[Emil Dinev]

I wondered how everyone works out their top 20% of clients. Is there a formula to indicate who your most lucrative clients are ie job ticket, distance, service frequency etc.? Can data be put through a software to speed up things.

I would be interested to hear opinions...

Cheers
Emil

[Paul Clapham]

If you keep records in a database you can get all of this kind of data by using pivot tables, my 22 year old son set mine up for me and i can extrapolate all kinds of data from my data base.

It is quite easy to do, ( or like me get someone who knows a lot about data bases and explain to them how you need / would like to use the data ) you just have to be disciplined with inputting your data.   

[adrian marsh]

I tend to "extrapolate" every morning Paul, around 7am. Regular as clockwork

You and your fancy words

[Paul Clapham]

Thanks for sharing Adi ! 

[Mike Halliday]

It would takes years to work out the trend of who your top 20% are, if we were a business  that was used monthly then we could see quite quickly how much money we had earned from a given sector of our customers, but we are used every year to 18 months, so to see who are are most lucrative clients would take at least  5-7yrs

[Robert Banks]

Mike is quite right about how hard it is to get the data to really see where your biggest sources of revenue are. However, our powerful software can keep your customer data and enhance your business intelligence. We also offer multiple routing options that can find the shortest route and even suggest a job date and time so that jobs can be scheduled more closely, saving you driving time and gas.

See these features here

http://thoughtfulsystems.com/software/schedmgr/sm-service-business-software-mapping-capabilities.asp

As Mike mentioned, recurring customers can take up to a year between jobs. We have an email utility that you can use to set up email campaigns to customers after a job is completed, say six months to a year, to remind them to call if they need service. See

http://thoughtfulsystems.com/software/schedmgr/sm_service_business_software_email.asp

for samples of the types of email templates we offer.

For a full list of features, visit:

http://www.thoughtfulsystems.com/software/schedmgr/feature-list.asp

We hope you find this information useful so you can join thousands of other users in the U.K., the U.S., Australia, New Zealand, Canada and elsewhere who are enjoying the benefits of our software.

You can download a presentation demo at: http://www.thoughtfulsystems.com/software/schedmgr/sm-download-form.asp

Call us at 0207 617 7242 or visit the web site at http://www.thoughtfulsystems.com/

[Emil Dinev]

Ok, let's see what the criteria is to determine the top 20%. So far I've got

-   Total spend
-   Service frequency
-   Distance from office
-   Referrals
-   Reviews/feedback

Anyone like to add some wisdom ? 

[Simon@arenaclean]

Tea, Coffee, Biscuits or even bacon sarnies, one should start with the essentials 

Actually I know who my top 10% and can quite easily find out our gross income and profit on those clients because we visit them sometimes twice a month. These tend to be 4/5 star private hotels where their customer standards are high. In general though beyond the top 10% I would struggle and agree with Mike, it's easy for frequent customers but between 1-2 years for repeats etc would be more difficult but it would be interesting to find out.