Founder: Daniel Thompson
Business: Salt Water Digital
Revenue/Month: $40,000
Founders: 2
Employees: 5
Website: saltwaterdigital.com
Location: Vancouver, British Columbia, Canada
Founded: 2014

Salt Water Digital has rapidly carved out a significant space in the digital marketing arena, specializing in essential services like Search Engine Optimization (SEO), Pay-Per-Click (PPC) advertising, and comprehensive website development. This agency focuses its expertise on bolstering the online presence and revenue streams of small businesses, specifically those with annual earnings ranging from $300,000 to $5 million. A notable growth trajectory has seen the firm expand its monthly revenue from $25,000 to a robust $40,000 within the last eight months, with an ambitious target of reaching $60,000 per month by year-end. 

Daniel Thompson, the entrepreneur behind Salt Water Digital, embarked on a venture born from a keen understanding of the digital marketplace’s evolving needs. His agency’s targeted approach to empowering small businesses underscores a shrewd business model. Thompson’s vision for the company was not merely to offer services, but to forge genuine partnerships, driving tangible financial uplift for his clientele. The firm’s impressive financial expansion speaks volumes about its effective strategies and the clear demand for its specialized offerings among businesses striving for enhanced online visibility and greater profitability. 

Thompson, the force behind Salt Water Digital, explains that the initial spark for the business came from recognizing a glaring need. He saw many small businesses struggling to find their footing in the expansive digital world. These enterprises, often rich in potential, frequently lacked the specialized knowledge or resources to effectively harness online tools for growth. Thompson states that his aim was to bridge that gap, providing sophisticated digital marketing services that were typically only accessible to much larger corporations. 

He recalls the early days, shaping the foundational principles of Salt Water Digital. The focus, right from the start, was on delivering measurable results. Thompson emphasizes that it wasn’t enough to just build a website or run an ad campaign; the true measure of success lay in demonstrating a clear return on investment for his clients. He explains that this client-centric philosophy has been a guiding star, ensuring that every strategy and every service offered directly contributes to increasing a small business’s online visibility and, crucially, their bottom line. The agency’s growth in monthly revenue, from $25,000 to $40,000 in just eight months, clearly illustrates the efficacy of this approach. Thompson looks ahead, aiming for $60,000 per month by the close of the year, a goal that reflects both the demand for his services and the agency’s expanding capabilities. 

Salt Water Digital has quickly established itself as a potent force in the digital marketing world. The agency concentrates its efforts on vital services such as Search Engine Optimization (SEO), Pay-Per-Click (PPC) advertising, and extensive website development. Their specialized expertise aims to strengthen the online footprint and revenue pipelines of small businesses, particularly those with annual earnings between $300,000 and $5 million. The firm has seen remarkable growth, boosting its monthly revenue from $25,000 to an impressive $40,000 in just the past eight months, with an aggressive goal of hitting $60,000 per month by the close of the year. 

Daniel Thompson, the enterprising owner of Salt Water Digital, launched his venture from a sharp perception of the shifting requirements within the digital marketplace. Thompson explains that his agency’s focused strategy of aiding small businesses highlights a shrewd operational framework. “My vision for this company was never just to peddle services,” Thompson states. “It was about building authentic collaborations, truly lifting our clients’ financial results.” The firm’s notable financial ascent powerfully illustrates its successful methods and the clear appetite for its specialized offerings among enterprises seeking heightened online visibility and greater profitability.  

From Corporate Corridors to Digital Ventures 

Thompson’s entrepreneurial voyage began with a deliberate move away from the predictability of corporate life and toward the promise of self-sufficiency. His initial professional experience, designing downhole tools for the oil and gas industry at a research and development firm, offered a secure beginning but ignited a longing for an alternative career course. This aspiration for independence led him to investigate paths that could ultimately supplant the conventional workday. 

Thompson recognized the inherent uncertainties of leaving a consistent income. He embraced a frequent approach for aspiring entrepreneurs: nurturing his business aspirations during non-work hours. He immersed himself in mastering web development and search engine optimization, fundamental abilities that would become crucial in his future undertakings. This self-instruction culminated in the establishment of an affiliate website, ExerciseFoamRollers.com, which started to gain initial traction. A pivotal moment arrived in 2012 when a decline in the oil sector led to Thompson’s layoff. Rather than a hindrance, this unforeseen event presented a unique chance. The financial buffer from unemployment insurance, though modest, gave him the essential twelve months to commit entirely to building his own business. Seizing this newfound liberty, Thompson partnered with a close friend, and together they launched a softball review website.

