Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies cover image

Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies

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Mar 9, 2025 • 31min

How to Build an Irreplaceable Agency Through Strong Client Relationships with Charlene Coughlin | Ep #773

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you focusing your energy on growing existing client relationships or acquiring new ones? Building strong client relationships requires a commitment to proactive communication from the very beginning, as today's featured guest clearly demonstrates. Our guest runs a brand agency that prioritizes nurturing and growing client relationships through three key strategies: establishing clear expectations, maintaining proactive communication, and implementing careful qualifying processes to ensure they partner only with the right culture fits. This intentional approach has made her agency irreplaceable to clients. Discover the specific strategies and insights that have contributed to her success in building lasting, valuable client partnerships that stand the test of time. Charlene Coughlin is president and partner at Twist Creative, a thriving brand agency founded by a husband and wife duo who combined their talents in writing and design to create a unique agency focused on brand growth. She discusses how to excel at scaling client accounts by nurturing existing relationships and creating strong partnerships, why she stopped participating in RFPs, and more. In this episode, we’ll discuss: Nurturing relationships vs. landing clients. The art of proactive client communication. RFPs don’t equal quality clients. Building trust through consistent communication. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources Wix: Today’s episode of the Smart Agency Masterclass is sponsored by Wix Studio, the all-in-one platform designed to help agencies scale without the headaches. With intuitive tools, robust native business solutions, and low maintenance, Wix Studio lets your team focus on what matters most—delivering exceptional value to your clients. Ready to take your agency to the next level? Visit wix.com/studio and discover how Wix Studio can transform your workflow, boost profits, and strengthen client relationships. Nurturing Relationships vs. Just Landing Clients Many agencies get caught in the endless task of getting more and more accounts and don’t spend nearly as much time on growing those accounts. For Charlene, the business has always been about relationships. She feels it’s useless to have amazing creative if it won’t get used because relationships go sour. First and foremost, she recommends aiming to understand the client, their motivations, and goals to build a relationship based on really listening to them. By actively listening to clients and demonstrating authentic interest in their success, agencies can transform the traditional vendor-client dynamic into a true partnership built on trust and mutual understanding. This shift fundamentally changes how clients perceive the agency's role. When this transformation occurs, agencies become irreplaceable strategic partners rather than interchangeable service providers. The relationship evolves from clients dictating specific deliverables to collaborative planning sessions where both parties work together on annual goals and budget development. This partnership approach not only secures long-term client retention but also creates opportunities for account growth that far exceed what's possible through constant new business acquisition. The Art of Proactive Client Communication Building strong client partnerships that grow over time requires intentionality from the very beginning of the relationship. Charlene's team implements this philosophy through a proactive approach to client communication that starts during the onboarding process. Rather than reactively waiting for clients to reach out with needs or concerns, they systematically initiate engagement, establishing a foundation of trust and collaboration that benefits both parties. This proactive communication extends even to prospective clients who are still evaluating whether to work with the agency. Through consistent follow-up and responsive answering of questions, potential clients develop clear expectations about the working relationship before making their decision. By the time they commit, the groundwork for effective collaboration has already been established. Setting clear expectations from the outset is crucial to this approach. Charlene's team conducts candid conversations to understand what clients value in agency partnerships and what previous experiences have frustrated them. This transparency acknowledges that challenges will inevitably arise while emphasizing