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Weekly Review Meeting

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Pillar 3

Onboarding Accounts

Elecrical Distributors Association  ($324 MRR)

John I.Haas ($315 MRR)

Yet to Start

Onboarding in Progress

Red Spot Interactive ($324 MRR)

Grace Hill ($900 MRR)

Expansion

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Expansion Pipeline - 1st Quarter 2026

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Churned Accounts

  • Acrolinx
    Feb 18th, 2026

  • Home Doctor

    Feb 26th (Contract Ends) 

Confirmed Churn

  • Medsuite
    Contract Ended 

  • Partnerize

    POC Churn (No Revert)

Churn proposed but Persuing

Risk Accounts - 1st Quarter 2026

Dormant - 23 Accounts

  • Beveridge Medical Associates

  • Gator Bio

  • Elev8

Risky Accounts 

Why?

Dormant, Renewal on 17th Jan

Last payment pending since Dec '25

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  • Mexico Compunding 
  • Call Finder 
  • Skyword
  • PointClickCare
  • Naftali Viceroy
  • Losant
  • Just Capital
  • Sheridan Electric 
  • One Reach
  • Douglas Elliman (Ombelle)
  • 800 Responses
  • Cooper Lighting Solutions
  • Limited
  • Nulogy
  • Sunlogix
  • That Funny Agency
  • Sussman Educations
  • TPI Med
  • Dish Network
  • Stay n touch 
  • AFLAC
  • Tribal Scale
  • Centerline Digital

Success Plan/ Business Review

  • Elecrical Distributors Association
  • John I.Haas

  • Kalsec
  • ORO Labs
  • Barentz

Customer Success Plan

Annual Business Plan