Agency Bytes

Featuring: Chris Martinez, Bloom Partners In episode 082, I sit down with Chris Martinez, CEO and founder of Bloom Partners, who shares his journey from building a successful marketing agency to transitioning into management consulting. Chris dives into the importance of data-driven strategies and setting clear KPIs for each department, emphasizing how these metrics fuel growth. We discuss the impact of AI on the industry, and Chris encourages agency owners to embrace the new possibilities it brings. He also talks about the critical role of personal fulfillment in business success—how finding joy in all areas of life directly boosts both individual and company performance. Key Takeaways • Set clear KPIs for each department in your agency and track them using simple tools like Google Sheets. • Embrace AI and leverage its capabilities to improve efficiency and productivity in your agency. • Focus on personal fulfillment in physical health, mental health, relationships, and business to achieve overall success. • The business is a reflection of you, so ensure that other areas of your life are in balance for optimal performance. Chapters 00:00 Introduction and Background 03:08 Building a Marketing Agency and Transitioning to Management Consulting 05:54 Data-Driven Strategies and Clear KPIs 09:00 Embracing AI in the Agency Industry 12:56 The Importance of Personal Fulfillment in Business Chris Martinez, CEO and Founder of BLOOMAgency.io, has turned his passion for helping underdogs into a thriving business, growing his company from zero to millions in revenue. Recognized with a 2021 Stevie Award for Minority-Owned Business of the Year, Chris also hosts the popular podcast *Operation Agency Freedom*. He is the author of four books, including the Amazon Bestseller *It’s Not JUST A Website*, and his latest release, *Facts Not Feelings*, offers insights on scaling a marketing agency with data-driven strategies. Contact Chris on his website, on Instagram, or learn about Agency Freedom Live.

Featuring: David C. Baker, Punctuation In episode 081, I sit down with David C. Baker, a renowned consultant, author, and speaker in the advertising agency world. We explore David's journey from grad school to founding his consultancy, Punctuation, and later bringing his son into the business. David shares key traits that drive successful agencies—courage, discipline, strategic positioning, and effective team management. We discuss business resets, lead generation, and the science behind agency positioning, along with the advantages of running an agency with future acquisition in mind. Beyond business, David talks about his personal passions like motorcycling, woodworking, and photography. Tune in for valuable insights into managing and scaling a creative agency. Key Takeaways • Courage and discipline are key traits for agency leaders • Positioning is crucial for agency success and requires testing and refinement • Running an agency as if you're going to sell it can lead to better overall performance • Woodworking, motorcycle racing, and photography are David's hobbies • Stop things that no longer serve you and simplify your life Chapters 00:00 Introduction and Background 03:07 The Importance of Courage and Discipline in Agency Leadership 06:29 The Process of Positioning and Testing 11:17 Keys to Making an Agency Attractive for Sale 15:16 David's Hobbies: Woodworking, Motorcycle Racing, and Photography 18:20 Advice for Agency Owners: Stop and Simplify David C. Baker is an author, speaker, and advisor to entrepreneurial creatives worldwide. He has written 6 books, advised 1,000+ firms, and keynoted conferences in 30+ countries. His work has been discussed in the Wall Street Journal, Fast Company, Forbes, USA Today, BusinessWeek, CBS News, Newsweek, AdWeek, and Inc. Magazine. He lives in Nashville, TN. His two most recent books are at http://www.expertise.is and https://www.tradecraft.is His work has also been featured in the NY Times, where he was recently referred to as “the expert’s expert”. He co-hosts the most listened-to podcast in the creative services field (2Bobs). Contact David on his website, or LinkedIn, or learn about his MYOB Conference.

Featuring: Kevin Rapp, Ultra Friends In episode 080, I had a great conversation with Kevin Rapp, co-founder and chief creative officer of Ultra Friends. We dive into the exploitation of creatives and the crucial role of valuing creativity in business. Kevin shares his journey from working in agencies and studios to going in-house at a fast-growing startup, where he learned to focus not just on the craft, but on delivering real value to the business. We discuss why creatives should stop pitching for free and start advocating for the true worth of their work. Kevin’s key takeaway? Understand and confidently articulate the immense value that creativity brings to the table. This episode is a must-listen for any creative professional looking to elevate their impact and take control of their worth in the business world! Key Takeaways • Creatives need to shift their focus from the craft alone to delivering value to the business. • Pitching for free devalues creativity and sets an unhealthy dynamic in client relationships. • Understanding and articulating the true value of creativity is crucial for success. • Advocating for fair compensation and valuing creativity leads to better career opportunities and financial growth. Chapters 00:00 Introduction and Background 03:30 Transitioning from Agency to In-House Startup 06:09 Shifting the Focus to Value and Business Impact 09:55 Starting Ultra Friends and Optimizing Creative Content 15:05 The Importance of Not Pitching for Free 20:59 The Devaluation of Creativity and Self-Worth 26:00 Setting the Tone and Advocating for Fair Compensation 31:53 Understanding and Articulating the True Value of Creativity Kevin is the co-founder and Chief Creative Officer of the creative agency Ultra Friends. He's an accomplished creative leader with almost two decades of experience in the field. And he's built a mild reputation for himself by shouting into the internet void on Linkedin. Contact Kevin on his website.

