Agency Forward

Chris DuBois
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Jun 18, 2024 • 53min

009 Mike Schmidt & AJ Rivera: Building Recurring Revenue for Agencies

Hey everyone, today I’m joined by Mike Schmidt and AJ Rivera.They are the founders of Agency Coach where they help agency owners improve all facets of their business. For a bit more background, Mike was the founder of the agency Anchor Wave which AJ joined to lead sales. Now, the business is able to run without them as they work on other ventures.Mike and AJ are also the creators of Funnel Hub which we’ll get into in the episode.In this episode, we discuss:The greatest challenge agency owners face today, and what to do about itWhy there’s never been a better time to own an agencyThe biggest domino agencies can knock over to jumpstart their business successand more…You can learn more about Mike & AJ at AgencyCoach.com.-----------From the Episode:Mike & AJ have free training for listeners at AgencyCoach.com/Forward-----------Today’s episode is brought to you by ZenPilot.There are lots of tools out there for agencies to manage projects. But any project issues aren’t usually caused by the tool. They’re from your own processes.ZenPilot helps agencies implement their project management tools while streamlining operations, so your team can move from chaos to clarity.You can see for yourself at ZenPilot.com.-----------Subscribe to the Agency Forward blog on Substack.We have weekly blog content with practical advice to help you advance your agency. -----------Want to level up your agency? Get the Dynamic Agency Email Mini-CourseExplore the 5 biggest mistakes agency founders make trying to create a profitable and efficient business.We're talking about the mistakes that lead to no one wanting what you offer, recreating mediocre assets, and becoming completely replaceable.Yeah. It's worth reading.5 emails. 5 mistakes. 5 strategies to fix them.Get it at DynamicAgencyCourse.com.-----------And if you're ready for 1-on-1 help, visit DynamicAgencyOS.com to schedule a free consultation. Running an agency is tough, but you don't need to go it alone. 
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Jun 11, 2024 • 41min

008 Logan Lyles: The State of Agency Operations

Hey everyone, today I’m joined by Logan Lyles.Logan is the former VP of Sales & Customer Experience at Sweetfish, and now handles evangelism and content at Teamwork.com.Logan has interviewed hundreds of agency owners and experts as the host of the podcast, Agency Life, and has countless insights from those conversations.For a lot of today’s episode, we get into the findings from Teamwork.com’s State of Agency Operations report from 2023. I’ve added a link to the show notes so you can get a copy to follow along and see what we’re talking about.In this episode, we discuss:How client expectations are changing and what to do about itWhy agencies might struggle to keep projects on time and budgetThe need for AI in agency workflowsand more…You can learn more about Logan on LinkedIn.-----------From the Episode:State of Agency Operations ReportAgency Life PodcastBonus: Watch “The Client” from Teamwork.com-----------Today’s episode is brought to you by ZenPilot.There are lots of tools out there for agencies to manage projects. But any project issues aren’t usually caused by the tool. They’re from your own processes.ZenPilot helps agencies implement their project management tools while streamlining operations, so your team can move from chaos to clarity.You can see for yourself at ZenPilot.com.-----------Subscribe to the Agency Forward blog on Substack.We have weekly blog content with practical advice to help you advance your agency. -----------Want to level up your agency? Get the Dynamic Agency Email Mini-CourseExplore the 5 biggest mistakes agency founders make trying to create a profitable and efficient business.We're talking about the mistakes that lead to no one wanting what you offer, recreating mediocre assets, and becoming completely replaceable.Yeah. It's worth reading.5 emails. 5 mistakes. 5 strategies to fix them.Get it at DynamicAgencyCourse.com.-----------And if you're ready for 1-on-1 help, visit DynamicAgencyOS.com to schedule a free consultation. Running an agency is tough, but you don't need to go it alone. 
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Jun 4, 2024 • 40min

007 Justin Graci: AI Opportunities and Agency Evolution

Hey everyone, today I’m joined by Justin Graci.Justin is a Marketing Fellow at Hubspot and works with and through ecosystem agency partners for go-to-market efforts.A 'Marketing Fellow' at HubSpot is described as "a highly experienced and accomplished individual who brings a unique and specific subject matter expertise that is difficult to find in the market,” and Justin truly brings that to life in this conversation.In this episode, we discuss:How agencies can embrace AI to avoid disruptionHow partnerships between solution and app partners are driving successWhy comprehensive solutions for specific industries are game changersand more…You can learn more about Justin on LinkedIn.-----------Today’s episode is brought to you by ZenPilot.There are lots of tools out there for agencies to manage projects. But any project issues aren’t usually caused by the tool. They’re from your own processes.ZenPilot helps agencies implement their project management tools while streamlining operations, so your team can move from chaos to clarity.You can see for yourself at ZenPilot.com.-----------Subscribe to the Agency Forward blog on Substack.We have weekly blog content with practical advice to help you advance your agency. -----------Want to level up your agency? Get the Dynamic Agency Email Mini-CourseExplore the 5 biggest mistakes agency founders make trying to create a profitable and efficient business.We're talking about the mistakes that lead to no one wanting what you offer, recreating mediocre assets, and becoming completely replaceable.Yeah. It's worth reading.5 emails. 5 mistakes. 5 strategies to fix them.Get it at DynamicAgencyCourse.com.-----------And if you're ready for 1-on-1 help, visit DynamicAgencyOS.com to schedule a free consultation. Running an agency is tough, but you don't need to go it alone. 
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May 28, 2024 • 40min

