Client Report Writer
Turns the month's platform exports into a plain-language client report draft for the account lead to finish
Stays out: Client data the contract keeps out of third-party tools
MARKETING & CREATIVE AGENCIES
Get Your Marketing & Creative Agencies Data AI‑Ready
The Marketing & Creative Agency Pack is how Small Biz Data works with agencies that sell time and talent on retainers and projects. It starts with the retainer: hours sold, hours used, and the client reporting that eats senior time every month.
Who It's For
Marketing, digital, paid media, content, design and branding firms. Their data sits across project management and time tracking, a CRM, the books, client ad and analytics accounts, shared drives and chat.
What We Measure
Utilization
Share of staff hours charged to client work
Where It Comes From: Time tracking
Retainer Burn
Hours used as a % of hours sold, for each retainer each month
Where It Comes From: Time tracking and contracts
Overservicing Hours
Hours worked beyond what each retainer or project was sold for
Where It Comes From: Time tracking and contracts
Effective Hourly Rate
Fee revenue divided by hours worked, by client
Where It Comes From: Books and time tracking
Gross Margin by Client
Fee revenue minus staff and freelancer cost, for each client
Where It Comes From: Books, time and freelancer invoices
Revenue per Employee
Fee revenue divided by staff
Where It Comes From: Books plus staff list
Client Concentration
Share of fee revenue from the three largest clients
Where It Comes From: Books, by customer
Client Retention Rate
Share of clients at the start of the year still active at the end
Where It Comes From: CRM or books
Proposal Win Rate
Share of proposals that become signed work
Where It Comes From: CRM
Reporting Hours
Staff hours spent building monthly client reports
Where It Comes From: Time tracking
Targets are set from your own history, never from industry averages.
AI Assistants We Set Up
Each assistant is a Claude Project set up on your own Claude Pro account with model training off, and drafts are always reviewed by a person.
Brief & SOW Builder
Drafts creative briefs, proposals and SOWs from past jobs and the rate card
Stays out: Other clients' confidential details
Client Brand Voice
Keeps one client's brand guide and voice notes so drafts start on-brand
Stays out: Unreleased campaign material the client hasn't cleared
Creative Review Notes (optional)
Turns client feedback rounds into a clear change list
Stays out: Final client assets
What Stays With You
Small Biz Data organizes and connects the agency's data. Client contracts decide where client material may go, and the agency follows them, including any terms on disclosing AI use and on who owns AI-assisted work.
How Ready Is Your Business?
Twenty yes-or-no statements written for Marketing & Creative Agencies. About five minutes, nothing to sign up for.
Other Industries
- Trades & Home Services
- Construction Contractors
- E-Commerce
- Restaurant Groups
- Real Estate Brokerages
- Property Management
- Financial Planning & Advice Firms
- Insurance Agencies
- Law Firms
- Accounting Firms
- Architecture & Engineering
- Staffing Agencies
- Higher Education
- Nonprofits
- Veterinary Clinics
- Industrial Equipment Sales
- Small Manufacturers
Ready to Make Your Data Actually Useful?
Book a free 30-minute assessment. We'll walk through your current data situation, spot the highest-leverage fixes, and give you a clear path forward — no commitment.
No commitment · No technical jargon · 30 minutes