---
client: 
status: active
abn: 
first_job: 
last_job: 
total_revenue_8mo: 
type: client-knowledge
tags: [client, knowledge]
related:
  - "[[Operations/Jobs/...]]"
---

# {{Client Name}}

## Snapshot

| Field | Detail |
|---|---|
| **ABN / ACN** | |
| **First job (LFCS)** | YYYY-MM-DD — Job Number — Site |
| **Last job (LFCS)** | YYYY-MM-DD — Job Number — Site |
| **Total LFCS revenue (rolling 8-mo)** | $ ex-GST |
| **Currently active jobs** | Count: ; list below |
| **Status** | Active / Dormant / Lost |
| **Rate Card version signed** | V1.X (date) |

## Key Contacts

| Name | Role | Email | Phone | Notes |
|---|---|---|---|---|
| | | | | |

## Active Jobs

| Job Number | Site | Stage | Active Bid / PC | Notes |
|---|---|---|---|---|
| | | | | |

## Completed Jobs

| Job Number | Site | Total Value | Outcome | Lessons Learned link |
|---|---|---|---|---|
| | | | | |

## Payment History

| Claim | Job | Amount ex-GST | Due | Paid | Days to Pay | Notes |
|---|---|---|---|---|---|---|
| | | | | | | |

**Average days-to-pay:** TBC  
**Disputed claims:** TBC  
**Retention released on time?** Yes / No / Mixed

## Communication Patterns

*(How do they prefer to communicate — email / phone / Procore / WhatsApp? Who approves variations? Who signs dockets? Who chases invoices?)*

## Variation Behaviour

*(Do they accept reasonable variations or fight every dollar? What documentation do they require? What's their typical turnaround?)*

## Red Flags / Watch Points

*(Slow payment / scope creep / contract disputes / specific personalities — terse bullets)*

## What Helps When Working With Them

*(Tacit knowledge — what makes the relationship work, what triggers friction, what to lead with)*

## Cross-Reference

- Relevant lessons learned: [[Operations/lessons-learned/INDEX]]
- Relevant variation patterns: [[Operations/lessons-learned/by-topic/...]]
- Pricing-history per scope (if recurring scope type): [[lfcs-standards/pricing-history/...]]

---
*Append-only on Payment History + Lessons. Other sections updateable. Last updated: YYYY-MM-DD by {{agent}}.*