Try Our Client Segmentation ROI Calculator

Enter two numbers and watch the 80/20 math play out across your book.

Your best guess is fine
Trailing 12 months, roughly.
Average revenue per client: —

Book of business breakdown

Premier
(top 4%)
—
Revenue
—
Avg per client
—
Core Clients
(top 20%)
—
Revenue
—
Avg per client
—
The "Drainy 80"
(bottom 80%)
—
Revenue
—
Avg per client
—

Focus and time

Annual client hours
1,350
Scenario A

The status quo

Premier (top 4%)
20%/ —
Core Clients (next 16%)
30%/ —
The "Drainy 80"
50%/ —
Total: 100% Revenue: —
Scenario B · The goal

Max effectiveness

Premier (top 4%)
40%/ —
Core Clients (next 16%)
40%/ —
The "Drainy 80"
20%/ —
Total: 100% Revenue: —
Opportunity cost
—
Revenue increase
—
Increase %
—

Immediate opportunities

Onboard 1 Premier + 3 Core Clients this year (first-year revenue)
—
Get 1 referral from every 2 Premier clients
—
Close additional business with 1/4 of your Core Clients
—
Get a testimonial from every Premier household
—