Every client on one screen, under your name
One workspace per client with its own numbers, Sprints and tasks, a portfolio that shows who needs you first, and client reports with your logo.
What gets in the way today
Retainers that quietly lose money
Scope creeps an hour at a time and the effective rate falls before anyone notices.
A tool per client
Each client lives in its own spreadsheet, board and folder, so the portfolio view is in your head.
Reports that show activity, not results
Monthly reports list what was done. Clients want to know what it moved.
Portfolio view
Every client with one health word and the reason: hours over scope, the hourly rate falling, late tasks or no numbers, with the fee and rate for each.
Portfolio view
Every client ranked by who needs you first, with the reason in words.
Client delivery Sprints
Onboarding, scope control, repricing, reporting, renewals and paid ads, each with tasks and a playbook.
Reports under your name
Client reports in Word, PDF or a live link, with your agency's name and logo on Pro and Scale.
Clients as collaborators
Invite a client to view, comment and vote on the work, without a membership of their own.
Proof of what worked
Each decision measured one and three months later, ready for the renewal conversation.
Agency tools
Retainer profitability, team capacity and renewals, filled from each client's numbers.
118 Sprints written for agencies, and more each month.
The same rhythm, every week
Monday
The portfolio: who is over scope, who is late, who is quiet.
Every day
Each client's tasks and signals, one workspace at a time.
Thursday
A client update drafted from the week's work.
Each month
Fee, hours and results in; every client's report ready.
Before you ask
How many clients can I run?
Pro includes 3 workspaces and Scale 10, one per client. More are coming with larger plans.
Can my team use it with me?
Yes. Invite editors who work in the workspace and collaborators who view, comment and vote. Pro includes 3 free collaborator seats and Scale 10; you can also pay for an editor's seat at a team discount.
What happens to my data?
It stays yours. Google is read only, nothing is shared unless you make a report link, and you can export or delete everything from your settings.
Can clients see everything?
No. A collaborator sees the work and the numbers of their own workspace only, and a report link shows results, never your playbooks or lessons.
Start with last month's numbers
Set up in a few minutes; this week's Sprints are waiting.
Join from $29 a month