Run · ends in margin per client
Know which clients make money
You shouldn’t find out a retainer lost money at year end.
The steps.
- Connect the team and their rates.
- See margin by client and by person.
- Find the retainers being overserviced.
- Re-scope or re-price early, with a change order.
- Check again each month.
What good looks like
No surprises at year end.
The mistake people make
Absorbing scope creep as goodwill.