Do you still treat onboarding as an afterthought, even though it sets the tone for long-term success in your agency? It’s time to rethink your onboarding. 

In this episode of The Agency Blueprint, we discuss why rushed and inconsistent onboarding not only undermines team confidence but also becomes a bottleneck to scale. We also discuss the five non-negotiables framework, a repeatable, role-based onboarding strategy that ensures transparency, accountability, and competence. 

Don’t miss this episode to learn how intentional onboarding builds confidence, speeds ramp-up time, and creates a resilient team foundation! 

Key Questions: 

• [01:26] Have you observed new hires forgetting critical information or making repetitive mistakes? 
• [03:55] Have you ever thought about how much your turnover is costing you? 
• [08:37] Do you have clear metrics for new hire progress, or are milestones vague and frustrating? 
• [15:14] Are you documenting your trainings and FAQs in a way that allows new hires to self-reference instead of interrupting your workflow? 

What You’ll Discover:  

• [01:52] How rapid-fire training during high-anxiety periods leads to forgetting 70 % of key information, a recipe for mistakes. 
• [04:21] Why onboarding must include introductions, role clarity, and integration with your team’s culture. 
• [07:45] The “five non-negotiables” framework per role as the foundation for repeatable onboarding. 
• [08:37] A weekly rollout plan: training, dry runs, shadowing, then full live execution—designed for safe skill building. 
• [11:23] How a roadmap with clear timing expectations empowers new hires to own their progress and ask for help at the right time. 
• [13:43] Understand that even top-performing hires benefit from being slowed down during onboarding. 
• [15:14] The importance of investing in recording training, creating SOPs, and building sandboxes for new hires. 
• [16:57] Onboarding is a serious investment, and doing the hard work upfront gives your hires the tools they need to perform. 
• [19:06] Understand that strong onboarding systems reduce team dependency and build cross-team confidence and clarity.

Are you struggling to make tough business decisions without second-guessing yourself? You’re not alone; many creatives struggle with balancing human connection with data-driven clarity. 

In this episode of The Agency Blueprint, I’m joined by Bill Coletti to discuss the interplay between fear and data in entrepreneurship, especially during pivotal decision-making moments. Bill is the founder of Kith.co and SCT Leadership, a seasoned entrepreneur, strategist, and author of Critical Moments. With decades of experience navigating global political campaigns and leading reputation management for brands like Target and American Airlines, Bill now dedicates his expertise to helping founders evolve into CEOs. 

Listen in to learn why basic understanding of financials is essential as a mindset shift when evolving from freelancer to CEO. You will also learn in detail the emotional and psychological challenges that come with leadership, hiring, and entrepreneurship. 

Key Questions: 

• [01:27] How has fear—especially self-doubt—shaped your entrepreneurial journey? 
• [04:42] Were there moments when data helped you manage or even intensify your fears? 
• [09:39] How can creatives, who often dislike data, still use it effectively without sacrificing their creative edge? 
• [19:11] How have you helped people to see where fear or logic is their guiding financial decision-maker?   
• [22:00] What’s the worst possible outcome of your next big decision, and are you okay with it? 
• [34:20] What if you stopped judging your emotions and started observing them instead? 

What You’ll Discover:  

• [02:02] Bill’s internal fears during early entrepreneurship, including impostor syndrome and leaving the safety of a big firm. 
• [04:55] How data became essential when he planned to exit his company, transitioning from a practitioner to a high-level operator. 
• [07:39] The importance of not losing sight of humanity when relying on data, because numbers impact people. 
• [09:57] How to keep communication simple and tie data directly to vision and execution as a data-averse creative. 
• [11:36] The danger of creatives who ignore financials and how it turns businesses into hobbies. 
• [13:50] The two major revenue inflection points—$300K and $1M—and what changes at each level. 
• [17:28] Understanding what parts of financial management you can outsource and what parts you must still understand. 
• [19:53] How a scarcity mindset can paralyze even a well-capitalized business from investing in growth. 
• [23:53] How founders often double down on bad decisions to protect their ego, and how to break that pattern. 
• [27:42] Why smooth sailing might not be teaching you anything and how challenges can become fuel for evolution. 
• [31:08] How visualizing future success can re-energize your present and dissolve fear-based hesitation. 
• [32:46] Understand why emotional self-awareness—not just strategy—is at the heart of great leadership. 
• [34:42] How combining self-exploration with professional competence creates a balanced, effective leader. 

Connect with Bill: 

• Website
• LinkedIn

What strategies for increasing profitability can you utilize without raising rates? While raising rates is a straightforward way to boost margins, it’s not always feasible due to market limitations or client resistance. 

In this episode of the Agency Blueprint podcast, we discuss actionable strategies for improving agency profitability without raising client rates. We further discuss the importance of having clean, organized financial statements as the foundation for making informed decisions. 

Listen in to learn how to leverage resource management tools to better allocate team resources, reduce inefficiencies, and ensure that every dollar spent contributes to the bottom line. 

Key Questions: 

• [01:27] What mechanism do you have outside of raising rates that allows for you to be able to achieve higher profitability? 
• [08:43] What steps can you take to reduce administrative costs and focus attention on where there’s true impact?  
• [09:15] What steps can you take to course-correct underutilized or overworked team members for better profitability and team performance? 
• [13:21] When should you consider hiring subcontractors versus maintaining full-time employees to improve profitability?  
• [17:08] What are some other challenges or things people should be looking out for when looking to be more efficient? 

What You Will Discover: 

• [01:50] The importance of having clean and organized financial statements to help identify overspending and make data-driven decisions.  
• [03:05] How poor financial visibility can lead to overspending and inefficiencies in your agency’s operations.  
• [05:38] Why delivery costs should not exceed 50% of revenue and how to address inefficiencies in your billable team.  
• [07:28] How to reduce operational costs by analyzing administrative expenses, office overhead, and sales/marketing budgets.  
• [10:05] How resource management tools can help you balance team utilization and improve overall efficiency.  
• [12:00] Strategies for addressing underutilized team members, such as combining roles or reallocating responsibilities.  
• [13:33] The pros and cons of hiring subcontractors versus maintaining full-time employees to improve profitability.  
• [14:56] How to analyze the profitability of individual projects to identify inefficiencies, plus steps to address unprofitable projects. 
• [17:13] The importance of conducting regular financial audits to identify unnecessary expenses and improve profitability. 
• [18:14] How to implement cost-cutting measures carefully to avoid harming team morale or compromising service quality. 

Have you dealt with a demanding client before? How did they impact you and your agency? Demanding clients can be exhausting and often leave you and your team frustrated. 

In this episode of The Agency Blueprint, we discuss demanding clients and how to best manage them without ruining your relationship. We explain the importance of managing your expectations with clients and evaluating your client base to ensure you’re working with A-class clients. 

Don’t miss this episode for more on client relationships, creating alignment with clients, and client evaluation!  

Key Questions:   

• [03:19] What are the impacts of demanding clients on agencies? 
• [15:37] How do we manage and get out of a situation where we have to turn a client around or let them go?  

What You’ll Discover: 

• [01:36] We define a demanding client, their traits, and what makes them frustrating. 
• [04:16] We share our experience with a demanding client and how we dealt with him. 
• [08:17] The importance of setting and reaffirming expectations to avoid client Misunderstandings.  
• [09:54] How to evaluate your client base to ensure you’re working with A-class clients.  
• [14:06] Understanding that sometimes a client isn’t worth the revenue anymore.  
• [15:56] How to have a conversation about creating alignment and a mutually beneficial relationship with your clients.  
• [19:15] The best strategy to let go of a demanding client while still keeping the relationship intact.

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Do you have the right billing model? Do you find it hard to navigate the conversation around pricing as an agency owner? There are factors you should consider when looking into a billing model, but ultimately, what needs to be true, no matter the billing method, is ensuring there’s enough gross margin for you to be set up for success.  

In this episode of The Agency Blueprint, I’m joined by Marcel Petitpas, CEO and founder of Parakeeto, a consulting and technology firm dedicated exclusively to helping agencies answer important questions without wasting time on spreadsheets. He shares his perspective on agency billing in the industry today and how to best price services for profitability.  

Listen in to learn how margin pressure on agencies leads to increased specialization and business complexity.  

