1. Current Customer List:

   1. Hawks Mobile Detail
   2. Mason Automotive
   3. Anderson Homes
   4. Pacific Automotive Industries
   5. Conway Custom Carts
   6. Ascension Wellness
   7. Tropical Bliss

2. Profile of Targeted Market:

   1. Small Businesses, privately owned 100k-5m/annually, that are in the process of scaling & growing. Helping them grow revenues & scale internal processes while streamline workflows with tools we offer.
   2. Focus markets: independently owned businesses; automotive mechanics, automotive product & service based industries, Real estate investment entities & or home builders, Med spa & salons

   Target Revenues for 2026:

   1. Q1 - (jan1-feb23: 12,863.67) by EOQ march - $21,213 (current +1500^3+3850)
   2. Q2 - $56,250
   3. Q3 - $56,250
   4. Q4 - $56,250

Customer Churn Rate:

=(# of customers lost during period / # of customers start during period) x 100

1. Twist Digital Churn rate (past 6 months): 0% (one customer we fired over the year)

Average client revenue value per month or quarter:

1. Almost all of our clients are recurring or retainer based on top of their up front investment to launch or re do what another firm or agency has not fully executed properly. We often upsell monthly services then quarterly services separate for example, SEO blogs or page updates / add ons.
2. Average Up front Client Investment - $2,500-$15,000 ~ Avg: $6,500
3. Average Retainer Client Monthly - $1,250-$4,500 ~ Avg: $1,250
4. examples:
   1. Anderson Custom Homes: Upfront: $10,500 , Retainer/monthly: $1,500-2,500

HR Needed per quarter:

None at the moment

Pricing Structure:

• Up front fees for larger items such as web design and development
• $1,000/mo per service for businesses who don’t make at least $500k/yr in revenue
• $2,500+/mo for suite of services for businesses > $500k in revenue
• A la carte services available - one off designs usually for $200+ depending on complexity, $500-$1,000 research fees, $500/page for SEO optimized web page, etc.

Turned down Business lack of bandwidth:

Yes often turn down business for clients that are start ups & not in the position internally or revenues wise. Have turned down 5 clients in the last 3 months. We have yet to turn down business due to our own lack of bandwidth. We have increased pricing due to having less bandwidth but have not run out of bandwidth with our current team

Full time onboard - Wil: immediately. Strong majority of my time is already being allocated to twist digital marketing agency.

1. Capital Assets (computers & software purchases, by quarter) a. Subscriptions:

   1. Notion:
   2. Google Workspace:
   3. Domain names & hosting:
   4. Go High Level (CRM)
   5. SEM Rush (SEO tool)

2. Operating Expenses:

   Employee salaries: currently paying $6,300 / mo to 5 people

3. New Services or Packages introduced after being Funded:

   • Lower ticket, templated offerings for newly started businesses (such as mechanics) who would benefit from having a solid foundation (simple website + Google Business Profile Setup) that would set them up to become a retainer client.
   • Discover, acquire, and manage nano & micro influencer talent to help our clients grow
   • Packaged automations that create passive MRR

4. What would be marketing plan for adding new clients: