B2B Relationship Health Check
This B2B Relationship Health Check form provides a systematic way to assess the strength of your business partnerships. It combines NPS scoring with multi-dimensional evaluation of key relationship aspects including communication, responsiveness, value delivery, and strategic alignment. The form uses priority matrices to identify what matters most to your partners and where gaps exist. Perfect for quarterly business reviews (QBRs), account management, and proactive relationship monitoring.
Try the Form
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
export function relationshipHealthForm(form: FormTs) {
// B2B Relationship Health Check - Comprehensive partnership assessment
// Demonstrates: NPS Scale, MatrixQuestion, StarRating, ThumbRating, EmojiRating, conditional logic, dynamic styling
// ============================================
// HEADER
// ============================================
form.addRow(row => {
row.addTextPanel('header', {
label: 'Relationship Health Check',
computedValue: () => 'Help us strengthen our partnership by sharing your honest feedback.',
customStyles: {
backgroundColor: '#0f766e',
color: 'white',
padding: '28px',
borderRadius: '12px',
textAlign: 'center'
}
});
});
// ============================================
// SECTION 1: Partnership Overview
// ============================================
const overviewSection = form.addSubform('overview', {
title: 'Partnership Overview'
});
overviewSection.addRow(row => {
row.addTextbox('companyName', {
label: 'Your Company Name',
placeholder: 'Enter company name...',
isRequired: true
}, '1fr');
row.addDropdown('partnershipDuration', {
label: 'Partnership Duration',
options: [
{ id: 'less-6m', name: 'Less than 6 months' },
{ id: '6m-1y', name: '6 months - 1 year' },
{ id: '1y-2y', name: '1-2 years' },
{ id: '2y-5y', name: '2-5 years' },
{ id: 'more-5y', name: 'More than 5 years' }
],
isRequired: true
}, '1fr');
});
overviewSection.addRow(row => {
row.addDropdown('yourRole', {
label: 'Your Role',
options: [
{ id: 'executive', name: 'Executive/C-Suite' },
{ id: 'director', name: 'Director/VP' },
{ id: 'manager', name: 'Manager' },
{ id: 'individual', name: 'Individual Contributor' },
{ id: 'other', name: 'Other' }
],
isRequired: true
}, '1fr');
row.addDropdown('interactionFreq', {
label: 'How often do you interact with us?',
options: [
{ id: 'daily', name: 'Daily' },
{ id: 'weekly', name: 'Weekly' },
{ id: 'monthly', name: 'Monthly' },
{ id: 'quarterly', name: 'Quarterly' },
{ id: 'rarely', name: 'Rarely' }
],
isRequired: true
}, '1fr');
});
// ============================================
// SECTION 2: Relationship NPS
// ============================================
const npsSection = form.addSubform('npsSection', {
title: 'Overall Partnership Health',
customStyles: () => {
const category = npsSection.ratingScale('relationshipNps')?.npsCategory();
if (category === 'promoter') return { backgroundColor: '#d1fae5', padding: '20px', borderRadius: '8px' };
if (category === 'passive') return { backgroundColor: '#fef3c7', padding: '20px', borderRadius: '8px' };
if (category === 'detractor') return { backgroundColor: '#fee2e2', padding: '20px', borderRadius: '8px' };
return { padding: '20px', borderRadius: '8px', border: '1px dashed #cbd5e1' };
}
});
npsSection.addRow(row => {
row.addRatingScale('relationshipNps', {
preset: 'nps',
label: 'How likely are you to recommend our partnership to a colleague?',
showCategoryLabel: true,
showSegmentColors: true,
showConfettiOnPromoter: true,
isRequired: true
});
});
npsSection.addSpacer({ height: '15px' });
npsSection.addRow(row => {
row.addTextarea('npsReason', {
label: () => {
const category = npsSection.ratingScale('relationshipNps')?.npsCategory();
if (category === 'promoter') return "We're thrilled! What makes our partnership stand out?";
if (category === 'passive') return 'What would make our partnership exceptional?';
