Top-Down vs Bottom-Up Forecasting, With Kristen Kelly

About this Episode In this episode of the Agency Profit Podcast, Marcel sits down with Parakeeto’s own Kristen Kelly to tackle the often misunderstood and overly complex topic of forecasting in service businesses. They break down the difference between bottom-up and top-down forecasting, explaining how each serves a different purpose, from granular project planning to high-level leadership decision-making. The duo highlights how many agencies get stuck trying to force detailed project data to answer broader strategic questions, and why simplifying your forecasting system might actually yield more accurate, actionable insights. Listeners will walk away with a clearer understanding of how to create forecasting systems that balance precision and usability, especially in the face of uncertainty, and why decoupling operational and executive forecasting tools can save time, reduce stress, and improve decision-making across the board.

Om Podcasten

Welcome to the Agency Profit Podcast hosted by Marcel Petitpas, CEO and Co-Founder of Parakeeto. Finally, an agency podcast that isn't JUST about getting more clients. On the show, we bring in experts, agency owners and consultants to share their actionable tips for improving profitability and operational efficiency. Here, you'll learn what systems to implement in your business, what kind of KPI's to track, and benchmarks to aim for. How to manage things like capacity, utilization, billing rates, processes and procedures, what tools to use, mistakes to avoid and so, so much more. If you're tired of putting out fires, working long hours, and growing revenue but not profits, you're in the right place.