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 doesn't track individual people—it measures relationship health across your client portfolio. We're looking at patterns that signal whether relationships are strengthening or decaying, not scoring your team members.

Think of it like a checkup, not a performance review. The goal is visibility, not surveillance.

You tell us. 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 performance against the expectations you set.

Our methodology is grounded in behavioral science, but your culture and client expectations define what "good" looks like. 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.

Your CRM records what happened. Centric explains why—and predicts what happens next. CRMs track activity; Centric measures relationship health and surfaces early warning signs of decay.

We're not a replacement. We're the layer that tells you which relationships need attention before your CRM shows a problem.

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.