Funnel Vision - For Performance-Driven Agencies & Marketers

Full Episode Here - https://youtu.be/b3ea3C6x9_A

Galen Low (Co-Founder at The Digital Project Manager) helps agency owners completely transition out of project management work by leveling up their project managers and enabling them to be self-sufficient. Their training program has certified over 700 agency professionals to date, and helped alleviate 50-75% of project management costs for owners.Their program's first goal is helping PM’s understand the full business picture of what they do and why it’s important. Second is getting rid of the notion that projects run smoothly all the time, and teaching them what to do when issues arise. SEO is a touchy subject right now. The rise of AI and the rapidly changing Google algorithm has left this field in a state of disarray. SEO did magic for the growth of The Digital Project Manager and even the recent changes haven't affected their traffic. Galen attributes this to the fact that their SEO strategy was never about SEO - but simply about creating high value content that people actually want to read.Tune into the full episode to learn how to transition out of operations?HIGHLIGHTS:0:00 Intro2:35 Early course mistakes8:51 Practitioner to teacher 12:17 Common operational problems15:28 How to level up your PM’s20:51 Winning SEO approach in 2024Connect with Galen - https://www.linkedin.com/in/galen-low-digital-transformation-advisor/Connect with Mikael - www.linkedin.com/in/mikaeldia/

Gray MacKenzie (Founder of ZenPilot) saves agencies from constantly hopping between project management tools such as Asana, Monday, ClickUp, Notion, Teamwork, Wrike, Basecamp, Trello etc. They’ve led over 3000 teams to tighten their operations through ClickUp.Before becoming a full-time operations consultancy, Gray ran a separate business that offered a project management platform. When they were sunsetting, they took their existing clients and helped them transition to ClickUp, which is how they landed their initial wins. Their next step to grow to 3000+ clients was content creation around the different use cases that ClickUp offers. Achieving operational excellence comes down to 3 pieces - tools, processes and habits. The toughest part of it all is habits, because unless your team knows they’re being held accountable for their side of the process, everything will quickly fall apart. Gray recommends daily spot checks, as well as scheduled, routine meetings to look at the data and figure out your weakest links.Tune into the full episode to learn how to master ClickUp for your agency!HIGHLIGHTS:0:00 Intro4:30 Growing to 3000 clients5:32 From SaaS to Service 8:34 How to achieve operational success12:01 Some founders HATE project management16:38 Owners shouldn’t work on delivering 20:42 Content-led Growth Connect with Gray - https://www.linkedin.com/in/graymackenzie/Connect with Mikael - www.linkedin.com/in/mikaeldia/

Karl Sakas (Agency Consultant & Executive Coach at Sakas & Company) helps agency owners work less and earn more, while rewarding their best team members. So far he’s worked with over 600 agencies across the globe.It’s safe to say that working less and earning more is a very common goal. Karl adapted this messaging and even wrote a book - Work Less, Earn More - on this particular subject, as it has universal appeal beyond the agency space.Not every agency owner wants an exit. Often we see agency owners wanting to scale to a place where the agency does its own work, instead of them working for the agency all the time. Karl believes that agency owners aren’t necessarily either building a lifestyle agency or an equity agency, and instead have shifting priorities that steer them towards one or the other. Both need help to work less and earn more, as an agency that’s fully dependent on the owner is a tough sell, and an agency that requires constant input doesn’t exactly warrant a great lifestyle.Tune into the full episode to learn how to work less AND earn more!HIGHLIGHTS:0:00 Intro 2:48 Ex boss becomes first client5:17 Work Less, Earn More7:07 Lifestyle agency or equity agency?10:55 Make yourself optional16:08 Proactive prep for an exit 18:46 Clarity is key 21:42 Split the 2 brandsConnect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Karl - https://www.linkedin.com/in/karlsakas/

Full Episode Here - https://youtu.be/85hOIwCkTN4

Jordan Daniel Bell (Founder/CEO of Agency Bell) has managed $100+ Million in ad spend and currently helps companies get more customers with AI-powered advertising. Jordan has been running agencies for 10+ years. During this time he came to the conclusion that the ads space desperately needs to make better targeting decisions and a way to gather and dissect that data. They found that the data sets were very scattered and it was truly difficult to make the right data-driven decisions. They started focusing on attribution data, which led them to build their own automations.His favorite piece of tech was always Zapier, and he dedicated a significant amount of time  mastering the platform and all the benefits it brings. The biggest value add from the get go was seamlessly getting information into CRM. This proved to be no easy task, as the statuses can vary heavily and CRM hygiene is difficult to maintain. Tune into the full episode to learn how to automate your advertising flow!HIGHLIGHTS:0:00 Intro4:20 Make better targeting decisions8:21 The right ad tech stack12:29 Data-driven ad campaigns21:35 Spend more time talking to customers Connect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Jordan - https://www.linkedin.com/in/jordanbell/

Robin Waite (Founder of CourseApp and Fearless Business) helps agency owners stop leaving money on the table, fix their pricing and start growing their businesses to it’s true potential.When Robin was running his web design agency he noticed that there was a ton of friction in their overall process, with deals taking up to 3 months to finalize and ultimately closing without profit. Frustrated with the status quo, he came up with a 1 day branding workshop flow that quickly became a huge success. This made him realize that speed of delivery was the ultimate profit hack and got him 40 new, profitable clients.The answer to your agency's profit problems is almost always productization. Productizing your service isn’t a new concept, but it’s one that many agencies struggle to implement. Robin has identified that the main issue is that agency owners often base their rates according to their own internal value system, which typically isn’t a reflection of your clients value system. When implementing productization, you absolutely need to have a clear understanding of the timeline in which you can deliver - and that number should be as low as possible. Tune into the full episode to learn how to stop leaving money on the table!HIGHLIGHTS:0:00 Intro4:09 Speed of delivery matters 9:25 12x deal size opportunity 16:17 The key to pricing right19:32 “it depends” does it really?23:31 Grow through partnerships Connect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Robin - https://www.linkedin.com/in/robinmwaite/

Tune into the full episode here - https://youtu.be/DQfOaRXV0rw

Marquis Murray (Founder & CEO of Cirface) specializes in elevating the operational efficiency of Marketing & eCommerce teams by streamlining their processes and maximizing technology utilization. He’s also an Asana partner and helps clients get the most out of their platform.With his background in corporate operations, Marquis quickly realized that marketing agencies aren’t typically super efficient when it comes to systems. One of his freelance clients brought him in-house, where he learned that he can fully deliver for their clients. Naturally this led to Marquis starting his own agency. He knew that scrupulous documentation was his best chance at gaining a competitive advantage, so he started getting serious about organization and delegation.When Marquis starts working with a new client, he uses a specific playbook to turn teams from silos into true operators. He calls it the 4 D Framework - Discovery, Design, Deployment and Documentation. This requires a lot of communication, experimentation and teamwork to figure out what makes sense and what needs to stop. Once the workflows look good and everybody agrees, then they document everything and provide ongoing support to make sure things are working.Tune into the full episode to learn how to improve your agency's operations!HIGHLIGHTS:0:00 Intro3:55 From freelancer to agency owner8:41 Eliminate burnout = eliminate friction11:53 the 4 D Framework15:49 Deployment is key 20:39 Start a YouTube channelConnect with Mikael - https://www.linkedin.com/in/mikaeldia/Connect with Marquis - https://www.linkedin.com/in/marquisamurray/

Check out the full conversation here - https://www.youtube.com/watch?v=mbRQg0wjlS8