Client room · Industrial · since 2024
Bayline Health
Relationship partner: David Okafor
Known value
$583K
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
$143K
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
63%
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
89%
What this means
- Means:
- Collected as a share of billed.
- Matters:
- Pays in 81 days on average.
- Consider:
- Healthy — no action.
Fees by year
Last 12 months $345K, down 62% on the year before. Practices used: Corporate, Regulatory.
Segment: At risk
Meaningful spend with warning signals.
Consider: Act this week: partner call, review billing friction.
Practices not yet used: Litigation, Employment, Real Estate
People at Bayline Health
Alex Reyes
General Counsel
14d since contactQuinn Garcia
Chief Executive Officer
C-suite41d since contactDrew Reyes
Chief Financial Officer
C-suite9d since contactReese Nguyen
Deputy General Counsel
38d since contactQuinn Nguyen
Chief Operating Officer
C-suite62d since contact
Next steps
Partner call with Bayline Health
Draft a check-in for David Okafor to send from their own email
Why this is different. One room per relationship: value, risk, people and what to do next — readable by a partner without any analytics training.