John Heritage, President at Evenbound and a Diamond-level HubSpot Solutions Partner, shares insights on the transformative journey of his agency. He discusses the evolution from real estate to a growth-focused consultancy, adapting to remote work during COVID-19, and the importance of aligning goals through EOS implementation. John highlights the challenges of self-implementation versus the benefits of professional guidance, effective accountability, and building meaningful partnerships in finding the right implementor to drive organizational success.

Paul Earnden, Managing Director at Fuelius, discusses his agency's growth strategies and the implementation of the Entrepreneurial Operating System (EOS). He reveals how EOS transformed their operations and the essential roles of visionaries and integrators. The conversation dives into setting effective quarterly objectives, known as 'rocks', and how they optimized management tools by transitioning from spreadsheets to 90.io. Paul also shares insights on launching their new podcast, aiming at enhancing sales and marketing transparency.

On this episode of Agency Journey, Shama Hyder, CEO of Zen Media, joins Gray to discuss what dark social is, the impact of dark social on your agency's buyer journey, and why it is important to pay attention to it.Topics discussed in the episode:The story behind Zen Media's and ZenPilot's nameZen Media's journeyWhat is dark social?How dark social works and How dark social impacts your buyers' journeyWhat the b2b buying journey looks likePresenting Sponsor: ZenPilotBe sure to check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that’s why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:Zen Media WebsiteShama Hyder WebsiteShama Hyder's LinkedInThe Zen of Social Media MarketingFree 47-page Guide to Implementing ClickUp:This guide is packed with step-by-step instructions (and checklists) to help you implement ClickUp for your agency.We've put together a 47-page guide to walk you through the 5-step ClickUp implementation process that we've taken thousands of agencies through.

After every project, we collect feedback, brainstorm ideas, and discuss how we can improve our services. Back at the beginning of 2021, we transformed our client journey and added in a discovery project called "The Blueprint".Why did we do this?The Blueprint is the discovery project that allows us to fully understand the agency's pains, frustrations, challenges, and goals for the project. We've received a lot of amazing feedback, and many agencies have even reverse-engineered our process and implemented it at their agency. On this episode of Agency Journey, Gray joins Andrew Dymski, CoFounder at ZenPilot, to discuss our Blueprint process and what agencies have learned from it and implemented it in their organization.Topics discussed in the episode:ZenPilots Client Journey - Blueprint, Implementation, OptimizeThe ZenPilot's promise - "Move from chaos to clarity"3 core systems every agency needs - technical, procedural and behavioralThe purpose of the Blueprint and why agencies need to implement a discovery projectUsing Savvy Call to enable clients to book calls on their ownCreating Checkout pages for easy payment and onboardingStandardize intake information with formsCreating a welcome page with instructionsStandardizing a kickoff deck Centralizing communication and leaving breadcrumbs to show valueTraining client to transform market utilityBenchmarking clients with surveysImplementing discovery projectsPresenting Sponsor: ZenPilotBe sure to check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that’s why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:Gray Mackenzie - LinkedInAndrew Dymski - LinkedInZenPilot - BluePrint ProcessClickUpSavvy CallMiroLucid ChartSlackMakeFree 47-page Guide to Implementing ClickUp:This guide is packed with step-by-step instructions (and checklists) to help you implement ClickUp for your agency.We've put together a 47-page guide to walk you through the 5-step ClickUp implementation process that we've taken thousands of agencies through.

According to the Bureau of Labor Statistics, demand for labor is at an all-time high. Earlier this year, there were on average 40 more jobs available than unemployed workers.And to make matters worse, most agency owners don't even begin the hiring process until they are well beyond capacity. They wait until their employees start to feel overwhelmed before they even write the job description. Hence the reason why burnout has become an even bigger factor in today's work environment. This leads to current talent leaving, and now adding an additional replacement hire that needs to be made.JobRack is a company that helps agency owners through this process. Their mission is to help online business owners hire amazing remote team members from Eastern Europe.On this episode of Agency Journey, Gray sat down with Noel Andrews, Owner and Founder at JobRack, to discuss how agencies can improve their hiring process to bring better team members on board and keep them around for longer.Topics discussed in the episode:Noel's Journey to aquiring and growing JobRackHow Noel increased JobRack's revenue 4,000xJobRack's mission and who they serveJobRack's internal team structureThe 5 steps to creating an amazing hiring processDefining the outcomeDefining the tasks needed to be doneCrafting the job descriptionCrafting an amazing applicant experienceSetting clear expectationsInjecting yourself into the processProviding social proofCreating take home tests And asking for referencesThe Negotiation, offer, acceptance and leading up to day-oneAdditional resources for hiring Presenting Sponsor: ZenPilotBe sure to check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that’s why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:JobRackNoel Andrews - LinkedInGray Mackenzie - LinkedIn"The Who" - A great book on The A Method of Hiring"Die With Zero" - A great book on personal finances and lifeWorkable - An awesome Applicant Tracking System

