Welcome to the Agency Profit Podcast hosted by Marcel Petitpas, CEO and Co-Founder of Parakeeto.
Finally, an agency podcast that isn't JUST about getting more clients.
On the show, we bring in experts, agency owners and consultants to share their actionable tips for improving profitability and operational efficiency.
Here, you'll learn what systems to implement in your business, what kind of KPI's to track, and benchmarks to aim for. How to manage things like capacity, utilization, billing rates, processes and procedures, what tools to use, mistakes to avoid and so, so much more.
If you're tired of putting out fires, working long hours, and growing revenue but not profits, you're in the right place.
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Welcome to the Agency Profit Podcast hosted by Marcel Petitpas, CEO and Co-Founder of Parakeeto.
Finally, an agency podcast that isn't JUST about getting more clients.
On the show, we bring in experts, agency owners and consultants to share their actionable tips for improving profitability and operational efficiency.
Here, you'll learn what systems to implement in your business, what kind of KPI's to track, and benchmarks to aim for. How to manage things like capacity, utilization, billing rates, processes and procedures, what tools to use, mistakes to avoid and so, so much more.
If you're tired of putting out fires, working long hours, and growing revenue but not profits, you're in the right place.
Optimizing Annual Planning for Agency Growth, With Kristen Kelly
The Agency Profit Podcast
39 minutes 22 seconds
3 weeks ago
Optimizing Annual Planning for Agency Growth, With Kristen Kelly
About this Episode
In this episode of the Agency Profit Podcast, Marcel is joined by operations strategist Kristen Kelly to demystify annual and quarterly planning so it actually moves the business forward. Drawing on real client patterns and Parakeeto’s own cadence, they walk through a practical sequence—set a clear mission, anchor goals to measurable targets (AGI, delivery margin, overhead/AGI, operating profit), and use a simple, flexible model to pressure-test scenarios in real time. Together, they unpack why planning derails (static spreadsheets, arbitrary revenue targets, opinion-driven debates) and show how to flip it: start with the numbers, focus on a few OKR-style priorities, and over-communicate so the plan cascades into weekly execution. From running lightweight scorecards to using a FUD survey to surface misalignment, plus smarter budgeting and alternative ways to lift ABR beyond just raising prices, this episode gives agency leaders a clear, repeatable playbook to enter Q4 aligned, confident, and ready to ship.
The Agency Profit Podcast
Welcome to the Agency Profit Podcast hosted by Marcel Petitpas, CEO and Co-Founder of Parakeeto.
Finally, an agency podcast that isn't JUST about getting more clients.
On the show, we bring in experts, agency owners and consultants to share their actionable tips for improving profitability and operational efficiency.
Here, you'll learn what systems to implement in your business, what kind of KPI's to track, and benchmarks to aim for. How to manage things like capacity, utilization, billing rates, processes and procedures, what tools to use, mistakes to avoid and so, so much more.
If you're tired of putting out fires, working long hours, and growing revenue but not profits, you're in the right place.
