Marketing Agency Example - Wade AI Solutions

Agency Overview — All Clients

Total Ad Spend

$42.8k

↑ 6% vs last month

Across 8 active clients

Leads Generated

1,247

↑ 18% vs last month

$34.31 avg cost per lead

Avg ROAS

3.2x

↑ 0.4x improvement

Best: Meridian Dental (5.1x)

Client Retention

100%

0 clients churned

Avg tenure: 7.2 months

Leads by Channel This Month

All clients combined

Google Ads

Meta

SEO

Google Ads + Meta = 78% of all leads

Budget Allocation

How ad spend is distributed

Google Ads 42%

Meta Ads 28%

SEO Retainer 15%

Email + Other 15%

Client Performance Scorecard

How each client performed this month.

Meridian Dental

287

$22.40

5.1x

Strong

Oakley Roofing

194

$31.80

3.8x

Strong

Peachtree Fitness

178

$28.50

3.4x

Strong

Magnolia Med Spa

156

$35.20

3.1x

Solid

Southside Auto

142

$38.90

2.9x

Watch

Haven Realty Group

118

$41.20

2.6x

Watch

Bloom Floristry

$29.10

3.2x

Solid

Copper Basin Law

$52.60

2.2x

Watch

Channel Deep Dive

Google Ads

Strong

Search campaigns driving the bulk of high-intent leads. Cost per lead down 11% from February thanks to negative keyword cleanup and improved ad copy testing.

524

Leads

$28

CPL

4.1x

ROAS

Meta Ads

Growing

Retargeting audiences outperforming cold prospecting 3:1. New video creative launched mid-month is showing strong early results with 2.4x higher CTR than static images.

398

Leads

$34

CPL

2.8x

ROAS

SEO / Organic

Steady

Organic traffic up 14% month-over-month. Three new blog posts indexed and ranking on page 1 for target keywords. Local map pack positions improved for 5 of 8 clients.

218

Leads

CPL

14%

Traffic ↑

Email Marketing

Needs Attention

Open rates dipped 4% across the board. Two clients have lists that haven't been cleaned in 6+ months. Recommend a re-engagement campaign followed by list hygiene to improve deliverability.

107

Leads

28%

Open Rate

2.1%

CTR

6-Month Agency Revenue Trend

Oct

$28.4k

6 clients

Nov

$31.2k

6 clients

Dec

$34.8k

7 clients

Jan

$36.1k

7 clients

Feb

$39.5k

8 clients

This Month

Mar

$42.8k

8 clients

Agency managed spend has grown 51% over the last 6 months with zero client churn.

This Month's AI Insight

Southside Auto and Copper Basin Law are at risk of underperforming expectations.

Both clients have seen ROAS below 3.0x for the second consecutive month. Southside Auto's search campaigns are competing against two new competitors bidding on the same keywords - a bid strategy adjustment and expanded negative keyword list could recover margins. Copper Basin Law's landing page has a 72% bounce rate which suggests the page isn't matching search intent. A simple landing page refresh with stronger social proof and a clearer CTA could improve conversion rates by 20-30% based on similar client benchmarks.

→ Adjust Southside bid strategy → Redesign Copper Basin landing page

Recommended Actions for April

Three priorities that will move the needle this month.

1 Scale Meridian Dental's budget by 20% - They're your highest ROAS client at 5.1x and their campaigns are not budget-constrained. Increasing spend from $6,200 to $7,400/month should generate approximately 55 additional leads at the current CPL without diluting performance.
2 Run list hygiene on all email accounts - Open rates dropped across the board this month. Cleaning inactive subscribers (no opens in 90+ days) from Magnolia Med Spa and Haven Realty will improve deliverability and give you a more accurate read on what's actually working in email.
3 Launch video creative across all Meta accounts - The mid-month video test showed 2.4x higher CTR than static images. Rolling this format out to all 8 clients by April 15 could meaningfully improve Meta performance across the board before Q2 budget reviews.