Byte-Sized Agency Briefs: Recent Episodes
Agency Outsight
Byte-sized Agency Briefs is a podcast series that packs a ton of important agency information on one topic, from one expert into a 25-minute brief. Why 25 minutes? Because who has the attention span for much more these days, and you can squeeze in a listen between meetings with time for a bathroom break or coffee refill before your next meeting.
Byte-sized Agency Briefs is brought to you by Steve Guberman from Agency Outsight. Steve is a 20-year agency veteran who works as a business coach to agencies around the country. He coaches owners of branding, marketing, design, and PR agencies to conquer their goals and overcome their challenges. Learn more about Agency Outsight at www.agencyoutsight.com
Featuring: Matt Dean, Dean&Co.In episode 158, I sit down with Matt Dean, co-founder of Dean & Co., the branding studio he and his wife Jackie built for the commercial real estate industry. Since launching in November 2021, they've grown to a team of fifteen working across seventeen states, with projects like Gasworks, Silo Park, and Austin's Second Street District behind them.
Matt walks through the SCAD dorm-room origin of their partnership, the two years they spent testing other industries before realizing their entire pipeline was already commercial real estate, and the decision to go all in on one vertical instead of hedging with a few. We get into what it actually means to be a "development partner" instead of a vendor, how Dean & Co. vets clients before signing them, and the mechanics of firing a client two months into the business.
Agency owners will walk away with a clearer framework for niching with conviction, having the candor conversations around scope and pricing before they become resentments, and building a culture where the team can carry the client relationship, not just the founder.
Key Bytes
• Your entire pipeline will tell you what your niche already is, long before you're willing to admit it.
• Chasing every industry that looks fun is a side hustle wearing an agency's clothes. Discipline is choosing one thing and staying choosable for it.
• Being vertically integrated but horizontally differentiated means one industry can still hold a hundred different kinds of work.
• The word "vendor" should make the hair on your arm stand up. Partners get invited to the table before the brief exists.
• Firing a $15,000-a-month client two months into the business was the moment the agency's values became real instead of aspirational.
• A referral isn't a consolation prize when you outgrow a client. It's how you let go without burning the relationship down.
• Track record is the only leverage you need to have the money conversation. If your team overdelivers, raising your rate is just math.
• Network from your first day on campus. You won't know for fifteen years which conversation was the one that mattered.
Chapters
00:35 Welcome to Agency Bytes and introducing Matt Dean
01:19 How Matt and Jackie met at SCAD and became a team
03:58 Launching Dean & Co. in November 2021 and setting a goal at 19
05:20 The two years spent testing other industries before niching down
09:05 Discipline versus chasing the dragon
11:57 The pre-development work clients never see, and building a team for the table
14:57 Why "vendor" is the wrong word and "development partner" is the right one
17:05 Do good work with good people: defining the core values
20:56 How Dean & Co. vets a client, and firing a $15,000-a-month client two months in 26:15 Having the money conversation from a position of track record
28:34 Rapid fire: books, gadgets, and advice to 19-year-old Matt
Matt Dean is the Co-Founder and CEO of Dean&Co. Matt has built one of the most in-demand branding studios in commercial real estate, working on projects like Gasworx, Silo Park, Austin’s 2nd Street District, and Mosaic. From launching an agency in 2021 to working across 17 states with 15 team members, Matt and his wife, Jackie, have remained focused on their vision, values, and ideal client profile to successfully build the agency they always envisioned.
We've built an agency that is led by our values, we have scaled in a way that allows us to keep up with the demand while not going over our skis, and our ultimate mission is to work with great clients and to be able to give our employees a great place to work. There are a lot of topics in here, from saying no to clients/projects that don't fit, to truly understanding bandwidth and when to hire, to looking for key indicators that make great team members and clients of the agency.
Connect with Matt on LinkedIn, Dean&Co on LinkedIn, Instagram, or the web.
Featuring: Sam Shepler, StorySnapIn episode 157, I sit down with Sam Shepler, founder and CEO of StorySnap, the holding company behind Testimonial Hero and Product Type. Sam has spent over a decade building B2B video agencies, growing largely through strong operations and strategic acquisitions to a team of more than 50.
We get into why Sam has never chased retainers, even though the B2B video world often pressures agencies to convert project work into recurring revenue. He walks through the real math behind lifetime value versus monthly billing, why unpredictability isn't something to be cured, and how his acquisition strategy is built around adding capability rather than just adding revenue. Sam also breaks down the gross margin mistakes he sees in nearly every agency P&L he reviews, and why he considers 60% the new 50% in an AI-driven world.
Agency owners will walk away rethinking how they calculate gross margin, why cash accounting hides the truth about project-based businesses, and why pulling revenue forward matters more than the comfort of predictable monthly billing.
Key Bytes
• Sam doesn't chase retainers in video production because he believes lifetime value, not billing predictability, is the metric that matters.
• Unpredictability isn't a problem to solve. For Sam, feast or famine is usually a symptom of insufficient lead flow, which is a marketing problem, not a billing problem.
• Sam's best acquisitions have added new capabilities, not just new revenue. StorySnap acquired case study specialists to expand from video into written testimonials.
• He calls it "co-opetition": your competitors are often your best referral partners, your best acquisition targets, or your eventual buyers.
• A healthy agency needs at least 50% gross margin, calculated in a vacuum. Sam says 60% is the new 50% in the AI era.
• In 16-plus agency P&Ls he's reviewed, not one had gross margin calculated correctly. Most owners confuse it with net margin.
• Sam pulls revenue forward whenever possible, even quarterly in advance, because liquidating customer acquisition cost quickly lets him keep reinvesting in marketing.
• Cash accounting tells you nothing about how a project-based agency is actually performing. Sam runs StorySnap on accrual to see the real picture.
Chapters
00:00 Welcome and introducing Sam Shepler
01:07 From film school to first agency: the 2012 origin story
03:53 Turning an acquihire into an acquisition strategy
08:03 Why Sam never forced video production into a retainer model
12:11 Why founders get stuck at the $1-3M plateau, and how Sam got out of the day-to-day
18:03 The 50% gross margin rule, and why 60 is the new 50
20:30 What StorySnap looks for when vetting acquisitions
28:34 The gross margin mistake almost every agency P&L gets wrong
35:24 Cash vs. accrual accounting, and pulling revenue forward
39:42 Rapid fire: books, watches, and Sam's best business advice
Sam Shepler is the founder and CEO of Storysnap.com, a holding company that owns Testimonial Hero and Product Hype. A longtime agency entrepreneur, Sam has been building and operating agencies since 2012, with deep expertise in the B2B video marketing space.
He has grown primarily through a combination of strong operations and strategic M&A, acquiring multiple agencies to scale Testimonial Hero before launching his second agency, Product Hype, and bringing both under the Storysnap umbrella.
Today, Sam leads a team of 50+ and is focused on starting, scaling, and acquiring agencies in the B2B content and creative space. He’s passionate about entrepreneurship, B2B marketing, and helping agency founders build businesses that are both highly profitable and operationally independent — with strong leadership teams that don’t rely entirely on the founder.
Contact Sam on the StorySnap website, the Testimonial Hero website, or on LinkedIn.
Featuring: Zack Rosenberg, QortexIn episode 156, I sit down with Zack Rosenberg, founder and CEO of Cortex, a video intelligence company decoding the connection between what people watch and what they actually buy.
We get into how Zack discovered that buying intent shows up in the content people watch long before it ever reaches a search bar, why nearly 90% of video content is miscategorized, and why he's betting on "data-supported" creative over blind data-driven formulas. We also talk about what AI means for ad production costs, the future of agency workforces, and why smaller shops now have a real shot at business that used to belong exclusively to the hold-cos.
If you've ever wondered whether your audience is telling you something your gut instincts haven't caught up to yet, this conversation will change how you think about targeting, creative, and where your next best client might already be looking.
Key Bytes
• Nike ads perform four times better in cooking content than in basketball content — proof that buying intent rarely follows the obvious audience.
• Nearly 90% of video content is miscategorized, which means most "data-driven" targeting is built on garbage.
• Buying intent starts long before the search bar — inspiration comes from the content people watch, not what they type into Google.
• AI can be random, but it can't be creative — data should inform the work, not replace it.
• The industry's obsession with "data-driven" thinking should give way to "data-supported" thinking, where human hunches still lead.
• Cheaper AI-driven production doesn't shrink agency costs to zero — human costs are capped, but AI costs scale with every single use.
• Smaller, nimble agencies now have a real shot at winning business that used to be locked up by the big hold-cos.
• Relationships built through community outlast any single job or client.
Chapters
00:00 Intro and welcome to Zack Rosenberg
01:46 The origin story of Cortex and the Nike-in-cooking-content discovery
03:46 Who Cortex actually serves: data teams, brands, and agencies
04:41 From small sports leagues to solving the mis-categorization problem
06:58 Why buying intent starts long before the search bar
08:41 Broad reach vs. micro-targeted creative, and AI-generated ad variations
10:52 Data-driven vs. data-supported, and why identical ads keep winning
16:20 What AI means for creative costs, agency workforce, and hold-cos
22:08 Building the Montclair Media Group community
27:08 Rapid-fire questions and closing thoughts
Zack Rosenberg is the Founder & CEO of Qortex, an advanced video intelligence company helping brands identify intent based on what people watch. Qortex analyzes millions of videos to uncover real-time signals that connect content consumption to purchase behavior—powering smarter planning, activation, and performance across digital media.
A lifelong entrepreneur from a family of founders, Zack is passionate about building enduring companies and shifting the advertising industry from audience assumptions to content intelligence. He also co-founded Montclair Media Group, a fast-growing community for marketers and founders in New Jersey.
Contact Zack on LinkedIn or on their website.
Featuring: Jessica Rhodes, Interview ConnectionsIn episode 155, I sit down with Jessica Rhodes, founder of Interview Connections and the entrepreneur who launched the world's first podcast booking agency back in 2013—long before podcast guesting was on anyone's radar.
Jessica shares how a door-to-door canvassing job and a virtual assistant gig for her dad turned into a company that's booked more than 50,000 interviews for over a thousand coaches and business owners. We get into her recent return to the CEO seat, why she eliminated the sales role entirely, and the uncomfortable truth that not everything in your agency needs to be scalable.
For agency owners, this one is a practical look at guesting as a growth channel: how to pitch without sounding like AI spam, why being a guest beats launching your own show (at first), and how to turn a single interview into referrals, repurposed content, and the occasional short-cycle six-figure client.
