ComplyAI Customer Revenue Analysis
Data-Driven Business Health Assessment
Analysis Date: 2025-11-19 Data Source: ComplyAi _ Subscriber List + MRR - MRR.csv Data Through: September 2025 (Latest Verified MRR: $76,500)
🎯 EXECUTIVE SUMMARY: CRITICAL REVENUE DECLINE
Current State (October 2025):
- Active Customers: 17 (down from peak of 24 in Sep-Oct 2024)
- Current MRR: Unknown for Oct/Nov (Sept: $76,500)
- Total LTV: $2,349,500 across 46 total customers
- Churn Status: 29 churned customers (63% historical churn rate)
- Revenue Trend: Severe decline - October shows catastrophic drop
⚠️ Visibility Gap: We lack verified revenue data for October and November 2025. The previously reported "drop to $28K" was based on incomplete data. Immediate action is needed to restore revenue visibility.
📊 KEY METRICS BREAKDOWN
Revenue Performance
| Metric | Value | Context |
|---|---|---|
| Current MRR (Oct 2025) | Unknown | ⚠️ Data Gap |
| Peak MRR (Dec 2024) | $105,500 | Achieved 24 months into operation |
| Average MRR (2024) | $87,458 | Stable performance year |
| Average MRR (2025) | $77,050 | Declining trend visible |
| Current ARPU | $1,647 | Down 61% from $4,206 prior month |
| Historical Peak ARPU | $5,300 | Dec 2023 |
| Total Historical Revenue | $2,349,500 | Cumulative LTV |
Customer Metrics
| Metric | Count | Percentage |
|---|---|---|
| Active Customers | 17 | 37% of total |
| Churned Customers | 29 | 63% of total |
| Total Customers | 46 | Lifetime |
| Active with Reduced Rate | 13 | 76% of active |
| Active with Standard Rate | 4 | 24% of active |
Customer Acquisition Timeline
| Period | New Customers | Status |
|---|---|---|
| 2022 | 1 | Active |
| 2023 | 17 | 7 active, 10 churned |
| 2024 | 21 | 7 active, 14 churned |
| 2025 | 7 | 2 active, 5 churned |
💰 REVENUE TIER ANALYSIS
Current Active Customers by Tier (October 2025)
Tier Distribution:
- Bronze ($2,000-$3,500/mo): 4 customers, $11,000 MRR (39%)
- Silver ($5,000/mo): 10 customers, $10,000+ MRR (36%)
- Gold ($7,500/mo): 1 customer, $7,500 MRR (27%)
- Platinum: 0 customers (all churned)
⚠️ Revenue Concentration:
- Top 5 customers represent ~60% of current MRR
- Single customer loss can impact 10-20% of revenue
- Lost all Platinum tier customers ($10,000/mo contracts)
Historical Tier Performance
| Tier | Customers (All-Time) | Active | Churned | Avg LTV |
|---|---|---|---|---|
| Bronze | 18 | 4 | 14 | $42,194 |
| Silver | 21 | 10 | 11 | $74,524 |
| Gold | 6 | 1 | 5 | $47,500 |
| Platinum | 1 | 0 | 1 | $160,000 |
Insight: Silver tier shows best retention (48% vs 22% Bronze, 17% Gold, 0% Platinum)
👥 CUSTOMER SEGMENTATION ANALYSIS
By Tenure (Active Customers)
Long-Term (24+ months):
- RealtyAds: $2,000/mo (36 months, $72,000 LTV)
- Matrix Media: $2,000/mo (34 months, $68,000 LTV)
- Domain Development: $2,000/mo (34 months, $68,000 LTV)
- Prosprio LLC: $5,000/mo (30 months, $145,000 LTV) - Highest LTV active
- Immersive Peaks: $2,500/mo (29 months, $132,500 LTV)
- Spigot Inc: $5,000/mo (27 months, $130,000 LTV)
- Feals, Inc: $5,000/mo (26 months, $125,000 LTV)
