Graduating Clients The Right Way: A Thoughtful Approach To Sustainably Transition ‘Small’ Clients To On-Demand – Go Health Pro
Early in a firm’s life cycle, a founder might take on nearly any client (and their fees) just to generate enough revenue to ‘keep the lights on’. However, as the firm grows, some of those early clients may no longer be profitable to serve – especially if they generate lower fees than newly onboarded clients. … Read more
