“She has really worked hard on helping understand the gross margins per employee, but also per client… some of the clients that we like the most are also our least efficient”
The Pro Serv Podcast: Grow, Scale, and Exit a Boutique Professional Services Firm · Scaling Is Subtraction: What the Founder Has to Stop Doing with Todd Rapp | Episode 275
Play from 11:32
11:32
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What was described
Engaged a fractional CFO (Clifton, Larson, Allen) to calculate gross margin per employee and per client, revealing which clients are low-efficiency
Said nearby on the same subject
“Even if you say eight to 12 times a month, you post, get you two qualified leads. If you doubled that, you could get four, which means you convert one, one client per month.”
CM
Clay Mosley
Freelance to Founder ·
Hard number8-12 posts per month → 2 qualified leads; double posts → 4 leads; 1 cl…Share this moment
“About 50% of our clients have engaged with that. That was great for CTS and great for our clients.”
“One of my most favorite things for client service is just using Otter transcripts, which we may migrate to zoom, getting so many insights around what clients are asking for sentiment of clients.”