Client room · Energy · since 2017
Maple & Main Co.
Relationship partner: David Okafor
Known value
$413K
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
$1.4M
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
95%
What this means
- Means:
- Collected as a share of billed.
- Matters:
- Pays in 88 days on average.
- Consider:
- Healthy — no action.
Fees by year
Last 12 months $661K, up 81% on the year before. Practices used: Litigation, Tax.
Segment: At risk
Meaningful spend with warning signals.
Consider: Act this week: partner call, review billing friction.
Practices not yet used: Corporate, Employment, Real Estate
People at Maple & Main Co.
Taylor Novak
General Counsel
66d since contactMorgan Garcia
Chief Executive Officer
C-suite34d since contactReese Foster
Chief Financial Officer
C-suite61d since contactQuinn Novak
Deputy General Counsel
117d since contactReese Novak
Chief Operating Officer
C-suite108d since contact
Next steps
Partner call with Maple & Main Co.
Draft a check-in for David Okafor to send from their own email
Shift billing cadence for Maple & Main Co.
Propose monthly billing aligned to their AP cycle
Set an expiry on 3 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.