Client Roster & Retainers
Manage active agency client profiles, agreements, and recurring bill rates.
TechNova Solutions
ID: TEC-001
Retainer Plan
£5,000/mo
Health Index
Optimal
Profit Margin
92%
Horizon Media Group
ID: HOR-002
Retainer Plan
£3,500/mo
Health Index
Optimal
Profit Margin
88%
Lumina Creative
ID: LUM-003
Retainer Plan
£2,000/mo
Health Index
Review Needed
Profit Margin
74%
Onboard New Client
Set up a new retainer, map their services, and generate a portal link.