“Pull the list of every client who's left your firm over the past year or two, and put a dollar figure next to each one along with the specific service tier they were sitting on when they left… look at the timing too, alongside the price point.”

Future Firm Accounting Podcast · Not All Churn Is the Same

Play from 5:47
5:47

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What was described

Pull a list of every client who left in the past 1-2 years, note the dollar amount and service tier, and analyze timing of departure

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