AGENCIES
You're an agency CEO. Clients leave. Deadlines slip. Nobody can explain why.
Now you can prove it.
Every status meeting sounds fine. Every Slack channel looks active. Then a client escalates and nobody on your team can explain why. The truth is buried in thousands of messages you’ll never have time to read. You don’t have time to find it. We do.
- ✓ Open your inbox every Monday to scored reports showing who delivers and who just looks busy
- ✓ See which accounts are at risk and why before your client picks up the phone to tell you
- ✓ Expose who's toxic, who's your quiet MVP, and who's already halfway out the door
THE GAP BETWEEN WHAT YOU HEAR IN STATUS MEETINGS AND WHAT'S HAPPENING WITH YOUR CLIENTS:
Your account lead, Monday status meeting:
“The client’s happy. Launch is locked in for Friday.”
Your account lead hasn’t responded to the client’s emails in 48+ hours, three times this month. Response times doubled across the account team. The client is already shopping for a new agency. You’ll find out when they don’t renew.
Your creative director, Friday team sync:
“Everyone’s cranking. No issues on my end.”
Your creative director sends aggressive feedback at 3AM. Three designers stopped responding. Two checked out completely. You’ll find out when they quit.
Your VP of sales, last week's pipeline review:
“Pipeline’s full. Big quarter coming.”
Your best sales rep stopped following up with warm leads three weeks ago. Close rates dropped. Two proposals went stale because nobody sent the follow-up email.
These aren’t bad people. They just can’t tell you everything that’s happening across your accounts every day. 
can.
WHAT YOUR TEAM TELLS YOU VS.
WHAT'S ACTUALLY HAPPENING
What You're Working With Now
- Status meetings where every account is “on track”
- Annual reviews based on billable hours and whatever your managers remember
- 1:1s where the answer is always “the team’s doing great”
- Client escalations where you’re the last person to find out something went wrong
- A gut feeling someone’s the problem but no way to prove it
What You Get Every Monday
- Performance scores for every employee, updated weekly
- Flight risk alerts before your best people give notice
- Who’s doing the work vs. who’s billing hours and taking credit
- Toxic behavior flagged with names, timestamps, and specific messages
- Client account health scored weekly so you fix problems before clients escalate
- Clear next steps so you spend Monday mornings acting, not guessing
Here's Exactly
How PERFORMANCEX WORKS
FOR AGENCIES
Every Slack message, Zoom call, and client email your team sends already tells the story. We show you what it means every Monday.
We Connect
15 Minutes
Connect your existing tools: Gmail, Outlook, Slack, Microsoft Teams, Zoom, Asana, HubSpot and Everhour. No disruption to your agents or your clients. No IT team needed.
AI Analyzes
Last 90 Days
PerformanceX analyses the last 90 days of your team’s Slack messages, Zoom calls, emails, and project activity at your agency, and gives you a baseline for each person. Your first report lands on the next weekly run after setup. You read it and see what you have been missing.
Clarity Delivered
Weekly
A report lands in your inbox showing exactly who’s delivering for clients, who’s falling behind, and which accounts need your attention. With specific examples and timestamps. No more guessing. No more finding out about account problems when the client threatens to leave.
PDF GUIDE
The Real Cost of Not Knowing What Your Team Is Doing
Free Agency Guide
The Trust Tax: What It Really Costs When You Can't See What Your Team Is Doing
PDF GUIDE
The Real Cost of Not Knowing What Your Team Is Doing
Why slow client response times quietly kill agency retention
The hidden “mirror effect” where one checked-out account manager drags the whole team down
A worksheet to calculate your agency’s real Trust Tax in lost retainers, stalled projects, and missed upsells
Works With the Tools You Already Use
FROM BLIND SPOTS TO FULL PICTURE:
That customer who called, emailed, then hired your competitor? Now you’ll know exactly where the ball got dropped.
What You Have
What You See
Monday Report:
- Sarah: Hung up on 3 calls.
- Mike: Ignored urgent email.
- Tom: Offered side job.
15-Minute Setup
Connect once
Email, chat and meetings
Email, chat and meetings
No New Apps
Works with what you have
The Always-On Retrospective for Your AGENCY
A retrospective means looking back at what happened to improve going forward. PerformanceX analyzes your team’s communications and delivers weekly reports. Never miss what matters, never waste time guessing.
Real-time:
Weekly:
One PDF per employee with scores, examples, and next steps.
Bi-weekly:
Which problems you fixed and which ones got worse since last Monday.
Monthly:
A month of evidence on every employee, ready if you need to act.
YOU BUILT YOUR AGENCY TO WIN CLIENTS AND DO GREAT WORK. NOT TO MANAGE DRAMA.
Your job is new business, client relationships, and strategic direction. Not putting out fires between your creatives, chasing down your account leads, and finding out your best people quit from their resignation email. Get the clarity to lead your agency, not manage its drama.
Report Breakdown
Page 1
Red alerts
Who needs immediate attention this week
Pages 2-10
Individual Scorecards
Performance scores for every employee
Pages 11-15
Good Behaviors
Wins worth recognizing and reinforcing
Appendix
Conversation Excerpts
Key conversation excerpts that support each finding
Example insights
Jake
Answered an after-hours message from a colleague who was stuck, with practical next steps
Mike
Replied to a client with we will get to it when we can, then no follow-up for 72 hours
Sarah
Rushed through five client requests with a promise to follow up later
Tom
PDF in your inbox at 6AM. Print it. Read it over coffee. Know exactly what to do by lunch.
