Agencies aren’t losing money because they’re bad at the work. They’re losing money because they’re underestimating it. As the industry continues shifting from retainers to project-based engagements, estimating has quietly become one of the biggest drivers of profitability or margin loss. Most agencies are guessing more than they realize, and it’s costing them on every project.

This session will give you a practical, repeatable approach to building estimates that actually hold up and protect your margins.

• Why the shift from contracts to projects
• Accepting projects can lead to more work
• The profitable estimating process
• Why agency data is so important to estimating
• Gathering input
• Setting hourly rates
• Creating the estimate
• Presenting to the client
• Using your project management systems to your advantage
• Why having a workflow facilitator improves profitability
• Building the critical path
• Tracking projects every day, every step of the way
• Evaluating efficiency and profitability
• Conducting a post-mortem