their commitment to navigating difficulties together. Ultimately, ensuring that potential clients align with the agency’s core principles will help you cultivate a more harmonious working relationship. This selectivity not only reduces friction but also enhances the overall experience for both the agency and the client, leading to more productive collaborations. Protecting Your Agency’s Culture by Prioritizing Healthy Client Relationships Establishing client alignment from early on also helps agencies avoid the difficult relationships that arise with clients that are just a bad fit. These are the type of clients that will expect a response at any hour of the day and treat your team poorly. The stress and dissatisfaction that arise from such relationships overshadows the potential for creative opportunities, ultimately resulting in a toxic work environment. For Charlene, these projects are just not worth it and usually require more time and effort than originally estimated. There was a time when her agency was willing to compromise its standards due to financial pressures. However, this mindset only leads to a cycle of negativity, where the agency finds itself mired in challenging relationships that drain energy and resources. By being willing to say "no" to clients who do not respect their team, agencies protect their culture and morale, allowing them to focus on meaningful partnerships that foster growth. Why RFPs Don’t Always Equal Quality Clients Like many agencies, Charlene’s team used to spend hundreds of hours on Requests For Proposals, putting a lot of effort into its content and correct format only to never hear back from these companies. Additionally, the RFP process can inadvertently encourage agencies to engage in practices that undermine the value of their work, like the pressure to provide free spec work to stand out among competitors. This happened to Charlene and her team in 2018 with a project they really wanted to win. However, they only agreed to participate in this RFP after negotiating payment for their spec work. This way they not only got compensated for their time but also demonstrated the value they placed on their creative output. Still, Charlene found that with RFPs the final decision tended to be based on budget more than what each agency offered, which made those clients the wrong fit for her agency. Therefore, they stopped spending time on RFPs altogether as she found this would actually save the agency time and money they could spend in finding actual qualified clients. How Charging for Strategy Pays Off in the Long Run Agencies that sell a Foot-in-the-Door project rather than pitching a big project gain more in the long run. A FIYD is an alternative where agencies propose smaller projects or consultations that allow them to demonstrate their expertise while fostering a collaborative environment. This strategy not only positions the agency as a trusted advisor but also creates a sense of ownership for the client, enhancing their investment in the relationship. It also provides more opportunities for conversations where the agency can find out more about the clients’ issues and what they really need. Creating a foot-in-the-door offer requires a shift to start charging for insights and strategy many are giving away for free. Clients may struggle with the transition from receiving complimentary advice to paying for it. However, this shift is crucial for establishing the agency as a valued partner rather than just a service provider. When clients begin to pay for strategic insights, they are more likely to engage deeply with the process, leading to better outcomes and a stronger relationship. Building Trust Through Consistent Communication In client relationships, anxiety typically arises when communication is lacking. This is why Charlene focuses on building strong connections that extend beyond merely addressing problems to fostering open dialogue. When clients feel comfortable reaching out, it reflects the solid foundation of trust and understanding she has established. Charlene's agency implements a proactive communication strategy, sending regular status updates even when there is little to report. This consistent attentiveness reassures clients that they are valued and their needs are being addressed, creating a true sense of partnership. The results of this approach are evident in client behavior. Not only do clients readily discuss business issues with Charlene, but they also seek her expertise on other matters. This pattern demonstrates how thoughtful communication cultivates relationships where clients feel supported, understood, and confident in the partnership. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.
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Mar 5, 2025 • 20min

