How it works
One shared language for every client relationship
A 24-question assessment maps a person across six behavioral dimensions and resolves them into one of eight communication archetypes. Here is what each of those means.
The idea
Two profiles. One playbook.
Most tools profile one side of a relationship and stop. Client Chemistry profiles both. You take the assessment once, your client takes it once, and the report is built from the gap between the two: not who is right, but where your instincts and theirs pull in different directions.
That gap is where meetings go quietly wrong, and it is exactly what the report turns into specific, concrete moves: how to open a meeting, which channel to use, how to deliver bad news to this exact person.
The framework
The six dimensions
Every person sits somewhere on each of these six spectrums. Together they explain how someone processes information, builds trust, and makes decisions. No pole is better than the other. They are just different, and knowing which is which changes how you show up.
PACE
How fast do they decide?
How much time and information someone needs between hearing a recommendation and acting on it. Misread it and a careful client feels rushed, or a fast one feels held up.
Deliberate
Wants to sit with the information first. An in-room push to decide reads as pressure.
Decisive
Decides in the moment once the case is clear. Too much detail reads as stalling.
LENS
What do they need to see first?
Whether trust is earned by the headline or by the numbers underneath it. It decides whether you open with the recommendation or open with the work.
Big Picture
Wants the takeaway and the direction. The appendix can wait.
Detail-First
Wants the assumptions, the data, and the methodology before the conclusion.
ANCHOR
What holds their trust?
What a client is really evaluating: the track record, or the relationship. It shapes whether a review should lead with performance or with continuity.
Results-Anchored
Judges the relationship by outcomes and competence. Show the results.
Relationship-Anchored
Judges it by feeling known and cared about. Remember the details that are not on the statement.
HELM
Who steers the relationship?
How much the client wants to lead the decision versus be led to it. Get this backwards and you either smother a self-directed client or abandon one who wanted direction.
Guide Me
Wants a clear recommendation to follow. A menu of options reads as you not having a view.
I'll Drive
Wants to make the final call themselves. Being told what to do reads as a loss of control.
CURRENT
How do they handle change?
Whether someone is reassured by consistency or energized by change. It governs how you introduce a new strategy, and how much warning you owe them first.
Steady
Wants a plan that holds. Change without a good reason feels like risk.
Adaptive
Comfortable adjusting course. A plan that never moves feels stale.
SIGNAL
What tone lands?
The register a client reads as professional. To one, a quick text is friendly; to another, it is careless. Same message, opposite effect.
Formal
Structured, scheduled, in writing. A quick text about something important feels careless.
Casual
Informal and direct. Too much formality feels stiff and distant.
The archetypes
Eight communication archetypes
The six dimensions resolve into a named archetype: a recognizable profile you will place in your own book the moment you read it. Every client is one of these.
The Commander
You move fast and think big. When a decision needs to be made, you make it, confidently and without second-guessing. You trust your judgment, cut through noise, and expect the people around you to keep up. You value results, not process, and you know that in the right environment, your decisiveness is a superpower.
Aragorn · Tony Stark · Teddy Roosevelt · Vince Lombardi · Buzz Lightyear
The Architect
You believe in doing things right, which means doing them thoroughly. You trust data over intuition and precision over speed. Before you commit to a course of action, you want to understand the structure beneath it: the assumptions, the methodology, the edge cases. You don't need to rush. You need to be right.
Batman · Hermione Granger · Marie Curie · Spock · Warren Buffett
The Connector
For you, trust is built through relationship, not résumé. You believe the best professional relationships are built on genuinely knowing the person across the table, not just their goals, but their life. You're loyal when you feel seen, and you notice when you don't. You don't need the fastest answer; you need the right person giving it to you. And that person better remember your name.
Samwise Gamgee · Ted Lasso · Fred Rogers · Robin Williams · Forrest Gump
The Strategist
You think in systems. You're not just asking what the answer is, you're asking what framework produced it, and whether that framework holds up under scrutiny. You're rigorous, patient, and methodical. You play the long game, you don't miss details, and you've probably already thought three steps ahead of everyone else in the room.
Tyrion Lannister · Alfred Hitchcock · Benjamin Franklin · Phil Jackson · Professor X
The Trailblazer
You don't wait for the path to be cleared. You clear it. You're energized by new opportunities, comfortable with calculated risk, and skeptical of anyone who says 'that's not how it's done.' You move with purpose and confidence. When others hesitate, you've already made three decisions and moved on. That's not recklessness. That's how you operate.
Han Solo · Indiana Jones · Amelia Earhart · Muhammad Ali · Moana
The Diplomat
You lead with principle and listen before you act. You care deeply about alignment, not just in strategy, but in values. You want to understand the 'why' behind decisions, and you want your voice to be part of that conversation. You're thoughtful, measured, and you build trust by being consistent and genuine over time.
Galadriel · Wonder Woman · Eleanor Roosevelt · Arthur Ashe · Sidney Poitier
The Visionary
You see what others haven't imagined yet. Your mind doesn't move in straight lines. It connects dots across domains, finds possibilities in constraints, and turns complexity into insight. You value relationships as much as results, and you operate best with a trusted team who can keep pace with where your thinking goes. You don't want a plan. You want a vision.
Yoda · Doctor Strange · Leonardo da Vinci · David Bowie · Willy Wonka
The Guardian
You are the steady hand. You do what you say, say what you mean, and show up the same way every time, because consistency is how you build trust. You want a plan that holds, an advisor who follows through, and a system that doesn't require you to second-guess it. You're not resistant to change; you're resistant to change without good reason.
Ned Stark · Captain America · Dwight Eisenhower · Cal Ripken Jr. · Gandalf
From assessment to playbook
How your report is built
Both of you are mapped
You and your client each answer 24 scenario questions. Each of you lands on the six dimensions and one of the eight archetypes.
The gap is measured
The report compares the two profiles dimension by dimension to find where your natural styles diverge, and by how much.
The gap becomes moves
Each meaningful gap turns into specific guidance: how to open a meeting, which channel to use, how to present a recommendation, what to avoid.
See it on a real relationship
Read a full sample report, then join the waitlist for access.