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Comprehensive retainer scope governance, billable utilization & change-order recovery.

Real-time retainer hour burn tracking against client scope with automated overage alerts — transforming unbilled scope drift into approved change orders and recurring retainer growth.

Real-time retainer burn velocity tracked against agreed client scopes of work
Automated scope alerts triggering priced change-order addenda before excess work begins
Precise timesheet capture mapped directly to client deliverables and billable utilization
dashboard.neonbee.app/marketing-agencies
Live Workspace
Neonbee Marketing Agencies operations software interface
✦ Retainer Hours Reconciled · Scope creep flagged
Real agency teams
+24%
Utilisation
−27%
Revenue leakage
−35%
Billing cycle
MRR
From projects
See it on a real Marketing Agencies workflow

A 20-minute demo on your own flow — not a generic tour.

Step 1 of 2

Takes under a minute · no credit card

Chosen by teams in interior design, facilities management, furniture manufacturing and professional services.
Where it hurts today
Unbilled scope creep absorbed inside fixed-fee monthly retainers
Under-logged creative and strategy hours delivering 130% output for 100% agreed remuneration
Manual reconciliation of pass-through media spend and production expenses
Contract anniversary dates slipping without scheduled fee renegotiation
What Neonbee gives you
Real-time retainer burn velocity tracked against agreed client scopes of work
Automated scope alerts triggering priced change-order addenda before excess work begins
Precise timesheet capture mapped directly to client deliverables and billable utilization
Structured quarterly reviews backed by verified hours data to drive contract renewals
Marketing Agencies work in progress
Professional Services

This is the work. Neonbee runs the business behind it.

Not a generic ERP bent into shape — the flow below is your flow, in your language, from the first enquiry to the recurring contract.

Specialized AI Workforce Available

Creative & Marketing Agencies Neura Fleet (10 AI Agents)

10 autonomous Neura agents for digital, design, and performance agencies.

Client Intake & Brief AgentOnboarding

Guides new clients through interactive creative briefs and auto-populates project tasks.

Scope Creep DefenderMargin Protection

Counts revision rounds and prevents out-of-scope requests from silently eroding agency margins.

Retainer Allocation CopilotResource Mgmt

Balances client retainer hours across copy, design, media, and dev departments.

Asset Review & Approval BotClient Collaboration

Shares interactive proofing links and collects timestamped client approvals.

Your business flow — one thread

From the first lead to the recurring contract.

Every stage lives in one system. The amber dots are where agencies typically lose margin — and the ✦ Neura agents underneath work exactly those stages.

1Win the retainerlead → signed MSA
Inbound lead / RFP
CRM
Stale Lead Follow-Up
no lead goes quiet
Discovery / brand audit
Projects
Proposal + scope of services
CRM
Quote Chaser
pending proposals get chased
MSA + retainer e-sign
Sign
Ask Neura Assist, any time in this phase — “What's our proposal win rate this quarter?”
2Deliver the workkickoff → media spend
Kickoff & resourcing
People Connect
Retainer scope tracker
Projects
Retainer Burn Monitor
overage flagged before it's free work
Time & expense capture
Timesheets
⚠ revenue leak
Timesheet Nudge
under-logged hours chased
Creative production & approvals
Projects
Scope-creep / change request
Projects
⚠ revenue leak
Change Order Guard
creep becomes a priced change order
Media spend + markup
Accounting
Ask Neura Assist, any time in this phase — “Which retainers are over their hours this month?”
3Get paidinvoice → collections
Monthly retainer invoice
Accounting
Invoice Reminder
overdue invoices chased
Collections
Accounting
Weekly Cash Summary
cash position, every Friday
Ask Neura Assist, any time in this phase — “Who owes us money, and how overdue?”
4Renew & growthe thread never ends
Performance report
Insight
Report Builder
the client report, drafted monthly
Retainer renewal + upsell
CRM
Renewal Radar
renewals raised before they slip
recurring — the retainer renews, the next brief lands in stage 1
Ask Neura Assist, any time in this phase — “Which retainers renew in the next 60 days?”
a stage in your flowwhere money typically leaksrecurring revenuetags = the module that runs that stage · ✦ = the agent working it
Real scenarios

The situations that actually cost you money.

