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"How Can Agencies Achieve Better Alignment Between Sales and Project Management?:" with Rachel Gertz

2024/8/26

Creative Agency Success Show

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"How Can Agencies Achieve Better Alignment Between Sales and Project Management?:" with Rachel Gertz

Creative Agency Success Show

Chapters

Welcome to the Creative Agency Success Show

Insights from Rachel Gertz's Interview

Improving Client Onboarding Process

Implementing Advice from Rachel Gertz

Introduction of Rachel Gertz and Hannah

Rachel Gertz's Background and Passion

Rachel Gertz's Transition to Project Management

Common Ailments in Project Management

Improving Communication Between Departments

Sales Process and Project Management Handover

Optimizing Sales Process

Project Management Alignment Exercise

Weekly Team Check-Ins

Guiding Conversations and Asking the Right Questions

Project Management and Change Management

Flexibility in Project Scoping

Believability and Billability of Project Management

Post Project Evaluation and Continuous Improvement

Favorite Concerts

Final Thoughts and Contact Information

Shownotes Transcript

"How Can Agencies Achieve Better Alignment Between Sales and Project Management?:" with Rachel Gertz 37:57 Share

Creative Agency Success Show

Chapters

Welcome to the Creative Agency Success Show

Insights from Rachel Gertz's Interview

Improving Client Onboarding Process

Implementing Advice from Rachel Gertz

Introduction of Rachel Gertz and Hannah

Rachel Gertz's Background and Passion

Rachel Gertz's Transition to Project Management

Common Ailments in Project Management

Improving Communication Between Departments

Sales Process and Project Management Handover

Optimizing Sales Process

Project Management Alignment Exercise

Weekly Team Check-Ins

Guiding Conversations and Asking the Right Questions

Project Management and Change Management

Flexibility in Project Scoping

Believability and Billability of Project Management

Post Project Evaluation and Continuous Improvement

Favorite Concerts

Final Thoughts and Contact Information

Shownotes Transcript

"How Can Agencies Achieve Better Alignment Between Sales and Project Management?:" with Rachel Gertz