Ramsay Innovations

Ramsay Innovations provides tech-enabled, insights-driven finance & strategic planning for marketing

Timeline photos 03/30/2022

Last call! 📢 Just 1 day until our next Webinar for Agency Owners, CEOs and firm Finance leaders! ⌛

Don't miss this rare chance to learn a proven process for:
• Agency Goal Setting
• Staff Planning and Budgeting
• Ongoing measurement, and
• Responsive re-forecasting

Save your seat NOW to discover how to leverage your budget and forecasting to fuel growth!
Thu Mar 31st from 11am - 12:00 Noon CST 📆

Register now for Line Items at: https://www.eventbrite.com/e/269191568227?utm_source=Facebook&utm_medium=organic_post&utm_campaign=LineItems_March&utm_content=link

And if 3/31 doesn’t work, event registrants will receive the recording whether they attend or not!

Connex at Catalyst Ranch - AMA Chicago 03/07/2022

Ready to fight for your annual ? 📈 If you are, you won't want to miss this upcoming Connex webinar by American Marketing Association Chicago with Ramsay Innovations' founder Jon Morris.

Join other fellow marketers to get excellent insights about:
- How to build your bottom’s up budget to meet both your revenue and strategic goals.
- Best practices for building your supporting business cases and how and when to fight for more.
And more!

Be part of a memorable and instructional night this March 9th at Catalyst Ranch.

Register now at: https://amachicago.org/events/connex030922/

And follow us for more tech-enabled finance & strategic planning tips for marketing agencies.

Connex at Catalyst Ranch - AMA Chicago Stay connected through Connex! We’re bringing together colleagues, friends, entrepreneurs and creative professionals. Connect with fellow marketers to talk over Read More

Timeline photos 01/21/2022

We're excited to share our FREE inaugural event: "Line Items - Where marketing firm owners learn agency-specific finance"

Did we mention it's FREE?

Join us on January 27th so you can start leveraging your books and financials to fuel growth, rather than just viewing them as a necessary housekeeping evil!

Dare we say, you might even start viewing finance as fun. No? Was that a stretch?

Come join us online at: https://lineitemsvirtual.eventbrite.com/

Want more financial advice? Follow Ramsay Innovations for tips on managing finances for marketing firms.

Timeline photos 01/01/2022

We wish you a , from the entire Ramsay Innovations family! 🎊

12/29/2021

Why should a marketing agency invest in sales and marketing? And what role should the CEO of the company play in this decision?

In this clip from Built To Sell, our CEO Jon Morris shares his own experience to answer this old-as-time question.

Watch the rest of the episode at: https://www.youtube.com/watch?v=cpvJjm5kLm0

Want more financial advice? Follow Ramsay Innovations for tips on managing finances for marketing firms.

Ep 272 Jon Morris 6 Lessons From Selling Your Company to a Growth Equity Investor 12/23/2021

In this episode of Built To Sell, our CEO Jon Morris joined host John Warrillow to discuss the process of selling his digital marketing agency to a global marketing services provider.

Tune in to learn about:
- The simple acid test used to ensure each of their 250 employees lived their brand.
- What he found most challenging about raising money.
- The challenges associated with negotiating with “follower” investors.
- How much of a growth capital partner’s investment you get to keep.
- The unique way his partner incentivized him to stay through his earn-out.
- The three things that should be in your operating agreement with investors.

Plus, useful insights about financial management for fueling the growth of your digital marketing agency.

Watch here: https://www.youtube.com/watch?v=cpvJjm5kLm00

Want more financial advice? Follow Ramsay Innovations for tips on managing finances for marketing firms.

Ep 272 Jon Morris 6 Lessons From Selling Your Company to a Growth Equity Investor Despite starting with just $10,000 in 2004, Jon Morris built Rise Interactive, a digital marketing agency, to more than 100 employees before deciding to sell...

12/10/2021

Do you have both a rearview and a clean, sunny windshield view of your business? To succeed in growing your business, you need both in your finance department.

Start by understanding your Accounting and Financial Planning & Analysis: the two major functions of your department.

What the clip to learn more.

Want more financial advice? Follow Ramsay Innovations for tips on managing finances for marketing firms.

12/07/2021

Many marketing agencies are looking for 20% of their revenue to be profit. The reality is very different.

You should target a much lower profit number, and reinvest some of your revenue into your business to fuel growth.

Learn how to allocate money to sales and marketing to increase the likelihood of growing your business.

Want more financial advice? Follow Ramsay Innovations for daily financial planning tips.

