Stop treating every engagement as a bespoke one-off! It’s time to finally distill your Agency’s Kung Fu, secret-sauce, etc., in order to dramatically improve your ability to scale profitably. We can help you transition from “tribal knowledge” to scaleable documented IP.
By documenting the ideal way you do the work, you can more easily scope and price, set clear timelines, incorporate the right people at the right times, and proactively drive and manage client engagements. In addition, by following clearly defined agency standards, you can reduce internal mistakes and mis-steps to improve the overall engagement experience for both agency team members and clients.
We help agencies develop overall standards for their engagement models and associated workflows that include ideal phases, notifications and meetings to establish critical integration points, clear checks and balances, and overall timing.
"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."
Loveland, CO, February 14, 2022 — Ramey has engaged CPI for an Agency Performance Audit. The goal of the audit is to provide leadership with a forensic analysis of the health of their organization, and to provide a detailed list of recommendations on how to achieve their goals with timelines, prioritization and total cost of […]
Read moreLoveland, CO, January 17, 2022 — Kinetic Marketing & Creative (Kinetic) has engaged CPI for a Workamajig Performance Audit. The findings from the audit will provide leadership with the detailed data necessary to properly structure Workamajig and adopt best practices within the tool to increase operational efficiencies and produce quality data for reporting and insights. […]
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