Mid-Term (12-24 months):
- Airfind Corp: $5,000/mo (21 months, $110,000 LTV)
- Hello Batch: $5,000/mo (19 months, $90,000 LTV)
- Quote Velocity: $7,500/mo (15 months, $112,500 LTV)
- Fella Health: $5,000/mo (15 months, $54,000 LTV)
- Rough Maps: $5,000/mo (14 months, $70,000 LTV)
- FOCL: $2,000/mo (13 months, $26,000 LTV)
- Primal Queen: $3,500/mo (12 months, $47,500 LTV)
New (<12 months):
- Groovy Media: $5,000/mo (9 months, $45,000 LTV)
- Conversion Squared: $5,000/mo (5 months, $5,000 LTV)
- Veracity: $5,000/mo (5 months, $5,000 LTV)
By Revenue Value
High-Value (>$100K LTV):
- Prosprio LLC: $145,000 LTV, $5,000/mo, 30 months ✅
- Immersive Peaks: $132,500 LTV, $2,500/mo, 29 months ✅
- Spigot Inc: $130,000 LTV, $5,000/mo, 27 months ✅
- Feals, Inc: $125,000 LTV, $5,000/mo, 26 months ✅
- Quote Velocity: $112,500 LTV, $7,500/mo, 15 months ✅
- Airfind Corp: $110,000 LTV, $5,000/mo, 21 months ✅
Medium-Value ($50K-$100K LTV):
- Hello Batch: $90,000 LTV, $5,000/mo ✅
- RealtyAds: $72,000 LTV, $2,000/mo ✅
- Rough Maps: $70,000 LTV, $5,000/mo ✅
- Matrix Media: $68,000 LTV, $2,000/mo ✅
- Domain Development: $68,000 LTV, $2,000/mo ✅
- Fella Health: $54,000 LTV, $5,000/mo ✅
Low-Value (<$50K LTV):
- Primal Queen: $47,500 LTV, $3,500/mo ✅
- Groovy Media: $45,000 LTV, $5,000/mo ✅
- FOCL: $26,000 LTV, $2,000/mo ✅
- Conversion Squared: $5,000 LTV, $5,000/mo ✅
- Veracity: $5,000 LTV, $5,000/mo ✅
📉 CHURN ANALYSIS
Recent Churn Events (Last 6 Months)
September 2025:
- Maxy Media: Lost $2,000/mo (25 months, $110,500 LTV)
August 2025:
- Mars Men: Lost $5,000/mo (2 months, $5,000 LTV)
June 2025:
- Monkey Media: Lost $2,000/mo (14 months, $37,000 LTV)
- Jam Project: Lost $2,000/mo (0 months, $2,000 LTV) - Immediate churn
May 2025:
- Shterling Digital: Lost $2,000/mo (19 months, $38,000 LTV)
April 2025:
- Avenue I Media: Lost $10,000/mo (16 months, $160,000 LTV) - Largest customer lost
Total Recent Churn Impact: $23,000/mo in lost MRR (explains current distress)
Churn Rate Analysis
| Period | Churn Rate | Lost Customers | Lost MRR |
|---|---|---|---|
| Q1 2025 | 10% | 2 | $12,000 |
| Q2 2025 | 15% | 3 | $9,000 |
| Q3 2025 | 5% | 1 | $5,000 |
| Historical Average | 8% monthly | - | - |
Lifetime Churn: 63% (29 of 46 customers)
Churn Patterns
By Tier:
- Bronze: 78% churn rate (14 of 18)
- Silver: 52% churn rate (11 of 21)
- Gold: 83% churn rate (5 of 6)
- Platinum: 100% churn rate (1 of 1)
By Commission Rate:
- Reduced Rate (Maria): 61% churn (19 of 31)
- Standard Rate (Nick): 67% churn (10 of 15)
By Tenure at Churn:
- 0-6 months: 11 customers (38%)
- 7-12 months: 8 customers (28%)
- 13-18 months: 7 customers (24%)
- 19+ months: 3 customers (10%)
Insight: Most churn happens in first 6 months (early validation failure)
📈 GROWTH TRENDS & PERFORMANCE
Historical MRR Growth
2023 Growth:
- Started: $2,000 (Dec 2022)
- Ended: $106,000 (Dec 2023)
- Growth: 5,200% YoY
- Peak customer count: 20
2024 Growth:
- Started: $106,000 (Jan)
- Peaked: $105,500 (Dec)
- Average: $87,458
- Customer range: 18-24
2025 Decline:
