The Busy Firm. Clients on track fell from 86% to 46% as the team stretched thin. If nothing changes it falls to about 29%. With weekly recovery plans and the new capacity, it is expected back at 82% by March.
Illustrative. Juniper Ridge Advisory is a fictional firm with a full year of modeled data, analyzed the way we analyze yours.
How to calculate it
At kickoff, agree on two or three measurable outcomes with each client. Then track the share of clients on track, weekly.
32 of 40 clients on track is 80%. If the 8 who aren't are also missing meetings, they're your retention risk.
You measure satisfaction, but not results.
Set outcomes at kickoff, review them monthly, and step in early when a client drifts.
Time from client leads.
Outcomes defined after the fact. This lever drives three others: clients who get results stay, refer, and accept price increases.