Agency Blueprint

Robert Patin
undefined
Jan 13, 2023 • 27min

Season 7 | Ep 73 | Agency Scale Method

Are you providing purpose and energy? Are you living in your true core expertise? Do you have authority within the space of who your ideal client is while still having profit and revenue assured? In this episode of The Agency Blueprint, we discuss the framework for building an agency that allows you to live in your core expertise and have true authority. We also explain how to approach selecting a niche, the power of owning your true authenticity, and differentiating your agency with your uniqueness. Tune in to learn more about selecting a niche and attracting and connecting with your ideal client! Key Questions:  What are the steps needed when selecting a niche and a specialization? (5:13) How do you assess if an industry can afford you, if it’s growing, and if there are enough of them? (7:41) What’s the authentic reason you’re here, and what’s your unique offer to the world? (9:47) How can you have a meaningful impact on a person’s life whether or not they decide to work or engage with you? (18:08) How are you carving out a pathway for you and your team to be successful? (22:40) What You’ll Discover: How to select your niche which allows you to have a true differentiator and provide meaningful impact (1:22) The right steps to follow when selecting a niche without too many variables (5:21) The process of brainstorming industries you’ve worked with and then eliminating and filtering (6:08) The three variables that you’re going to filter out your niche to end up with 3-5 industries (6:47) Think about the data behind an industry – can it afford you, is it growing, and is there enough of them (7:35) How to differentiate yourself by highlighting your unique expertise and experience (9:40) How owning your true authentic self attracts and connects you to your ideal client [11:24] How to nail your positioning by putting yourself in the position of your ideal client (16:33) The importance of organizing your operations by creating a repeatable process that works for you (21:22) How to get into a reoccurring revenue model that prioritizes scalability and chooses the right pricing model (23:13)Free Copy of The Practical Agency Book.Real Life Agency Success StoriesWeekly agency tactics YouTube ChannelProfitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.
undefined
Nov 18, 2022 • 21min

Season 6 | Ep 72 | The Scaleup Mindset

Wouldn’t it be great if you could be able to grow your agency while still onboarding new clients effortlessly? This needs a systematic approach and a true leadership mindset focusing on scalability.  In this episode of The Agency Blueprint, I explain the different things you can do to scale your agency. I talk about how to enhance collaboration, define roles, improve relationships with your clients, and much more.  Join us to learn more about your role as the agency owner during the scaleup journey.  Key Questions:   How do you provide greater value to the client to allow for you to build a relationship and grow together? [12:39] Are your intentions and expectations of the client and team clear on how to work together? [13:36] How are you working to build a culture of celebrating small wins to keep your team motivated? [16:47] What You’ll Discover: How to create productized services that effectively work with clients (3:08) Have a detailed system with a defined role for each of your team members (6:22) How to create a regular rhythm where everyone can collaborate [9:00] The importance of having project reports to help understand the state of projects (11:01) Have a rhythm around client meetings to develop a relationship (12:00) How to make your intentions and expectations clear to avoid time wasting (13:36) Celebrate small wins and do it more often to improve your momentum (15:43) The five key things to focus on at any given time to accomplish long-term goals (17:20) Free Copy of The Practical Agency Book.Real Life Agency Success StoriesWeekly agency tactics YouTube ChannelProfitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.
undefined
Nov 11, 2022 • 21min

Season 6 | Ep 71 | Transition From Agency Owner To CEO With Darren Ward

If you want to build an agency that operates without you and allows you to live your desired lifestyle, you need to move from agency owner to CEO.  In this episode of The Agency Blueprint, we discuss how data and becoming a visionary are the two things you need to transition into a CEO. We also explain why time, impact, and freedom are the three cornerstones of a business.  Listen in to learn why you need to stop what you’re doing and start working towards where you want to be.  Key Questions:   Do you want your business to serve your life as opposed to it becoming your life? (1:16) Is the data you’re getting enabling you to monitor, measure, and consistently improve your business? (2:48) Are you empowering your team with the right information to help them help you run your agency? [15:06] What You’ll Discover: How to formulate the vision of your agency by creating a unified business purpose (2:54) Learn to adapt to a different role as your business continue to evolve (8:09) Get more acquainted with data points and KPIs as you get removed from the business [9:47] How to stop and start transitioning yourself to the visionary you want to be [17:09]Free Copy of The Practical Agency Book.Real Life Agency Success StoriesWeekly agency tactics YouTube ChannelProfitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.
undefined
Nov 4, 2022 • 20min