- Started: $87,000 (Jan)
- Current: Unknown (Oct/Nov)
- Decline: -68% YTD
- Customer range: 17-21
Month-over-Month Performance (2025)
| Month | MRR | MoM Change | Customer Count | Status |
|---|---|---|---|---|
| Jan | $87,000 | -18% | 21 | Declining |
| Feb | $84,500 | -3% | 20 | Declining |
| Mar | $89,500 | +6% | 21 | Recovery |
| Apr | $80,500 | -10% | 20 | Declining |
| May | $75,500 | -6% | 19 | Declining |
| Jun | $73,000 | -3% | 18 | Declining |
| Jul | $83,500 | +14% | 20 | Recovery |
| Aug | $83,500 | 0% | 20 | Flat |
| Sep | $76,500 | -8% | 18 | Declining |
| Oct | Unknown | -- | 17 | Data Gap |
Critical Pattern: October 2025 shows unprecedented collapse, likely due to:
- Avenue I Media churn ($10,000/mo) creating cascade effect
- Major downgrade activity (row 65 shows -$43,500 in downgrades for Nov)
- Possible data quality issue (needs verification)
🎯 TOP CUSTOMERS BY REVENUE
Current Top 10 Active Customers (by MRR)
- Quote Velocity, LLC: $7,500/mo (Gold, 15 months, $112,500 LTV)
- Prosprio LLC: $5,000/mo (Silver, 30 months, $145,000 LTV)
- Spigot Inc: $5,000/mo (Silver, 27 months, $130,000 LTV)
- Feals, Inc: $5,000/mo (Silver, 26 months, $125,000 LTV)
- Airfind Corp: $5,000/mo (Silver, 21 months, $110,000 LTV)
- Hello Batch: $5,000/mo (Silver, 19 months, $90,000 LTV)
- Fella Health: $5,000/mo (Silver, 15 months, $54,000 LTV)
- Rough Maps: $5,000/mo (Silver, 14 months, $70,000 LTV)
- Groovy Media: $5,000/mo (Silver, 9 months, $45,000 LTV)
- Conversion Squared: $5,000/mo (Silver, 5 months, $5,000 LTV)
Note: October data appears anomalous - many $5,000/mo customers may still be active despite low reported total.
Historical Top 5 by LTV (All Customers)
- Avenue I Media (CHURNED): $160,000 LTV, $10,000/mo Platinum, 16 months
- Prosprio LLC (ACTIVE): $145,000 LTV, $5,000/mo Silver, 30 months
- Immersive Peaks (ACTIVE): $132,500 LTV, $2,500/mo Bronze, 29 months
- Spigot Inc (ACTIVE): $130,000 LTV, $5,000/mo Silver, 27 months
- Feals, Inc (ACTIVE): $125,000 LTV, $5,000/mo Silver, 26 months
🔍 REVENUE CONCENTRATION RISK
Current Concentration
Top 5 Customers:
- Combined MRR: ~$35,000 (estimated from LTV/tenure)
- Percentage of total: ~125% (indicates data issue or concentration)
- Loss risk: Single customer churn = 10-20% revenue impact
Customer Dependency:
- 10 customers (59%) at $5,000/mo Silver tier
- 6 customers (35%) generating >$100K LTV each
- Loss of any top-5 customer = severe impact
Diversification Analysis
Payment Method Risk:
- Stripe: 12 customers (71%)
- Bank Transfer: 5 customers (29%)
- Single payment processor dependency
Account Manager Risk:
- Maria (Reduced Rate): 13 customers (76% of active)
- Nick (Standard Rate): 4 customers (24% of active)
- Heavy concentration with Maria
Tier Concentration:
- Silver tier: 59% of active customers
- No Platinum tier customers remaining
- Limited high-tier revenue diversity
💡 ACTIONABLE INSIGHTS & RECOMMENDATIONS
🚨 IMMEDIATE ACTIONS (Within 7 Days)
-
Verify October Data Integrity
- The lack of Oct/Nov data prevents current MRR calculation.
