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

Why did I almost QUIT my multi-million dollar agency to get a job? It sounds crazy to think that I’d gotten to that point – for many is a measure of success – and was willing to let it go. I needed to learn to plan for the future and create a vision statement for my agency. You see, I envisioned owning a business as the ultimate path to freedom, but it was ending up being the exact opposite. Like most agency owners, I started off wanting a business that provided me with predictability, freedom, and wealth. However, there came a point where I felt like a prisoner to the agency I had created. I was doing EVERYTHING! Every little decision in the agency was going through me. My team was not making a single decision without me and everything was falling on my shoulders. I was stressed out and miserable. It’s easy for agency owners to become overwhelmed by the daily grind. This habit will only take you so far and the agency will eventually plateau. You need to take time to plan for the future and envision the agency you want to build. Your vision dictates your eventual success. Here’s what I want to discuss with you today: The first of two keys that led an agency from barely scraping to being nearly an 8-figure agency. The 5 most important questions which allowed my agency to grow faster while I worked fewer hours. The secret that led to eventually selling my first digital agency to a huge firm. I’ve seen many agency owners skip these steps, but it’s the foundation that your agency is built on and the most important thing we make sure the members of our Agency Mastery do. Subscribe Apple | Spotify | iHeart Radio | Stitcher | Radio FM Setting the Vision for Your Agency I always say running an agency is like getting on a boat with your team. As the captain, you set the course. However, if your team has no idea where you’re going, they’ll keep coming to you to steer the boat in the right direction. After a while, it’ll get pretty frustrating. It happens to a lot of us and things will never truly change for your agency until you figure out the two keys to successfully leading an agency, here's the first one: Communicate your vision. This means not just gathering your team and explaining your vision once. For them to steer the boat even in your absence, you’ll have to communicate that vision often. The Five Most Important Questions Every Agency Owner Should Answer When I say I almost made the decision to take a job a quit the agency I mean I even did interviews. One of those interviewers asked me the most important question I’ve ever been asked and one I encourage you to ask yourself: 1. What do you want to do every day and what do you want to avoid? The answer to this question was the beginning of my vision. I realized I didn’t have to shut down the agency. I just needed to create a vision and plan that allowed me to work on the things I loved and delegate the ones I didn’t want to work on. 2. What type of agency do you want to have? Do you want to have an agency you can one day sell? Then we need to figure out what to do to get it to that point. Do you want to create a lifestyle business where it’s built around your lifestyle and you can do what you want? Do you want an incubator agency where you use the business to build products and companies? Or do you want to be high-priced or high-value, low-price? Deciding the type of agency you want will make it easier for you and your team to make decisions along the way. 3. Where do you want revenue to be in the next year? And in 5 years? After the first 3 to 5 years with the agency, I felt like we were hitting a glass ceiling. I was being reactive to the business coming to me and never thought about where I wanted to take the agency. Once I started thinking about the number I wanted to reach – which was over eight figures – I was able to start formulating a plan. By planning ahead to the number I wanted to reach, I realized I either had to 5x the number of clients I had or 5x my pricing. The first one just wasn’t an option without depleting my team, and if you can’t implement the second then, then you have the wrong clients, which leads me to the next question. 4. What types of clients, industries, and engagements excite you? I was taking on the wrong clients and saying yes to the wrong engagements. One time, the agency took on a client who wanted to build the next big thing for golf. It was an industry we had no experience in and it quickly became apparent the engagement would be a nightmare for all. We kept missing deadlines because we had no prior experience in this industry, the client demanded constant meetings, low budgets and unrealistic timelines; the worst part was that we took time and focus from other clients. It was tough for the team’s morale and made me question everything. This is what took me to the point of considering shutting down the agency and taking a job. Looking back, this could all have been avoided if I’d just been clear about the type of clients we as an agency should be going after. 5. What are the values you’re looking for in your team? I figured we needed to get the right workers to get the job done but went about it the wrong way. I thought if we hired workers from the biggest agencies we would become like them. This turned out to be a big mistake. Coming from a big agency made no difference because the person we hired didn’t share our values, especially being resourceful. I should’ve focused on hiring team members who believed in the same things the agency stood for and shared my vision. So I started by defining our values and what we believed in. This way, we could measure future and current team members on our values. The Ultimate Guide to Unlocking Your Agency's Potential The answers to these questions will become the ultimate guideline for unlocking your agency’s potential. If you’re feeling lost and unsure about why you do what you do, it will be the cause of a lack of clarity. So why haven’t you worked on clearly defining your vision yet? I get that this is probably the last thing you want to do. It’s tedious and you came here to learn how to attract your ideal clients. That will only happen once you define who your perfect clients are, which you can’t do until you define who YOU are.

