Monthly Performance
#1 across every metric. Here's how.
April ended with #1 on the company leaderboard: highest MRR ($44.7K), most upsells (5), and most commission generated ($8,009). Managing 138 active clients, the largest book in the company, with a 3.4% churn rate against a company average of 6.3%.
monthly churn
2 churns across 138 clients. Company avg: 6.3%
active clients
largest book in the company by client count
commission generated
#1 on the leaderboard. Nearly 2x the next closest CSM
CSM leaderboard
#1 in MRR, upsells, and total commission
The leaderboard data at month end: 3.4% 30-day churn with 138 active clients and $44.7K MRR under management, the highest in the company. Holding churn below the company average (6.3%) with the largest portfolio is a different operating problem than doing it with 20-30 accounts.
April was also the strongest expansion month. 5 upsells closed, $8,009 in commission generated, nearly double the next closest CSM ($6,247). The approach: find clients with a verified Google foundation, prove the local ranking gap with a competitor audit, and give them a clean next step. No hard pitches. Data-driven offers that set meetings or got approval on the call.
What Changed
From reactive support to revenue operations
Turned client data into an upsell system
April started with scattered signals: client audits, Gmail threads, GHL conversations, competitor screenshots, ranking reports, and billing history. The win was turning those signals into a repeatable sales motion. I used competitor gaps, local search data, and client-specific buying signals to create short, direct SEO offers that set meetings or asked for approval.
Built a stronger ranking-service pipeline
The strongest opportunities came from clients who already wanted more leads but were buried locally. A painting company, a law firm, a plumbing company, a tree and landscape company, a paving company, and other accounts became part of a sharper SEO pipeline built around top-3 local ranking, competitor proof, and a 90-day guarantee.
Protected retention while selling expansion
The month was not just selling. I worked billing-risk and churn-risk situations, including a contracting company and an HVAC company, while avoiding the trap of pitching expansion into unresolved service pain. The operating rule was simple: stabilize trust first, then talk growth.
Synced the operating layer
I updated the local Supabase client layer with Ryan Grant customer data from the CS Platform, normalizing 143 matched customer records and giving the internal tooling a cleaner source for client prioritization, outreach, and churn visibility.
Takeaway
The best CSM work compounds.
Every client conversation, audit, billing save, ranking report, and spreadsheet row becomes more useful when it is captured and turned into the next action. April proved the model: lower churn, cleaner data, sharper upsells, and faster movement from signal to revenue.