Per-client breakdown

Find out who asks for the most

See out-of-scope work client by client, next to the retainer each one pays. You find the accounts that are quietly unprofitable, and you walk into renewals with numbers.

Free for two clients. No contracts. Cancel anytime.

Client overview · sample
  • NNorthstar Retail$2,500 / month retainer$1,42057% of retainer
  • BBrightside Dental$850 / month retainer$36042% of retainer
  • FFieldwork Co.$1,200 / month retainer$35029% of retainer
  • HHavelock Studio$4,000 / month retainerIn scopenothing extra
See it at a glance

Who stretched the scope this month?

Switch months and watch the accounts that over-ask grow. Hover a bubble for its share of the retainer.

Extra work by client · sample · bubble size = unbilled value
Have confident conversations

The upsell talk.

Asking for a bigger retainer is awkward when all you have is a feeling. It's a different conversation when you can put the figure on the table.

What you can say at renewal

“Over the last 3 months, we've fulfilled $4,200 worth of out-of-scope requests.”

Example wording with a sample figure

Protect your profit margins

Know who to upgrade.

  • Spot unprofitable accounts
  • Move clients to higher retainers
  • Give freebies on your own terms
How the breakdown works

See who stretches the scope

  1. 1

    Compare clients side by side

    Extra requests and their value, per client, against each retainer.

  2. 2

    Spot the heavy askers

    Bubbles grow with unbilled value, so the outliers are hard to miss.

  3. 3

    Raise the retainer

    Walk into the renewal with numbers instead of a feeling.

The next “quick one” gets a price

Set up your first client in about five minutes. Free for two clients.

Start for free