Is it difficult for you to delegate to your team? Are you still handling everything yourself? Does your team feel empowered to take the initiative or do more work?  If you’re still at the center of everything, it's time to unlearn your old ways and elevate your team. When you do, you'll experience limitless agency growth. Today's guest thought clients expected to work directly with her and therefore found it hard to step away from daily operations. However, she learned to let go of this limiting mindset and embrace collaborative work. It was a humbling experience to see how much empowering her team made everything better. Now she finally gets to focus on strategy, growth, and agency culture. Julianne Fraser is the founder of Dialogue New York, a digital marketing consultancy specializing in building influencer marketing strategies for lifestyle brands. For five years her agency has worked with corporate giants like Adidas and startups like Brooklinen amplifying their stories through influential voices. In this episode, we’ll discuss: Growing agency employee growth paths. Building a collaborative approach to improve client relationships. Elevating your team to develop strategy on their own. Keeping high standards of quality as the agency grows.   Subscribe Apple | Spotify | iHeart Radio | Stitcher | Radio FM 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. What Influenced the Vision for an Influencer Marketing Agency? Julianne got into the industry just as brands started to understand the power of social media. She worked as a consultant at a startup accelerator where she gained valuable insight into the art of building client relationships. In her career, she laid the foundation of strategy work for many startups. Since then, influencer marketing has become a bigger part of marketing budgets. Just last year, investment in this area added up to over $16 million. Working at several companies over the years, she also learned there are varying approaches to influencer marketing. The PR Approach, understanding relationships and creativity but no measurable results, Performance Marketing Approach, where they measure returns but no creative strategy, and the Automated Influencer Marketing Approach. Having done all three approaches throughout her career, Julianne felt there was an opportunity to develop a strategy that incorporated all their benefits. Her agency officially opened its doors in 2017 as a solo venture operating from Julianne's apartment. After 6 months her first hire was someone to handle execution. That time gave her a solid perspective on the ins and outs of all aspects of the operations; this was very useful as she grew her team. How to Develop Agency Employee Growth Paths Julianne felt humbled by the experience of hiring and mentoring a team. It’s been one of the greatest challenges but also one she greatly enjoys. Her view on how to hire, train, and manage has changed with experience. In the beginning, she mostly hired based on skill. Now, however, she’s learned the importance of culture fit and having a team that’s excited to learn. In this sense, she admits to being old school in her approach to employee growth in the agency. Initially, new hires in coordinator junior roles were promoted to associate or manager after a couple of months. Now, however, she crafts her team’s growth by catering to their passions and talents. She credits her business coach for teaching her the benefits of coaching her team for the role they want. Basically, getting people with very different abilities – whether for customer service, negotiations, or systems – on the same growth track will just ensure they’ll get bored and leave. It was a limiting belief based on old-school conceptions of growth and it took years to unlearn it. Now she pinpoints each team member’s zone of genius and develops individual growth plans for them. It has worked wonders and helped her increase retention and creating a great culture at her agency. Building a Collaborative Approach to Improve Client Relationships For the longest time, Julianne was convinced she had to manage all client relationships. Like many agency owners, she believed clients were coming specifically to work with her. It was an old-school limiting belief that got in the way of her agency’s growth. Furthermore, she thought she should be the one developing all the strategy work for clients. Fortunately, she realized the agency would grow by adopting a different approach. Building trust with clients is very important to the relationship, so there was a lot of work put into training. As to the strategy work, instead of doing it from start to finish, Julianne could break it into stages. Bringing in team members with expertise in creative concepts or copywriting transformed the process into a collaborative approach. Today, she is completely out of client management and process. She solely focuses on strategy and growth. It has completely changed her role as an agency owner. It was a humble awakening when Julianne realized she didn’t have to do everything herself and how much stronger the work is when the team collaborates. Elevating Your Agency Team to Develop Strategy On Their Own Julianne believes when teaching her team about strategy, why is more important than how. She explains the why can is related to the answers to these questions: What’s the client’s personality? Who are they reporting to? What do they care about? In their training sessions, she pays special attention to whether her team notices relevant details. For example, if a client feels pressure from their CEO, she asks the follow-up question “How can we ease that for them?” These very subtle elements that don’t feel that important are crucial for Julianne. When it comes to strategy, many agencies churn out the same copy/paste plans. However, Julianne is constantly challenging her team to break out from the norm. For her, every single detail that goes into the strategy must offer some sort of value. Her team puts a lot of effort into building custom strategy for a specific client. Developing a competitive analysis is not that hard but adopting that unique mentality is what really made a difference in the quality of their work. Keeping High Standards of Quality As Your Agency Grows Julianne runs the type of agency where employees are judged more on results than the amount of time spent working. What she does expect of her team is maintaining the quality of work at 95% to 100%. Everything they put out has to be at the level of something she’d created herself or, ideally, better. It’s important to keep high standards of quality as you grow your team and clients because it’s very common for agencies to allow quality to slide as workload increases. Of course, it’s not the same having two clients as having ten but that’s where teamwork and training come in. Be very thorough in your training and ensure your team is constantly striving to provide the best service. For her, strategy is more than just the initial kickoff. They do put together a comprehensive strategy as a roadmap for a year-long engagement. However, she encourages her team to think about what’s coming down the pike every three months. They should ask themselves, is this too simple? Should we reinvigorate with fresh ideas? Do we need to pivot and change? This constant effort of always offering fresh ideas is what Julianne believes retains clients for long periods of time. Do You Want to Transform Your Agency from a Liability to an Asset? If you want to be around amazing agency owners that can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360.  Our agency growth program helps you take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

