Clients
Client Growth Intelligence
Where the book is expanding, where it's dormant, and where the referrals originate.
Active clients
284
+18 this quarter
New (30d)
12
Returning
63%
Dormant
21
No activity 90d+
Client value matrix
Strategic+22%
2
clients · $850,000 revenue
Enterprise+14%
2
clients · $620,000 revenue
Growth+8%
3
clients · $240,000 revenue
Private-2%
1
clients · $74,000 revenue
Referral sources
- Existing clients46%
- Partner network22%
- Bar referrals15%
- Content / thought lead.11%
- Direct enquiry6%
Client acquisition funnel
Enquiries
128
Consultations
74
Retained
42
Repeat business
28
Strategic accounts
9
Executive Intelligence Deep-Dive
Growth cohorts, LTV distribution, referral flow.
Cohort growth · monthly clients
LTV concentration
Kestrel
508
Enterprise
28%
Meridian
412
Strategic
22%
Nordic
288
Enterprise
16%
Vertex
195
Strategic
11%
Lagos Bay
142
Growth
8%
Orion
118
Growth
6%
Halcyon
96
Growth
5%
Ashborn
74
Private
4%
Referral origination flow