Episode
Optimizing Annual Planning for Agency Growth, With Kristen Kelly
- Podcast
- The Agency Profit Podcast
- Published
- Oct 22, 2025
- Duration seconds
- 2362
- Processing state
not_requested- Canonical source
- https://parakeeto.com/blog/
Actions
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Summary
About this Episode In this episode of the Agency Profit Podcast, Marcel is joined by operations strategist Kristen Kelly to demystify annual and quarterly planning so it actually moves the business forward. Drawing on real client patterns and Parakeeto’s own cadence, they walk through a practical sequence—set a clear mission, anchor goals to measurable targets (AGI, delivery margin, overhead/AGI, operating profit), and use a simple, flexible model to pressure-test scenarios in real time. Together, they unpack why planning derails (static spreadsheets, arbitrary revenue targets, opinion-driven debates) and show how to flip it: start with the numbers, focus on a few OKR-style priorities, and over-communicate so the plan cascades into weekly execution. From running lightweight scorecards to using a FUD survey to surface misalignment, plus smarter budgeting and alternative ways to lift ABR beyond just raising prices, this episode gives agency leaders a clear, repeatable playbook to enter Q4 aligned, confident, and ready to ship.