Thompson notes that the success of this initial project encouraged the creation of more sites, forming an expanding portfolio. This phase of expansion allowed his friend to transition from a sales job, supplementing his income with bartending while concentrating on their rapidly developing online enterprise. At its apex, their collection of affiliate sites produced a significant $15,000 in monthly revenue, with costs staying relatively low. However, this prosperous period faced a dramatic obstacle in 2015 when a Google algorithm update severely affected their affiliate businesses, causing an immediate 85% drop in earnings. “It was a gut punch, to say the least,” Thompson recalls, “but even then, we noticed something important: our small group of agency clients were untouched.” This stark difference cemented their strategic redirection, prompting the complete shift towards developing Salt Water Digital into the specialized agency it is now. 

Refining the Service Portfolio 

In its formative period, Salt Water Digital encountered a common entrepreneurial hurdle: pinpointing the ideal customer and sharpening its service offerings. Initially, the agency concentrated exclusively on SEO, a phase Thompson readily admits was fraught with difficulties. They undervalued their services, struggled with brand recognition, and found client acquisition particularly challenging. Many of their initial customers were local businesses grappling with their own financial predicaments, frequently seeking quick remedies rather than strategic expansion. Experience swiftly taught them that businesses heavily dependent on digital marketing for all their income often proved to be difficult collaborators. 

To diversify their revenue streams and attract more suitable clients, Salt Water Digital strategically added web design and PPC advertising to their service catalog. This expansion proved beneficial, enabling them to attract a higher caliber of client as their operation matured. While a majority of their current clients remain smaller, locally based businesses, they now generally represent companies generating over $500,000 in annual revenue or are successful entrepreneurs embarking on their second ventures. Thompson also shares that the firm’s initial branding, “My Local SEO,” ultimately required a change due to legal action, leading to the adoption of the current, more enduring name, Salt Water Digital. 

A Meandering Path to Market 

The journey to establishing Salt Water Digital as a robust enterprise has been anything but linear for Thompson and his partner. Their entrepreneurial story began with affiliate marketing, a venture that eventually transitioned into the foundational work for Salt Water Digital. This initial pivot was then interspersed with a significant detour: the successful development and sale of two separate seven-figure Amazon FBA brands, Gold Mountain Beauty and Left Coast Performance. “This winding path, I think, is a familiar narrative for many entrepreneurs,” Thompson suggests, “where the route to success is rarely a straight line.” 

Salt Water Digital has effectively experienced two distinct “launches.” The first occurred between 2015 and 2016, largely driven by Thompson’s business partner, who cultivated relationships with larger full-service agencies. These agencies opted to white-label Salt Water Digital’s services, a strategy that propelled the agency from zero to $300,000 in annual revenue. This collaborative approach offered dual advantages: access to larger clients with more substantial budgets, and the ability to fill service gaps within these agencies. Often, Thompson explains, larger agencies might lack in-house expertise in specific areas or may have experienced a loss of key team members.

Salt Water Digital seamlessly stepped in, making the agencies’ operations smoother while allowing them to maintain their profit margins, as their pricing structure was typically higher than Salt Water Digital’s direct rates. Thompson notes that the most fruitful partnerships stemmed from two local Vancouver agencies, secured through the networking efforts of his partner. Additionally, a surprising number of opportunities came from applying for jobs on Upwork, a platform many freelancers and smaller agencies underestimate. By consistently building reviews and experience, he advises, “one can command full prices for services, with Salt Water Digital charging anywhere from $100 to $150 per hour.” 

The second significant “launch” unfolded at the close of 2021. After selling their second FBA business in 2020 (the first was sold in 2017), Thompson fulfilled his 12-month contract running that brand. This timing allowed both Thompson and his business partner to dedicate their full attention and effort to Salt Water Digital, marking a renewed and intensified focus on the agency’s expansion. 

Since these pivotal moments, Salt Water Digital has honed its approach to attracting and retaining clients. Thompson advocates for offering “high-leverage digital services” as a low-risk method for business initiation. These services are defined by their ability to address two fundamental pain points for business owners: freeing up their time or generating more revenue. Obvious examples include SEO, PPC, email marketing, and copywriting. Less apparent but equally impactful examples include connecting business owners with overseas talent or ghostwriting for social media accounts. This is precisely the core of Salt Water Digital’s offerings: high-leverage digital services in SEO and PPC. 

