Digital Marketing & Automation Agency | 90% ARR | 3% Annual Churn | Annual Retainers | AI Customer Success Management Agents (CSM) Development
Deal Pipe® presents a 6-year-old B2C & B2B Lifestyle Marketing and Automation agency with a proven track record of recurring revenue, proprietary systems, and AI-driven growth capabilities. This brand has carved out a niche in email marketing, CRM optimization, and customer journey automation, delivering strategic campaigns that foster significant growth for their clients.
Business Model
The agency operates on monthly retainer agreements, complemented by project-based engagements that account for a small fraction of annual revenue. Their model prioritizes customer retention and measurable results, supported by their proprietary Flow system, a five-step methodology that has become the backbone of client delivery. This system, reinforced by standard operating procedures housed in Notion and a highly trained team, ensures quality and consistency across all engagement.
Growth Engine & AI Integration
A significant differentiator is the development of the AI-enabled Customer Success Management (CSM) Agent, currently in advanced build-out. This tool automates up to 40% of routine client management tasks while enabling the same team to handle 3x client load. It predicts churn risk, creates automated interventions, and generates client-ready reports, positioning the agency as a premium provider of AI-backed customer success. For a buyer, this represents a defensible moat and an opportunity to scale rapidly without proportional increases in headcount.
Financial Highlights
Annual trading income exceeds $1.59 million, with recurring invoices alone contributing more than $1.28 million. Commission payments, project invoicing, and data-as-a-service solutions form additional revenue streams, strengthening diversification. Regular pricing reviews ensure annual increases of 5% – 7% without triggering material churn, a sign of strong perceived client value.
Team & Operations
The business is supported by a skilled workforce of 10 employees and 4 contractors across Australia, the Philippines, and India. Leadership roles cover Customer Success, Strategy, and Design, ensuring day-to-day delivery runs smoothly without heavy owner involvement. The founder currently invests just three hours per day in sales pipeline reviews, strategic planning, and partnerships with clear evidence of a business structured for transition.
Market Position & Expansion
The agency is already split between Australia and the United States, with ~65% of revenue from Australia and 35% from the US. The US market represents the most immediate growth runway, with a total addressable market estimated at USD $8.8 billion in 2024, projected to reach $11.5 billion by 2035. Compliance, processes, and their platform fully align with US standards, meaning expansion requires no structural adaptation.
Growth Opportunities
New ownership can unlock growth by deepening penetration into the US eCommerce, hospitality, and travel sectors, multi-billion-dollar markets where the agency’s expertise is already proven. Additional upside exists in securing enterprise-level contracts, supported by the scalable systems already in place. Price adjustments, broader referral networks, and stronger outbound sales in the US could accelerate revenue quickly. With the AI-driven CSM Agent nearing full deployment, scaling to 100+ clients is feasible without major new headcount.
Business Broker Takeaways
1. Innovative Methodology. The proprietary “State of Flow” process sets this business apart, offering a repeatable and scalable approach to lifecycle marketing. This unique selling proposition delivers consistent results, ensuring client satisfaction and fostering long-term partnerships.
2. Strategic Growth Opportunities. The business is poised for expansion into untapped markets, particularly the US eCommerce sector, and shows potential for growth in the hospitality and travel industries. Regular price adjustments have been implemented with minimal impact on client retention, highlighting the brand’s ability to navigate market dynamics effectively.
3. Advanced Technological Integration. Significant investments in AI development and automation have equipped the business with cutting-edge tools to enhance operational efficiency and client success. The ongoing development of AI agents promises to elevate customer relationships, reduce churn, and drive revenue growth without increasing headcount.
This acquisition offers a profitable, process-driven, and systemized agency built for scale. With 90% recurring revenue, an average 12-month contract cycle, low churn, and a next-generation AI product in active development, it positions buyers for immediate stability and long-term growth.
This Agency is Represented by:
Deal Pipe.com
Agency Business Brokers
WC 3808