if (category === 'detractor') return 'We want to improve. What are the main challenges?';
return 'Please share your thoughts on the partnership';
},
placeholder: 'Your detailed feedback helps us improve...',
rows: 3,
autoExpand: true,
isVisible: () => npsSection.ratingScale('relationshipNps')?.value() !== null
});
});
// ============================================
// SECTION 3: Relationship Dimensions Matrix
// ============================================
const dimensionsSection = form.addSubform('dimensions', {
title: 'Relationship Dimensions',
isVisible: () => npsSection.ratingScale('relationshipNps')?.value() !== null
});
dimensionsSection.addRow(row => {
row.addTextPanel('matrixIntro', {
computedValue: () => 'Rate each aspect of our partnership on a scale from Poor to Excellent.',
customStyles: {
color: '#64748b',
fontSize: '14px',
marginBottom: '16px'
}
});
});
dimensionsSection.addRow(row => {
row.addMatrixQuestion('partnershipDimensions', {
label: 'How would you rate us on each dimension?',
rows: [
{ id: 'communication', label: 'Communication Quality', description: 'Clarity, timeliness, proactiveness', isRequired: true },
{ id: 'responsiveness', label: 'Responsiveness', description: 'Speed of response to requests and issues', isRequired: true },
{ id: 'expertise', label: 'Expertise & Knowledge', description: 'Technical skills and domain knowledge', isRequired: true },
{ id: 'reliability', label: 'Reliability', description: 'Delivering on promises and commitments', isRequired: true },
{ id: 'value', label: 'Value Delivered', description: 'ROI and business impact', isRequired: true },
{ id: 'innovation', label: 'Innovation', description: 'Bringing new ideas and solutions', isRequired: false },
{ id: 'alignment', label: 'Strategic Alignment', description: 'Understanding and supporting your goals', isRequired: true }
],
columns: [
{ id: '1', label: 'Poor' },
{ id: '2', label: 'Fair' },
{ id: '3', label: 'Good' },
{ id: '4', label: 'Very Good' },
{ id: '5', label: 'Excellent' }
],
fullWidth: true,
striped: true
});
});
// ============================================
// SECTION 4: Quick Pulse Check
// ============================================
const pulseSection = form.addSubform('pulse', {
title: 'Quick Pulse Check',
isVisible: () => npsSection.ratingScale('relationshipNps')?.value() !== null
});
pulseSection.addRow(row => {
row.addEmojiRating('overallFeeling', {
label: 'How do you feel about our partnership overall?',
preset: 'satisfaction',
size: 'lg',
alignment: 'center'
});
});
pulseSection.addRow(row => {
row.addThumbRating('futurePartnership', {
label: 'Would you expand the partnership scope?',
showLabels: true,
upLabel: 'Yes, definitely',
downLabel: 'No, unlikely',
alignment: 'center'
});
});
// ============================================
// SECTION 5: Priority Areas
// ============================================
const prioritySection = form.addSubform('priorities', {
title: 'Priority Focus Areas',
isVisible: () => npsSection.ratingScale('relationshipNps')?.value() !== null
});
prioritySection.addRow(row => {
row.addCheckboxList('improvementPriorities', {
label: 'Which areas should we prioritize for improvement? (Select up to 3)',
options: [
{ id: 'response-time', name: 'Faster response times' },
{ id: 'proactive', name: 'More proactive communication' },
{ id: 'account-mgmt', name: 'Better account management' },
{ id: 'technical', name: 'Enhanced technical support' },
{ id: 'pricing', name: 'More competitive pricing' },
{ id: 'innovation', name: 'More innovative solutions' },
{ id: 'reporting', name: 'Better reporting and insights' },
{ id: 'training', name: 'More training and enablement' }
],
orientation: 'vertical',
max: 3
});
});
prioritySection.addSpacer({ height: '15px' });
prioritySection.addRow(row => {
row.addTextarea('topPriority', {
label: 'What single change would most improve our partnership?',
placeholder: 'Please be specific...',