Featuring: Nicole Ayres, Jumpsuit In episode 079, I had the pleasure of speaking with Nicole Ayres, founder of Jumpsuit and creator of Jumpboards. After leaving the big agency world to freelance, Nicole built her own thriving agency—Jumpsuit—with zero paid ads and zero employees. She has since developed Jumpboards, a revolutionary end-to-end solution for agencies that streamlines everything from discovery calls to project handoff. Nicole shares how Jumpboards empowers freelancers to confidently pitch larger projects and helps agencies operationalize business development, scoping, budgeting, and resource allocation. At the heart of her success? A strong belief in her team and a culture of collaboration and empowerment. This episode is packed with insights for anyone looking to scale their agency or improve operational efficiency. Don’t miss out on Nicole's inspiring story and the game-changing strategies she’s developed! Key Takeaways • Building an agency without paid ads or employees is possible by leveraging a network of trusted freelancers. • Jumpboards is a technology that streamlines the agency process and allows freelancers to pitch larger projects. • Trust in your team is crucial for agency success. • Creating a culture of collaboration and empowerment leads to a more fulfilling and productive work environment. Chapters 00:00 Introduction and Background 08:21 Transitioning from Freelancer to Agency Owner 19:19 Introducing Jumpboards 27:31 The Future of Agencies and Freelancing 32:01 Personal Interests and Advice Nicole Ayres left the big agency, freelanced (500k first year, built an agency with zero paid ads and zero employees that runs itself, now building technology to democratize it all. Contact Nicole at Jumpsuit Agency or Jauntboards.

Featuring: Jhana Li, Spyglass Ops In episode 078, Jhana Li, founder of Spyglass Ops, shares her inspiring journey from living van life to building her own successful operations consulting company. She talks about how she helps agency owners scale their businesses while regaining personal freedom by mastering the power of operations. Jhana highlights how crucial operations are for growth and profitability, explaining how optimizing team performance, delegating tasks effectively, and implementing solid systems and processes allow founders to focus on high-value activities that drive real results. This episode is packed with practical insights for anyone looking to scale their agency while building a more efficient, sustainable business. Key Takeaways • Operations is crucial for scaling an agency and maximizing profitability. • Optimizing team performance and implementing systems and processes are key to success. • Founders should focus on high-value activities and delegate tasks to free up time. • Raising the bar for success and setting higher standards can lead to team growth and success. Chapters 00:00 Introduction and Background 03:04 The Importance of Operations in Scaling 08:23 Maximizing Team Performance 17:23 Raising the Bar for Success Jhana Li, founder of Spyglass Ops. Jhana started as a COO for multiple startups - while living van life. After seeing countless founders stall out & trap themselves without the proper Operations, 3 years ago Jhana decided to start Spyglass Ops. Since then she has helped more than 100 businesses scale past 7 & 8-figures. Through Operations consulting, recruitment, and training, Spyglass Ops empowers founders to simultaneously scale their businesses while regaining their personal freedom. Jhana Li started as a COO for multiple startups (while simultaneously traveling full-time in a converted van through N & S America). After seeing countless founders stall out & trap themselves without the proper Operations, 3 years ago Jhana decided to start her own company, Spyglass Ops. Since then she has helped 100+ businesses scale past 7 & 8-figures. Through Operations consulting, recruitment, and training, Spyglass Ops empowers founders to simultaneously scale their businesses while regaining their personal freedom. Contact Jhana on their website, Facebook, Instagram, LinkedIn, and YouTube.