Key Bytes
• The best pitches aren't scalable—AI blasts fill spots but burn bridges with the hosts worth knowing.
• Podcast guesting moves buyers past price-comparison paralysis by letting them hear your story and personality.
• Nobody else has your story, your values, or your personality—that's what makes you a category of one.
• Be a guest for a few months before launching your own show; they're two different strategies with different payoffs.
• The shortest sales cycle comes from listeners who show up already ready to hand over their money.
• Not everything has to be scalable—know your goal and your timeline before you optimize for growth.
• Get outside your own industry, and you'll be the only marketing agency on that HVAC or manufacturing podcast.
• People hire agencies they're referred to, and podcast hosts make powerful referral partners.
Chapters
00:00 Meet Jessica Rhodes and the first podcast booking agency
00:54 Right place, right time: from stay-at-home mom to founder
05:11 Stepping back into the CEO seat after eight years
07:34 Why she eliminated the sales role (and why not everything scales)
09:40 What makes a great podcast guest in the age of AI pitching
11:56 Turning guesting into education, authority, and new business
15:27 Own show vs. guesting: which to start with and why
19:32 Keeping a podcast fresh 12 years in
23:22 A final guesting strategy for agency owners
25:06 Rapid fire: ChatGPT, thriller novels, and "follow the money"
Jessica Rhodes founded Interview Connections, the world’s first and leading podcast booking agency in 2013, back when no other agencies like it existed. Since its founding, Interview Connections has booked over 50,000 podcast interviews for over 1000 coaches! Jessica is passionate about helping coaches who feel like the best-kept secret grow their business online through genuine, human-to-human connection. The podcast interviews Jessica and her team have booked have helped their clients generate millions of dollars in sales, sell thousands of books, and transform countless lives.
Contact Jessica on LinkedIn or on their website.
Featuring: Mike Bodkin, Talent ScoutIn episode 154, I sit down with Mike Bodkin, former co-founder of the full-service digital agency Giant Propeller and now co-founder of Talent Scout, a niche recruiting firm placing full-time remote senior marketing, creative, and operations talent across Latin America.
Mike walks me through nearly a decade running Giant Propeller — the doubling years, the partnership friction that eventually led to a buyout, and the acquisition that landed in his lap and pulled him onto a corporate executive team. We get honest about what a real exit feels like, why post-acquisition integration is never a clean puzzle piece, and the lessons he'd carry into any future partnership.
Then we dig into the near-shore talent model he built out of necessity and now offers to other agencies: why time-zone alignment changed everything, why he hires virtual specialists instead of VAs, and how AI-fluent talent is reshaping who actually gets hired. If you're thinking about your team, your exit, or both, this one's worth the listen.
Key Bytes
• If there's smoke, there's probably fire — Mike let partnership friction drag on far longer than it should have.
• Once you stop doubling revenue, stagnation can quietly turn a great partnership into a tense one.
• Most agencies aren't sellable, so the ones that exit usually built something worth buying on purpose.
• Post-acquisition integration is never a perfect puzzle piece, and expecting friction is half the battle.
• Networking isn't soft — a single relationship is what put Mike's entire exit in motion.
• Time-zone alignment, not just cost savings, is what makes distributed teams actually feel cohesive.
• Mike places virtual specialists, not VAs — senior people fully embedded into the agency like W-2 employees.
• The most valuable hire isn't AI, it's the specialist who knows how to use AI to enhance real craft.
Chapters
00:00 From blockbuster films to founding Giant Propeller
01:10 Becoming a full-service agency by saying yes
06:30 Partnership friction and the structured buyout
10:26 Hindsight lessons on choosing the right partner
12:14 What film production taught him about running teams
15:10 The exit that landed in his lap
17:44 The messy reality of post-acquisition integration
21:20 Discovering the Latin American talent model
26:00 Why he hires specialists, not VAs
27:25 AI-fluent talent and who actually gets hired now
34:59 Rapid-fire questions and closing thoughts
Mike Bodkin is a former agency co-founder and operator who built and successfully exited Giant Propeller, a full-service digital marketing agency, after nearly a decade of growth. His journey included navigating a partner split and closing a last-minute acquisition just days before payroll would not have cleared — a defining moment in his entrepreneurial career.
Prior to agency ownership, Mike worked in film production on major studio projects, developing a unique blend of creative vision and operational discipline that would later shape his approach to building and scaling an agency.
Today, Mike is the co-founder of Talent Scout, a hyper-niche recruiting company focused on placing full-time, remote senior marketing, creative, and operations professionals in Latin America. He helps agencies rethink team structure by prioritizing high-quality talent, meaningful cost savings, and timezone alignment — ensuring distributed teams still feel integrated and collaborative.
Learn more about Mike and Talent Scout on their website.
Featuring: Juliana Marulanda, ScaletimeIn episode 153, I sit down with Juliana Marulanda, founder of ScaleTime, who's helped over 1,000 agencies turn themselves into lean, profitable businesses that don't depend on the owner being in every room.
We get into what "scale" actually means once you strip away the buzzword — her SCALE framework for seeing what's happening, building a baseline, amplifying with systems and AI, leading and delegating, and designing an exit on your own terms. Juliana shares why so many agencies stall at the same revenue marks, why managers without systems can't move the needle, and how to bookend AI with human strategy and human review.
If you've ever felt chained to a business you started because you loved the work, this one's about getting your choice back. Juliana makes a grounded case that freedom isn't a vague promise — it's the ability to decide what you do with your day, and to build a business that runs whether you're there or not.
Key Bytes
• Scale isn't a vanity word — it's the ability to choose what you do with your day instead of being chained to the work you started.
• Most owners stall around $1.2–1.3M because they overthink instead of just doing the sales and getting cash in the door.
• Crossing $3M takes managers, but managers can't manage without systems to run and performance to measure.
• Reaching eight figures takes leaders who can set direction without you — which means delegating strategy, the scariest handoff of all.
• AI isn't set-it-and-forget-it; it's create, manage, and iterate, with a human bookending both the strategy and the quality check.
• Build to sell even if you never sell — because the exit isn't always your choice, and a sellable business is a well-run one.
• Running on guesswork and gut catches up with you; visibility and metrics are what let managers manage and owners step back.
• Freedom of choice beats "freedom" as a slogan — design the business around the life you want, not the other way around.
Chapters
00:00 The ScaleTime origin story
01:13 From Wall Street to running million-dollar event ops
04:30 Why nobody wants to manage
05:43 The trends reshaping agencies right now
10:23 The four levels of AI adoption
13:00 Bookending AI with human strategy and review
14:02 Defining scale and the SCALE framework
19:09 Optionality and designing freedom of choice
22:18 The inflection points where agencies get stuck
28:30 Rapid-fire questions and closing thoughts
With over 20 years of experience across Wall Street, the nonprofit sector, technology startups, and family-owned businesses, Juliana Marulanda, founder at ScaleTime, has served over1k+ digital agencies. Featured by Forbes and Entrepreneur, Juliana helps uplevel businesses into lean, mean, profitable machines. On average, she and her team create ways to free up at least 30 hours per week for her clients so they can have successful agencies that run without them. Founders can find themselves saying “I do what I want, how I want, whenever I want” - Now that is freedom. Juliana is passionate about providing audiences with invaluable tools that they can use instantly to start improving their business. Her wealth of agency growth secrets and expertise in growth management will put agency owners and marketers on the path to scaling a business.
Connect with Juliana on LinkedIn, YouTube, Instagram, Facebook, her website, or get her Scale Map here.
Featuring: Michael Perry, TavernIn episode 152, I sit down with Mike Perry, founder and Chief Creative Officer of Tavern, a Brooklyn-based creative shop building brands in food, beverage, hospitality, and sports.
We get into the philosophy that drives everything Tavern does — what Mike calls "modern heritage," the practice of mining a brand's past for its real equity and modernizing it for today's consumer without falling into retro, nostalgia, or flash-in-the-pan rebrands. He shares why he's writing a how-to book on it, how Tavern embeds with clients like a fractional chief creative officer, and the story behind HyperBlast, the high-octane drink brand he's launching as his own client.
For agency owners, this one is a clinic on real niching — Mike argues expertise isn't your portfolio, it's whether you actually care about the category your clients live in. We also land on the thing he wishes he'd leaned into earlier: this is a relationship business, full stop, and the deepest relationships make the best work.
Key Bytes
• Real niching isn't about your portfolio — it's whether you genuinely care about the category your clients live in.
• Modern heritage means mining a brand's past for its equity and modernizing it for today, not slapping a retro filter on it.
• Timelessness is impossible to fully achieve and fragile to keep, which is exactly why brand guardianship matters.
• The founder who launched the agency to design should still be moving pixels — leadership and hands-on craft aren't mutually exclusive.
• Being your own client removes the convincing, the stakeholders, and the sell — every answer is just yes.
• Internal practice work stops being a luxury when you funnel it into real brand-building that levels up the whole team.
• The biggest fallacy of Mike's career: that "nobody's drinking" — the numbers tell a very different story.
• This is a relationship business — the deepest, longest client relationships are the ones that produce the best work.
Chapters
00:00 Welcome and introducing Mike Perry and Tavern
00:47 Failing fast: the agencies Mike tried to start too early
02:06 Big agency vs. small agency and the 40-person sweet spot
03:46 Tavern's trajectory and the client roster
06:27 Why deep category expertise is really empathy
09:01 Staying hands-on as a founder and CCO
12:54 What "modern heritage" actually means
16:59 Writing the book and killing the gatekeeping
23:22 Launching HyperBlast and becoming his own client
32:16 The freedom and discipline of self-client work
35:51 Rapid fire and closing thoughts
Mike Perry is founder and chief creative officer of Tavern, a Brooklyn-based global creative agency crafting timeless brands across food, beverage, hospitality, and beyond.
With more than 15 years at the forefront of brand building, Mike’s earned a reputation as a certified creative powerhouse. His career includes leadership roles at top global studios such as Stranger & Stranger, Design Bridge, JKR, and Quaker City Mercantile, as well as media giants NBC Sports and TikTok. He is the creative mind behind some of the industry’s most recognizable rebrands for clients including Burger King, Budweiser, and Diageo.
Driven by Tavern’s Modern Heritage philosophy, Mike blends legacy and innovation to create dynamic brands that flex with the lightning-fast pace of culture. In a world of trend-chasing, Tavern focuses on what lasts: commercially powerful, future-ready brands and ambitious experiences that resonate at every touchpoint.
