Seminar Presenter
Agency Workflow and Efficiency
in the AI Era
Smarter Processes, More Profit
For Traffic Managers, Project Managers and
Operations Personnel
Dates & Details
September 24, 2026
11:00 AM - 3:00 PM Eastern Time
Virtual Training: Includes live presentation, discussion, and Q&A
Pricing
Members: $480 per person
Non-Members: $580 per person
What You Will Learn
AI alone won't fix a broken process. Combined with the right agency fundamentals, it can help you work faster, cut rework, and protect margin.
This is the workshop agencies have relied on for years to fix chaotic workflow, tighten estimating, and protect profit. The fundamentals haven't changed, and we still cover them in full. What's new this year is AI: how it fits into that same strong process, and where it genuinely helps you execute faster without losing the judgment your clients pay you for.
Key Takeaways
Better Agency Processes
- Streamline the job from client request through delivery and billing
- Build stronger creative briefs and clearer handoffs
- Improve estimating and compare estimates to actuals to catch margin leaks
- Calculate accurate hourly rates and know your true costs
- Use time tracking to improve pricing and capacity planning
- Cut unnecessary meetings, manual tasks, and duplicate work
Making It All Work for Your Agency
- Know what's worth automating and what needs human judgment
- Choose tools based on the problem, not the hype
- Build in review and quality control for both process and AI
- Get your team to actually adopt the new process and the new tools
- Bring process and AI together into one system, not two separate efforts
AI for Agency Workflow
- Where AI genuinely streamlines everyday agency work
- Practical uses: research, briefs, project planning, meetings, documentation
- Using AI for estimating and job scoping
- Turning the data you already have into decisions
- Reducing repetitive admin work without adding new complexity
The goal isn't to use AI for its own sake. It's to use AI to make good processes even better. If you want to work smarter, protect margin, and stop losing time to things that shouldn't take this long, this workshop shows you how.
This session will also include plenty of time for group discussion and Q&A. Come ready to interact, share and learn!

