My Sales CFO Is for Agencies Who Want To Keep the Clients They Win
The Campaign Crash Test
A 90-minute session that stress-tests one campaign, pitch, or retainer for commercial weak spots.
- Spot margin killers before the CFO does
- Protect your best work from getting challenged
- Walk away with 3 fixes you can use instantly
Best for:
Price:
£595 flat
The Agency OS
An 8 Week transformation that installs financial clarity inside your agency so you can protect revenue, speak the CFO's language, and become the strategic partner clients keep around.
- Rebuild how you price, position, and present
- Run reviews the CFO respects
- Align delivery with business performance
Best for:
Price:
Custom proposal
The Shadow CFO
When the numbers get uncomfortable or the conversation turns commercial, you don't need to do it alone.
- Sense-check your own numbers, pricing, or delivery model
- Prepare for tough retainer reviews or budget meetings
- Have someone else ask the hard questions in a client pitch or negotiation
- Represent your agency in the room when finance gets involved
Best For:
Delivery:
- Custom hourly or retainer-based model
- Private internal calls or client-facing representation
- Always positioned as part of your extended senior team
Price:
Starts from £1250/month or £250/hour
This Isn't Just Accounting
We don’t do balance sheets or bookkeeping.
We help you keep your clients by fixing the financial weak spots that make great
campaigns fail.
What Makes Us Different
You'll speak client- side finance
Learn how to handle pushback from the boardroom with clear, confident logic.
We teach, not just analyse
You'll get tools and scripts your team can use, so you're never left explaining value the hard way.
We keep it real
No waffle. No jargon. Just practical commercial insight your clients will respect.
Frequently Asked Questions
No. We don’t do tax, compliance, or month-end. This is strategic financial performance advice, built specifically for agencies. We help you stop great campaigns from triggering bad business outcomes. Your accountant keeps you legal. We keep you profitable
The Agency OS is a structured sprint designed to embed financial clarity into how you sell, deliver, and retain. We cover pricing, proposal language, margin protection, and how to run strategic reviews that impress the client’s CFO. It’s a mix of 1:1 sessions, tools, and messaging frameworks you can apply right away.
It’s a 90-minute deep dive into one of your campaigns, pitches, or client retainers. We stress-test the commercial side, margin, pricing, fulfilment strain, so you can fix issues before the CFO or procurement team flags them. You get a written summary with clear next steps. Fast, practical, and built for agencies.
Creative, performance, and strategy-led agencies, usually with £500K-£10M turnover…who are doing good work but facing commercial friction: client churn, margin pressure, price objections, or confused CFOs.
We’re not working on your numbers. We training you to use the numbers to see your clients bigger picture and show them what they mean. Lead conversations with senior decision-makers and keep control of your client relationships. This is smarter strategy, not service delivery.
- Easier upsells and renewals
- Better pricing confidence
- Stronger client retention
- Fewer awkward CFO conversations
- And a system for protecting value, before it gets questioned
You don’t need it. We’ll keep it clear, practical, and jargon-free. You won’t need to open a spreadsheet. You’ll walk away with language, not numbers… things you can say in meetings that change how clients see you.