Tavern is behind the rebrand and restaurant design that reignited the American steakhouse Sizzler, as well as the custom-built bar for Beam Suntory’s Old Overholt. Other collaborators include Chick-fil-A, Old Grand-Dad, and New York City FC.
Contact Mike at their agency website or @tavern.agency on the socials.
Featuring: Mark Homer, Grandin HoldingsIn episode 151, I sit down with Mark Homer, founder of Grandin Holdings and a serial technology and marketing entrepreneur who's scaled and exited multiple agencies over more than 30 years at the intersection of marketing and tech.
Mark and I demystify the world of M&A for agency owners — the headspace blockages, the myths about needing piles of cash, and the surprisingly creative ways deals actually get structured. We talk through his own exit in the legal marketing space, why your network is your richest source of deal flow, and how building real systems (including handing off sales) is what makes a business both sellable and worth keeping.
If you've ever assumed M&A is too expensive, too complex, or only for the people making headlines, this conversation will change how you think. Mark shows that most deals are quiet, creative, and life-changing in ways that have nothing to do with a Forbes cover.
Key Bytes
• Buying out a partner is an M&A transaction — most owners have already done a deal without realizing it.
• Your network is a bigger source of deal flow than any sourcing system; just tell people what you're looking for.
• A lot of owners want to sell for reasons that have nothing to do with how your business is running.
• Building systems and handing off sales is what makes a business both sellable and worth keeping.
• Optionality means a profitable, well-run business you can sell — or happily hold onto.
• Removing discount factors like client concentration and founder-led sales is how you capture maximum value.
• Most deals are creative structures with little cash down, not the headline-grabbing windfalls everyone trumpets.
• Time at your desk never equaled success — and now that everyone's virtual, the numbers are all that matter.
Chapters
00:00 Welcome and Mark's M&A journey
01:34 Why buying out a partner is already an M&A deal
03:48 Inside Mark's legal marketing agency exit
05:30 Two LOIs and how the deals took shape
07:00 Your network is your real source of deal flow
10:45 Why owners sell for reasons that surprise you
11:25 Handing off sales by building a real process
15:38 Optionality: building a business you can sell or keep
19:51 Demystifying the mindset walls around M&A
22:19 Creative deal structures and the acqui-hire
27:10 Rapid-fire questions and closing thoughts
Mark Homer is a Serial Technologist and Marketing Entrepreneur. He scaled and exited two agencies.
On top of my agency experience, I have been at the intersection of marketing and technology for over 30 years. I was fortunate enough to be a consultant at IBM in 1995 when this little thing called the “World Wide Web” was starting out. This put me on projects building not just basic websites, but full online applications connecting to back-end systems for some of the largest brands. From there, my career included running R&D for a VC-backed company in San Francisco, Product Marketing Manager for a software company(with an exit), to helping start a company that upended the event-based marketing industry by introducing technology that helped drive people from live events to online properties that has now become an industry standard. I also wrote a couple of books along the way. The last agency I sold was in the Legal Marketing industry.
Contact Mark on LinkedIn, his HoldCo website, or his agency
Featuring Guest Host: Todd Giannattasio, Tresnic MediaIn episode 150, I flipped the mic. To kick off Season 4, I handed the host chair to my friend Todd Giannattasio of Tresnic Media — a returning guest from episode 10, and the guy who helped me name Agency Outsight in the first place.
This one's more personal than most. Todd walks me through my journey from screw-off art kid to graphic designer to accidental agency owner, the acquisition that should have been the first of many, selling my agency, and the grief that ultimately reshaped how I think about purpose, work, and what a business is really for. We get into the asset mindset, programmatic M&A as a growth lever, why most founders pay themselves last (and shouldn't), and the copycat goals that keep agency owners chasing someone else's dream.
If you've ever wondered what's actually on the other side of an exit — or whether you're building a business or just a really demanding job — this is the conversation.
Key Bytes
• Most agency founders accidentally build a job, not an asset — and the difference shows up the day you try to sell.
• Programmatic M&A unlocks exponential growth that organic effort simply can't match.
• Buying talent is faster, safer, and more predictable than hiring it.
• You don't need a truckload of cash to acquire — SBA loans, earnouts, and seller financing make deals possible at almost any size.
• Paying yourself last isn't noble — it's a habit that quietly devalues the business you built.
• Copycat revenue goals pull founders into chasing numbers that mean nothing to their actual life.
• Grief, burnout, and life events have a way of forcing the clarity most founders avoid.
• Creative empathy — not tactics — is still the most underrated edge agency owners have.
Chapters
00:00 Flipping the mic: why Todd is interviewing me
02:47 From screw-off art kid to graphic designer
05:30 Starting the agency with ego and no business plan
08:25 The acquisition I should have repeated four times
11:00 Selling the agency and what came after
14:30 Grief, COVID, and finding purpose in the garden
17:10 Launching Agency Outsight and pricing it on instinct
21:40 The asset mindset: building enterprise value
26:00 Programmatic M&A as the real growth lever
30:15 Why founders pay themselves last (and shouldn't)
33:00 Copycat goals and chasing someone else's dream
36:00 Rapid-fire questions and closing thoughts
Steve Guberman is the founder of Agency Outsight and the host of Agency Bytes, the podcast for agency owners who want real conversations about building, growing, and eventually selling the business they've worked so hard to create. A former agency founder who successfully exited his own firm, Steve now coaches creative, marketing, and digital leaders through the challenges of growth, positioning, and the complex decisions that come with scaling or selling an agency. As both a coach and M&A advisor, he helps owners see what truly drives long-term value — financially and personally — and through Agency Bytes, he brings that same lens to every conversation, pulling honest stories and hard-won lessons from the agency world's most respected leaders.
Todd Giannattasio is the founder of Tresnic Media, where he helps brands grow online through systems built on what he calls Helpful and Humanized marketing — a combination of fundamental principles and modern strategy that's earned him features in Entrepreneur, Forbes, and Huffington Post. A veteran marketer with more than two decades in digital communications, Todd has worked with brands ranging from Universal Records and BASF to growing startups and small businesses, giving him a rare perspective on what actually moves the needle at every stage of growth. Certified through DigitalMarketer, HubSpot, and the Jordan Belfort Straight Line Sales and Persuasion System, he's also a sought-after speaker at top events for entrepreneurs and innovators across the country — and a longtime friend of the show, returning to Agency Bytes to flip the mic and interview Steve for this Season 4 kickoff.
Contact Todd on LinkedIn or his website.
Featuring: David Wain-Heapy, ProdigiIn episode 149, I sit down with David Wain-Heapy, founder of Prodigy, a company that helps agencies and digital businesses build flexible, scalable remote teams through global talent sourcing.
David spent 14 years building and running a Magento-focused e-commerce agency out of central London before selling it to Brave Bison PLC. We talk through what that exit process actually looked like, why the right acquirer matters as much as the right offer, and how building systems independent of the founders made the transition possible.
From there, we get into the real substance of what David does now: helping agencies shift from an outsourcing mindset to an offshore hiring mindset. There's a difference, and it matters. Agency owners will come away with a clearer framework for when and how to integrate global talent, how to think about time zones, which roles translate well offshore, and what AI is actually doing — and not yet doing — to development teams in agencies right now.
Key Bytes
• Outsourcing and offshore hiring are not the same thing — one is a handoff, the other is a hire.
• The fix for a failed first attempt wasn't better talent, it was better integration — sprints, tools, and cadence.
• Building a business that runs independently of you isn't just good leadership, it's what makes you acquirable.
• The right acquirer matters as much as the right offer — alignment on team and culture is what made a six-month handoff possible.
• East Coast agencies fit well with Eastern European talent; West Coast agencies are better served by South and Central America.
• AI handles contained tasks well, but it still can't hold the context of an enterprise-scale project.
• The people who will thrive in an AI-augmented world are the ones who bring real creativity — the architects and problem-solvers, not just the executors.
Chapters
00:00 Why this conversation matters for agency owners right now
01:45 David's 14-year agency journey and building in a competitive London market
05:10 The first attempt at offshore talent and why it failed
08:30 Selling to Brave Bison: what the exit process actually looked like
13:15 Choosing the right acquirer and making a clean handoff
17:00 Outsourcing vs. offshore hiring: why the mindset shift changes everything
21:30 How to think about time zones when sourcing global talent
24:45 What systems agencies need before hiring offshore
28:00 Where AI is actually helping agency dev teams right now
33:20 Which roles work well offshore and which don't
37:50 Rapid fire: surfing in Bristol, letting go of control, and a risky bet that paid off
David Wain-Heapy is an experienced founder currently focused on building remote teams for digital businesses with Prodigi.
Having sold my digital agency to Brave Bison PLC, I am now working to provide a flexible and scalable solution that enables companies to take control of hiring by looking at a global talent pool.
I have many years experience building globally distributed teams of digital professionals and leading them to help great businesses win in the race for attention and accelerate their digital growth.
Contact David on LinkedIn or the Prodigi website.
Featuring: Cameron Herold, COO AllianceIn episode 148, I sit down with Cameron Herold, founder of COO Alliance and one of the most recognized voices in operational leadership, to talk about the mindset shift agency owners desperately need right now: stepping into the role of CEO and building a true COO mindset inside their business.
Cameron has helped scale companies like 1-800-GOT-JUNK and advised hundreds of growth-stage businesses, and in this conversation, we unpack what it really means to work on the business instead of being trapped inside it. We talk about the operator’s lens, how founders accidentally become bottlenecks, and why operational maturity is often the difference between a lifestyle business and a scalable asset.
If you’re an agency owner who feels stretched thin, stuck in delivery, or unsure how to elevate your leadership team, this one is a masterclass in stepping up and leveling up.
Key Bytes
• The CEO’s job is vision. The COO’s job is execution. Most agency owners are trying to do both — and burning out.
• Operational discipline isn’t about bureaucracy — it’s about freeing the founder from the day-to-day.
• If you’re still the glue holding everything together, you don’t have a scalable business — you have a dependency.
• Working on the business requires intentional systems, delegation maturity, and the courage to step back.
• Strong operators build companies that can grow, sell, or run without the founder in the weeds.
