Most agencies lose more to billing leaks than to lost deals. The fix is unglamorous: a recurring system that does not depend on someone remembering.
Automate the charge
Retainers should bill on schedule without a manual run. Manual invoicing means missed months and awkward catch-ups.
Retry failures automatically
Cards expire and ACH bounces. Automatic retries with a friendly notice recover most failures without you chasing.
Track plan changes
Upgrades and add-ons have to flow into billing immediately, or you deliver more than you charge for.
One system, not three
Invoicing, payments, and margin in one place is how leaks close — HubWho.