Agency Journey

Topics discussed in the episode:00:25 - 02:40 The Story Behind Yvi's Branding02:47 - 05:20 How Yvi is productizing her consulting business.05:30 - 06:40 Helping people build their business in ClickUp06:50 - 08:00 What is Minerva, and what is Minerva's current focus as a startup08:00 - 11:50 Yvi and YouTube12:00 - 13:20 The 10x10 Formula Strategy13:21 - 15:00 Shifting her approach problem-based learning15:15-16:50 The art of repurposing content16:50-19:30 Client Acquisition19:30-25:00 What is The SOAR Framework?25:00 - 26:00 Why do 95% of Yvi's clients use ClickUp?27:00 - 29:00 Being a ClickUp ConsultantPresenting 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:Yvonne Heimann's LinkedinAskYvi's WebsiteThe SOAR FrameworkGray MacKenzie's LinkedInZenPilot Website

Topics discussed in the episode:From bootstrapped to profitable exitVC funding vs targeted mentorshipCreating a JTBD (jobs-to-be-done) frameworkLaunching DFY services on top of software productsFinding opportunities in churn surveysSOPs and KPIs: the cornerstones of team expansionThe components of successful link buildingInfographics as a backlink-magnetIncorporating humor in outreachThe future of PostagaPresenting Sponsor: ZenPilotAnd be 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:ZenPilotPostagaTinySeedCharm OffensiveGrow Together SEO Facebook group

Topics discussed in the episode:Going From a Lifestyle Business to Specialty AgencyNarrowing Your Focus For Long-Term Agency GrowthDriving Client Acquisition Without Outbound SalesDifferentiation and Positioning: 2 Weapons For Lead GenerationWhat to Do When You’re Losing Business to CompetitorsThe Role of Performance-Based GuaranteesUsing Focus Group Data to Achieve Better Client OutcomesData-Driven Creative DesignBranding KPIsProspect Theory: Subjectivity = Risk, Data = CertaintyThe Benefits of Outcome-Based PricingPattern-Recognition as a Growth SkillPlaying to The Strengths of Each Co-FounderOvercoming Chaos During Agency ScalingPresenting Sponsor: TextExpanderDo you ever type the same thing over and over and over again? Whether it’s customer support answers, sales emails, or document edits, typing things repetitively or using copy and paste can be a burden. That’s where TextExpander comes in. With TextExpander, you and your team can:Keep your message consistentSave time and be more productiveBe accurate, every timeThe way we work is changing rapidly. Make work happen wherever you are by saying more in less time and with less effort using TextExpander.Get 20% from ZenPilot with this link. Resources mentioned in this episode:ZenPilotSmashBrand

Topics discussed in the episode:Addressing Obstacles Throughout The Agency JourneyNot Having Enough Clients to Hire More Team Members: Escaping the Catch-22Finding The Right Clients to Evade Price ErrosionThe Importance of Client Case StudiesShould You Get Your Foot in The Door or Make Your Core Offer Sexier?The Cost of Investing Your Time on UpsellsThe Role of Satisfaction Guarantees: When to Drop ItGiving Yourself Time to Think About GrowthFinding 10 Extra Hours in Your WeekDelegating Tasks to The Team You Already HaveFinding Ways to Improve Your Best-Performing ChannelsThe Benefits of 2-4 Executive Briefings Per MonthHow to Keep Your Agency From Becoming a CommodityBuilding Your Business on Proven Strategies and Existing ResultsPresenting Sponsor: TextExpanderDo you ever type the same thing over and over and over again? Whether it’s customer support answers, sales emails, or document edits, typing things repetitively or using copy and paste can be a burden. That’s where TextExpander comes in. With TextExpander, you and your team can:Keep your message consistentSave time and be more productiveBe accurate, every timeThe way we work is changing rapidly. Make work happen wherever you are by saying more in less time and with less effort using TextExpander.Get 20% from ZenPilot with this link.Resources mentioned in this episode:ZenPilotHands-Off CEO5 Exits to Scale to $100K/mo

Topics discussed in the episode:Approaches to Agency Consulting: ZenPIlot vs TheDPMThe 6 Characteristics to Look For in a Senior Project ManagerWhy You Should Hire Paranoid Project ManagersCommon Misconceptions About Great Project ManagersShould Project Managers Follow The Leader or Be a Leader?What Makes a Senior Project Manager Worth Their Salary?When to Involve Project Managers in the Sales ProcessHow to Best Utilize Project Managers as an Agency OwnerFinding a Unicorn PM: Navigating Resumes and InterviewsHow Moderate Paranoia Keeps Businesses CompetitivePresenting Sponsor: TextExpanderDo you ever type the same thing over and over and over again? Whether it’s customer support answers, sales emails, or document edits, typing things repetitively or using copy and paste can be a burden. That’s where TextExpander comes in. With TextExpander, you and your team can:Keep your message consistentSave time and be more productiveBe accurate, every timeThe way we work is changing rapidly. Make work happen wherever you are by saying more in less time and with less effort using TextExpander.Get 20% from ZenPilot with this link.Resources mentioned in this episode:TheDPM.com@TheDigitalPM on InstagramZenPilot

Layla Pomper discusses balancing strategies with tweaks, the PB&J method, self-selection versus guided vetting, value delivery methods, and sending clients elsewhere. Delve into implementation options, client acquisition strategies, and becoming an industry source. Learn from ProcessDriven's evolution and the importance of educating clients.

