DW
Saturday, October 17

Good morning, Dave

1 decision needs you now and 8 more are coming up. Next week has 2 client meetings and 4 one-on-ones.

Decide nowClients

Lumora Beauty renewal is at risk before the Nov 15 notice date

Health 63 (relationship and performance weak). Largest account. A new CMO has asked for a creative review, and the TikTok winner's hook rate is down 22% in three weeks.

Impact
$1.42M annual fees
Owner
You
Decide by Nov 15
in 29 days
Next: Meet the CMO with a plan. Lead with: Expert-talent concept won on Meta: +16% ROAS at 93% confidence.Open brief →
Net revenue, YTDFinance
$6.34M
+$30k vs plan
FY margin forecastFinance
40.8%
Target 42%
Team booked, next 4 wksPlanner
90%
5 people over 105%
Test win rateMedia
64%
7 of 11 read · 3 running

Coming up 8

PeopleComing up

Animation & motion is booked at 108% for the next four weeks

Elliot, Hana, Camila, Sofia, Tess are over 105%. The Motion Design Lead req has been open 74 days.

Next: Approve freelance cover for the peak and move non-urgent work past Thanksgiving.

Impact
5 people over
Owner
Marco Rossi
By Oct 23
in 6 days
GrowthComing up

Vantix Cloud: FY27 B2B video program is due Oct 24

Proposal, 60% likely.

Next: Sign off pricing and the team plan.

Impact
$620k
Owner
Priya Raman
By Oct 24
in 7 days
MoneyComing up

Pulse Games is running at 22% margin against 40%

Client is happy and performance is strong, but asset volume has run 38% above the SOW tier since August and the extra versions weren't billed.

Next: Volume is 38% over the contracted tier; propose re-tiering at the Oct 28 QBR.

Impact
≈$212k margin gap / yr
Owner
Marco Rossi
By Oct 28
in 11 days
CreativeComing up

Lumora Beauty: "Glow in 7 Days" is wearing out on TikTok

Hook rate down 22% in 21 days at 3.9 frequency. It carries 33% of spend.

Next: Ship new hooks on the same concept by Oct 30 and line up a backup concept.

Impact
33% of spend
Owner
Maya Chen
By Oct 30
in 13 days
MoneyComing up

Q4 freelance is forecast $20k over budget

$200k forecast against $180k, mostly holiday motion work. FY margin forecast is 40.8% against 42%.

Next: Decide whether to absorb it, bill it through change orders, or move work to January.

Impact
$20k
Owner
You
By Oct 31
in 14 days
CreativeComing up

Northpeak Outdoor: "Trail-Tested Holiday" is wearing out on Meta

CTR down 34% in 10 days at 4.8 frequency. It carries 41% of spend.

Next: Ship new hooks on the same concept by Nov 13 and line up a backup concept.

Impact
41% of spend
Owner
Jordan Ellis
By Nov 13
in 27 days
GrowthComing up

Start the Helio Money renewal conversation

Notice date is Nov 30 and no renewal conversation is logged. The account is healthy (80).

Next: Open the renewal with a CTV extension of the Money Myths series.

Impact
$930k renewal
Owner
You
By Nov 30
in 44 days
ClientsComing up

Fernway Foods renewal is at risk before the Nov 30 notice date

Health 71 (delivery weak). Claims approvals are holding 9 assets in client review. The SOW ends Nov 30 with no extension signed.

Next: Meet the Brand Director with a plan. Lead with: Propose a standing weekly legal review slot.

Impact
$640k annual fees
Owner
You
By Nov 30
in 44 days

Keep an eye on 5

MoneyKeep an eye

Kinfolk Pet invoice PC-2291 is 74 days overdue

Next: Ask Finance to escalate and raise it at the next client touchpoint.

Impact
$96k
Owner
Finance partner
By Oct 22
in 5 days
DeliveryKeep an eye

9 Fernway Foods assets are stuck in client review

Next: Agree a standing review slot with the client.

Impact
9 assets
Owner
Ava Thompson
By Oct 24
in 7 days
ClientsKeep an eye

No exec contact with Corvid Security in 41 days

Next: Schedule a sponsor check-in and send the NPS pulse.

Impact
$480k account
Owner
EVP Media
By Oct 30
in 13 days
DeliveryKeep an eye

QA first-pass rate is 81% against 90%

Next: Refresh the QA checklist and scope auto QA in Monks.Flow.

Impact
Rework hours
Owner
Chloe Martin
By Oct 30
in 13 days
PeopleKeep an eye

Motion Design Lead req has been open 74 days with 1 candidate

Next: Decide between widening the search and promoting from within.

Impact
Hiring
Owner
Marco Rossi
By Oct 30
in 13 days