Using Acquisition to Grow Your Agency and Expand Your Client Portfolio with Luke Szkudlarek | Ep #772

Luke Szkudlarek, founding partner of What., a Zurich consultancy aiding SMEs and startups, shares his journey from employee to entrepreneur. He discusses the powerful role of acquisitions in agency growth, having successfully integrated three agencies into his portfolio. Luke emphasizes the need for maintaining relationships during transitions and ensuring client trust. He also delves into innovative agency strategies, the importance of personal branding, and how small businesses can thrive outside the influence of big tech.
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Mar 2, 2025 • 19min

Sell Your Agency & Get the Best Deal By Checking Your Ego at the Door with Jordan Choo | Ep #771

Join Jordan Choo, founder of Kogneta and now a 'recovering agency owner,' as he shares his journey of selling his agency. He emphasizes the importance of emotional readiness and leaving ego at the door during the sale process. Jordan reveals how a partnership turned into a lucrative acquisition and discusses overcoming common struggles for agency owners. He also touches on the identity crisis many face post-sale and the necessity of community support as they redefine their careers. Insights on delegation and growth strategies make this conversation invaluable!
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Feb 26, 2025 • 24min

Selling to an Employee: A Unique Approach to an Agency Exit with Eric Holter | Ep #770

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Could an internal succession be the right choice for your eventual agency exit? What could that sort of deal structure look like in order to ensure you’re leaving the agency in the best hands possible? As one agency owner transitioned to out of the agency day-to-day, an unexpected result was an organic exit from the business with an employee buyout. A shining-star employee with the potential to be a great owner was the buyer in mind. Now the challenge was helping him get to a place where he could make the purchase. Listen to the inspiring story of adaptability and structuring the right deal to sell your agency to the right person. Eric Holter is the CEO of Cuberis, a specialized web development firm focused on the museum industry. He shares his journey from studying traditional illustration to working in web development and launching his first web company, the reasons he decided to sell and follow other dreams, and how he ended up owning another agency years later. Eric is also the author of Blazing the Freelance Trail, a roadmap for creatives just getting started that will walk them through five main principles: money, minutes, management, marketing, and motivation and explains their role in creating and running a business. In this episode, we’ll discuss: Client diversification for agency survival. Building a bridge from employee to ownership. The five roles of a CEO. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Going from Freelancer to Agency Owner, Twice! Eric first entered the advertising world as an illustrator using the traditional methods. He was looking for something new after freelancing for a while and knew his skills in letterpress printing and wood engraving wouldn’t pay the bills. However, in 1995 he was quick to adapt to the new era brought by the internet and started his first business. Back then, all his clients were just scrambling to get a website for their businesses. Finding clients was as easy as sending them an email offering his services. This agency grew quickly to 12 employees and then was hit by two major events throughout the years: the dotcom bubble burst and 9/11, prompting a dramatic downsizing. Though the agency gradually recovered, Eric ultimately decided to sell in 2013 looking for a fresh start doing some consulting work. He wanted to help business owners learn how to run their business. One of his clients was Cuberis, whose (then) owner needed guidance in managing the business. What began as a consulting relationship evolved into an unexpected opportunity and Eric eventually purchased the agency. With this, round two of agency ownership began. Learning to Diversify Clients as the Key to Agency Survival That first blow during the dotcom bubble burst helped Eric see the initial model of direct client engagement was no longer viable. Whereas before the referrals just poured in as everyone tried to beat the competition to get a brand new website, he now needs to forge strategic alliances allowing him to continue generating business. He also needed to rethink his focus, so far marked by working primarily with small, brick-and-mortar clients. Instead, the experience gained during several difficult times and subsequent economic downturns taught him that a diverse client base can serve as a buffer against market volatility. An Unexpected Exit: What Decisions Led to Selling the Agency? Eric's decision to sell his agency emerged organically from a series of strategic decisions that began in 2000 when he hired an consultant to enhance his business management skills. In hindsight, investing in professional guidance was the beginning of a journey he hadn't anticipated. Following the consultant's advice, Eric started transitioning from an active role in his agency to developing a resilient organizational structure and empowering employees to operate independently. Initially, this move didn’t have an exit strategy in mind—just sound business practices aimed at improving the agency's efficiency. However, by 2008 he felt there wasn’t much for him to do at the agency, which made him restless. While he contemplated changing up things in the agency to satisfy his entrepreneurial drive, he knew it would just divert from the things that were already working. Ultimately, it became clear that instead of introducing changes just to scratch his entrepreneurial itch, it would be better to sell and move on to new things. Building a Bridge from Employee to Agency Owner When Eric decided to sell his agency, he identified an employee with  the ambition and capability to take over the business. The challenge then became structuring a deal that would make the purchase feasible for this successor. The plan was a five-year buyout with an element of owner’s financing. Basically, Eric increased the employee’s salary so that he could take a portion of this new salary each month and buy shares according to a distribution schedule. Over a five-year period he continued to buy shares as his equity increased. Once he hit a 45% ownership, he would buy the rest all that once through a loan. This structure not only provided the employee with a clear pathway to ownership but also allowed him to acclimate to the responsibilities of ownership without the pressure of an immediate buyout. He was able to learn about the business and develop his leadership skills under Eric’s mentorship. For him, the key to succeeding with this type of structure is to take your time with the process. Ultimately, this was the best decision for the agency and for himself. Eric knew the business was in good hands and he also knew there were other things he wanted to do. He wanted to focus on helping other people run their businesses more efficiently. Not Your Time to Sell? Here are the 5 Roles of a CEO For Eric, not working in the business and feeling isolated from the work being done helped him realize he wanted to sell and move to other things. However, this doesn’t have to be the case for all agency owners. You can successfully make the transition from owner to CEO and find meaning in your new role as long as you understand what that role is. The 5 roles of a CEO are: Grow and mentor the leadership team. To be the face of the company. To set vision and direction. Manage the financials. Be available for key relationships. Whatever you’re doing, make sure they are part of these five roles. If it’s something outside of these, you need to assess whether or not you are the one that should be doing it. If this is something you’re ready to do for your agency, then selling is not the right move and you can continue being part of the business growth. If not, and you already have a plan for what you’ll do after selling, then an acquisition is the best path for you. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.
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Feb 23, 2025 • 18min

