Client room · Consumer · since 2016
Quarry Construction
Relationship partner: Priya Raman
Known value
$1.6M
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
$783K
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
88%
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
85%
What this means
- Means:
- Collected as a share of billed.
- Matters:
- Pays in 29 days on average.
- Consider:
- Review write-downs before the next invoice.
Fees by year
Last 12 months $640K, down 13% on the year before. Practices used: Real Estate.
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 Quarry Construction
Taylor Chen
General Counsel
118d since contactReese Foster
Chief Executive Officer
C-suite38d since contactAlex Brooks
Chief Financial Officer
C-suite73d since contactMorgan Novak
Deputy General Counsel
98d since contactMorgan Kim
Chief Operating Officer
C-suite67d since contact
Next steps
Partner call with Quarry Construction
Draft a check-in for Priya Raman to send from their own email
Introduce a second practice to Quarry Construction
Queue a warm introduction through the relationship partner
Set an expiry on 5 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.