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This tool helps you score your clients, model price increases, and calculate exactly how many clients can leave before it affects your revenue.
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Working with facts, not fear. | 4 tabs → ① Start Here ② Score Your Clients ③ Run the Numbers ④ Your Portfolio
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QUICK START
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Step 1 — ② Score Your Clients tabEnter each client. Fill in current fees (columns B, C, D). Score them 1–5 on the five factors (columns G–K).
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Step 2 — Review auto-analysisColumns L–O calculate automatically: weighted score, rank, tier (A/B/C/D), and recommendation. No input needed.
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Step 3 — Enter What If pricing + Stress TestSelect a Decision in column Q. Enter new fees in R, S, T. Fire auto-sets all fees to $0. Optionally mark clients 'Yes' in column Z (Would Leave?) to stress-test specific clients on the Portfolio tab.
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Step 4 — ③ Run the Numbers tabReview Section 4 — Your Revenue Budget — to see how much new revenue you can afford to lose. Use the Would Leave? column (Z) to stress-test specific clients. Adjust Fear Calculator percentages in Section 3 if needed.
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Step 5 — Review ④ Your Portfolio tabSee your full portfolio at a glance: top/bottom clients, revenue by tier, What If Pricing Summary, and the Stress Test. The Stress Test shows live revenue impact if 'Would Leave?' clients actually leave.
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SCORING GUIDE (1–5)
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1 — PoorDrains time, low fit, or high stress
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2 — Below AverageConsistent friction or weak economics
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3 — AverageServiceable but worth reviewing
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4 — StrongGood fit and good economics
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5 — ExcellentHigh value, high fit, easy to serve
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TIERS
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A — Top 20%Keep / Grow
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B — SolidRaise Fee / Improve Fit
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C — ReviewReview Closely
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D — Bottom 20%Disengage or Redesign
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DECISION DROPDOWN
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Keep at CurrentNo change to fees
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Raise FeeEnter new fees in columns R, S, T
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FireAll new fee columns auto-set to $0. Row turns red automatically.
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Under ReviewNot decided yet
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COLOR CODE
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Blue textYour input — enter data here
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Green backgroundCalculated automatically — do not edit
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Freeze panesColumns A–E stay visible as you scroll right
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