Client Roadmap Calculator
Advanced Client Solution Roadmap Calculator
Erick Simpson’s Advanced Client Solution Roadmap Calculator ensures you consistently introduce all your products & services to every client.
Erick Simpson’s Advanced Client Solution Roadmap Calculator ensures you are consistently and intentionally introducing each of your products, services and solutions to every one of your clients, and forecasts your current and potential revenue. This business-winning tool has helped thousands of IT providers generate up to 40% additional revenue from their existing clients.
- List all clients in the 1st column of the calculator
- Add all services/solutions they may ever need in the 1st row of the calculator
- Find additional vendors/strategic partners to fulfill services your clients need but you don’t deliver and share revenue
- Add pricing for all of your services in the 2nd row of the calculator
- Complete all requested client demographic information
- Shade cells red if client does NOT have the solution you recommend (use the specific shade in the calculator, as formulas are triggered by shade)
- Shade cells green if client DOES have the solution you recommend (use the specific shade in the calculator, as formulas are triggered by shade)
- Put together a marketing and sales plan to go after 1 new low-hanging fruit service or solution in red that you can quickly sell and implement each month
- Rinse and repeat and watch your Advanced Client Solution Roadmap get greener and greener
- Review yearly and monthly actual and potential revenues at the bottom of the calculator