Owning the Outcome

Nicole Pereira, CEO of Remotish, joins the show to talk about her team's emphasis on employment experience—and as she points out, employment experience is something small agencies and smaller organizations can derive the MOST value from... it’s not something necessarily reserved for large teams. We talk about the systems and processes that make it happen. Things like career crafting and role progression, entrepreneurial projects and cross-training, work-life integration and intentionally asynchronous communication—and much more.

Agency Unfiltered this week comes with a twist—as we sit down with Ekin Pehlivan, Associate Professor of Marketing at the Martin V. Smith School of Business and Economics at California State University Channel Islands and Leslie Cortes, a student at Cal State Channel Islands. Ekin shares the history of Cal State’s student-led agency—how it started, and why. We dig into the agency's go-to-market, the types of businesses they serve, the services they offer, team structure, process development, and more.

We talk to Dave Scilabro, Chief Growth Officer at harvestROI. Dave digs deep into CRM implementation. He walks us through his team's choice to focus more on CRM implementation as a service. We talk through his team’s definition and approach to systems implementation or migrating between systems, data and its role in successful implementation, how he ensures clean data when rolling out a new system, and the role data plays in enabling departmental handoffs.

In this week’s edition of Agency Unfiltered, we talk to Lara Triozzi, CEO of MarketLauncher. We discuss her focus on prospecting and lead development efforts specifically targeting C-level executives. We talk about the approach other firms need to take for their clients when targeting the C-suite, where and how it intersects with ABM, and how to best identify when C-suite is the right point of contact you need to sell to.We then discuss FANS, or formal account, new success—and the revenue attributed to FANS may surprise you...

Brendan Tolleson and Matt Bolian, co-founders and CEO and CRO of RevPartners grew to the Diamond tier of HubSpot’s Solutions Partner Program faster than any other partner before them. We talk about what RevOps means to their team and the problems they solve by offering RevOps support.

Jonathan Franchell, CEO and Founder of Ironpaper, talks us through his team’s approach to building up their roster of senior leadership positions. He shares his process for assessing the need for various Director-level candidates, how he balances internal and external candidates, and when he knew it was time to add folks that don’t correlate to billable hours.

Brian Shilling, VP of Sales and Client Strategy at TSL Marketing, shares his team’s commitment to “renewing their vows” with HubSpot and the partner program. What does this mean for TSL and their team? How does this change the way they source and manage talent? Brian shares the approach, the early results, and his recommendations for new partners.

Heather Park, Managing Partner at Rent Bridge, joins the show to talk about the PMOS, or Property Management Operating System, the unified property management automation solution built entirely on HubSpot. Heather discusses the experiences that lead to the property management niche, the nuts and bolts of the PMOS, and the balance between templates and custom setup.

Noah Berk, Co-Founder of OBO, joins the show to talk about how his agency was able to consolidate the focus areas and services they offered their clients. Noah talks about the value in pulling back from “full-service”, how he identified what to focus on, and the implications this had on people, process, growth and the client experience.

Alex Moore and Ryan Burkett, senior partners at Stratagon, sit down to talk about people development—more specifically, people development in the newly remote-first world. They share the tools and processes they use for supporting growth, aligning collaborators, and building teams that embrace diverse communication styles and preferences.