Page 1
Full Client Roster
All 82 clients with MRR, contract dates, contact info, and client type. Searchable and filterable.
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Page 2
MRR Tier Analysis
Clients segmented by revenue tier — from Enterprise ($16K+/mo) to Micro (under $500/mo).
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Page 3
Renewals & Action Items
Contracts renewing in the next 12 months plus DanTech migration tracker — clients needing contract paperwork.
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Page 4
90-Day Roadmap
Director of Client Engagement onboarding plan — three phases covering listen, build, and prove.
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Page 5
Toolset & Data
Overview of the tools, platforms, and data sources used by the Client Engagement department.
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Page 6
Agreement Renewal Forecast
All managed service agreement expirations grouped by month, with +3% renewal MRR forecast and revenue uplift projections.
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