006 Karl Sakas: Work Less, Earn More

Hey everyone, today I’m joined by Karl Sakas.When I first joined the agency world, Karl had the first books I read to understand what I was getting myself into. So, I was very excited to get him on the show to talk about the future of agencies and how he sees things changing.Karl has a wealth of knowledge in all things agency, and he’s got some great insights packed in here for you.In this episode, we discuss:Agency structures that are gaining in popularity. How to build a strong support network to help you grow and succeed.How to delegate tasks and automate processes to free up time for more impactful work.and more…You can learn more about Karl on LinkedIn or at SakasAndCompany.com.And grab a copy of Work Less, Earn More while you're at it.-----------Today’s episode is brought to you by ZenPilot.There are lots of tools out there for agencies to manage projects. But any project issues aren’t usually caused by the tool. They’re from your own processes.ZenPilot helps agencies implement their project management tools while streamlining operations, so your team can move from chaos to clarity.You can see for yourself at ZenPilot.com.-----------Subscribe to the Agency Forward blog on Substack.We have weekly blog content with practical advice to help you advance your agency. -----------Want to level up your agency? Get the Dynamic Agency Email Mini-CourseExplore the 5 biggest mistakes agency founders make trying to create a profitable and efficient business.We're talking about the mistakes that lead to no one wanting what you offer, recreating mediocre assets, and becoming completely replaceable.Yeah. It's worth reading.5 emails. 5 mistakes. 5 strategies to fix them.Get it at DynamicAgencyCourse.com.-----------And if you're ready for 1-on-1 help, visit DynamicAgencyOS.com to schedule a free consultation. Running an agency is tough, but you don't need to go it alone. 
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May 21, 2024 • 44min

005 Gray MacKenzie: The Power of Process in Agency Ops

Hey everyone, today I’m joined by Gray MacKenzie.Gray is the co-founder and CEO at ZenPilot. They’ve helped thousands of agencies systemize their business, boosting efficiency and, therefore, profit.Gray is my go-to guy for anything around processes, so I was very excited to get his perspective on the future of agency operations. He’s built an awesome team of process-focused experts who crush it with ClickUp, and you’re guaranteed to pull some nuggets from this one.In this episode, we discuss:Why having well-defined processes is crucial for agenciesHow AI can enhance and speed up processesWhy you should separate strategy from implementation to avoid limitations in your businessand more…You can learn more about Gray on LinkedIn or at ZenPilot.com.-----------Other notes: The Process Prioritization Worksheet: https://www.zenpilot.com/process-prioritization-worksheetThe time tracking tool we discuss: https://www.memtime.com/-----------Today’s episode is brought to you by ZenPilot.There are lots of tools out there for agencies to manage projects. But any project issues aren’t usually caused by the tool. They’re from your own processes.ZenPilot helps agencies implement their project management tools while streamlining operations, so your team can move from chaos to clarity.You can see for yourself at ZenPilot.com.-----------Subscribe to the Agency Forward blog on Substack.We have weekly blog content with practical advice to help you advance your agency. -----------Want to level up your agency? Get the Dynamic Agency Email Mini-CourseExplore the 5 biggest mistakes agency founders make trying to create a profitable and efficient business.We're talking about the mistakes that lead to no one wanting what you offer, recreating mediocre assets, and becoming completely replaceable.Yeah. It's worth reading.5 emails. 5 mistakes. 5 strategies to fix them.Get it at DynamicAgencyCourse.com.-----------And if you're ready for 1-on-1 help, visit DynamicAgencyOS.com to schedule a free consultation. Running an agency is tough, but you don't need to go it alone. 
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May 14, 2024 • 37min

004 Matt Bolian: Standing Out as a Service-Based Business

Hey everyone, today I’m joined by Matt Bolian.Matt is the co-founder and CEO at Supered. He’s also the co-founder of RevPartners which climbed from the bottom to the top of the HubSpot partner ecosystem in 13 months.Matt has a unique way of viewing business and how to build a brand, making this episode a lot of fun to record.]In this episode, we discuss:how to build and maintain strong teams while growing your businesswhy partnerships are critical to successhow to find your perfect nicheand more…You can learn more about Matt on LinkedIn or at Supered.io. -----------Today’s episode is brought to you by ZenPilot.There are lots of tools out there for agencies to manage projects. But any project issues aren’t usually caused by the tool. They’re from your own processes.ZenPilot helps agencies implement their project management tools while streamlining operations, so your team can move from chaos to clarity.You can see for yourself at ZenPilot.com.-----------Subscribe to the Agency Forward blog on Substack.We have weekly blog content with practical advice to help you advance your agency. -----------Want to level up your agency? Get the Dynamic Agency Email Mini-CourseExplore the 5 biggest mistakes agency founders make trying to create a profitable and efficient business.We're talking about the mistakes that lead to no one wanting what you offer, recreating mediocre assets, and becoming completely replaceable.Yeah. It's worth reading.5 emails. 5 mistakes. 5 strategies to fix them.Get it at DynamicAgencyCourse.com.-----------And if you're ready for 1-on-1 help, visit DynamicAgencyOS.com to schedule a free consultation. Running an agency is tough, but you don't need to go it alone. 
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May 7, 2024 • 38min

