Agency
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Retainer margin template
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AI for the busywork
You make the calls. AI does the busywork.
Operator-tested fixes that win back hours, protect margin and get you paid faster.
For agencies, consultants, freelancers and SMEs.
Client B
Hours a month90
Fee$2,000
Delivery cost$2,602
Margin−30%
Example data
Four ways in
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Consultant
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Retainer margin template, for any monthly client
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Operator stories
Who did the work.
Real before-and-after cases from people who run the business. What they ran before, what they changed, what moved, and where the number comes from. Every number is checked against its source, and nothing is published until the operator signs it off.
WhoOne line: role, business type, team size
BeforeWhat they ran and what it cost them
What changedThe workflow, and who checks it
The resultHours, margin, clients or cash, measured
SourceWhere the number comes from
First stories land in November
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How we work
The rules.
01
Outcomes before tools
Every piece starts with what moved: hours, margin, clients kept or cash collected. The tool comes last, if at all.
02
Every number has a source
Each figure traces to an operator's own records or a published source. Example figures are labelled as examples.
03
A person signs off
Every workflow we show has a human review step before anything reaches a client.
04
An AI host, disclosed
Our presenter, Margin, is an AI. The operators and experts are real people.