Operations, data, and what we are building.
Articles on agency operations, client retention, reporting, and what we are learning while building Operato.
How to track client health before it becomes a problem
Client relationships do not deteriorate overnight. There are signals in delivery, communication and performance that show up weeks before a client decides to leave. Here is how to spot them.
The real cost of losing a client: what profitability data tells you
Most agency owners focus on revenue. The more important number is margin, and some of your most profitable looking clients are actually costing you.
Connecting Google Ads performance to your operational workflow
Campaign data in one tab, client health in another, delivery in a third. What would it look like if those three things were in the same place?
Why agencies need a churn risk signal, not just reporting
Reporting tells you what happened. A churn risk signal tells you what is about to happen. The difference is whether you have time to do something about it.
Building a reporting process that does not eat Fridays
Manual reporting is one of the most time consuming activities in an agency. Here is a more structured approach, and what to do with the time you recover.
AI in agency operations: what to automate and what to keep human
AI can analyse patterns across your data faster than any person. But some decisions should stay with people. A framework for thinking about where each one belongs.