Client portfolio
Health combines relationship (35%), media performance (30%), delivery (20%) and financials (15%). If a part has no data, it shows as a gap and isn't guessed.
- Fees
- $1.42M
- Margin
- 41%
- Notice
- Nov 15
Largest account. A new CMO has asked for a creative review, and the TikTok winner's hook rate is down 22% in three weeks.
- Fees
- $1.18M
- Margin
- 22%
- Notice
- Jan 31
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.
- Fees
- $1.06M
- Margin
- 46%
- Notice
- Apr 30
Healthy and profitable, but the holiday hero concept is fatiguing two weeks before Black Friday (Nov 27).
- Fees
- $860k
- Margin
- 48%
- Notice
- Dec 31
Asked for an FY27 B2B video program. The proposal is due Oct 24.
- Fees
- $790k
- Margin
- 44%
- Notice
- Nov 30
Healthy. The notice date is Nov 30 and no renewal conversation has been logged yet.
- Fees
- $720k
- Margin
- 47%
- Notice
- Mar 31
Model-year launch assets are on track.
- Fees
- $690k
- Margin
- 42%
- Notice
- Jan 31
The UGC pilot beat business-as-usual CPA by 31%. Verbal yes on a creator engine expansion.
- Fees
- $640k
- Margin
- 39%
- Notice
- Nov 30
Claims approvals are holding 9 assets in client review. The SOW ends Nov 30 with no extension signed.
- Fees
- $560k
- Margin
- 43%
- Notice
- Feb 28
Invoice PC-2291 ($96k) is 74 days past due while work continues.
- Fees
- $480k
- Margin
- 45%
- Notice
- Jun 30
No executive contact in 41 days and no NPS response, so relationship health is unknown.