Maintaining a Small Client Roster for Big Agency Success with Nick Francis | Ep #769

Nick Francis, Chief Visionary Officer of The Franchise Group, shares his journey from the film industry to strategic marketing. He emphasizes the importance of quality over quantity in client relationships, discussing the advantages of a focused client roster. Nick highlights how strong partnerships lead to consistent, high-quality work and higher retention rates. He also explores redefining success beyond accolades, fostering a motivating workplace culture, and adapting to market changes, including the impact of the pandemic on agency operations.
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Feb 19, 2025 • 21min

Boosting Agency Efficiency with the Help of AI Integration with Manish Dudharejia | Ep #768

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you integrating AI in your agency processes in the most effective ways? What sort of opportunities are you missing by not integrating AI into your agency’s systems and processes? There’s no going back from AI, so you might as well embrace it as it continues to evolve the ever changing agency landscape. While many agencies have begun incorporating AI tools, numerous opportunities remain unexplored, and the technology's full potential is still emerging. Today's featured guest brings unique insights as an agency owner who has fully embraced AI's transformative power. Through his continuous study and practical implementation of AI solutions, he has gained valuable perspectives on how this technology is fundamentally altering agency operations—from team structures to client expectations. Tune in for practical insights for agency leaders looking to harness AI's potential while adapting to the evolving demands of the digital marketplace. Manish Dudharejia is the founder of E2M Solutions, one of the largest white label partners for digital agencies that has established itself as a trusted resource for agencies needing support in website development, e-commerce, SEO, and content creation, particularly in WordPress. Manish is a good friend of the podcast and a repeat guest of the sharing insights on hiring tips for agencies, advice on how to level up your agency, and the right time to use acquisition as a strategy for growth. In this episode, we’ll discuss: AI’s role in agency evolution. Why your agency should stop charging hourly rates. 2 big opportunities for agencies to integrate AI. Subscribe Apple | Spotify | iHeart Radio The Transitional Phase Agencies Face with the Rise of AI It seems as though things shift rapidly in the agency space ever since 1999 when the arrival of the internet forever transformed how we market. One of the biggest shifts in the agency model in recent history is the use of AI. This technology has come to completely revolutionize the internet and, as Manish points out, it’s impossible to ignore. The launch of user-friendly platforms in the early 2000s marked the beginning of a paradigm shift. Businesses quickly became aware of these alternatives, leading to increased competition and a downward pressure on prices as businesses became more informed. Today, we find ourselves in a similar transitional phase. The integration of AI technologies into agency workflows promises to enhance efficiency by automating repetitive tasks, streamlining project management, and optimizing client communications. A more informed and discerning consumer expects personalized experiences and immediate responses. Agencies must adapt their strategies to meet these expectations, leveraging data and insights to create tailored campaigns that resonate with their target audiences.  AI’s Role in Agency Evolution The rise in the use of AI technologies in the industry does not mean this technology will replace agencies. However, agencies that integrate AI will replace those who don’t. What AI can do in agency world is not merely about automation or replacing human effort; rather, it is about enhancing capabilities and redefining the agency-client relationship. Historically, agencies had relied on large teams to execute projects and meet client demands. However, as technology evolves, the need for extensive manpower diminishes and agencies must position themselves as strategic advisors rather than just service providers. Clients are increasingly looking for partners who can address their biggest challenges, not just execute tasks. Additionally, AI is also having an impact on the dynamics of team structures within agencies. Traditionally, growth was synonymous with hiring more staff. However, the advent of AI challenges this idea. Today, agencies can achieve growth without necessarily increasing headcount. This shift encourages a leaner, more agile approach to business operations, where technology complements human expertise rather than replaces it. Why Your Agency Needs to Stop Charging Hourly Rates The advent of artificial intelligence (AI) presents a transformative opportunity for agencies to streamline their processes, reduce delivery times, and ultimately increase their bottom line. This reduction not only improves operational efficiency but also contributes to increased profitability. However, this also means you should reevaluate how you’re charging and how you’re choosing to present the value you’re bringing to clients. With AI's ability to streamline processes and enhance productivity, agencies can significantly reduce the time and resources required for project completion. For instance, if a website that once took 100 hours to develop can now be completed in just 10 hours, agencies risk losing substantial profit if they maintain an hourly billing model. Bottom line, by charging hourly you are losing money by become more efficient. 2 Big Opportunities for Agencies to Integrate AI Fractional AI consultants. Manish sees huge opportunity for agencies that embrace AI consultancy as a crucial strategy to enhance their services, streamline operations, and ultimately drive revenue growth. By hiring fractional AI consultants, agencies can offer specialized guidance to their clients without the burden of fulltime hires. This approach not only allows agencies to enhance their service offerings but also enables them to assist clients in integrating AI into their daily operations. As AI continues to evolve, the demand for expertise in this area will grow, making it a timely investment for agencies looking to differentiate themselves in a competitive market. Responsive SOPs. Traditionally, SOPs serve as static documents that guide team members in their tasks. But how could AI improve this? For his part, Manish is testing dynamic SOPs powered by AI. By feeding existing SOPs into an AI agent, agencies can create a responsive system that provides real-time insights and recommendations. This approach not only enhances the relevance of SOPs but also allows teams to ask specific questions and receive tailored guidance. Using Ai in this way opens up many possibilities like identifying efficiencies as things change. For instance, you can use it to streamline the onboarding process, making it faster and more efficient. Additionally, it could provide valuable insights into client challenges, enabling agencies to respond more effectively and proactively address client needs. This adaptability is crucial in an environment where client expectations are constantly evolving. Furthermore, AI models trained on both public and private data can enhance the quality of SOPs and operational processes. By leveraging the insights generated from these models, agencies can refine their strategies and make more informed decisions, ultimately leading to better outcomes for both the agency and its clients. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.
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Feb 16, 2025 • 18min

