Agency Commercials Cheat Sheet

Master the financial language of your agency and become a more commercially-aware Account Director who can confidently discuss numbers and protect project margins.

Purpose/When to Use:

Use this reference guide when discussing budgets, forecasting, project profitability, or any financial conversations with clients or internal teams. Essential for understanding your account's financial health, managing project costs, and speaking confidently in commercial meetings with senior leadership.

How to Use:

Keep this as a quick reference for key terms like utilisation rates (your target as an Account Director is 60-70%), realisation rates (aim for as high as possible), and margin calculations.

Use it to prepare for budget meetings, understand project burn rates, and ensure you're managing scope effectively to protect profitability.

Download your cheat sheet HERE.

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Client Personality Framework