Find which existing client accounts justify a closer look.
I screen a B2B client base for signs that the current relationship may not cover what the client business requires now.
Accounts where the current scope may be incomplete.
Some gaps were present from the start. Others emerge as the client business changes. The portfolio view is designed to decide where deeper analysis is worth the effort.
What you already provide
The present service, implementation or account scope and the context your team already knows.
What the account may require now
Public evidence about the business model, operating structure and material changes relevant to your work.
Where to look deeper
Accounts are separated by strength of evidence and whether a material unaddressed need appears plausible.
A shortlist for deeper account analysis.
The output identifies which accounts deserve a Client Situation Review, why, and what remains unknown. It does not assume that every account should produce another project.
Selected accounts can then move into a deeper review.
Tell me roughly how many accounts you want to examine.
I will scope the first pass around portfolio size, available context and the depth you need.