Ranking Clients

Hi @Megan Roberts, that’s a great question!

We use client types to split clients into basically four tiers:

• Tier 1 (Clients for whom we do most of our offered services)
• Tier 2 (Clients who have their own bookkeeper, or who have us do specific things)
• Tier 3 (Clients who only need us for annual compliance-type work)
• 1040 Only

I’m curious how other firms handle this. 

Hi Megan,

We use Client Groups to identify our Gold, Silver, and Bronze for the service package purchased by the client, the main difference is due dates so the team knows which clients to prioritize, that is probably the closest we have to processfying the rankings.

The idea is that ALL of these clients are ‘ideal’ based on a ranking we ran through a couple of years ago.  We identified the A and B clients - our ideal to measure all future clients against, C clients that we were generally happy to keep working with and D clients that we parted ways with.  It was a tough exercise but allowed us to focus on the clients who value our services and helped the team know that we had their backs.

We have now merged two firms and will be revisiting this - I will follow this thread for ideas to apply to the new organization.  Thank you!

It’s a great idea to have some type of ranking system within Karbon to identify “Top Gun” (term we use internally) clients. In January I sent out the client roster to the leadership team and had them identify such clients. I combined that with billing statistics and we published a roster for all team members to reference within a Microsoft Teams Knowledgebase channel. (We use perfect wiki to publish items like this - how to’s, policies & procedures, industry topics, etc.)