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Scoring client health

Some clients pay late, others grow every year. A simple score for each client shows where to invest time and where to have a conversation.

Business3 min readCorvane Ashmoor & Co.

A client health score combines a few things you already know.

What to score

  • Pays on time.
  • Communicates well.
  • Profitable for the time spent.
  • Growing or sending referrals.

Act on it

Thank and grow the healthy ones. Talk with the struggling ones about scope, price or payment terms.

Our client health score totals the scores.

General information, not legal, tax or financial advice.

This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.

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