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The Agency Margin Workbook

Four worksheets that show you exactly where your agency's money is going — and the three levers that move profit fastest.

What you'll discover inside:

  • Worksheet 1: True gross margin per client — the 4-column calculation that reveals which clients are building your business and which are quietly eroding it
  • Worksheet 2: Utilization audit — how to measure whether your team's hours are turning into revenue or disappearing into internal work and rework loops
  • Worksheet 3: Client concentration risk — the simple calculation that shows whether one churn event would put you in financial stress
  • The 3 margin levers with specific formulas: raise your floor (how firing one low-margin client can increase your profit), productize your best work, and eliminate the revision loop

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