For agency owners who bill by retainer

You can't tell which clients are actually making you money.

Not because you're bad at this — because nobody hands you the fifteen minutes of math it takes to find out. This toolkit does the math. You just plug in real numbers.

See what's inside — $297

One-time. No subscription. Instant access.

The gut-feel problem

You know your revenue. You probably don't know your margin — client by client, after the real hours your team actually spent, not what you scoped six months ago. Most agency owners find out a client is unprofitable at renewal, when it's too late to do anything but eat it for another year or lose the account entirely.

"I priced this retainer at $2,400/month a year ago. I have no idea if it's still worth it — we've added scope, hired someone new, and I just haven't sat down to do the math." — the conversation this toolkit exists to make unnecessary.

The fix isn't a gut check. It's three numbers, checked monthly, against a target you set — not an industry benchmark someone's guessing at.

What's inside

The Core System — 4 Calculators + Decision Guide

  • Client Profitability Calculator — real margin per client, this month, color-coded against your own target
  • Retainer Pricing Calculator — the price floor for any new retainer before you send the proposal
  • Scope Creep Cost Calculator — exactly what unpaid overage is costing you, monthly and annualized
  • Rate-Increase Impact Calculator — the real cost of asking vs. not asking, side by side
  • The Pricing Decision System guide — how to derive your real hourly cost, the 15-minute monthly review process, and a 3-scenario script library for the scope-change conversation
  • One-page Quick Reference — print it, pin it, stop re-deriving the same numbers

Immediate Add-on — Onboarding & Scope-of-Work Template Pack (+$150)

  • New Client Onboarding Checklist
  • Scope of Work template
  • Scope Change / Change Order Request template
  • Kickoff Call Agenda

Operational templates — not legal documents. Have your own services agreement reviewed by an attorney separately.

Comparable agency profitability systems from established consultants run $997+
$297

Not because it's worth less — because it's built to do one job well instead of everything a consulting practice sells. You're not paying for 5 hours of video; you're paying for four working calculators and the decision process that ties them together.

Get instant access — $297

Add the Template Pack at checkout for $150 more.

Does $297 pay for itself?

We're not going to tell you what you'll save — we don't know your numbers, and anyone who claims to without asking is guessing. Here's the actual arithmetic instead. Enter your real loaded hourly cost (the toolkit shows you how to derive this) and see the one-time threshold.

—hours of overage to break even on the $297 core
—hours to break even on core + $150 template pack

Once, across your whole client roster — not per month, not per client. Whatever you catch after that is the payback.

For reference, not a promise: the Scope Creep Cost Calculator inside this toolkit ships with a worked example — a single client running 5 hours/month over scope at a $60 loaded rate. That example alone works out to $300/month in unpaid overage: more than the core toolkit's entire one-time price, from one client, in the first month you catch it. Whether your numbers look anything like that example is exactly what the calculator is for finding out — this isn't a claim about your results, it's the same arithmetic you'll run on your own clients five minutes after buying.

If it doesn't show you one real number, refund. No hassle.

Run the Client Profitability Calculator on one real client. If it doesn't tell you something about that client's margin you didn't already know with confidence, email for a full refund within 30 days. We're not guessing you'll like it — we're telling you the math is the math.

Before you ask

Is this a course?
No. It's working tools plus the guide that tells you how to use them. No video lessons to sit through — open it, plug in your numbers, get an answer.
Do I need any software or account?
No. Everything opens in any web browser, works offline once downloaded, and needs no sign-up.
What if I have staff, not just myself?
The calculators handle blended owner + staff hours and costs — built for agencies with a small team, not just solo operators.
Will this tell me exactly what to charge a new prospect?
It gives you the price floor — the minimum that protects your margin. What you actually charge is a positioning decision the tools don't make for you, and we'd rather tell you that now than oversell it.