| Client | MRR ▼ | LTV | Health | Last Svc | Tech | Margin | Stage |
|---|---|---|---|---|---|---|---|
Blue Croc LLCPlatinum | $2980 | $95.6K | 03/26/2026 | Mike Romero | 81% | ACTIVE | |
Danny DreyerPlatinum | $2500 | $62.0K | 03/26/2026 | JD Ouellette | 96% | ACTIVE | |
Jack BiltisPlatinum | $1560 | $194.3K | 03/30/2026 | JD Ouellette | 81% | ACTIVE | |
Laura DoranPlatinum | $1236 | $56.8K | 03/26/2026 | David Adams | 78% | ACTIVE | |
Pat & Marysue MichelsBronze | $1188 | $5.4K | 03/30/2026 | Mike Romero | 59% | AT RISK | |
Lisa IngermansonBronze | $1180 | $5.2K | 03/23/2026 | JD Ouellette | 65% | ACTIVE | |
Jim BeboutPlatinum | $1000 | $53.5K | 03/26/2026 | JD Ouellette | 91% | ACTIVE | |
Dan SchwabBronze | $918 | $918 | 03/17/2026 | David Adams | 72% | ACTIVE | |
Tom HendersonPlatinum | $865 | $23.4K | 03/27/2026 | Nick Adams | 67% | ACTIVE | |
Gunnar BergersonPlatinum | $800 | $24.2K | 03/26/2026 | JD Ouellette | 82% | ACTIVE | |
Krista FinnPlatinum | $792 | $50.8K | 03/24/2026 | JD Ouellette | 63% | ACTIVE | |
Mike ParkerGold | $790 | $16.5K | 03/25/2026 | JD Ouellette | 78% | ACTIVE | |
Jason MerckPlatinum | $772 | $20.0K | 03/25/2026 | David Adams | 58% | ACTIVE | |
Kirstin LundahlPlatinum | $728 | $22.8K | 03/25/2026 | Nick Adams | 66% | ACTIVE | |
Donovan McNabbSilver | $689 | $9.8K | 03/26/2026 | David Adams | 63% | ACTIVE | |
Uphoff InvestmentsPlatinum | $675 | $76.5K | 03/04/2026 | David Adams | 70% | ACTIVE | |
Suzette BrycePlatinum | $650 | $23.8K | 03/26/2026 | Nick Adams | 75% | ACTIVE | |
Cody SkinnerGold | $597 | $12.1K | 03/26/2026 | Nick Adams | 75% | ACTIVE | |
D'wayne SherwoodGold | $589 | $18.0K | 03/26/2026 | Nick Adams | 72% | ACTIVE | |
Pat HollandPlatinum | $540 | $22.5K | 03/24/2026 | JD Ouellette | 62% | ACTIVE | |
Shomo DasPlatinum | $529 | $22.8K | 03/27/2026 | JD Ouellette | 68% | ACTIVE | |
Pat LattoreGold | $503 | $17.9K | 03/23/2026 | David Adams | 70% | ACTIVE | |
Lori CanteroGold | $497 | $12.0K | 03/23/2026 | David Adams | 73% | ACTIVE | |
Nathan GregstonBronze | $495 | $3.4K | 03/26/2026 | JD Ouellette | 82% | ACTIVE | |
Dan & Sheila TimmGold | $485 | $13.7K | 03/30/2026 | David Adams | 61% | ACTIVE | |
Tracy StewartPlatinum | $483 | $19.3K | 03/26/2026 | JD Ouellette | 72% | ACTIVE | |
Chamberlain - Mummy Mountain | $480 | $0 | 03/27/2026 | David Adams | 66% | ACTIVE | |
Val HillGold | $478 | $17.9K | 03/26/2026 | Nick Adams | 72% | ACTIVE | |
Jessica KellerGold | $470 | $16.9K | 03/27/2026 | JD Ouellette | 54% | ACTIVE | |
Stephanie RiggsGold | $470 | $12.6K | 03/24/2026 | JD Ouellette | 59% | ACTIVE | |
Jay DeemsGold | $448 | $13.7K | 03/23/2026 | David Adams | 63% | ACTIVE | |
Jarilynne MerrillGold | $446 | $12.4K | 03/24/2026 | JD Ouellette | 70% | ACTIVE | |
Billie RawlingsGold | $436 | $18.3K | 03/25/2026 | Nick Adams | 64% | ACTIVE | |
Stacy WessonGold | $436 | $14.1K | 03/26/2026 | Nick Adams | 70% | ACTIVE | |
Irene PalmerGold | $425 | $11.0K | 03/26/2026 | Nick Adams | 67% | ACTIVE | |
Kevin WeissGold | $425 | $13.4K | 03/24/2026 | David Adams | 51% | ACTIVE | |
Raj MishraGold | $416 | $10.8K | 03/25/2026 | Nick Adams | 74% | ACTIVE | |
Rick PattersonGold | $406 | $17.6K | 03/25/2026 | JD Ouellette | 64% | ACTIVE | |