Chapters
00:00 Welcome & Cameron’s Scaling Background
04:12 The Difference Between a Founder and a CEO
09:48 Why Most Agencies Don’t Truly Work “On” the Business
16:35 The COO Mindset Explained
23:10 Founders as Bottlenecks
31:42 Building Operational Discipline Without Red Tape
40:18 Hiring & Developing Strong Operators
49:03 Scaling vs. Lifestyle Businesses
57:25 Final Advice for Agency Owners
Cameron Herold is the mastermind behind the exponential growth of hundreds of companies globally. Founder of the COO Alliance and Invest In Your Leaders training. Cameron is known as the "CEO Whisperer" and is also the former COO of 1-800-GOT-JUNK?, where he engineered the company's spectacular growth from $2 million to $106 million in revenue in just six years.
The publisher of Forbes magazine, Rich Karlgaard, stated, "Cameron Herold is the best speaker I've ever heard...he hits grand slams”. Cameron is the host of the Second In Command podcast, author of 6 bestselling books, including The Second In Command, Vivid Vision, Meetings Suck, Free PR, Double Double, and The Miracle Morning for Entrepreneurs.
Cameron is a top-rated international speaker and has been paid to speak in 26 countries and on all 7 continents, including Antarctica in early 2022.
Contact Cameron:
www.cooalliance.com
www.cameronherold.com
https://www.instagram.com/cameron_herold_cooalliance
https://www.facebook.com/COOAlliance/
https://www.linkedin.com/in/cameronherold
https://www.linkedin.com/company/coo-alliance/
https://twitter.com/cooalliance
https://www.youtube.com/@CameronHerold?sub_confirmation=1
https://cooalliance.com/vivid-vision/
Featuring: Amy Hood, Hoodzpah DesignIn episode 147, I sit down with Amy Hood, designer and co-founder of Hoodzpah Design, the Southern California brand identity studio behind work for Disney, Nike, Netflix, Target, and the Lakers. Amy and her twin sister Jen built Hoodzpah out of necessity after realizing they were “unhireable on paper,” and turned it into a nimble, right-sized studio that’s intentionally stayed small to protect speed, momentum, and creative quality.
We talk about why “make the work you want to get” is still the most reliable path to better clients, how relationships compound when you lead with curiosity (not strategy), and why creatives have to treat marketing as part of the job if they want opportunities to find them.
Amy also shares the story behind Hoodspa’s Adobe MAX banner plane stunt (“No more broke creatives”), what they learned from taking a big marketing swing, and how they’re shifting from service work into products like their updated book Freelance, and Business, and Stuff and the Fort font subscription app.
Key Bytes
• Making the work you want to get is still the fastest way to change the caliber of clients you attract.
• Staying small on purpose can be a growth strategy — speed and momentum beat bureaucracy.
• If you don’t share your work, people can’t refer you because there’s no proof you exist.
• Spectacle marketing works when it’s aligned, intentional, and captures attention in a sea of noise.
• Diversifying income through products creates longevity — especially when your body can’t grind forever.
Chapters
00:00 Welcome + who Amy Hood is
01:05 Hoodzpah’s origin: “unhireable on paper” to studio owners
02:59 Twin partnership: dividing roles and avoiding scorekeeping
08:41 Staying small on purpose (and why bigger can be slower)
11:18 Landing better clients by making the work you want
18:03 Dream clients + putting your hat in the ring
21:00 Adobe MAX banner plane: “No more broke creatives”
28:40 From service to product: book, fonts, and Fort app
31:48 Font licensing fear and why clients are gun-shy
38:44 Rapid fire: resets, creative myths, and boundaries
Amy Hood is a designer and co-founder of Hoodzpah, Inc, a brand identity studio in Southern California that has worked with companies like Disney, 20th Century, Nike, The Lakers, Target, and Netflix. Amy's logo and identity work centers around custom lettering solutions. She is the font designer behind Palm Canyon Drive, Beale, and Beverly Drive. When she's not stress-watching Laker games, Amy can be found at the beach, plein-air doodling, and practicing her Smashball backhand. She co-authored the book “Freelance, and Business, and Stuff: A Guide for Creatives” (and its related online course) with her sister Jennifer, based on the Professional Practices class they taught at Laguna College of Art & Design.
Contact Amy, grab their book, or fonts all on the Hoodzpah website, Instagram, or YouTube channels.
Featuring: Dorien Morin-van Dam, More In MediaIn episode 146, I’m joined by Doreen Morin-van Dam, a content strategist with more than 15 years of experience helping brands grow through smart, sustainable marketing. Doreen works with teams on how to use AI responsibly and effectively, hosts the Strategy Talks video podcast, and is known for blending emerging tech with deeply human content strategies.
We dig into what really happened when companies rushed to replace humans with AI in 2025—and why many of them quietly reversed course by Q4. Doreen shares what she’s seeing brands regret most, how “AI slop” became a real problem, and why human-led content is becoming a competitive advantage again. We also explore how agencies can use AI as a strategic partner (not a shortcut), why long-form content matters more than ever, and how organic and paid media must work together. This is a grounded, practical conversation for agency owners trying to navigate AI without losing trust, quality, or their voice.
Key Bytes
• Why replacing humans with AI backfired for many brands in 2025
• How AI slop diluted trust, performance, and differentiation
• Why humans must remain the source of truth in content strategy
• How to use AI to analyze, enhance, and scale—not replace—expertise
• Why long-form, opinionated content performs better with LLMs
• How organic social still drives testing, trust, and paid performance
• Why being different beats being “better” in crowded markets
• How agencies should rethink in-house marketing investment
Chapters
00:00 Why 2025 became the “AI correction year”
02:30 What brands got wrong when they replaced people with AI
05:45 Why agencies must treat themselves as their best client
08:55 AI avatars, ethical concerns, and consumer trust
11:30 From AI slop to human-led strategy
15:05 Humans as the source of truth in content
19:45 Why long-form content matters for AI discovery
21:20 Organic social isn’t dead—it’s misunderstood
26:25 Organic + paid: why they must work together
28:00 Rapid-fire questions and practical takeaways
Dorien Morin-van Dam is a Vermont-based content strategist with over 15 years of experience helping brands grow through smart, sustainable strategies. A Certified Social Media Manager and Agile Marketer, she also consults on AI strategy for small businesses, showing teams how to use AI in marketing responsibly and effectively. Dorien turns organic content and emerging tech into measurable results, speaks internationally, and hosts the Strategy Talks video podcast. You’ll recognize her on stage and online by her signature orange glasses, a nod to her Dutch heritage.
Check out Dorien’s website, connect on LinkedIn, or tune into the Strategy Talks podcast.
Featuring: Jessica Hische, StudioworksIn episode 145, I sit down with Jessica Hische—a world-renowned lettering artist, New York Times bestselling author, and one of the most thoughtful creative voices of our generation. And full transparency: I’ve been a huge fan of Jessica’s work for a long time. Her ability to pair obsessive craft with clarity, intention, and humanity has influenced how I think about creative work for years.
This conversation goes far beyond tactics or tools. We dig into what it really means to answer a creative calling—and then protect it. Jessica shares how she’s built a career that honors her instincts, values her time, and stays deeply connected to her craft, without burning out or selling out. We talk about the choices she’s made to stay true to her creative voice, even when external pressure—clients, platforms, trends, or scale—could easily pull things off course.
We also explore the less romantic but absolutely essential side of creative freedom: boundaries, systems, pricing, and self-advocacy. Jessica opens up about how she’s learned to put structure around her work not as a constraint, but as a way to preserve joy, sustainability, and long-term creative integrity. Whether it’s choosing the right projects, saying no without guilt, or building tools that support creatives instead of exploiting them, her through-line is clear: creativity thrives when it’s respected.
For agency owners and creative leaders, this episode is a powerful reminder that building a business—or a career—on your own terms isn’t about sacrificing ambition. It’s about defining success for yourself, staying grounded in your craft, and making intentional choices that allow your work, and your life, to evolve together.
This one felt special to record—and I think it’ll resonate deeply with anyone trying to build something meaningful, creatively and personally.
Key Bytes
• Why answering a creative calling is an ongoing commitment, not a one-time decision
• How staying true to your craft doesn’t require self-sacrifice
• The role boundaries and structure play in long-term creative freedom
• Why defining success for yourself is the real creative advantage
• How creatives can grow without burning out or losing their voice
Chapters
00:00 Following a creative calling
06:40 Staying true to your craft over time
14:10 Defining success on your own terms
22:35 Boundaries, pricing, and protecting creative energy
31:20 Structure as a support, not a constraint
40:05 Evolving creatively without losing yourself
48:30 Advice for creatives building sustainable careers
Jessica Hische is a lettering artist and New York Times Best-selling author based in Oakland, California. She specializes in typographical work for logos, film, books, and other commercial applications. Her clients include Wes Anderson, The United States Postal Service, Target, Hallmark, and Penguin Books and her work has been featured again and again in design and illustration annuals both in the US and internationally. She’s been named a Print Magazine New Visual Artist (20 under 30), one of Forbes 30 under 30 in Art and Design, an ADC Young Gun, a “Person to Watch” by GD USA, and an Adweek “Creative 100”. She's also the co-founder of Studioworks, invoicing software for creatives by creatives.
Contact Jessica on their website, Threads, and Instagram, and learn about Studioworks here.
Featuring: Ali Mirza, Rose Garden ConsultingIn episode 144, I’m joined by Ali Mirza, a sales expert who’s personally closed over $450 million in revenue and advised hundreds of high-growth companies, including multiple Inc. 500 winners and successful exits.
Ali and I dig into what’s really broken in agency sales today — from why “more leads” isn’t the answer, to how founders unintentionally sabotage deals, to the mindset shifts required to close larger, more confident engagements. This conversation is especially relevant for agency owners who are great at delivery but feel stuck, uncomfortable, or inconsistent when it comes to selling.
We talk candidly about sales systems vs. sales personalities, the danger of winging it, and how agencies can move from reactive selling to intentional, scalable growth without becoming someone they’re not.
Key Bytes
• Why “just getting more leads” rarely fixes agency sales problems
• The hidden mindset traps that keep agency owners underpricing
• How confidence (not pressure) actually drives better close rates
• The difference between selling expertise vs. selling outcomes
• Why inconsistent sales processes hurt valuation and scalability
Chapters
00:00 Why agency sales feels harder than it should
04:32 The biggest sales myths agency owners believe
09:15 Why confidence matters more than scripts
14:40 Selling outcomes vs. selling services
20:05 How founders accidentally sabotage deals
26:18 Pricing fear and the psychology behind it
32:10 Building a repeatable sales process
38:45 What great agency sales leadership really looks like
44:20 Final advice for agency owners who hate selling
Ali Mirza is a sales expert who has personally closed over $450 million in sales with multiple Inc. 500 companies and high-growth startups.
