Tools & templates
Client Concentration & Capacity Scorecard
A scorecard for checking how your current client mix affects leverage, risk, and sustainable capacity.
When to use this
- One client is starting to dominate revenue or calendar space.
- You are busy but still feel strategically weak.
- You want a simple monthly optionality check.
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See whether the work is strengthening your position or trapping it.
Client mix
Capacity shape
Risk and leverage
How to use this scorecard
Run this once a month, or whenever your calendar feels full but fragile. You are looking for concentration, not just busyness: who owns your revenue, your meetings, your mental load, and your leverage.
If the same client dominates three of those at once, treat it as a strategic warning even if the month looks healthy on paper.
Use with
FAQ
What if I cannot diversify yet?
Then price the concentration risk, protect terms harder, and keep some lightweight pipeline motion alive.
How to customize
- Add your own concentration threshold notes.
- Track the same measures monthly so the pattern gets obvious.
Common pitfalls
- Counting revenue only and ignoring mental load.
- Treating a packed calendar as proof of a strong position.
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