The agency’s client acquisition is primarily driven by three channels. Agency referrals form a significant portion, arising from Salt Water Digital’s reputation for delivering quality work at sensible prices. Several agencies white-label their services, effectively reselling Salt Water Digital’s expertise. These opportunities have primarily developed organically, though Thompson suggests cold calling or cold emailing could be effective strategies for those looking to proactively build such partnerships. This channel, coupled with networking, was instrumental in their initial growth from zero to $300,000. Organic presence on Twitter has also become a surprisingly potent lead generator.

Thompson maintains a modest following of 1,800, but his consistent creation of content about SEO and PPC has positioned him as an authority on the platform. This expertise leads small businesses seeking digital marketing assistance to directly contact him, with his pinned tweet being particularly effective in generating new business. “I started cultivating my presence on the platform just a year ago, and it has yielded remarkable results,” he says. Finally, Thompson’s partner’s membership in BNI (Business Network International) has proven valuable, especially for securing the first handful of clients, though Thompson notes its scalability limitations. 

Cultivating Sustainable Expansion 

Salt Water Digital is currently in a phase of controlled expansion, a deliberate strategy adopted by its leadership. Thompson reports that the agency isn’t simply getting bigger, but doing so in a way that feels disciplined and purposeful. This measured approach is evident in their financial performance: the owners each draw an annual salary of $80,000, and the business maintains a healthy net profit margin of approximately 17% after all expenditures. This translates to an encouraging addition of around $7,000 to the company’s bank account each month, providing a solid foundation for future initiatives. 

Looking ahead, Salt Water Digital has articulated several clear objectives. These include increasing the salaries of both the owners and all their employees, a reflection of their belief in shared prosperity. A primary revenue target is to grow from the current $40,000 per month to $60,000 per month. Concurrently, they aim to boost their net profit margins to 20%. To support this growth, a key focus involves adding another lead generation source; considerable effort is currently being invested in enhancing their own SEO, which they intend to transform into a robust sales funnel. Thompson indicates that achieving a $720,000 annual revenue will necessitate the addition of just one more team member, bringing their total headcount to six.

At this juncture, they plan to pause and re-evaluate their fundamental objectives, considering whether to aim for $850,000 or even $1 million annually, weighing the costs and benefits of further growth. “I really question the ultimate value of continuous expansion,” Thompson remarks, “particularly if it means losing direct involvement in day-to-day campaign management and sales.” He acknowledges that more money often equates to more clients and, consequently, more complexities. He expresses doubt about expanding beyond a team of eight, believing this size would likely cap their annual revenue at around $1 million. This perspective suggests a thoughtful consideration of work-life balance and operational efficiency, a departure from the “growth at any cost” mindset sometimes observed in new enterprises. Thompson advises aspiring business owners and freelancers contemplating an agency model to reflect on these trade-offs rather than solely fixating on massive revenue targets without considering the potential drawbacks. 

Through the evolution of Salt Water Digital, Thompson has acquired invaluable insights, particularly regarding the criticality of sales channels. He emphasizes that the sooner a business identifies its primary driver for sales, the better its prospects.

This fundamental principle, whether through SEO, PPC, or social media platforms like Twitter or TikTok, remains as crucial today as it was a decade ago. He points to examples such as Gary Vaynerchuk’s wine enterprise built on YouTube over twelve years ago as a historical precedent. For those launching a direct-to-consumer e-commerce brand, Thompson suggests, “TikTok might be the optimal starting point.” Similarly, for a digital marketing firm, Twitter could prove highly effective. And for individuals aspiring to teach others for a living, YouTube continues to offer a powerful avenue for connection and revenue generation. 

A Realistic Outlook for Aspiring Founders 

For those contemplating the launch of a new business or those just beginning their entrepreneurial journey, Thompson offers a dose of grounded wisdom. He points to a widespread misperception that business ownership is the quickest route to accumulating significant wealth. While Salt Water Digital has experienced considerable fortune with its e-commerce ventures, Thompson has come to accept that their digital marketing agency, by its very nature, isn’t likely to produce overnight riches. Instead, he characterizes its growth as a deliberate, systematic ascent. 