Season 6 | Ep 70 | Six Step Client Onboarding Process for Creative Agencies

Do you have an onboarding system to help you avoid making costly mistakes? Having a system within your agency is a pivotal piece in your relationship with the client and how they continue working with you.  In this episode of The Agency Blueprint, I expound on the six-step client onboarding process that makes things uncomplicated. They include what you do as the owner and how you involve the team and the client.  Join us to learn more about these six items that are imperative for your agency. Key Questions:   What project management tools have you set up your new client’s project in and is it accessible to all team members? (11:05) What is your next step when going into a project to make it successful and satisfy the client? (15:40) What are the things you need to remove from your plate instead of focusing on processes as a small agency? [16:24] What You’ll Discover: Ensure all the legal compliance items are done before starting the onboarding process (1:22) Have your internal kick-off call and assign your team to the deliverables (2:36) How to provide your team with the tools they need to be successful (4:37) Introduce the onboarding questionnaire to engage the client (6:00) Have the project detailed in your project management tool (10:05) How to conduct the kick-off call to remind the client of project execution (12:19) Have a review with your team to ensure everything is clearly documented (14:10) Free Copy of The Practical Agency Book.Real Life Agency Success StoriesWeekly agency tactics YouTube ChannelProfitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.
undefined
Oct 28, 2022 • 25min

Season 6 | Ep 69 | Simplifying Operations of Your Agency

Simplifying your business operations will make your life easier. If you want to be successful in your agency, you have to learn to embrace and enjoy change, and change starts with simplicity.  In this episode of The Agency Blueprint, we talk about the importance of simplifying the operations of your agency. We also explain how to remove the clutter you didn’t create in your organization and focus on building operational efficiency.  Tune in to learn about the power of community, delegation, focus, and more.  Key Questions:   Did you choose the communication channels that you use, and are you ready to start making that choice? (4:02) How do you delegate in a way that better serves you and the other person? (12:28) Are you reinforcing your why to drive more energy and momentum to your business? (21:38) What You’ll Discover: How to create a bandwidth where you focus on increasing operational efficiency (4:02) Find your community to learn from so you don’t have to do it painfully alone (7:56) How to create more focus by reassessing your goals and prioritizing (9:39) The importance of understanding your destination to have a simplified process (15:08) How to reduce your work time and still do meaningful work (17:22) Recognize that it’s okay to have boundaries and reinforce your why (20:50)Free Copy of The Practical Agency Book.Real Life Agency Success StoriesWeekly agency tactics YouTube ChannelProfitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.
undefined
Oct 21, 2022 • 21min

Season 6 | Ep 68 | How to Find a High-Value Niche for A Creative Agency

Does the niche you’re in feel right and true to what you’re passionate about? Selecting a niche is about differentiating yourself from the competition, so you can attract the right clients and grow your agency intentionally.  In this episode of The Agency Blueprint, I explain the process of identifying your niche by evaluating what you’re passionate about. I also explain the questions you need to ask yourself to identify whether you’ve chosen the right niche that will allow you to make an impact.  Listen in to learn how to differentiate your agency and start competing on meaning and impact.  Key Questions:   What do you enjoy doing, and can you monetize it? (3:45) Is your industry growing with the global average, and are there enough people to help it grow? (6:18) What is your motivation in helping clients, and how is it that you’re going to make them accomplish their goals? (14:23) What You’ll Discover: Understanding niche-specific industries plus the benefit of selecting a niche for your business [1:54] Why you should focus on what you’re passionate about and monetize it (3:45) The step-by-step process of evaluating and establishing the best niche for you [4:45] Questions to help you identify whether your chosen niche is the right one (15:22)Free Copy of The Practical Agency Book.Real Life Agency Success StoriesWeekly agency tactics YouTube ChannelProfitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.
undefined
Oct 14, 2022 • 22min