Can your agency employees make decisions without you? Are you frustrated that you keep putting out fires or re-explaining yourself over and over? Documenting processes isn't the glamorous part of being an agency owner. However, it’s a necessary part of growing your and the first step to exiting daily operations. Today’s guest runs an advisory agency where they help customers achieve profitability by documenting processes. He’ll talk about the biggest mistake agency owners typically make when it comes to documenting processes and how you can tackle this daunting task. Chris Gwinn is the founder of Great Lakes Advisory, an agency that helps digital agencies implement EOS by creating more consistency, productivity, and profitability by documenting their processes and developing KPIs. They also offer customized training to ensure all processes are up to standard. In this episode, we’ll discuss: 3 ways to identify your agency's core processes. How to start documenting agency SOPs. The biggest mistake people make when documenting processes. Subscribe Apple | Spotify | iHeart Radio | Stitcher | Radio FM 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.   The Benefits of Having Clearly Defined Processes In 2015, Chris’ dad was struggling with his business; constantly putting out fires and dealing with personnel issues. He asked Chris to take an objective look at their operations and financials. As he started to dissect operations and interview employees, he quickly found out they had NO did not have any documented processes or training, and didn't measure any KPIs. “It was essentially throwing them in a room and see if they’d figure it out on their own." There was no way to verify whether or not anyone was following processes. His first instinct was to clearly define all the processes and organization. They needed clarity with step-by-step processes that lead to a specific result. It was also important to tie those results to specific KPIs so they could measure outcomes and build training around it. He felt that this plan would help all employees be better prepared to fulfill their tasks. Dissecting the company’s financials and operations to build a process playbook helped him see how processes impact an organization. Employees feel the organization is investing in their professional development. The team becomes less reliant on their managers. At the same time, managers have better visibility into the operations and filled less of a technician role. Finally, having processes in place help the owner step away from daily operations and reduce hours working in the business. 3 Steps for Prioritizing Your Agency's Core Processes If you’re not a detailed, process person, the thought of developing and implementing processes might give you some anxiety. However, you don’t necessarily have to put all the processes in place at once. According to Chris, the idea that you have to document absolutely every part of the operations is wrong. Instead of trying to document every single process, he advises focusing on the highest-impact items. A good way to prioritize your core processes is to separate them according to these categories: Impact. What are the 20% of processes that represent 80% of your agency’s activities and results? For most agencies, this is the sales process and client onboarding. Be sure to standardize these core processes. Priority by headcount. How many people are performing certain processes? If it’s 50 people, then that would be a priority over a process only one person is performing. Frequency. If it’s an ad-hoc process performed quarterly or annually, it ranks lower on the priority list than processes performed weekly or daily. How to Start Documenting Agency SOPs If you ask a salesperson to document what they do, they might not know where to start. Once you have a list of priorities and break it down by the different departments, identify the subject matter expert. Who owns that particular process? It is usually the head of that department. Basically, identify the process owners, the name of the process, how frequently it is performed, and how long it takes to perform. From there, you can share additional information, applications, or resources and outline the simple steps. The idea is to create a resource that one person can follow from beginning to end without having to reach out to another person or another department. The goal of an SOP is to always achieve the same result or outcome by following the same steps. Biggest Mistake People Make When Documenting Processes Overall, the biggest mistake Chris sees when it comes to documenting processes is thinking it has to be perfect from the start. In those cases, people spend way too much time trying to perfect their SOPs rather than making them available. Documenting your processes is an evolving process. The agency processes when you have 5 employees won’t necessarily be the same as when there is a team of 50. Set clear expectations of how the processes are likely to change and create areas of accountability for the people responsible for documenting their core processes. Finally, set a cadence of reviewing those processes every year or every six months to ensure they’re all up to date. Do You Want to Transform Your Agency from a Liability to an Asset? If you want to be around amazing agency owners that can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360.  Our agency growth program helps you take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

Are you struggling to connect the dots between agency services and the results you drive for clients? Do you produce leads for clients without being sure if they're following up? What about your own marketing efforts? Do you have a process in place for outreach and follow-up? Throwing money at marketing initiatives without correctly measuring their performance can leave agencies with unanswered questions and uncertainty. An effective CRM is the answer; which is why today's guest has specialized in helping agencies enhance their sales process with the right tools. In this interview, he talks about some common mistakes agencies make with follow-up and processes and how they can improve. Jason Kramer is the founder of Cultivize, a marketing technology company that helps B2B businesses and digital agencies streamline their sales and marketing process and retain more clients. He’s one of the world's few certified strategists and implementers for the SharpSpring platform. In this episode, we’ll discuss: What to look for in a good CRM platform. Why agencies should insist clients use a CRM. How to improve your agency sales follow-up process.   Subscribe Apple | Spotify | iHeart Radio | Stitcher | Radio FM 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. Podcast Takeover!! Get to know your Smart Agency Guest Host: Dr. Jeremy Weisz is the co-founder of Rise25, an agency that helps companies launch and run podcasts profitably. He followed Jason’s podcast and eventually joined the mastermind and has been a guest on the podcast before. Today, he’s helping Jason bring something new to the Smart Agency podcast audience by interviewing a special guest and getting a new perspective to the show.   Changing Your Niche to Adapt to the Market Back in 2001, Jason Kramer was working at an agency in New York with big clients like Virgin Atlantic Airways. After 9/11, the agency went from 60+ people to 14 people very quickly. At the time, he was already doing some freelance work on the side so his choices seemed clear. He could either go work for another big agency or he could start his own business. That decision led to starting his first agency, focused on web development services. After a while, it became harder to sustain his business with the emergence of new tools that made website design more accessible. He eventually sold that agency. In his new agency, Jason and his team help B2B businesses and agencies streamline their sales and marketing process and are top Sharpspring integrators. Technology alone doesn’t solve problems, so Jason's secret sauce is leveraging his experience in order to identify pain points in his clients' processes. Next, they pair clients up with the right technology to meet their goals. The challenge is having the right team to adopt the technology. It’s a lot of moving parts and Jason’s key to success is his team’s hands-on approach. They’re involved from the very beginning and have a deep understanding of how to customize technology to reach clients' goals. What to Look for in a Good CRM Platform When they first start working with Cutlivize, many clients don't have CRM technology in place.  So the first step is to analyze whether or not a SharpSpring is a good fit. Their criteria for a good CRM include intuitive adoption for new users, affordability, and fully inclusive of add-on capabilities. Most of their clientele doesn't have a CRM and is starting from scratch with SharpSpring. About 30% of their clients transition from another CRM platform to SharpSpring with their help. However, that 30% usually needs some convincing to consider the idea of migrating to a new system. When clients are using another platform, they’ve usually stuck to that technology simply because they’ve been using it for a long time. Some clients are using dated systems and worry they won’t be able to export their data. Another big concern is training the client team on a new CRM. In those cases, Jason asks to see how the company uses this technology on a daily basis. The majority of clients discover they’re not actually using the technology as much as they thought. Whatever the concerns, the most important element to ensure a successful migration will be that the sales team is a part of that conversation.   