A ranked list with reasons
Which clients will order again
Which clients will we invoice again in the next 90 days?
A ranked list with reasonsIllustration with sample data
Chance · will order again · expected repeat revenue
- #104286%$420
- #107974%$1180
- #111663%$260
- #115352%$940
- #119041%$310
The problem
Service firms lose clients by silence: nobody calls until the next project goes to someone else.
What you get
Call the clients least likely to come back before they forget you.
Each case comes with what it is worth, so the list is sorted by money, not just odds.
What you need
Your QuickBooks account, or a file of clients with their invoices.
- QuickBooks
How it works
- 01
Connect your tool, upload a file, or use sample data.
- 02
We learn from your past cases, check the result is honest, and explain it in plain words.
- 03
You get the list to act on, with reasons and the money at stake.
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