Growth
Where to expand & who to keep · May 2026
Expansion gap
165
not onboarded
Adoption
45.0%
135 of 300 clients
Dormant
15
to re-engage
Onboarded
135
paying
Onboarding over time
Clients onboarded to printing, cumulative — climbing to 135 this month.
0
Dec
17
Jan
39
Feb
67
Mar
99
Apr
135
May
Upsell targets
0 clientsSubscribed clients not yet on any automation — pitch Rate Drop (6×9 Postcard), your most-adopted trigger.
Every client is automating. 🎉
Retention risk
Active subscriptions with no campaign this month — re-engage before they lapse.
- Anchor Home Loans LLCNever mailed · 1 automations$199/mo
- Beacon Mortgage GroupNever mailed · 1 automations$199/mo
- Bluffview Lending GroupNever mailed · 1 automations$199/mo
- Cornerstone Realty PartnersNever mailed · 1 automations$199/mo
- Crestline Capital LLCNever mailed · 1 automations$199/mo
- Fairway Mortgage PartnersNever mailed · 1 automations$199/mo
- Highgate Realty LLCNever mailed · 1 automations$199/mo
- Homestead Capital PartnersNever mailed · 1 automations$199/mo
- Keystone Properties GroupNever mailed · 1 automations$199/mo
- Oakmont Home Loans GroupNever mailed · 1 automations$199/mo
- Parkside Advisors GroupNever mailed · 1 automations$199/mo
- Pinnacle Lending LLCNever mailed · 1 automations$199/mo
- Riverstone Properties PartnersNever mailed · 1 automations$199/mo
- Summit Group PartnersNever mailed · 1 automations$199/mo
- Vantage Advisors LLCNever mailed · 1 automations$199/mo