His work has been featured in Inc., Forbes, Huffington Post, Business Insider, and more. He has consulted for hundreds of companies, with 17 earning the Inc. 500 Fastest Growing Companies award and three successfully acquired. He is president of Atlanta-based consulting firm, Rose Garden.
Connect with Ali on his personal website, his consulting website, or on his Instagram.
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off!Featuring: Sharon Toerek, Legal and CreativeIn episode 143, I dig into one of the most underestimated risks in agency ownership: the legal blind spots that quietly cost agencies millions over time.
From contracts and scope creep to client disputes, IP ownership, and liability exposure, we unpack where agencies unknowingly put themselves at risk — and why most don’t realize it until it’s too late.
This conversation is a must-listen for agency owners who want to protect what they’ve built, reduce unnecessary exposure, and stop treating legal as an afterthought instead of a growth safeguard.
Key Bytes
• Most agencies don’t realize their biggest legal risks until a problem hits
• Poor contracts quietly drain profit long before lawsuits happen
• Scope creep is as much a legal issue as it is a pricing issue
• IP ownership mistakes can create long-term client and valuation problems
• Proactive legal structure is a growth advantage, not a cost center
Chapters
00:00 Why legal blind spots are so common in agencies
04:15 The contracts agencies rely on (and why they fall short)
10:20 Scope creep as a legal and financial issue
18:05 IP ownership mistakes that come back years later
26:40 Client disputes: where agencies expose themselves
34:10 Risk vs. fear: what actually matters legally
42:00 Simple fixes agency owners can make now
50:10 How legal hygiene protects valuation and exit
56:30 Final thoughts & wrap-up
Sharon Toerek is Founder of Toerek Law (doing business in the agency world as Legal + Creative), where she focuses her national law practice on helping advertising, marketing, communications, and creative agencies protect their assets and turn their ideas into revenue.
Sharon provides proactive, strategic counsel to communications, marketing, advertising, digital, and creative agencies on legal and business issues they face continually in their work, including:
• agency-client relationships, including agency service contracts
• agency-freelancer and agency strategic alliance relationship management
• trademark and copyright protection, enforcement, and licensing
• influencer marketing negotiations and content marketing legal compliance• advertising regulatory compliance
• AI policy and risk management for agencies
Sharon is an approved participant on the 4A's Legal Consultants Panel and a member of the 4A’s Expert Network. She has also served as President of the American Ad Federation (AAF) Cleveland and has been elected to AAF Cleveland’s Hall of Fame.
In addition to her Firm’s work representing U.S. independent agencies, Sharon
• Created the Legal + Creative Agency Protection System, a comprehensive legal education and legal toolkit for marketing, ad and creative services agencies
• Created and hosted over 300 episodes of the agency-focused podcast The Innovative Agency, a podcast about innovation and trends in the marketing agency world
• Presents sessions on agency-critical legal topics to independent agency networks, to private agency audiences, and at industry conferences, including INBOUND, Content Marketing World, MAICON, the Build a Better Agency Summit, Own It Summit, Mirren New York, and PRSA Counselors Academy.
Contact Sharon on LinkedIn or on their website.
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off!Featuring: Amy Maxwell, Maxwell DesignIn episode 142, I sit down with Amy Maxwell, founder and creative director of Maxwell Design, to talk about the real tension small creative shops face: how do you grow without sacrificing the craft that made you successful in the first place?
We dig into what it looks like to evolve from “hands-on designer” to “agency leader,” how to protect quality as you add capacity, and how to make smart choices about clients, process, and scope so growth doesn’t turn into chaos. If you want to scale with intention (and still love the work), this one’s for you.
Key Bytes
• Scaling doesn’t have to mean sacrificing creative quality
• Your process is what protects the craft as you grow
• “Better clients” often solves what “more clients” can’t
• You can stay hands-on without being the bottleneck
• The right constraints create consistency, not limitation
• Hiring should reduce friction, not add management drag
• Clear scope and boundaries prevent quiet burnout
Chapters
00:00 Intro: scaling without losing the craft
02:10 Amy’s origin story and building Maxwell Design
06:20 The “stay small” choice and what it protects
11:05 When growth starts to strain quality (warning signs)
16:10 Processes that keep creative standards high
22:30 Team structure: support roles vs creative roles
28:40 Client fit, boundaries, and saying “no” earlier
34:15 Staying fulfilled while the business grows
40:20 Rapid-fire questions and wrap-up
Amy—Creative Director + Founder of Maxwell Design—has spent the last two decades helping businesses look their best. She’s an award-winning designer with a knack for reading minds and creating delightful visual experiences. Her solution-focused approach makes her someone you’ll want in any room. And her small (but mighty) team comes with some major design chops.
Contact Amy on LinkedIn or on their website.
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off!
Featuring: Meredith Fennessy Witts + Melissa Lohrer, Agency DarlingsIn episode 141, I sit down with Melissa and Meredith, the hosts of the Agency Darlings podcast and longtime agency operators, to unpack why so many agency owners feel burned out, stuck, or disillusioned by the traditional agency growth advice that’s been circulating for decades.
We talk candidly about the “bro playbook” — hustle culture, ego-driven leadership, top-down decision making, and growth at all costs — and why it often leads to unhealthy teams, poor margins, and miserable owners. Melissa and Meredith share what they’ve learned from years inside agencies about what actually drives sustainable growth: emotional intelligence, clear communication, strong operations, and leadership that prioritizes people alongside profit.
This episode is a refreshing, grounded look at agency leadership through a more human lens — one that challenges outdated norms and offers agency owners permission to build businesses that align with who they actually are.
Key Bytes
• Why the traditional agency “bro playbook” is failing modern agencies
• The hidden cost of hustle culture on owners and teams
• How emotional intelligence impacts agency growth and retention
• What healthier leadership looks like inside agencies
• Redefining success beyond revenue and headcount
Chapters
00:00 Why the traditional agency playbook feels broken
05:12 The origins of hustle culture in agencies
11:04 Masculine-driven leadership norms and their impact
17:32 Emotional intelligence as a growth lever
23:58 Building healthier agency cultures
30:41 Operator-led leadership vs. ego-led leadership
37:10 Sustainable growth without burnout
43:26 Redefining success as an agency owner
49:12 Advice for owners ready to do things differently
Each with over 15 years of experience in the agency space and deep-rooted connections within the industry, Melissa and Meredith bring actionable insights, expert advice, and candid conversations that challenge the conventional, masculine-driven approaches to agency growth.
Contact Meredith & Melissa:
www.agencydarlings.com
https://bit.ly/MWDarlings
https://waverlyave.com
https://instagram.com/waverlyave.co
https://www.lecheile.co/contact
https://www.instagram.com/lecheile.co/
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off! Featuring: Michael Janda, More Creative AcademyIn episode 140, I sit down with Michael Janda—agency founder, bestselling author, and one of the most respected voices helping creatives master the business side of creativity. Michael built and sold Riser, worked with giants like Disney and Google, and later led creative teams at Fox before dedicating his career to teaching creatives how to price, position, and run their businesses without burning out.
We dig into the mental and operational “growing up” that every creative eventually faces: getting past portfolio thinking, charging confidently, understanding value, eliminating chaos, and building a more peaceful (and profitable) creative life. Michael’s straight-talk wisdom hits every agency owner exactly where they need it—no fluff, no ego, just clarity.
Key Bytes
• Why creatives struggle with pricing — and how to fix it
• The mindset shift from freelancer to business owner
• How Michael positioned his agency to win massive clients
• The surprising relationship between process, profit, and peace
• What creatives get wrong about value
• Why “portfolio thinking” holds owners back
• How to build a business that supports your life, not the other way around
Chapters
00:01 Welcome + Michael’s background and agency journey
04:12 From creative chaos to building processes that scale
09:45 Why pricing is emotional—and how to make it objective
14:30 Portfolio vs. business owner mindset
19:58 Finding ideal clients and positioning that works
25:21 How Michael sold his agency and what he learned
31:44 The psychology of creative profitability
38:10 Achieving peace of mind as an owner
44:22 Michael’s advice for creatives who feel “stuck”
Michael Janda is an award-winning creative director, agency founder, and bestselling author.
He built the creative agency Riser with clients like Disney, Google, Warner Bros., and ABC, then sold the business after 13 successful years. Before that, he served as a creative director at Fox. Michael
is the author of Burn Your Portfolio and The Psychology of Graphic Design Pricing. Today, he shares practical, no-fluff strategies to help creative professionals master business, pricing, and growth.
Connect with Michael through his Community, Instagram, YouTube, LinkedIn, Website, or explore his Courses.
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off!Featuring: Melanie Chandruang, We ConsultIn episode 139, I sit down with Melanie Chandruang, founder of WeConsult and a strategic operations partner for creative agencies. Melanie has spent the last seven years helping agencies tighten up their financials, streamline workflows, and build stronger leadership teams—while also navigating two maternity leaves, a cross-country move, and re-entering the industry in one of its toughest seasons.
We dig into how she rebuilt WeConsult after stepping away to have kids, what’s changed in the agency landscape since 2023, and why she’s now staying higher-level as a fractional ops leader instead of getting buried in implementation. Melanie breaks down what healthy leadership actually looks like, why so many founders remain the bottleneck even after hiring “senior” people, and how clear ownership, scorecards, and trust change everything.
We also get tactical: what she looks for first in the financials, the operational metrics that matter most, and why agencies without documented processes are struggling the most with AI adoption. We wrap by talking about leading through uncertainty, avoiding burnout, and the simple practice Melanie uses to remind herself of the value she’s creating—plus her very 90s go-to karaoke song.
