The Planning Gap:
PM Tool vs. P&L
Join Parallax and ZenPilot to learn how top-performing agencies plan, price, and deliver work profitably and consistently.
Space is limited - register now to save your seat.
A great partner to scale and measure operational performanceBen Labay, Speero
Leadership now has a clear view of bandwidth and capacityKevin D'Arcy, ThinkFuel
Helped with scheduling and capacity planningMolly Whelan, RocketBike
We didn't realize we went up 300% in the work we were doingEmily Turi, Wingspan Marketing
One of the best investments we've made as a businessRebecca Nash, Beam Content
Our team is more efficient, productive, and healthierKyle Harms, Digital Hot Sauce
Led a 300% improvement in efficiencyMichael Lisovetsky, JUICE
Productivity up 400%, revenue up 25%Shayla Pearson, Seaworthy Strategy
★★★★★ ClickUp's Highest-Rated Solutions Partner
Agencies know they should be tracking client profitability and utilization - but getting accurate numbers is painful. Your PM tool says one thing, your CRM says another, and your accountant says something else entirely. Data's spread between platforms so you live on gut feel.
In this session, Jessica Tiwari from Parallax and Gray MacKenzie from ZenPilot break down what top-performing agencies do differently when it comes to planning resources, pricing work, and protecting margins - and what you can start doing today regardless of your tool stack. Plus, see how a purpose-built resourcing and forecasting layer like Parallax works alongside your project management tools to close the planning gap.