Build a Better Agency Podcast

EP 467: Using systems and processes to make better decisions for the agency with Misty Larkins

Sep 16, 2024
Misty Larkins, a marketing and PR professional with 20 years' experience, shares her journey of scaling Relevance from a small team to a thriving 20-person agency. She discusses how embracing systems and processes transformed her approach, even after initially resisting them. Misty highlights the importance of documentation and strategic processes in ensuring agency growth, while maintaining creativity. She also reveals her methods for team buy-in and continuous learning, along with tackling the challenges of time tracking as a next step.
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ANECDOTE

Joining A Small, Undocumented PR Shop

  • Misty joined Relevance as employee three or four when it was PR-focused and lacked documentation.
  • She then led efforts to make the business scalable by codifying client work and measuring outcomes.
INSIGHT

Tribal Knowledge Hides Profitability

  • Tribal knowledge and spreadsheets block scale and hide which clients are truly profitable.
  • Mapping clients by margin and touch level reveals which clients to pursue more of.
ADVICE

Document Client Processes First

  • Start by writing down the exact steps you do for clients, then codify a repeatable kickoff and touchpoint process.
  • Let account leads add relationship layers but require the baseline process for consistency.
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