What does this skill do?

Agency Skill’s Monthly Planning tool structures the monthly planning process for marketing agencies, linking the previous month’s results to the goals for the coming month. It balances the team’s capacity between client deliverables and internal growth, defines clear priorities for each client, and generates a comprehensive document that serves as an agenda for monthly meetings and an operational reference throughout the entire cycle.

Clear Revenue Goals
Set monthly revenue goals and link each team action to the expected financial outcome.
Capacity Balancing
Allocate the team's time between client work and the agency's growth initiatives.
Map of Priorities by Customer
Identify at-risk customers, upsell opportunities, and key deliverables for each account.
Review of the Previous Month
Analyze last month's successes, failures, and lessons learned so you don't repeat mistakes and can replicate what worked.

Usage examples

📅 Planning for the Start of the Month
Create the monthly plan for May 2025 for my agency. April revenue: €22,400; May target: €28,000; 8 active clients; team of 3 people.
⚠️ At-risk client
Generate the monthly priority map, noting that Client C has been at risk for three months due to a lack of growth and needs a recovery plan.
📈 Upsell opportunity
Plan for the month with a focus on closing the ad copy upsell with Client F, who currently only has traffic management.
👥 Team Assignment
Allocate the team's hours among the 8 current clients and the 3 prospecting meetings scheduled to bring in 2 new clients.

Features

Structured Review of the Previous Month Analyze successes, failures, and key lessons learned to turn the experience into continuous improvement.
Quantifiable Goals for the Month Define revenue, new customers, NPS, and capacity utilization targets as a dashboard.
Map of Priorities by Customer A table listing the priorities, deliverables, risks, and opportunities for each account to help focus efforts.
Equipment Capacity Allocation Allocate time between delivery and growth, avoiding overloads and ensuring time for prospecting.
Owner's Strategic Agenda List the actions that only the owner can carry out: sales, key decisions, and growth initiatives.
3 Priorities for the Month Define the three goals that will make the month a success and serve as a guide when the unexpected happens.

Frequently asked questions

Yes. The structure works for both one-person agencies and teams of 10 or more people. The only difference is the level of detail in capacity allocation.
Revenue from the previous month, this month's target, current customer base, team capacity, customers at risk or with upsell potential, planned growth initiatives, and lessons learned from last month.
Yes. The output is designed to serve as an agenda for the monthly meeting, allowing you to review priorities, assign responsibilities, and keep the team on the same page.
Explicitly allocate team hours to both types of work, ensuring that prospecting and independent initiatives are not overshadowed by day-to-day operations.
Monthly Agency Planning — Structured Management with Claude AI

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