Why Agencies Should Insist Clients Use a CRM The Cultivate team has worked with over 30 agencies helping their clients get more out of a CRM for their clients. Jason says those agencies are leaving money on the table because any agency is only half the equation. They’re normally getting leads into the organization. However, it’s up to the client to actually talk to those clients, close the deal, and report the results of those leads. You can effectively track your results for clients if they aren't tracking things on their end as well. According to Jason, agencies that don’t offer a CRM platform service struggle because the clients don’t follow through on those leads. This ultimately affects the results clients see and they will continue to shift agencies. In reality, the problem is the client doesn’t have a system in place to track everything. For these cases, Jason’s team offer to help with strategic planning and integrating the CRM so they can have transparency to show what’s actually working. Additionally, based on their model, it can work as an additional passive revenue stream for the agency. The agency offers value to the client and gets an additional revenue stream for something their team doesn’t even have to touch. How to Create an Effective Agency Sales Follow-Up Process Typically, when Jason’s team comes in to assess a company they find there’s some sort of follow-up process. However, it tends to be inconsistent. Most have no rhyme or reason for their outreach efforts. On the other hand, there are some who are too aggressive with their outreach. They make multiple attempts every week, making phone calls and sending emails, which quickly turns people off. Generally speaking, follow-up should be done in a way that is ethical but also friendly and not overbearing. Additionally, these interactions should be tracked. If you sent 50 quotes, how many of those are likely to close? Which ones do you still need to follow up with? At the end of the day, you want to sell, not be stuck with mundane emails forever. That’s why a follow-up process is so important. Prepare templates to ensure you’re sending emails that provide value and a reason for reaching out. This empowers the sales team and makes their outreach more effective. What Can You Do to Improve? Understand their goals. The best way to help your client make a decision is to understand them and their business. It can take a few months to get a client going and excited to work with you. If that client usually has a very busy summer season, for instance, explain that your process can take up to three months to get ramped up. Therefore, it's important to get started three months or more before that busy summer season. Providing value and education. Instead of sending back-to-back messages asking when they’re going to make a decision, you can explain a little bit about your process, how it’s done, and why you’ll need a certain amount of time to do it. Educating the client and providing information is helpful without being pushy. Do You Want to Transform Your Agency from a Liability to an Asset? If you want to be around amazing agency owners that can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360.  Our agency growth program enables you to take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

Do you lack a clear vision for your agency? Communicating the vision is the best way to empower your agency team. An unclear vision leads to a lack of direction and makes it more difficult to scale your digital agency. Today's guest has grown his agency to nearly 8-figures and admits only recently things have become more clear. He expands on how a lack of direction was one of his first mistakes with the agency and how he has been getting through rough times thanks to the support of other entrepreneurs. Ryan Kutscher is the founder and CEO of Circus Maximus, an advertising agency focused on brand narrative and content creation. They are entrepreneurs, branding, and advertising specialists led by a constant team of proven professionals. As an entrepreneur, Ryan’s passion is building brands, telling unique stories, and creating scalable systems that help brands grow long-term. In this interview, we’ll discuss: How to be the beneficiary of your own hard work. An unclear vision leads to a lack of direction for the team. 2 ways to stop being the problem solver and empower your team. Finding the right support to get your agency through hard times.   Subscribe Apple | Spotify | iHeart Radio | Stitcher | Radio FM 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.   How to Be the Beneficiary of Your Own Hard Work Prior to starting his agency, Ryan had freelanced and worked at several good agencies as a creative, so he knew the industry. At some point though, he felt he had to at least try to have the American dream of owning his own business. This way he would be the benefactor of the hard work he’d been putting in. Additionally, at that point his career was about smaller goals like selling ad campaigns, being a Creative Director, and becoming a CEO. It seemed all those goals were leading to him wanting to own the business that generates the ideas. Initially, Ryan had a business partner who specialized in strategy. They figured a strategist and a creative would make a great agency partnership. However, it wasn’t as successful as they’d thought because they didn’t create a pipeline based on their specialties. Instead, it felt like they were running two separate businesses under the same name. This wasn’t the vision he had for his agency and he wasn’t able to do the things he enjoyed and is good at. He realized he needed to give it a try on his own. An Unclear Vision Leads to a Lack of Direction The first couple of years after starting the agency Ryan had no real vision. When you go into a market you should have a clear message, target audience, and specific offer. Ryan didn’t have any of this and just jumped in knowing he is good at advertising. He realized in order to build the agency he wanted, he needed processes, pipelines, and people that would bring his vision to life. The first step was clearly defining the vision, followed by communicating that vision to everyone in the agency. He found that communicating the vision led to attracting the right people for his team. He’s made a lot of progress since taking that first step. However, as the owner, he still felt he was constantly making adjustments and imprisoned by the agency. Defining lack of direction. Making so much progress but still feeling trapped in the business is a sign of a lack of direction. For Ryan, having a lack of direction felt like the agency was running him. He had no way to identify what was going right or wrong and had no clarity on all the moving parts. If you don’t know what’s going wrong, what to do to improve it, and how to measure it, you don’t have a clear vision. Good or bad, you should know why certain things at happening at your agency. 2 Ways to Stop Being the Problem Solver and Empower Your Team A lot of agency owners make the mistake of solving their team's problems rather than empowering them to make decisions. To prevent this, start showing your team how to be more proactive in looking for solutions. For instance, Jason recommends using the 1-3-1 rule. That is, when an employee comes to you with a problem, they should prepare three possible solutions and the one option they like best.  Practicing this enough will help them learn they already know the right answer and they can stop coming to you for it. The Socratic Method. Ryan uses this method which basically consists of asking questions. The idea is that, through these questions, you can guide someone to see they already know the answer. It's a way of walking them toward it on their own rather than providing it for them. For this method, you have to fight the instinct to just give your team the solution. Once you empower your team, you’ll be free to start acting as the agency’s CEO and exit the day-to-day operations. Where to Find Support to Help Overcome Hard Times After ten years of being an agency owner, Ryan admits some things are just now becoming clear. It’s definitely not been a linear journey. In fact, this year has been difficult so far with things that were working very well last year but no longer work anymore. So what is he doing to get through rough patches? Speaking with other CEOs has helped him feel reassured. Joining an entrepreneur group provides reassurance that you’re not the only one struggling. It can also provide you with different perspectives on ways to attack the problem. Plus, these are conversations you wouldn’t be able to have with other executives at the agency. It also helps Ryan feel even more committed to his decision of becoming an entrepreneur. He could go back to working for somebody else but despite tough times, entrepreneurship is what he really wants. 2 Strategies to Get Your Agency Through a Rough Patch Owning an agency and dealing with all the unpredictability can be all-consuming and overwhelming. However, Ryan advises that when you find yourself in a rough patch in your agency journey, take your time before making a big decision. It’s important to step back, take a breath, and assess instead of overreacting. This allows you to create a strategy and feel confident executing it. Outcomes are never guaranteed, but having a plan gives you a much better chance of success.  And being proactive is better than just waiting for things to turn around. Another good way to get through tough times is to ask yourself if your agency is bought tomorrow, what would the buyer change? That’s what you should be focusing on. Agency owners are often reactive to the concerns of the moment and forget to be proactive to get ahead. Growth and challenges come in phases that are often unpredictable but resourceful people will always figure it out. Do You Want to Transform Your Agency from a Liability to an Asset? If you want to be around amazing agency owners that can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360.  Our agency growth program helps you take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

