Accounts

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.

FY26 feesCRM

$8.4M

10 accounts · top 3 are 44%

Watch or at risk

$3.8M of fees

Below margin targetFinance

Under 42% contribution

You sponsor

$5.09M of fees

All You sponsor Notice in 120 days Watch or at risk

Lumora Beauty

Beauty & skincare · DTC

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.

Pulse Games

Mobile gaming · Mobile app

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.

Vantix Cloud

Cloud infrastructure · B2B

Fees: $860k
Margin: 48%
Notice: Dec 31

Asked for an FY27 B2B video program. The proposal is due Oct 24.

Helio Money

Consumer fintech · Mobile app

Fees: $790k
Margin: 44%
Notice: Nov 30

Healthy. The notice date is Nov 30 and no renewal conversation has been logged yet.

Atlas Home

Home marketplace · eCommerce

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.