How to solve the profit visibility problem in your agency

Welcome to episode 166.

This conversation is going to be particularly interesting for you if you’re an agency owner struggling with spreadsheets, disconnected systems and lack of visibility over pricing, profitability or resourcing.

It’s a story about how one agency owner solved their own operational problem, turned that internal solution into a platform, and is now helping other agencies solve the same challenges.

I’m joined by Anna Appleton-Clayton, Managing Director of We Create Digital and CEO of Rofinery. With over 15 years of agency experience, she understands both the day-to-day pressures and the bigger challenges agencies face as they grow. She’s taken that firsthand experience and built Rofinery to reflect how agencies actually operate - focusing on practical and intuitive features that work in the real world, not just in theory.

Alfie Wenegieme is the Founder of Profit Sprout Consultancy, COO of Rofinery and a chartered accountant with over 18 years’ experience helping agencies unlock profitability and commercial success. Alfie helps agencies of all sizes from small to medium size independent firms to global players to strengthen financial management, build robust commercial operations, and elevate commercial capability across teams through training.

We talk about:

  • why so many agencies are still running on gut feel

  • why time tracking still matters

  • where profit can quietly leak out of the business

  • which clients are actually worth more focus

  • and how AI is changing client expectations around speed, cost and value.

You can find out more about Rofinery here: https://rofinery.com/


You can connect with Anna and Alfie here:
https://www.linkedin.com/in/anna-appleton-claydon/

https://www.linkedin.com/in/alfie-wenegieme/

https://www.linkedin.com/company/rofinery/

If you’d like more insights on agency account management, client retention and growth, go to the Home page and sign up for my newsletter.

Jenny Plant

This article was written by Jenny Plant is the founder of Account Management Skills and a straight-talking coach for agency account managers, focused on practical tools to help you retain client relationships and grow your accounts.

Jenny is also a podcast host, speaker, trainer and workshop facilitator.

https://accountmanagementskills.com/
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