12/03/2021

To help your marketing agency grow faster, you need to start utilizing your financial infrastructure for the better.

There are three components to this:
1. Investment Allocation,
2. Easily Surface Insights on a Monthly Basis,
3. and Cash Flow Analysis.

Watch the video to learn more about these techniques for your marketing agency.

And at Ramsay, we can take care of it all for you so you don't need to spend large sums of money hiring an internal FT CFO.

Want more financial advice? Follow Ramsay Innovations for daily financial planning tips.

How to Rate Your Accountant or CFO in Four Simple Ways | Ramsay Innovations 11/30/2021

Is your CFO giving you accurate data, insights to identify problems, and, most importantly, solutions to solve those problems?

So many marketing agencies don't allocate their dollars to the areas that will generate the greatest return to fuel growth, and they often end up with cash flow problems.

You need a CFO that will help you gain control of your finances in order to grow your business.

Watch the video to learn the four simple ways to rate your accountant or CFO. https://youtu.be/YE6iWTc-75c

Want more financial advice for marketing firms? Follow Ramsay Innovations for daily financial planning tips.

How to Rate Your Accountant or CFO in Four Simple Ways | Ramsay Innovations Jon Morris, the CEO of Ramsay Innovations, explains how to rate your accountant or CFO in four simple ways. As a business owner, you want to make sure that e...

11/19/2021

What is your marketing agency's revenue by month for each product or service? Taking a look at the projection of revenue will help you figure out your hiring schedule for the next year.

Watch the video to learn the best strategy for creating an accurate hiring schedule.

Want more business advice? Follow Ramsay Innovations for daily business growth tips.

Scaling your business is hard. We make it easier.

11/16/2021

Oftentimes, many professional service firms don't invest heavily in their own sales and marketing. By doing this, the likelihood they will continue to grow is extremely low.

In this clip, Jon Morris explains in three steps how to decide on and grow your sales & marketing budget to fuel your company's growth.

Want more business advice? Follow Ramsay Innovations for daily business growth tips.

Scaling your business is hard. We make it easier.

11/12/2021

As more and more opportunities opened up for SRW, CEO Kate Weidner knew they needed help focusing their efforts and prioritization.

Discover how with Ramsay Innovations' guidance, they put together a plan on what to prioritize as SRW grew.

Want more business advice? Follow us for daily business growth tips.

Scaling your business is hard. We make it easier.

11/09/2021

If you're a CEO who feels like you never have enough resources to invest in different areas, you might be dealing with a financial infrastructure problem.

In this video, Jon Morris, the CEO of Ramsay Innovations, explains how to fix CEO burnout.

Want more business advice? Follow us for daily business growth tips.

Scaling your business is hard. We make it easier.

11/05/2021

Data-driven financial insights make growth not only achievable, but also sustainable.

In this clip, Jon Morris describes how bottoms-up budgeting should guide your decision-making.

Want more business advice? Follow Ramsay Innovations for daily business growth tips.

Scaling your business is hard. We make it easier.

How To Forecast Revenue to Optimize Your Budget and Drive Business Growth 11/03/2021

Projecting revenue tip 5 of 5: Build your revenue projection from the ground up—no pie in the sky numbers here—make sure everything is rooted in reality.

To find out why & get the rest of the story, click here: https://ramsayinnovations.com/blog/growth/how-to-forecast-revenue-to-optimize-your-budget-and-drive-business-growth/

Want more business advice? Follow Ramsay Innovations for daily business growth tips.

Scaling your business is hard. We make it easier.

How To Forecast Revenue to Optimize Your Budget and Drive Business Growth Discover how to forecast revenue using an account-based approach to optimize your budget. This will assist you in determining how much you can invest.

How To Forecast Revenue to Optimize Your Budget and Drive Business Growth 10/29/2021

Projecting revenue tip 4 of 5: Forecast Named New Clients as you do Existing Clients, with a yes/no assessment of whether they’ll buy, and if so, at what rate, in what month, and for how many months. Get granular!

To find out why & get the rest of the story, click here: https://ramsayinnovations.com/blog/growth/how-to-forecast-revenue-to-optimize-your-budget-and-drive-business-growth/

Want more business advice? Follow Ramsay Innovations for daily business growth tips.

Scaling your business is hard. We make it easier.

How To Forecast Revenue to Optimize Your Budget and Drive Business Growth Discover how to forecast revenue using an account-based approach to optimize your budget. This will assist you in determining how much you can invest.

