First Officer for Agencies

Client Ad Spend. Adobe. Travel. Almost Everything Earns 3x to 4x.

Agencies have the highest bonus-category hit rate of any industry. Your advertising, software, and travel spend all fall into 3x to 4x categories. Most agencies earn 1x on everything.

Your numbers

See What You're Leaving Behind

Adjust the sliders to match your monthly business spend. Each category shows which card earns the most and why.

Monthly spend calculator
$15,000
3x on the right business card or 4x on the right business card. your largest high-value category
$2,000
4x on the right business card if codes as software
$3,000
3x on the right business card on all travel
$5,000
Usually codes as general. 2x on a catch-all card
$3,000
Coworking memberships and rent. 1x to 2x
Total monthly spend$28,000
Without optimization
$0
~1x base points / year
With First Officer
$0
2.2 to 2.8x optimized / year
You're leaving $0 per year in unrealized value
The mistakes

What Marketing & Creative Agencies Get Wrong

These aren't obvious. Nobody in the marketing & creative agencies industry talks about points optimization. Here's what we see over and over.

01

Running client ad spend on a flat-rate agency card

If your agency manages $15K/month in Google and Meta ad spend on behalf of clients, that earns 3x on the right business card or 4x on the right card. At 1x, you're leaving 360,000 to 540,000 points per year behind. That's $3,600 to $10,000 in travel.

The math

$15K/month ads at 3.5x = 630K pts/year vs 180K at 1x. Gap: 450K pts.

02

Paying Adobe Creative Cloud and project tools on a personal card

Adobe, Figma, Canva, Monday.com, Slack, and other software subscriptions may code as software on Amex, earning 4x. Agencies stack up $2K+/month in tools easily.

The math

$2K/month software at 4x = 96K pts/year vs 24K at 1x.

03

Booking client travel and production trips on a generic card

Flights, hotels, car rentals, and production travel all earn 3x on the right business card. Agency teams that travel regularly for clients, conferences, or shoots compound significant value.

The math

$3K/month travel at 3x = 108K pts/year.

04

Not recognizing your agency has the best bonus-category profile of any industry

Almost everything an agency spends money on hits a bonus category: ads (3x-4x), software (4x), travel (3x), phone/internet (3x-5x). The only low-earning category is freelancer payments and rent. A 4-card stack captures 2.2 to 2.8x on average.

The math

$28K/month at 2.5x avg = 840K pts/year. Worth $8,400 to $16,800 in travel.

How it works

Your vendors. Our routing.

Every vendor sends a merchant category code (MCC) when you swipe. That code determines your multiplier. The same $5,000 payment earns 5,000 points on the wrong card or 20,000 on the right one. We match every vendor to its highest-earning card.

MCC
Vendor Code Analysis

We've mapped how your vendors code with card networks. Verified, not guessed.

CAP
Spending Cap Tracking

Every bonus category has annual caps. We shift routing before you hit a ceiling and drop to 1x.

CPP
Transfer Partner Math

Earning is half. We route redemptions to partners where points are worth 2x to 5x more than cash.

Your card stack, routing rules, and redemption strategy are built specifically for your vendors and spend. See what yours looks like.

Real math

What This Looks Like for a $28K/Month Marketing & Creative Agencie

Same spend. Different strategy. Different outcome.

Annual breakdown

Monthly business spend$28,000
Annual spend$336,000
Points earned (unoptimized, ~1x)336,000 pts
Points earned (First Officer, ~2.5x avg)840,000 pts
Signup bonus points (year one)~250,000 pts
Total optimized points (year one)1,090,000 pts
Value at 1 cent/point (statement credit)$10,900
Value at 2 to 4 cents/point (travel partners)$21,800 to $43,600

Hypothetical example for illustration. Actual results vary based on your specific vendors, card products, and redemption choices. This is not financial advice.

How it works

Four Steps to Full Optimization

No apps to download. No spreadsheets. Just a conversation.

01

Message us

4 questions. Takes 2 minutes.

02

We map everything

Cards, balances, credits, programs.

03

Get your game plan

Card stack, routing rules, bonus calendar.

04

We watch. You win.

Proactive alerts, weekly digests, strategy.

Trusted across industries

The same routing intelligence, applied to 20+ verticals. Different vendors, different MCC codes, same rigorous math.

Restaurants. HVAC. Dental. Salons. Fitness. Landscaping. Veterinary. IT. Consulting. Cleaning. Property Management. Auto Repair. And yours.

20-Minute Spend Audit. Free.

Message us. We'll tell you exactly what your marketing & creative agencie business is leaving on the table.

💬 Start on WhatsApp