Client Lifecycle & Relationship Intelligence

Meridian Strategy Group • Portfolio Health Monitor

Last Updated

Dec 18, 2024

Portfolio CLV

$8.4M

+12.3% QoQ

Avg Exec Engagement

+4 pts

Avg Service Breadth

3.2/6

-0.1

Portfolio NPS

Stable

At-Risk MRR

$142K

3 Clients

Expansion Pipeline

$380K

5 Opps

Portfolio Lifecycle Position

CLV by Client (Top 8)

NPS Trend vs Renewal Proximity

Thornfield Group

NPS 29 ↓23

67 days to renewal

Westbridge Corp

NPS 42 ↓8

92 days to renewal

Cascade Fintech

NPS 67 ↑15

184 days to renewal

Nexus Partners

NPS 61 ↑3

221 days to renewal

Harrow SaaS

NPS 58 →

156 days to renewal

Service Adoption

Strategy92%

Creative83%

Media75%

Analytics58%

Tech Services42%

Research33%

QBR Effectiveness

Avg Score 7.8/10

Executive Attendance 68%

Action Item Close Rate 82%

Next Steps Defined 100%

Avg Days Since Last 67

Whitespace Revenue

Total Identified

$380K

Analytics Expansion $140K

Tech Services $110K

Research Projects $80K

Media Upsell $50K

Client Health & Lifecycle Overview

Client	MRR	CLV	Exec Score	Services	NPS	CES	MAR	Renewal	Whitespace	Status
Thornfield Group	$58K	$892K	24	4/6	29	6.2	54%	67d	—	CRITICAL
Cascade Fintech	$44K	$680K	82	5/6	67	8.4	91%	184d	$180K	EXPAND
Harrow SaaS	$36.5K	$540K	71	3/6	58	7.1	58%	156d	$95K	HEALTHY
Nexus Partners	$32K	$495K	78	4/6	61	7.8	84%	221d	$40K	HEALTHY
Westbridge Corp	$28K	$410K	56	3/6	42	6.8	72%	92d	—	WATCH
Silverlake Ventures	$26K	$385K	69	2/6	55	7.3	79%	203d	$65K	HEALTHY
Meridian Pharma	$24K	$360K	38	2/6	36	5.9	61%	78d	—	AT RISK
Irongate Solutions	$22K	$325K	64	3/6	51	7.0	76%	145d	—	HEALTHY

Relationship Depth Score Distribution

Milestone Achievement Rate Trend

Client Effort Score by Touchpoint

Onboarding8.2/10

Project Kickoff7.8/10

Delivery7.3/10

Issue Resolution6.9/10

Invoicing6.4/10

Contract Renewal7.6/10

Top Actions Required

Thornfield: Emergency exec meeting

Book C-level meeting within 7 days. VP delegation = red flag.

Westbridge: NPS recovery plan

Schedule service review; identify pain points; 92 days to renewal.

Cascade: Analytics upsell pitch

Present $180K analytics+tech services expansion. Timing optimal.

Harrow: Service breadth expansion

Only 3/6 services active. Cross-sell media + research ($95K opp).

All Clients: QBR cadence review

3 clients overdue; ensure exec attendance >70% across portfolio.

Renewal Risk Alert — $142K MRR at immediate risk

Thornfield Group ($58K MRR): Exec sponsor disengaged 6 weeks ago, NPS collapsed 23 points, renewal in 67 days. Intervention required this week.

Meridian Pharma ($24K MRR): Low engagement score (38), declining NPS (36), only 2 services active. Renewal in 78 days. Service audit recommended.

Westbridge Corp ($28K MRR): NPS down 8 points in 30 days, renewal in 92 days. Watch status — proactive check-in scheduled.