Key Questions:   

• [01:10] From a billing perspective, what do you see happening in the industry at the moment? 
• [05:48] What factors would you advise an agency owner to think about when it comes to their billing model? 
• [24:17] What would you say to someone concerned about changing their billing model to a value-based model? 

What You’ll Discover: 

• [01:35] Things that have created margin pressure on agencies leading to increased specialization and business complexity.  
• [06:03] Factors to consider when deciding the right pricing model in your agency. 
• [08:02] How your positioning and value can help you assess your risk profile when choosing a pricing model. 
• [11:00] The tactics to use to navigate the value conversation and get some exposure from the client. 
• [14:09] How to quantify high and low-risk work and sell the agile method of high-risk work. 
• [17:37] Understanding the pricing quadrant and how to position and structure a pricing model that benefits you.  
• [24:39] How to educate yourself and shift your mindset to enable you to change to a value-based model.  

Connect with Marcel: 

• Website
• LinkedIn
• The Agency Profit Podcast

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

What is the best way to bring in more revenue to your agency in the next 30-60 days? Have you tried reaching out to old prospects and clients to see where they stand now?  

In this episode of The Agency Blueprint, I provide the best formula to reach out to closed lost prospects and generate revenue. I explain why reaching out is a working formula that will get you revenue in the door and allow you to invest in upward growth.  

Don’t miss this episode to learn how to approach this proven revenue-generation method!   

Key Question:   

• [01:17] Have you ever been in a position where you allowed self-doubt to lead you to say NO to an opportunity and later regretted it? 

What You’ll Discover: 

• [01:17] Reach out to prospects that said no and give them a chance to highlight if they feel differently now.  
• [05:30] Get a list of all your closed lost prospects and all the clients you’ve worked with before.  
• [06:21] Reach out every 3-6 months up until the point they say they’re not interested.  
• [07:18] The system of how to reach out to these prospects, plus how the emails should look like.  
• [11:16] The importance of following up with prospects every 3-6 months to continue being in front of them. 

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

What financial stage is your agency, and how are you managing the growth? Agency growth has four discreet stages that drive decisions: the create mode, build mode, grow mode, and big business stage. 

In this episode of The Agency Blueprint, I’m joined by Ryan Watson, an experienced operations and finance leader for creative agencies and venture-funded startups. As a partner at Upsourced, he helps scaling agencies build better plans, see the future, and drive profit.   

Listen in to learn the importance of focusing on one thing at a time and building momentum rather than a hierarchy of KPIs.  

Key Questions:   

• [01:14] What are the glass ceilings you’re seeing from a financial perspective working with agencies every day?  
• [20:13] Why is it a bad idea for an agency to have a hierarchy of KPIs?  
• [24:47] What stage do you think makes sense for someone to bring in a full-time in-house team? 

What You’ll Discover:  

• [01:43] The four discreet stages of agency growth and the challenges and intentional decisions to make.  
• [06:34] The challenge of creating a repeatable revenue generation during the build mode phase. 
• [09:37] How to find the right way to form a business unit that you run. 
• [13:35] The importance of transparency when communicating your why to your team. 
• [18:47] Why the fear of letting people go at certain stages is a massive limitation in growth.  
• [20:33] The importance of focusing on one thing at a time in your KPIs and building momentum.  
• [25:04] The questions to ask yourself to understand when to bring in a full-time in-house team.  

Connect with Upsourced: 

• Website
• YouTube

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Do you find yourself dealing with untimely projects and client incoordination? At the core of avoiding situations like these is proper communication. 

In this episode of The Agency Blueprint, I share the types of stages to consider implementing in your processes to avoid client incoordination and untimely projects. I explain the importance of communicating client responsibilities and having inclusions and exclusions to avoid ambiguity.  

Listen in to learn the importance of consistently reminding your client of the progress and consequences of their project!  

Key Questions:   

• [03:00] Are you communicating client responsibilities or are you afraid of it resulting to a, no? 
• [05:40] Do you have inclusions and exclusions in your scope of work to avoid ambiguity?  
• [07:06] What does your client onboarding call look like, is there a clear understanding of everything to everyone involved?  

What You’ll Discover: 

• [03:00] Client responsibilities - communicate all the things the client has to do to allow you to be successful.  
• [05:40] Have inclusions and exclusions – list what you will and won’t do to avoid ambiguity.  
• [07:06] The onboarding call – covering the outcomes and objectives and then listing the action steps.  
• [09:25] The ongoing management – have someone in your team to consistently remind your client about progress.  
• [12:09] The importance of consistently reminding your client of progress and the next phase of the project.

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Have you considered revenue share and equity as ways to build passive income in your agency? Revenue share and equity are great ways to build alignment and accomplish wider goals with the client and your agency.  

In this episode of The Agency Blueprint, I take you through examples of agencies who’ve embraced revenue share, profit share, and equity and how it worked for them. I explain how you can turn your one-off projects or most of your projects into revenue share, profit share, and equity.  

Don’t miss this episode to learn more about this revenue-generation method and its dangers!  

Key Question:   

• [01:40] What is a great way for you to build alignment and accomplish wider goals with your client and agency? 

What You’ll Discover: 

• [01:18] How an agency can exchange services for a different form of payment with one-off projects.  
• [04:40] How an agency can turn most of their projects into equity and revenue share deals and the criteria to follow.  
• [07:15] Why revenue share, profit share, and equity are phenomenal ongoing ways to build passivity to your revenue and profit.  
• [08:22] The danger of this method for younger agencies if not assured in their ability to produce results.  
• [09:46] Make sure you have tremendous corporate counsel when getting into this method.

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Different stages of growing an agency face different challenges. What sort of challenges are you facing at the stage of growth you’re in right now and how are you handling them? The effort and pressure that you experience at these stages are what allows you to find your way and success.  

In this episode of The Agency Blueprint, I’m joined by Phil Case, President and Chief Client Officer at Max Connect Digital where they are focused on providing real value to clients in the form of business results and revenue growth. He has over 15 years of experience creating curated marketing strategies for top global brands.  

Listen in to learn about smart leadership, talent development, process documentation, and much more!  

Key Questions:   

• [01:37] What sort of things have you experienced at different stages of agency growth and the distinction between each? 
• [07:00] How do you influence those that you recruit to be their best selves and to develop leadership, passion, and vision?  
• [13:13] As you were growing the team, how did you prioritize your time and the investment into team members?  

What You’ll Discover: 

• [01:42] The exhausting stages of a digital agency and the struggle it can be when you’re everything to your business.  
• [06:19] How to develop a leadership team to make a difference in the growth and future of your agency.  
• [09:30] How finding, recruiting, and retaining top talent can make a difference in propelling your agency’s success. 
• [13:39] The importance of documenting processes for easier delegation so you can focus on other growth activities.  
• [20:02] How to be the leader who coaches and supports their team and leans into the unknown.  

Connect with Phil: 

• Website
• LinkedIn

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Did you know you can have more negative long-term impact to your agency by failing to invest appropriately in your team and by failing to ensure you have the right people? The best thing you can do for your team to continue growing your business is ensuring they have all the resources they need to do their job. 

In this episode of The Agency Blueprint, we discuss how to train a high performing team by providing the necessary tools from recruitment, interviewing, onboarding, and career growth. We explain how to set and manage team expectations and invest in their career growth. 

Don’t miss this episode for more on interviewing, recruiting, mentoring, and training of teams!  

Key Questions:   

• [05:10] How are you setting expectations with new hires during the interview? 
• [10:30] How do you get your hire going after the interview and hiring process? 

What You’ll Discover: 

• [02:08] Mistakes agencies make when hiring and how to present your business to get the best hires.  
• [05:10] How to interview candidates based on what the role will demand and success will look like for you.  
• [07:25] Understanding the interviewer and interviewee perspectives and what each requires from the other.  
• [10:30] How to set up your employee for success by planning and training them after the interview and hiring process.  
• [13:23] The importance of having a mentor as a new hire to guide you and help you assimilate to the company culture.  
• [15:27] Make sure that people understand your expectations of them to increase the likelihood of success. 
• [16:14] How to set expectations and paint a successful future for your people. 

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Bad emails that come of as too salesy don’t convert. How do you send emails that are engaging, converting, adds value, and aren’t annoying to the receiver? Having the desire to be helpful and add value in your content not only builds trust, but it also converts.  

