Agencies & Consulting Firms · Reporting & Admin
Profitability per Client
Many agencies know top-line revenue per client but not whether the work is actually profitable once labor and tool costs are considered. This automation calculates account-level margin by comparing real delivery effort against retainer or project value so leaders can fix pricing, scope, or staffing decisions quickly.
How It Works
Collect revenue and cost data
Retainer value, project fees, time logs, and allocated labor costs are pulled into one client profitability model.
Calculate margin per account
The system compares revenue against delivery cost to estimate gross margin and over-service trends.
Highlight problem accounts
Accounts with low margin, rising hours, or repeated scope leakage are flagged for review.
Support action planning
Leadership uses the report to adjust pricing, reset scope, improve staffing, or exit bad-fit accounts.
Tools & Platforms
Key Benefits
Shows which clients are actually making money Identifies over-serviced retainers earlier Supports better renewal and pricing decisions Gives owners cleaner visibility into agency health
In Practice
A boutique marketing agency thinks a $6,000 monthly client is one of its best accounts. The automation shows the team is spending senior strategist hours far above plan, turning that retainer into a low-margin account and giving the founder the data needed to re-scope the relationship.
Next Step
See if this fits your workflow.
We map the actual tools, handoffs, and ROI before recommending implementation.
Book a Free 15-Min CallNo pressure. We’ll tell you if this one is worth building first.