Thompson’s counsel for aspiring entrepreneurs is clear: “Embark on a business venture because it genuinely captivates your interest, because you feel an undeniable pull towards it, not because you envision a rapid path to affluence.” The success of Salt Water Digital, though steady and planned, underscores the reality that many thriving businesses are built through consistent, diligent effort rather than sudden windfalls. This perspective reframes entrepreneurship as a pursuit driven by intrinsic motivation and a willingness for sustained exertion, rather than solely by the promise of immediate financial reward. 

Success Factors: Why Did Salt Water Digital Succeed? 

• Adaptability and Strategic Pivoting: The most significant success factor is their ability to adapt and strategically pivot. Initially focusing on affiliate marketing, they shifted to a dedicated agency model after a Google algorithm update drastically impacted their affiliate revenue. This willingness to change direction based on market signals was crucial. 

• Targeted Niche and Client Focus: Salt Water Digital refined its service offerings and identified an ideal client profile: small businesses with annual earnings between $300,000 and $5 million. They learned that serving businesses seeking quick fixes was not sustainable and shifted to clients generating over $500,000 annually or successful serial entrepreneurs. This focus on a specific, more suitable client base allowed them to deliver better results and build stronger partnerships. 

• Broadening Service Offerings: Recognizing the limitations of solely offering SEO, they strategically introduced web design and PPC advertising. This expansion attracted a wider range of clients and diversified their revenue streams, leading to more stable growth. 

• Strong Sales and Lead Generation Channels: They proactively developed and leveraged multiple sales channels. Building relationships with larger agencies who white-labeled their services provided a significant early boost, offering access to larger clients and budgets. Additionally, Thompson’s consistent content creation on Twitter positioned him as an authority, directly generating leads from small businesses seeking digital marketing help. Also, while scalable limitations exist, early networking efforts through BNI were valuable for securing initial clients. Finally, dispelling the notion that Upwork is only for low-cost work, they used it to build reviews and experience, eventually commanding full prices for their services. 

• Focus on “High-Leverage Digital Services”: Their offerings directly address core business pain points: saving time or generating more revenue. This problem-solving approach makes their services highly valuable to clients. 

• Controlled and Intentional Growth: Rather than pursuing “growth at any cost,” Salt Water Digital opts for a measured and deliberate expansion. This approach prioritizes profitability, owner and employee well-being, and operational efficiency over simply maximizing revenue. Thompson’s willingness to re-evaluate objectives at certain revenue thresholds shows a thoughtful approach to scaling. 

• Owner Dedication and Experience: Thompson’s personal journey, including self-education in web development and SEO, and his experience with successful Amazon FBA brands, provided him with a deep understanding of digital commerce and entrepreneurship. The eventual ability of both partners to dedicate full attention to Salt Water Digital after selling their FBA businesses also marked a renewed and intensified focus. 

• Understanding the Importance of Sales Channels: Thompson explicitly states the criticality of identifying primary sales drivers early on, whether it’s SEO, PPC, or social media. This fundamental understanding guides their lead generation efforts. 

• Realistic Expectations and Intrinsic Motivation: Thompson’s advice to aspiring entrepreneurs—to pursue business out of genuine interest rather than solely for quick wealth—suggests that an intrinsic drive and a long-term perspective have been foundational to Salt Water Digital’s steady progress. 

Key Lessons to Learn 

1. Embrace Adaptability and Be Ready to Pivot: The most striking lesson is the importance of being flexible and willing to change direction when circumstances demand it. Thompson’s initial success with affiliate marketing was derailed by a Google algorithm update, but instead of giving up, he pivoted to focus entirely on the agency model, which proved to be a more resilient business. Market shifts are inevitable; successful businesses adjust. 

2. Define Your Ideal Client and Refine Your Offerings: Early struggles with underpricing and difficult clients taught Salt Water Digital the importance of identifying and targeting the right customer. Moving from “any client” to businesses with stable revenue and growth mindsets allowed them to provide better service and achieve more meaningful results. This also meant refining their services to include web design and PPC alongside SEO. 

3. Diversify Your Revenue Streams and Lead Generation: Relying on a single service or a single lead source can be risky. Salt Water Digital diversified its offerings and developed multiple client acquisition channels (agency white-labeling, social media, networking, and even platforms like Upwork). This multi-pronged approach creates a more robust and sustainable business. 

4. Focus on “High-Leverage” Services: By concentrating on services that directly address client pain points (saving time or generating more revenue), Salt Water Digital ensures its offerings have a clear and tangible value proposition. This makes their services more attractive and easier to sell. 