Questions Agency Ceos Ask Before They Start
How do I know if my account managers are actually taking care of clients or just telling me they are?
Your account managers say the client’s happy. The Slack channels look active. But the proposal that was due last week still hasn’t gone out. PerformanceX shows you who’s responding to client emails within hours and who’s letting them sit for days. You see follow-up frequency, response times, and collaboration scores for every account manager on your team. No more waiting until a client escalates to find out your account lead dropped the ball three weeks ago.
My director says the team is fine. How do I know what's really happening?
Directors filter. It’s not always intentional. They want to protect their team, they want to look good, and they don’t always have full visibility themselves. PerformanceX gives you the same data your director has, plus everything they can’t see: how their team communicates when they’re not in the room, who’s checking out, and whether “fine” means productive or just quiet.
I think one of my senior creatives is billing hours but not doing the work. Can you prove it?
Yes. We score every employee weekly based on their communication and collaboration activity across Slack, email, Zoom, and your project tools. If your senior creative’s output, responsiveness, and peer collaboration have dropped while their hours stayed the same, you’ll see it in Week 2 with specific examples and timestamps. Not a gut feeling. Proof.
Is my VP of Sales actually working the pipeline or just blaming the market?
PerformanceX analyzes your sales team’s email follow-up times, call frequency, prospect responsiveness, and close behaviors. If your VP is blaming the market but the team stopped following up with warm leads three weeks ago, you’ll see it. If market conditions genuinely shifted and your team is working harder than ever, you’ll see that too. Either way, you stop guessing.
My best PM just left out of nowhere. How would PerformanceX have seen that coming?
Your best people don’t complain. They just leave. But the warning signs are all over their Slack messages, emails, and meeting behavior for weeks before they quit. PerformanceX would have flagged her declining engagement, the fact that she was doing the work while her colleague got the credit, and the behavioral shifts that match every flight risk we’ve tracked. You would have known before her resignation that something was wrong and had specific data to act on. The ones you can’t afford to lose are always the first to go.
How much is this people problem costing my agency?
More than you think. Owner time spent on drama, the cost of replacing each person who leaves, and the disengagement that spreads to the rest of the team all add up, and most agencies are not tracking it.
How does PerformanceX turn my gut feeling about a bad employee into evidence?
This is the number one reason agency owners reach out to us. You feel it in every meeting. Your team feels it too. But when you try to explain it to your partner or your lawyer, you’ve got nothing concrete. PerformanceX gives you timestamped evidence: declining response times, dropped collaboration, negative interactions, missed commitments. You go from “I think” to “here’s exactly what happened on Tuesday at 2PM.”
How do I document performance for termination?
PerformanceX generates weekly performance reports with scored metrics, specific examples, and timestamps for every employee. If you need to let someone go, you already have months of documented evidence showing the decline, the conversations that happened, and the chances they were given. PerformanceX gives you the documentation. What you do with it is your call. We don’t tell you who to keep and who to let go. We make sure you have the proof either way.
Won't my team freak out about being monitored?
PerformanceX isn’t hidden, and it’s not surveillance done behind anyone’s back. Every employee gets a weekly scorecard with wins, areas to improve, and clear next steps. Managers get the same report plus team-level insights. Your best strategist won’t tell you they’re burned out from covering for a teammate. Your director won’t admit two people on their team can’t stand each other. PerformanceX gives you the same visibility you already have into your billable utilization and your pipeline. Your people deserve that same level of attention. The result? Problems get addressed in real time instead of piling up.
Can PerformanceX fairly evaluate my employees?
PerformanceX scores employees based on their job description, the work they do, and their communication across company tools. Every score comes from observable, measurable activity: response times, collaboration frequency, follow-through on commitments, and peer interactions. PerformanceX never factors in race, gender, age, sexual orientation, religion, disability, national origin, or any protected characteristic. There’s no personality bias, no recency bias, no “who presents best in the status meeting” bias. The data shows you what happened. You make the decisions. That’s fairer than any annual review your directors have ever written.
I have a creative director who does great work but everyone hates working with them. What would PerformanceX show me?
You’d see the full picture for the first time. Not just that they’re “difficult,” but exactly who refuses to work with them, who’s gone silent in every channel they’re in, and who’s one bad interaction away from updating their LinkedIn. PerformanceX would show you the full cost: the people who quit because of them and the ones who stayed but stopped caring. Your “brilliant but difficult” creative director might do great work. But the rest of your team is either quitting or waiting to.
Isn't this overkill for a 30-person agency?
At 30 people, one bad employee doesn’t just hurt morale. They cost you clients. When your account lead checks out, the client feels it in their next email. When your PM goes quiet on a client thread for three days, the deadline moves and the client remembers. At your size, there’s no buffer between a people problem and a revenue problem. PerformanceX shows you exactly where your team stands every week so you catch it before your clients do.
What tools does PerformanceX integrate with for agencies?
Gmail, Outlook, Slack, Microsoft Teams, Zoom, Asana, HubSpot and Everhour. If your team communicates through it, we analyze it.
What if some of my team uses personal devices?
PerformanceX monitors company-owned tools and accounts, not personal devices. If your team uses company Slack, company email, and company Zoom, we analyze all of it. If someone does all their work through a personal phone and a personal Gmail account, we won’t have visibility into that activity.
How long until I see results?
Your first report lands on the next weekly run after setup, with a baseline for each employee. After full deployment, your first weekly reports land the following Monday. Most agency CEOs tell us the first report alone changes how they think about their team. Each week you get a complete picture of who’s delivering for clients, who’s falling behind, and which accounts need your attention.