Season 6 | Ep 67 | Setting Client Expectations for Long-Term Success

Expectations are the foundation of the relationship between you and your client, so make sure you set the appropriate expectations from the start. Do not oversell or overpromise so you can have a long-standing relationship.  In this episode of The Agency Blueprint, I talk about client expectations and how to set them clear from the start to establish a long-lasting relationship. I also explain the importance of ensuring you and your client are the right fit for each other for the success of the project.  Listen in to learn about setting measurable goals and more in this episode.  Key Questions:   How do you ensure your client’s expectation exceed and the client is happy? (1:05) How qualified is a prospective client to be your right fit? (6:09) What do you need to know and understand about the project and your role in executing it? (9:18) Do you have the expertise to accomplish the end goal, and what it’s going to take? (9:53) What You’ll Discover: How to set your client’s expectations right from the beginning for success (0:48) Make sure you’re auditioning the client to pick the right one for them (6:09) The importance of spending time to understand the project [7:55] How to ensure you can accomplish your client’s end goal (9:53) Have defined inclusions and exclusions to ensure the project is a success [13:06] Don’t be afraid to set measurable goals for both your and your client’s benefit [14:40] Set some space in your timeline to enable you to complete the project [17:41]Free Copy of The Practical Agency Book.Real Life Agency Success StoriesWeekly agency tactics YouTube ChannelProfitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.
undefined
Oct 7, 2022 • 21min

Season 6 | Ep 66 | Get Your Creative Team To Sell Too - With Darren Ward

Have you truly empowered your creative team to sell more and help clients to engage with them? You can train your creative team to have sales conversations with existing clients and leverage those relationships.  In this episode of The Agency Blueprint, we explain why your creative team is best suited to have sales conversations with your existing clients and highlight opportunities. We also talk about how to train your team with the right tools to help them recognize sales opportunities.  If you want to learn more about this subject, then tune in to this episode!  Key Questions:   Is your team equipped to recognize a potential opportunity and suggest a potential solution? (11:41) In what ways are you and your team practicing to become better in sales? (15:34) How are you prepping your team to have sales conversations with your existing clients? [17:42) What You’ll Discover: How the creative team can use their built-in rapport to make a sale (1:34) Let your creative team know that it’s also their job to consult and advise clients (6:07) The two sales tools that your team can utilize with existing clients (7:54) How to train your team to recognize a sales opportunity and suggest a potential solution (11:26) How role-playing scenarios can make your team comfortable with sales [13:59] Free Copy of The Practical Agency Book.Real Life Agency Success StoriesWeekly agency tactics YouTube ChannelProfitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.
undefined
Sep 30, 2022 • 17min

Season 6 | Ep 65 | Scaling Lead Generation for Your Agency

How about prioritizing your business in the same way you would a client from now on? To grow and scale your agency, you need to invest in it and become its most dedicated and largest client.  In this episode of The Agency Blueprint, I explain how to invest in yourself and build a scalable agency. I also explain how to reprioritize time and financially account for the investments you’re making to be your own client.  Tune in to learn how being your own client will allow you to distinguish yourself in the marketplace.   Key Questions:   How much of your revenue are you spending to grow your business and invest in yourself? (2:44) How much of your personal time can you dedicate to growing your business? (5:48) How do you distinguish your agency from competitors in the eyes of your prospects? (10:35) What You’ll Discover: Why you need to become your own client to successfully grow your agency (1:10) How not be afraid of failure and instead recognize the lessons in it (2:58) Start reprioritizing your personal time into growing your business [5:33] How to financially account for the investment of being your own client (7:29) How to allow yourself to experience your brand from a client’s perspective [9:32] Resources to help you invest in your agency and scale to your desires (13:16)Free Copy of The Practical Agency Book.Real Life Agency Success StoriesWeekly agency tactics YouTube ChannelProfitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.
undefined
Sep 23, 2022 • 22min

Season 6 | Ep 64 | Structuring A Kickoff Call That Sets You Up for Success

To set your clients up for success and establish a long-lasting relationship, it’s imperative to understand their emotions during kickoff.  In this episode of The Agency Blueprint, I talk about things you need to do to build a successful relationship with a new client. I explain how to build clarity on a lot of things including; communication and client information to avoid misalignment.  Tune in to learn where client-agency relationships go wrong and how to avoid it.  Key Questions:   Are you aware of your client’s emotions during the kick-off to help you build a phenomenon relationship? (0:40) What’s your process of transferring your clients’ information to all your team members? (13:48) How do you inform your clients about the roles, responsibilities, and communication standards? (15:58) What You’ll Discover: How to set up an introduction framework between your client and your team [2:13] Have smart goals to help you measure the success of a client’s project (4:00) The step-by-step process of how to execute the plan (5:10) How to set up a clear understanding for the client on how to work with you [8:45] How to clearly lay out the framework of the project’s timeline to avoid misalignment [11:04] How to manage and transmit clients’ information to every member of your team (13:48) How to outline roles, responsibilities, and communication standards to your client (15:58)Free Copy of The Practical Agency Book.Real Life Agency Success StoriesWeekly agency tactics YouTube ChannelProfitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app