
Get Radical With Your Business Ep. 12: Stop Wearing So Many Hats; Optimize Your Agency Through Six Foundational Roles (with guest Karl Sakas)
Sep 1, 2020
Karl Sakas, an agency consultant and coach, shares his wealth of knowledge about agency optimization. He breaks down six foundational roles critical for agency success, including account and project management, strategists, and business development. Karl emphasizes the importance of intentional hiring to avoid costly missteps. He also discusses the balance between owner visibility and agency sellability, offers insight into maximizing client ROI, and reveals how to generate impactful blog ideas. Plus, he shares a fun story about volunteering on an antique train, drawing parallels to client experience design.
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Think In Roles, Not Just Hats
- As agencies grow, owners should think of their work as distinct roles even if they still wear multiple hats.
- Defining roles early helps make intentional hires and avoid common hiring mistakes.
Split Client And Delivery Responsibilities
- Hire account managers to be the client's voice and keep clients happy while upselling appropriately.
- Use project managers to ensure work is executed smoothly and profitably inside the agency.
Strategists Are ROI-Focused SMEs
- Strategists are a special kind of SME who combine client-facing work with broad skills across channels.
- Their job is to spend the client's budget for the highest possible ROI.




