Built for retainer-based agencies

Retainer clarity for agencies

Track real costs, team utilization, and effective hourly rates — so you stop guessing and start optimizing.

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Client Utilization

Viewing Feb 2026

ClientUsedAvailableEff. RateUtilization
FL
Flora
31h 30h $101.58/hr
103.2%
CV
Cuvée
41.1h 40h $194.79/hr
102.7%
HM
Harlo Made
18.6h 20h $182.72/hr
93%
MQ
Marque
17.4h 20h $229.23/hr
87.3%
NS
Noma Skin
24.6h 40h $118.95/hr
61.5%
ST

Sarah Torres

24.5h

JP

James Park

18.2h

Platform Capabilities

From gut feel to real numbers.

Track profitability in real time, spot scope creep early, and make smarter decisions about every client relationship.

See what each retainer really earns

Go beyond time tracking and understand the actual yield of every client relationship. Wellrun compares your realized hourly rate against your priced rate, so you can quickly spot healthy retainers, margin compression, and scope creep before it becomes a bigger problem.

  • Compare actual rate vs priced rate
  • Catch scope creep earlier
  • See margin drift over time
March 2025 — In Progress
Cuvée
Over-Utilized
$4,000/mo retainer · 28h logged on a 20h plan
Actual Rate
$143/hr
Priced Rate
$200/hr
Difference
-$57/hr
28h used20h plan
140% of allocated hours — 8h over plan
Flora
Healthy
$6,000/mo · 24h logged on a 30h plan
Actual Rate
$250/hr
Priced Rate
$200/hr
Difference
+$50/hr
24h used30h plan

Utilization Tracking

See at a glance how your team's capacity is being used across every retainer. Spot over-utilized accounts before they burn out your team, and under-utilized ones where you're leaving money on the table.

  • Hours used vs. allocated per client
  • Team-level capacity overview
  • Pacing alerts for over/under-utilization
Team Utilization
82%
Capacity
142 / 173 hrs
Flora
32h / 40h80%
JR
KL
SM
Harlo Made
45h / 40h112%
JR
DP
SM
Kate Lee
Kate Lee
18h this month
Marque
29h / 40h72%
KL
DP
SM

Rollover & Borrowing

Stop manually calculating unused hours. Wellrun automatically manages rollover balances and allows clients to borrow against future months according to your exact contract terms.

  • Automated monthly reconciliation
  • Custom expiry rules
  • Deficit tracking
Client Rollover
Flora
March 2025
Base Hours
40hrs
Rolled Over
+12.5hrs
Available
52.5hrs
Borrowed from April
Client requested extra capacity
5hrs

Know which clients need your attention

Wellrun surfaces the portfolio signals that matter most — revenue exposure from month-to-month contracts, renewals approaching quietly, and clients whose pricing hasn't moved in years. The kind of things that slip through until they become problems.

  • Revenue exposure from at-risk accounts
  • Upcoming renewals and stale pricing
  • Spot clients overdue for a rate increase
Portfolio Signals
Month-to-Month Exposure
4 clients without long-term contracts
$27k
monthly revenue
Pricing Opportunity
3 clients haven't had a rate increase in 3+ years
3
clients
Renewal Window
2 retainers expiring in the next 45 days
2
retainers

Adapts to your pricing models

Whether you bill for time, value, or a percentage of spend, Wellrun tracks profitability consistently across all your engagements.

Time-Based

Monthly hours with rollover and borrowing. Track utilization, effective rate, and profit margin per client.

Acme CorpExample
30h/mo at $150/hr
$4,500monthly revenue

Fixed Value

A set monthly value for ongoing work. Track time against revenue to surface your true margin on fixed-scope retainers.

MarqueExample
Website hosting & maintenance
$2,000flat monthly fee

% of Ad Spend

Revenue calculated as a percentage of managed ad spend. See real profitability after labor costs on every campaign.

CuvéeExample
15% of $12,000 ad spend
$1,800monthly revenue
How it works

Up and running in an afternoon

01

Add your team and costs

Enter team members and their hourly cost rates. Takes about five minutes.

02

Define your retainers

Set up each client with their fee, hours, and rollover rules. Connect Harvest if you use it.