Have you considered hiring remotely to help cut costs? Where would you look for remote employees that are still a good culture fit? Finding the right talent can be very challenging even if you’re looking locally. Trying to find great talent in a different country could be next to impossible without the right help. Today’s guests run an agency that offers white-label services and runs highly efficient recruitment services for US companies. They’ve perfected a process to find the best talent in Latin American countries and connect them to small and medium US companies looking to source top talent. They’ll reveal the basic parameters they consider as part of their recruitment process and how they match candidates according to their clients’ needs. Carlos Corredor & Antonio Santana are the co-founders of Condor Agency, a digital marketing agency that helps US companies become more competitive by leveraging the best talent in Latin America. They serve as an agency partner that offers managing services and also recruits talent directly for their clients. In this episode, we’ll discuss: Finding a gap in the market and providing high-quality services. Tapping into the Latin American market to source top agency talent. Understanding clients' needs and best interests.   Subscribe Apple | Spotify | iHeart Radio | Stitcher | Radio FM Sponsors and Resources Dot & Co: Today's episode of the Smart Agency Masterclass is sponsored by Dot & Co, client management specialists that will help digital marketing agencies keep their clients happy. With the help of their knowledgeable account managers, agency owners can step away from the day-to-day and focus on driving results. Check out dotandcompany.co/smartagency and get 20% off your first month working with them. Podcast Takeover!! Get to know your Smart Agency Guest Host: Dr. Jeremy Weisz is the co-founder of Rise25, an agency that helps companies launch and run podcasts profitably. He followed Jason’s podcast and eventually joined the mastermind and has been a guest on the podcast before. Today, he’s helping Jason bring something new to the Smart Agency podcast audience by interviewing a special guest and getting a new perspective to the show.   Finding a Gap in the Market and Providing High-Quality Options Over ten years ago, Carlos and Antonio were on the client side of the business, unimpressed by the quality of the work from agencies. Some didn’t understand their business and took forever to deliver results. Fortune 1,000 companies and other big clients get most of the agency's attention. Seeing the low quality of service agencies provided for small and medium businesses, they realized there was an opportunity to serve that sector. Their agency, Condor, began as a managed services agency that worked with B2B companies in consulting, finance, and IT. They leveraged Latin American talent to help small and medium US companies grow. Years later, as things changed with the pandemic and people seemed more open to the idea of hiring remote talent they also started recruiting directly for their clients. Their recruiting service is targeted at agencies, offering an opportunity for smaller agencies to find skilled talent at more affordable rates. Connecting US Companies with Untapped Latin American Talent Coming from Venezuela where salaries were much lower, Carlos and Antonio were struck by the cost of agency work. This was especially shocking considering how little attention agencies pay to small and medium clients. However, they had a lot to learn from the US market. Living in Chicago, they could see agencies delivering top-notch, specialized work. Nonetheless, they paid much more attention to the bigger clients. As a result, smaller clients were not seeing the same level of service or results. They were built to serve Fortune 1,000 clients, charging around $200 an hour or more. They were also very well structured, with dedicated teams handling the different service areas. Hence, if they were serious about entering the agency space, Carlos and Antonio needed to play in the same league. They needed to offer quality and speed in order to be competitive in the US market. Additionally, they understood Latin America is a great source of untapped talent that most US agencies hadn’t considered. At first, they struggled with employee retention and learning to be leaders. With time, they developed a solid recruitment system. Prioritizing Soft Kills and a Good Culture Fit for Agency Roles As an agency constantly looking for talent, Condor has a scoring system to assess candidates’ skills. One of the most important factors is proficiency in the English language. These candidates are referred to American companies so they must be able to maintain conversations and provide clear explanations. Soft skills are also highly valued, as well as being a good culture fit. They’d rather hire someone who is passionate about learning and improving than someone with the right skills who’s just going through the motions. Ideal candidates are excited to be challenged and willing to learn from their mistakes. They look for a winning mentality, not necessarily about never losing but taking the right lessons. For the technical skills, they have a number of tests based on the needed skills required by clients. Condor's clients are agencies looking to fill positions such as account managers, paid media analysts, designers, email marketers, and SEO experts with 3+ years of experience. However, sometimes clients are willing to take candidates with less experience but with great personalities and a willingness to learn. It just depends on their urgency to fill the position and how much training is necessary. The Five Steps to Source the Best Agency Talent in the Latin American Market  Carlos and Antonio developed a layered process meant to assess many aspects and weed out uncommitted candidates. LinkedIn messages. To start, they have a dedicated team to contact people through LinkedIn. This team messages about 1,000 people yielding about 100 responses. Basic information. Before an interview, candidates fill out a form with basic questions like salary expectations. First interview. Candidates get scored on a scale from 0-5. Those who pass the first interview with a score of 3 or better go on to the next step of the process. The test. Selected candidates are tested in a simulation scenario in order to demonstrate their skills or solve a complex issue. The panel interview. The leadership team interviews the candidate in a panel format. They ask them situational questions and it's a much more candid-style interview where candidates tend to be very honest and transparent. They weed out candidates who are not a good fit by following this 5-step process. This way, they’re able to refer at least five great candidates to their US clients. Their process has come a long way; 3 years ago it would take them a couple of months to find one qualified candidate. Now that they’ve perfected the process, it takes them about two weeks to get 5. Understanding Clients' Needs and Best Interests Once a client comes to them, how do they know whether to stick to offering recruiting services or offering agency services? A big factor for them is whether they have the bandwidth and expertise the client needs. If they do, especially when it comes to management, then it makes sense to offer their in-house services. If not, they offer to build a team ready to perform and dedicated to that client. Ultimately, the goal is to help clients save time with a plug-and-play team that knows what they’re doing to achieve successful results. Do You Want to Transform Your Agency from a Liability to an Asset? If you want to be around amazing agency owners that can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360.  Our agency growth program helps you take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

