Bundles
Agency Operating Bundle
Four agency tools together, at a lower price than buying them separately. It isn't on sale yet.
Coming Planned, not on sale. There is no checkout and no pre-order, so nothing can be charged. The bundle will be available once three of its tools are on sale. There's no date yet.
01What's in it
Four tools, each answering one question
One tool is on sale today. The other three are in progress and have no release dates yet.
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01
Client Profitability Tracker
See what each client and project contributes after delivery costs, by month, in the currency you report in.
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02
Retainer Burn & Capacity Planner
See whether a retainer's hours will last the month, and whether the team can take on more.
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03
Project Quote Calculator
Price a project from hours, rates and direct costs, so the quote still pays after delivery.
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04
Cash & Runway Planner
See how many months the cash covers if a client pays late or leaves.
02Price
Planned price
US$99–129planned range for all four tools
- This is a planned range, not a price you can pay today. The final price is set when the bundle goes on sale.
- It will cost less than buying the four tools separately. When it goes on sale, the separate-price total will be shown next to it, so you can check the difference yourself.
- The prices of the other three tools are also set when each one launches.
03Licenses
Licenses for agency work
Two licenses. Both let you edit the workbook, keep backups and share the reports it produces. Neither lets you pass the editable file to another business.
These are the licenses for the Client Profitability Tracker today. If you keep working copies for client businesses you manage, you need Agency/Team.
Single-business
included at US$49
For one business or sole trader, and everyone who works in it: staff and contractors.
- Allowed
- Edit and extend the workbook, keep backups, share reports and results with your team, clients, advisers and board.
- Not allowed
- Using it for a second business, giving an editable copy to a client or anyone outside the business, reselling or posting it online.
30-day money-back guarantee. No questions asked.
Agency/Team
US$99
For an agency and up to 5 client businesses it manages, and everyone who works in the agency.
- Allowed
- Everything in Single-business, plus separate working copies for up to 5 client businesses you manage, as long as you keep the file and send them the results.
- Not allowed
- Giving clients or anyone outside your agency an editable copy, reselling, or including it in a product, course or template library.
The full terms are in the download and shown before checkout. Nothing in them limits rights you have under consumer law. Read the full license terms
04Today
What you can do now
The Client Profitability Tracker is the first tool in the bundle, and it's on sale now.
Client Profitability Tracker
Contribution by client, project and month, before overhead.
US$49one-time purchase · Single-business license
Following the next tools
There's no mailing list to join yet. Once the free lite edition is released, signing up for it also gets you one email when each new tool launches. Until then, each tool's page shows where it stands.
See the free lite edition05Questions
Questions about the bundle
Can I pre-order the bundle or join a waiting list?
No. There is no pre-order and no checkout for the bundle, so nothing can be charged. Once the free lite edition is released, signing up for it also gets you one email when each new tool launches.
When will the bundle be available?
Once three of its four tools are on sale. There is no date yet.
If I buy the tracker now, what happens when the bundle launches?
The tracker is yours to keep, with free updates for every 2.x release and the Google Sheets edition when it ships. We haven't decided how the bundle will work for people who already own one of its tools, so we're not promising an upgrade or a discount.
Which license do I need for client work?
Single-business covers one business and everyone who works in it. If you keep separate working copies for client businesses you manage, use Agency/Team, at US$99 for up to 5 client businesses. Details are on the license page.