Key Bytes
• Clean financials and clear reporting are the true foundation of scalable ops
• Workflow ownership matters — if it’s nobody’s job, it’s nobody’s job
• Founders stay bottlenecks when leadership has no autonomy or scorecards
• Agencies with documented systems adopt AI faster (and with fewer messes)
• Strong leadership = trust, clarity, and shared problem-solving
• Self-care and boundaries are essential for sustainable agency ownership
Chapters
00:01 Intro and how Melanie rebuilt WeConsult after kids and a cross-country move
02:48 Stepping away from client work, losing momentum, and clawing back into a changed industry
05:36 Why Melanie now stays high-level and pushes implementation to internal teams and automation
07:42 Founders as bottlenecks and what a truly strong leadership team looks like
11:15 Ego, scale, and the operational shifts required for owners to get out of the way
15:36 Where Melanie starts operationally: financials, workflows, and clear ownership
18:07 The agency financial metrics that actually matter (profitability, cash, utilization, and more)
22:03 Why documented systems are the key to successful AI adoption (and how messy it gets without them)
26:00 Leading through uncertainty, rebuilding a business, and protecting your own wellbeing
28:38 AI note-takers, imposter syndrome, and Melanie’s “value” practice
31:36 Melanie’s 90s karaoke pick and where to learn more about WeConsult
Melanie Chandruang is the Founder of WeConsult and a Strategic Operations Partner for creative agencies. With over 15 years in the industry, she helps agency owners boost profits, streamline operations, and move big initiatives forward so they can focus on growth and what matters most.
Connect with Melanie on their website.
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off!
Featuring: Jordan Snider, Token CreativeIn episode 138, I sit down with Jordan Snider, co-founder and CTO of Token Creative Services, to break down the real impact of integrating Ignition App into their agency operations. Jordan shares how Token went from scattered proposals, manual invoices, and nearly $40k in aging AR to a streamlined, single-system workflow that clients actually appreciated.
We dig into the operational before/after: centralized proposals and agreements, automated billing, faster close rates, clearer scope definition, easier upsells and renewals, and the elimination of unbilled “mystery hours.” Jordan also talks about forecasting clarity — and why dashboards that tie proposals, renewals, and revenue projections together are a game changer for decision-making.
This episode is a grounded look at what happens when an agency stops tolerating a duct-taped sales and billing process and finally upgrades the operational spine of the business.
Key Bytes
• Token’s breaking point was nearly $40k in aging AR — a clear sign the proposal and billing process was broken.
• Clients were confused by multiple proposal versions, scattered contracts, and manual payments; consolidating everything through Ignition simplified the entire client experience.
• The biggest financial lift came from capturing previously unbilled variable hours and out-of-scope work.
• Automated reminders and stored payment methods dramatically reduced AR and manual follow-up.
• Forecasting became easier with visible open proposals, renewal pipelines, and year-over-year revenue projections.
• Simplifying the tech stack cut both software cost and constant integration maintenance.
• Ignition enabled Token to shift from hourly pricing to value-driven retainers because operations finally supported it.
• Jordan’s advice: delaying this overhaul guarantees regret — proactively fixing it avoids the forced crisis moment.
Chapters
00:00 Intro and why Token’s Ignition story matters
02:05 Token’s early days and “brute force” agency ops
03:10 The $40k AR wake-up call
05:10 What was broken in their proposal + onboarding workflow
06:55 Client reactions after switching to Ignition
07:50 Close rates, renewals, and handling scope creep
09:40 Capturing unbilled work and shrinking AR
11:55 Forecasting and metrics that changed decision-making
14:00 Simplifying the tech stack and ditching integrations
16:40 How clarity improved both scope and service delivery
23:40 Productizing services and shifting to retainers
25:05 Jordan’s advice for agencies resisting the overhaul
26:50 Rapid fire and wrap-up
Jordan Snider is the Co-Founder and CTOof Token Creative Services, a full-service digital marketing and creative agency based in Kitchener-Waterloo. With a background in full-stack software engineering, Jordan bridges the gap between technical development and creative marketing. He has contributed personal reflections to platforms supporting victims of family violence, discussing the unique stressors faced by newcomers and the importance of community support systems.
His work reflects a blend of technical precision and a commitment to social impact, aligning with Token Creative’s mission to support businesses making positive environmental or social changes.
Connect with Jordan on their website, or learn more about Ignition here.
Featuring: Jennifer Spire, Preston SpireIn episode 137, I sit down with Jennifer Spire, Partner and CEO of Preston Spire — a 75-year-old agency that’s somehow still pushing boundaries while many newer shops flame out. Jennifer shares how she modernized a legacy company without losing the cultural DNA that kept it alive for three-quarters of a century. We get into leadership transitions, building a values-driven agency, navigating generational shifts in talent, and how she’s shaping the next era of a Midwest powerhouse.
Key Bytes
• The hidden advantages legacy agencies have but often ignore
• Why values act as a competitive moat — but only if they’re enforced
• How Jennifer leads change without blowing up culture
• The reality of modernizing 75-year-old processes
• Where agencies underestimate the work of staying relevant
Chapters
00:00 Intro
01:20 What it means to run a 75-year-old agency today
05:05 How Jennifer modernized Preston Spier without breaking it
09:40 The cultural DNA that actually drives retention
13:55 Why “values” only matter when leaders enforce them
17:48 Leadership evolution: from partner to CEO
21:30 What younger talent expects from an established shop
25:18 Staying relevant in a fast-changing industry
29:55 How Preston Spire balances legacy and innovation
33:42 Advice Jennifer wishes she had earlier
38:10 Closing thoughts
Jennifer Spire is partner and CEO at Preston Spire, an Ad Age Best Place to Work and Midwest Small Agency of the Year. She is an accomplished agency leader with over 25 years of experience in both consumer and B2B marketing for just about every industry out there. At Preston Spire, Jennifer has played the leading role in reshaping the framework that defines the agency, focused on a strong vision, values and purpose. She has been a speaker at dozens of local and national conferences, has authored articles and thought pieces on various marketing subjects, and has been a board member of several nonprofit organizations. Jennifer was an east coast native before calling Minneapolis home. She was an NCGA gymnast and a gymnastics coach, who also had advertising in her blood, thanks to her grandfather being one of the founding fathers of Madison Avenue.
Contact Jennifer on LinkedIn or the Preston Spire website.
Featuring: JP Holecka, Power Shifter DigitalIn episode 136, I sit down with JP Holecka, founder and CEO of Power Shifter Digital, a Vancouver-based agency leading the shift toward AI-driven digital products and content creation. With over 30 years of experience in design, film, and technology, JP has guided multiple teams through successful AI rollouts—transforming workflows, scaling creativity, and redefining how digital agencies deliver value.
We talk about what it really takes to evolve your agency for the AI era, how to navigate the culture shift that comes with automation, and why embracing AI is less about replacing people and more about amplifying what they’re capable of.
KEY BYTES
• AI isn’t replacing creativity—it’s amplifying it
• True transformation starts with changing workflows, not job titles
• The most successful AI rollouts start with internal adoption before client delivery
• Leadership has to model curiosity and experimentation
• Agencies that treat AI as a tool, not a threat, are finding their competitive edge
SHOW REFERENCES
Access JP's AI Miro Board referenced in the episode here. PW: cleardigital
CHAPTERS
00:00 Introduction
02:01 JP’s background and the evolution of Power Shifter
06:32 The first AI experiments that changed everything
10:45 Getting team buy-in and overcoming initial skepticism
14:58 Building processes around AI rather than forcing it in
|20:10 Human creativity in the age of automation
25:36 How AI has changed client expectations
31:12 Leadership lessons from scaling an AI-driven agency
36:45 The next frontier of digital work
40:30 JP’s advice for agency founders starting their AI journey
43:00 Rapid Fire Questions
JP Holecka is the founder and CEO of Power Shifter Digital, a Vancouver-based agency leading the shift toward AI-driven digital products and content creation. With over 30 years of experience in design, film, and technology, JP has guided multiple agencies through successful AI rollouts—transforming workflows, scaling creativity, and redefining how teams collaborate with generative tools.
Contact JP on the PowerShifter website or on LinkedIn.
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off!Featuring: Drew McLellan, AMIIn episode 135, I sit down with Drew McLellan, CEO of Agency Management Institute and host of the Build a Better Agency podcast. Drew’s been in the business for over 30 years and has coached thousands of agencies on how to grow profitably, attract better clients, and actually enjoy the perks of ownership.
In this conversation, we unpack what the real job of an agency owner is — and how easy it is to get lost in the weeds doing everyone else’s. Drew shares how founders can move from day-to-day chaos to the higher-level work of vision, leadership, and building a pipeline that doesn’t depend on them. We also talk about the mental shift from “founder hustle” to “CEO clarity,” and what it really means to build an agency that serves your life, not the other way around.
Key Bytes
• The three things only the owner can and should do
• Why your agency’s profit tells the truth about your leadership
• Building a self-sustaining pipeline that runs without you
• How to structure your week around the owner’s actual job
• The difference between running an agency and owning a business
• What makes an agency truly “sellable”
• Common traps that keep founders stuck in the weeds
• How to get your time back without losing control
Chapters
00:00 Welcome and Drew’s background
04:12 The evolution from founder to true agency owner
09:45 What the “owner’s actual job” really is
14:58 Why agency profit is a mirror of leadership
20:17 Building systems and pipelines that aren’t you
26:04 The importance of clarity and delegation
31:42 Common mistakes that limit scalability
38:27 How to build an agency that can thrive without you
44:10 Preparing for eventual sale or succession
49:22 Drew’s advice for new and seasoned agency owners
Drew McLellan has worked in advertising for 30+ years and started his own agency, McLellan Marketing Group, in 1995 after a five-year stint at Y&R and still actively runs the agency. He spends the lion’s share of his time running Agency Management Institute (AMI), which he also co-owns/runs with his wife Danyel.
AMI serves thousands of small to mid-sized agencies (advertising, digital, marketing, media, and PR) every year, so they can increase their AGI, attract better clients and employees, mitigate the risks of being self-employed in such a volatile business, and best of all — let the agency owner actually enjoy the perks of agency ownership.
AMI is the only agency network that is run by an active agency owner. It offers:
- Public workshops for agency owners, leaders and account service staff
- Owner peer networks (like a Vistage group or 4A’s forums)
- Private coaching/consulting for agency owners
- Annual primary research with CMOs and client decision makers about their work with agencies
- The highly praised podcast Build A Better Agency
- The only conference built for small to mid-sized agencies – the Build A Better Agency Summit
Drew often appears in publications like Entrepreneur Magazine, New York Times, Washington Post, Forbes, AdAge, CNN, BusinessWeek, and many others. The Wall Street Journal calls him “one of 10 bloggers every entrepreneur should read.”
He’s also written several books, the most recent being Sell with Authority (January 2020). The latest book has garnered rave reviews and has been the guidebook for agency growth and business development in today’s world.