In this episode of The Agency Blueprint, I talk about the art of writing winning email copies that engages your audience and increases the conversion rate. I explain the importance of being personable and using a friendly format in your email copy.  

Listen in to how to use you email data to guide your style, impact, and content you’re sending out.  

Key Questions:   

• [01:02] How valuable are you emails and are they helping you build a rapport? 
• [02:38] Is you content one-sided and salesy or is it personable? 
• [07:48] Is your email in a newsletter format or is it friendly and filled with value?  

What You’ll Discover: 

• [01:31] How having the desire to add value and be helpful leads to better conversion.  
• [02:38] How to be personable with an undertone of wanting to help in your email.  
• [07:44] How to format your email like it’s to a friend to make it interesting to engage with.  
• [11:51] The different things you can do to add value to your prospects and increase your conversion rate. 
• [14:37] How to utilize your email data to guide your style, impact, and content you’re sending out.

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How are you handling the delegating process in your agency? What are the things you can operationalize and be set up for success? You don’t have to wear many hats that leave you time depleted, the best way to reduce workload, maximize your time, and increase your productivity is by leveraging an admin to help keep your schedule highly organized.   

In this episode of The Agency Blueprint, I’m joined by Amanda Hamilton, founder of Hamilton Raye, which brings professionals remote administrative support to startup organizations and businesses. She’s had a successful career in production and sourcing where she had the opportunity to learn best practices for staying organized, managing constant changes in priorities, and finding process efficiencies to reduce workload.  

Listen in to learn how to determine what you need to delegate, train admins, engage and communicate with them, and more.  

Key Questions:   

• [01:48] What kind of things can an admin help an agency owner with? 
• [06:50] Can you share the distinction between a V.A. and an E.A. as types of support for businessowners? 
• [08:41] What kind of suggestions do you have for someone when they’re just starting out with an admin? 
• [14:30] What would you say are the characteristics of a great admin? 
• [17:29] What’s your advice to someone that’s underutilizing their admin and what should they be looking at?   

What You’ll Discover: 

• [01:53] Figure out the things you can operationalize and create a standard operating procedure.  
• [03:22] How to train people to take tasks from you and leverage them to their full potential. 
• [07:01] The difference between a virtual assistant and an executive assistant.  
• [08:50] The importance of dedicating time to train and understand your executive assistant.  
• [12:06] How to engage your admin to have them understand your culture and interactions with other people.  
• [14:41] Why your admin needs to possess communication, flexibility, and resourcefulness traits.  
• [17:43] How to determine the things you need to remove from your plate and start delegating.  
• [20:15] How tracking and reviewing your to-do list will help you focus on items to do or delegate.  

Connect with Amanda: 

• Website
• LinkedIn

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Did you know that proposals are not the primary tool for selling services? A proposal is meant to seal the deal, not sell it, real selling happens long before the proposal is ever presented. 

In this episode of the Agency Blueprint podcast, I discuss the science of crafting high-performing proposals and bids. I further break down the critical steps to creating proposals that reinforce trust, articulate value, and ultimately close deals. 

Don’t miss this episode to learn how to avoid overloading proposals with unnecessary details or focusing too much on your agency rather than the client! 

Key Questions: 

• [01:30] How can you ensure your client has "conceptual buy-in" before presenting a proposal?  
• [03:26] How do you help clients overcome their disbelief or imposter syndrome to see the possibility of achieving their goals?  
• [13:07] What steps can you take to ensure your proposal reflects the client’s background, challenges, and goals?  
• [19:20] How can you personalize your proposal to make it visually appealing and easy for the client to understand?  

What You Will Discover: 

• [01:30] The concept of "conceptual buy-in" and how emotional trust in your abilities is the foundation of a successful proposal.  
• [02:40] How to structure pre-proposal conversations to address client pain points, goals, and motivations.  
• [03:26] The psychology of sales conversations and how to help clients see a better future by fighting alongside them against their disbelief.  
• [05:02] How to guide your client to navigate the gap between their current situation and their desired outcome.  
• [06:50] How dumping value into a sales conversation—even with a non-qualified lead—can lead to long-term trust and future business.  
• [09:52] The importance of discussing risk factors, likelihood of success, and cost considerations when presenting high-ticket services.    
• [11:14] How to tap into the emotional core of your clients by addressing their fears, doubts, and desires in your proposal.  
• [12:00] How to preemptively address objections by sharing stories of past clients who overcame similar challenges.  
• [13:07] The importance of restating the client’s background, challenges, and goals to demonstrate that you’ve truly listened.  
• [14:45] How to create a clear, step-by-step plan that reassures clients of your ability to deliver results.  
• [16:18] How to present costs transparently and confidently after addressing all objections and aligning on the value you’ll deliver.  
• [17:37] Avoid common mistakes like overloading your proposal with unnecessary details or making it not about the client.  
• [19:20] The importance of creating a visually appealing and personalized proposal that stands out and resonates with the client.  
• [20:00] Understand the buyer’s decision-making process and how to insert yourself into their research and evaluation phase. 

How consistent and scalable is the sales process in your agency? Does everyone in your sales team understand what they need to do to succeed? To scale your sales, your process needs to be accessible and well-understood by everyone in your sales process to keep things consistent for prospects. 

In this episode of The Agency Blueprint, I talk about the different stages of a scalable sales process. I explain why data/trackable metrics should be the core of most of your decisions and not your feelings.  

Don’t miss the episode to learn more about developing a sales process and making data-driven decisions!  

Key Questions:   

• [01:00] Is your sales process accessible and well-understood by everyone on your sales team? 
• [09:37] What tech tool do you need to implement that will grow with your agency? 
• [10:57] Do you have KPIs or trackable metrics that allow you to make data-driven decisions?  

What You’ll Discover: 

• [01:28] Why agency owners don’t like sales plus the mistakes to avoid before removing yourself from the sales component.  
• [04:26] Develop a clear and repeatable sales process that allows everyone to understand the sales cycle.  
• [05:06] How to build trust with clients to make a sale and have a long-lasting, meaningful relationship.  
• [07:41] Think about activity-based selling – understanding the activities to do to get you to a sale.  
• [09:37] Find technology that scales with you for the foreseeable future.  
• [10:57] Have KPIs that allow you to understand what’s happening, predict, and address any issues.  
• [13:08] What to think about and the steps to take to build out your sales cycle journey.

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

What investments are you making in your agency to continue growing and scaling? It’s important to invest in the right thing in your agency to avoid working hard to stay in the same exact place.  

In this episode of The Agency Blueprint, we talk about the time and financial investments you have to make for the growth of your agency. We discuss the value of investing in active marketing and how it invites criticism which leaves room for growth.  

Listen in to learn how to enhance your business by making your product better for people to want to stay longer and refer others.  

Key Questions:   

• [01:42] What is at the core of why agencies don’t invest in their marketing? 
• [06:23] Have you set things systematically that they can be done without you? 
• [11:40] Are you an excellent salesperson or just subpar in your craft?  
• [19:28] How are you investing in personal development, and is it working for you?  

What You’ll Discover: 

• [01:26] Why agencies don’t invest in marketing plus the value of investing time and effort in marketing and lead gen.  
• [04:53] How marketing invites client criticism, which will push you to a growth point.  
• [06:23] How systems and processes teach others to put out fires on your behalf.  
• [10:20] How to protect your mental well-being and creativity by delegating most tasks.  
• [11:40] The difference between an excellent salesperson and a subpar salesperson.  
• [16:29] The importance of spending time developing your team and ensuring they’re the best they can be. 
• [17:42] The importance of investing in yourself during hard and easy times for growth. 

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How streamlined are resource and capacity planning in your agency? To streamline operations and scale your agency, you must be willing to do the hard things others aren’t doing. Knowing your numbers and your team’s involvement is crucial to understand your time utilization and operational cost. 

In this episode of The Agency Blueprint, I’m joined by Alyson Caffrey, the founder of Operations Agency and co-creator of the Operations Simplified Framework. She helps streamline the back-end ops for a multitude of brands, but mostly digital and creative agencies. She explains the importance of time tracking, diligently updating your project management tools, and leading by example to scale your agency.   

Take advantage of this episode to learn more about time tracking, utilization, and standardizing core services!  

