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Client

Acme Consulting LLC

18-month engagement · Advisory retainer

Expansion Opportunities

→ Process audit — $12,500

→ Team training program — $8,000

→ Quarterly strategy review — $3,200/qtr

Risk Signals

▲ No proactive contact in 47 days

▲ Invoice dispute flagged Q3

Service Gaps

→ No tax planning engagement

→ Succession planning not discussed