Chimyere McCallSilver | $404 | $7.1K | 03/26/2026 | Nick Adams | 69% | ACTIVE | |
Brian WrightBronze | $400 | $3.0K | 03/27/2026 | David Adams | 68% | AT RISK | |
Kerry BessGold | $400 | $15.1K | 03/24/2026 | David Adams | 84% | ACTIVE | |
Amber and Jerry GreenSilver | $398 | $7.7K | 03/27/2026 | David Adams | 68% | ACTIVE | |
Judy BakerGold | $398 | $14.0K | 03/25/2026 | Nick Adams | 70% | ACTIVE | |
Matt YounanPlatinum | $392 | $22.4K | 03/27/2026 | Nick Adams | 60% | AT RISK | |
David BennerGold | $389 | $11.4K | 03/27/2026 | David Adams | 70% | ACTIVE | |
Bert AlankoPlatinum | $381 | $37.2K | 03/27/2026 | David Adams | 54% | ACTIVE | |
Chris SlattGold | $376 | $14.2K | 03/25/2026 | JD Ouellette | 65% | ACTIVE | |
Randy ShellGold | $373 | $14.1K | 03/30/2026 | David Adams | 73% | ACTIVE | |
Daniel and Lois CompainPlatinum | $368 | $19.0K | 03/25/2026 | JD Ouellette | 48% | ACTIVE | |
Ivonka CarterBronze | $364 | $5.4K | 03/30/2026 | David Adams | 74% | ACTIVE | |
Jerry DimeoSilver | $360 | $6.7K | 03/30/2026 | Nick Adams | 75% | ACTIVE | |
Debbie RiegerGold | $358 | $13.4K | 03/25/2026 | Eddie Campbell | 81% | ACTIVE | |
Jeff KrueBronze | $350 | $940 | 03/30/2026 | JD Ouellette | 73% | AT RISK | |
David HorningGold | $346 | $12.2K | 03/24/2026 | JD Ouellette | 72% | ACTIVE | |
Jim DinanGold | $345 | $18.8K | 03/27/2026 | JD Ouellette | 72% | ACTIVE | |
Scott BrouseGold | $343 | $15.3K | 03/24/2026 | Nick Adams | 62% | ACTIVE | |
Samer YaganGold | $343 | $16.9K | 03/25/2026 | Eddie Campbell | 71% | AT RISK | |
Laurie BlairSilver | $340 | $10.2K | 03/27/2026 | David Adams | 75% | ACTIVE | |
Tom HanschBronze | $336 | $5.7K | 03/30/2026 | Nick Adams | 74% | AT RISK | |
Courtney JohnsonGold | $335 | $17.2K | 03/25/2026 | Nick Adams | 72% | AT RISK | |
Robby MotzGold | $335 | $12.5K | 03/25/2026 | David Adams | 80% | ACTIVE | |
Laurel HirstSilver | $327 | $9.6K | 03/25/2026 | Eddie Campbell | 73% | ACTIVE | |
Elaine DotsethSilver | $325 | $8.2K | 03/30/2026 | Nick Adams | 73% | ACTIVE | |
Leigh-Anne DemetriadesSilver | $325 | $8.6K | 03/30/2026 | David Adams | 76% | ACTIVE | |
Marc NassosSilver | $325 | $8.9K | 03/25/2026 | David Adams | 70% | ACTIVE | |
Frank and Karen WilleySilver | $319 | $7.9K | 03/23/2026 | David Adams | 65% | ACTIVE | |
Maureen CallinanBronze | $319 | $5.6K | 03/23/2026 | David Adams | 65% | ACTIVE | |
Mark SonnenbergGold | $318 | $11.3K | 03/25/2026 | David Adams | 68% | ACTIVE | |
Scott SimmonsGold | $314 | $14.0K | 03/25/2026 | Eddie Campbell | 76% | ACTIVE | |
Vincent ForgioneSilver | $314 | $8.1K | 03/26/2026 | Nick Adams | 64% | ACTIVE | |
Cindy DietzSilver | $310 | $7.7K | 03/25/2026 | Eddie Campbell | 79% | ACTIVE | |
Amna RashidBronze | $306 | $6.1K | 03/30/2026 | Nick Adams | 72% | ACTIVE | |
Scott TaubinGold | $300 | $16.6K | 03/25/2026 | David Adams | 51% | AT RISK | |
Chris Love | $300 | $0 | 03/25/2026 | Eddie Campbell | 57% | ACTIVE | |
Gary SokolaBronze | $300 | $3.8K | 03/24/2026 | JD Ouellette | 64% | ACTIVE | |
Heather GagneBronze | $297 | $3.3K | 03/23/2026 | JD Ouellette | 80% | ACTIVE | |
Lorrie KalosBronze | $295 | $1.8K | 03/24/2026 | Nick Adams | 69% | ACTIVE | |
Keegan and Cally SmithSilver | $294 | $7.7K | 03/24/2026 | Nick Adams | 74% | ACTIVE | |
