All customers

Bluestem Digital Omaha, NE 9 people · 17 retainers

Paid for by March, on one signal

Riley Pemberton set Keepwell up in an afternoon. Within a week the scope-burn signal had found two clients using half their hours, and one using nearly twice.

from sign-up to the first scores
1 afternoon
a year of over-servicing re-scoped
$31,200
clients now inside 20% of scope
17 of 17
Riley Pemberton on a phone call by a window, a notebook open in one hand

Bluestem Digital is nine people in Omaha doing paid search and web work for 17 clients, most of them regional: veterinary groups, credit unions, a home builder. Riley Pemberton has run it for twelve years and describes the agency’s approach to scope, until recently, as “generous.”

“We never said no. A client would ask for one more landing page and we would just do it. I knew we were over on some accounts. I did not know by how much, and I did not want to.”

The first Monday

Riley connected Tallymark and the agency’s invoicing on a Thursday afternoon in January. The first note, four days later, named three clients, all on the same signal.

  • Two were using about half the hours they paid for, and had been for more than a month.
  • One, Greenbriar Veterinary, was at 190% of scope: 38 hours logged against 20 sold, for the third month running.

Twice the work at the same price

Greenbriar had opened two new clinics, and each one had arrived with its own campaigns, its own pages and its own requests. Nobody at either company had decided the retainer should double. It had simply happened, one small favor at a time.

Riley took the drafted agenda to the next check-in more or less as written. “The first question on it was, ‘You have added two locations since we scoped this. Should the retainer reflect that?’ They said yes before I had finished asking.” From April 1 the retainer went from 20 hours to 34, and from $2,500 a month to $5,100. That is $31,200 a year for work Bluestem had already been doing.

And the quiet ones

The two under-used retainers were the more uncomfortable calls. One client had lost their marketing coordinator and had nobody to send requests. Bluestem offered to run a monthly planning session to fill the gap, and the hours came back. The other chose to step down to a smaller plan, which Riley counts as a win. “They were going to leave in the summer. Instead they are paying for what they use, and they renewed.”

All 17 of Bluestem’s clients now sit within 20% of their scope. Riley checks the scope-burn view once a month and reads the Monday note at the kitchen table, before leaving for work.

Setup took one afternoon. The scope-burn signal alone paid for the year by March.

Riley Pemberton

Managing partner, Bluestem Digital

Re-scoped

Greenbriar Veterinary re-scoped

From 20 to 34 hours a month, at $5,100/mo from Apr 1.

Start a 14-day trial

More stories

Your next renewal, six weeks early

Connect your tools today and read the first scores tomorrow morning. Fourteen days free, no card needed.

Renewed

9:14 AM ET

Wexford Realty renewed

12 more months at $8,400/mo, signed after the Sep 17 check-in.

Health 48 → 74 in three weeks