Clients, deliverables, team hours, payroll and revenue in one place, with a scorecard that shows where your agency stands and what needs your attention.
You know the work happened. Some of it is in a spreadsheet. Some is in Drive. Someone on your team has the rest. You can get the answer. You just can't see it.
So you say you'll call him back, and you spend forty minutes assembling something you should have been able to open.
Then the harder question shows up. Not what happened with that client. Whether you can see what's happening with the agency.
Four questions. Answer them without opening another tab.
Not roughly. The actual open items, per client, right now.
The one you'd raise or rescope tomorrow if you could prove it.
You're 43% through the working month. Are you 43% through the work?
Revenue, labor, delivery. Not a feeling. The actual direction.
Ranking is learnable. You learned it. What kills agencies is everything wrapped around the ranking. Reporting. Delivery. Cash. Knowing at the end of the month whether you made money.
The courses are fine as far as they go. They just stop exactly where the business starts.
I knew my clients. I knew what they paid. And I worked.
But I couldn't have told you in 45 seconds whether the agency was getting better or worse, where our labor was going, which clients were eating our capacity, or where delivery was slipping.
Now I can.
These are real numbers from my own agency, running in Lumea. Not a demo account and not a projection. Your screen fills up as you use it, which takes a couple of months before month over month means anything.
I owned a real estate development company and built a lot of homes. I was winging it. No real systems. Spreadsheets then too, and an occasional look at QuickBooks I didn't really understand.
Then I went to work for a company doing over $100 million and watched how they ran it. Process and numbers, every day, as a matter of routine. Management could see what was happening and decide from information instead of instinct.
Had I understood that while running my own company, it would have turned out differently.
Years later I built an SEO agency and caught myself doing it again. Twenty clients, a small team, good work going out the door, and the information about my own business scattered across Google folders, Docs and Sheets.
There was nothing to buy that fixed it. Every CRM was built for somebody else's business. So I built this one, and Wailea Direct Marketing has run on it every day since.
Michael Gleed, founder
Everything he asked about is already on the screen in front of you.
Then you turn it around on him.
"You have twenty leads sitting in your Today page that nobody has called."
He called to hold you accountable. Now you're the only person in the conversation who can see what's actually happening, on both sides of it.
Website forms and lead magnet submissions land in your client's own Lumea login. They work a daily follow-up queue and mark each lead won or lost with a reason.
That's what turns a defensive call into a diagnosis. The leads are timestamped. The contact attempts either happened or they didn't.
Lumea isn't call tracking software. It tracks the leads your site captures and what your client did with them. It doesn't claim full attribution.
A dashboard you feed by hand goes stale in a week. These five jobs run in Lumea, so the numbers keep themselves current.
Every prospect sits in a stage with a next step and a date. Mark one won and the client is created for you, already on the right service tier.
Open a client and see what they pay, what they're owed this month, who worked on them, and what shipped. No hunting across four files.
Set the recurring work once per client. September shows up already filled in with what you owe, and every item carries its own note and doc link.
Your team clocks in against the client they're working on. That one detail is what makes client economics possible later, and it's why the pay period closes itself.
What clients pay against what the agency costs. How much the team worked and on what. What actually shipped against the working days you have left.
This client pays $1,800 and took 31 team hours. This one pays $2,400 and took 14.5. Which would you rather have ten of?
Because your team clocks in against a client, Lumea can put the hours an account eats next to what that account pays. You've probably felt this for a year. Now you can point at it.
So when it's time to renew, raise a price, change scope or let an account go, you decide from a number instead of a feeling.
This is labor against revenue, not full accounting profit. Lumea knows what you pay your team and what a client pays you. It doesn't know your rent.
It's the 13th. You're 65% through the working month but only 42% through the client work. That's management information, not another checklist.
Pace is measured against working days, not calendar days. Nobody plans to work weekends, and counting them makes every month look worse than it is.
You find out on the 13th, while there's still time to move people around. Not on the 30th, when a client calls.
Your pipeline CSV and the topical maps you already built
Clients, silos, clusters and the deliverables you owe each month
Know exactly what's owed, what shipped, and what's late
Upload the topical map you already built. Silos and clusters stay intact. Push any row into that client's deliverables as real work with a real owner and a real date.
Marking a row complete stops meaning opening a second file.
You've tried the big reorganization before and something always pulled you away. So don't do that. Load one client, import their map, and generate the report you wish you'd had on that call. Twenty minutes. If it isn't obvious by then, close the tab.
A 30 minute session where we import your pipeline, your clients, and your topical maps with you, and set up your first month of deliverables. You never start from an empty screen.
Your spreadsheets don't disappear and nothing is trapped. Export your data any time.
I'm looking for the first 25 SEO agencies to build the next version of Lumea with me. Founding agencies pay one time instead of a monthly subscription.
Start the same 14-day trial everyone gets. Claim your founding spot from inside the app any time before it ends, and your spot is held until then. Need more than 8 clients later? Move to Unlimited any time.
Unlimited team members on every plan. Add your whole team without adding to the bill.
Running SEO for your own business instead of clients? Solo is $98 a month for one client, which is you. Same platform, built for the owner doing their own SEO.
See SoloPeople have tried. A generic tool doesn't know what a topical map is, doesn't know that a client's hours divide into their retainer, and can't show your client their own leads. You'd spend a month building a worse version and then have to maintain it.
A dashboard you feed by hand goes stale in a week. The numbers here are a byproduct of the work already happening in Lumea. Your team clocks in against a client, so hours by client are already there. You mark a deliverable done, so delivery pace is already there. Nothing gets typed in twice.
No. Those tools do the SEO work. Lumea runs the agency around it. Keep both.
Then don't. Load one client, import their topical map, and generate a report. That takes about twenty minutes and it's enough to know whether this works for you. The Migration Kit session handles the rest when you're ready.
Delivery pace and hours by client work the first month. Month over month comparison needs two months of data, because that's how comparison works. I'm not going to pretend otherwise.
No. Lumea tracks hours by client, holds each person's rate history, calculates bonuses, and locks the pay period when you approve it. Then you export the numbers and hand them to whoever runs payroll. Lumea never moves money and never files taxes.
Yes, any time. Your spreadsheets don't disappear and nothing is trapped here.
No. Every plan includes unlimited team members. You pay for clients, not seats.
An active account you bill. Prospects in the pipeline don't count against your plan, and neither do archived clients.
No. Clients only see their own lead queue. They never see your revenue, your team hours, your pay rates, your other clients, or your deliverable plan.
All current core features and core product updates, for up to 8 active clients and unlimited team members, for as long as Lumea operates. Add-on modules sold separately later aren't included. Once 25 agencies claim it, the offer closes permanently.
Your card is charged for the plan you picked. Cancel before day 14 and you aren't billed at all.
Load one client. Import their map. Generate the report you wish you'd had on that call. Then decide.
Start my 14-day trial