I am curious if others do this, utilize Karbon (or something else)…
At one point we compiled a list of client qualities and then ranked clients on that list with a 1-10 point value. We are looking to hopefully “process-ify” this when we are fully using Karbon. We would hope to aggregate the client ranking score by employees who spend the most time on that client. We are trying to hone in on our more “ideal client” design and ensure we are not penalizing good clients by having too many “bad” clients on our books.
Do you rank clients?
Do you designate client “tiers” in Karbon (via client type, client group, etc.)?
What is your ongoing frequency for this to ensure groups are adjusted properly?