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Feature Per-Client Breakdown

Find out which clients ask for the Most.

Not all clients are created equal. Identify your most demanding clients so you can adjust their retainers, while rewarding those who stay perfectly within scope.

Client Profitability Overview

This Quarter
N

Northstar Retail

$1,420 out of scope

Current Retainer
$2,500/mo
F

Fieldwork Co.

$350 out of scope

Current Retainer
$1,200/mo
H

Havelock Studio

Perfectly in scope

Current Retainer
$4,000/mo

Have confident conversations.

When it's time to renew a client's contract, you shouldn't rely on gut feelings. Bring actual data to the table showing exactly how much extra value you delivered.

  • Identify unprofitable accounts easily.
  • Upgrade clients to higher-tier retainers.
  • Reward good clients with occasional freebies on your own terms.

The "Upsell" Talk

"Hey Northstar, we love working with you. Over the last 3 months, we've fulfilled $4,200 worth of out-of-scope requests. Let's upgrade you to our Pro tier so we can keep supporting you at this volume without interruption."

Sarah Jenkins
Agency Founder
zZ

Protect your profit margins

Know exactly who is paying for your time, and who is taking it.