Key Questions:   

• [01:50] What are the biggest mistakes you see agencies make when it comes to resourcing and planning? 
• [08:08] What’s your recommendation for someone without any reporting or tracking for their resourcing or planning and looking to start? 
• [16:05] What are your thoughts on how to start resource planning and technology to leverage?  

What You’ll Discover: 

• [02:06] Standardize your core services to capacity plan well and avoid being all over the place.  
• [04:18] How to avoid perfectionism and hiring a specialty “unicorn” person who does everything. 
• [08:20] How to track your time and your team’s time to understand your basic capacity.  
• [16:17] How to streamline your agency’s day-to-day by setting up time tracking and a comfortable project management tool.  
• [24:04] The importance of doing the hard things others aren’t doing to scale your business gradually.  

Connect with Alyson: 

• Website
• LinkedIn

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How do you utilize LinkedIn as a lead-generation channel? Is your LinkedIn profile speaking to your ideal client’s pain points and solution? LinkedIn is a fantastic place for agency owners to engage with ideal clients and generate leads.  

In this episode of The Agency Blueprint, we share the different ways to optimize your LinkedIn profile as a landing page to attract interest from prospective clients. We discuss how to properly represent yourself in the About section, provide value, and establish authority for people to want to work with you. 

Listen in to learn how to repurpose your already existing content and leverage it for your LinkedIn to engage prospects.  

Key Questions:   

• [00:42] Is your LinkedIn profile optimized as a lead generation method for your agency? 
• [03:22] Does your LinkedIn profile share anything about you, how you can help your ideal client and your authority and relevance in what you’re talking about? 
• [04:23] Does your profile allow people to really want to engage with you?  

What You’ll Discover: 

• [01:30] How to optimize your LinkedIn name and title to attract interest from prospects. 
• [03:40] Leveraging the top components of your LinkedIn profile to speak to your ideal client's pain point and solution.  
• [04:58] The importance of having an up-to-date profile photo that represents what you look like today. 
• [06:35] How to properly represent yourself in the About section and draw people in with your value.  
• [10:13] How to leverage the featured section by providing value and a regulated call to action. 
• [12:02] Have content – repurpose your content from other platforms to engage prospects.  
• [13:56] Why your job history shouldn’t look like a resume but where you are as an agency. 

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How do you differentiate your agency from everyone else in the market? Differentiating yourself is owning who you are and attracting your ideal clients. 

In this episode of The Agency Blueprint, I talk about how to take a bold step and stop sounding like every other agency in the market. I explain why aligning your why with your ideal client will help you build more meaningful and deeper relationships with your clients and have a greater impact.  

Listen in to learn why there’s nothing better than creating a business that is genuinely you.  

Key Questions:  

• [3:28] Are you ready to own who you are and attract the people you should be working with? 
• [4:09] When was one of your happiest moments, and why was that the case?   

What You’ll Discover: 

• [1:16] Stop neglecting yourself and spend some time in your agency. 
• [1:50] Why focusing on your competition is making it difficult to distinguish yourself.  
• [3:28] How to own who you are and start working with a client base you truly enjoy.  
• [4:41] How to tell your story and understand how it connects to your ideal client.  
• [8:49] Embrace the person you are and your story because that’s how you’ll attract your ideal client.

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Would your team describe you as a servant leader? A servant leader strives to meet the needs of their team, hit their true value, and build meaningful relationships. 

In this episode of The Agency Blueprint, we discuss the meaning of servant leaders and the impact they have on their teams and businesses. We explain the ways you can listen and learn from your team by allowing them to share their feedback freely. 

Listen in to learn how to embrace and celebrate failure and allow your team the space to do the same.  

Key Questions:   

• [4:02] What is the process of setting up a framework for servant leadership? 
• [17:00] How are you exploring new opportunities and embracing failure to grow your agency?  
• [20:08] How are you adding value to yourself and your business by connecting and relating with like-minded people?  

What You’ll Discover: 

• [1:00] The three levels of leadership – title, transactional, and servant leaders.  
• [2:30] How servant leadership impacts your bottom line and the people you work with. 
• [4:12] How to encourage your team to share their perspective so you can learn from them.  
• [6:53] How listening to your team and asking for feedback will help you improve your business.  
• [10:00] Focus on creating greater alignment that allows your team to be happy.  
• [13:05] The importance of getting to know your employees to connect better.  
• [15:18] The concept of celebrating failure and how it can lead to awesome growth. 
• [18:37] Surround yourself with like-minded people with similar experiences.

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How clear is your long-term vision, and is your business model in alignment with it? Having a clear vision of where you’re going and why it’s important helps you create a strategic plan and shift your mindset.  

In this episode of The Agency Blueprint, I’m joined by Crista Grasso, a strategic planning expert for leading global businesses and online entrepreneurs when they want to scale. She has the ability to quickly cut through the noise and focus on optimizing the core things that will make the biggest impact to simplify and scale a business. She explains her Lean Out Method – context, clarity, commitment, and kaizen and how it applies to business.   

Don't miss this episode to learn more about the simple and sustainable Lean Out Method! 

Key Questions:   

• [2:22] What would you say someone should think about when it comes to finding and reclaiming their time? 
• [6:10] What is your experience with time blocking, and what is your belief system around it?  
• [17:24] Would you mind sharing the concept of the combination between lean and scaling?  

What You’ll Discover: 

• [2:30] Get clear on your vision and ensure that your work is aligned to reclaim your time.   
• [6:19] The impact of time/focus blocking on productivity and results in teams. 
• [8:38] How to consistently work harder and make little improvements to have your desired outcome. 
• [12:36] The four overarching pillars of the Lean Out Method are context, clarity, commitment, and kaizen.   
• [17:35] How combining lean with scaling will get you a customer-centric and high-profit business.

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How can you improve upon what you already have in your business instead of constantly putting something new? Reducing noise and complexity in your agency is about optimizing what already exists and having streamlined systems in place.  

In this episode of The Agency Blueprint, I’m joined by Crista Grasso, a strategic planning expert for leading global businesses and online entrepreneurs when they want to scale. She has the ability to quickly cut through the noise and focus on optimizing the core things that will make the biggest impact to simplify and scale a business. We discuss agency complexities, symptoms that your agency is complex, and how to shift your mindset and streamline your business.  

Listen in to learn the importance of creating a system around what you do to be successful.  

Key Questions:   

• [1:40] What are your overall thoughts on agencies adding more complexities in order to grow?  
• [4:26] What are some ways you can highlight as symptoms of a too-complex agency?  
• [16:49] What other stories do you find with clients when you’re working with them on operational problems and things? 

What You’ll Discover: 

• [2:04] Avoid adding more complexities to your business and optimize what already exists instead.  
• [4:43] The top symptoms that indicate your agency’s operations are too complex.  
• [6:49] Have a core framework that you’re known for to give you scalability and carve out your niche. 
• [11:43] Shift your mindset and become the CEO of your business to create a repeatable system.  
• [17:02] How to create systems so that everything doesn’t have to be dependent on you.  
• [20:17] Crista’s guide that helps you assess and minimize waste in your business.

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Do you want to feel less stressed out and not have to sacrifice your personal life to grow your agency? You should set a boundary to prioritize what’s important to you because compounding success comes when you focus more and do less. 

In this episode of The Agency Blueprint, we discuss how to strategically create a plan to help you take more time off from your agency. We also discuss how to plan your day/week by design, so you get to prioritize tasks that help you accomplish your goals.  

Listen in to learn how recognizing your little wins gives you the energy to do better for yourself and your agency.   

Key Questions:   

• [5:25] How do you create a framework and a structure that allows the day to no longer just happen to you but be by design? 
• [10:20] How can you create a plan to prioritize the important things for you?  
• [17:42] What high-leveraged tasks will help you accomplish your goals? 

What You’ll Discover: 

• [1:36] How the feeling of needing to be needed can negatively impact you as an entrepreneur. 
• [5:36] How to plan your day by design and have a structure in place to enjoy the fruits of your labor.  
• [7:01] How to create a boundary for yourself that doesn’t allow for you to consume your personal time.  
• [10:20] The steps to help you prioritize your priorities and acknowledge your wins.  
• [13:20] Invest in your future self, make a habit of delegating, and allow your team to make mistakes.  
• [15:14] Know what’s important to you and set your boundaries to succeed.  
• [17:42] Why you have to choose what you can fit into your time and utilize time blocking.