rows: 3,
autoExpand: true
});
});
// ============================================
// SECTION 6: Competitor Comparison
// ============================================
const comparisonSection = form.addSubform('comparison', {
title: 'Competitive Standing',
isVisible: () => npsSection.ratingScale('relationshipNps')?.value() !== null
});
comparisonSection.addRow(row => {
row.addRadioButton('competitivePosition', {
label: 'Compared to alternatives, how do we rank?',
options: [
{ id: 'best', name: 'Best option available' },
{ id: 'above', name: 'Above average' },
{ id: 'average', name: 'About average' },
{ id: 'below', name: 'Below average' },
{ id: 'worst', name: 'Worst option' }
],
orientation: 'vertical'
});
});
comparisonSection.addRow(row => {
row.addTextarea('competitiveEdge', {
label: () => {
const position = comparisonSection.radioButton('competitivePosition')?.value();
if (position === 'best' || position === 'above') return 'What gives us our competitive edge?';
if (position === 'below' || position === 'worst') return 'What do competitors do better?';
return 'What would help us stand out from competitors?';
},
placeholder: 'Share your perspective...',
rows: 2,
autoExpand: true,
isVisible: () => comparisonSection.radioButton('competitivePosition')?.value() !== null
});
});
// ============================================
// SECTION 7: Risk Indicators (for Passives/Detractors)
// ============================================
const riskSection = form.addSubform('risk', {
title: 'Risk Assessment',
isVisible: () => {
const score = npsSection.ratingScale('relationshipNps')?.value();
return score !== null && score !== undefined && score <= 7;
},
customStyles: { backgroundColor: '#fef2f2', padding: '20px', borderRadius: '8px', borderLeft: '4px solid #ef4444' }
});
riskSection.addRow(row => {
row.addTextPanel('riskWarning', {
computedValue: () => 'We noticed some concerns. Help us understand better so we can address them.',
customStyles: {
color: '#991b1b',
fontSize: '14px',
marginBottom: '12px'
}
});
});
riskSection.addRow(row => {
row.addRadioButton('churnRisk', {
label: 'How likely are you to continue the partnership next year?',
options: [
{ id: 'definitely', name: 'Definitely will continue' },
{ id: 'likely', name: 'Likely will continue' },
{ id: 'uncertain', name: 'Uncertain' },
{ id: 'unlikely', name: 'Unlikely to continue' },
{ id: 'ending', name: 'Planning to end partnership' }
],
orientation: 'vertical',
isRequired: true
});
});
riskSection.addRow(row => {
row.addTextarea('escalationNeeded', {
label: 'Is there anything that needs immediate attention from leadership?',
placeholder: 'Describe any urgent issues or concerns...',
rows: 3,
autoExpand: true
});
});
// ============================================
// SECTION 8: Additional Feedback
// ============================================
const feedbackSection = form.addSubform('feedback', {
title: 'Additional Feedback',
isVisible: () => npsSection.ratingScale('relationshipNps')?.value() !== null
});
feedbackSection.addRow(row => {
row.addStarRating('accountManager', {
label: 'Rate your primary account contact',
maxStars: 5,
size: 'lg',
alignment: 'left',
showCounter: true
}, '1fr');
row.addStarRating('supportTeam', {
label: 'Rate the overall support team',
maxStars: 5,
size: 'lg',
alignment: 'left',
showCounter: true
}, '1fr');
});
feedbackSection.addSpacer({ height: '15px' });
feedbackSection.addRow(row => {
row.addTextarea('additionalComments', {
label: 'Any other feedback or suggestions?',
placeholder: 'Share anything else on your mind...',
rows: 4,
autoExpand: true
});
});
// ============================================
// SECTION 9: Summary
// ============================================
const summarySection = form.addSubform('summary', {
title: 'Partnership Health Summary',
isVisible: () => npsSection.ratingScale('relationshipNps')?.value() !== null
});
summarySection.addRow(row => {
