Past Client Power High percentage of sales from past clients (over 75%) indicates strong relationship-driven sales. Target expansion opportunities by leveraging referral programs and CRM workflows to identify more past clients for repeat business and lead nurturing.

Local Market Focus Operations centered in Park City and nearby areas suggest opportunities to partner with local service providers, mortgage brokers, and property management firms to cross-sell and upsell services within a tight geographic footprint.

Boutique Scale Small team size (2-10 employees) implies agility but limited bandwidth. Sales opportunities include offering scalable technology, outsourced support, or co-branding with larger broker networks to extend reach without sacrificing personalized service.

Digital Presence Tech stack centered on WordPress and cloud tools indicates room to optimize digital marketing, lead capture, and analytics. Propose website enhancements, SEO, CRM integration, and automated nurture sequences to increase inbound inquiries.

Revenue Visibility Current revenue range ($1M–$10M) signals growing business with potential for service diversification—consider introducing property management, premium listing services, or expansion into related markets to stabilize and grow revenue streams.