Catalyst Diagnostic Taxonomy Mike Simmons · Catalyst Sale

Diagnostic Pattern

"The customers are loyal to him, not to us"

The symptom is real. The cause is usually somewhere else.

You acquired the company and the customers still deal with the founder personally. It looks fine while he is here. It may actually be that you bought an entity and not a relationship, and the exposure lands the day he stops showing up.

What you think it is

The customers are loyal to him, not to us - he is the relationship.

So you write a longer retention package, extend the earn-out, and hope familiarity does the rest.

What it usually is

A hypothesis to test, not an indictment on you or the team.

This is key-person concentration on the retention and expansion side, and it is especially common in owner-led distribution and services businesses where the founder has been the account manager for twenty years. The risk is not that he leaves badly, it is that the clock is already running: earn-outs end, attention drifts, and nobody notices the transfer never happened because the numbers look stable until they do not. Expansion is the engine of retention, and here nobody but him is positioned to expand anything.

How to tell

For the top ten accounts, who inside our company has a relationship that does not depend on him - and when did that person last speak to the customer without him in the room?

The move

Do the transfer while he is still motivated and present, deliberately and account by account, with a named second relationship and a real reason for the customer to value that person. Track it as a number, not a feeling: how many of the top accounts have two live relationships.

You might think you have time because he is still here. It may actually be that being still here is exactly the window, and it is closing.

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