Northpath StudioSample
Monthly Performance Report · Marketing & SEO Agency · May 2026
Connects toStripeQuickBooksHubSpot CRMGoogle AdsMeta AdsGA4
Case study · Boutique marketing & SEO agency
Northpath Studio (sample agency)
Challenge
Leadership could see top-line MRR but not the movement underneath it, so expansion and churn cancelled out invisibly and at-risk retainers only surfaced once a client had already given notice.
Approach
We pulled Stripe and QuickBooks for the MRR bridge, HubSpot for the lead-to-close funnel, and the ad platforms for client-campaign ROAS, then layered a per-client retention table with trend and status.
Result
At-risk accounts now get flagged early enough to schedule a QBR before renewal, and the MRR movement view makes new, expansion, and churn legible month over month.
Period
Insight of the month
MRR retained at $60,877 (+7.8% MoM) across 23 clients, NRR 108%. Watch: 2 accounts flagged at-risk; prioritize QBRs this cycle.
MRR Retained
$60,877
▲ 7.8% vs last month
target $50,000
Net Revenue Retention
108%
▲ 1.3% vs last month
target 100%
Blended CAC
$1,984
▼ 3.6% vs last month
target $2,000
Active Clients
23
▲ 9.5% vs last month
target 20
Recurring revenue (MRR) by month
MRR & active clients by month
MRR movement (last month)
Blended ROAS by channel
MRR by client
- Aster Dental Group$5,400 · 31%
- Vela Home Services$3,900 · 22%
- Pinewood Realty$3,200 · 18%
- Coastal Pediatrics$2,800 · 16%
- Brightline Gyms$2,400 · 14%
Lead-to-close funnel
| Stage | Count | Conv. from prior |
|---|---|---|
| Leads | 240 | 100% |
| Qualified | 96 | 40% |
| Proposals | 41 | 43% |
| Won | 14 | 34% |
Client retention
| Client | MRR | Tenure (mo) | 6-mo | Status |
|---|---|---|---|---|
| Aster Dental Group | $5,400 | 22 | Active | |
| Vela Home Services | $3,900 | 14 | Active | |
| Pinewood Realty | $3,200 | 9 | Active | |
| Coastal Pediatrics | $2,800 | 5 | At risk | |
| Brightline Gyms | $2,400 | 3 | At risk |
2 accounts flagged at-risk (declining engagement or month-to-month). Prioritize QBRs this cycle.
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