03/09/2026
The tools are what keep a client with you.
Any of you can build the spreadsheet. Nothing hard about setting up an Excel file and running the numbers yourself.
What makes it stick is being able to explain what the output means when the client asks.
They see 70% approval, conditional buy. They'll ask what conditional buy means, and if you can't answer that cleanly, the whole thing loses weight.
So the deck handles that part.
Every point in the scorecard has an explanation attached to it, so you can show why 100 units and above matters, why transaction volume matters, why the matrix is built the way it is.
The order matters too. Present the reasoning first, then bring out the scorecard.
By then they understand what they're looking at instead of just seeing a number.
Do it that way and the client stays with you, because nobody else is showing them how the decision gets made.