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Operations Management for Agencies


You’re creative masters. You’re awesome at what you do. How’d you like to spend more time ‘doing’ it, rather than ‘managing’ it? We help agencies like you develop smarter, more profitable ways of working.

Every agency is unique, but there are some shared challenges. If you’re an advertising agency, creative boutique or specialist digital agency – it’s likely that some of these sounds all too familiar.

  • ‘Where are we with the ABC project?’
  • ‘Carla is on holiday, the client wants an update… anybody…?’
  • ‘How much budget do we have left on the Jones contract?
  • ‘What do you mean we made no profit on that piece of work?’
  • ‘Why is our cash flow such a shambles?’




Core Challenges

Communication Complications

No matter what kind of agency you run, the sheer volume of communications you manage can feel overwhelming. Communicating with the internal team, contractors, partners and of course, clients, takes up a lot of the workday. Retaining control and awareness of each and every communication is hard. How much time could your agency save by having a central place to review, respond and manage emails?

Project Visibility

“We don’t know, what we don’t know”. That’s a dangerous place to be for any business, especially a busy and successful agency. When you’re managing multiple people across multiple projects it can be difficult to keep track of where you are at any given time. Losing control is a risk for any agency. Developing practical dashboards that give real-time insight could help you wrestle back control.

Managing Margin

Running an agency is hard. Running a profitable agency is harder. In a competitive world where you want to keep every single client happy, it can be all too easy to accept scope creep. The client wants a new widget, a new landing page or an alternative colour scheme. No problem – we can squeeze that in. The result we lose margin and profitability. Forecasting the impact of this could help your team protect your margin.

Real Problems. Real Solutions.

We believe there’s a better approach to run your agency. An approach that is about LESS tools, not more. An approach that is all about putting you in control and maximizing​ your billable hours. It’s what we call Service Operations, and, through our partnership with Accelo, we’ll help you develop smarter ways of working, driven by a single, powerful application.


Workflow Automation

Use triggers and automation to improve your agencies processes and workflows – speeding up operations.

Centralised Inbox

View all client and team communication in a single place – increasing efficiency throughout your entire agency.

Automated Timesheets

Remove the hassle of time sheets with a system that tracks emails, calendar entries & notes in real time.

Sales Management

Effortlessly manage every sales lead that comes into your agency – from enquiry through to proposal.

Team Scheduling

Ease your capacity planning headaches by managing the peaks and troughs of your agency workload.

Manage Projects

Use a suite of tools to help take the pain out of project management managing client and internal projects.
These guys are Systems Gurus!

Communication was phenomenal; whether via video chat, email or face to face training, all interactions were fun, educational & considerate of our time & priorities.

I couldn’t recommend Waypoint any higher – it was the best investment we made towards the growth of our business. Alex Frankie-Crooks

Manager, Mark Douglass Design - Melbourne

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Get Started

We’ve worked with a number of agencies over the years and we appreciate how difficult it can be to run a profitable agency.

We’re also aware of the fact that creatives want more time to create. Our job to help you navigate the path to a better way so that you and your team can do the creative work you love to do.


If you’re keen to find out more and want to get started get in touch. Or, if there’s a question you have about any aspect of taking a service operations approach to managing your agency, please click on the link to get in touch.