Resources
Answers you can send to a client
Articles, playbooks, the glossary and the method behind the suite. Each one answers a question an account or operations lead would ask, with our example agency's numbers.
Articles
Three questions, answered.
How to brief from a call, when a project's margin slips and what you pay for twice.
- 1 min readFrom a call to a brief without rewriting the notesTurn a 30-minute client call into a brief your team can start from tomorrow, with the vague fields named before review.
- 1 min readHow early can you tell a project will go over?Read margin while the project runs, not after it invoices: the project that flagged itself and what the numbers said.
- 1 min readWhat are you paying for twice?A one-page ledger of every tool, its owner, cost and renewal date, with the overlaps named before the next renewal.
- 2 min readAI tools for marketing agencies: how to choose them by jobWhich kind of tool fits each agency job, five questions to ask before paying for one and the new job almost nobody measures yet: what AI assistants say about your clients.
- 3 min readHow do you calculate project profitability at an agency?The full formula, with a loaded hourly cost and real utilization, a worked example with numbers and what to check every week while the project runs.
- 3 min readHow do you automate client reports?Six steps to a monthly report that builds itself, the data delays that make automated numbers wrong, and the one part a person should still write.
- 3 min readHow do you show marketing ROI to a client?Agree what ROI means before the first report, count the full cost, name the attribution model and show the number next to what it leaves out. With a worked example.
- 3 min readAll-in-one agency software or separate tools: how to decideA one-hour count of your own stack, a worked example at October 2026 list prices and an honest list of when separate tools are still the better choice.
- 3 min readHow do you keep track of what you agreed with a client?A five-field decision log, what counts as an agreement and a handoff test, so the answer to "what did we agree in May?" doesn't leave with the person who was on the call.
Playbooks
One outcome, a few steps and the real screens that do it.
- 10 minCatch a project going overYou learn a project is going over in the week it starts to slip, while capping or re-pricing it is still a decision you can make.
- 15 minTurn a client call into a briefA client call becomes a brief the team can start from, reviewed and approved, before the notes go cold.
- 5 minFind the tools you pay for twiceYou can name every tool you pay for, who owns it, which client it serves and which overlap to cancel.
- 5 minFind out what you agreed with a clientWhat the team knows about a client becomes searchable, and every answer names where it came from.
GlossaryThe definitions the suite runs onSix terms we use across the suite, each in one sentence you can quote.Brief · Retainer utilization · Project margin · Service match · Tool sprawl · Institutional memoryMethodologyHow we define a brief, a margin and a matchHow we define a brief, a project margin and a service match: the fields, the arithmetic, the example data and the date.