Introduction to Marcel & Parakeeto | Parakeeto Educations Center

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Parakeeto Agency Profitability Foundations

Introduction

Introduction to Marcel & Parakeeto (5:03)
Key Problems & Framework Overview (16:52)

Foundational Concepts

Foundational Philosophy and Concepts (18:23)
Reporting Data Progression (10:06)

Core Financials & Margin Levers

Introduction to Core Financials (10:28)
Direct Delivery Margin vs Delivery Margin (22:18)
3 Delivery Margin Levers (23:17)
BONUS: Structuring Financial Data for Management Accounting (Send this to your accountant and/or bookkeeper) (27:35)
Bonus: Simple AGI Target Calculator (1:41)
Bonus: Utilization Deep Dive
Bonus: "Rates" Deep Dive
Bonus: The Right Way to Implement Time Tracking
BONUS: Full Butter Webinar (Core Financials & Levers + Q&A)

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Building an Agency Model

Understanding The Agency Model (20:06)
Building Your Agency Model (Using the Model Platform) (21:18)
Deep Dive: Delivery Expenses vs Pass-Through Expenses - Who Goes Where? (21:02)
Agency Model Math Examples (15:09)
Bonus - Podcast Episode on the 4-Day Workweek using Model Math.

Pricing, Scoping & Forecasting

Intro to Forecasting (2:29)
Pricing & Scoping (22:49)
Identifying the Ideal Pricing Model for any Engagement (32:04)
Top-Down vs Bottom-Up Forecasting (3:30)
Forecasting Data Structures & Visualizations (12:19)
BONUS: Scoping & Pricing Structure & Example (With Template) (16:31)
BONUS: Resources on Selling Abstracted T&M or Agile Contracts

Feedback Loops

Feedback Loops Overview (6:38)
Key Feedback Loops (37:55)
Feedback Loop Reporting Example (15:46)
System Architecture Best-Practices (20:24)
Tool Implementation Examples (26:55)
Bonus: Collaborative Process Improvement

Profit Improvement Tactics

Delivery Margin Lever Tactics (26:19)

Outro

Outro - Thank You (1:29)

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Bonus - Live Coaching Call Replays

Live Q/A Call - June 21st 2024 (54:49)
Live Q/A Call - July 18th 2024 (65:31)
Live Q/A Call - August 1st 2024 (61:38)
Live Q/A Call - August 22nd 2024 (55:55)

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Introduction to Marcel & Parakeeto

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