Featuring: David D. Doerrier, Present Your Way to Success Episode 077 features David Durer, an expert in training and development. He shares insights on empowering people to reach their maximum speaking potential. He discusses the principles of adult learning theory, including ownership, complexity, and primacy and recency. He also provides tips for engaging virtual audiences and delivering impactful presentations. David emphasizes the importance of understanding the audience, practicing, and using relatable stories. He also highlights the challenges of virtual presentations and suggests incorporating theater of the mind techniques. Lastly, he advises taking things one step at a time and not getting overwhelmed. Key Takeaways • Understand your audience and deliver your message in a way that connects with them. • Practice, practice, practice to improve your presentation skills. • Use relatable stories to engage your audience and make complex concepts more understandable. • In virtual presentations, incorporate theater of the mind techniques to compensate for the lack of visual and auditory cues. • Take things one step at a time and avoid getting overwhelmed. Chapters 00:00 Introduction and Background 03:46 The Principles of Adult Learning Theory 07:08 Engaging Virtual Audiences and Delivering Impactful Presentations 16:17 The Importance of Opening and Closing a Presentation 26:18 Advice for Business Professionals With over 30 years of experience in training and development, instructional design, leadership, corporate training, public speaking, and an expert in the Adult Learning Theory, David is passionate about empowering people to reach their maximum speaking potential. Known for his engaging style and ability to connect with his audience, David is in high demand as a speaker and trainer at industry conferences, corporate events, and educational institutions nationwide. He has a knack for simplifying complex concepts and delivering practical insights that enable his clients to elevate their presentation skills. Contact David on his website, on LinkedIn, or grab his free eBook, “Eight Principles of Engagement”

Featuring: Lisa Mullis, Paraphrase Communications In episode 076, I got to sit with Lisa Mullis from Paraphrase Communications. Lisa and I got to discuss the importance of effective brand messaging and copywriting for creative professionals. Lisa shares her journey from running a graphic design studio to focusing on copywriting and helping clients communicate their message. We discuss the challenges of writing copy, especially for oneself, and the impact of poor copy on sales. Lisa also emphasizes the need for a comprehensive approach to brand messaging and the role of mindset work in business success. Key Takeaways • Effective brand messaging and copywriting are crucial for creative professionals to attract and convert clients. • Writing copy can be challenging, especially when it comes to writing about oneself. • Poor copy can negatively impact sales and the overall perception of a brand. • A comprehensive approach to brand messaging is necessary, addressing all aspects of the business. • Mindset work is essential for overcoming resistance, fear, and anxiety in business. Chapters 00:00 Introduction and Background 03:06 Challenges of Writing Copy 05:39 Positioning and Communication Challenges for Creative Professionals 10:44 Common Challenges Faced by Creative Professionals 14:27 The Impact of Poor Copy on Sales 26:10 The Importance of Mindset Work in Business Success As a strategic brand coach and copywriter, Lisa helps service-based professionals clarify their messaging and streamline their marketing so they work with better clients, regain their time, and take home more money. Lisa brings a unique skillset that encompasses both sides of brand messaging—the visual and the verbal. As a kid she lived in the world of language, exploring its many forms through writing, art, and music. You could find her either scribbling stories in notebooks or sketching doodles in art pads. At university, she was formally trained as an ad copywriter through her Journalism degree and as a graphic designer through the Fine Arts program. During the first 18 years of her career as a graphic designer and owner-operator of a design studio, Lisa witnessed many clients struggle with what to put on their websites and other marketing collateral—in other words, the words. Keen to help and flex her moves as a wordsmith, she started helping clients develop sales-savvy language. In 2016, she officially transitioned her primary focus from design to copywriting. Today as the head of Paraphrase Communications, Lisa supplements her decades of messaging, design, marketing, and small business acumen with a team of tech specialists for full support from brand strategy to execution. Together they help coaches, consultants, and creative professionals build their businesses through words that win clients—online and in real life—and high-converting marketing funnels that increase productivity and profitability. With a do-it-together approach to brand messaging and implementation, clients gain much-needed clarity through the process, feel emotionally connected to their message which helps them sell more effectively, and grow their impact through an essential business-building skill—writing—which serves them for the life of their business. Throughout the year, Lisa holds live events on messaging, copywriting, and marketing strategies for service providers and shares actionable ideas through her weekly newsletter. To stay in the loop, join her here: https://www.paraphrasecomm.com/em-signup Contact Lisa: Email: lisa@paraphrasecomm.com Web: https://www.paraphrasecomm.com/ IG: https://www.instagram.com/paraphrasecommunications/ LI: https://www.linkedin.com/in/lhmullis/ FB: https://www.facebook.com/paraphrasecomm Are your words winning or costing you clients? CLIENT CONVERSION QUIZ – Gain instant insight into the gaps in your messaging and marketing so you can improve your connections and conversions. Takes less than 5 minutes and it's free! https://paraphrasecomm.scoreapp.com/  

