Executive Overview
AI Analysis
Revenue reached $759.8K over 12 months (up 3.5% YoY) with margins improving to 61% from 54%. The portfolio balances three models: custom bespoke projects (54% of revenue), productized packages (22%, growing 28% annually), and monthly retainers (25%, providing $11.6K in recurring MRR). With 10 active clients and the team at 88% utilization, capacity exists for 2-3 new projects while maintaining quality.
Revenue (12M)$759.8K
+3.5%
MRR$11.6K
+1.8%
Active Projects6
+0.0%
Active Clients10
+0.0%
Average Margin61.0%
+2.1%
Lead Conversion22.2%
+2.4%
Revenue Overview
12-Month Revenue Trend
Productized
Bespoke
Retainer
Revenue by Products
Productized Services (Mar 25)
GTM-in-a-Box$18.0K
Dashboard Intelligence$6.0K
Vibe-Coding Cleanup$4.5K
Technical SEO$3.8K
Automation Workflows$3.0K
Lighthouse 95+$1.7K
Top Lead Sources
Customer acquisition by channel (Q1 2025)
Lead Conversion Funnel
Q1 2025 (Jan-Mar)
Active Projects
6 active projects
Productized2
Retainer4
Bespoke0
New Business
3 new clients (+50%)
Team Utilization
86% avg
Marcus Rodriguez96%
6h
Priya Patel90%
16h
Alex Thompson88%
19h
Sarah Chen85%
24h
Jamie Lee72%
45h
Active Projects
6 projects currently in progress
| Client | Project | Service | Budget | Actual | Margin | Status |
|---|---|---|---|---|---|---|
CloudStream.io | API Integration - Payment Gateway Stripe payment gateway integration | Capacity Retainer (Starter) | Retainer | $0.6K | 60% | In Progress |
Catalyst Consulting | Platform Scaling & Optimization Performance optimization and new integrations | Capacity Retainer (Growth) | Retainer | $2.8K | 30% | In Progress |
Metro Logistics Co | Logistics Automation Workflows Custom automation for shipment tracking and notifications | Automation Workflows | $8.0K | $3.5K | 56% | In Progress |
BrightWave Digital | Performance Optimization & SEO Ongoing optimization and technical SEO improvements | Capacity Retainer (Growth) | Retainer | $1.6K | 60% | In Progress |
Greenfield Ventures | Real Estate Analytics Dashboard Custom analytics dashboard with property performance metrics | Dashboard Intelligence | $6.0K | $3.0K | 50% | In Progress |
Urban Eats | Restaurant Platform Maintenance Ongoing maintenance and small feature additions | Capacity Retainer (Starter) | Retainer | $1.2K | 20% | In Progress |