Directory
Clients
2 clients · $4.1M portfolio
Total clients
2
On the Playbook today
Active accounts
2
With events in flight
Events under management
7
Across Q3–Q4 2026
Total budget
$4.1M
$1.7M committed to date
Account mix
Two-account portfolio weighted toward Amazon Ads, which carries 6 of 7 events and $3.7M of the total $4.1M budget. Average forecast margin across accounts is 67.8%, healthy versus the 18% portfolio target. Both accounts are flagged active with brand kits configured — no onboarding gaps to surface.
Today's deepest data: Amazon Ads — full brand kit, event history, and account-lead activity on file; ideal for stakeholder demos.
Amazon
Amazon Ads
Active
Most data depth
Events
6
Budget
$3.7M
Committed
$1.6M
Margin (avg)
57.0%
Brand configured· brand kit on file
The Playbook · Surfaced Dead Flowers as suggested decor vendor — $4.2M YTD spend, eligible for tier 2 pricing
Active
Events
1
Budget
$410K
Committed
$88K
Margin (avg)
78.5%
Brand configured· brand kit on file
Alex Schwab · Webster Hall — venue contract returned signed