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.

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 34%. 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.

90-SECOND DEMO:

SEE WHAT YOUR MONDAY  MORNING REPORT LOOKS LIKE

The PM thread shows deadlines slipping and nobody responding. Two proposals went stale because no one followed up. See exactly how PerformanceX catches both in your Monday report.

No login needed. No complicated dashboard.  Just open the PDF and see the truth.

WHAT YOUR TEAM TELLS YOU VS.
  WHAT'S ACTUALLY HAPPENING

What You're Working With Now

What You Get Every Monday

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: Slack, Email, Zoom, Teams. Non-invasive. No IT lift. No changes to how your team works. Every Monday, each employee and their manager gets a performance report with specific wins, areas to improve, and next steps.

AI Analyzes

48hr Analysis

Name the account manager you’re worried about and the strategist you’d bet on. Within 48 hours, we analyze 12 months of their Slack messages, Zoom calls, emails, and project activity at your agency, and hand you a detailed analysis. You read it & see what you’ve been missing. Then you deploy PerformanceX across your entire agency.

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.

Opportunity

122X

ROI From Agencies Using
Performance Monitoring

Cost Risk

60 Days

To Act Before You Lose
the Person Holding Your
Biggest Account Together

First Contact

30%

Of Agency Overhead Spent
Managing People Instead
of Managing Clients

Retention

Week 2

When You Catch Problems
Instead of Your Clients
Catching Them

PDF GUIDE

The Real Cost of Not Knowing What Your Team Is Doing

Free HVAC 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

6-page PDF. No fluff.

Works With the Tools Your Agency Already Runs On

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:

15-Minute Setup

Connect once, monitor forever

Catches Everything

Calls, emails, texts – nothing missed

No New Apps

Works with what you have

The Always-On Retrospective for Your AGENCIES

A retrospective means looking back at what happened to improve going forward. PerformanceX continuously monitors every interaction, alerting you immediately to urgent problems while organizing everything else into clear weekly reports. Never miss what matters, never waste time guessing.

Real-time:

Instant alerts when someone costs you a customer on a recorded line.

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

Real Examples You'll See:

Jake

Responded to after-hours email from stuck tech with troubleshooting ideas

Mike

Replied to ABC Property: “We’ll get to it when we can” – no follow-up for 72 hours

Sarah

Dispatcher Sarah rushed through 5 emergency calls saying “we’ll call you back”

Tom

Told customer on recorded line to “call my cell for a better price”

PDF in your inbox at 6AM. Print it. Read it over coffee. Know exactly what to do by lunch.

Name Two Employees.
We'll Show You the Truth.

Name Two Employees.

We'll Show You the Truth.

Pick the one where something feels off but you can’t prove it. And the one you think might be your quiet MVP. Within 48 hours, you’ll know more about these two employees than you’ve learned in the last year of running your agency. No contracts. No payment. Just the truth about how they perform.

Pick the one where something feels off but you can’t prove it. And the one you think might be your quiet MVP. Within 48 hours, you’ll know more about these two employees than you’ve learned in the last year of running your agency. No contracts. No payment. Just the truth about how they perform.

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. Billable utilization across agencies fell to 68.9% in 2024. The question is whether your team is part of that problem.

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 60 days before her resignation that something was wrong and had specific data to act on. 96% of agency employees feel confident they could find another job. 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. For a 30-person agency at $4M in revenue, the math looks like this: $187,200 in owner time spent on drama (12 hours a week at $300/hour), $80K-$160K to replace each person who leaves, $447,000+ in total annual damage from just two toxic employees when you factor in turnover and disengagement. For most agencies, people problems cost 20-33% of revenue. You’re just 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. Companies using evidence-based evaluation reduce wrongful termination suits by 40%. 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. Companies using this approach report 22% higher employee satisfaction.

Is it legal to monitor my employees with PerformanceX?

Federal law (ECPA) permits monitoring on company-owned devices with proper notice. We handle the notice and consent framework for you. Companies using evidence-based evaluation reduce wrongful termination suits by 40%. Here’s the real legal risk most agency CEOs miss: when you know about toxic behavior and don’t act, “accident” becomes “negligence.” Documentation protects you. Gut feelings don’t.

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 put a number on it: $447,000+ per year from just one toxic employee when you factor in the people who quit because of them and the ones who stayed but stopped caring. Employees are 54% more likely to quit when a toxic colleague is on their team. 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?

Slack, Gmail, Outlook, Zoom, Google Meet, Microsoft Teams, Aircall, RingCentral, Discord, Asana, and Jira. If your team communicates through it, we analyze it. Setup takes 15 minutes and requires zero IT lift. Your team keeps working exactly like they do now.

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. For most agencies, the company tech stack covers 95%+ of work communication.

How long until I see results?

48 hours for your first two-employee proof analysis. 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. By Week 4, you have a complete picture of who’s delivering for clients, who’s falling behind, and which accounts need your attention.

AGENCY CEOS: NAME TWO EMPLOYEES.
SEE THE TRUTH IN 48 HOURS.

Every week you wait, your best strategist gets closer to quitting, your problem employee costs you another client, and your director keeps telling you everything’s fine. Fill in your details below. We’ll analyze two employees free and deliver the report in 48 hours.

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