Summit Financial
InactiveFinancial Services
Lifetime Value
$267.2K
Total revenue to date
Monthly Recurring
—
No retainer
Projects
2
2 completed
Last Contact
167d
Oct 15, 2024
Contact Information
Contact Person
Marcus Williams
Email
marcus@summitfinancial.com
Client Since
April 15, 2024
Entry Service
GTM-in-a-Box (Foundation)
Notes
Completed initial GTM package and one follow-up project. Decided to hire in-house developer.
Projects
View All Projects| Project | Service | Status | Budget | Revenue | Margin | Timeline | Actions |
|---|---|---|---|---|---|---|---|
| GTM Foundation - Financial Services | GTM-in-a-Box (Foundation) | Completed | $5.0K | $5.0K | 60% | Apr 20 May 3 | View |
| Client Portal Development | Custom Web Application | Completed | $8.5K | $8.5K | 58% | Jun 10 Jul 12 | View |
Revenue History
September 2024$31.50K
August 2024$51.35K
July 2024$54.15K
June 2024$47.85K
May 2024$57.35K
April 2024$25.00K