Events
Here are our upcoming and past events. Click on the event to learn more and register for future events, or view recordings of past events.
Upcoming Events
Past Events
Webinar: From proposal to allocation: a better way to create your jobs in 2027 (AU)
Event Date: 19 May 2027
Event Details
For as long as the tempo of a firm is dictated by the client's proposal acceptance, the firm will always struggle to balance work, spread it throughout the year, and know when it needs to hire.
Job creation is driven by the proposal which often doesn't ask the right questions. When these questions go unanswered at the start, every stage downstream (allocation, capacity, workflow, invoicing, reporting) doesn't receive the inputs required to be easy.
When each stage feeds the next, the whole practice runs smoothly.
Join Will & Reubs for a 45 minute webinar on Wednesday 19 May to learn:
1. Why point-solutions only half-solve the problem, and how it shows up in every downstream step.
2. Four essential questions for each client deliverable.
3. How and when jobs are deployed including an example of a large client group.
4. The Golden Rule of practice management: why time and invoicing must always be aligned.
5. How correct job setup enables informed re-pricing, automatic allocation and capacity-driven workflow.
6. How this year's jobs activity helps re-price next year's proposal, closing the loop.
By the end of this webinar you will have a complete process for creating jobs where each stage feeds the next, from proposal all the way through to reporting and back to next year's pricing.
We'd love to see you there! But if you can't make it, everyone who registers will be receiving a recording to watch later.