Frontier Audit Results

Cedar Studios

Findings and opportunities from our five-week discovery engagement.

Frontier Audit ResultsCedar Studios
The diagnostic

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.

  • 01
    The numbers don't reconcile
  • 02
    Every project starts from scratch
  • 03
    Scope creep quietly eats profit
  • 04
    Campaign reporting is assembled by hand
  • 05
    The pipeline is hard to see
  • 06
    Leadership lacks a clear line of sight
Frontier Audit ResultsCedar Studios
Before we build

Getting your house in order

Six decisions and clean-up steps only your team can make. A system built on tangled inputs just automates the tangle.

  • 01
    Pick one set of numbers to trust
  • 02
    Decide who owns what
  • 03
    Write down how Cedar Studios works
  • 04
    Agree what counts as a lead
  • 05
    Get comfortable re-pricing scope
  • 06
    Decide where the raw materials live
Frontier Audit ResultsCedar Studios

Nine tools. Four months. Built for how Cedar Studios actually works.

Frontier Audit ResultsCedar Studios
What we’d build · 1 of 2

Agency-wide tools

Your Foundation
Agency-wide
+

Your own Claude instance, configured to know how Cedar Studios talks and works — the groundwork everything else depends on.

Your Design and Creation Tools
Agency-wide
+

Ready-to-use tools for branded decks, pages, and one-pagers, with your Cedar Studios brand kit built in.

A Client Intelligence Database
Agency-wide
+

Ask anything about any client and get a clear, sourced answer — pulled live from SharePoint, Teams, and shared drives.

A Live Financial Dashboard
Agency-wide
+

Real-time answers to financial questions drawn from Workamajig and Dana’s billing workbook, on demand.

A Live New Business Pipeline
Agency-wide
+

Always know what’s in play — surfacing what’s stalled, aging, or missing the details needed to move forward.

Frontier Audit ResultsCedar Studios
What we’d build · 2 of 2

Agency-wide & per-client

A Client Health & Team Health Dashboard
Agency-wide
+

A regular digest spotting at-risk relationships, upsell opportunities, and team capacity strain before they escalate.

Your Agency Playbook & Methodology System
Agency-wide
+

Your planning, scoping, and reporting approaches captured once and usable by anyone on the team — no more “ask Nate.”

A Client Brand & Voice System
Per-client
+

First drafts that sound like the client, with brand-compliant materials proven first for Cascade Coast Tourism Board.

An Automated Client Reporting Suite
Per-client
+

Recurring scorecards, performance digests, and quarterly decks assembled automatically each cycle, ready to refine and send.

Frontier Audit ResultsCedar Studios
The buildout

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.

Phase 1 — Foundation
Your Foundation · Design & Creation Tools · Live Financial Dashboard
Phase 2 — Memory
Client Intelligence Database
Phase 3 — Visibility
Live New Business Pipeline · Agency Playbook & Methodology · Client Health Dashboard
Phase 4 — Client Production
Client Brand & Voice System · Automated Client Reporting Suite
Ongoing — Support & Continued Builds
Maintenance, tuning, improvements, and new builds as Cedar Studios grows
Frontier Audit ResultsCedar Studios
Where the time and money come back

Estimated reductions

What Cedar Studios can expect to spend less on as these systems come online. Ranges reflect typical client outcomes.

40–60%Contract designers
50–70%Contract writers
20–40%Operational tech stack
55–75%RFP preparation time
65–85%Monthly client reporting time

The information contained in this presentation is privileged and confidential.

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