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Profit Recovery Scorecard

How much of your margin can you actually see?

Most operators can quote their revenue to the dollar. Ask which service line made the least money last month, or which accounts pay below standard rate, and it requires some real thinking. Standard reports serve an important purpose, but they weren't built to answer those questions and they leave money sitting inside the business itself.
This free scorecard takes about five minutes and scores your business across the six places margin slips out of a recurring-revenue company. You get your composite, your weakest areas, and a first move for each. No cost, and it's yours to keep.
Built by Kelsey Bartley, founder of Artemina Group, a margin-recovery advisory for recurring-revenue businesses.

About Your Organization

First Name

Company Name

Work Email

Role/Title

Primary Business Model

Annual Revenue

A
B
C
D
E

Pricing Discipline

Does a documented rate card exist for every service you sell?

A
B
C
D

When were the effective rates of comparable accounts last compared side by side?

A
B
C
D

When was your last full pricing review, with every service's rate deliberately reconsidered?

A
B
C
D