Welcome to another insightful episode of Build a Better Agency! This week, host Drew McLellan tackles a topic that agency owners and leaders wrestle with time and again: the true role of project management within an agency, and how getting it right can transform both your workflow and your bottom line. Drew is joined by expert consultant Rachel Gertz, who has spent over 15 years helping agencies demystify project management, build stronger systems, and create operational success.
In this episode, Drew and Rachel dig deep into what project management really means in a modern agency setting, beyond just moving tasks from A to B or managing a checklist. Rachel shares her journey from educator to operations consultant, revealing why constraints and structure, when thoughtfully implemented, actually unleash greater creative freedom for agency teams. Together, they explore why so many agencies struggle with the sales-to-delivery handoff, how process breakdowns lead to burnout and missed profits, and what a healthy, efficient system should feel like for everyone involved.
Listeners will walk away with actionable advice on rethinking their approach to project scoping, discovering the hidden pitfalls of underestimating the “soft” operational work, and why tools alone can’t fix a broken process. Rachel offers practical steps for evaluating where the real chaos lives in your agency, how to break the cycle of “garbage in, garbage out,” and the importance of prioritizing client relationship dynamics alongside deliverable deadlines.
If you’re ready to move past reactionary chaos and toward calm, confidence, and profitability in your agency’s operations, this episode delivers both hope and a roadmap. Don’t miss these expert insights on the power of process, the value of discovery, and the freedom that comes from building a sustainable project management approach. By the end, you’ll see project management as the backbone of agency success—and have new ideas for turning your systems into a competitive advantage.
A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here. What You Will Learn in This Episode:
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- Clarifying the true role and value of project management in agencies
- The critical impact of effective sales-to-project handoffs
- Why project management systems unlock both creative freedom and operational efficiency
- Moving beyond relying solely on tools to fixing underlying processes
- The importance of scoping both the project and its environment
- Building agency profitability by baking in realistic time and resource allocations
- Cultivating calm, predictability, and stronger client relationships through better operational systems
