Online

Event

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

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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.

📅

17th June 2026 9:30 AM

📍

Online (Zoom)

ABOUT THE EVENT

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.

A man with a beard wearing a light blue shirt sits in front of a brick wall, looking off to the side.

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