The Client Scorecard is perfect for organizations that have repeat clients and want to improve their client relationships. Not all clients are equal and a better understanding how the characteristics of different clients compare will allow your team to focus their efforts on exactly how to turn a C client into an A client.

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This tool will allow you to objectively determine how clients are performing in different strategic areas and informs how resources should be allocated to serve those clients. 


1. Clearly identifies the areas to focus on in order to turn a client from a C Client to an A client. This can then be assigned to the appropriate department in your company to improve on.

2. Allows you to assign a grade to your clients that can change each month based on the key characteristics you assign as most important. We will work with you to assign different weights to these characteristics such as: Revenue, Profitability, Payment time, Win Rate, Length of time as a client

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