row.addTextPanel('summaryContent', {
computedValue: () => {
const npsScore = npsSection.ratingScale('relationshipNps')?.value();
const category = npsSection.ratingScale('relationshipNps')?.npsCategory();
const duration = overviewSection.dropdown('partnershipDuration')?.value();
const feeling = pulseSection.emojiRating('overallFeeling')?.value();
const expand = pulseSection.thumbRating('futurePartnership')?.value();
const priorities = prioritySection.checkboxList('improvementPriorities')?.value() || [];
if (npsScore === null || npsScore === undefined) return '';
const durationLabels: Record<string, string> = {
'less-6m': 'Less than 6 months',
'6m-1y': '6 months - 1 year',
'1y-2y': '1-2 years',
'2y-5y': '2-5 years',
'more-5y': 'More than 5 years'
};
const feelingLabels: Record<string, string> = {
'very-bad': 'Very Dissatisfied',
'bad': 'Dissatisfied',
'neutral': 'Neutral',
'good': 'Satisfied',
'excellent': 'Very Satisfied'
};
let healthIcon = '🟡';
if (category === 'promoter') healthIcon = '🟢';
if (category === 'detractor') healthIcon = '🔴';
let summary = `${healthIcon} Partnership Health Assessment\n`;
summary += `${'═'.repeat(32)}\n\n`;
summary += `📊 Relationship NPS: ${npsScore}/10 (${category?.charAt(0).toUpperCase()}${category?.slice(1)})\n`;
if (duration) {
summary += `⏱️ Duration: ${durationLabels[duration] || duration}\n`;
}
if (feeling) {
summary += `😊 Overall Feeling: ${feelingLabels[feeling] || feeling}\n`;
}
if (expand) {
summary += `📈 Expansion Intent: ${expand === 'up' ? 'Yes' : 'No'}\n`;
}
if (priorities.length > 0) {
summary += `\n🎯 Focus Areas: ${priorities.length} selected`;
}
return summary;
},
customStyles: () => {
const category = npsSection.ratingScale('relationshipNps')?.npsCategory();
const baseStyles = {
padding: '20px',
borderRadius: '8px',
whiteSpace: 'pre-wrap',
fontFamily: 'monospace',
fontSize: '14px'
};
if (category === 'promoter') {
return { ...baseStyles, backgroundColor: '#d1fae5', borderLeft: '4px solid #10b981' };
} else if (category === 'passive') {
return { ...baseStyles, backgroundColor: '#fef3c7', borderLeft: '4px solid #f59e0b' };
} else if (category === 'detractor') {
return { ...baseStyles, backgroundColor: '#fee2e2', borderLeft: '4px solid #ef4444' };
}
return baseStyles;
}
});
});
// ============================================
// FORM CONFIGURATION
// ============================================
form.configureSubmitButton({
label: 'Submit Health Check',
isVisible: () => npsSection.ratingScale('relationshipNps')?.value() !== null
});
form.configureCompletionScreen({
type: 'text',
title: 'Thank You for Your Partnership Feedback!',
message: 'Your insights are invaluable in helping us strengthen our relationship. We will review your feedback carefully and follow up on any concerns raised.'
});
}
Frequently Asked Questions
How often should I send a relationship health check?
For strategic partnerships, quarterly assessments are ideal. For less critical relationships, bi-annual or annual surveys work well. Time it with your QBR cadence for maximum impact.
Who should receive this survey?
Send to key decision-makers and day-to-day contacts at client organizations. Include both executive sponsors and operational users for a complete picture of relationship health.
What is a good relationship health score?
An NPS of 30+ indicates a healthy relationship. Below 0 signals significant issues requiring immediate attention. Individual dimension scores below 3/5 highlight specific areas needing improvement.
How do I use the priority matrix results?
The priority matrix reveals gaps between importance and satisfaction. Focus on items rated high importance but low satisfaction first - these are your quick wins for relationship improvement.
Can I customize the relationship dimensions?
Yes. The template includes common B2B dimensions, but you can modify the matrix rows to match your specific service offerings, SLAs, or partnership agreements.