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How do you make the onboarding process great in a way that maintains an ongoing good client relationship? An organized onboarding process is guaranteed to build a trusting relationship between you and your client.  

In this episode of The Agency Blueprint, I’m joined by Taylor McMaster, founder of DOT & Company. She and her team help digital marketing agencies with full-service client account management so they can get out of the day-to-day and grow their agency. We discuss the dos and don’ts of the onboarding process and the power of proactive communication with your client.  

Listen in to learn more about non-salesy communication and the successful onboarding of clients.  

Key Questions:   

• [1:39] What would you say that an agency can go about wowing their customer during their onboarding time? 
• [6:03] What are the things to avoid and things to do during the onboarding process?  
• [11:22] What is the best non-salesy way to ask for a testimonial from a customer after a successful onboarding?  
• [17:15] How often should and would you recommend that agencies communicate with clients? 
• [21:34] What are your thoughts on the client gifting strategy?  

What You’ll Discover: 

• [1:46] How to start the onboarding process from the sales perspective.  
• [4:43] How to show prospective clients that you’re listening and care.   
• [6:08] The importance of proactive communication and transparency during onboarding. 
• [11:39] The best strategy to get testimonials from your customers without coming off as salesy.  
• [17:24] The daily pause – the practice of proactively and effectively communicating with a client.  
• [21:44] How to have the gifting process in place and get creative with how you gift your clients.

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Do you practice true transparency or are you one of those leaders who claim to promote openness while operating behind a veil of secrecy? Opaque leadership is damaging and often leads to mistrust, instability, and high employee turnover. 

In this episode of The Agency Blueprint, we discuss why authentic transparency in leadership is vital for building a cohesive, high-performing agency culture. Unlike opaque leadership, transparency builds trust, fosters alignment, and empowers teams to contribute to growth in meaningful ways. 

Don’t miss this episode to learn more about practical strategies for implementing transparency to create a more engaged and empowered workforce! 

Key Questions: 

• [01:47] What are some of the biggest negative impacts you’ve seen from opaque leadership in agencies? 
• [07:49] How can transparent leadership inspire individual team members to set and achieve their own personal and professional goals? 
• [13:14] Are you consistent in your efforts to promote transparency, or are old habits creeping back in? 

What You’ll Discover: 

• [02:04] How opaque leadership breeds insecurity, causing top talent to leave for more stable opportunities. 
• [03:41] How a lack of transparency creates a “leadership vs. team” dynamic and hinders collaboration, innovation, and problem-solving. 
• [07:49] How transparency opens up conversations about personal milestones, helping leaders and teams align personal and professional goals. 
• [10:07] How transparency builds trust, opens communication at all levels, and shows that leadership values every team member. 
• [10:50] How interdepartmental collaboration and unified information sharing are vital for sustainable growth. 
• [13:14] Why consistency in transparency is crucial and how inconsistency can erode trust within your team. 
• [14:08] Advice on practicing transparency: sharing long-term vision, strategy, and financial insights without overwhelming your team. 
• [14:55] How having open feedback with your team empowers them to take ownership of solutions and builds stronger commitment. 
• [16:50] How transparency builds alignment, trust, and collaboration that drive your agency forward and create a culture of ownership.

What does it take to generate leads effortlessly at zero cost and still scale your agency? Referrals are not scalable, but getting in places where your audience already exists is and at no cost.  

In this episode of The Agency Blueprint, I talk about leveraging the centers of influence who regularly come across your ideal client. I describe how this method allows you to build a network with these people and generate leads. 

Listen in to learn more about recognizing these opportunities and building long-term relationships.  

Key Questions:  

• [1:23] How are you leveraging centers of influence to generate leads with little effort that allows for exponential growth?  
• [3:32] Who is getting in front of your audience daily so you can reach out and build a relationship with them? 

What You’ll Discover: 

• [3:32] Build a network with centers of influence who regularly come across your ideal client.  
• [4:00] How to build a list and reach out to these people who get in front of your audience daily.  
• [5:15] Look at the media where your audience is hanging out, reach out, and build relations with them.  
• [7:35] How to craft the email to reach out without pitching yourself.  
• [9:11] Take time to know this person and see if there’s potential to help them and generate business.

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How do you start attracting the right type of client to your creative agency? Having the right clients can make all the difference in your agency’s success, but it’s also not an easy task. 

In this episode of The Agency Blueprint, we discuss the different ways to help you stop chasing and start attracting your dream clients. We explain why authenticity, communication style, and building authority are some of the ways to become attractive to like-minded prospects. 

If you want to learn more about this subject, then tune in to this episode!  

Key Questions:   

• [2:46] Are you living authentically, and is your agency projecting its values for you to attract a similar client?  
• [7:10] How are you consistently communicating with your clients and directly speaking to their pain points?    
• [11:52] How do you go about making it easier for your prospect to choose you?  

What You’ll Discover: 

• [1:13] The importance of having the right energy with your client to support your growth. 
• [2:46] Why you have to be authentic and live the values of your dream client.  
• [4:47] Learn to use your clients’ language and speak to them in words they understand.  
• [7:10] Be consistent in your communication and build a frequency with content production.  
• [11:52] How to build authority and create trust for your prospect to choose you.  
• [12:47] How to consistently add value to your prospects as a way to build a relationship.  
• [15:54] Make sure you put the client first and recognize there’s more to it than your deliverable.  
• [18:06] Develop a belief system that your client needs you just as much as you need them.

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How are you implementing software to improve operations and grow your agency? The sooner you start using the right software systems in your business, the quicker it will be to take care of your pain points. 

In this episode of The Agency Blueprint, I’m joined by Jamie Hawk, CEO, and Co-founder of Altitude Operation, Fractional COO, and operations expert. We talk about the impact of implementing software systems in your business, the types of software for agency owners, and how to evaluate their impact. 

Listen in to learn more about selecting the right software to benefit your agency’s individual needs.  

Key Questions:   

• [1:47] How do you evaluate the type of impact software will have on your business? 
• [8:50] What types of evaluation would you be thinking about when selecting a project management software system? 
• [17:45] How do you get your people to want to implement the software systems and change their habits? 

What You’ll Discover: 

• [2:04] The importance of starting with the right software sooner and giving it a thought. 
• [4:36] How to plan for the future with software by looking at it as a stack and researching.  
• [6:48] Tips on selecting software that works for your agency’s needs.  
• [9:01] How to approach selecting a project management software system.  
• [12:16] Why ClickUp is the best agency-oriented project management system.  
• [13:57] Jamie shares how she recently transformed a company from paper to automation. 
• [18:21] How to work with your team and get them to change and implement software systems.  
• [20:14] When to start looking at software and the software to prioritize as a new agency owner.

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How To Create a Monthly Engagement with Your Clients That Allows for Creative Flexibility 

Wouldn’t it be great to develop an ongoing relationship that allows for creative flexibility with your clients? There are a couple of ways to set up monthly engagements that work around flexibility and allow your client to feel in control.  

In this episode of The Agency Blueprint, I discuss two pricing models that create a retainer or monthly engagement with your clients and allow for creative flexibility. I explain the benefits of setting up an ongoing monthly relationship depending on where you are in your agency path, especially as you scale. 

Tune in to learn more about the credit and future planned-out pricing models.  

Key Questions:  

• [2:47] How can you set up monthly engagements that work around flexibility with your clients? 
• [9:35] What is best for the relationship between you and a client that helps them accomplish their goal? 
• [14:18] Are you in a place where you feel you’re working hard to stay in the same place and want to get off? 

What You’ll Discover: 

• [2:55] The credit model – you have some credits for a client based on their spending. 
• [4:13] Think about how long you want the credits to run for and have it predefined. 
• [4:49] The future planned out model – you have a predefined monthly amount a client is committing to.  
• [6:02] How the future planned out model offers the beneficial consultative nature relationship with your clients. 
• [8:33] Stop focusing on how to sell to your client and focus on how to provide value.  
• [11:45] Be selective with who you work with to form a beneficial relationship with them. 
• [13:42] The benefits of an ongoing monthly relationship with your clients as you scale. 

