Frontier Audit Results
Findings and opportunities from our five-week discovery engagement.
What we found
Across five conversations with your team, the same frictions kept surfacing. None of them is unusual for an agency your size — and none of them is a technology problem first.
- 01The numbers don't reconcile
- 02Every project starts from scratch
- 03Scope creep quietly eats profit
- 04Campaign reporting is assembled by hand
- 05The pipeline is hard to see
- 06Leadership lacks a clear line of sight
Nine tools. Four months. Built for how Cedar Studios actually works.
Agency-wide tools
Your own Claude instance, configured to know how Cedar Studios talks and works — the groundwork everything else depends on.
Ready-to-use tools for branded decks, pages, and one-pagers, with your Cedar Studios brand kit built in.
Ask anything about any client and get a clear, sourced answer — pulled live from SharePoint, Teams, and shared drives.
Real-time answers to financial questions drawn from Workamajig and Dana’s billing workbook, on demand.
Always know what’s in play — surfacing what’s stalled, aging, or missing the details needed to move forward.
A regular digest spotting at-risk relationships, upsell opportunities, and team capacity strain before they escalate.
Your planning, scoping, and reporting approaches captured once and usable by anyone on the team — no more “ask Nate.”
First drafts that sound like the client, with brand-compliant materials proven first for Cascade Coast Tourism Board.
Recurring scorecards, performance digests, and quarterly decks assembled automatically each cycle, ready to refine and send.
Four months, sequenced to compound
Each phase builds on what came before it. The foundation in Phase 1 is what makes everything in Phases 2, 3, and 4 reliable.
Estimated reductions
What Cedar Studios can expect to spend less on as these systems come online. Ranges reflect typical client outcomes.
The information contained in this presentation is privileged and confidential.
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