Most agencies don't know their real margin by client until the P&L closes the month. This is how you fix that.
This is strategy consulting first. The work covers designing the data infrastructure and automation your operations actually need, then working with your team on what implementation looks like given your organization. You're working directly with me the entire time, not a team that changes depending on the week. Some clients want systems built alongside their team; others want the strategy and direction, then their own people executing it.
FIND A TIME FOR A FREE CONSULT →A real example
At a previous company, an automated system was built that pulled data directly from Monday.com, Stripe, and contractor payment records to run a full gross margin analysis by client, every month, automatically, right after month close. It broke margin down by service tier, showing exactly where delivery was profitable and where it wasn't, then fed directly into improvement plans with the delivery team. It reconciled against the P&L. That's the kind of thinking behind every engagement: not a dashboard for its own sake, a system that tells leadership the truth about the business fast enough to act on it.
What this looks like for you
- Getting operating data, hours, delivery cost, people cost, tech cost, partner cost, into one place instead of scattered across tools
- Designing the automation that turns that data into real margin and cost-to-service visibility, by client, by service tier, by month
- Infusing AI into delivery and customer success workflows where it genuinely removes manual work
- Setting the operating model and data strategy your team can run without ongoing dependence on outside help
Investment
Retainers for this work typically run from $2,000 to $20,000 per month. Where a given engagement lands depends on scope, how often we meet, and how much rework the underlying data needs before it's trustworthy. Every engagement is scoped to fit the actual need and the actual budget.
Frequently asked questions
What does an engagement actually produce?
A clear strategy and system design for real visibility into cost and delivery performance. What gets built, and by whom, depends heavily on your organization.
Is this a one-time project or ongoing?
Usually starts as a focused strategy engagement, then moves to an ongoing advisory retainer as the system gets implemented and refined.
Do I need existing tools like Monday.com or Stripe in place?
No. The approach adapts to whatever you're already using. Often the real first step is cleaning up and standardizing how that data gets captured in the first place, garbage in is garbage out, which is why these tend to be longer-term engagements, not quick fixes.
Who uses the systems once they're built?
Your team. The goal is always a system your people can run without ongoing dependence on outside help.
How is this different from hiring an operations hire?
Senior strategic thinking without a full-time hire, focused specifically on getting your operating data trustworthy enough to actually run the business on.