Reporting week swallows the team
The last week of the month goes to assembling reports and the first week to sending them. Client-facing proof of work becomes the biggest unbilled deliverable on the calendar.
SEO is a recurring-deliverables business: audits, briefs, links, and a report at the end of every month. The work repeats, the process lives in people's heads, and nobody knows which retainers are actually profitable.
Free plan at launch. No card, and one email, when it opens.
The problem
When every client gets the same monthly cycle, small inefficiencies multiply by the whole book, and so do small losses.
The last week of the month goes to assembling reports and the first week to sending them. Client-facing proof of work becomes the biggest unbilled deliverable on the calendar.
Briefs in docs, links in a sheet, tasks in the PM tool, client emails in someone's inbox. "Did client X get their content briefs this month" should not require an investigation.
The $2k retainer from two years ago still gets the same monthly cycle as the $6k one. Without hours against each client, there is no way to know which retainers earn and which just recur.
Where to start
Make the monthly cycle a system instead of a heroic effort, and let the hours it logs price the retainers.
Sprints, time and workload, with AI estimates played back against reality.
The monthly cycle per client as sprints with time logged, so recurring deliverables stop depending on memory and reporting week stops being a surprise.
Clients see delivery, invoices and change requests without a status call.
Clients log in and see what shipped this month next to their invoices. The proof-of-work email, and half the reporting theatre, retires itself.
Live profitability per project, worst first, with a projection of where each one lands.
Each retainer against the hours it actually consumes, worst first, month after month. The two-year-old retainer that lost its economics finally shows up.
Searchable memory for how your agency works and what it has decided before.
Your audit checklist, brief templates and past decisions, searchable by the whole team. The process stops leaving when a senior does.
Pricing
Solo at $39 fits an independent consultant running a small retainer book. Studio at $99 covers a team of 3 to 15 with the Money department, which is where retainer margin becomes visible.
$39/mo
For independent consultants and one-person shops
$99/mo
For agencies of 3 to 15 people
The OS is pre-launch. Join the waitlist for early access in signup order and launch pricing locked.
Free plan at launch. No card, and one email, when it opens.