See where the hours go against what clients pay.
Team and margin shows capacity and margin by client and by person, so you can re-scope before a retainer goes under water.
Sample agency and clients. Every name and figure on screen is made up.
Team and margin shows hours against what each client pays, by person and by client, and warns when a retainer is running over, so an agency can re-scope before the margin is gone.
Three things to notice on Team and margin.
Sample agency and clients. Every name and figure on screen is made up.
One client is at 116% of its retainer with five days left. The cause is named: an extra fold-in nobody priced. Mara asks Roc what to do, and gets a re-scope and a change order to send.
You find out a retainer lost money at year end.
Re-scope before a retainer goes under water.
Three steps. A person approves the last one.
Connect your team and rates
See margin by client
Re-scope or re-price early
Team and margin works on Kept.
Every feature in RocMode for Agencies lifts one stage of the Selection Ladder, the seven things that must hold for a buyer to choose a business.
What needs you today, the money, the team, the brand.
What agencies ask about Team and margin.
Also in the product: Money.
Is it a resourcing tool?
It shows capacity and margin. For detailed scheduling, keep Float or similar.
Who can see it?
Owners and the people you choose.
Does it link to Money?
Yes.
