Let’s face it, AI is reshaping how work gets done, and clients are tightening their budgets. In today’s environment, every dollar and every hour matter more than ever. To stay profitable, agencies need to focus on smarter, more efficient ways of working. It’s not just about what you do; it’s about how you do it.

This session will dig into the tools, habits, and systems that drive real results: smoother workflows, sharper project management, and smarter estimating. From job kickoff to final billing, you’ll learn practical ways to streamline your operations, boost team efficiency, and protect your margins in the year ahead.

Agenda:

• Step-by-step workflow tips from job origination to delivery
• NEW SECTION! Change Management: how to get processes to stick
• Detailed estimating: a key to higher profits
• The importance of accurate input; without it, you're flying blind
• Why the creative brief is an absolute must
• How to calculate appropriate hourly rates for your agency
• Tracking estimate versus actual: these must align!
• How to handle unbillable time
• The importance of time-tracking every day
• Measuring employee productivity
• Agency systems and how full adoption can improve profits
   

This session will also include plenty of time for group discussion and Q&A. Come ready to interact, share and learn!

This session is part of our certified training series.