5. Controlled Growth Over “Growth at Any Cost”: Thompson’s philosophy of measured expansion, focusing on healthy profit margins and quality of life for owners and employees, provides a refreshing alternative to the often-touted “grow fast or die” mentality. It highlights that sustainable, profitable growth, even if slower, can lead to a more fulfilling and less stressful entrepreneurial journey. 

6. Understand the Criticality of Sales Channels Early On: Thompson stresses that knowing how you will acquire customers is paramount from the outset. Whether it’s through SEO, paid ads, or specific social media platforms, having a defined and effective sales funnel is fundamental to a business’s survival and growth. 

7. Passion and Intrinsic Motivation Matter: Thompson’s advice to start a business because it genuinely interests you, rather than solely for quick wealth, underscores the idea that long-term success often comes from a deep personal connection to the work. Entrepreneurship is hard, and sustained effort is far more likely when fueled by passion. 

8. Don’t Underestimate “Small” Channels or Platforms: The success Salt Water Digital found through Upwork and especially Twitter demonstrates that effective lead generation can come from unexpected places. It’s about strategically utilizing platforms and consistently delivering value, regardless of their perceived size or conventional use. 

9. Leverage Past Experiences (Even if Indirect): Thompson’s experience with Amazon FBA brands, though seemingly separate from a service agency, provided him with valuable business acumen and capital that indirectly supported Salt Water Digital’s journey. All entrepreneurial endeavors contribute to a broader skill set. 

Opportunity Matrix 

Founder Background: 

• Diverse Experience: Daniel Thompson’s background in research and development (oil and gas) provided analytical and problem-solving skills, while his later immersion in web development and SEO built foundational digital expertise. 

• Entrepreneurial Drive: A strong desire for self-direction and independence motivated him to seek alternatives to traditional corporate employment. 

• Hands-on Learning: Self-education in digital skills, particularly web development and SEO, enabled him to build and test ideas. 

• Proven E-commerce Success: The successful development and sale of two seven-figure Amazon FBA brands provided valuable capital, business acumen, and a “proof of concept” for digital ventures. 

Problem Identification: 

• Small Business Digital Gap: Many small businesses lacked the specialized knowledge and resources to effectively leverage online tools for growth and improve their online presence. 

• Ineffective Digital Marketing Spend: Small businesses often struggled with digital marketing, either doing it poorly themselves or hiring agencies that didn’t deliver measurable ROI. 

• “Quick Fix” Mentality: Early clients often sought immediate solutions rather than strategic, long-term growth, indicating a need for education and a refined client acquisition approach. 

Market Opportunity: 

• Underserved Small Business Segment: A significant number of small businesses (with annual revenues between $300,000 and $5 million) require specialized digital marketing services but may not have the budget for large agencies. 

• Clear Demand for Tangible Results: Businesses are looking for digital marketing that directly translates to increased online presence and revenue. 

• Filling Agency Gaps (White-labeling): Larger full-service agencies sometimes lack in-house expertise or staff in specific digital marketing areas, creating an opportunity for specialized firms like Salt Water Digital to provide white-label services. 

Competitive Landscape: 

• Fragmented Market: The digital marketing space for small businesses is often fragmented, with many freelancers and small agencies, but not all deliver high quality or consistent results. 

• Larger Agencies: Larger agencies exist but may be too expensive or less agile for smaller businesses, or they may have internal service gaps. 

• Client Education Needed: The early struggles with clients seeking “quick fixes” suggest a competitive environment where clear communication of value and realistic expectations is crucial. 

Market Research: 

• Trial and Error with Affiliate Sites: The initial venture into affiliate marketing served as practical market research, demonstrating the potential (and risks) of online revenue generation. 

• Direct Client Interaction: Early agency work provided direct feedback on client needs, pain points, and what service models were sustainable (e.g., avoiding clients solely reliant on digital for all revenue). 

• Observation of Industry Trends: Witnessing the impact of Google algorithm updates on affiliate income highlighted the need for a more diversified and agency-focused model. 

Business Model: 

• Specialized Digital Marketing Agency: Focus on core, high-impact services (SEO, PPC, web development). 

• Targeted Client Segment: Primarily small businesses ($300,000 – $5M annual revenue), with an emphasis on those generating over $500,000 or second-time entrepreneurs. 