Steven DotsethGold | $294 | $10.5K | 03/27/2026 | Nick Adams | 68% | ACTIVE | |
Kevin & Shelly JohnsonSilver | $291 | $10.1K | 03/27/2026 | Nick Adams | 74% | ACTIVE | |
Anthony BivinsSilver | $289 | $6.2K | 03/26/2026 | Nick Adams | 76% | ACTIVE | |
Jordan BurnsSilver | $289 | $7.1K | 03/24/2026 | Nick Adams | 74% | ACTIVE | |
Leigh Ann FloresBronze | $289 | $4.5K | 03/24/2026 | Nick Adams | 73% | ACTIVE | |
Sandy MooreBronze | $289 | $4.9K | 03/27/2026 | JD Ouellette | 75% | ACTIVE | |
Sean McDonoughBronze | $289 | $5.5K | 03/27/2026 | David Adams | 74% | ACTIVE | |
Jordan MummertSilver | $287 | $7.8K | 03/25/2026 | Nick Adams | 74% | ACTIVE | |
Art KellyBronze | $286 | $6.1K | 03/27/2026 | Nick Adams | 63% | ACTIVE | |
Stanford JohnsenSilver | $286 | $8.3K | 03/24/2026 | Nick Adams | 71% | ACTIVE | |
Rachel StalzerGold | $285 | $15.3K | 03/27/2026 | Nick Adams | 60% | ACTIVE | |
Jay HackneySilver | $281 | $10.4K | 03/24/2026 | David Adams | 72% | ACTIVE | |
Rick SmithSilver | $276 | $7.1K | 03/24/2026 | Nick Adams | 76% | ACTIVE | |
Taylor RussellBronze | $274 | $4.6K | 03/26/2026 | Nick Adams | 65% | ACTIVE | |
Nick ThurlowGold | $273 | $11.5K | 03/24/2026 | Nick Adams | 74% | ACTIVE | |
Neil CalfeeSilver | $270 | $7.1K | 03/25/2026 | Nick Adams | 72% | ACTIVE | |
Alice HeathSilver | $265 | $6.4K | 03/25/2026 | Nick Adams | 75% | ACTIVE | |
Karthik JarayamanSilver | $265 | $7.1K | 03/30/2026 | Nick Adams | 74% | ACTIVE | |
DJ EdwardsSilver | $262 | $6.8K | 03/24/2026 | Nick Adams | 65% | ACTIVE | |
Nisha KottekkatSilver | $262 | $7.6K | 03/30/2026 | Nick Adams | 74% | ACTIVE | |
Andrew DarrGold | $260 | $12.8K | 03/27/2026 | Nick Adams | 78% | ACTIVE | |
Maryam AkhavanSilver | $258 | $6.9K | 03/30/2026 | Nick Adams | 60% | ACTIVE | |
Bart HaidukSilver | $250 | $7.7K | 03/24/2026 | David Adams | 64% | ACTIVE | |
Matt BabbSilver | $250 | $6.4K | 03/27/2026 | Nick Adams | 73% | ACTIVE | |
Shawn Lytle | $250 | $0 | 03/25/2026 | Eddie Campbell | 68% | ACTIVE | |
Terri & Reed NettlesBronze | $247 | $6.0K | 03/25/2026 | Nick Adams | 69% | ACTIVE | |
Rebecca CloeSilver | $245 | $6.9K | 03/27/2026 | Nick Adams | 70% | ACTIVE | |
ResCare Arizona Inc UnkBronze | $242 | $484 | 03/11/2026 | Nick Adams | 69% | ACTIVE | |
Kevin WeilSilver | $240 | $7.2K | 03/26/2026 | Nick Adams | 72% | ACTIVE | |
Christopher PalmerSilver | $238 | $6.5K | 03/25/2026 | Nick Adams | 80% | ACTIVE | |
Alan FlandersBronze | $224 | $1.5K | 03/24/2026 | David Adams | 74% | ACTIVE | |
Lindsey RodriguezBronze | $223 | $378 | 03/27/2026 | Nick Adams | 74% | ACTIVE | |
Jason MerrellSilver | $220 | $7.0K | 03/24/2026 | JD Ouellette | 41% | ACTIVE | |
Laura Doran | $220 | $0 | 03/26/2026 | David Adams | 79% | ACTIVE | |
Ignatius LynottBronze | $198 | $2.5K | 03/24/2026 | David Adams | 70% | ACTIVE | |
Jason CrittendenBronze | $196 | $213 | 03/24/2026 | David Adams | 70% | ACTIVE | |
Ryan TonnemacherSilver | $196 | $9.0K | 03/24/2026 | Nick Adams | 73% | ACTIVE | |
Darwin WallSilver | $187 | $6.4K | 03/27/2026 | Nick Adams | 58% | ACTIVE | |
Jacque TraskBronze | $0 | $174 | 03/25/2026 | Nick Adams | 0% | ACTIVE | |
Jessica Lynn | $0 | $0 | 03/24/2026 | JD Ouellette | 0% | ACTIVE |