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.
For SEO agencies
The same month, every month
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.
Every module unlocked for 14 days. Card details at checkout, nothing charged until day 14, cancel any time before then.
The problem
The SEO version of the problem
When every client gets the same monthly cycle, small inefficiencies multiply by the whole book, and so do small losses.
Deliverables tracked in five places
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.
Retainers priced by habit
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
The modules that fit a recurring book
Make the monthly cycle a system instead of a heroic effort, and let the hours it logs price the retainers.
Projects & Time
DeliverySprints, 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.
Client Portal
DeliveryClients 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.
Margin
MoneyLive 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.
Second Brain
BrainSearchable memory for how your business 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
The plans that fit
Basic at $99 fits an independent consultant running a small retainer book, Money department included, where retainer margin becomes visible. Plus at $199 gives a growing book of clients 3x more usage than Basic.
Know which retainers earn
Every plan runs the whole OS, and every one starts with a 14-day trial of all of it. Card at checkout, nothing charged until day 14.
Every module unlocked for 14 days. Card details at checkout, nothing charged until day 14, cancel any time before then.