Topics discussed in the episode:Niching Down: Chase What You LoveFiguring Out Which Clients You Enjoy Working WithSocial Proof, NDAs, and The Logos You Don’t SeeHow Jeremiah Would Tackle Agency Growth If He Had a Do-OverPracticing What You Preach: Agency Marketing 101Firing Yourself From SalesEquipping Your Sales Team For SuccessSEO Investment: Building and Updating Pillar ArticlesHow Good Content Brings Quality LeadsBeing So Good You Lose Clients?Working With Family: Pros and ConsMastering Sales, Marketing, and DeliveryWhen to Expand Into New ServicesDelivering On Your PromisesGoing From a Commodity to PartnerThe Role of ReferralsImpact of EOS: Entrepreneurial Operating SystemWhat The Future HoldsPresenting Sponsor: TextExpanderDo you ever type the same thing over and over and over again? Whether it’s customer support answers, sales emails, or document edits, typing things repetitively or using copy and paste can be a burden. That’s where TextExpander comes in. With TextExpander, you and your team can:Keep your message consistentSave time and be more productiveBe accurate, every timeThe way we work is changing rapidly. Make work happen wherever you are by saying more in less time and with less effort using TextExpander. Get 20% from ZenPilot with this link.Resources mentioned in this episode:SimpleTigerQuickBooksSlackEOSZenPilot

Topics discussed in the episode:To Niche or Not to NicheChoosing The Right Niche For YouBringing Modern Solutions to Archaic IndustriesBuilding Effective Campaigns Through ProcessesUsing Industry Experience to Craft Unique MessagingSmall Details, Big DifferentiatorsCreating Original Content With Pre-Built FrameworksAutomating Client Input to Minimize CallsProductize Your ServicePresenting Sponsor: TextExpanderDo you ever type the same thing over and over and over again? Whether it’s customer support answers, sales emails, or document edits, typing things repetitively or using copy and paste can be a burden. That’s where TextExpander comes in. With TextExpander, you and your team can:Keep your message consistentSave time and be more productiveBe accurate, every timeThe way we work is changing rapidly. Make work happen wherever you are by saying more in less time and with less effort using TextExpander. Get 20% from ZenPilot with this link.Resources mentioned in this episode:RentBridgeVPM Solutions - VA platform recommended by HeatherHubSpotZenPilot

Ben McLellan is the founder of Ethical Scaling, a consulting company focused on helping businesses scale faster and more sustainably by retaining their clients longer. Ben got his start running a six-figure personal training company.At the time, Ben had a dozen clients that had been with him for over a decade and this would be the exact retention experience he needed when he started his own online agency. He would also go on to work with Traffic and Funnels as a client success director that moved over 1,000 customers through their process.Ben never claimed to be an expert at getting customers in the door, but he was one of the best when it came to keeping them from walking out.Presenting Sponsor: TextExpanderDo you ever type the same thing over and over and over again? Whether it’s customer support answers, sales emails, or document edits, typing things repetitively or using copy and paste can be a burden. That’s where TextExpander comes in. With TextExpander, you and your team can:Keep your message consistentSave time and be more productiveBe accurate, every timeThe way we work is changing rapidly. Make work happen wherever you are by saying more in less time and with less effort using TextExpander. Get 20% from ZenPilot with this link.Topics discussed in the episode:Training Clients to Make Your Process Work For ThemThe Relationship Between Higher Retention Rates and Business GrowthChoosing Which Clients to Serve Long-Term Based on Initial ResultsHow Long Should Your Client Agreements BeThe Disconnect Between What Agencies Think is Valuable vs. What Clients Care AboutRelationship vs. Results: What Matters Most For Client RetentionThree Reasons Agencies Lose ClientsDifferent Client Archetypes and How to Adapt to ThemHow to Overcome Dopamine Dumps/Hedonic Adaptation in Clients to Prevent ChurnSlowing Down and Understanding What Your Client Cares AboutTraining Team Members to Handle Different Types of ClientsHow to Re-Assess Client Expectations RegularlySelling Clients What They Want Then Giving Them What They NeedRelationship Building w/Slides, Humor, and A-Typical ConversationsWhat's a Healthy Client Churn Rate For AgenciesResources mentioned in this episode:Ben McLellan on FacebookEthical ScalingGoHighLevel - tool recommended by BenHubSpot - CRM Gray usesGray MacKenzie on LinkedInAndrew Dymski on LinkedInZenPilot

Topics discussed in the episode:Tips for Creating an Effective Agency Case StudyThe Benefits of a Great Agency Case StudyWhat is an Ideal Agency Case StudyTips for Conversion CopywritingWhat Makes A Great Case StudyPresenting Sponsor: ZenPilotZenPilot helps agencies build more productive, profitable, and healthy teams by streamlining their operations in ClickUp.As ClickUp's largest implementation partner, we've served over 2,300 agencies and would love to help you scale operations.Learn more about our agency solutions.Resources mentioned in this episode:Joel Klettke on LinkedInJoel Klettke on TwitterCase Study Buddy WebsiteJoanna Wiebe on LinkedInJonathan Dane's Agency Journey EpisodeJoel Klettke's NewsletterKlientBoost WebsiteGray MacKenzie on LinkedInAndrew Dymski on LinkedInZenPilot