AI Tech Sales · Portfolio Health · Q2 2026
A single, honest read on every client — and a map of where to spend the next quarter. Two views: a scorecard that ranks all ten clients across eight dimensions, and a strategic positioning plot that converts the scorecard into an allocation decision.
A portfolio of ten clients can be many things: an asset list, a calendar of obligations, a set of relationships. Most usefully, it's an allocation problem — every hour spent on one client is an hour not spent on another, and the only honest way to make that trade is to look at the whole portfolio at once.
The scorecard below grades each client across eight dimensions that capture both what we bring to the relationship (partnership, pipeline, GTM execution, brand) and what the client brings to us (revenue potential, organizational maturity, responsiveness). The strategic positioning plot collapses those eight dimensions onto the two that drive allocation: partnership strength and revenue potential. The quadrant a client sits in tells us what to do — invest, fix, develop, or re-evaluate.
This page is updated every three months. The cadence is deliberate: short enough to catch a deteriorating relationship before it's terminal, long enough that the scores reflect real movement and not weekly noise. Live deal activity lives on the Command Centre; this is the structural view.
Each client scored out of 10 on every dimension. Responsiveness 10 = client responds within 24 hours. Sorted by total.
| # | Client | Status | Partner. | Pipeline | Position | AITS GTM | Brand | Rev TAM | Resp. | Org Mat. | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Axiomise | Strong | 9 | 8 | 8 | 6 | 7 | 7 | 10 | 8 | 63 |
| 2 | Glide Systems | Strong | 9 | 8 | 8 | 7 | 6 | 9 | 10 | 5 | 62 |
| 3 | Rise Design Automation | Building | 7 | 6 | 6 | 4 | 9 | 10 | 10 | 10 | 62 |
| 4 | SoftWeb Solutions | Steady | 7 | 5 | 5 | 4 | 6 | 8 | 10 | 7 | 52 |
| 5 | CraftifAI | Urgent | 8 | 3 | 3 | 7 | 4 | 8 | 10 | 8 | 51 |
| 6 | YieldWerx | Building | 7 | 4 | 5 | 3 | 5 | 6 | 10 | 7 | 47 |
| 7 | Tuple Technologies | New | 7 | 3 | 5 | 3 | 3 | 7 | 10 | 7 | 45 |
| 8 | Quaxys | Building | 7 | 3 | 5 | 6 | 3 | 4 | 9 | 3 | 40 |
| 9 | InPsyTech | Crisis | 0 | 6 | 6 | 5 | 6 | 10 | 0 | 7 | 40 |
| 10 | ModelCat | Pre-contract | 6 | 1 | 1 | 1 | 3 | 4 | 10 | 6 | 32 |
Source: HubSpot · Outlook · SharePoint Legal/Client Contracts · AI Tech Sales internal scorecard v7
The same ten clients plotted on the two dimensions that drive portfolio allocation. Dot size encodes Org Maturity.
A few notes on how the two views fit together — and what to do when scores move quarter to quarter.
The scorecard is the diagnostic — eight dimensions catch issues that a single number would hide. The positioning plot is the prescription — it collapses the diagnostic into an allocation call. When a client moves rank quarter-over-quarter, the scorecard tells you which dimension drove it; the plot tells you whether the move matters for where we spend time.
A client crossing the Partnership = 7 line is a structural event. A client whose Org Maturity drops two points in a quarter is a warning. A client at Responsiveness 0 — regardless of every other score — gets escalated to a co-founder conversation before the next refresh.
Both views ignore live deal motion on purpose. For that, see the Command Centre.