Rank clients into key, grow, maintain and stop tiers
We take off your hands: working out which clients deserve the most effort from margins, payments, repeat work and the pipeline.
You get: a proposed tier for every client with its scores, then account plan prompts, contact targets and bid priorities from the tiers your directors agree.
Get a price for thisOr check first: Are we ready for AI?
The problem
We spend the same effort on every client, including the ones we lose money on.
How it works
What comes in
- Job margins by client, payment data, CRM activity, tender history, pipeline
What AI does
Calculates client scores, proposes tiers and generates contact and bid priorities from the agreed tiers.
What you get
- Client tier list, account plan prompts and contact targets
Who signs it off
Your directors decide the final tiers and any client to stop chasing.
What it needs to work
- Margins and payments linked to clients
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Main contractors
- Specialist subcontractors
- Surveyors and cost consultants
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?