FREE AGENCY PROFITABILITY TEMPLATE

What If The Cast of Friends Reunited And Opened a Marketing Agency?

We modeled it—clients, salaries, margins and all. But it wasn't just for fun: we built it for our own clients, and now it's available for you too!

Download the spreadsheet and plug in your clients, team, and pricing to quickly see who’s profitable, who’s not, and where your margins are getting squeezed.

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You Know Your Revenue. But Do You Know Your Margins?

You can tell someone your retainer rates. You can probably rattle off your monthly recurring revenue. But ask yourself — right now, without opening a spreadsheet — which of your clients are actually profitable? Which ones are eating hours faster than they're generating margin? Which team members are underwater on their accounts?

If you can't answer that cleanly, you're not alone. Most agency owners are running on gut feel and top-line numbers, and they don't find out a client is a margin drain until it's already done the damage.

The problem isn't that you don't care about profitability. It's that you've never had a simple way to see it.

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“As I continue to build my company, Igor has become an invaluable resource. He offers unique insights that have helped me navigate complex financial decisions, allowing me to focus on growth and strategy. His proactive approach and deep understanding of business finances make him an essential partner for any entrepreneur looking to succeed.”

A spreadsheet that shows you exactly where your agency makes — and loses — money.

The Agency Profitability Planner is a free Excel template built for marketing and creative agency owners who want to stop guessing and start managing their business on real numbers.

Plug in your clients, your team, and your pricing. In about 30 minutes, you'll have a complete picture of your agency's financial health at the account and headcount level.

Client-Level Profitability For every client on your roster, the planner calculates:

Hourly realized rate vs. hourly cost
Gross margin by account
Net profitability per client
Which relationships are working — and which need a conversation

Team Utilization For every person on your team, the planner shows:

How their hours are allocated across your book of business
Their cost attribution by client
Whether your payroll is working as hard as it should be
Where utilization is too high, too low, or misaligned with revenue

After 30 minutes with this tool, you'll know:

Which clients have healthy margins — and which don't
Whether your rates are actually covering the cost of the team on each account
Where your headcount is generating the most return
Which accounts are candidates for repricing, restructuring, or a difficult conversation