Insights on Agency Hiring: Finding the Right Fit and Knowing When It’s Not with Justin Hall | Ep #767

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Have you defined the who in your agency’s growth journey? What are you using to guiding the type of team that will grow your agency to it's full potential? In today’s episode, our featured guest shares his experience of co-founding a digital agency two decades ago with a group of former colleagues. By bringing clients from their previous agency and leveraging a steady stream of referrals, they were able to launch and grow their business. However, he quickly discovered that attracting the right talent—especially individuals excited to join a small, fledgling agency—was far more challenging than expected. Learn the valuable lessons he’s learned about hiring, the qualities he looks for in candidates to drive his agency’s success, and why he emphasizes the importance of acting swiftly when a hire isn’t the right fit. Justin Hall is the co-founder and managing partner of Voxus PR, a B2B tech PR, social media, and content agency based in South Seattle. He shares the story behind how he and his partners transitioned from a larger agency to launching their own, the uncommon support from their former employer during their transition, and what’s he’s learned since about hiring and scaling. In this episode, we’ll discuss: Why asking “who” matters more than “how” in agency growth. Balancing experience vs. potential in agency hiring. Be quick to act if a new hire is not the right fit. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources Smart Pricing Table: Today's episode of the Smart Agency Masterclass is sponsored by Smart Pricing Table, an award-winning proposal software built just for marketing agencies and designed to handle your unique challenges and cut down the time you spend on proposal as much as 90%. Go to smartpricingtable.com/smartagency to see if this is the missing piece your agency needs. Schedule a demo and get 50% OFF for the first two months. An Intentional Agency Backed by the Old Boss Justin’s path to agency ownership was more deliberate than the typical accidental agency owner. He worked at a big agency twenty years ago, where he joined a group of workers who set out on their own to build an agency. Motivated by the idea that they could figure out a better way to do things, this group ventured to start their own business. They had built a reputation for exceptional work, which earned them not just their former boss's blessing, but also the opportunity to bring several existing clients with them. In fact, Justin acknowledges that their old boss’ support played an important role in their eventual success. It’s an extremely rare case scenario and one that was a result of the great work that these workers had done for that agency. Why 'Who' Matters More Than 'How' in Agency Growth When it comes to choosing a niche, Jason believes it’s a mistake to make this decision based on your personal preferences. “Do I love this particular niche?” Is not necessarily the best question to ask yourself when choosing a path for your agency. Instead, this would be a good moment to ask yourself: “Where?” and “Who?” These questions serve as guiding principles for agency leaders, enabling them to empower their teams to make informed decisions autonomously. When agency leaders focus on the destination rather than the minutiae of the journey, they create an environment that fosters initiative and proactive problem-solving among their employees. In this sense, instead of asking HOW can I get my agency to the next level? Ask yourself WHO could help me reach that goal? And WHO do you need to become to not hold the agency back? This mindset of surrounding yourself with the right people who can contribute to the agency's vision and help navigate the complexities of growth should also align with your recruitment strategy. As Justin has learned, leaders should be hiring for initiative and communication rather than merely filling positions based on specific skill sets. Balancing Experience vs Potential in Agency Hiring Once the business was set up and some clients were secured, Justin and his partners faced the challenge of scaling and adding new business responsibilities to the client work they usually handled. Fortunately for them, the referrals poured in during the first several months, so new business was not a concern. On the other hand, finding talent willing to join a small agency was not easy. Unlike