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Most common reasons why  projects go wrong:

• Scope Creep
• Misaligned Expectations
• Misaligned Budget
• Inaccurate or insufficient discovery
• Even long term retainers have a life span

The importance of thinking how to get our of something, before you get into it...

The difference between quotes and estimates...

For Projects:

• Have a specification linked to the estimate – reserve the right to change the quote if the specification changes
• Be clear where the intellectual property lies at different stages of the project
• Have a termination process from BOTH sides in your Contract / Agreement:
• If the client terminates the project
• If you terminate the project
• Have the payment schedule linked to stages YOU control
• Have a documented process for packaging up files, sending them to the client and offboarding the client from your systems

For Retainers:

• Have a termination process outlined in your Contract / Agreement
• Include a notice period – and detail from both sides
• Detail how and when final payments will be expected and what they will cover
• Have a documented process for completing work, sending data to the client and offboarding the client from your systems

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• Key metrics to track
• Targets to aim for & industry benchmarks
• Exactly what formulas to use to calculate them

Example metrics:

• Financials (Revenue, AGI, Gross Profit, Net Profit, Overhead Spending)
• Utilization Rates
• Average Billable Rates
• Labor Efficiency Ratio

Marcel's Bio: 

Marcel Petitpas is the CEO & Co-Founder of Parakeeto, a company dedicated to helping agencies measure and improve their profitability by streamlining their operations and reporting systems, a problem he discovered while running his own agency.

He’s also the head strategic coach at SaaS Academy by Dan Martell, the #1 coaching program for B2B SaaS businesses in the world.

In his work as a speaker, podcast host, and consultant, specializing in Agency Profitability Optimization, he's helped hundreds of agencies around the world measure the right metrics and improve their operations and profitability.

When he’s not helping agencies make more money, he’s probably watching “The Office” or “Parks and Rec” on a never-ending loop and eating breakfast foods for every meal of the day.

Links: 

Twitter / X: @Parakeeto

Website: www.parakeeto.com (👈 you can also get the Toolkit from here)

Podcast: The Agency Profit Podcast

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My 5 minute SEO Assessment of any client website! 

Disclaimer: this isn't a process for running a full SEO Audit on a website. Instead, this is the process I go through when a lead comes in to talk about SEO. Before any project has been confirmed, or any money has exchanged hands, this is the process I go through before the initial call to give me context. 

• Website structure
• User experience
• Current Rankings
• Competitor Websites & Rankings
• Website Speed / Core Webs Vitals

This leads on to two gated products... 

• SEO Health Check
• Keyword Research & Mapping

... and from here I can present a retained proposal.

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