Agency Resource Manager with Professional Setup & Onboarding

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Agency Resource Manager with Professional Setup & Onboarding

Agency Resource Manager is a full suite of tools (built in Google Sheets) that includes:

• Resource utilization and management.
• Projected revenue and hours by department (to inform your production schedule).
• Automatically measure profitability of Clients, Departments, and Resources.

Our support team will take all of your data (via a questionnaire included in the product) and get your AgencyResource Manager all setup for a live run-through with you.

Contents

Getting Started

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Agency Resource Manager Setup Questionnaire

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Setting up your Agency Resource Manager

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Template Files

Agency Builder Resource Manager

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Agency Builder Resource Manager – TimeLog Template

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Agency Builder Resource Manager – Client Tasklist Template

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