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The era of the ERRA

“Do you know where you stand with your client as it relates to your relationship with them” I asked him?


“How do you know?” He asked back.


Let me introduce you to ERRAEmotional Relevance Relationship Algorithm



A few days ago, I was invited by an EVP of Sales I work with to join a call with one of his Client Success Managers. They were trying to “crack through the relationship” with a specific customer. His words: “It’s just not going anywhere.”


This client relationship had been stagnant for a while. It started out decently about a year ago, and they even renewed the initial agreement. But despite identifying several expansion opportunities, nothing had materialized—no cross-sells, no upsells.


I took notes during the call and prepared for a follow-up discussion.


The EVP told me they'd been using some of the Emotional Relevance tools to increase trust and openness with clients.

So, I asked him:

“How do you know where you stand with this client, in terms of the relationship, at any given time?”

His response was candid:

“I don’t.”


The Emotional Relevance Relationship Meter


A key element of the Emotional Relevance™ approach is the ability to continuously measure the strength of your client relationships. (Yes, we have tools for that too.)


So I asked:

“On a scale of 1 to 5, where would you rate your relationship with this client?”

He replied:

“How do you measure that? What’s a 1 and what’s a 5?”


Here’s what I shared with him — the Emotional Relevance Relationship Meter:


1 – Strictly Professional

Your communication is strictly business. It happens via email, phone (office line), or Zoom. The tone is formal and work-focused.


2 – Exchanging Cell Numbers

You’ve exchanged personal contact information, ideally directly (not scraped from an email signature). A great way to move here: “Here’s my cell — save it and call anytime.”


3 – Calling Their Cell Comfortably (for Work)

You feel comfortable calling their personal cell phone, but only for work-related matters. This is the first sign of real trust.


4 – They Want to Pick Up

When they see your name on their phone screen, do they want to pick up? Through consistent Emotional Relevance™, your name should evoke a positive emotional response.


5 – Personal Openness

You feel comfortable enough to ask them for personal advice. Even if you don’t, you know you could. Once you share something personal, it creates space for reciprocity — a signal you’ve reached a deep level of trust.



"You don't close a sale; you open a relationship,"

— Patricia Fripp


Mapping the Relationship


By the time we reached level 4, the EVP was already sketching on a notepad. I asked to see their Client Mapping — another Emotional Relevance tool. Mapping helps visualize who on your team talks to whom on the client side and what roles they play.


“Let’s take this further,” I said.

  1. Add your team to the map alongside the client’s contacts.

  2. Draw relationship lines between each pair who communicates.

  3. Assign a 1–5 score to each relationship, based on the Relationship Meter.

This creates the foundation for the Emotional Relevance Relationship Algorithm (ERRA) — a calculated measure of your overall relationship health with a client.


When we finished, not one connection scored higher than a 3.

The average? Just 2.3.

And without diving into the math behind ERRA, here’s what you need to know:


A low ERRA score correlates with low retention, low expansion, and minimal trust.




Now You Know


The EVP stared at the map, took a deep breath, and said:

“Okay. Now I know. I’m not sure this client relationship has ever been better than it is now — but at least now I know where we stand. There’s work ahead. But now I can see it.”


Exactly. That’s the power of Emotional Relevance™.


Check your ERRA level with each client regularly — at least monthly. Use the Emotional Relevance approach to actively elevate that number as the relationship progresses.


Because now you know. It is the era of the ERRA.

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