larger corporations with specialized roles and departments small agencies require employees to wear multiple hats. As Justin explains, the ideal candidate must not only excel in project management and writing but also be adept at pitching media and communicating effectively. This recruitment challenge prompted a fundamental strategic question: should they prioritize experienced people who could immediately contribute, or invest in developing new, young talent with the right potential? Each approach has its merits. Initially, the partners sought seasoned professionals who could make an instant impact. Yet they quickly discovered that these experienced hires often required significant support and integration. Hence, they now expand their search to also find talented young individuals fresh out of college with the right attitude and potential that could be trained to become valuable team members. The agency has adapted to offer these individuals what they would need to thrive: invested mentors and the right processes to make them the best they can be. Making Hard Choices in Small Agency Leadership Thinking about past hiring mistakes, Justin goes back to the need to fail fast when you’re running a smaller agency. This is true for clients and also for employees. In both cases, you’ll need to say no sometimes and be quick to find out whether or not they’re the right piece in your puzzle. The balance between nurturing talent and recognizing when to make tough decisions is a delicate one that agency leaders must navigate. You may recognize the signs that an employee is just not right for your team but fail to act quickly and hold on to them thinking you can turn things around. It’s human nature to want to fix the problem. For Justin, it depends on whether or not the employee is 100% invested in trying learn and get better. At the end of the day, however, if they’re not capable of fulfilling certain functions in a time-effective manner, then they’re probably the wrong fit. This philosophy is compassionate yet pragmatic. It recognizes that sometimes, the most supportive action is to acknowledge when an employee's skills and the agency's needs are fundamentally misaligned. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.
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4 snips
Feb 12, 2025 • 30min

Growing 5x in Four Years: Selling and Reclaiming the Agency with Alex Polamero | Ep #766

Alex Polamero, founder of Ninestone Partners, shares his remarkable journey of selling and then reclaiming his agency after experiencing burnout. He delves into the challenges of balancing solopreneurship and managing a team. Alex discusses valuable lessons learned from his partnership disputes, emphasizing the importance of clarity and collaboration. He also reveals how he grew his agency back to 5X in just four years by surrounding himself with the right people and focusing on shared values. His insights offer a profound look into the resilience required in agency ownership.
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Feb 9, 2025 • 20min

#1 Thing an Effective Head of Operations Does for an Agency CEO with Jhana Li | Ep #765

In this engaging discussion, Jhana Li, founder of Spyglass Ops, shares her expertise in operational efficiency. She tackles the common growth barriers agency owners face, emphasizing the importance of a skilled operations role. Jhana reveals how to craft an effective hiring funnel and what to expect from an operator's initial 90 days. She provides actionable tips for breaking down operational bottlenecks and highlights the significance of delegating low-value tasks, helping entrepreneurs shift their focus toward strategic growth.
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14 snips
Feb 5, 2025 • 26min

Empowering Your Agency Team: Creating a Clear Growth Path for Success with Warren Wilansky | Ep #764

Warren Wilansky, President and founder of Plank, shares his transformative journey in building a Montreal-based digital agency. He discusses the pivotal mindset shift that enhanced team retention and productivity. Warren also delves into redefining performance reviews, emphasizing supportive feedback and professional growth. He reflects on his evolution from directive owner to empowering CEO, sharing strategies for business development and independent team dynamics. His insights on finding fulfillment through clarity in professional goals are particularly inspiring.

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