Every agency owner wants to increase the number of clients they are working with. After all, greater profitability is the overall goal. But how do you go about doing that? The answer lies in the information that is available to you.

In this episode of The Agency Blueprint, I discuss why gathering information and communication are the cornerstones for a successful agency. I also share four tools to help you gather, present, and communicate information across your teams. If you'd like to learn some tips to improve communication and sales reporting in your agency, jump right into the podcast!

The Key Questions:

What is the clear distinction between marketing and sales? (0:38)
Why should there be clear communication between your marketing and sales team if you have segmented teams? (1:47)
What are the most important KPIs to consider? (2:35)

What You'll Discover:

Four tools that will help you gather, present, and communicate information (2:35)
The important role a CRM plays in managing your sales operations (5:18)
Why listening to your clients' questions is critical during the sales conversation (11:12)

Episode Links and Resources:

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.

Season 3 | Ep 26 | How to Maximize Your Sales Reporting Tools to Scale Your Agency