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

What is the best pricing structure for your agency? Are you just at the start of your journey, or do you have a better understanding of your client and the deliverables? Each of the pricing models can be beneficial to your agency at different stages of your journey.  

In this episode of The Agency Blueprint, I discuss the two most used pricing models: hourly and fixed pricing. I explain the pros and cons of each and at which stage of your agency you should consider each.  

Listen in to learn which one between the hourly rate model and fixed pricing model suits your agency! 

Key Questions:   

• What do you have to consider to ensure you’re super clear on how the hourly rate looks like for you and your team? (4:18) 
• What is the benefit for your team, agency, and you to build expertise and knowledge and do the work better? (9:21)  
• Are you further along in your journey as an agency to start using the fixed pricing model? (11:49) 

What You’ll Discover: 

• The hourly model – billing the client for every hour of work you’re producing (1:14) 
• The rate sheet – considering and billing based on the cost for every level of seniority (2:07) 
• The blended rate – a simple way where you understand everything and what you can go for (2:34) 
• The anxiety that comes with both the rate sheet and blended rate for clients (3:00) 
• Things to consider to ensure you’re super clear on how the hourly rate looks like for you (4:18) 
• The pros of the hourly rate in theory and practicality (5:20) 
• The cons of the hourly rate model – difficult to scale and creates anxiety for clients (7:00) 
• The fixed pricing model – used by agencies further along in their journey (11:40) 
• Why you have to set client expectations very well with the fixed pricing model [12:56] 
• The pros of the fixed pricing model – faster turnaround time and offers client value (14:46) 
• The cons of the fixed pricing model – you can lose money as an agency (15:55)

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Are you providing purpose and energy? Are you living in your true core expertise? Do you have authority within the space of who your ideal client is while still having profit and revenue assured? 

In this episode of The Agency Blueprint, we discuss the framework for building an agency that allows you to live in your core expertise and have true authority. We also explain how to approach selecting a niche, the power of owning your true authenticity, and differentiating your agency with your uniqueness. 

Tune in to learn more about selecting a niche and attracting and connecting with your ideal client! 

Key Questions:  

• What are the steps needed when selecting a niche and a specialization? (5:13) 
• How do you assess if an industry can afford you, if it’s growing, and if there are enough of them? (7:41) 
• What’s the authentic reason you’re here, and what’s your unique offer to the world? (9:47) 
• How can you have a meaningful impact on a person’s life whether or not they decide to work or engage with you? (18:08) 
• How are you carving out a pathway for you and your team to be successful? (22:40) 

What You’ll Discover: 

• How to select your niche which allows you to have a true differentiator and provide meaningful impact (1:22) 
• The right steps to follow when selecting a niche without too many variables (5:21) 
• The process of brainstorming industries you’ve worked with and then eliminating and filtering (6:08) 
• The three variables that you’re going to filter out your niche to end up with 3-5 industries (6:47) 
• Think about the data behind an industry – can it afford you, is it growing, and is there enough of them (7:35) 
• How to differentiate yourself by highlighting your unique expertise and experience (9:40) 
• How owning your true authentic self attracts and connects you to your ideal client [11:24] 
• How to nail your positioning by putting yourself in the position of your ideal client (16:33) 
• The importance of organizing your operations by creating a repeatable process that works for you (21:22) 
• How to get into a reoccurring revenue model that prioritizes scalability and chooses the right pricing model (23:13)

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Wouldn’t it be great if you could be able to grow your agency while still onboarding new clients effortlessly? This needs a systematic approach and a true leadership mindset focusing on scalability.  

In this episode of The Agency Blueprint, I explain the different things you can do to scale your agency. I talk about how to enhance collaboration, define roles, improve relationships with your clients, and much more.  

Join us to learn more about your role as the agency owner during the scaleup journey.  

Key Questions:   

• How do you provide greater value to the client to allow for you to build a relationship and grow together? [12:39] 
• Are your intentions and expectations of the client and team clear on how to work together? [13:36] 
• How are you working to build a culture of celebrating small wins to keep your team motivated? [16:47] 

What You’ll Discover: 

• How to create productized services that effectively work with clients (3:08) 
• Have a detailed system with a defined role for each of your team members (6:22) 
• How to create a regular rhythm where everyone can collaborate [9:00] 
• The importance of having project reports to help understand the state of projects (11:01) 
• Have a rhythm around client meetings to develop a relationship (12:00) 
• How to make your intentions and expectations clear to avoid time wasting (13:36) 
• Celebrate small wins and do it more often to improve your momentum (15:43) 
• The five key things to focus on at any given time to accomplish long-term goals (17:20) 

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

If you want to build an agency that operates without you and allows you to live your desired lifestyle, you need to move from agency owner to CEO.  

In this episode of The Agency Blueprint, we discuss how data and becoming a visionary are the two things you need to transition into a CEO. We also explain why time, impact, and freedom are the three cornerstones of a business.  

Listen in to learn why you need to stop what you’re doing and start working towards where you want to be.  

Key Questions:   

• Do you want your business to serve your life as opposed to it becoming your life? (1:16) 
• Is the data you’re getting enabling you to monitor, measure, and consistently improve your business? (2:48) 
• Are you empowering your team with the right information to help them help you run your agency? [15:06] 

What You’ll Discover: 

• How to formulate the vision of your agency by creating a unified business purpose (2:54) 
• Learn to adapt to a different role as your business continue to evolve (8:09) 
• Get more acquainted with data points and KPIs as you get removed from the business [9:47] 
• How to stop and start transitioning yourself to the visionary you want to be [17:09]

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Do you have an onboarding system to help you avoid making costly mistakes? Having a system within your agency is a pivotal piece in your relationship with the client and how they continue working with you.  

In this episode of The Agency Blueprint, I expound on the six-step client onboarding process that makes things uncomplicated. They include what you do as the owner and how you involve the team and the client.  

Join us to learn more about these six items that are imperative for your agency. 

Key Questions:   

• What project management tools have you set up your new client’s project in and is it accessible to all team members? (11:05) 
• What is your next step when going into a project to make it successful and satisfy the client? (15:40) 
• What are the things you need to remove from your plate instead of focusing on processes as a small agency? [16:24] 

What You’ll Discover: 

• Ensure all the legal compliance items are done before starting the onboarding process (1:22) 
• Have your internal kick-off call and assign your team to the deliverables (2:36) 
• How to provide your team with the tools they need to be successful (4:37) 
• Introduce the onboarding questionnaire to engage the client (6:00) 
• Have the project detailed in your project management tool (10:05) 
• How to conduct the kick-off call to remind the client of project execution (12:19) 
• Have a review with your team to ensure everything is clearly documented (14:10) 

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Simplifying your business operations will make your life easier. If you want to be successful in your agency, you have to learn to embrace and enjoy change, and change starts with simplicity.  

In this episode of The Agency Blueprint, we talk about the importance of simplifying the operations of your agency. We also explain how to remove the clutter you didn’t create in your organization and focus on building operational efficiency.  

Tune in to learn about the power of community, delegation, focus, and more.  

Key Questions:   

• Did you choose the communication channels that you use, and are you ready to start making that choice? (4:02) 
• How do you delegate in a way that better serves you and the other person? (12:28) 
• Are you reinforcing your why to drive more energy and momentum to your business? (21:38) 

What You’ll Discover: 

• How to create a bandwidth where you focus on increasing operational efficiency (4:02) 
• Find your community to learn from so you don’t have to do it painfully alone (7:56) 
• How to create more focus by reassessing your goals and prioritizing (9:39) 
• The importance of understanding your destination to have a simplified process (15:08) 
• How to reduce your work time and still do meaningful work (17:22) 
• Recognize that it’s okay to have boundaries and reinforce your why (20:50)

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Is your business suffering from the Underpants Gnome Syndrome or do you have a step-by-step strategy for business growth and scaling?  

In this episode of The Agency Blueprint, I’m joined by TJ Slattery to discuss the common flaw of small business owners who have grand ideas without a clear roadmap to profitability. We further discuss the importance of understanding and clarifying one's goals and motivations as an entrepreneur. TJ is the owner and founder of Crow's Nest Consulting, a lifetime entrepreneur, and a strategic advisor. TJ harnesses his decades of experience to create clarity and stability for business owners immersed in the day-to-day and on the entrepreneurial island.  

