Boutique agency standardised engagement delivery for 14 clients
Five-person social agency managing 14 active retainers across fashion, F&B and wellness.
Challenge
The agency was juggling four different engagement vendors with inconsistent delivery windows, no shared dashboard and recurring billing reconciliation pain. Account managers spent ~5 hours per week chasing status.
Approach
We consolidated all 14 retainers under a single account with category-based plans and a unified ticket queue. Recurring weekly orders were scheduled via the dashboard so account managers only intervened on exceptions.
Result
Account managers reclaimed roughly five hours per week each, which translated to two extra discovery calls per AM per month. Client churn over the following quarter dropped from a baseline of two cancellations to zero.
“The pipeline went from spreadsheet plus four logins to one tab. Our AMs stopped being couriers.”
Composite testimonial. Real client identities protected; metrics directional based on aggregated panel data.