Agency client portfolio

Cross-client visibility, retainer-aware.

Clients

Use the Clients surface. Columns: client, retainer ($), hours/mo allocated, hours used MTD, status (healthy / at-risk / overrun), renewal date, owner.

Engagement docs

One section per client. Relationship context, scope, key contacts, history.

[Client name]

• Engagement type: retainer / project / hybrid
• Started: date
• Key contacts: names + roles
• Active scope: current work
• History: prior projects, key wins, friction points

Renewal queue

Use the Renewal queue surface. Auto-populated from clients within 60 days of renewal. Columns: client, renewal date, current MRR, proposed MRR, status (negotiating / signed / lost).

Cadence

• Weekly: review hours-used vs allocated. Flag overruns.
• Monthly: review at-risk clients. Schedule re-engagement.
• 60 days pre-renewal: open negotiation.