Listen in to learn the necessity of identifying the "why" behind business goals in order to maintain focus and make informed decisions about new opportunities. You will also learn the importance tracking KPIs regularly and breaking down actions into smaller tasks to better understand what leads to success. 

Key Questions: 

• [01:02] What is "Underpants Gnome Syndrome," and how does it relate to flawed business thinking? 
• [03:41] How can entrepreneurs start identifying the missing pieces of their business to avoid missing out on step two of their growth? 
• [06:24] What should entrepreneurs do when overwhelmed by too many options and unclear steps to take? 
• [19:01] What practices would you suggest for someone who they are an entrepreneurial mind and everything is an opportunity? 

What You’ll Discover:  

• [01:18] The "Underpants Gnome Syndrome" - how business owners often focus on big ideas without a clear plan to make those ideas profitable. 
• [04:11] How entrepreneurs can reflect and identify changes needed to scale their business and achieve revenue goals. 
• [06:41] How to avoid "paralysis from analysis" by focusing on clear goals and creating a structured, actionable plan for growth. 
• [11:18] How to define your business goals and the underlying motivations to stay focused and avoid distracting ventures. 
• [13:42] How to stay focused and avoid distractions by using self-imposed constraints for discipline. 
• [16:46] The importance of understanding key business details and tracking the actions that directly contribute to success. 
• [19:36] The importance of using KPIs and regular business performance tracking to stay on track. 
• [22:11] The importance of defining the "why," measuring progress, and staying consistent as essential steps for business success. 

Get In Touch with TJ: 

• Website
• Email
• LinkedIn

Does the niche you’re in feel right and true to what you’re passionate about? Selecting a niche is about differentiating yourself from the competition, so you can attract the right clients and grow your agency intentionally.  

In this episode of The Agency Blueprint, I explain the process of identifying your niche by evaluating what you’re passionate about. I also explain the questions you need to ask yourself to identify whether you’ve chosen the right niche that will allow you to make an impact.  

Listen in to learn how to differentiate your agency and start competing on meaning and impact.  

Key Questions:   

• What do you enjoy doing, and can you monetize it? (3:45) 
• Is your industry growing with the global average, and are there enough people to help it grow? (6:18) 
• What is your motivation in helping clients, and how is it that you’re going to make them accomplish their goals? (14:23) 

What You’ll Discover: 

• Understanding niche-specific industries plus the benefit of selecting a niche for your business [1:54] 
• Why you should focus on what you’re passionate about and monetize it (3:45) 
• The step-by-step process of evaluating and establishing the best niche for you [4:45] 
• Questions to help you identify whether your chosen niche is the right one (15:22)

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Expectations are the foundation of the relationship between you and your client, so make sure you set the appropriate expectations from the start. Do not oversell or overpromise so you can have a long-standing relationship.  

In this episode of The Agency Blueprint, I talk about client expectations and how to set them clear from the start to establish a long-lasting relationship. I also explain the importance of ensuring you and your client are the right fit for each other for the success of the project.  

Listen in to learn about setting measurable goals and more in this episode.  

Key Questions:   

• How do you ensure your client’s expectation exceed and the client is happy? (1:05) 
• How qualified is a prospective client to be your right fit? (6:09) 
• What do you need to know and understand about the project and your role in executing it? (9:18) 
• Do you have the expertise to accomplish the end goal, and what it’s going to take? (9:53) 

What You’ll Discover: 

• How to set your client’s expectations right from the beginning for success (0:48) 
• Make sure you’re auditioning the client to pick the right one for them (6:09) 
• The importance of spending time to understand the project [7:55] 
• How to ensure you can accomplish your client’s end goal (9:53) 
• Have defined inclusions and exclusions to ensure the project is a success [13:06] 
• Don’t be afraid to set measurable goals for both your and your client’s benefit [14:40] 
• Set some space in your timeline to enable you to complete the project [17:41]

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Have you truly empowered your creative team to sell more and help clients to engage with them? You can train your creative team to have sales conversations with existing clients and leverage those relationships.  

In this episode of The Agency Blueprint, we explain why your creative team is best suited to have sales conversations with your existing clients and highlight opportunities. We also talk about how to train your team with the right tools to help them recognize sales opportunities.  

If you want to learn more about this subject, then tune in to this episode!  

Key Questions:   

• Is your team equipped to recognize a potential opportunity and suggest a potential solution? (11:41) 
• In what ways are you and your team practicing to become better in sales? (15:34) 
• How are you prepping your team to have sales conversations with your existing clients? [17:42) 

What You’ll Discover: 

• How the creative team can use their built-in rapport to make a sale (1:34) 
• Let your creative team know that it’s also their job to consult and advise clients (6:07) 
• The two sales tools that your team can utilize with existing clients (7:54) 
• How to train your team to recognize a sales opportunity and suggest a potential solution (11:26) 
• How role-playing scenarios can make your team comfortable with sales [13:59] 

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How about prioritizing your business in the same way you would a client from now on? To grow and scale your agency, you need to invest in it and become its most dedicated and largest client.  

In this episode of The Agency Blueprint, I explain how to invest in yourself and build a scalable agency. I also explain how to reprioritize time and financially account for the investments you’re making to be your own client.  

Tune in to learn how being your own client will allow you to distinguish yourself in the marketplace.   

Key Questions:   

• How much of your revenue are you spending to grow your business and invest in yourself? (2:44) 
• How much of your personal time can you dedicate to growing your business? (5:48) 
• How do you distinguish your agency from competitors in the eyes of your prospects? (10:35) 

What You’ll Discover: 

• Why you need to become your own client to successfully grow your agency (1:10) 
• How not be afraid of failure and instead recognize the lessons in it (2:58) 
• Start reprioritizing your personal time into growing your business [5:33] 
• How to financially account for the investment of being your own client (7:29) 
• How to allow yourself to experience your brand from a client’s perspective [9:32] 
• Resources to help you invest in your agency and scale to your desires (13:16)

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

To set your clients up for success and establish a long-lasting relationship, it’s imperative to understand their emotions during kickoff.  

In this episode of The Agency Blueprint, I talk about things you need to do to build a successful relationship with a new client. I explain how to build clarity on a lot of things including; communication and client information to avoid misalignment.  

Tune in to learn where client-agency relationships go wrong and how to avoid it.  

Key Questions:   

• Are you aware of your client’s emotions during the kick-off to help you build a phenomenon relationship? (0:40) 
• What’s your process of transferring your clients’ information to all your team members? (13:48) 
• How do you inform your clients about the roles, responsibilities, and communication standards? (15:58) 

What You’ll Discover: 

• How to set up an introduction framework between your client and your team [2:13] 
• Have smart goals to help you measure the success of a client’s project (4:00) 
• The step-by-step process of how to execute the plan (5:10) 
• How to set up a clear understanding for the client on how to work with you [8:45] 
• How to clearly lay out the framework of the project’s timeline to avoid misalignment [11:04] 
• How to manage and transmit clients’ information to every member of your team (13:48) 
• How to outline roles, responsibilities, and communication standards to your client (15:58)

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

What does it mean to do things the go-giver way? Is it something you’re ready to incorporate as the leader of your agency? Being a go-giver means moving your focus off yourself and making it about solving others’ challenges and helping bring them closer to happiness.   

In this episode of The Agency Blueprint, I’m joined by Bob Burg, the co-author of the international best-seller The Go-Giver and a sought-after speaker at sales and leadership conferences. We talk about how creating value for others through communication can build influence for you. 

Listen in to learn more about how to build a go-giver mentality to scale your agency.   

Key Questions:   

• Are you focused on where your customers are coming from and providing them with value? (2:54) 
• How are you communicating, appreciating, and showing up for your customers in a non-monetary effort?  (5:38) 
• How do you genuinely create influence with a go-giver mentality? [14:57] 

What You’ll Discover: 

• The Go-Giver – shifting your focus from getting to constantly providing value to others (1:44) 
• The five elements of value and how to communicate them to your customer (3:23) 
• How to provide value by communicating to your customer how you want them to feel (5:38) 
• How to build influence by focusing on the other person instead of yourself (15:10) 
• The misconceptions of a go-giver plus the honorable way to reject an offer (18:54) 

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How do you follow up with your prospects and turn them into buying customers? Did you know that 80 percent of sales come from the fifth to the twelve contact? This means that you need to nurture your prospects, until they feel safe.  

