Spend Optimization

Agency Roster Audit

A full map of your agency roster showing where fees overlap, where relationships are too small to justify their overhead, and where contract terms need fixing — plus consolidation scenarios and negotiation briefs ready to use.

Under 30 minutes
ROSTER MAP5 agencies · $3.9M in feesCreativeMediaSocialPRRetailDigitalAgency A$1.2MAgency B$1.4MAgency C$0.7MAgency D$0.5MAgency E$90kCoveredOverlapSub-scaleScenario A$180–240kFold Agency D into ALow riskScenario B$260–310kOne social lead (A)RecommendedScenario C$95–130kDigital moves to BSome riskRENEWAL CALENDARHollow dot marks the notice deadlineQ4 '26Q1 '27Q2 '27Q3 '27Q4 '27D: exitB: renegotiateA: rebidE: fold inC: extendFive agencies, six scopes, and where the fees overlap.

The old way

Specialist consultant

Typical cost
$25K-$100K
Typical time
4-8 weeks

With MorningAI

Under 30 minutes

Included in your MorningAI platform — 6 deliverables, ready to use

What you get

  • A normalized roster map covering every agency, scope, brand, and fee
  • Findings on scope overlap, sub-scale relationships, and outlier pricing across the roster
  • A contract hygiene review flagging billed travel, unpriced bundles, and auto-renewals
  • Multiple consolidation scenarios with estimated savings ranges and key risks
  • Per-agency negotiation briefs with a clear ask and fallback position
  • A renewal calendar sequencing upcoming contract decisions

When to use it

Before an agency review or repitch, when leadership questions how many agencies you have or what they cost, or whenever you need to cut non-working agency dollars.

Run this playbook in MorningAI

What takes a consultancy months takes MorningAI minutes.

Already a customer? Open MorningAI and run it now →

Was this playbook helpful?