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Optimal Client Base

This initial analysis focuses on your optimal client base, a calculation which assumes you only have top priority clients.
Enter your responses in the yellow cells.
1. How many weeks do you have available for proactive client contact in a given year?
(Note that your answer should exclude time for holidays, conferences and statutory holidays)
weeks per year
2. How many hours a week do you work, on average? hours per week
3. How many hours per week should you devote to activities other than client management in order to build and grow your practice? Include business planning, new business development, meeting with/managing your team etc. hours on business development and management
4. How many hours a year do you estimate it takes to manage a top priority client relationship, including face to face meetings, telephone contact and preparation? hours per year per top client household
Your Optimal Client Base top client households
 

Available Capacity

This assessment takes into account the time you devote now to client contact and your capacity to add new, high priority, clients to your practice.
Answer Question 1 below.
1. How many hours a week do you currently devote to client management? hours per week
Therefore, you have hours available to manage new client relationships.
Therefore, you can add new top priority clients and still deliver quality service