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Client Inventory – Services Clients only (projects, retainers, and markup/management fees)
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Client NameCURRENT Value
(1=High, 3=Low)		FUTURE Potential
(1=High, 3=Low)		Revenue from the Client (past ~12 months, for services + markup)Account Leader (who "owns" the account at your agency?)Notes (about client quality, impact on your team, etc.)When did the agency owner last speak with the client?OPTIONAL: Would they recommend you to others?OPTIONAL: What's our long-term plan?OPTIONAL: What should we do next in the relationship?
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Acme Industries3 – Low2 – Medium$120,000Leslie (Senior AM)Only building landing pages now, but we could help with their new national anvil-sales campaign.Don't recallYes.Grow themPropose helping with the anvil-sales campaign, to grow the account.
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Dynamic Solutions3 – Low3 – Low$76,000Pat (CEO)Legacy client. Constantly calling with requests, but they rarely approve our estimates.It's been a few monthsMaybe, but it wouldn't be too strong.Fire themRefer them to a smaller agency that's more willing to put up with their time-wasting indecision.
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HMA Pharma1 – High2 – Medium$1,300,000Pat (CEO)Client sponsor is great but her boss doesn't like us, and they're slow to pay invoices.Yesterday; they require near-daily attention from senior peopleNot sure.Maintain status quoPropose new projects occasionally but don't pursue too hard. Try to win over sponsor's boss.
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Widget-tron LLC2 – Medium1 – High$643,000Terry (VP of Accounts)Mid-size projects now, but client sponsor mentioned we're on the shortlist to build their new site.Over a yearDefinitely! They already have, twice.Grow themGrow the account by trying to land the new website project. And ask for more referrals.
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Add your agency's clients here...
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TIP –>If you have THIS many active clients, you may have a Client Dilution problem.Let's talk; please reach out here: https://sakasandcompany.com/contact/
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