Teams | Collaboration | Customer Service | Project Management

How to Pitch a Client: A Strategic Framework for Agencies

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.

Improve Your Utilization Rate: 8 Ways to Increase Billable Time

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.

6 Project Estimation Techniques for More Accurate Project Planning

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.

Agency Cash Flow 101: Ultimate Guide for Execs

Cash flow is the net amount of money that moves in and out of your agency during a given time period. This includes: A positive cash flow means your agency earns more than it spends, while a negative cash flow indicates higher expenses than income. Managing cash flow effectively is crucial for smooth operations. With a positive cash flow, you can cover payroll, pay contractors on time, and set aside funds for unexpected delays, late client payments, or contract cancellations.

February 2025 Version Update: Team Performance Report & Usability Improvements

We’re keeping the new year’s momentum going with a powerful new report! The team performance report brings all the time-related performance metrics into a single view, giving you a 360-degree view of each of your team member’s performance and utilization. Plus, we’re rolling out a range of usability improvements to streamline your workflows on multiple fronts.

Resource Availability 101: What It Is & How to Track It

Does your business have enough employees on hand for every project in the pipeline? To get an accurate answer, you need to know your resource availability. Learn the basics and improve project planning with our resource availability guide, which covers the four key factors that affect this metric, how to calculate it, and tips to accurately track it over time.

Resource Breakdown Structures: A Simple Guide for Professional Services

Struggling to allocate your organization’s people, tools, and time effectively? If so, you’re probably also struggling with budget overruns, project delays, and frustrated team members and clients. Learn how to avoid these problems by using a resource breakdown structure.