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See what the Relationship Blind Spot is costing your firm. Calculate your annual Revenue Gap in 90 seconds →

DIAGNOSTIC TOOL

The Relationship Revenue Gap Calculator

A six-question diagnostic tool designed for boutique professional services firm founders. Complete it in roughly 90 seconds. Every number in the output is derived from your own answers - no hidden anchors, no industry averages, no arbitrary assumptions. The output is your firm's Relationship Revenue Gap, expressed as annual revenue at risk.

Built by Shampa Bagchi - A decade building CRM software, now building what comes after CRM.

Free 90-second diagnostic

Your firm has a Relationship Blind Spot. It's creating a revenue gap you've never measured.

Calculate your Relationship Revenue Gap in 90 seconds.

6 questions · Your own numbers · No login required

What you'll find out

Your Revenue Gap Annual revenue sitting in inactive relationships
Your Blind Spot Size How many relationships are going unmanaged
Your Cost Per Relationship Revenue lost for each unmanaged relationship per year
Your Personalised Report A full breakdown based on your own numbers

Question 1 of 6

How many client engagements did your firm run last year?

Fewer than 5 5 - 10 10 - 20 20 - 40 40 - 75 More than 75

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Question 2 of 6

Roughly what share of those came through existing relationships - referrals, returning clients, alumni, partner intros?

Under 25% 25% - 50% 50% - 75% Over 75%

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Question 3 of 6

Across your firm's history, roughly how many former clients have you served - work completed, not currently engaged?

Under 25 25 - 75 75 - 150 150 - 300 300 - 600 Over 600

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Question 4 of 6

Beyond clients, how many people in your network could plausibly send you business - referral partners, advisors, board members, people who've vouched for you?

Under 25 25 - 50 50 - 100 100 - 200 200 - 400 Over 400

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Question 5 of 6

Honestly - how many of those relationships are actively managed today? Someone owns them, there's a next step, and the firm - not one partner's memory - knows where things stand.

Almost none - they live in inboxes and in people's heads Under 10% - we have a CRM but it's mostly empty or out of date 10% - 25% - our customers are tracked, but not much else 25% - 50% - we manage clients and some referral sources Over 50% - most of our key relationships are systematically captured

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Question 6 of 6

Last question. To turn your gap into dollars - roughly what was your firm's revenue last year?

Under $1M $1M - $3M $3M - $5M $5M - $10M $10M - $20M $20M - $50M Over $50M

Used only to size your Revenue Gap. A range is all we need - nothing is tied to you.

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Your Relationship Revenue Gap: $M per year.

Get your full report - your Blind Spot size, cost per relationship, and how to start closing the gap.

That's typical for firms your size that actively manage under % of their relationships (from your answer to question 5).

Built by Shampa Bagchi
A decade building CRM software, now building what comes after CRM.

Your Relationship Revenue Gap is ready.

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