decision-making patterns, organizational dynamics, and the contextual knowledge that tells you how a client thinks, what they value, and what makes them stay.

It lives in your people's heads, inboxes, and habits. Which means it walks out the door when they do. Learn more about Relational IP.

No. Centric is built to guide, not to track. Its job is to nudge your people toward the moves that build a stronger relationship with each client, not to check whether they're clocking in or working hard enough.

Plenty of tools watch employees: keystrokes, hours, task lists, activity logs. Centric isn't one of them, and it isn't meant to be used as one. What it surfaces is guidance for the person doing the relationship work: which lever to pull, which conversation to have, how their style and this client's style fit together.

Because a great client relationship is two distinct personalities meeting authentically. Centric helps each person do that better, in their own voice, one client at a time, and the whole organization gets stronger for it.

You tell us, and we bring a model to it. During onboarding, your leadership defines your RIPX: the signals and behaviors that matter to your firm and your clients. Centric doesn't impose a universal standard. We measure against the expectations you set.

But this isn't a passthrough. Underneath your inputs is a model of how relationships actually work: how people respond to what happens, how they read each other, how distinct personalities fit together. It's grounded in behavioral science, and it's the reason Centric can tell you something you didn't already know, rather than just reflecting your own answers back at you.

Your culture and client expectations define what "good" looks like. The science underneath defines how we read the signals that get you there. Learn more about RIPX and RIPI.

We start with basic contact information. From there, we're able to make solid inferences based on publicly available information. Your client comes into sharper focus when you share details of your relationship with them.

The insights that live in relationship managers' minds now have a place to live in Centric—and that's what really fills out the contours of a client profile.

A CRM tracks contact. Centric tracks the relationship. Those are different things, and the gap between them is where clients are lost.

Your CRM logs every call, email, and meeting, and it should. But a full record of contact won't tell you a relationship is slipping, how a client is reading you today, or what to do before the next conversation.

That signal lives in what your people know and never write down. Centric makes meaning of those signals and advises your team how to deepen the relationship. We don't replace your CRM. We're the layer it was never built to be.

ChatGPT is great at the tasks we point it at. It'll draft a recap, sharpen a hard email, summarize a thread, and on an individual level it can even help one person think through a single client. That's real, and we use AI models inside Centric for exactly that kind of synthesis. But that's a tool doing a task. It isn't a system that knows your relationships.

The usual next thought is: what if the whole team shares one ChatGPT account? It still doesn't get you there. A shared login is just several people each starting from a blank page in their own window. Nothing underneath it remembers your clients, tracks the health of a relationship, or carries what one person learned over to the next. ChatGPT answers the question in front of it and forgets it. It has no memory of your book and no way to pool what your people know.

That pooling is the whole point. Centric turns what your people know about your clients into something the whole team gets better from, grounded in proprietary tooling and behavioral science a chat window doesn't have. ChatGPT helps one person finish a task. Centric makes the entire organization better at the relationship.

Onboarding typically takes 2-3 weeks. Week one is defining your RIPX with leadership. Week two is integration and baseline measurement. By week three, you're seeing your first RIPI scores and relationship health data.

After that, Centric runs in the background. No ongoing maintenance required.

We help you frame it correctly from the start. This isn't about micromanaging anyone—it's about protecting relationships when key people leave, retire, or get promoted.

Centric was built by relationship managers, for relationship managers. It's meant to actually be useful to them. Many systems make employees feel like they're working for the tool to make it work. We built Centric to feel like it's working for them.

That's exactly why you need Centric now. The longer you wait, the more Relational IP walks out the door with no way to recover it. Even partial implementation gives you visibility you didn't have before—and protects the relationships that person managed.

If Centric was already in place, yes—you'd have visibility into relationship strength, continuity plans, and the specific context needed to maintain trust through the transition. Without it, you're hoping the knowledge transfer happened and the client doesn't follow them out the door.

This is the exact moment most firms realize they needed Centric six months ago. The best time to protect your Relational IP is before you lose it.

Centric is built for professional services firms where client relationships are the revenue engine—agencies, wealth management, law firms, executive search, management consulting, and commercial real estate.

If your business depends on trust, context, and long-term client relationships, and those relationships live in people's heads rather than in systems, Centric is for you.

Because relationships decay, not deliverables. Engagement pulls back. Response times lengthen. The tone shifts. By the time it's visible, the decision has often already been made.

Great work keeps clients satisfied. Strong relationships keep them loyal. Centric helps you see when a relationship is drifting before satisfaction turns into departure.

Centric surfaces relationship decay before it shows up in your retention metrics. If you're seeing client churn or revenue erosion after team changes, those are lagging indicators. Centric gives you leading indicators—the signals that predict churn 60-90 days out.

Most firms find out a relationship is at risk when the client tells them, or when they don't. Centric tells you first.

We don't do per-seat pricing. That's basically a tax on headcount. We value relationships, and that's how we're priced—based on your client portfolio and the revenue those relationships represent.

The ROI calculation is straightforward: if Centric prevents even one client departure per year, it pays for itself several times over. Reach out for a custom quote based on your firm.