Client room · Industrial · since 2024
Larkspur Fashion
Relationship partner: Elena Marsh
Known value
$269K
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
$1.1M
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
95%
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
88%
What this means
- Means:
- Collected as a share of billed.
- Matters:
- Pays in 46 days on average.
- Consider:
- Healthy — no action.
Fees by year
Last 12 months $570K, up 100% on the year before. Practices used: Real Estate.
Segment: Anchor
Top fifth of future value with strong retention.
Consider: Protect: senior coverage, annual value review, multi-practice planning.
Practices not yet used: Corporate, Litigation, Employment
People at Larkspur Fashion
Drew Brooks
General Counsel
57d since contactRiley Reyes
Chief Executive Officer
C-suite2d since contactRiley Novak
Chief Financial Officer
C-suite154d since contactTaylor Nguyen
Deputy General Counsel
30d since contact
Next steps
Introduce a second practice to Larkspur Fashion
Queue a warm introduction through the relationship partner
Set an expiry on 1 open-ended discount
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.