Maya Chen
Owner view
Delivery operating system
Purpose-built agency delivery with campaign briefs, milestones, dependencies, recurring work, deliverables, budget burn, blockers, client-visible notes, and profitability.
Active budget
$325,000
Across retainers, projects, and campaigns.
At-risk work
2
Projects with blockers or margin compression.
Total blockers
9
Escalated delivery impediments.
Avg margin
40%
Current gross margin across delivery.
Q2 Retention Growth Engine
Solace Skincare - Email marketing
Budget burn
38%
Hour burn
42%
Projected margin
55%
Industrial Website Relaunch
Apex Industrial - Web design
Budget burn
68%
Hour burn
88%
Projected margin
22%
Investor Trust Video Campaign
Luma Finance - Video production
Budget burn
43%
Hour burn
53%
Projected margin
49%
Neighborhood Launch Social Retainer
Fieldstone Properties - Social media
Budget burn
76%
Hour burn
93%
Projected margin
18%
Assigned delivery work with priority, billability, and due date.
Finalize retainer renewal options
Fieldstone Properties - Daniel Mokoena
Build Apex technical SEO redirect map
Apex Industrial - Ava Martinez
Cut Luma 30-second executive variant
Luma Finance - Theo Brooks
Prepare Solace weekly performance narrative
Solace Skincare - Daniel Mokoena
Campaign objectives, channels, spend, launch timing, and KPI progress.
Glow Routine Launch
Increase repeat purchase rate by 18% - Meta, Klaviyo, TikTok
Trust Signals for High-Net-Worth Investors
Generate qualified consultation bookings - LinkedIn, YouTube, Landing page
Open House Velocity Sprint
Book 220 viewings across 3 neighborhoods - Instagram, Google Ads, Email
Project phases preserve blockers, predecessor work, launch dependencies, and approval gates.
Campaigns and projects can track kickoff, creative lock, launch, report, and renewal moments.
Retainers use recurring deliverables and task templates with budget and hour burn rollups.