Digital Marketing & Automation Agency with AI-Powered Customer Success

This is a well-established 6-year-old Digital Marketing and Automation agency specializing in B2C and B2B clients. The business boasts a strong recurring revenue model, with 90% of its income derived from annual recurring revenue (ARR) and a low annual churn rate of 3%. Its core services include email marketing, CRM optimization, and customer journey automation, delivered through a proprietary 'State of Flow' methodology and standard operating procedures. A key differentiator is the ongoing development of an AI-enabled Customer Success Management (CSM) Agent, designed to automate routine tasks, increase team capacity by 3x, predict churn, and generate client reports, offering a significant competitive advantage and scalability. The agency operates on monthly retainer agreements supplemented by project-based work. Financials show annual trading income exceeding $1.59 million, with over $1.28 million from recurring invoices. The team consists of 10 employees and 4 contractors across Australia, the Philippines, and India, with leadership roles well-defined, allowing for minimal owner involvement (currently 3 hours/day). The business is split between Australia (65% revenue) and the US (35% revenue), with significant growth potential in the US market, particularly in eCommerce, hospitality, and travel sectors. The business is structured for transition and offers a profitable, process-driven, and systemized platform for growth.