Free live workshop
How to See Which Clients and Projects Actually Make Money
A team profitability workshop. Build your profitability view and decide what to rescope, reprice or grow.
Tuesday, October 20, 2026, 9:00 to 10:00am PT (12pm ET / 5pm Lisbon)
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Free · 60 min · Live Q&A · Recording sent to all registrants
What we'll cover
- 1Why revenue lies: how over-servicing hides inside fixed fees and retainers
- 2The four numbers that matter: revenue, cost, margin and utilization
- 3Worked example: one agency, four clients, and the one losing money
- 4Build-along: your client and project profitability view
- 5From data to decisions: rescope, reprice, rebalance or grow
You'll leave with
- Your client and project profitability view
- The four numbers that matter
- A decision framework: rescope, reprice, rebalance or grow
No spreadsheets. No timesheets.
- Time rolls in automatically, so margins stay current
- Hours against each client's fee, updated as the month goes
- Works with fixed fee, retainer and hourly work
Hosted by Macgill Davis, CEO and Cofounder of Rize. For owners, operations and finance leads at agencies and professional-services firms.
Workshop FAQ
Yes. It is a free, live, 60 minute online session: 45 minutes of content and 15 minutes of Q&A.
Register anyway. Everyone who registers gets the recording afterwards.
No. Macgill builds the profitability view live in Rize, so you can watch, or follow along in your own workspace if you already have one.
See which clients and projects make money.
Tuesday, October 20, 2026, 9:00 to 10:00am PT (12pm ET / 5pm Lisbon)
Free · 60 min · Live Q&A · Recording sent to all registrants