Agency glossary

Your complete resource for client management, billing, and business operations terminology.

A

Account Management Account Manager ACH Payments Agency Gross Income (AGI) Agency Management Platform API Integration Approval Workflows Average Billable Rate (ABR)

B

Billable Hours

C

Capacity Planning Churn Rate Client Concentration Client Lifecycle Management Client Lifetime Value (CLV) Client Onboarding Client Pitch Client Portal Client Segmentation Client Workspace Creative Brief CRM (Customer Relationship Management) Custom Domain

D

Deliverable Management Delivery Margin Dunning Management

E

Enterprise Accounts

I

Intake Form

K

Kick-Off Meeting

L

Lead Generation

M

Milestone Tracking Monthly Recurring Revenue (MRR)

N

Niching

O

Order Form Overhead Overservicing

P

Pass-Through Expenses Payment Gateway Performance Metrics Productization Productized Service Profitability Analysis Project Dashboard Project Intake Project Manager

R

Rate Card Resource Allocation Retainer Model Revenue Forecasting

S

Scope Creep Scope of Work (SoW) Service Bundling Service Catalog Service Level Agreement (SLA) Service Tier Stakeholder Management Subscription Billing

T

Team Handoffs Template Editor

U

Utilization Rate

V

Value-Based Pricing

W

White Label Partner Workflow Automation Workload Tracking