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
4
$3.8M of fees
Below margin targetFinance
3
Under 42% contribution
You sponsor
5
$5.09M of fees
LB
Lumora Beauty
Beauty & skincare · DTC
↓14Watch · 63
relationship
performance
delivery
financial
- 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.
PG
Pulse Games
Mobile gaming · Mobile app
↓6Watch · 73
relationship
performance
delivery
financial
- 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.
FF
Fernway Foods
Packaged food · DTC
↓5Watch · 71
relationship
performance
delivery
financial
- 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.
KP
Kinfolk Pet
Pet subscription · DTC
↓4Watch · 71
relationship
performance
delivery
financial
- Fees
- $560k
- Margin
- 43%
- Notice
- Feb 28
Invoice PC-2291 ($96k) is 74 days past due while work continues.
CS
Corvid Security
Cybersecurity · B2B
Unknown
relationship
performance
delivery
financial
- Fees
- $480k
- Margin
- 45%
- Notice
- Jun 30
No executive contact in 41 days and no NPS response, so relationship health is unknown.