For Agencies
Run a portfolio of clients without losing the signal.
Agencies juggle dozens of clients, each with its own campaigns, delivery cadence, financials and relationship health. Operato connects all of it into one operating view so leadership sees what is on track and what needs attention before it costs a client.
- Client health across every account
- Churn risk flagged weekly
- Margin per client, not just revenue
- AI that prepares, you approve
The problems that cost agencies clients.
You find out about a slipping client from the cancellation email.
Performance dipped, a report went late, communication went quiet, and nobody connected the signals until the client had already decided to leave.
Revenue looks healthy but the agency feels stretched.
Large retainers hide low margin. Without delivery cost per client, you keep the demanding accounts and lose the efficient ones.
Campaign data sits separate from client context.
The media buyer sees ROAS drop. The account manager gets the call from the client. Neither has the other context in time.
Fridays disappear into report assembly.
Manual reporting eats senior time every month. The interpretation, the part the client values, gets rushed because the data took all day.
What changes with Operato.
One health score per client, weekly
See healthy, at risk and needs attention across your whole portfolio, so the first call of the week is the right one.
Churn risk surfaced early
Operato flags the quiet clients, the ones who stopped asking questions, while there is still time to re-engage.
Performance next to client context
Google Ads and Meta data share a view with health, delivery and financials, so the team tells a campaign problem from a relationship problem.
Margin per client, honestly counted
Track delivery cost against retainer and see which clients are profitable and which are quietly costing you.
Built for multi-client operations.
Client health scoring
A rolling health score per client combining delivery, communication, performance and commercial signals.
Churn risk signals
Early warnings that flag which clients need a proactive conversation this week.
Performance in context
Google Ads and Meta performance alongside client health and delivery, not in a separate tab.
Projects, tasks and capacity
Delivery status connected to each client, with team workload visible so deadlines do not slip quietly.
Profitability per client
Retainer, delivery cost and margin per client, so pricing and retention decisions are honest.
AI that prepares actions
AI monitors signals and drafts actions across your portfolio. You approve before anything reaches a client.
How it works for your agency.
Connect your clients and campaigns
Bring Google Ads, Meta, analytics and project data into one operating layer per client.
Operato scores health and risk
Every client gets a health score and a churn risk status, updated from your connected data.
Start the week with what needs attention
The command center shows the clients, campaigns and approvals that matter today.
Approve AI-prepared actions
AI drafts the reports, alerts and next actions. A person reviews and approves before anything ships.
Command Center
Open Operato and see the whole portfolio at once.
Clients at risk, campaign issues, pending approvals and workload pressure, in one view, so leadership stops pulling reports from five places.
Built for the way your agency works.
Performance marketing agencies
Bring ad platform data next to client health and delivery.
Full-service agencies
One view across performance, creative delivery, reporting and financials.
Boutique agencies
Operational clarity without building a large ops team.
Connects to the tools you already use
Google Ads
Meta Ads
Google Analytics
Slack
HubSpot
XeroQuestions you probably have.
See Operato running on your portfolio.
Join the early access list and we will set up a walkthrough with your client and campaign data.
Get early access