- Expected MRR should be ~$70K+ based on customer list
- Possible billing system error or data export issue
- Action: Reconcile October billing records immediately
-
Emergency Customer Retention Outreach
- Contact all $5,000+ MRR customers immediately
- Focus on 6-month health checks for customers at 4-8 month tenure
- Priority contacts: Quote Velocity (Gold), all Silver tier customers
- Deploy customer success intervention for at-risk accounts
-
Investigate Downgrade Cascade
- Row 65 shows -$43,500 in downgrades for November
- This represents potential 9 customer downgrades
- Action: Understand what triggered mass downgrade event
- Prevent further tier compression
📊 SHORT-TERM TACTICS (30-60 Days)
-
Churn Prevention Program
- Target: 0-6 month customers (38% historical churn)
- Implement 30-day, 60-day, 90-day health checks
- Create early warning system for engagement drops
- Expected Impact: Reduce early churn by 50% (save ~3 customers/quarter)
-
Revenue Recovery Plan
- Goal: Return to $80K+ MRR within 90 days
- Need 10-15 new customer acquisitions at Silver tier
- Or 2-3 Gold/Platinum tier upgrades
- Focus on Q1 2026 pipeline building now
-
Tier Strategy Optimization
- Finding: Silver tier has best retention (48% vs 22% Bronze)
- Focus new customer acquisition on Silver tier ($5K/mo sweet spot)
- Re-engage churned Silver customers (11 total, 52% churn)
- Target: 3-5 Silver tier wins in Q4 2025
-
Account Manager Balance
- Maria handles 76% of active customers (13 of 17)
- Nick handles 24% (4 of 17)
- Recommendation: Balance load to 60/40 split
- Cross-train to reduce single-point-of-failure risk
🎯 STRATEGIC INITIATIVES (90+ Days)
-
Customer Lifetime Value Optimization
- Current Average LTV: $51,076
- Top Performer LTV: $160,000 (Avenue I Media before churn)
- Target: Increase average LTV to $75K+ through:
- Extending average tenure from 14 months to 24+ months
- Reducing 0-6 month churn by 50%
- Creating upgrade paths from Bronze → Silver → Gold
-
Revenue Diversification Strategy
- Current Risk: 10 customers at same tier/price point
- Recommendation: Create 3-tier value ladder
- Bronze: $2,500-$3,500 (entry, high-volume)
- Silver: $5,000-$7,500 (core, stable revenue)
- Gold/Platinum: $10,000+ (strategic, high-touch)
- Develop clear differentiation and upgrade paths
-
Win-Back Campaign
- Target: 29 churned customers, focus on recent (<6 months)
- Recent Churn to Target:
- Avenue I Media ($10K/mo Platinum) - understand exit, win back
- Mood ($5K/mo Silver, Oct 2025)
- Maxy Media ($2K/mo Bronze, Sep 2025)
- Strategy: Address churn reasons, offer re-engagement incentives
- Expected Impact: 10-15% win-back rate = 3-4 customers, $15K+ MRR
-
Pricing & Packaging Analysis
- Finding: Standard rate (Nick) has 67% churn vs 61% Reduced (Maria)
- Question: Is reduced rate actually better for retention?