In this episode of The Agency Blueprint, I’m joined by a Creative Agency Success team member Darren Ward who also works exclusively with agencies. We talk about the simple and scalable follow-up system that you should put in place in your agency.  

Tune in to learn how to approach a prospective client in every stage of their buyer journey.  

Key Questions:   

• How are you creating meaningful interactions with your prospects allowing them to know you better? (6:37) 
• Do you have the relevant information to help you support your prospects in their buyer’s journey? (9:04) 
• What are you doing to get to know your prospects more and add value to them? (19:38) 

What You’ll Discover: 

• The importance of building confidence with a prospective client through consistent follow-up (2:28)  
• How to add value to your prospect instead of being salesy, plus know when to step back [4:23] 
• The different ways you can warm up to your prospects by providing value (7:56) 
• How to recognize your prospects’ stage in their buyer’s journey (9:04) 
• How to turn a cold lead into a warm lead and then into a trusting lead (12:24) 
• The importance of recognizing dead leads to avoid any damage [14:57] 
• The importance of calling a prospect to get to understand them better (17:09) 

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Are you looking to make things easier as you grow and scale within your agency? There’s a framework with some foundational key ingredients necessary for growing and scaling your creative agency. 

In this episode of The Agency Blueprint, I explain the five key items that if implemented in your business, will lead to success. I explain in detail how you can improve yourself, your agency, and have a better understanding of your ideal client. 

If you’re keen on making work easier, outsourcing, and helping your clients achieve their goals, then this is the right podcast!  

Key Questions:   

• In what ways are you improving yourself to produce the best results for your client? (1:10) 
• What is the mindset you have around the management of your business? (5:03) 
• What tasks can you automate in your business to make work more efficient? (7:02) 
• How can you supplement yourself or strategically outsource so you have the resources to help you scale? [9:13] 

What You’ll Discover: 

• The importance of continually growing and having refined expertise around what you do (0:43) 
• Have a community of people who’ve been there before or are going through the same problem (3:32) 
• How to invest in technology for proper management tools and automation (6:10) 
• Have defined Standard Operating Processes (SOP) around how you work (7:51) 
• Understand your ideal client so you can provide a lifetime value (10:00) 

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How would you like to get referrals for your agency without being overly promotional about it? 

In this episode of The Agency Blueprint, I’m joined by Stacey Brown Randall, award-winning author of Generating Business Referrals Without Asking. We talk about how you can generate referrals naturally without manipulation or compensation. 

If you want to know the secret to boosting your referral system, tune in to the podcast. 

Key Questions:  

• What is your center of influence and how can they help increase the agency’s referrals? (4:30) 
• What is the initial reason why someone would want to make a referral? (7:40) 
• How you can stay on top of mind so people will refer your agency? (14:26) 

What You’ll Discover: 

• The reality about getting referrals for your agency (1:53) 
• The 4 types of referral sources (4:03) 
• The psychology behind why people will refer you (12:18)

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Does it feel like your team isn’t performing as well as you want them to? Then, maybe it’s time for you to look at your leadership style. 

In this episode of The Agency Blueprint, I’m joined by Darren, one of our agency mentors. We talk about what it means to be a leader in a creative agency. And we discuss how leadership styles have changed over time, as well as how you can improve to be the driving force in your agency. 

If you want to learn how to be the leader who builds and fosters a relationship with your team, tune in to the podcast. 

Key Questions:  

• What is the difference between the leader of a country and an agency leader? (2:08) 
• How much has the workplace evolution changed the way agency owners should lead? (4:47) 
• What are the qualities of a good and bad leader? (15:28) 

What You’ll Discover: 

• The important role of an agency owner as the driving force of the agency (1:03) 
• The benefit of creating a circle of influence around your team that’s built on mutual respect (9:38) 
• How to interact and communicate with your team to establish mutual respect with each other (19:45)

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How do you track and present measurable outcomes your agency delivers to clients? Results are the backbone of client satisfaction, business growth, and long-term partnerships. 

In this episode of The Agency Blueprint, we discuss how to track and present measurable outcomes to clients. We explain the importance of understanding what to measure, how to encourage clients to share their successes, and the significance of highlighting these results in sales conversations. 

Don’t miss this episode to learn more about the critical importance of collecting and analyzing data in client-agency relationships! 

Key Questions: 

• [00:34] Are you currently measuring the results your agency is delivering? 
• [11:33] When is the best time for agency owners to gather data on the agency’s results—during the project or after its completion? 
• [14:53] How many are too many data points that you can potentially find and use? 
• [17:03] How do you position your agency in terms of ROI when discussing pricing with clients? 

What You’ll Discover: 

• [01:24] The need to measure and show results -- comparing agency performance evaluation to investment assessment with a stockbroker. 
• [03:00] Why results are crucial in branding and the importance of measuring impact, even when it’s hard to quantify. 
• [05:03] Linking agency work with clear client goals to ensure focus and direction in achieving results. 
• [06:15] The multiple factors contributing to success, and the importance of owning your piece of the impact. 
• [07:41] How understanding and communicating results internally can improve retention and increase upsell opportunities. 
• [08:11] The role of sales conversations in demonstrating your agency's ability to achieve results and create trust with clients. 
• [09:08] How to measure agency verticals and services, and the importance of knowing where your services fit. 
• [11:56] The importance of continuously collecting data throughout the engagement, even after the project has launched. 
• [15:20] The critical role of monetary impact for clients makes it essential to measure this outcome for success. 
• [17:40] How to position your agency as a valuable partner in driving business growth by emphasizing the long-term ROI. 
• [21:41] Demonstrating results and building trust are crucial for client retention and positioning for growth in a competitive market.

Is your agency in need of good reputation management? One of the best ways to do that is through targeted publicity. 

In this episode of The Agency Blueprint, I’m joined by Christine Haas, an Emmy award-winning TV anchor and the CEO of Christine Haas Media. She runs a firm dedicated to delivering publicity and branding in a simplified way. And we talk about what publicity means for agencies so you can use it to help boost your authority. 

Tune in to know how you can use publicity as a lead generation strategy. 

Key Questions:  

• What is a realistic expectation that agency clients should have when it comes to PR strategy? (4:06) 
• What is the Google Test and how does it help your agency’s credibility? (12:52) 
• What should you look for when looking for a PR firm? (16:34) 

What You’ll Discover: 

• The reality about targeted publicity and how to make sure your clients are clear on targeted goals (1:13) 
• How agencies can leverage current events as a PR strategy (8:21) 
• How to use PR to help balance bad reviews and bolster authority (15:29)

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Do you have difficult clients? I’m talking about those who don’t respond to your emails. Or come to your meetings late. Worse, they have a habit of treating your team badly. 

In this episode of The Agency Blueprint, I talk about how you can avoid bad clients. I also discuss why you need to set client boundaries so you can create mutually beneficial relationships. 

If you want to learn how to turn your bad clients into A clients, tune in to the podcast. 

Key Questions:  

• Why do agency owners end up having bad clients? (0:39) 
• How should a relationship with a client start? (3:54) 
• How can you transform a bad client into an A client? (9:31) 

What You’ll Discover: 

• How to set up a mutually beneficial relationship with agency clients (1:47) 
• Tips on how to evaluate your clients so you can avoid getting F clients (7:26) 
• The cultural mind shift and internal changes needed to create a better relationship with clients (15:14)

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How do you package and price the services you offer in your agency? This is what Ben, an agency owner and recent member of the Agency Blueprint Mastermind Program, was struggling with. 

In this episode of The Agency Blueprint, I feature a live consulting session I had with Ben. I help him answer two key questions that can solve his pricing and packaging issues in his agency. 

If you’re going through the same struggles, tune in to know how we carved the path forward for his agency. 

Key Questions:  

• What’s the best way to package and price an agency’s service? (2:05) 
• How can you position the agency’s packages to encourage ascension and upselling? (6:29) 
• What is the right pricing mindset that will help agency owners set a price that clients can’t say NO to? (14:23) 

What You’ll Discover: 

• 2 methods to package agency services (4:21) 
• How to conduct an effective consultation meeting with a client (10:40) 
• Why it’s more beneficial to give less information when giving prices to clients (17:12)

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.