For agencies & creative services

Know your true margin on every pitch and retainer.

You win the logo – then find out months later the account's been underwater the whole time. Dealfloor shows delivery margin before you sign, holds a floor nobody can quietly breach, and routes the big discounts for sign-off.

Built on a platform already running in production for an enterprise client.

Mercer & Vale
New business · 12-mo brand retainer
Option C
Annual fee · $45k/mo$540,000
Proposed price (18% off list)$442,800
Cost to deliver · blended rates$248,000
Detailed P&L
DELIVERY MARGIN44%
50% floor
Below the 50% floor. This pitch can't go out until it's approved.
↳ routed to: Managing Director
Sound familiar?

Agencies don't lose money on bad clients. They lose it on good clients, priced wrong.

The margin doesn't vanish in one dramatic moment. It leaks – a discount here, a few extra rounds there – until a client you were proud to win turns out to have been costing you all year.

01

You price to win the logo

The account lead trims the rate to land the client, with no live view of what the discount does to delivery margin. The win feels great. The P&L tells a different story.

02

Scope creep eats the rest

The retainer was thin to begin with – then the extra rounds, the rush jobs, the "quick favors" pile on. By the time finance runs the numbers, the account's been underwater for months.

03

It lives in a rate-card spreadsheet

Blended rates and project P&Ls sit in Excel, copied between account leads, never quite current. No floor, no approval step, no record of who agreed to what.

A pitch, start to finish

How a deal flows.

Step 01

The pitch gets priced

An account lead builds a $45k/mo retainer and discounts 18% to win it. Dealfloor shows delivery margin landing at 44% – against your 50% floor.

Step 02

The floor trips

The pitch is held and routed to the Managing Director with the full P&L. She adds a private note and approves – only because the client committed to the full term.

Step 03

It's on the record

The margin, the discount, and who approved it are logged to the deal. Three months in, when someone asks why, the answer is one click – not an archaeology dig.

Proven in production
The engine behind Dealfloor is already running for an enterprise client on deals far more complex than a retainer – the agency version just speaks your language.

Same governance, tuned to how agencies actually price and deliver.

See it on your numbers

See Dealfloor on your own pitch.

Bring a real retainer or project SOW. In 20 minutes we'll show you the delivery margin, the floor, and the approval flow – running on your numbers, not a canned demo.

No commitment on the call · We'll walk it through on your own retainers
Agencies & creative services

Questions agency leaders ask

How does Dealfloor calculate margin on a pitch or retainer?
Dealfloor shows delivery margin on every pitch and retainer before you sign, factoring in blended rates and the real cost of the team delivering the work – so you know whether an engagement is profitable up front, not at year-end.
Can Dealfloor stop us from signing an account that's underwater?
Yes. Dealfloor holds a delivery-margin floor nobody can quietly breach – if a pitch or retainer comes in below it, the deal can't be signed off until it's reviewed, so a logo you were proud to win doesn't turn out to have lost money all year.
How does Dealfloor handle blended rates across different roles?
Dealfloor prices each engagement against your blended delivery rates, accounting for the mix of senior and junior time on the account – so the margin reflects who is actually doing the work, not an average that hides the real cost.
What happens when a client asks for a big discount?
Dealfloor routes large discounts for sign-off automatically. Instead of an account lead quietly conceding margin to close, the discount goes to the right approver with the delivery P&L attached, so the floor holds.