A clear account baseline
A working view of account economics, renewal dates, delivery commitments, and relationship concerns, using the evidence you can provide.
Client Profit & Retention Review
Know which clients need your attention. And why.
When every account feels different, it’s hard to see the pattern. We look across your client relationships and the work behind them to separate isolated issues from the problems that keep repeating.
What you walk away with.
A focused review of your accounts, commitments, and delivery economics, with a practical plan for what to fix first.
The gaps behind the symptoms
Where scope, handoffs, expectations, or account ownership are making delivery harder and relationships more fragile.
Three priorities worth acting on
Ranked interventions with a named owner, an immediate next step, and the evidence we’ll use to judge progress.
A decision, not another deck
A 90-minute workshop and a scoped implementation brief your leadership team can act on.
This is a management review, not a financial audit or a guarantee of future retention. Incomplete cost or account data is flagged in the baseline. Implementation is a separate engagement.
How the engagement works
A clear path through.
Start with the evidence
We agree on the accounts in scope and gather the contracts, delivery records, financial inputs, and renewal information available.
Listen and connect the dots
We speak to three internal stakeholders and, with your authorization, up to two customers. We distinguish recorded facts from assumptions.
Choose the next move
We work through the findings together, agree the three priorities, and define a practical implementation scope.
Before we begin
A good fit when…
You suspect the business is losing time, margin, or client confidence, but the causes are scattered across teams and systems.
What we need from your side
An internal owner, access to agreed account and delivery records, and timely introductions to the people involved.
All prices in USD. Applicable taxes and third-party software costs are additional. Partner setup: $1,500, waived after an equivalent 3reesixty build completed within the previous 60 days. Final scope is agreed in writing before work begins.
Compare all engagementsYour existing clients deserve a closer look.
Start with a
better conversation.
Tell us what’s happening across your accounts. We’ll talk through where 3reesixty could help, and whether there’s a fit.
Book a conversationSee scope and pricing first