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Retention and margins: Keep clients and your best people, and grow margins by handling more clients without more hours

Why agencies lose clients and performance marketers, how to keep knowledge when someone leaves, and how to raise margins by cutting repetitive work per account.

3 guides

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1Why Agencies Lose Clients: The Repetitive Work TrapGuide · 2 min read2Knowledge Transfer Plan When a Performance Marketer LeavesChecklist · 2 min read3How to Increase Agency Margins by Handling More ClientsGuide · 2 min read

All guides in this topic

Guide · 2 min readWhy Agencies Lose Clients: The Repetitive Work TrapClients leave when their account stops getting thinking time. When checking, diagnosing and reporting fill the week, str...Checklist · 2 min readKnowledge Transfer Plan When a Performance Marketer LeavesThe pain of a resignation is knowledge that lived in one head. Keep a per-client record of access, targets, account stru...Guide · 2 min readHow to Increase Agency Margins by Handling More ClientsMargin grows when each account needs fewer hours without lowering quality. Measure the hours per account, remove repeata...

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Meta Ads operationsAgency operationsAI for agenciesAgency growth

Stop losing 12 days a month to manual work

Where the 12 days go, for an agency running 4 Meta ad accounts

Checking every account, every day
22h
Cofoundr: Morning Intelligence
Working out what changed and why
44h
Cofoundr: Wasted Spend Detective and Account Health Score
Building client reports
28h
Cofoundr: Automated Client Reports
94ha month, about 12 working days

Scenario: 15 minutes of checking and 30 minutes of diagnosing per account per day over 22 working days, plus 2 reports per account at 3.5 hours each. Your numbers may differ.

Cofoundr is the operating system for performance marketing agencies. Connect your Meta ad accounts and get health scores, wasted spend detection, automation, white-label reports and AI in one workspace. 14-day free trial, no card required.

See how much time you can saveTry the time calculator