Marketing Agencies / CEO Command Center

Your whole agency, on one screen.

Retainers, team capacity, cash and what's moving in the agency market. Your project tool, your CRM, Xero and your time tracking each hold a piece. This puts the pieces together so you can see the business at a glance.

Example agency: Studio ABC, 18 staff, 22 retained clients, $3.6M revenue target. The agency and its numbers are made up. The market insights are real and sourced.

How are we tracking?

Key Numbers

This quarter, pulled from Xero, your time tracking and your project tool.

Revenue this quarter

$812k

90% of the $900k quarterly target, with 2 days left.

Team utilisation

64%

Billable hours against a 75% target. That gap is about 180 unbilled hours this month.

Effective hourly rate

$142

Against a $180 rate card. $38 an hour goes to over-servicing retainers.

Retainers at risk

3 of 22

$21k a month in revenue. Flagged for over-scope hours, late approvals or no contact in 30 days.

Click Act or Watch on any card to see what AI recommends.

What needs me?

Priorities

Ranked by impact on the business. Number 1 comes first, and nothing else gets your time until it's done.

Your list

0 of 5 done

The priorityDental group retainer at 138% of scoped hours. Re-scope it or bill the overageAccounts

Then, in this order

Chase $24k across 4 overdue invoicesFinance

Rebalance the studio: 3 designers over capacity, 2 writers underStudio Ops

Send monthly reports to 22 retained clientsAccount Management

Follow up the building group's retainer proposalNew Business

Click a status to update it.

What's happening in my industry?

Key Market Insights

Three things currently affecting Australian agencies, and what each one means for yours.

58%

Your clients have no AI plan

58% of Australian marketing leaders have no documented AI roadmap, and 83% of organisations sit in the early stages of AI maturity.

Why it mattersClients are looking for a guide. An agency with a safe, shared way of using AI is easier to trust with the work.

ACAM via Campaign Brief, Jul 2026 ↗

-20%

Fewer pitches, harder procurement

Australian media pitches dropped from 52 to 40 in the first half of 2026, and client procurement is pushing agency fees below historical norms.

Why it mattersWith fewer accounts in play and less room on price, margin has to come from how efficiently you deliver.

Trinity P3 via Mumbrella, Aug 2026 ↗

28%

Clients are taking execution in-house

Only 28% of B2B marketing leaders expect their agency budget to grow, down from 41%. Planned spend on content creation fell 15 points, yet 93% still use agencies in some form.

Why it mattersKnow which of your retainers are execution-heavy, because those are the ones most likely to shrink.

Forrester via IT Brief, Jul 2026 ↗

Insights last updated 28 September 2026.

We started our AI journey with One Level Up. Loz tailored the sessions to our industry and our challenges. A team member with zero prior experience recently freed up 2h30 on a single task, whilst keeping client data completely secure and reviewing the final output herself. We're now rolling the adoption program out to the entire team so the time and cost savings compound.

Brett Walker, Director, Align Business Accountants

See your agency like this.

We build your command center from the tools you already use. No new CRM, no new project tool. Leave your email and we'll show you what yours could look like.

Or book a 15-minute chat.