Jun 1, 2026
Ask most agency owners how profitable their last project was, and you'll get one of two answers: a rough guess, or a long pause.
This kind of data is rarely readily available, and when it is, it's usually buried in a spreadsheet that someone else built, that nobody's updated since for months, with a formula that breaks in the click of a mouse.
And whilst there are a multitude of agency management platforms available, finding one that works for your agency, at your size, and providing ALL of the functionality and data you need in one place is almost impossible.
This is exactly the gap that Anna Appleton set out to close. Anna is co-founder of We Create Digital a small digital agency specialising in design, development, and accessibility, and the driving force behind Rofinery, an all-in-one agency management platform built by a small agency, for ALL agencies.
In this episode, we talk about:
- Why data is one of the most overlooked components of winning and growing new clients
- How Rofinery brings together pipeline, proposals, time tracking, resource planning, and profitability in one place
- The hidden cost of "profitability leaks" — and why agency leaders are often the worst offenders
- Building proposals grounded in real data, not finger-in-the-air estimates
- Rofinery's refreshingly straightforward pricing model — and why it's staying that way
Of course there's a brilliant book recommendation: The Seven Habits of Highly Effective People by Stephen Covey. Join the conversation on LinkedIn using #smallsparktheory and we'll pick a winner and send you a copy.
Also mentioned in this episode:
Design Business Association In Focus Report
Get in touch with Anna:
Book a demo: rofinery.com Email: anna@rofinery.com