Stage 3
Monitor
Continuous operational intelligence. Monthly trackers, quarterly deep reports, and agency development reports — the product gets more valuable the longer it runs.
Operational Pulse
Format: Dashboard + 2-page executive summary
- Key efficiency KPIs tracked against agreed targets
- Time-to-delivery trends (improving, static, declining)
- Output volume and cost trends
- Approval cycle metrics
- AI adoption progress indicators
- Flagged anomalies — sudden changes, cost spikes, quality dips
- Traffic light status for each lifecycle stage
Deep Report
Format: Full report + executive presentation
- Full efficiency trend analysis across all lifecycle stages
- Progress against modelling phase goals
- Deep-dive into one focus area per quarter (rotating through stages)
- Agency-specific development reports (confidential, per agency)
- Industry trend sweep — new AI capabilities, benchmark shifts
- Recommendations for the next quarter
Full Refresh
Format: Complete re-assessment + recalibration
- Full Assessment (Stage 1) repeated to update the baseline
- Model recalibrated with updated data and new AI benchmarks
- New targets set based on evolving efficiency frontiers
- Year-on-year comparison of operational improvement
The Agency Development Report
A distinctive feature of CLI: every quarterly cycle produces a confidential agency development report for each agency partner. This is not the same document the client receives.
What the agency receives:
- Their efficiency scores and trends
- Specific operational recommendations
- AI adoption guidance (what tools and processes would improve scores)
- Competitive context (benchmark comparison, without naming other agencies)
- Recognition of improvements (what is working well)
Most evaluations position the agency as the subject being examined. CLI positions the agency as a partner being developed.
Compounding Intelligence
Unlike one-off evaluations, CLI builds an intelligence baseline that gets smarter with every data point. After 12 months of monitoring, the model understands your operational patterns, seasonal variations, and efficiency trajectories in ways that a point-in-time assessment never could.
Month 1
Baseline established
Month 3
Patterns emerging
Month 6
Predictive alerts active
Month 12
Full intelligence maturity
Turn agency management into continuous intelligence
Start with an assessment, build the model, then let monitoring compound your operational advantage.