Delivery health
Measure whether promised work is moving on time.
- Work due this week
- Overdue agency actions
- Work blocked by a client
- Unassigned work
Agency delivery scorecard
Review the same small set of signals every week. The purpose is to direct attention, not create another reporting exercise.
Client health
Track the signs that usually appear before a difficult renewal.
- Days since meaningful client contact
- Outstanding approvals
- Unresolved concerns
- Next review date
Capacity
Compare commitments with the team available to deliver them.
- Active clients per owner
- Work due by service
- Repeated bottlenecks
- Accounts requiring founder attention
Apply it to your agency
Get your agency report See which public parts of your client journey need attention.
Start with a clear view