How to See Which Clients and Projects Actually Make Money
A team profitability workshop for agencies and professional-services firms: build your profitability view and decide what to rescope, reprice or grow.
Top-line revenue by client hides which accounts cost more than they pay. On fixed-fee work, every extra hour comes straight out of your margin, and most firms only find out at month end.
In this free live workshop, you'll learn the numbers that matter, work through a real example, and build a view of which clients and projects actually make money.
What we'll cover
Why revenue lies: how over-servicing hides inside fixed fees and retainers
The four numbers that matter: revenue, cost, margin and utilization
Worked example: one agency, four clients, and the one losing money
Build-along: your client and project profitability view
From data to decisions: rescope, reprice, rebalance or grow
Live Q&A
Who it's for
Owners, operations and finance leads at agencies and professional-services firms.
Your host
Macgill Davis, CEO and Cofounder of Rize.
Free, 60 minutes, live, with Q&A. Can't make it live? Register anyway and we'll send you the recording.