Featuring: Jason Swenk, Agency Mastery 360 Episode 75 is by far the Swenkiest of all episodes. I had the absolute pleasure of sitting with Jason Swenk, who is hands-down one of the most systemized agency coaches I’ve had the opportunity to speak with. Jason shares the secrets behind building and selling a successful agency, highlighting the power of clarity, positioning, and a solid offering. We dive into the essential pillars of agency growth, from prospecting and sales to leadership and operations. His advice? Stay committed to one goal until you succeed and keep showing up consistently. This is a must-listen for any agency owner looking to scale! Key Takeaways • Clarity, positioning, and offering are foundational elements for building a successful agency. • Prospecting, sales, delivery, operations, and leadership are key systems for agency growth. • Focus on one commitment until success and be consistent in your efforts. • Building strategic partnerships and relationships is crucial for agency success. • Regularly assess and reset your agency's systems and processes to adapt to growth and changes in the market. Chapters 00:00 Introduction and Background 03:01 The Foundation of Clarity, Positioning, and Offering 09:59 The Key Systems for Agency Growth 22:55 Strategic Partnerships: Unlocking New Opportunities for Agency Growth 26:04 Assessing and Resetting: Adapting Your Agency's Systems for Growth Jason Swenk is the agency advisor & coach who guides marketing agencies through a proven framework for growing their agency faster. Jason is the author of the definitive guide to growing an agency from scratch to two 8-figure enterprises. He is one of the most sought-after advisors to agencies worldwide, thanks to his 8-system framework that has proven successful in scaling his own agency. His expertise has attracted clients like AT&T, Hitachi, and Lotus Cars, ultimately leading to the successful sale of his agency. Contact Jason on his website.

Featuring: Iggy Odighizuwa, Founder of Ai-setters.com In Episode 074, I sat down with Iggy Odigizua, CEO and founder of AISetters.com, to explore how agencies can harness AI tools to book qualified appointments effortlessly. Iggy shares insights from his Leeds Management System, a done-for-you service that helps agencies streamline their operations. We dive into his entrepreneurial journey, from dominating the health and fitness industry to coaching and building successful online businesses. Iggy reveals the benefits of the Leeds system, the challenges agencies face in adopting AI, and why embracing technology is crucial for boosting efficiency and productivity. Key Takeaways • The Leeds Management System is a done-for-you service that uses AI to book vetted and qualified appointments for service-based businesses like agencies. • AI technology can improve efficiency and productivity in agency operations by automating lead management and follow-up processes. • Adopting AI tools in agencies can be challenging due to the learning curve and fear of technology replacing human jobs. • Using AI in agencies can help bridge the gap between sales and marketing, improve lead quality, and enhance client results. • The key to success in business is understanding your target audience and focusing on the boring, but essential, work that gets results. Chapters 00:00 Introduction and Background 04:23 Building High-Ticket Online Coaching Businesses 07:56 Automating Lead Management with AI 10:43 Overcoming Barriers to Adopting AI in Agencies 13:36 Bridging the Gap Between Sales and Marketing with AI 16:11 Enhancing Lead Quality and Client Results with AI 25:24 AI in B2C and D2C 27:24 Rapid Fire Questions 29:32 Invaluable Business Advice Iggy Odighizuwa, CEO and Founder of Ai-setters.com and The Leads Pre-Conversion System a DONE FOR YOU Service That Uses Charlie Ai To Book Vetted & Qualified Appointments For Coaches, Consultants, Agency Owners and Service Based Businesses. Iggy Built his first 7-figure high ticket online coaching business called "Tril 80 Coaching” Since then Iggy has helped to build 20 other 7-figure online coaching businesses and helped build two 8-figure online coaching businesses one of them called "The 4% Club," and over 100 6-figure online coaching businesses. Iggy spent 8 years of his life in Benin a small village in an African country called Nigeria. Contact Iggy on LinkedIn, or his personal or company Facebook pages.

Featuring: Rachel Gertz, Louder Than Ten In Episode 073, I sat down with the brilliant Rachel Gertz, Co-founder of Louder Than Ten, to uncover the real power behind project management. We didn’t just talk about deadlines and deliverables—we dove into how effective project management can transform your agency from the inside out. Rachel shared game-changing insights on leadership, empowering your team, and rethinking the way digital agencies operate. From hiring the right talent to using the right tools for growth, this conversation is packed with strategies you can start using today to take your agency to the next level. Tune in now! Key Takeaways • Project management is a powerful conduit for empowering individuals and driving project success. • Leadership challenges within digital agencies often stem from a lack of delegation and a scarcity mindset. • The integration of project management tools and the development of financial literacy are crucial for effective project management. • The role of project managers extends beyond traditional project delivery, encompassing strategic thinking, revenue growth, and team empowerment. • Personal growth tools, such as journal trackers, can provide valuable insights and self-awareness for professional development. Rachel Gertz is a Co-founder and Direc­tor of Deliv­ery and Growth at Loud­er Than Ten. She helps small to medi­um sized dig­i­tal agen­cies trans­form their dig­i­tal PM oper­a­tions through hands-on train­ing and con­sult­ing. Her mis­sion at Loud­er Than Ten is to pro­pel tech work­ers through an uncer­tain future by train­ing dig­i­tal com­pa­nies how to give pow­er to the peo­ple lead­ing their projects. Contact Rachel on her website or LinkedIn.