03

See what you're earning

Margins, rates, and utilization update as time is logged. No waiting until month-end.

Simple, transparent pricing.

Start with a 7-day free trial. No credit card required.

Starter

For freelancers and solo operators.

$16/moBilled as $192/year
  • Up to 8 clients
  • Up to 2 employees
  • 3 retainer types
  • Core profitability metrics
  • Dashboard overview
  • 7-day free trial
  • 1 user
Start Free Trial
Most Popular

Pro

For agencies that need the full picture.

$50/moBilled as $600/year
  • Up to 20 clients
  • Up to 10 employees
  • Revenue adjustments
  • Advanced reports
  • 7-day free trial
  • 2 users
Start Free Trial

Team

For growing teams with complex retainers.

$94/moBilled as $1,128/year
  • Up to 50 clients
  • Up to 50 employees
  • Everything in Pro
  • Rollover & borrowing
  • Risk analysis & projections
  • Time tracking integrations
  • 7-day free trial
  • 5 users
Start Free Trial

Enterprise

Custom configuration for your team — dedicated onboarding, custom integrations, and priority support.

Reach Out

What early users are saying

"Wellrun completely changed how we price our retainers. We realized we were overservicing three of our biggest clients by nearly 40%."

Sarah K.
Agency Director

"The effective hourly rate tracking is a revelation. We finally have the hard data needed to renegotiate scope with absolute confidence."

Michael T.
Studio Owner

"We were using a mess of spreadsheets to track rollover hours. Wellrun automated the entire process and gave us hours back every week."

James R.
Operations Lead
FAQs

Everything you need to know

What is Wellrun?
Wellrun is a profitability tracker built for agencies and studios that run on retainers. It shows you true profit margins, effective hourly rates, and utilization across all your clients — so you can stop guessing and start making decisions with real numbers.
Who is Wellrun for?
Any agency, studio, or freelancer who sells work on retainer. Whether you're a two-person shop or a 50-person team, if you bill clients monthly and want to know what you're actually earning per hour, Wellrun was built for you.
What types of retainers does Wellrun support?
Three types: Time-Based (monthly hours with utilization tracking and rollover), Fixed Value (flat monthly fees for hosting, maintenance, etc.), and Percentage of Ad Spend (revenue as a % of managed spend). You can mix and match across clients.
Is this a time tracker?
No. Time and cost are inputs, not the product. Wellrun takes your hours and costs and turns them into clarity about which retainers are making money and which aren't. Think of it as the layer that sits on top of your time tracking.
How is Wellrun different from a spreadsheet?
Spreadsheets break. Formulas drift. Nobody updates them. Wellrun gives you real-time margin visibility across every client, handles multiple retainer types, tracks month-over-month trends, and flags problems before they become expensive. No formula maintenance required.
Can I import time from other tools?
Yes. Wellrun syncs time entries directly from Harvest, with more integrations coming soon. You map your projects and users once, then sync hours with a click. You can also enter time manually.
How is profit calculated?
Total Profit = Revenue minus Actual Labor Cost. We break this into Labor Profit (hours worked at your margin) and Utilization Profit (retainer hours not used, which are 100% margin). You see exactly where your money comes from.
How does rollover and borrowing work?
When a client doesn't use all their retainer hours in a month, the unused portion can roll forward into the next month — up to the percentage cap you set (e.g., 20% of their monthly hours). Rolled-over hours are use-it-or-lose-it: if they aren't used in the month they roll into, they expire. Borrowing works in reverse — if a client goes over their hours, the overage is deducted from next month's budget, again up to your configured cap. Both features are optional and fully configurable per retainer.
Is my data secure?
Yes. Every organization's data is completely isolated — no one else can see it. We use encrypted connections, hashed passwords, AES-256-GCM encryption for integration credentials, and secure session cookies. Your financials stay yours.
Can I try it for free?
Absolutely. All plans include a 7-day free trial so you can explore everything before committing. The Starter plan is just $19/mo after that — less than the cost of one hour you're probably losing track of.
What happens when a retainer renews?
You can set retainers to auto-renew, renew for a fixed term, or end. Rollover hours and rate changes are tracked month by month, so you always have a clean history of what changed and when.
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