Workflow and Efficiency

Dates & Details

August 26, 2020
11:00 AM - 4:00 PM Eastern Time
Virtual Training: Includes live presentation, discussion and Q&A

Limited to 25 Participants
Exam and Certificate Upon Completion of Course


Members: $349 per attendee
Non-Members: $399 per attendee

For Traffic Managers, Project Managers and
Operations Personnel


Does your agency struggle to fit together an effective schedule for all of your client work? Do you puzzle over meeting deadlines, creating accurate estimates and losing billable hours? If so, this session is for you.

Integrating efficient workflow systems, strong daily project management and reliable estimating methods are critical to generating better agency profits. This session covers all the secrets and methods designed to help you manage the work more efficiently in your agency. We’ll discuss it all, from the time the job is initiated to final billing.


  • Step-by-step workflow tips from job origination to delivery
  • Detailed estimating: a key to higher profits
  • The importance of accurate input
  • Getting AEs and creatives to speak the same language
  • Why the creative brief is an absolute must
  • Setting appropriate hourly rates for your agency
  • Tracking estimate versus actual
  • How to handle unbillable time
  • Financial performance metrics and ratios
  • The importance of time-tracking
  • Measuring employee productivity
  • How to work successfully with freelancers and vendors
  • Agency systems

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