Clients

AI Analysis

Portfolio of 18 clients spans three stages: 10 active accounts driving current revenue, 4 retainer relationships providing $11.6K monthly recurring revenue, and 2 paused engagements with reactivation potential. Three new clients joined this quarter, primarily through referrals (33% conversion—highest of all lead sources). Five inactive accounts represent upsell opportunities. The mix of productized packages and retainer relationships creates more predictable revenue than custom project work alone.

Active Clients10
4 on retainer
Total LTV$762.3K
Lifetime value
Monthly Recurring$11.6K
From 4 retainer clients
Avg LTV$76,230
Per client
All Clients
ClientIndustryStatusLTVMRRProjectsLast Contact
Acme E-commerce
E-commerceActive$3.1K1
Mar 28
3d ago
TechStart Labs
SaaSActive$17.0K1
Feb 28
31d ago
BrightWave Digital
Marketing AgencyActive$44.0K$4.0K2+1
Mar 29
2d ago
Greenfield Ventures
Real EstateActive$91.9K0+1
Mar 28
3d ago
Pixel Perfect Studios
Design AgencyActive$7.0K1
Jan 15
75d ago
Nexus Health
HealthcareActive$35.0K1
Mar 25
6d ago
CloudStream.io
SaaSActive$7.5K$1.5K1+1
Mar 27
4d ago
Metro Logistics Co
LogisticsActive$11.1K0+1
Mar 30
1d ago
Catalyst Consulting
Business ConsultingActive$55.6K$4.6K2+1
Mar 31
0d ago
Urban Eats
Food & BeverageActive$7.5K$1.5K0+1
Mar 27
4d ago
Summit Financial
Financial ServicesInactive$267.2K2
Oct 15
167d ago
Velocity Startup
SaaSInactive$21.0K2
Nov 20
131d ago
Legacy Retail Co
RetailInactive$38.1K1
Sep 5
207d ago
Innovate Education
EducationInactive$10.0K1
Nov 10
141d ago
Coastal Properties
Real EstateInactive$8.8K1
Feb 5
54d ago
Horizon Tech
TechnologyInactive$56.0K2
Feb 20
39d ago
Fusion Media Group
MediaInactive$74.1K1
Mar 10
21d ago
Quantum Labs
ResearchInactive$7.5K1
Jan 25
65d ago