# Review the health of my consulting or agency business

A quarterly review of revenue, client concentration, rates, utilization, and pipeline, with the few changes that matter most.

- Topic: Business Strategy & Startups
- Framework: RTF
- Level: Standard
- Tags: Finance, Health & Wellness, Sales, Analyze, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/review-the-health-of-my-consulting-or-agency-business

## Prompt

```text
Help me review how my consulting, freelance, or agency business is doing.

**Period:** [e.g. last quarter or last 12 months]
**Revenue by client:** [CLIENT LABEL and amount]
**Revenue by service type:** [BREAKDOWN]
**Hours worked and hours billed:** [NUMBERS]
**Rates charged:** [by client or service]
**Pipeline:** [proposals out, likely value, probability]
**Costs:** [team, subcontractors, software, other]
**My goals:** [income, hours, type of work]

Analyze:
1. Client concentration: the share of revenue from my top one and top three clients, and the risk if the biggest leaves.
2. Effective hourly rate by client and by service. Which work earns the most per hour and which earns the least?
3. Utilization: billed vs. worked hours and where the unbilled time goes.
4. Pipeline coverage: is there enough work to replace clients that might end?
5. Profit after costs, and the trend if I have earlier periods.
6. The three to five changes with the biggest impact, such as raising rates for specific clients, dropping low-value work, focusing on a service, or building pipeline.
7. A simple dashboard of 6-8 numbers to track every month.

Use only my numbers and show the math. Don't give tax or investment advice; flag where I should check with an accountant.
```

## What to fill in

- e.g. last quarter or last 12 months
- CLIENT LABEL and amount
- BREAKDOWN
- NUMBERS
- by client or service
- proposals out, likely value, probability
- team, subcontractors, software, other
- income, hours, type of work

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.