Agency morning report · Tue 5 May
Northwind Growth
Pre-call snapshot. The four numbers that decide your day, what your agents handled overnight, and what needs you before 09:00.
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Live since 04:00 EST · 3/3 agents online · last sync 12s ago
Avg client ROI
0.0x
Spend → pipeline-revenue, blended
↑ 0.6xvs last 30d
Why: Acme Co dragging average to 4.2x. Top three retainers (Whitman, Apex, Velocity) all running 5x+.·Pause Acme variant B by EOD or reset weekly review at 3pm.
Spend → revenue
0.00x
Last 30 days · 14 active campaigns
↑ $48k → $204kvs last 30d
Why: Healthcare-vertical paid social outperforming SaaS by 38% on CPM and 52% on conversion.·Reallocate $6k from SaaS retargeting to healthcare prospecting.
Retainer health
0%
8 on track · 2 at risk · 1 churn watch
↓ 2 at riskvs last 30d
Why: Whitman renewal in 14 days with no QBR booked. Acme Co flagged churn-risk on ROI guarantee miss.·Book Whitman QBR today; pause Acme variant B.
Today's read
Healthcare creative is winning, Acme Co is the canary. Two retainer fires need eyes today.
Action list
Acme Co campaign · ROI dipped to 2.1x, below 3.2x guarantee
HubSpot$5k credit at stakeVariant B underperforming · pause + re-cut?
Whitman Group renewal · 14 days out, no QBR booked
Outlook$8k MRR at stakeContact: Maya Lin
Mercer Industrial · new lead inbound from Q4 LinkedIn campaign
HubSpotMQL score 84 · route to senior AE
Velocity Health · pipeline forecast missed by 18%, end of month
Salesforce$32k pipe at stake3 deals slipped from May
Apex Scientific · creative test variant C outperformed by 32%
Meta AdsRoll out + budget reshuffle
Agent activity
6 events / 24hCampaign Monitorrunning now
Re-scoring 14 active campaigns against ROI floor.
Campaign Mon.Acme Co under guarantee floor 2.1x vs 3.2x · pause recommended22s ago
Reply Watcher4 hot leads routed to senior AEs · Mercer score 844m 50s ago
Lead SyncHubSpot ↔ Salesforce reconciled, 142 records merged27m ago
Campaign Mon.Apex Scientific variant C +32% CTR · roll-out queued41m 20s ago
Reply WatcherClassified 23 inbound · 4 hot, 19 warm1h 5m ago
Lead SyncVelocity Health forecast variance flagged · −18% vs target1h 48m ago
Pipeline (this month)
$204,000
32 deals · weighted by stage
committed $57klikely $69kupside $44k
CAC blended
$142
Down from $176 last month
Hours saved by agents
37 hrs / wk
Reporting · QA · creative tagging
Reporting auto-gen
14h
Creative QA
11h
Lead routing
8h
Other
4h
System status
HubSpotsynced 18s ago
Salesforcelive
Meta Ads14 active
Google Ads1 disapproved
Slacklive
OpenAIagents healthy
all critical systems green