Are you letting fear stand in the way of success? Have you ever lost a big opportunity because you wanted it too badly? Are you guilty of skipping your own processes only to have it bite you in the ass down the road? Often time entrepreneurs get overly focused on a specific outcome and ignore the bigger picture. Today’s guest has started many businesses with more than half being lessons on what not to do. He shares several of those lessons and the most important, million-dollar lesson that helped him get over his fear, trust the process, and double the agency's MRR. Derrick Kuhn is the Founder and Managing Director of Brillity Digital, a full-service digital marketing agency. He’s had a total of eleven businesses over the years and considers Brillity to be the culmination of everything he has learned. Now he leverages that experience into an agency that combines business consulting with a true digital marketing strategy. In this interview, we’ll discuss: The $1 million lesson of not niching down early enough. Losing a big opportunity and respecting the process. Listen more and talk less to increase agency sales tenfold. Subscribe Apple | Spotify | iHeart Radio | Stitcher | Radio FM Sponsors and Resources Dot & Co: Today's episode of the Smart Agency Masterclass is sponsored by Dot & Co, client management specialists that will help digital marketing agencies keep their clients happy. With the help of their knowledgeable account managers, agency owners can step away from the day-to-day and focus on driving results. Check out dotandcompany.co/smartagency and get 20% off your first month working with them.   Growing Up with a Passion for Business Derrick always wanted to be an entrepreneur, taking after his dad, who was a mega-success in the corporate world. Growing up seeing his dad’s business success infused a passion for becoming an entrepreneur. His first opportunity came right before graduating from college. Some of his friends were programming geniuses but had no idea how to run a business. They had around $100,000 in uncollected Accounts Receivables and needed his help. He collected most of it in about a week just by taking action. It didn’t take massive business skill but he knew he had what it took to make it as an entrepreneur. The Million Dollar Lesson of Not Niching Down Early Enough Derrick warns us to be careful of getting overly focused on a specific outcome versus the larger picture. Some agency owners put on horse blinders and will step over a $1 Million opportunity while looking for the $100,000 one. Opportunities in the digital space are infinite. There’s no use in saying only one tool or path will get you to success when that is constantly changing. People who focus on only one way to do things and don’t adapt will not find the success they want. However, on the opposite side are the agency owners chasing 1,000 things at once. This was one of Derrick’s mistakes. In his last agency, he found great success in the healthcare space. They grew tremendously within that niche accumulating a lot of expertise and a good reputation. However, he didn’t recognize the golden opportunity to stay in a high-demand niche market. On the contrary, after separating from his agency partners and starting his current agency, he decided to cast a wide net to land clients in a variety of industries. Looking back, walking away from the equity he built in an established niche was a wasted opportunity. Derrick says he abandoned his niche because it was the first time he was a solo agency owner without partners and felt fearless. Being responsible for his team he knew immediate cash flow was super important, but in his haste to grow the new agency, he overlooked the value he'd already built in the healthcare niche. In his mind, once he figured out the new business he’d go back to the idea of specializing. Nonetheless, he did end up losing valuable time establishing his new agency's expertise. A Lesson on Respecting Your Agency's Sales Processes After analyzing strategies for engaging new prospects, Derrick decided to put them through what he calls the Apex Strategy Process. Basically, this is a stage to set expectations, do research, map out the ROI, etc. Unfortunately, when the agency had an opportunity to get what would’ve been its biggest client in years, the team got too excited and skipped this step. They went straight for the close on a big contract and wound up losing it. At that moment, Derrick decided every sales process, marketing, etc. needs to be funneled in through this strategy. Prospects who don’t want to go through the process are not ideal candidates to work with the agency. It soon paid off. By committing to the strategy, agency sales increased tenfold. The lesson is -- respect your own processes! Why Asking a Lot of Questions is a Key Part of Sales Part of Derrick’s strategy to succeed with clients is asking a lot of questions. When it comes to sales, success increases when prospects spend more time talking and you spend more time listening. There’s value in asking questions and actually listening to clients. The more they talk, the greater chance they’re likely to buy. A lot of agency owners will chat with the prospect and think they immediately know what they need. However, if you jump to tell them what they need to do right away they likely won’t believe it. Instead, ask detailed questions and try to understand their business first. Naturally, the conversation will lead to saying, “Based on what you told me, I believe we should do…” That way, they’ll see you’re coming from a place of authority in the business and follow your lead. In fact, taking the time to listen will lead to more insightful questions. A correct diagnosis only comes from asking the right questions and really listening to the answers. Harness the Fear and Trust the Process Derrick has learned to take his time before making big decisions and letting his panicked mind settle down. Taking the time to consider big moves helps you feel more empowered to hold the course after the decision. After losing that big deal, the pivotal point in Derrick's mental shift was a conversation with Jason that regained his confidence. Derrick realized he had a great process in place but he hadn't fully committed to it. He let his fear of losing the prospect cloud his judgment of how he knew things should be done. Does this mean he now leads his agency without fear? There will always be moments of self-doubt. However, fear, like stress, can be very powerful when harnessed correctly. Taking the time to think about your response to a situation and trust your processes is how you can harness the fear. Do You Want to Transform Your Agency from a Liability to an Asset? If you want to be around amazing agency owners that can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360.  Our agency growth program helps you take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

Are you considering adding video services to your digital agency? Do you use video as part of your agency marketing strategy? Do you know how to leverage the power of video for you and your clients? Video is an integral part of any successful marketing strategy; particularly when video case stories are included. Nothing engages an audience as effectively as video content. Furthermore, it’s a great way to showcase your brand's personality, build authority, and improve SEO. As a video marketer, today’s guest understands that people remember, share, and buy stories. He shares what many people get wrong when they roll out video content and the best way to get fast results with video marketing. Ian Garlic is the founder of Story Crews, a video marketing agency that helps clients tell their stories in video. His team focuses on collecting, crafting, and delivering emotional video stories that help his clients get more leads, better clients, and more sales. He’s also the creator of the Garlic Marketing Show and Authentic Web Agency. In this episode, we’ll discuss: Why is video the best foot-in-the-door offer for your agency? How video helps with client retention. The best approach to add video services to your agency. Subscribe Apple | Spotify | iHeart Radio | Stitcher | Radio FM 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.   