Client room · Consumer · since 2022
Crescent Telecom
Relationship partner: Sofia Lindqvist
Known value
$386K
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
$412K
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
86%
What this means
- Means:
- Likelihood the client sends work next year.
- Matters:
- Small changes here move expected value a lot.
- Consider:
- Keep regular senior contact.
Realization
95%
What this means
- Means:
- Collected as a share of billed.
- Matters:
- Pays in 77 days on average.
- Consider:
- Healthy — no action.
Fees by year
Last 12 months $340K, down 10% on the year before. Practices used: Regulatory.
Segment: At risk
Meaningful spend with warning signals.
Consider: Act this week: partner call, review billing friction.
Practices not yet used: Corporate, Litigation, Employment
People at Crescent Telecom
Drew Garcia
General Counsel
119d since contactJamie Brooks
Chief Executive Officer
C-suite39d since contactReese Ward
Chief Financial Officer
C-suite57d since contact
Next steps
Partner call with Crescent Telecom
Draft a check-in for Sofia Lindqvist to send from their own email
Introduce a second practice to Crescent Telecom
Queue a warm introduction through the relationship partner
Why this is different. One room per relationship: value, risk, people and what to do next — readable by a partner without any analytics training.