Teams | Collaboration | Customer Service | Project Management

As your business scales and your team takes on more clients, you need to adapt your resource planning methods. Why? Because the approach that helped you manage one project won’t be as effective when juggling 10 or 100. With a system that supports resource planning for multiple projects, you can thoughtfully assign people, tools, and budgets—without worrying about overwork, project delays, or cost overruns. And still keep your margins up.

Workload management is the process of assigning projects and tasks across your team based on capacity, skills, and priorities. The goal is to maximize team members’ billable availability and experience levels, keeping them in a 70-80% utilization range. If you give team members too much work, they’re prone to burnout and making mistakes while rushing to meet deadlines. And underutilized staff become disengaged and represent lost opportunities to bring in revenue.

Revenue per employee (RPE) is the net average revenue your employees generate. Net refers to revenue minus pass-through costs, like supplier bills and software licenses. This metric tells you if your employees create enough revenue to cover: Agencies and consultancies track this metric because it offers insight into.

Whether you run a marketing, digital, creative, or advertising agency, the right tech stack can help you streamline operations, improve efficiency, and boost profitability. To help you build the ideal tech stack for your team, we rounded up our favorite agency tools for everything from work management to marketing automation to appointment scheduling. Here are our top picks.

This month, we’re focusing on work management improvements. We’ve improved the visibility of time off in the Planner, added week date tooltips in the Booking tool, and more. These changes may be subtle, but they’ll help you work smarter every day!

Agency pitching isn’t getting easier. Longer sign-off times, smaller budgets, and flat-out ghosting are testing even the most seasoned teams. While market conditions are tough, the real challenge—and opportunity—is refining the pitch process to stay ahead. Be Ryt growth consultant Freia Muehlenbein sat down with us to share her framework for winning new business. Learn how to qualify leads, plan pitches, and deliver proposals that resonate with decision-makers.

To maximize profit margins for your agency or consultancy, you need to know how efficiently you’re using your team’s time. Low utilization rates signal lost opportunities to bring in revenue. By boosting them, you can better support your bottom line and keep your team engaged. Use our top nine tips to monitor and improve utilization rates across your organization.

Revenue recognition is when you record income as you deliver products and services, not when you receive payment for them. Let’s walk through the basics and how to make this accounting strategy sustainable in your agency or consultancy.

Getting your project estimates right means better margins, happier clients, and fewer stressful conversations about budget overruns and delays. But without a clear approach, trying to make them more precise is tough. Try these proven project estimation techniques as a starting point for more accurate project plans. Here’s a quick summary of all the methods discussed below: Now, let’s go through each technique in more detail.

If you can’t match projects with the right pricing model, you’ll end up leaving money on the table. Look over these five agency pricing models and find out which ones can best support your unique services and profit targets.