Leveraging the Power of Video Stories to Sell Results Fifteen years ago, Ian was working for Thomson Reuters as an SEO consultant in Long Island. He had left his career in commercial real estate to pursue his passion for marketing but was not doing well at all. Looking at what the best consultants in the company did, he realized they all collected stories they would later use while selling. To change things up, Ian decided he would collect those stories in video. With video, it's easier to convey emotion and more easily show people what they need to see. This strategy was the move that transformed everything for Ian. He was no longer selling websites or SEO, he was selling results. After adding video to his strategy, Ian quickly grew to be among the top-ranked in the company for the next few months. However, he started noticing all marketing looked the same, which made clients hungry for something different. Luckily, this was back in 2007-2008 after Google purchased YouTube, and Ian knew this would change everything. Shortly after, he left the company to start his own digital agency. What Makes Video the Best Foot-in-the-Door Offer? Ian believes video is one of the best foot-in-the-doors offers that exist. With video case stories, the client talks about themselves. Most like video format and it is approved quickly. Clients get results quickly from the video too. It just comes down to having the right systems. When done the right way, video as a foot-in-the-door offer is an effective way to gain more clients because the content is 100% unique. Furthermore, doing shoots with a client means spending the day with them strategizing, which will make them feel like you’re an extension of their business. It’s an opportunity to improve your clients’ results by really diving deep into their business. How Video Helps With Client Retention At his agency, Ian started selling websites and SEO, with the video strategy as just part of the package. However, slowly his clients began to realize the power of video. They feel video built their authority in the industry and helped elevate the know, like, and trust factor by being genuine. Videos can quickly become the best metric to measure success. Ian's agency sends clients very detailed reports – which most don't read. However, bringing eager customers to your clients thanks to video content is what keeps them coming back. Starting with the Right Strategy to Get Fast Results with Video Many people start uploading videos to YouTube one day because they have a great idea and want to try it out. Very few, however, have a strategy behind that video content, which means they ultimately don’t see results. According to Ian, people don’t get results fast enough because they start too far from the right place. Even Gary Vaynerchuck made nothing from YouTube for a couple of years. However, he had the determination, money, and time to keep going. Most people give up after not seeing results for the first six months. That’s why Ian starts with video case stories, which get people results faster. Nonetheless, faster results don’t mean clients get an influx of cold traffic right away. It can be six months before they start seeing results and one year until they have a successful YouTube channel. For agencies, one of the most common issues is speaking to the real problems of your target audience. Agencies tend to go for videos aimed at the masses in order to get a lot of views. However, the masses aren’t the ones who hire digital agencies. The Best Approach to Add Video Services to Your Agency You don’t need movie-level production equipment to start adding video to your services. According to Ian, you’re better off starting with a partner when it comes to adding any service. This way, you can focus on what you do best and have the proper guidance to integrate the new service into your agency. There are 3 ways to add video services: Build a production team. This is what Ian calls the hard option. You’ll need to have a strategy to sell it and hire at least five people to form three departments for production. You need a pre-production team to take care of timing, scheduling, location, etc; videographers for your production team, and a post-production team. It’s overwhelming and it's a process that took Ian years. Hire film contractors. The second way to approach this is to hire videographers to handle all aspects of the process. You can find a few good ones in your search. The problem, however, is figuring out how to sell or package the offer, knowing timelines, and how to price it properly. Find a partner. This is usually the best way to start out with a new service. Find the support of a partner with experience in the field who can help you integrate it into your agency. You can focus on what you do best and use the new service as a differentiator. Do You Want to Transform Your Agency from a Liability to an Asset? If you want to be around amazing agency owners that can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360.  Our agency growth program enables you to take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

Are you trying to grow your agency fast? Trying to posture as a big agency to impress clients? There are a lot of big decisions to make when you're growing. However, you could be making mistakes that actually hold back agency growth. Today’s guest learned some lessons from growing too quickly the first time. He shares what he learned and how he overcame it to grow more consistently. He talks about leaning too hard into vanity metrics and hiring a team too soon as well as which roles to hire first. Christopher Marrano is the founder of Blue Water Marketing, a digital agency that works with direct-to-consumer brands to generate sales using SEO, Google ads, and Facebook ads. Chris started his agency focusing on SEO and grew quickly solely with referrals. However, he did not know which systems to implement to scale and it almost failed as a result. He soon learned from his mistakes and now has a successful agency that continues to grow. In this interview, we’ll discuss: The downside of growing too quickly. Why you shouldn’t get sidetracked by vanity metrics. Why sales should always come first. A strategy to fill your agency’s pipeline by trusting your results. Subscribe Apple | Spotify | iHeart Radio | Stitcher | Radio FM Sponsors and Resources Dot & Co: Today's episode of the Smart Agency Masterclass is sponsored by Dot & Co, client management specialists that will help digital marketing agencies keep their clients happy. With the help of their knowledgeable account managers, agency owners can step away from the day-to-day and focus on driving results. Check out dotandcompany.co/smartagency and get 20% off your first month working with them.   The Downside of Growing Your Agency Too Quickly  In 2010, Chris was fresh out of college and into a job market still feeling the impact of the '08 crash. Finding his first job after studying advertising took longer than expected, he ended up working at a pretty prominent agency. He worked on big accounts like Lending Tree, Match.com, and National Geographic. It was the perfect preparation for the complexities of agency work. Since the digital revolution hadn’t taken the world by storm yet, he was still working on traditional media. He later worked on the client side while learning more about the new digital technologies. Eventually, he needed a break from the corporate ladder and started to freelance, which led to his starting Blue Water Marketing in 2016. Chris’ agency broke the six-figure mark very quickly. After reaching that milestone, he went straight to renting an office, hiring a team, and focusing on a niche. However, within a year everything came crumbling down. He was forced to lay off his team, working alone in that office space with the one client he’d had from the start. This led him to question the decision to even start the agency. Are You Getting Sidetracked by Vanity Metrics? Vanity metrics have always been a thing. Even when Jason was growing his first agency, conversations with other agency owners would eventually lead to asking “How many employees do you have?”. If they didn’t have 50 or 100 employees, they would posture based on media spend or revenue. Looking back, it never really mattered -- it's more about the value you provide not the size of your team. That said, there are still people that see a big office and a big team as indicators of a successful agency. However, the move to virtual meetings has made it so that in-person client visits are few and far between. The problem wasn’t his vision but rather giving too much value to vanity metrics. Nowadays, his vision hasn’t actually changed much since that first attempt. In fact, maintaining that vision is what helped him get through the difficult times. He let himself get carried away by the vanity of being perceived as a legitimate business. Having a team and an office made clients take his agency seriously and, he thought, would help attract more clients. It was sort of the Field of Dreams approach of “if you build it, they will come.” Chris still values having his team work in the office, for at least part of the week. But now it’s not about the vanity metrics but rather because he likes the camaraderie and relationships the team can only build while working in the same space. Defining Your Worth as Agency Owner When everything was crumbling at his agency, Chris took a step back to figure out what went wrong. He brought in a person to work with him on an effective way to grow and scale the agency. They knew there was something there but first, they had to figure out the why behind the failure. This person is now his agency business partner and they’ve continued to focus on things they can improve each quarter. They also work hard to identify and speak to a unique audience and develop effective processes for their teams. From that experience, Chris learned measuring his self-worth based on