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CASE Tool 7-1: Client Evaluation

Do you know who your best clients are? Do you know where you should be focusing your marketing and sales efforts to maximize the financial performance of your firm? You may be surprised. This spreadsheet will help you decide which clients are your best clients, which are your good clients, and which are your bad and ugly clients.
Available for immediate download. Hard copy not available.
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Resource Type

Coalition Publication

Topic Area

CASE, Coalition


December 7, 2018

Resource Link

View Resource

ACEC Member Price

$ 15.00

Coalition Member Price

$ 0.00

Non-Member Price

$ 30.00

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