Client base
Segments
Every client is placed in one group, computed from fees, payment and recency. Each group comes with a play.
Anchor · 3
Top fifth of future value with strong retention.
Play: Protect: senior coverage, annual value review, multi-practice planning.
Expected · Stage 1
$2.5M
Avg retention
92%
Growth · 6
Fees rising more than 15% year on year.
Play: Invest: introduce adjacent practices while momentum is high.
Expected · Stage 1
$1.9M
Avg retention
92%
At risk · 11
Meaningful spend with warning signals.
Play: Act this week: partner call, review billing friction.
Expected · Stage 1
$5.8M
Avg retention
81%
Steady · 6
Stable work, stable payment.
Play: Maintain: light-touch check-ins, efficiency on billing.
Expected · Stage 1
$513K
Avg retention
82%
Emerging · 0
Newer relationships, under 2.5 years.
Play: Nurture: deepen contacts beyond the first buyer.
Expected · Stage 1
$0
Avg retention
0%
Dormant · 9
No new work for over 6 months.
Play: Reactivate or release: alumni outreach, a no-cost check-in.
Expected · Stage 1
$451K
Avg retention
38%
Why this is different. Segments are recomputed from billing behaviour every time data lands — no one has to tag clients by hand.