Active clients
14
5 on Partnership / Care
Leads
2
est. $1,800 potential
Avg. annual value
$2,743
per active client
Longest relationship
6 yrs
Harbor Law Group
Active clients 14 · $38,400 ARR
| Client | Plan | Primary contact | Sites | Annual value | Since | Next renewal |
|---|---|---|---|---|---|---|
| Summit CPA | Partnership | Renee Alvarez · renee@summitcpa.net | 4 | $5,400 | 2021 | Jul 19 |
| Harbor Law Group | Partnership | Marcus Bell · mbell@harborlawgroup.com | 3 | $4,800 | 2020 | Jun 09 |
| Granite Peak Outfitters | Partnership | Dana Whitfield · dana@granitepeak.co | 4 | $4,200 | 2022 | Oct 05 |
| Driftwood Dental | Care Plan | Dr. Priya Nair · front@driftwooddental.com | 2 | $3,600 | 2022 | Jun 22 |
| Wandering Pine Lodge | Care Plan | Tom Reyes · stay@wanderingpine.com | 3 | $3,300 | 2023 | Dec 01 |
| Northwind Realty | Care Plan | Hana Okafor · hana@northwindrealty.com | 3 | $3,000 | 2021 | Aug 21 |
| Ironwood Brewing | Care Plan | Gabe Lindqvist · gabe@ironwoodbrew.com | 3 | $3,000 | 2023 | Sep 12 |
| Coastal Air HVAC | Care Plan | Linda Park · office@coastalairhvac.com | 2 | $2,400 | 2022 | Jul 02 |
| Tidepool Veterinary | Care Plan | Dr. Sam Cho · hello@tidepoolvet.com | 2 | $2,400 | 2024 | Sep 28 |
| Bluebird Montessori | Care Plan | Erin Walsh · admin@bluebirdmontessori.org | 2 | $2,100 | 2023 | Nov 03 |
| Saffron & Sage Catering | On-Call | Nadia Haddad · events@saffronsage.com | 2 | $1,500 | 2024 | Oct 22 |
| Meadow Yoga | On-Call | Joss Tran · hello@meadowyoga.com | 1 | $900 | 2024 | Jun 14 |
| Birch & Bramble Cafe | On-Call | Owen Pratt · owen@birchbramble.cafe | 1 | $900 | 2023 | Aug 03 |
| Copperline Salon | On-Call | Mara Diaz · book@copperlinesalon.com | 1 | $900 | 2025 | Nov 18 |
Leads 2 in pipeline
| Prospect | Status | Source | Est. annual | Last touch | Next step |
|---|---|---|---|---|---|
| Lantern Bakery | Proposal sent | Referral — Birch & Bramble | $900 | May 28 | Follow up on quote |
| Cedar Hollow Inn | Discovery | Website contact form | $900 | Jun 02 | Scope hosting + redesign |
Coastline Studio Client Tracker — demonstration build with fictional data.