r/CFP•
Florichigan

Serving clients by tier spreadsheet

Practice Management

Sorry if wrong group for this.

Hired a coach, helped me with a spreadsheet to serve each tier of clients. Problem is it forced everything to start January so by mid year there is nothing for my team to do. We are “caught up”. Yes we’ll eventually be at capacity but until…

I can either manually divide things out each month OR redo spreadsheet to automate this. Problem is I know excel only enough to be dangerous.

TLDR: do you have a spreadsheet to spread your service to each client tier over the year or a contact who could create this that you’d be willing to introduce me to? Trying to take HH/tiers and divide by 10 (I serve a tiers during other 2 surge months as much as I’m able).

Posted Jun 1, 2025, 12:20 AM UTC

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