Work
Sites, builds and launches
Each site carries its stack, hosting, launch date, current platform versions, retainer state and history.
Why it matters here The site, not the project, is the unit the agency remains responsible for.
In practice Seventy-four sites under care across forty-one clients.
Workflows
Requests, changes and incidents
Every request carries the site, requester, time taken, billing state and outcome.
Why it matters here Unbilled small requests are the agency’s largest quiet cost.
In practice Ninety-two requests done and unbilled this month.
Control
Dependencies, updates and platform currency
One permission model and one audit trail, with update status, security patches and supported version state held per site.
Why it matters here Exposure attaches to the agency whether or not the contract says so.
In practice Twenty-three sites with overdue dependency updates.
Inventory
Hosting, domains and certificates
Hosting accounts, domains and certificates carry ownership, cost, renewal date and the site they serve.
Why it matters here A renewal the agency manages and the client owns is the agency’s failure if it lapses.
In practice Six renewals within thirty days.
Relationships
Clients, retainers and coverage
Clients carry their sites, retainer scope and state, request volume and commercial position.
Why it matters here Support given without cover is a decision that should be made deliberately.
In practice Twenty-nine sites without a retainer still receiving requests.
People
Developers, designers and account staff
Staff carry site knowledge, assignments, request handling and availability.
Why it matters here Single-person site knowledge is an operational risk across an estate.
In practice Sites where only one developer has working knowledge.
Orders
Projects, quotations and invoicing
Build projects, upgrade quotes, retainers and out-of-scope work carry a billing state.
Why it matters here Upgrades and out-of-scope work only get paid if they are proposed.
In practice Upgrade quotes outstanding for unsupported sites.
Reports and analytics
Estate, request and margin reporting
Site estate health, update currency, request volume and billing, renewal exposure and client profitability come from the records.
Why it matters here The estate is the business, and its health is measurable.
In practice Unbilled hours by client and site.
Verity AI
Ask the agency a question
Verity AI answers from your own site, request, renewal and client records, respects permissions, and can create assigned follow-ups.
Why it matters here The useful questions are about unbilled work and technical exposure.
In practice "Which sites are overdue for updates?" returns twenty-three with their clients.
Communication
Client contact and reporting
Request conversations, renewal notices and upgrade proposals attach to the site and client.
Why it matters here Most agency disputes are about what was agreed and when.
In practice Renewal notice recorded against the domain and client.
Records
Access, credentials and documentation
Site access requirements, environment documentation and quirks attach to the site.
Why it matters here Site knowledge must survive the developer who built it.
In practice Environment documentation available for any assigned developer.
Schedule
Maintenance windows and capacity
Update work and upgrades are planned against developer availability and client windows.
Why it matters here Maintenance across an estate has to be scheduled, not improvised.
In practice Update work planned across sites by month.