Client room · Logistics · since 2016
Pinecrest Schools
Relationship partner: Sofia Lindqvist
Known value
Illustrative margin
$330K
What this means
- Means:
- Margin already earned from this client.
- Matters:
- It is the relationship's track record.
- Consider:
- Kept separate from expected value.
Expected value
Stage 1
$170K
What this means
- Means:
- Modeled future margin if the relationship continues as it is.
- Matters:
- It is what this relationship is worth from today.
- Consider:
- Raise it by improving retention or adding a practice.
Retention
Stage 1
69%
What this means
- Means:
- Likelihood the client sends work next year.
- Matters:
- Small changes here move expected value a lot.
- Consider:
- Schedule a partner call this week.
Realization
95%
What this means
- Means:
- Collected as a share of billed.
- Matters:
- Pays in 39 days on average.
- Consider:
- Healthy — no action.
Fees by year
2021
2022
2023
2024
2025
2026
Last 12 months $307K, up 8% on the year before. Practices used: Employment.
Segment: Dormant
No new work for over 6 months.
Consider: Reactivate or release: alumni outreach, a no-cost check-in.
Practices not yet used: Corporate, Litigation, Real Estate
People at Pinecrest Schools
Casey Kim
General Counsel
150d since contactReese Chen
Chief Executive Officer
C-suite30d since contact
Next steps
Set an expiry on 2 open-ended discounts
Add reason and expiry to the discount register
Why this is different. One room per relationship: value, risk, people and what to do next — readable by a partner without any analytics training.