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Client Revenue/Engagement Scoring
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▲ 1 active in the last 90 days
1 use
Last discussed Oct 13, 2026
A client segmentation method that scores each household 1-10 on revenue and engagement, plots them in quadrants, and reviews the low/low quadrant for offboarding.
Recently discussed in
Ep 511: Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with ...
Michael Kitces · Oct 13, 2026
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Michael Kitces
uses
Used for: Annually identifying about 5% of households to transition to hourly engagements
Praised: Lets the firm keep 'swimming upstream'; clients are often relieved
"We created a revenue metric and an engagement metric and we score all of our clients based on those two metrics... clients that fall into that lower left-hand quadrant where revenue is low and engagement's low, we take a look at those households....."
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