The retainer turns unlimited
The client asks, the agency delivers. The hour count is kept by whoever does the work, and at renewal nobody has the numbers to renegotiate.
New business, work in progress and retained clients in one system, together with the tools an agency actually uses: email campaigns, sites and the forms that generate leads.
The client asks, the agency delivers. The hour count is kept by whoever does the work, and at renewal nobody has the numbers to renegotiate.
The pipeline is in the CRM, the work in the project tool, campaign leads on a third platform. None of the three speaks to the invoice.
At year end the agency is profitable. Which client produces that and which one eats it stays an opinion.
An agency does not lose money on the projects that go badly: it loses it on the clients that go beautifully and cost twice the plan.
Deals, projects, campaigns sent, tickets and invoices sit on the same timeline. You prepare the renewal meeting by opening one record.
Email and forms go out from your verified domain and return events land on the contact: who opened, who replied, who became a lead.
The headless CMS runs the sites the agency publishes, with forms wired into the same lead queue.
Hours, external costs and expenses stop on the right client. An underpriced retainer shows in month three, not month twelve.
The core includes everything: these are the ones you open first.
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