OPERATIONS MASTERMIND: How Can You Operationalise Growth With the Right Software?

Wednesday, June 17, 4:30am - 5:30am (EDT)

Time shown in-04:00 America, New York

“You can run an agency on project tools for a while. But at some point, you need a system that tells you where you’re actually making money, not just what everyone’s working on,” says Jay Neale, CEO of Synergist.

Most agencies start out using tools like Monday, ClickUp or Asana to manage delivery. They’re good at keeping projects moving. People know what they’re working on, deadlines get tracked, and the work stays organised.

But as agencies grow, another layer of complexity creeps in. You start asking different questions. Which clients are actually profitable? Who’s over capacity? Are you pricing work properly? Why does the pipeline look healthy while margin still feels tight? And that’s usually the point where project management stops being enough on its own.

In this session, Jay Neale will use Synergist to show what agency management software actually looks like in practice, and why many agencies eventually move towards a more joined-up operational system.

https://agencyhackers.zoom.us/meeting/register/6RTkdB4JS064QRfi_0imkw

88256912199

Add to Calendar 2026/06/17 09:30:00 2026/06/17 10:30:00 Europe/London OPERATIONS MASTERMIND: How Can You Operationalise Growth With the Right Software? “You can run an agency on project tools for a while. But at some point, you need a system that tells you where you’re actually making money, not just what everyone’s working on,” says Jay Neale, CEO of Synergist.

Most agencies start out using tools like Monday, ClickUp or Asana to manage delivery. They’re good at keeping projects moving. People know what they’re working on, deadlines get tracked, and the work stays organised.

But as agencies grow, another layer of complexity creeps in. You start asking different questions. Which clients are actually profitable? Who’s over capacity? Are you pricing work properly? Why does the pipeline look healthy while margin still feels tight? And that’s usually the point where project management stops being enough on its own.

In this session, Jay Neale will use Synergist to show what agency management software actually looks like in practice, and why many agencies eventually move towards a more joined-up operational system.

https://agencyhackers.zoom.us/meeting/register/6RTkdB4JS064QRfi_0imkw

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