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Tools & Templates

Put Strategy Into Action

Running a profitable staffing agency requires the right numbers, the right pricing, and the right operational decisions. EncoreU’s tools and templates are built specifically for staffing professionals to bring clarity to the decisions that matter most.

    Put Your Numbers to Work

    Get a clearer picture of your staffing firm’s financial health and funding needs. Use Encore’s Cash Conversion Calculator and Funding Assessment to see how efficiently cash moves through your business, evaluate your current financing, and identify opportunities to strengthen cash flow and support growth.

    Resources to Grow Your Business

    Currently in development, the following EncoreU resources are designed specifically for the operational realities staffing firms face every day. Each one will be practical, actionable, and built to produce a clear next step. Look for the launch soon!

    Staffing Profitability Tool

    Evaluate margins, operational performance, and financial opportunities across your staffing business.

    What It Helps You Do

    • Calculate gross margin by placement type and client
    • Analyze bill rate and pay rate spread
    • Identify where margin is leaking across your book of business
    • Evaluate new client opportunities before you commit
    SWOT Analysis Template

    Identify strengths, weaknesses, opportunities, and threats to support strategic planning and business growth.

    Best Used For

    • Annual strategic planning sessions
    • Evaluating a new market, vertical, or service line
    • Pre-funding or pre-acquisition decision making
    • Quarterly leadership alignment
    Staffing Firm Pricing Resources

    Access tools and guidance to help evaluate pricing models, profitability, and client billing strategies.

    Topics Covered

    • How to calculate your bill rate markup
    • Burden rate, overhead, and target margin formulas
    • Competitive pricing by industry vertical
    • When to raise rates without losing clients
    AR Turnover / DSO Guide

    Learn strategies for improving receivables management, reducing DSO, and strengthening cash flow performance.

    What You’ll Learn

    • How to calculate your agency’s DSO
    • How to benchmark DSO against industry standards
    • Strategies for reducing your collections lag
    • How invoice factoring accelerates your AR cycle

    Built for Staffing Agencies

    30+ Years of Staffing Expertise Behind Every Resource
    The tools and frameworks in EncoreU reflect decades of firsthand experience funding and advising staffing agencies at every stage.

    Actionable, Not Academic
    No theory for theory’s sake. Every resource is designed to produce a clear next step, a number, a decision, or a plan of action for your agency.

    Updated for Today’s Staffing Market
    The staffing industry evolves. EncoreU resources are designed to stay current with the real cost, margin, and regulatory landscape your agency operates in.


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