Your clients buy one service. They would have bought three
The client who only has bookkeeping with you is the one who will leave for a firm that offers the rest.
Opportunities detected last night
ExampleM. Exemple
41% past the usual 365-day rhythm
€45
62% chance
Mme Modèle
Booked the same service three times, never the next one
€75
38% chance
Mme Fictive
Slot freed up on Thursday at 2 pm, a time they usually accept
€30
51% chance
Expected value across these three lines
€72
What costs you most, and nobody sees
- Additional services never offered
- Clients lost to firms with a broader offering
- No overall view of who has what
Three levers, tuned to your trade
Spot the missing services
The engine compares each client with similar ones and flags what that client doesn't have.
Put a figure on it before you offer
Every opportunity carries an amount based on the fees you actually charge.
Follow the deadlines
Statutory dates become useful reasons to get in touch, not administrative reminders.
The starting return interval for this trade is 365 days, or roughly 52 weeks. It is then recalculated from your real data, client by client.
The sums, assumptions on show
No customer is quoted here. This is arithmetic you can redo with your own numbers: swap the assumptions for yours and the reasoning still holds.
- 90 clients
- 10 eligible for a payroll and HR service
- 3 signed, €2,400 a year
3 × €2,400 = €7,200 of recurring revenue added.
A different trade?
Your next customers are already in your sales history.
Connect your data and look at the list. The analysis is free, and nothing is sent without your say-so.