competitors' and clients' perceptions isn't good for the business. Currently, he focuses more on team unity and growing effectively while providing the best service. Who to Hire First and Why Sales Are the Key to Agency Survival One of the first mistakes Chris made after growing quickly was focusing on hiring for the wrong roles. Once he had an office space, he hired four people. The first was a graphic designer. Looking back, he realizes this was a big mistake because his agency did not offer those services. He also hired a website designer, a Google Ads expert, and an account manager. If he could go back and do it all over again, now knows sales is the key to survival. At the time, it felt important to hire for fulfillment but that is pointless if you don't have any clients. He realizes he should have approached it differently, focusing on getting the clients first and then hiring the staff as the work grew. Sales always need to come first, followed by delivery. A Strategy To Help Fill Your Agency's Pipeline Another thing that really helped the agency grow is having enough confidence to ask clients for testimonials. Chris needed to learn to trust the relationships he has with clients and that they would feel comfortable recording testimonial videos. They start with a list of ten questions and let the client focus on the ones most important for them. The end result was some very powerful videos about the results achieved by the agency. They have built custom landing pages based on what the topic of the client videos and post them on Instagram and Facebook. This strategy was a game changer when it came to the agency's pipeline. Now they have a predictable pipeline of prospects that they can pick and choose. One month they may onboard five big accounts and the next they may take no new clients while they focus on the new ones. Do You Want to Transform Your Agency from a Liability to an Asset? If you want to be around amazing agency owners that can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360.  Our agency growth program helps you take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

Do you charge for strategy or give it away for free? Are your prospects aware of the value of your thinking and research? Charging for strategy benefits both the agency and the client but so many give it away. However, when you charge for strategy, you'll grow faster and easier. Instead of giving away value for free, you can improve your processes and offer a highly detailed offer and a productized option. Today's guest found himself in this situation as his agency started to grow. He feels one of his biggest mistakes was not charging for strategy sooner. Now his team gets paid for thinking as well as doing. Here's how you too can charge for your brainpower right now. Spencer Powell is the owner of Builder Funnel, a strategic marketing agency focused on helping design-build remodelers and custom home builders achieve sustainable business growth. With a combination of inbound marketing, software, and proven strategy, they shorten their clients' path to revenue and profit goals. In this interview, we’ll discuss: Why giving away strategy is a mistake. Agency and client benefits of charging for strategy. Giving your sales team tools for success.   Subscribe Apple | Spotify | iHeart Radio | Stitcher | Radio FM 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.   Why You Should Get Paid for Strategy Spencer’s journey in the agency industry started twelve years ago. Not knowing a lot about the business, he made mistakes early on. One of his biggest mistakes was not charging for strategy. Building a highly specialized offer and charging for strategy completely transformed the agency. So how did he turn it around and start getting paid for the thinking and the doing? Like any new agency, the first years are all about gaining clients’ trust and figuring things out. That is why giving away strategy didn’t seem like a big mistake at the time. A couple of years down the line, however, they became much more focused and experienced. Spencer realizes now they should’ve started charging for strategy. Their process includes looking into clients’ Google Analytics and putting together a custom game plan which took significant “thinking time”. So they add that time into the proposal. According to Spencer, it is part of the plan they present and it makes sense to include it in the proposal. He wants his proposals to have some element of customization to them. Adding "thinking" and research is a logical part of creating a really good plan. The Agency and Clients Both Benefit When You Charge for Strategy The shift to charging for strategy is fairly recent for Spencer's agency. It all started with setting the goal of becoming the best agency for remodelers and custom builders. They picked a very narrow niche and started working towards that north star. Spencer knows ensuring that #1 spot would take a lot of groundwork to create a sound strategy and great execution plan. As they listed all the things they should do to create the best possible plan, the steps kept increasing. It was a good opportunity to justify charging for strategy. When strategy is billable, they’re able to spend an appropriate amount of time on it. In hindsight, their free strategies weren’t customized enough. All their clients got similar steps to follow. Now, they take a few weeks to review a clients’ analytics and come up with a custom, detailed 12-month plan. Building a Sales Team and Giving Them the Tools to Success Two or three years down the line Spencer realized the need for salespeople selling custom marketing plans. But what level of knowledge and experience would his agency sales team need? Do they need to know the remodeling industry? How to sell and market within it? He was convinced he would never find salespeople with this specific expertise, so he decided to productize. Now, Spencer is three months into hiring his first salesperson. When hiring, he didn’t look for agency experience. He specifically searched for a person with experience in their niche The new addition to the team worked out perfectly and he can already see the benefits. However, you can take someone who’s really good at sales and teach them the industry and services if you have the right systems in place. With a productized offer, salespeople learn how to manage sales objections and value points. Eventually, as CEO you only need to assist with sales to add color and track progress. The key is to provide them with a solid process and the right tools. Stories as part of the toolkit. Why is the agency owner always so good at sales? Because they have the stories and can use them on sales calls to draw in prospects with details on how they helped past clients. When you start sharing those stories with your sales team they’ll start seeing results right away. Eventually, they’ll have their own stories. Shorten Your Sales Cycle and Increase Your Closing Ratio Back when they improved their processes and stopped offering strategy for free the agency’s sales cycle was around 3 to 4 months. Their closing ratio has definitely improved since then. According to Spencer, this is most likely thanks to the positioning of a blueprint. Prior to the change, they were positioned from a brand perspective thanks to their niche. However, they still offered a list of deliverables similar to everyone else. Now, they have a $20K offer that includes an extensive questionnaire and a 4-week period to get a detailed plan with 12 months of deliverables. That blueprint is presented to the client who has the option to implement it themselves. They get access to the agency’s training videos and SOPs to execute the plan. Companies under $2 million and over $15 million end up executing the steps in the blueprint internally. But the middle sector is Spencer's target. They’ll almost always move forward with the agency to implement the blueprint. Filling Your Pipeline by Creating a Community Overall, Spencer's agency is closing the same percentage of retainer deals and unlocking another option for people who want to self-implement. The feedback has been great because many people actually want to learn to do their own marketing. As an aside, they’ve also launched a website theme for their target industry based on conversion principles, layouts for portfolios, about us, etc. It’s modeled as a design-build approach mirroring their industry. These options have also led Spencer and his team to create a community of companies learning to market with their tools. This fills their pipeline with prospects that can afford to pay for the agency for marketing services in a couple of years. Do You Want to Transform Your Agency from a Liability to an Asset? If you want to be around amazing agency owners that can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360.  Our agency growth program enables you to take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.