Client room · Healthcare · since 2022
Juniper Analytics
Relationship partner: Elena Marsh
Known value
$163K
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
$59K
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
81%
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 81 days on average.
- Consider:
- Review write-downs before the next invoice.
Fees by year
Last 12 months $71K, down 37% on the year before. Practices used: Tax, Regulatory, IP.
Segment: Steady
Stable work, stable payment.
Consider: Maintain: light-touch check-ins, efficiency on billing.
Practices not yet used: Corporate, Litigation, Employment
People at Juniper Analytics
Drew Kim
General Counsel
67d since contactJordan Ward
Chief Executive Officer
C-suite102d since contactQuinn Reyes
Chief Financial Officer
C-suite152d since contactAvery Brooks
Deputy General Counsel
101d since contactJordan Foster
Chief Operating Officer
C-suite124d since contact
Next steps
Review retainer renewal for Juniper Analytics
Draft a renewal review for the relationship partner
Set an expiry on 3 open-ended discounts
Add reason and expiry to the discount register
Shift billing cadence for Juniper Analytics
Propose monthly billing aligned to their AP cycle
Why this is different. One room per relationship: value, risk, people and what to do next — readable by a partner without any analytics training.