Leadership Change AWI appointed Susan Serwan as President effective October 1, 2024. For sales opportunities, approach with a message that highlights continuity in leadership paired with potential strategic direction and expanded executive focus on client outcomes.

Growth Focus Current revenue range indicates a small but growing firm in direct response services. Target upsell and cross-sell opportunities around data enhancement, analytics, and multi-channel lead generation to scale client campaigns and demonstrate measurable ROIs.

Tech Stack Utilized tools include AWS, Snowflake Marketplace association, WordPress/Squarespace, Hotjar, Zoho, and AfterPay. Sales opportunities exist in offering advanced data analytics, compliant data solutions, and e-commerce payment integrations to optimize campaign performance.

Market Positioning Privately held NY-based agency with a transparent, data-driven direct response focus and a value proposition centered on reducing uncertainty in data solutions. Position as a trusted partner for measurable outcomes and enterprise-grade insights for mid-market clients.

Expansion Potential Small team with room to scale services to mid-market brands seeking direct response optimization. Propose bundled offerings combining data services, lead generation, and analytics, plus case studies and ROI projections to accelerate onboarding of new clients.