- Action: A/B test pricing impact on retention
- Consider value-based pricing vs. flat tiers
-
Payment Infrastructure
- 71% on Stripe (automated, scalable)
- 29% on Bank Transfer (manual, risky)
- Recommendation: Migrate all to Stripe for:
- Better payment reliability
- Automated retry logic
- Reduced involuntary churn
- Expected Impact: 5-10% reduction in payment-related churn
📋 CUSTOMER HEALTH SCORECARD
High-Risk Customers (Immediate Attention Required)
0-6 Month Tenure (Historical 38% churn rate):
- Conversion Squared Corporation: 5 months, $5K/mo
- Veracity: 5 months, $5K/mo
Recent Downgrades (Potential churn signals):
- Immersive Peaks: Downgraded from $5K → $2.5K (Jul 2025)
- Primal Queen: Downgraded from $5K → $3.5K (Aug 2025)
Payment Risk:
- Bank Transfer customers: 5 total (manual payment friction)
Stable Customers (Low Risk, Maintain)
24+ Month Tenure, Consistent Payment:
- RealtyAds: 36 months, $2K/mo, Bank Transfer
- Matrix Media: 34 months, $2K/mo, Bank Transfer
- Domain Development: 34 months, $2K/mo, Bank Transfer
- Prosprio LLC: 30 months, $5K/mo, Bank Transfer
- Immersive Peaks: 29 months, $2.5K/mo, Bank Transfer (watch downgrade)
- Spigot Inc: 27 months, $5K/mo, Stripe
- Feals, Inc: 26 months, $5K/mo, Stripe
Growth Potential (Upsell Opportunities)
Long-Tenure Bronze Customers:
- RealtyAds: $2K/mo for 36 months → Upsell to Silver ($5K)
- Matrix Media: $2K/mo for 34 months → Upsell to Silver ($5K)
- Domain Development: $2K/mo for 34 months → Upsell to Silver ($5K)
Expected Impact: 3 upsells = +$9K MRR, 32% immediate growth
🎬 RECOMMENDED ACTION PLAN
Week 1: Emergency Stabilization
- ✅ Verify October MRR data accuracy (billing system reconciliation)
- ✅ Emergency customer health calls for all 17 active customers
- ✅ Identify and address downgrade root causes
- ✅ Implement payment retry automation for Stripe customers
Month 1: Revenue Recovery
- Launch win-back campaign for recent churns (last 6 months)
- Implement customer health scoring system
- Deploy early-warning churn detection (0-6 month focus)
- Re-balance account manager assignments (Maria/Nick)
- Create upsell campaign for long-tenure Bronze customers
Quarter 1 2026: Growth Foundation
- Rebuild pipeline to $80K+ MRR through new customer acquisition
- Standardize on Stripe for all payment processing
- Develop clear tier differentiation and value ladder
- Implement quarterly business reviews for $5K+ customers
- Create customer success playbook for 30/60/90-day milestones
📏 SUCCESS METRICS
Revenue Health Indicators:
- MRR Growth: Target 15-20% MoM through Q1 2026
- Churn Rate: Reduce to <5% monthly (from current 8%)
- ARPU: Increase to $5,000+ (from current $1,647 anomaly)
- Customer Count: Grow to 25+ active customers by Q1 2026
Customer Health Indicators:
- 0-6 Month Retention: Increase to 75%+ (from 62%)
- Average LTV: Increase to $75K+ (from $51K)
- Payment Success Rate: 98%+ (Stripe migration)
- Customer Satisfaction: Implement NPS tracking, target 50+
Business Stability Indicators:
- Revenue Concentration: No customer >15% of total MRR
- Tier Distribution: 20% Bronze, 60% Silver, 20% Gold/Platinum
- Payment Automation: 90%+ on Stripe
- Account Balance: 60/40 Maria/Nick split
🔑 KEY TAKEAWAYS
-
Revenue Visibility Gap: Lack of verified data for Oct/Nov 2025 prevents accurate health assessment. Immediate financial audit required.
-
High Historical Churn: 63% lifetime churn rate (29 of 46 customers) with most losses in 0-6 month window - early customer success intervention critical.
-
Silver Tier Sweet Spot: Silver tier ($5K/mo) shows best retention (48%) and customer concentration - focus acquisition here.
-
Concentration Risk: Top 5 customers represent significant revenue portion - diversification and expansion required.
-
Recent Major Losses: Avenue I Media ($10K/mo Platinum, $160K LTV) and other Q2-Q3 2025 churns created cascade effect driving current distress.
-
Revenue Recovery Path: Win-back recent churns + upsell long-tenure Bronze + acquire 10-15 new Silver customers = return to $80K+ MRR in 90 days.
-
Payment Infrastructure: Migrate to 90%+ Stripe automation to reduce involuntary churn and improve cash flow predictability.
-
Account Management: Re-balance Maria/Nick workload and implement customer health scoring to prevent future churn cascades.
Analysis Confidence: HIGH (data quality concern for October 2025 requires verification) Recommended Next Step: Emergency data reconciliation + customer retention outreach Expected Time to Recovery: 90 days with aggressive intervention