People Tools

How Many Households Can You Really Serve?

Your hours, your service model, your growth rate — and the year you hit the wall. Then what a CSA or an associate advisor actually buys you.

Your Service Model

How many households you serve, how much of you each one gets, and how fast the book is growing.

Your book

Client households todayActive relationships you personally serve

New households added per yearNet of attrition

Average revenue per householdAnnual

Your hours

Hours you work per week

Weeks you work per year

Share of your time on client workMeetings, prep, follow-up, service — not prospecting or running the business

What each household costs you in hours

Review meetings per yearPer household

Hours per meetingIncluding prep and follow-up

Ad-hoc service hours per yearCalls, questions, paperwork, life events

Hire assumptions

Client Service Associate salaryBase — we add 20% for benefits and tools

Associate Advisor salaryBase — we add 20% for benefits and tools

Households You Can Serve Well

—

at your current service model

Years Until You Hit the Wall

—

at your current growth rate

Your Capacity Map & Hiring Scenarios

Where you stand today and four ways forward, in households and dollars.

Where You Stand

Households vs. capacity

Client hours used

Four Ways Forward

Same service model, four staffing scenarios. "Net if filled" is what the extra headroom is worth in revenue once you grow into it, minus the loaded cost of the hire.

Scenario	Capacity	Headroom	Runway	Revenue Capacity	Loaded Cost	Net If Filled

Assumptions: a Client Service Associate absorbs about 60% of ad-hoc service and 20% of meeting time (prep, scheduling, follow-up). An Associate Advisor works 45 hours a week at 65% client time and runs your service model. Change the salaries above to match your market.

Unlock My Capacity Map

See the year you hit the wall, and what a CSA or an associate advisor changes about it.

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