Are You Wasting Time on the Wrong Clients? Find Out with this Simple Matrix.
(Free Tool)
This Tool Will Help Transform Your Business by Prioritizing the Right Clients.
It’s easy to assume that more revenue means better business - however, often your highest paying clients are actually draining your time and resources.
The Client Results-Behavior Matrix is a simple exercise to quickly identify which clients are boosting your business and which are holding it back. You’ll look at balancing the financial return of your customers with how well they align with your values and workflow.
This provides the clarity needed to focus on the relationships that truly matter.
The real power of this tool becomes evident when you imagine trading your worst 5% of clients with your top 5% of clients. How much better could your business be?
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“We have improved the therapist value-add time with our customers from 43% per week to an average of 86% per week. Our cycle time, receiving a referral to invoicing, has decreased from 34 days to less than 10 days in most cases. These are just two of the strategic planning projects that have improved [our] delivery of customer service and has had significant impact on our bottom line net profit. We are now in a position to expand our business.”
- Nicola MacNaughton | Successful Exit of Occupational Concepts
What You’ll Get:
Immediate Clarity - Instantly see which clients are helping your business grow and which ones are holding you back.
Balanced Insights - Evaluate clients based not just on revenue but also on their behaviors and impact on your time and energy.
A Clear Path - Get a clear path forward on how to prioritize or part ways with difficult clients, so you can focus on scaling effectively.
Identify High-Value Clients - Understand which clients contribute the most to your bottom line and how to attract more like them.
Improve Resource Allocation - Free up time and energy by focusing on clients who are easier to work with and more profitable.
Refine Your Service Strategy - Use the matrix to adjust your offerings and client mix for maximum growth and sustainability.
Boost Long-Term Profitability - By focusing on the right clients, you’ll see improvements in revenue, retention, and overall business performance.
Streamline Client Management - Have a clear process for handling difficult clients and nurturing your best ones.
“I don’t think I realized how little I knew about how my business worked, and now I really understand where to look for the answers in terms of the numbers of what my business tells me. That has helped me make some big decisions about where we are headed in the future.”
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“It has really affected our ability to not just grow but do it in a way that's also manageably mentally, which has been really good for family life. In 30 minutes, they found us $70,000. We now are doing more in a week than we were doing in a month”
Syd Vanderpool | SydFit Health Centre
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“They have changed our lives and our family's lives. Don't hesitate - count yourself very lucky and dive in with both feet"
Laura Kanaan | MDW Law