Drew also speaks at leading agency and marketing conferences like Inbound, Content Marketing World, and MAICON and is often cited in agency-centric content for his expertise in the industry.
When he’s not hanging out with clients or agency owners and their staff, Drew spends time with his wife, their blended family, and following his beloved Dodgers.
Learn more about Drew and AMI on their website.
Featuring: Jen Moss, JARIn episode 134, I sit down with Jen Moss, Chief Creative Officer and co-founder of JAR, where she helps brands and agencies craft podcasts that move people—not just metrics.
Jen calls herself a podcasting doula, guiding clients through the messy middle of creative storytelling. In this conversation, we dive into how to create audio that actually connects, what makes a podcast worth listening to, and why “Job, Audience, Result” is the framework every agency should adopt before hitting record.
Jen and I explore why most branded podcasts fizzle, how to define success beyond downloads, and the difference between authenticity and algorithm-chasing. If you’ve ever thought about starting a podcast for your agency—or making your current one work harder—this episode’s for you.
Key Bytes
• The JAR method: Job, Audience, Result—a simple framework for podcast strategy.
• Why authenticity and storytelling beat reach every time.
• How agencies can use podcasts as pillar content that drives real relationships.
• Common landmines when launching an agency podcast.
• Why generosity and curiosity build audience trust.
• The most meaningful metrics: engagement, consumption rate, and return listeners.
• When to use internal vs. external hosts—and why it depends.
• The role of creative courage in a crowded podcast space.
• Why “connection” should always be your North Star.
Chapters
00:00 Intro – Meet Jen Moss, podcasting doula and CCO of JAR
02:00 From theater to radio: Jen’s storytelling roots
06:00 The JAR framework explained: Job, Audience, Result
09:30 The real “why” behind launching a podcast
12:30 How agencies can use podcasts as strategic marketing tools
16:30 Internal vs. external hosts: what actually works
19:45 Common landmines and why most podcasts fizzle
22:00 Authenticity, generosity, and giving value away
24:30 Is podcasting too saturated? Finding signal in the noise
27:45 Connection over clicks—how to stand out
31:00 The metrics that matter: consumption, return, and reach trends
33:50 Rapid Fire with Jen Moss: storytelling, creative courage, and dream guests
In her role as Chief Creative Officer of JAR, Co-Founder Jen Moss loves bringing stories to life. With her clients, Jen acts as a “podcasting Doula,” helping them harness their strengths in service of great storytelling. Deeply steeped in the creative process, Jen is unafraid of its ambiguities, and enjoys guiding others through its twists and turns. Drawing on her strong background in theatre, arts journalism, audio documentary, and new media storytelling, Jen helps clients tell the authentic stories that matter to them, and to their audience. She spent many years working as a producer and award-winning content creator for CBC Radio, and as an interactive story producer for The National Film Board of Canada’s Digital Studio, which taught her to think of stories as living things, full of potential for impact. It also taught her to take an “audience first” approach. Jen is never afraid of surfacing big ideas, but understands that sometimes, it’s the little things – the specific lens that “only you” can bring – that will gain the most traction with an audience. Jen loves to look for “fresh tracks” in the form of stories that haven’t been told before. She encourages her clients and her team at JAR to try out new ideas, learn from what the audience data reveals, and let that inform future creative strategy. Finally, Jen keeps her own professional learning curve alive as she lectures part-time at the University of British Columbia’s School of Creative Writing, interacting with the next generation of writers, podcasters, new media producers, and audiences.
Contact Jen on their website or on LinkedIn.
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off!
THIS EPISODE IS SPONSORED BY IGNITION
START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial
Use Code OUTSIGH25 to save 50% off!
Featuring: Kirstin Russ, Practical Edge AIIn episode 133, I dive into the real-world path of AI adoption for agencies with guest Kirstin Russ, founder of Principal Edge AI and Mountains to Sea Media. We unpack the four “zones” of adoption (from denial to productized services), why most AI projects fail without structure and change management, and how to turn internal automations into billable client solutions. We also hit on junior-talent pipelines in an AI world, the risk of “robot-trained-by-robots” content, pricing when you’re still learning, and the discovery discipline required to make automations actually stick.
Key Bytes
• The winning agencies move from “dabbling in automations” to selling AI-powered solutions that solve specific client problems.
• 95% of AI projects fail because of missing structure, messy data, and zero change management — fix those first.
• AI should elevate people to higher-value work; train juniors to work with AI, not to be replaced by it.
• Don’t chase every shiny tool; build repeatable agent patterns and a stable stack you trust.
• Discovery is everything: a “15-step” flow usually hides 30 more steps — price and scope accordingly.
• Monetization starts with ops pain: map ugly manual workflows, then automate the “swivel-chair” steps.
• Thought leadership beats generic AI copy: capture founder audio, codify brand voice + ICPs, then assist with AI.
• Profit vs. quality is a real tension — set guardrails so efficiency never erodes outcomes.
Chapters
00:00 Intro & Kirstin’s two businesses
00:57 Why an outsource-first agency model
03:07 Year of deep AI study and first tools “in the wild”
04:43 The four zones of agency AI adoption
06:14 From “getting ahead” to “survive”: disruption hits marketing
09:01 Why AI projects fail: structure, data, and change management
11:00 Practical internal automations (transcripts → CRM, follow-ups, etc.)
12:58 Junior talent in an AI era & the content quality dilemma
15:18 Building an AI content assist system (voice, ICP, research)
18:48 Tool sprawl vs. foundations; avoiding shiny-object traps
20:40 Can clients DIY? Positioning & selling AI services
21:08 Case studies: Square inventory workflow & quote tool
24:38 Pricing while you’re learning; managing expectations
27:18 Aha moments: you can’t do it all; systemize & delegate
29:14 Theme songs, imposter syndrome, and wrap up
Kirstin Russ is a seasoned business strategist with 30 years of cross-industry experience who brings a unique dual approach to business growth. As the founder of Practical Edge AI, she helps businesses leverage artificial intelligence to automate growth, reduce manual workload, and improve profitability—often delivering measurable results within the first week.
Simultaneously, as the driving force behind Mountains to Sea Media, a Western North Carolina-based digital marketing agency, Kirstin helps businesses amplify their online presence through strategic internet marketing, data analytics, and performance-focused web design.
Kirstin's superpower lies in her holistic approach to business analysis, understanding how systems interconnect and where AI can enhance traditional & digital marketing strategies. By combining cutting-edge AI solutions with proven digital marketing expertise, she creates integrated growth pathways that optimize both operations and customer acquisition.
With an approachable style and commitment to practical results, Kirstin transforms business challenges into opportunities. Her guiding question remains: "If you could wave a magic wand and change anything about your business, what would it be?"
Contact Kirstin on the Practical Edge AI website or LinkedIn, Mountains to Sea Media website or LinkedIn.
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Featuring: Leah Leaves, Alderaan Operations SolutionsIn episode 132, I talk with Leah Leaves, founder of Alderaan Operations Solutions, where she helps remote digital agencies grow without the grind. Known for her no-fluff, systems-first approach, Leah and her team embed expert operations managers directly into agencies to break bottlenecks, reduce burnout, and build businesses that can scale without the founder in every decision.
We dig into what causes owners to become the bottleneck, the difference between goals, systems, and team accountability, and how every agency—no matter the size—can start building a foundation that prevents burnout and supports growth. Leah also shares how to identify when it’s time to bring in an operator, how to delegate effectively, and why even the best creative agencies need structure to thrive. We wrap by exploring how AI fits into internal operations and why every agency needs an AI Ops roadmap, even if it’s just six months ahead.
Key Bytes
• Burnout often begins with unclear goals and missing systems; clarity is the antidote.
• Leah outlines four agency owner archetypes—the Trusting Optimist, Firefighting Founder, Reluctant Gatekeeper, and Visionary Leader—and how operators help each evolve.
• Delegation isn’t dumping tasks; it’s empowering your team with context and ownership.
• Documenting the “why” behind your systems drives consistency and accountability.
• Operators create the scaffolding for scale—allowing founders to focus on vision, not firefighting.
• Every agency, regardless of size, benefits from an AI Ops roadmap to guide internal efficiency.
• Start with what you already have—processes, checklists, or recurring workflows—and build from there.
• Systems don’t kill creativity; they protect it by removing chaos and decision fatigue.
Chapters
00:00 Intro and welcome with guest Leah Leaves, founder of Alderaan Operations Solutions
02:00 The Star Wars origin of “Alderaan” and Leah’s path from journalism to operations
05:30 From creative to systems thinker: finding flow in operations
08:00 How unclear goals and missing systems cause bottlenecks
10:00 Guardrails vs. micromanagement: empowering the team without overengineering
13:00 The burnout cycle and why delegation is a creative act
15:00 The four types of agency owners and their operational challenges
20:00 Shifting from bottleneck to visionary: the operator’s role in scaling
23:30 Why every agency needs an AI ops roadmap
26:30 Putting “robots” in the org chart and making automation work
29:00 Low-hanging AI wins: onboarding, recruiting, and workflow automation
32:00 Rapid-fire Q&A: distilling systems, theme songs, and unexpected client wins
34:45 Closing thoughts and where to find Leah
Leah Leaves is the Founder of Alderaan Operations Solutions, where she helps remote digital marketing agencies grow without the grind. Known for her no-fluff, systems-first approach, she and her team embed expert Operations Managers directly into agencies to break bottlenecks, reduce burnout, and build businesses that can scale without the founder in every decision.
Contact Leah on LinkedIn, on the Alderaan website, or take their Agency Owner Quiz.
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Use Code OUTSIGH25 to save 50% off!Featuring: Maiya Holliday, MangroveIn episode 131, I sit down with Maiya Holliday, founder and CEO of Mangrove Web Development, a Certified B Corp agency that’s been building websites for change-makers since 2009.
Maiya shares her evolution from self-taught coder to agency leader, how she built Mangrove into a values-driven, fully remote team long before it was trendy, and why B Corp certification serves as an operating system rather than a marketing badge.
We dive into the realities of serving nonprofits and purpose-led organizations, how to balance mission and margin, and how AI is reshaping collaboration between designers and developers. Maiya’s insights are both grounding and inspiring for anyone building a business around impact and intention.
Key Bytes
• B Corp certification can provide structure for how an agency operates—not just a label to display.
• Nonprofit clients aren’t “low budget” if you help them tie digital to their mission, revenue, and reach.
• AI is changing agency workflows fast, but curiosity, ethics, and experimentation keep it human.
