Using a Forecast for Growth: A 2019 Episode About One Client’s Growth Revisited

Creative Agency Success Show - A podcast by Summit Virtual CFO by Anders - Mondays

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In this episode of the Creative Agency Success Show, hosts Jamie and Tom revisit a 2019 discussion about a client experiencing significant growth. They explore how the client navigated the pandemic's challenges, emphasizing the importance of dynamic forecasting over static budgeting. The conversation highlights the client's journey from $10 million in 2019 to $22 million in 2023, the shift to centralized decision-making, and the adoption of new sales leadership. Key takeaways include the necessity of regular forecasting updates, prioritizing key initiatives, and the benefits of maintaining open communication to drive business growth.

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