How this Architect became more selective with clients using Monograph
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AI Summary of "How this Architect became more selective with clients using Monograph"
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Challenges Before Monograph
š Before Monograph, the interviewee relied on multiple spreadsheets and various systems to manage business finances, lacking a single source of truth.
š The previous system involved complex spreadsheets, with one spreadsheet containing four or five different tabs for organization.
š¢ The business, Invisage Architecture, currently employs about seven or eight people, including the owner, a business partner, a consultant in Taiwan, two interns, and a business manager.
Benefits of Using Monograph
šļø The primary reason for adopting Monograph was to track time and project history to create better proposals and ensure future success.
š° Usage of Monograph helps them determine which types of projects are profitable, allowing them to identify and prioritize their best clients.
š¤ Being selective about clients ensures a good fit, preventing unhappy partnerships where neither party receives the best service or value.
Unexpected Advantages and Resource Management
šļø A significant surprise benefit was improved scheduling capabilities as the team grew, helping to reduce chaos.
š§āš» Monograph assists in managing a mixed workforce (full-time, part-time, and contract employees) more holistically, especially with larger incoming projects.
š The software allows for better resource allocation by providing a clearer view of team availability and utilization.
Advice for Architects
š£ļø The main piece of advice for other architects is to "know your worth" and avoid basing pricing solely on what clients are willing to pay.
šŖ Standing up for one's value results in working with clients who truly appreciate the service offered.
š§© Clients who do not recognize the value are better off finding someone else, which is also a service to those mismatched relationships.
Key Points & Insights
ā”ļø Track time and history meticulously using tools like Monograph to accurately price future proposals.
ā”ļø Utilize data from past projects to selectively target and secure profitable clients rather than accepting every opportunity.
ā”ļø Advocate for your professional worth to ensure you attract the right clientele who value your services, fostering better business outcomes.
šø Video summarized with SummaryTube.com on Jan 09, 2026, 05:57 UTC
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šTranscript
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šVideo Description
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Architecture firms often accept any project that comes their way, but what if you could use data to choose only the clients who value your expertise?
In this episode, you will learn:
00:08 Life before Monograph - managing multiple spreadsheet systems
00:31 Team size and structure at Envisage Architecture
00:53 Decision to implement unified financial tracking with Monograph
01:07 Three years of using historical data for better proposals
01:56 Surprise scheduling benefits for mixed employment teams
02:32 Advice to architects - know your worth and stand up for it
Meet Wendy Klepcyk, AIA, Principal Architect at Envisage Architecture, a 8-person Cincinnati firm that evolved from reactive project acceptance to strategic client selection through three years of data-driven decision making.
Ready to gain financial clarity like this Architect? Learn more at https://monograph.com
Full video URL: youtube.com/watch?v=w2YUb4V5Omc
Duration: 3:08
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šRelated Tags
architecturebusiness of architectureentrearchitectA/E FirmsAIAAmerican Institute of Architects
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AI Summary of "How this Architect became more selective with clients using Monograph"
Get instant insights and key takeaways from this YouTube video by Monograph.
Challenges Before Monograph
š Before Monograph, the interviewee relied on multiple spreadsheets and various systems to manage business finances, lacking a single source of truth.
š The previous system involved complex spreadsheets, with one spreadsheet containing four or five different tabs for organization.
š¢ The business, Invisage Architecture, currently employs about seven or eight people, including the owner, a business partner, a consultant in Taiwan, two interns, and a business manager.
Benefits of Using Monograph
šļø The primary reason for adopting Monograph was to track time and project history to create better proposals and ensure future success.
š° Usage of Monograph helps them determine which types of projects are profitable, allowing them to identify and prioritize their best clients.
š¤ Being selective about clients ensures a good fit, preventing unhappy partnerships where neither party receives the best service or value.
Unexpected Advantages and Resource Management
šļø A significant surprise benefit was improved scheduling capabilities as the team grew, helping to reduce chaos.
š§āš» Monograph assists in managing a mixed workforce (full-time, part-time, and contract employees) more holistically, especially with larger incoming projects.
š The software allows for better resource allocation by providing a clearer view of team availability and utilization.
Advice for Architects
š£ļø The main piece of advice for other architects is to "know your worth" and avoid basing pricing solely on what clients are willing to pay.
šŖ Standing up for one's value results in working with clients who truly appreciate the service offered.
š§© Clients who do not recognize the value are better off finding someone else, which is also a service to those mismatched relationships.
Key Points & Insights
ā”ļø Track time and history meticulously using tools like Monograph to accurately price future proposals.
ā”ļø Utilize data from past projects to selectively target and secure profitable clients rather than accepting every opportunity.
ā”ļø Advocate for your professional worth to ensure you attract the right clientele who value your services, fostering better business outcomes.
šø Video summarized with SummaryTube.com on Jan 09, 2026, 05:57 UTC
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Find relevant products on Amazon related to this video
As an Amazon Associate, we earn from qualifying purchases
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