Good morning, Rich. Three things today.
Friday, March 21 · 14 active clients · 23 projects in flight
MRR
$68.4k
↑ 14.2% vs last 30d
Team Utilization
78%
↑ 3.1pp vs target 75%
Client Retention
94%
↑ 2 clients renewed this mo.
Proposal Win Rate
62%
↓ 8pp 3 losses in March
Revenue · Last 12 weeks
ActualTarget
Recent activity
Fieldnote signed annual renewal · $48k
12mNew proposal sent to Mercer & Co.
1hInvoice #0421 overdue · Quiet Harbor
3hWeekly report sent to Studio on Cedar
YesterdayCold Water Surf homepage shipped
Yesterday5-star review from Mercer & Co.
Mar 19New discovery call booked · Valisys
Mar 19Active projects
Discovery6
Valisys — Brand audit
NEWThis week
Northbeam — Redesign scope
NEWMar 24
Windwater — Strategy doc
Mar 26
In flight11
Fieldnote — Full rebuild
ON TRACK48%
Quiet Harbor — Lookbook
ON TRACK72%
Cold Water — Booking flow
AT RISKDue Mar 30
Studio Cedar — Recital page
ON TRACK90%
Review6
Mercer — Podcast landing
Client review
Fieldnote — Writing index
Internal QA
Cold Water — SEO audit
Final pass
Revenue by segment
Consultants$30k · 44%
Therapists$22k · 32%
Coaches$12k · 18%
Other$4k · 6%
Team utilization · Last 14 days
Rich
Priya
James
Ethan
Nora
Top clients
All 14 →| Client | Segment | Status | Active project | Progress | MRR | Since |
|---|---|---|---|---|---|---|
FN Fieldnote Strategy | Consultant | Renewed | Full website rebuild | $12,000 | Jan '25 | |
QH Quiet Harbor | Therapist | Active | Marketing site + lookbook | $8,500 | Nov '24 | |
MC Mercer & Co. | Coach | Active | Podcast landing page | $6,200 | Feb '25 | |
CW Cold Water Surf | Outdoor | Active | Booking flow + SEO | $4,800 | Dec '24 | |
SC Studio on Cedar | Music | Active | Recital page + student portal | $3,200 | Oct '24 | |
VL Valisys | Consultant | Discovery | Brand audit | — | Mar '26 |