Profit per retainer, without timesheets
Split each person's month across clients as a percentage. Agency Root adds overhead and shows client profitability and contribution margin for every retainer. Included in Agency Growth and Agency Scale.
For marketing agencies
The operating system for marketing agencies
Know which retainers pay for themselves.
Agency Root gives a marketing agency one branded app for its team, its retainers and its clients. It shows the profitability of every retainer, and gives each client one place for requests, approvals and reports.
- Retainer profitability
- Monthly entitlements
- Tracked requests
- Per company, not per seat
The problem
Retainers grow. Margins do not.
- Scope creeps one small request at a time. Nobody says no, and nobody prices it.
- One team serves ten clients. What each client really costs is a guess.
- Status lives in chat. Account managers answer "where are we?" all day.
What you get
What Agency Root does for a marketing agency
Monthly entitlements the client can see
For each retainer, the client sees what is included this month, what has been delivered and what remains. Extra work is labeled as extra. Included in Agency Growth and Agency Scale.
Requests and approvals in one queue
Client requests arrive as tracked items with an owner and a date. Client approvals for content are recorded with the person, time and version.
Reports where the client expects them
Publish monthly, weekly or campaign client reports to the client's workspace. The client always knows where the latest one is.
Example: a client asks for two extra videos. The request shows as outside this month's entitlement, so the conversation starts from the scope, not from memory.
Questions
Common question
Do we need timesheets to see retainer profitability?
No. Agency Root uses a monthly allocation percentage or estimated hours per employee and client, so the team does not log time.