Build a Better Agency Podcast

Episode 508 Project Management That Drives Profit with Rachel Gertz

Jun 30, 2025
Rachel Gertz, an expert consultant with over 15 years of experience, joins to share how effective project management can transform agency workflows and profitability. She discusses the importance of a smooth sales-to-delivery handoff and the common pitfalls agencies face. Rachel reveals the balance between necessary structure and creative freedom, and offers practical steps for evaluating chaos within agencies. Listeners gain insights on enhancing client relationships and the need for strategic alignment in project management systems.
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INSIGHT

Constraints Enable Creative Freedom

  • Constraints and structured processes provide freedom rather than limits.
  • They clear mental clutter and allow creative focus to deepen and expand.
ADVICE

Project Management as Operational Glue

  • View project management as the operational glue connecting sales, marketing, and delivery.
  • Use strong communication to manage client expectations and project timelines effectively.
INSIGHT

Project Management Is Complex

  • Project management is much more than moving tasks; it encompasses resource and talent management.
  • Automation should handle routine work to free up capacity for creative iteration.
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