How To Forecast Revenue to Optimize Your Budget and Drive Business Growth 10/26/2021

Projecting revenue tip 3 of 5: To forecast revenue from Existing Clients, anticipate if they’ll renew (that’s a yes/no question), if so, at what rate, in what month, and for how many months. Get granular!

To find out why & get the rest of the story, click here: https://ramsayinnovations.com/blog/growth/how-to-forecast-revenue-to-optimize-your-budget-and-drive-business-growth/

Want more business advice? Follow Ramsay Innovations for daily business growth tips.

Scaling your business is hard. We make it easier.

How To Forecast Revenue to Optimize Your Budget and Drive Business Growth Discover how to forecast revenue using an account-based approach to optimize your budget. This will assist you in determining how much you can invest.

How To Forecast Revenue to Optimize Your Budget and Drive Business Growth 10/22/2021

Projecting revenue tip 2 of 5: Split projections from new clients into two groups, Named New Clients & Blue Sky Clients.

To find out why & get the rest of the story, click here: https://ramsayinnovations.com/blog/growth/how-to-forecast-revenue-to-optimize-your-budget-and-drive-business-growth/

Want more business advice? Follow Ramsay Innovations for daily business growth tips.

Scaling your business is hard. We make it easier.

How To Forecast Revenue to Optimize Your Budget and Drive Business Growth Discover how to forecast revenue using an account-based approach to optimize your budget. This will assist you in determining how much you can invest.

How To Forecast Revenue to Optimize Your Budget and Drive Business Growth 10/19/2021

Projecting revenue tip 1 of 5: Make projecting revenue the first step in your budgeting process.

To find out why & get the rest of the story, click here: https://ramsayinnovations.com/blog/growth/how-to-forecast-revenue-to-optimize-your-budget-and-drive-business-growth/

Want more business advice? Follow Ramsay Innovations for daily business growth tips.

Scaling your business is hard. We make it easier.

How To Forecast Revenue to Optimize Your Budget and Drive Business Growth Discover how to forecast revenue using an account-based approach to optimize your budget. This will assist you in determining how much you can invest.

10/08/2021

Is your company's financial structure optimized to generate the greatest ROI?

With Ramsay Innovations' tools and guidance, it easily can be.

Watch the video to get started.

Want more business advice? Follow us for daily business growth tips.

Scaling your business is hard. We make it easier.

Effective Finance Department Structure | Ramsay Innovations LLC 10/06/2021

We're officially in the last quarter of the year. Is your company ready to plan ahead?

Read on to discover the three components of Financial Planning and Analysis that will help predict what you can do in the future

Want more business advice? Follow Ramsay Innovations for daily business growth tips.

Scaling your business is hard. We make it easier.

Effective Finance Department Structure | Ramsay Innovations LLC Learn how the proper finance department structure can generate the highest ROI possible. Click here to obtain business insights!

10/05/2021

Defining your company's differentiator is not enough. To have a higher chance of winning and retaining business, you need to invest in innovation.

Watch this clip to discover how.

Want more business advice? Follow Ramsay Innovations for daily business growth tips.

Scaling your business is hard. We make it easier.

What it Takes to be a Growth Leader - Ramsay Innovations 10/01/2021

There are four attributes that make up a Growth Leader. Do you know them?

And, most importantly, do you have them?

Read the full post on our blog: ramsayinnovations.com/blog/financials/what-it-takes-to-be-a-growth-leader

Want more business advice? Follow Ramsay Innovations for daily business growth tips.

Scaling your business is hard. We make it easier.

What it Takes to be a Growth Leader - Ramsay Innovations We’ll Show You How to Walk the Talk in Business Leadership: What it Takes to be a Growth Leader.

09/29/2021

"Is this expense more important than putting it into sales and marketing?"

If you're a business owner, you should be asking yourself and your team this question. Here's our method to tackle it.

Want more business advice? Follow Ramsay Innovations for daily business growth tips.

Scaling your business is hard. We make it easier.

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Videos (show all)

The Job Of A CEO - Built to Sell
The Job Of A CEO - Built to Sell
The 2 Key Components Of Your Finance Department
How to Decide On and Grow Your Marketing Budget
Utilizing The Financial Infrastructure Of Your Marketing Agency
How to Create a Hiring Schedule for Next Year, 2022
How to Decide On and Grow Your Marketing Budget
How SRW and CEO Kate Weidner Was Able to Focus & Create A Plan for Success
How to Fix CEO Burnout
Data-driven financial insights make growth not only achievable, but also sustainable.In this clip, Jon Morris describes ...
What is the Ramsay Financial Structure?
What makes your business unique?

Telephone

Address

Chicago, IL
60606

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