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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) |
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weeks per year |
| 2. How many hours a week do you work, on average? |
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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. |
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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? |
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hours per year per top client household |
| Your Optimal Client Base |
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top client households |
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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? |
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hours per week |
| Therefore, you have |
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hours available to manage new client relationships. |
| Therefore, you can add |
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new top priority clients and still deliver quality service |
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