Not feature lists — the specific moments that quietly cost a Marketing Agencies business money, and the exact steps Neonbee runs instead.

1

The retainer that quietly became 1.6x

The moment: A £6k/month retainer scoped at 40 hours. The client starts sending 'quick asks' on Slack.

On your current stack

The team absorbs them. Six months in the account is delivering 65 hours a month for the same fee, and it reads as a resourcing problem rather than a scope problem.

With Neonbee
Time is captured against the retainer and its scope lines
Delivered vs. retained hours are visible weekly, not at renewal
Out-of-scope requests are logged and priced as additional work
The renewal conversation is evidenced with actual delivery data
Timesheets · Projects · CRM

Over-servicing is visible while it's still fixable — and priced when it isn't.

2

Three rounds of revisions that became seven

The moment: A campaign scoped with two revision rounds and a stakeholder who keeps adding reviewers.

On your current stack

Feedback arrives across email, Slack and comments on a shared doc. Nobody can point to where round three ended, so the extra rounds are free.

With Neonbee
Deliverables carry their agreed revision allowance
Client feedback is captured against the deliverable, in one thread
Rounds beyond scope trigger a priced change before work restarts
The approval is recorded with who signed it and when
Projects · Inbox · Sign

Revision scope is a tracked, enforceable number rather than an argument.

3

Utilisation guessed from a spreadsheet

The moment: Deciding whether to hire a third designer.

On your current stack

Utilisation is estimated from memory and a partially completed timesheet, so the hire is a gut call — and the freelancers you use instead never make it into the margin picture.

With Neonbee
Billable and non-billable time is captured against clients and projects
Freelance and contractor cost posts to the same project
Utilisation and project margin are live by person and account
Hiring and pricing decisions use real capacity data
Timesheets · Projects · People Connect · Insight

Capacity decisions rest on measured utilisation, not on impressions.

Free playbook

The Marketing Agencies Business-Flow Playbook

The full flow above, mapped step by step — with the margin leaks marked and how teams plug them. Free, by email.

Inside Neonbee

The work, the money, one connected view.

A live view from the Accounting module — CFO-grade statements, computed from the same connected record that runs the rest of your business.

Neonbee Accounting module — live view
See your workflow in it Book a demo
20 minutes · on your real workflow · no commitment
Live in days, not months

Pre-configured for your vertical. Import your contacts and items, switch on the modules you need, start working.

One bill replaces 10+ tools

No Zapier fees, no integration maintenance, no sync drift. One price, per seat, all modules included.

AI with guardrails

Neura assists proactively, but every action that moves money or commits your company asks for your approval first.

Questions, answered

What most teams ask before the demo.

Straight answers — and anything we haven't covered, ask us live on the call.

Ask us directly
How long does it take to get live?

Most teams are up in 3–5 days. We configure your trade settings, migrate your customers, products and open jobs, and train your team in two 45-minute sessions.

Can we keep using our existing accounting tool?

Yes. Neonbee has a complete double-entry accounting engine built in, but we also sync 2-way with QuickBooks, Xero, Sage and Tally if you prefer to keep your accountant where they are.

Does the AI act on its own?

Neura has two modes: Assist (answers, drafts, summaries) and Execute (real actions through agents). Every Execute action lands as an approval card — nothing runs without your sign-off, and everything is audited.

Is our data used to train AI models?

No. Your data stays yours — it is never shared or sold, and Neura reasons over it privately to help your business only.

What if we only need a few modules?

That's the normal path. All 20 Operations modules share one record, but you switch on only what you need and add the rest when you're ready — pricing follows what you use.

Next step

See Neonbee run a Marketing Agencies business.

A 20-minute demo on your own workflow — comms, operations and Neura, working end to end.

Book your 20-minute demo

On your real workflow · no commitment · reply within one business day