Curriculum Overview
Introduction
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Foundational Concepts
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Core Financials & Margin Levers
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- 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)
Refer A Friend!
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Building an Agency Model
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Pricing, Scoping & Forecasting
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- 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
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Profit Improvement Tactics
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Outro
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Refer A Friend
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Bonus - Live Coaching Call Replays
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100% Money Back Guarantee
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