This is our complete set of proven plans that we implement with our clients that helps them increase profits & improve agency financial health.
What does it include?
- “How to use” instructions for each plan.
- A video to walk you through how to set up a complete financial plan for your agency.
HERE IS A COMPLETE LIST OF WHAT YOU'LL GET:
Why, How & What to measure- Agency Benchmarks to Aim for
- Agency Profitability Plan
- Sales Forecasting Plan
- Customer & Revenues Plan
- Resource Planning for Staff & Consultants
- Profitability by Client Plan
- Complete Agency Financial Plan Overview
- Guidelines for your Accountant
- Agency Dashboard
Customer & Revenues Plan
- Recurring Revenues
- New customers by project by month
- On time revenue
Sales Forecasting
- Build a simple year forecast month by month
- Sales Funnel report
- Weekly & Monthly Targets
Profitability by Customer
- Recurring Products & Packages
- Activities of each package
- Estimated hours & costs
Agency Resource Planning
- Team wages by month
- Total cost by month for staff
- Outsourcing costs
Full Agency Financial Planning
- The complete Financial Plan
Agency Financial Monthly Dashboard
- Key financial indicators
- Key Sales & Marketing Indicators
- Key Operations Indicators