They take ownership of:The system's designHabits and behaviors of the team inside the systemBeing a ClickUp expert to answer the team's questionsRegardless of the platform you run on. You need to have an internal champion - Monday champion, Asana champion, Teamwork champion, etc. So, are you...A, an agency operator that has claimed the throne of [fill in the blank] champion?Or B, looking to hire or promote within to champion your project management platform?On this episode of Agency Journey, Gray joins Andrew Dymski, CoFounder at ZenPilot, to discuss the who, what, why, and how behind ClickUp Champions.Topics discussed in the episode:Purpose behind having a ClickUp ChampionRoles and responsibilities of a ClickUp ChampionExperiences and traits they should have should haveSelection criteria for finding a ClickUp ChampionNot an owner or leadership team membersThick enough skin to be a refereeComfort managing upGeneral understanding of the teams processesCapacity Analytical mindedInnovative and tech savvyThe four main work cadences of a ClickUp ChampionHow to find a good ClickUp ChampionPresenting Sponsor: ZenPilotBe sure to check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that’s why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:Gray Mackenzie - LinkedInAndrew Dymski - LinkedInZenPilot - BluePrint ProcessClickUpFree 47-page Guide to Implementing ClickUp:This guide is packed with step-by-step instructions (and checklists) to help you implement ClickUp for your agency.We've put together a 47-page guide to walk you through the 5-step ClickUp implementation process that we've taken thousands of agencies through.

ClickUp 3.0 is bringing:500% increase in speedSupercharged reliabilityUniversal searchand 99.99% uptimeAs ClickUp's largest implementation partner we were super excited to bring Zeb Evans, CEO at ClickUp, to discuss ClickUp's journey to get here and his goal for ClickUp 3.0.Topics discussed in the episode:The phases of ClickUp's evolution - Product, Business and ScaleHow to enjoy the journey while you're in itZeb's personal journey since the beginning of ClickUpClickUp's focus on customization, flexibility, and transforming communicationThe summary of ClickUp 3.0The importance of rebuilding and rewriting the foundation of ClickUp to build the next-generation platformThe revamp of ClickUp goalsHow ClickUp plans to build a source of truth and a command centerClickUp's goal of becoming a place where all your work and connected products are in one placeEmpowering customization with an app developer platform in ClickUpClickUp's growth strategy Building ClickUp with community - evangelists, influencers and partnersClickUp's 70% efficiency increase in paid marketingFun facts about ZebReleasing of ClickUp 3.0Presenting Sponsor: ZenPilotBe sure to check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that’s why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:

At ZenPilot, we help agencies transform the system in which they operate on a day-to-day basis - the place they find their tasks, collaborate with their team, communicate with clients, and take their notes.Transforming a project management platform may be one of the biggest areas of change an agency goes through. It impacts the daily workflow of every individual in the organization - and their clients!Is it easy? Nope. Is there friction? Yup! If you're looking to implement change at any organization, you need to be willing to embrace the pain for a period of time. Lean into this and push through, because the view on the other side is always worth it. After helping thousands of agencies with massive transformations, we've learned a few lessons. On this episode of Agency Journey, Gray joins Andrew, CoFounder at ZenPilot, to discuss how agencies can effectively manage change.Topics discussed in the episode:The purpose behind change at agenciesThe difficulties of change management ZenPilot's model for changeThe 6 steps for effectively managing changeGiving people a platform or channel to express their pain or frustrationsFormsSurveys1-on-1sAll-hands meetingsMaking the decisionMapping the journeySetting clear expectations and participation effortsLaunching and monitoring team adoptionOptimizing (but only system issues)Nominating and assigning an internal championPresenting Sponsor: ZenPilotCheck out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:Andrew Dymski's LinkedInZenPilot WebsiteGray MacKenzie's LinkedinClickUpFree 47-page Guide to Implementing ClickUp:This guide is packed with step-by-step instructions (and checklists) to help you implement ClickUp for your agency.We've put together a 47-page guide to walk you through the 5-step ClickUp implementation process that we've taken thousands of agencies through.

 The Email Marketers help eCommerce brands flourish through Email and SMS marketing. Topics discussed in the episode:Melanie's journey from traditional consulting to starting her own agency.The power of combining email and SMS to grow eCommerce brands.How Klaviyo empowers marketing teams to drive their email and SMS marketing efforts.Klaviyo vs. AttentiveHow Melanie structures her team, so they don't get overwhelmed during a hyper-growth stage.How The Email Marketers have grown 4.07x through referrals, events, social content, and SEO.LinkedIn content strategies to increase lead generation.Increasing friction in the discovery call process to minimize low-quality leads.How hiring an agency coach (Nick Eubanks) has helped Melanie.The Email Marketers plans to build a "well-oiled, German machine" by focusing heavily on process development and refinement.Creating a workplace people love to work by being proactive for clients and minimizing ad-hoc requests.Presenting Sponsor: ZenPilotBe sure to check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:The Email Marketers WebsiteMelanie Balkes LinkedInZenPilot WebsiteGray MacKenzie’s Linkedin

When Lauren's not shoulders-deep in ClickUp at Hawke, she's likely finding something to add to her cookbook collection or looking at new parts for her next mechanical keyboard build.Topics discussed in the episode:How Hawke managed projects using Wrike and a disparate array of tools prior to implementing ClickUp in 2020.Lauren's experience of using ClickUp for 18 months and developing a strong expertise in the platform prior to undertaking the Hawke migration.Lauren's intense 6-month implementation project which involved countless hours of team interviews, process building, research, data migration, team training, and support.The results and sentiment of the Hawke team as they moved from a state of "general chaos" to more clarity as a result of implementing ClickUp and Lauren and the team's hard work developing process templates and documentation.The opportunities for improvement in Hawke's ClickUp implementation and the roadmap to improving internal operations.Presenting Sponsor: ZenPilotBe sure to check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that’s why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:Hawke Media WebsiteLauren Makielski's LinkedInZenPilot WebsiteGray MacKenzie's Linkedin