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.