Sep '25 • General Discussion 💬
My Client Tracking Spreadsheet Leaked - Here's Every Number
Accidentally shared my screen during a demo. Full client spreadsheet visible. Instead of panicking, I'm sharing it all.
THE COMPLETE CLIENT BREAKDOWN
LOCAL BUSINESSES (Under 50 employees)
12 clients
Average: $850/month
Common: Invoice processing, receipt scanning
Total: $18,200/month
MID-MARKET (50-500 employees)
6 clients
Average: $2,400/month
Common: Contract analysis, multi-location processing
Total: $10,400/month
ENTERPRISE (Over 500)
2 clients
Average: $4,800/month
Common: Complex integrations, high volume
Total: $9,600/month
Monthly total: $18,200. Wait, that's over the cap. Let me recalculate...
Actually sitting at $12,400/month after recent adjustments.
THE TIME INVESTMENT REALITY
Local: 2 hours setup, 30 min/month maintenance
Mid-market: 8 hours setup, 2 hours/month maintenance
Enterprise: 40 hours setup, 8 hours/month maintenance
THE PROFITABILITY TRUTH
Local: $425/hour effective rate
Mid-market: $300/hour effective rate
Enterprise: $120/hour effective rate
Guess which segment I'm focusing on now?
THE RETENTION NUMBERS
Local: 92% stay past 6 months
Mid-market: 88% stay past 6 months
Enterprise: 100% stay (too painful to switch)
THE ACQUISITION COST
Local: Usually free (referrals)
Mid-market: ~$200 in time/demos
Enterprise: ~$2,000 in sales process
THE TOOLS THAT POWER IT ALL
n8n: 90% of workflows
Make: 8% (client preference)
Zapier: 2% (legacy clients)
THE LESSON FROM THE LEAK
Transparency builds trust. Showing real numbers helps everyone. We all start somewhere.
Current goal: 30 local clients at $1,000/month average. Simple, profitable, sustainable.
What's your actual breakdown? No shame in small numbers. I started at $0 too.
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My Client Tracking Spreadsheet Leaked - Here's Every Number
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