Guides, templates, and practical ideas.
Practical resources for agencies, freelancers and small teams, on client management, operations, reporting and AI.
Guides
Step-by-step guides on the operations that keep clients and agencies healthy.
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.
Read →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.
Read →Understanding client profitability: a framework for agencies
How to measure the true profitability of a client relationship, including hidden costs, delivery time, and the financial case for letting a client go.
Read →Templates
Ready-to-use templates you can drop straight into your monthly process.
Client health review template
A structured template for running a monthly client health review, covering delivery, performance, communication and financial health.
Read →Agency profitability tracking spreadsheet
A starting point for tracking client profitability per retainer, including cost of delivery, margin per client and overall portfolio health.
Read →Campaign performance report structure
A reusable report structure for presenting Google Ads and Meta Ads performance to clients, clear, honest and focused on what matters.
Read →Playbooks
Deeper playbooks for the problems that decide whether an agency grows.
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.
Read →The agency churn prevention playbook
A practical playbook for identifying at-risk clients early, having the right conversations, and recovering relationships before they reach a point of no return.
Read →Stay in the loop.
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