003 Megan Bowen: Setting the Conditions for Success

Hello everyone, today I’m joined by Megan Bowen.Megan is the CEO of Refine Labs. If you are in the B2B marketing space it’s almost impossible not to have heard of them. She’s incredibly knowledgeable, not just in marketing, but in leadership and agency operations. So I was very excited to get into this interview to hear her perspective on the future of agencies.In this episode, we discuss:how buyer behavior has changed and what that means for agenciesbecoming the leader of an agency as a non-founder CEOstructuring your business as a Talent Destinationand more…Learn more about Megan on LinkedIn and at RefineLabs.com. -----------Today’s episode is brought to you by ZenPilot.There are lots of tools out there for agencies to manage projects. But any project issues aren’t usually caused by the tool. They’re from your own processes.ZenPilot helps agencies implement their project management tools while streamlining operations, so your team can move from chaos to clarity.You can see for yourself at ZenPilot.com.-----------Subscribe to the Agency Forward blog on Substack.We have weekly blog content with practical advice to help you advance your agency. -----------Want to level up your agency? Get the Dynamic Agency Email Mini-CourseExplore the 5 biggest mistakes agency founders make trying to create a profitable and efficient business.We're talking about the mistakes that lead to no one wanting what you offer, recreating mediocre assets, and becoming completely replaceable.Yeah. It's worth reading.5 emails. 5 mistakes. 5 strategies to fix them.Get it at DynamicAgencyCourse.com.-----------And if you're ready for 1-on-1 help, visit DynamicAgencyOS.com to schedule a free consultation. Running an agency is tough, but you don't need to go it alone. 
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Apr 30, 2024 • 49min

002 Marcus Sheridan: The Real Impact of AI on Agencies

On today's episode, I'm joined by Marcus SheridanMarcus is an international keynote speaker and best-selling author of They Ask, You Answer. He’s also an owner and partner at the agency, IMPACT, where his strategies around content marketing and sales are delivered through strategy, implementation, and education.Marcus played a large role in how I learned and delivered content marketing, so I was very excited to see how he thinks things are shifting in the agency space.On this episode we discuss:Trust as a Business CurrencyAI's Impact on Content CreationSustainable Business Models with AIPreserving Humanity in AI Integrationand more.Learn more about Marcus at MarcusSheridan.com or follow him on LinkedIn.-----------Subscribe to the Agency Forward blog on Substack.We have weekly blog content with practical advice to help you advance your agency. -----------Want to level up your agency? Get the Dynamic Agency Email Mini-CourseExplore the 5 biggest mistakes agency founders make trying to create a profitable and efficient business.We're talking the mistakes that lead to no one wanting what you offer, recreating mediocre assets, and becoming completely replaceable.Yeah. It's worth reading.5 emails. 5 mistakes. 5 strategies to fix them.Get it at DynamicAgencyCourse.com.-----------And if you're ready for 1-on-1 help, visit DynamicAgencyOS.com to schedule a free consultation. Running an agency is tough, but you don't need to go it alone. 
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Apr 23, 2024 • 35min

001 Peter Caputa: Collaborative Growth

On today's episode, I'm joined by Peter Caputa. Pete has a wealth of knowledge in the agency space. He’s a former agency owner, former VP of Sales at HubSpot, where he also kicked off the partner program as it is today. Pete’s currently the CEO of Databox and is consistently co-marketing with agencies.He’s a great mentor and I’d strongly encourage everyone to follow his prolific publishing on LinkedIn.On this episode we discuss:Strategic Advantages for Specialized AgenciesCollaborative Growth via Partner ProgramsLeveraging Benchmark Data in Agency Strategiesand more...Today’s episode is brought to you by ZenPilot.Join the AI in Agency Operations Roundtable, Thursday, April 25 by signing up at ZenPilot.com/Roundtable.Subscribe to the Agency Forward blog on Substack. Want to level up your agency? Get the Dynamic Agency Email Mini-CourseExplore the 5 biggest mistakes agency founders make trying to create a profitable and efficient business.We're talking the mistakes that lead to no one wanting what you offer, recreating mediocre assets, and becoming completely replaceable.Yeah. It's worth reading.5 emails. 5 mistakes. 5 strategies to fix them.Get it at DynamicAgencyCourse.com.And if you're ready for 1-on-1 help, visit DynamicAgencyOS.com to schedule a free consultation. Running an agency is tough, but you don't need to go it alone. 
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Mar 29, 2024 • 1min

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