Creative Outcomes: Recent Episodes

Upsourced

Welcome to Creative Outcomes. If this is your first time here, we work with nearly 100 digital and creative agencies, and we bring you the inside scoop, and spill the tea for what makes the best - the best.

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Content-based networking, the shift from the "how" to the "who" economy, and the importance of building trust through personalized outreach.

Logan Lyles, from the evangelism and content marketing team at Teamwork.com, shares insights on effective marketing strategies for agencies and service-based businesses.

Hear about his experience leveraging LinkedIn and podcasting to drive growth, and learn how to create a tight feedback loop to power your marketing efforts. For more, contact us: https://www.upsourcedaccounting.com/contact-us/?utm_campaign=loganpodcast

TIMESTAMPS:

0:00 - The Personalization Playbook: Secrets to Supercharge Your Agency Growth

0:45 - Stepping into the Growth Lead Role: Lessons from an Agency Insider

3:30 - The Shift from "How" to "Who": Leveraging LinkedIn's Personal Profiles

6:45 - Tightening the Feedback Loop: Capturing Insights to Power Your Marketing

11:20 - The Power of Face-to-Face: Strengthening Client Relationships 15:05 - Content-Based Networking: Turning Prospects into Collaborators

20:15 - Personalization and Trust: Keys to Cutting Through the Noise

23:45 - Resources and Next Steps: Connect with Logan and Explore More

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Running an agency can seem like your entire life, but how do you maintain a work-life balance?

You hear people say, 'Always be available for your clients, even outside of work hours; that's the best customer service.' But how can I manage that along with my family life?

The main solution: build and sell your trust.

You aren't just selling a service; you want your clients to trust that you've got them covered. Tune in to hear Tyler from Lone Fir Creative and Jimmy from Upsourced dive deeper into this topic on this episode of Creative Outcomes.

For additional help, contact us: www.upsourcedaccounting.com/contact-us

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There is no one size fits all strategy for building your agency's sales team. Dive into the different options with Ryan and Meredith as they discuss how to take your sales efforts to the next level. For additional help, contact us: https://upsourcedaccounting.com/contact-us/

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On this episode of Creative Outcomes agency coach Rob Da Costa talks to us about his journey from starting his own agency, to selling his agency, to finding his passion in agency coaching. This podcast dives into the real emotions surrounding selling your agency and trying to find your true passion. For more information, contact us at upsourcedaccounting.com/contact-us

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Join us as we interview Steve Guberman from Agency Outsight. Having previously started and sold his creative shop, Steve now takes those lessons learned and helps coach agency owners. Tune in to learn about his journey. For additional help, contact us at https://upsourcedaccounting.com/contact-us/

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What can agency owners and client managers do to increase their pricing power? This podcast will walk you through how to price your services to align with the value of your work. Need more information? Contact us here: https://upsourcedaccounting.com/contact-us/

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Learn how to prevent burnout as an agency owner. Owners often find themselves wearing multiple hats when it comes to running the business, but how can you dial that back so you can focus on specific areas of your agency? Tune in with special guest Kenny Lange to learn how to scale your agency and promote growth. Kenny Lange (kenny@kennylange.com) special promotion: https://kennylange.com/upsourced-podcast-coaching-offer-kenny-lange-coaching For more information or additional help, contact us here: https://upsourcedaccounting.com/contact-us/

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Discover the importance of both financial and non-financial metrics when analyzing the health of your agency with Marcel Petitpas.

When it comes to evaluating the success and performance of an agency, the focus is historically on financial data. It’s all people want to look at while spending little to no attention to non-financial data, even though they’re key factors in diagnosing your agency’s problems. Dive further into this topic by listening to Ryan and Marcel!

For more information, reach out to us here: https://upsourcedaccounting.com/contact-us/

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Your agency should be tracking employee utilization. What's a good utilization rate? Why should you be tracking it? How do you get your team to start tracking their time? These are all topics discussed in this podcast episode. Need more information? Contact us: https://upsourcedaccounting.com/contact-us/

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This is the third part to our Creative Agency Survival Guide: Recession Edition (guide: https://hubs.ly/Q01rFvjq0). In this episode we're going to focus on how to manage expenses and how to create a contingency plan.

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It's not easy to keep money coming in during a recession. Let's dive into the key risks and how you can prepare.

Free Guide: https://hubs.ly/Q01rFvjq0

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If you’re an agency owner wondering how you should be preparing your business for a recession, you’re in the right place. The first thing you should be focused, and what we’re going to help you think about, is cash. How much do you need, and where can you get more of it?

Use this link to get the guide: https://bit.ly/3zeB6nK

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A B-corp is a certification. The not-for-profit - B Lab - created a set of ESG standards (environmental, social, and governance) that they believe every business should follow.

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Profit Sharing - a discretionary annual bonus based loosely (or sometimes strictly) on annual profits. Tune in to learn the ins and outs of this incentive compensation plan with special guest Tony Cox!

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Sales commission is variable compensation tied to incremental revenue. Tune in to find out when you should use this incentive compensation strategy.

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Phantom Equity (Phantom Stock) is a cost-effective way to give someone a raise or a promotion without shelling out any cash. Tune in to learn more about this incentive compensation strategy.

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Revenue forecasting is essential but often overlooked by agencies. What is revenue forecasting, exactly? Tune in to find out!

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Are you leaving extra revenue on the line? Learn how time tracking can improve your business and lead to better decision making!

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Meredith and Ryan explore the ins and outs of finding an acquirer, negotiating a deal, and buying other agencies with prolific agency operator, Dave Bunce.

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The Upsourced team breaks down Profit First - what it is, who it's for, and why it's the wrong answer for a scaling agency on a path to liquidity.

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Having worked through dozens of M&A deals - both personally and with clients - the Upsourced team has compiled its list of the TOP 4 LESSONS LEARNED when selling an agency. Must listen for any owner thinking about selling now or in the future.

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Get under the hood about a lesser known, but really interesting avenue for selling your marketing agency - Employee Stock Ownership Plans (ESOPs). They just might provide the best combination of money in your pocket and a lasting culture for your team.

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Thinking about selling your agency? Let us guide you through 5 tips on how you can find the right person to buy it.

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The best outcomes happen to agencies who have been building and scaling with the end in mind, even if the owners didn’t initially have any real plans to sell. Ryan and Meredith share the 5 attributes we’ve seen in our clients with the best M&A outcomes and the things all agency owners should begin focusing on regardless of their plans to sell.

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Utilization is the amount of an employee’s available time that is productive and billable. Is your agency being as efficient as possible while preventing burn out?

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