Foundational Concepts
Core Financials & Margin Levers
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Introduction to Core Financials (10:28)
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Direct Delivery Margin vs Delivery Margin (22:18)
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3 Delivery Margin Levers (23:17)
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BONUS: Structuring Financial Data for Management Accounting (Send this to your accountant and/or bookkeeper) (27:35)
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Bonus: Simple AGI Target Calculator (1:41)
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Bonus: Utilization Deep Dive
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Bonus: "Rates" Deep Dive
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Bonus: The Right Way to Implement Time Tracking
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BONUS: Full Butter Webinar (Core Financials & Levers + Q&A)
Refer A Friend!
Building an Agency Model
Pricing, Scoping & Forecasting
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Intro to Forecasting (2:29)
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Pricing & Scoping (22:49)
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Identifying the Ideal Pricing Model for any Engagement (32:04)
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Top-Down vs Bottom-Up Forecasting (3:30)
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Forecasting Data Structures & Visualizations (12:19)
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BONUS: Scoping & Pricing Structure & Example (With Template) (16:31)
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BONUS: Resources on Selling Abstracted T&M or Agile Contracts
Feedback Loops
Profit Improvement Tactics
Outro
Refer A Friend
Bonus - Live Coaching Call Replays
