• A Marketing Operations Consultancy

    Unlock Your Agency's Financial Potential

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  • A Marketing Operations Consultancy

    Prepare Now for the Economic Downturn

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  • A Marketing Operations Consultancy

    Create a Sustainable Competitive Advantage

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Creative Performance Inc.

“Creative Performance Inc. (CPI) is a niche-consulting firm for the Marketing Services industry (Agency + In-House). We specialize in measurably improving our client’s throughput, realization rates, utilization rates, project profitability and business intelligence; while protecting culture and creativity.”

CPI brings a balanced approach that emphasizes harmony between People, Process + Technology. Clients include niche, medium and large Agencies across North America.

Why Marketing Operations?

Your Pitch, Creative and Culture are dialed. But the industry is evolving. Downward pressure on rates, intense competition and work moving in-house is the new norm.  Your Creative, Culture and Client Services are still critical, but no longer enough to keep your Agency healthy or competitive.  A robust Marketing Operations discipline is the answer.

Solutions

Agency Performance Audit

Forensic analysis of your Agency, that focuses on finance, operations and organizational agility.

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Financial | Operational Model

Design models to help your team operate efficiently, and to scale with quality and consistency.

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PMO | Project Management

Design and build high-performance teams that impact every corner of your organization.

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Accounting | Finance

Design controls and best-practices to reduce chaos, increase efficiencies and improve collaboration.

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Agency Management Software

Deploy tech that dramatically improves: scoping, throughput, load balancing and agency profit.

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Business Intelligence

Adopt patent-pending reporting solution built specifically for the marketing services industry.

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Testimonial

"CPI is the absolute gold standard when it comes to agency consulting and expertise. Their core value is their point of view, methodology and experience in successful agency operations. And they deliver that with a highly professional and knowledgeable team that deliver these insights with a personal touch that is both fun and engaging."

Jason, VP Operations - MarkeTeam

Clients

400+ FTE, Full-Service Advertising Agency

In 2012, senior leadership was tasked with an agency wide process improvement initiative, which included the rollout of a project management discipline and adopting an agency management system of record (ERP). The organization was facing systemic challenges with duplication of effort, non-uniform workflows and misalignment of roles and responsibilities. Challenges with resourcing were impacting utilization and agency profitability.

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100+ FTE, Independent Full-Service Agency

In 2015, after experiencing several years of explosive growth, senior leadership determined that the project and accounting systems of record were no longer capable of keeping pace with their growth. Rather than being reactive, and waiting for systems to negatively impact productivity, it was determined that a new agency management system of record (ERP) needed to be selected and deployed. There were also gaps in reporting and analysis related to engagement, project, client and overall agency profitability.

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300+ FTE, Full-Service Advertising Agency

In 2016, the organization was leveraging seven different systems (across three entities) that included Great Plains, SharePoint and Harvest, among others. This was leading to duplication of effort, loss of efficiencies and negatively impacting culture. Leadership made the decision to adopt an integrated platform to centralize critical project data, improve operational efficiencies, align teams and provide actionable insight to make data informed decisions.

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40+ FTE, Full-Service Marketing & Advertising

Leadership adopted Workamajig in 2011 to improve operational efficiencies/throughput and gain access to metrics to drive decision making. Since adoption, the agency faced challenges exacerbated by high-growth, that included AM/PM misalignment, defining their Agency of Record (AOR) workflows, utilization + realization reporting, forecasting, schedule management and manual resourcing.

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50+ FTE, Full-Service Advertising Agency

In 2015, the agency adopted a new agency management system of record (ERP) to improve operational efficiencies, project throughput and gain access to metrics to drive decision-making. Since adoption, the agency faced a myriad of challenges related to Best Practices, roles + responsibilities, time tracking and a lack of clean financial + operational data to drive their metrics. The entire organization was dissatisfied and inoculated to the tool, and were looking to transition to a new platform.

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We help agency leadership achieve their goals.

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