For agency owners and CEOs with 6 to 30 client accounts. Each month you get every account's status, the decisions waiting on you, and what to say on the client call.
Get my two free PlaybooksEvery account planned, with the team you have.
The Playbook puts every account on one page, worst first, with the decisions only you can make.
This is your view as the owner. Open it before the week starts and you see which client is slipping, which one has room to grow, and the decisions waiting on you.
| Status | Account | Health | This month | Leads | Plan |
|---|---|---|---|---|---|
| At risk | Injury law firm | 4.1 / 10 | Traffic nearly doubled, but confirmed leads moved only from 7 to 9. Fix tracking before any spend increase. | 9 from 7 | 15 actions |
| Watch | Family dentist | 4.8 / 10 | Leads fell while ad spend held. Two campaigns carry the drop. | 15 from 21 | 9 actions |
| Watch | Roofing contractor | 5.4 / 10 | Leads rose on flat traffic. Broken pages limit the next gain. | 24 from 20 | 8 actions |
| Watch | Estate planning firm | 6.2 / 10 | Traffic steady. Form tracking is back, so next month can be judged. | 11 from 10 | 7 actions |
| On track | Orthodontist | 7.6 / 10 | Leads doubled on search demand. Room to scale the campaign that earned them. | 38 from 19 | 6 actions |
The other three accounts list no decisions this month.
Sample data: five invented accounts. The portfolio page comes with every pricing plan.
The Brief for one sample client. The figures are sample data.
Written for you, the owner. Where the account stands, what is not working, what is, the decisions waiting on you, and what to say on the client call.
The account is buying and earning attention it cannot yet measure or convert. Fix measurement in week 1, cut waste in weeks 1 and 2, then scale what the numbers support.
Open the full sample PlaybookThis page shows the part written for you. The full sample has all five views.
How it works
Pricing
One monthly fee, set by how many client accounts you have. Cancel any month.
For agencies with 6 to 30 client accounts, mostly local lead generation: dental, legal, home services. Not built for e-commerce agencies.
By hand, this work costs at least
$10,800 a month
Senior strategist, 54 hours at $200 to $350 an hour$10,800 to $18,900
The Playbook, Growth plan, flat fee$719
$389a month
Up to 8 accounts ($48.63 per account at 8)
At 8 accounts, at least 24 senior hours back each month, worth $4,800 or more
Connection fee, once: $199
Get my two free Playbooks$719a month
Up to 18 accounts ($39.94 per account at 18)
At 18 accounts, at least 54 senior hours back each month, worth $10,800 or more
Connection fee, once: $299
Get my two free Playbooks$1,099a month
Up to 30 accounts ($36.63 per account at 30)
At 30 accounts, at least 90 senior hours back each month, worth $18,000 or more
Connection fee, once: $399
More than 30 accounts? Ask us.
Get my two free PlaybooksTell us within 14 days. We refund the month and the connection fee.
Weekly: it checks every Google Ads and Meta account, shows what moved, flags what is slipping and where budget is wasted, and writes what to change.
Daily: a check that ads are running and yesterday is in line with the 7-day and 30-day averages.
Covers every ad account on your plan. The rate per account falls as you move up: $12.38, $9.94, then $8.30 on a full plan. Cancel any month.
A live dashboard for each client, built from the same data as the Playbook. It shows your client the numbers.
$39 a month on Starter. $69 on Growth. $99 on Scale.
We add each month's tasks to your project tool, with owner, due week and why. For tools that have an API.
$49 a month. Setup is quoted per tool.
Every account planned, with the team you have. Send two accounts: the one you worry about and the one with the most room to grow. We read their own data and send back a full Playbook for each within 24 hours of access.