The SUPERTOOL for social media agencies

Stop chasing approvals, late invoices, your team and spreadsheets.

Everyone gets their own view.

You see the whole agency.Your team sees the day, with time on every task.Each client sees their own posts, numbers and invoices.
DashboardFinanceOperationsAI CEO
DM
Tuesday, October 27 · week 44

Workload

Team load
This week · 38 h is a full week
82%1 over capacity
Bookedof 152 hours124 h
Over a full weekLeo5 h
UnbookedSpread over 3 people28 h
Balance this week
Move the Atlas Fitness edit to Mina

6 hours of edits this week. Mina has 20 hours open.

LOLeo 113%113% → 97%
MSMina 47%47% → 63%
Move the Saltbox community replies to Ava

3 hours a week. Ava has 6 hours free.

Content

Every client's posts for the week, and where each one stands.

Content calendar

15 posts for 5 clients · 1 held · 4 waiting on clients

This weekOct 26 – Nov 1
Client
Mon26Tue27Wed28Thu29Fri30Sat31Sun1
HPHarbor & PineHarborWaiting on RosaApproved by Rosa, 9:20 a.m.
11:00 a.m. IG Story 9:00 a.m. IG Reel 12:30 p.m. IG Post 6:00 p.m. TikTok
FFFern & FieldFern3 a week · Mina3 a week · Mina
8:00 a.m. IG Reel 8:00 a.m. IG Stories 11:00 a.m. IG Reel
CDCoastline DentalCoastlineHeld until the invoice is paidRescheduled to Fri, Oct 30
10:00 a.m.Held FB Post 4:30 p.m. IG Post
AFAtlas FitnessAtlas4 a week · Leo4 a week · Leo
7:30 p.m. IG Reel 6:00 p.m. TikTok 6:00 a.m. IG Reel 12:00 p.m. TikTok
MRMaple Row BakeryMaple2 a week · Ava2 a week · Ava
7:00 a.m. IG Post 9:00 a.m. Carousel
Money

Revenue, retainers, profit and unpaid invoices.

Revenue

$301,000

Since Aug 1 · profit $42,800 · average margin 29.0%Since May 1 · profit $86,900 · average margin 28.9%Since Jan 1 · profit $137,600 · average margin 28.4%

up 2.2%September on August

MRR14 retainers · October $48,200 +$9001.9% this month New+$1,400 Upsell+$600 Churn−$1,100
Profit, est.September $16,300 29.6%margin, up 0.6 pts Payroll 52% · Contractors 10% · Overhead 8% · Profit 30%
Outstanding3 invoices $12,450 $2,750 overdueCoastline Dental, 6 days
AI CEO

Ask it anything about your agency.

What do you want to know?

Written by TreladoRead: Team, Content

Leo.Heisbooked43hthisweek,113%ofafullweek,andtheAtlasFitnesseditisdueThursday.Minahasthemostroom:movingthe6-houredittoherbringsLeoto97%.

Leo goes to 97%, Mina to 63%

Pick a plan. Change it any time.

Studio

For a small agency getting organized.

$135 a month, billed $1,620 yearlya montha month, billed $1,620 yearly
  • Up to 10 clients
  • 2 team seats
  • Content calendar and client approvals
  • A portal for every client
  • Invoices through your own Stripe

Agency

Most agencies

For a growing team with a full roster.

$450 a month, billed $5,400 yearlya montha month, billed $5,400 yearly
  • Up to 30 clients
  • 10 team seats
  • Everything in Studio
  • Workload, time off and payroll
  • The AI CEO and its morning brief

Scale

For agencies running many teams.

$1,350 a month, billed $16,200 yearlya montha month, billed $16,200 yearly
  • Unlimited clients
  • 25 team seats
  • Everything in Agency
  • Client portals on your own domain
  • Single sign-on for your team

Yearly plans are paid up front, at 10% off.

Tomorrow morning, start with the brief.

Set up your agency today. Your first brief arrives the next morning.

Trelado7:02 a.m.

Wednesday, October 28

Morning, Dana.

Three things need you today.

  1. Coastline Dental is 7 days late on $2,750Send the reminder with October's results.
  2. Harbor & Pine owes you 4 approvalsDue tomorrow. Rosa usually answers by noon.
  3. Leo is booked 113% this weekMoving the Atlas edit to Mina brings him to 97%.

Read your clients, team, money and content at 7:00.