Active clientUnique client account with at least one completed, invoiced engagement within the last 12 months.
Retained clientClient with a continuous engagement spanning 12+ months without a gap exceeding 3 months.
CampaignCompleted, invoiced marketing engagement or project in HubSpot. Voided, refunded, and test records excluded.
Client tenureElapsed time from first invoice to most recent invoice, averaged across all active clients.
Continuous operationNo gap exceeding 6 months between consecutive invoiced engagements across the business history.
Service mixDistribution of engagement types by count, trailing 24 months. From HubSpot engagement category field only.
Client geographyCities from billing address on active client accounts, trailing 24 months.
Revenue growthYear-over-year change in total invoiced revenue from QuickBooks. Compared against the same 12-month window in the prior year.
Retention ratePercentage of clients active 12 months ago who remain active today, based on continuous invoiced engagement.