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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.)OPTIONAL: Would they recommend you?OPTIONAL: What's our 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.Yes.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 never approve our estimates.Maybe, 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.Not 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$640,000Terry (VP of Accounts)Mid-size projects now, but client sponsor mentioned we're on the shortlist to build their new site.Definitely! 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 probably have a Client Dilution problem.Let's talk; please reach out here: https://sakasandcompany.com/contact/
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