• Partnership Approach: Aims to forge genuine partnerships, driving tangible financial uplift for clientele, not just offering services. 

• White-labeling Services: Provides behind-the-scenes expertise for larger agencies, expanding reach and revenue without direct client acquisition efforts for those specific projects. 

• High-Leverage Services: Concentrates on services that either save clients time or generate more revenue. 

Initial Capital: 

• Unemployment Insurance: Provided a crucial twelve-month financial cushion after a layoff, allowing full-time dedication to building the business. 

• Affiliate Marketing Profits: Early success with affiliate sites generated significant monthly revenue ($15,000 at its peak), providing operating capital and validating online business models. 

• Amazon FBA Brand Sales: The sale of two seven-figure e-commerce brands provided substantial capital for further investment and sustained growth. 

Product/Service Development: 

• Core Offerings: SEO, PPC advertising, comprehensive website development. 

• Expansion based on Client Needs: Initially focused on SEO, but added web design and PPC to broaden appeal and attract higher-caliber clients. 

• Focus on Measurable Results: Emphasizes delivering tangible ROI for clients, going beyond just providing a service. 

Marketing Strategy: 

• Agency Referrals/White-Labeling: A primary channel built on reputation for quality work and sensible pricing, often developed organically. 

• Organic Social Media (Twitter): Thompson’s consistent content creation positions him as an authority, driving direct inquiries from small businesses. 

• Networking (BNI): Effective for securing initial clients, though less scalable for sustained growth. 

• Strategic Use of Platforms (e.g., Upwork): Demonstrates that “freelance” platforms can be leveraged for high-value client acquisition by building reputation. 

• In-house SEO Improvement: Investing in their own SEO to create a robust sales funnel for future lead generation. 

Milestones: 

• 2012: Thompson’s layoff, enabling full-time focus on entrepreneurial ventures. 

• 2015-2016 (First Launch): Partner-driven white-labeling, growing revenue from $0 to $300,000 annually. 

• 2017: Sale of first Amazon FBA business. 

• 2020: Sale of second Amazon FBA business. 

• End of 2021 (Second Launch): Both partners dedicate full attention to Salt Water Digital, marking intensified focus and growth. 

• Current: Monthly revenue of $40,000. 

• Short-Term Target: $60,000 monthly revenue by year-end. 

• Mid-Term Target: $720,000 annual revenue (requires one more team member). 

Scalability: 

• Phased Team Expansion: Plans to add one more team member to reach $720,000 annual revenue, then re-evaluate. 

• Controlled Growth Philosophy: Thompson expresses a desire to cap growth at around $1 million annually with a team of eight, prioritizing work-life balance and operational efficiency over continuous, unbounded expansion. This indicates a conscious choice regarding scalability limits. 

• Leveraging White-labeling: This model allows them to expand their reach and revenue without directly managing a huge number of individual clients. 

• Automated Lead Generation (SEO): Investing in their own SEO aims to create a scalable, inbound sales funnel. 

Potential Risks and Challenges: 

• Algorithm Changes: The direct impact of a Google algorithm update on their affiliate businesses highlights the ongoing risk of platform dependency in digital marketing. 

• Client Quality/Expectations: Early struggles with financially challenged clients seeking “quick fixes” underscore the challenge of managing client expectations and identifying profitable partnerships. 

• Burnout from Uncontrolled Growth: Thompson’s contemplation of limiting growth beyond $1 million revenue suggests an awareness of the personal and operational risks associated with unchecked expansion, such as losing direct involvement and increasing complexities. 

• Competition: The digital marketing space remains competitive, requiring continuous innovation and strong results. 

• Talent Acquisition: Reaching higher revenue targets will require adding skilled team members, which can be a challenge in a competitive job market. 

Key Performance Indicators/Metrics: 

• Monthly Revenue: Current $40,000, target $60,000. 

• Net Profit Margin: Current 17%, target 20%. 

• Monthly Bank Account Addition: Approximately $7,000 currently. 

• Annual Revenue: Target $720,000, with consideration for $850,000 to $1 million. 

• Team Headcount: Current (unspecified, but growing), target of 6 for $720,000, likely capped at 8 for $1 million. 

• Client Acquisition Channels Performance: Monitoring the effectiveness of agency referrals, Twitter, BNI, and in-house SEO. 

• Client ROI/Satisfaction: Implied by their focus on “tangible financial uplift” and building partnerships.