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Agency Annual Financial Planning Tool - Peter Kang
Use this spreadsheet that Peter Kang, Co-founder & CEO of Barrel, put together to plan your agency's finances for the upcoming year and come away with targets for revenue and profit.
How To Start A Project: Complete Guide To Project Initiation
No matter how it begins, a project's future success depends on how well it goes, and you must establish the tone for success.
How to Build a Successful Prospecting Program at Your Agency
Prospecting, unfortunately, has a negative reputation since most people confuse it with cold calling. Prospecting entails more than just making cold calls to random people and hoping they don't hang up. Prospecting is about connecting.
7 Steps in the Agency New Business Development Process
Agencies know what it's like to do new business development, but do they know how organizations think during their search for an agency? Business leaders don't pay much attention to agency blogs, but rather think about the problems they face and wonder how an agency could help.
Different Types of Proposals and When to Use Them
If you painstakingly craft every proposal as if it was the most critical document in the world, there is a better way. Here are some standard "proposal" methods and when to use them.
Standard Operating Procedure
If you want to guarantee consistency in your company's processes, reduce errors, and ensure you are getting required tasks done, try creating a standard operating procedure (SOP). A SOP is a step-by-step set of brief and easy-to-understand instructions.
This post contains a step-by-step process to create a standard operating procedure.
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