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Client Portfolio Review One-Pager

Show each client's health and revenue at a glance. Agencies use it to spot risks early.

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What’s on It

  • Two-by-two matrixMargin Against Growth: the Eight Biggest
  • Trend linesSix Months of the Real Story
  • Side-by-side profilesHow the €9.3M Is Held
  • The one thing to act onThe Conversation Nobody Has Had

Sample One-Pager. Company and figures are made up.

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Client Portfolio Health
Nordlicht & Vale, Amsterdam · 17 active clients · €9.3M last twelve months
Margin Against Growth: the Eight Biggest
Grow
Vondel Foods
Delphi Sport
Protect
Harberg Bank
Aurelio Hotels
Fix the pricing
Kessel Motors
Ninetree
Let go
Bram & Sons
Okra Health
Six Months of the Real Story
Monthly fee income (€k)€803k
Average project margin24%
Hours written off604
How the €9.3M Is Held
Retainers
Six clients on a monthly fee
€4.9M. The only income we can staff against more than four weeks ahead.
Project work
Campaign by campaign
€3.1M across eleven clients. Every written-off hour this year came from here.
Production
Studio and post
€0.9M at 11% margin. It keeps the studio booked between campaigns and does little else.
Licensing
Repeat use of work already made
€0.4M with no delivery cost against it. Nobody owns growing this.
The Conversation Nobody Has Had
Kessel Motors and Ninetree are 24% of fee income and 6% of profit. Both were priced in 2023 and neither has been re-scoped since. Re-price them by 1 October or hand them back.
Income is up 8% and margin is down seven points. The agency is buying growth with unbilled hours, and 604 of them went out the door in June alone.

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