• Merging two purpose-driven teams isn’t about scale—it’s about shared values and vision.
• Mangrove’s evolution shows that you can stay small, focused, and deeply impactful.
Chapters
00:00 Intro: From coder to CEO
01:00 The origin story of Mangrove Web
03:30 Becoming a Certified B Corp
06:00 Lessons from the certification process
09:00 Staying accountable to B Corp principles
11:00 How competition has evolved in the B Corp space
14:30 Why Mangrove focuses on nonprofits & foundations
17:30 Pricing and positioning in the nonprofit world
20:00 The role of AI in Mangrove’s workflow
23:00 How design and dev are converging
27:30 Internal AI tooling vs. client-facing tools
30:00 Building trust as a strategic digital advisor
32:20 Rapid fire: remote work, creative parenting, and common myths
34:50 Closing thoughts
Resources Mentioned
https://www.ai4np.org/
Maiya Holliday, CEO and Founder of Mangrove Web Development, is a creative leader and collaborator who crafts digital solutions to augment the impact of changemakers. She is a self-taught coder with over a decade of hands-on experience. Maiya aligns folks toward actionable goals that help articulate and communicate their organization’s purpose and impact on the web, with people, planet, purpose, and equity at the core. She has led over 200 website projects for changemakers and purpose-driven organizations.
Maiya led Mangrove to become a Certified B Corp in 2016 and has since championed the cause of socially and environmentally conscious businesses, deepening their impact. She values working alongside a diverse team of talented people who are passionate about what they do.
A Bay Area native, Maiya now lives in the mountains of Truckee, CA, with her husband Shaun and little humans Terner and Miles. You might also find her in Oakland or Australia, where she tends to show up on a regular basis.
Contact Maiya on LinkedIn, the company's LinkedIn page, or their website.
Featuring: Peter Lang, Digital Agency BusinessIn episode 130, I sit down with Peter Lang—co-founder of Digital Agency Business and AVA, and longtime agency acquirer—to unpack how agency owners can use M&A as a growth superpower. Peter shares the seven-day deal that doubled his agency’s revenue, the due-diligence signals that actually matter (talent, client stickiness, and contracts), why most M&A fails on culture not math, and how AI is reshaping hiring and service models. We also get into founder identity after the sale, what “professional maturity” looks like, and why many owners are really capital allocators in the making.
Key Bytes
• M&A can compress years of organic growth into months—if you underwrite people, clients, and terms before the numbers.
• Culture fit and integration planning beat fancy spreadsheets; most failed deals are value misalignment, not valuation.
• AI is wiping out entry-level tasks first; the winners redeploy A-players and teach clients how to use AI, not hide from it.
• Founder-led sales can’t be the only engine; build repeatable sales capacity that survives distractions.
• You already “work for” whoever pays you—selling changes the customer, not your agency DNA.
• Treat time like capital: budget it, forecast it, and review it like an effective executive.
Chapters
00:00 Cold open, quick re-intro
01:08 The seven-day deal that doubled revenue
03:32 Doing three deals in 90 days during COVID
06:36 Common seller misconceptions and Peter’s deal lens
09:19 Endurance mindset, calendars, and operating like an athlete
13:46 What buyers actually look for beyond the numbers
17:43 AI’s impact on talent, delivery, and survival to 2027
22:10 Life after the sale and “professional maturity”
24:51 Rapid fire: celebrating wins, the race that changed him, dream acquisition
27:45 Where to learn more (digitalagencybusiness.com)
Resources Mentioned
• Effective Executive by Peter Drucker (time tracking and retrospective)
• GrowthHackers community (context on Peter’s portfolio)
• digitalagencybusiness.com (Peter’s M&A training and upcoming book)
Peter Lang is an entrepreneur, investor, and philanthropist with over 15 years of experience building, buying, and selling companies across online publishing, media, advertising, e-commerce, and consulting. He’s the co-founder and Chief M&A Officer at AVA, a fast-growing digital agency holding company acquiring businesses in the $1–10 million range.
Peter also runs Digital Agency Business (DAB), an e-learning company that trains entrepreneurs to launch and scale their own agencies. A former CEO of Uhuru Network and advisor to multiple companies, Peter’s passion lies in using mergers and acquisitions to accelerate growth. An endurance athlete and family man, he lives by the belief that anything is achievable with hard work.
Contact Peter on LinkedIn or his website.
Featuring: Natasha Golinsky, On Purpose ProjectsIn episode 129, I talk with Natasha Golinski, founder of On Purpose Projects, a custom web and e-commerce dev agency. Natasha is a three-time Canada Women of Influence nominee, a mom of three, and a breast cancer survivor—and she’s built her business around the belief that mindset is everything.
We dig into how she went from “accidental agency owner” to leading a zero-meeting, all-contractor team for over a decade, and why journaling, EFT (tapping), and surrounding yourself with the right people are critical to surviving the entrepreneurial rollercoaster. Natasha also shares how a cancer diagnosis forced her to hire ops support—and ultimately led to one of her agency’s biggest months ever.
This episode is a masterclass in grit, leadership, and the mental game of entrepreneurship.
Key Bytes
• Mindset is the job. Natasha starts most days with journaling and EFT to reset anxiety and focus.
• Zero meetings, high loyalty. A culture of respect, gratitude, and no drama keeps her contractor team thriving.
• Protect your people. Leadership means absorbing the stress and passing the praise.
• Say no early. Guardrails in discovery protect the team from toxic clients.
• Crisis as catalyst. Cancer forced Natasha to let go of ops—and it unlocked growth.
• Community matters. No one is self-made—surround yourself with peers who lift you up.
• Focus sharpens delivery. On Purpose Projects does dev only—like a food truck that just serves crepes.
Chapters
00:00 Welcome & Natasha’s background
02:12 Accidental agency beginnings
04:45 Mindset, marketing, and money: her founder lane
07:30 Morning pages & EFT as daily reset tools
11:05 Cancer diagnosis, hiring ops, and a breakthrough month
15:20 Building loyalty in a zero-meeting contractor culture
20:22 Client red flags & protecting your team
23:50 Why no one is self-made: the role of community
26:30 Rapid-fire fun: karaoke, first impressions, food truck metaphor
28:55 Closing thoughts
Natasha Golinsky is the founder of an award-winning web development and ecommerce agency, a three-time nominee for the Canada Women of Influence® Award, and a tireless champion of female agency owners. Natasha’s also a mom of three and a breast cancer survivor who brings grit, heart, and a deep sense of purpose to everything she does. I’m thrilled to dig into her journey, her mission, and the lessons she’s learned along the way. Natasha, welcome to the show.
Award-winning web development & ecommerce agency founder | Champion & connector of female agency owners | 3x nominee Canada Women of Influence® Award | Breast Cancer Butt-Kicker | Mom x 3
Contact Natasha on their website or on LinkedIn.
Featuring: Logan Lyles, DemandShiftIn episode 128, I sit down with Logan Lyles, founder of DemandShift and longtime B2B sales and marketing pro. Logan’s career has spanned brand side, agency side, and now his own consultancy—giving him a unique perspective on what it really takes to grow pipeline.
We unpack his journey from scaling Sweet Fish Media to Inc. 5000 status, building the Agency Life series at Teamwork, and leading growth at Business Builders. Most importantly, Logan shares how he turned disappointing webinar results into a repeatable framework that consistently converts registrations into booked sales calls.
If you’ve ever run a webinar that felt like a win… until the dreaded “conversion cliff,” this episode gives you the practical, step-by-step fixes to turn those views into revenue.
Key Bytes
• Logan explains how most agencies fall into the “conversion cliff” trap—lots of registrants, little pipeline—and the two-part fix that changed everything.
• He shares the importance of packaging your expertise into a clear framework that creates a natural next step.
• We break down his two-step registration process that boosted webinar conversions by 5–10x.
• We compare free vs. paid events, what impacts show-up rates, and which strategy works best for agencies.|
• We talk about how webinars double as content engines for thought leadership and trust building.
• Logan shares why solopreneurs and 20-person agencies alike can adapt this strategy with the right tech stack.
• He opens up about lessons learned in sales—why not every “yes” is worth chasing.
Chapters
00:02 Intro to Logan Lyles and Demand Shift
01:14 Logan’s meandering career path from journalism to sales to agency life
03:09 Lessons from scaling Sweet Fish Media and leading growth at Business Builders
06:44 Why referrals aren’t enough for agencies anymore
07:28 The “conversion cliff” of webinars and how Logan fixed it
09:48 The two-step registration process that boosted conversions 5–10x
12:59 Free vs. paid webinars: show rates, signups, and strategy
15:57 Webinars as thought-leadership engines and content machines
19:11 Blending demand gen with brand building for faster sales cycles
23:02 Rethinking webinars: live podcasts, polls, and engagement tactics
27:08 Sales lessons: why not every yes is worth chasing
27:50 Wrap-up and where to find Logan (demandshift.co)
Logan Lyles has spent 17 years in B2B sales & marketing, drawing on his journalism background & working both agency- and brand-side in various roles. He has helped multiple agencies scale, including helping lead Sweet Fish Media onto the Inc 5,000 List 2 years in a row & increasing Business Builders monthly email list growth by 580% in 2024.
Logan is the founder of DemandShift, a webinar-as-a-service agency, the co-host of the weekly podcast: The Marketing Max Show & a LinkedIn Top Voice.
Contact Logan on his website or on LinkedIn.
Featuring: Kelly Schuknecht, Two Mile High MarketingIn episode 127, I talk with Kelly Schuknecht, founder of Two Mile High Marketing and host of the Beyond the Best Seller podcast. Kelly shares her journey from being laid off to launching her agency, how she quickly built a team, and why she’s focused on helping agency owners and CEOs grow through thought leadership platforms. We dig into what I call The Agency Owner’s Visibility Plan—a repeatable system of podcasts, stages, and LinkedIn that helps agencies build authority, stay top-of-mind, and consistently attract clients.
Key Bytes
• The Agency Owner’s Visibility Plan comes down to visibility, credibility, and consistency.
• Trusting yourself to leap without a safety net accelerates growth.
• Niching disqualifies the wrong buyers while pulling in the right ones.
• Visibility means showing up where your audience already is.
• Credibility is built in a snap judgment—package your proof.
• Consistency matters more than volume—set a realistic cadence.
• Every podcast interview can fuel a month’s worth of content.
• Delegating early unlocks owner time for actual growth work.
• In-person events still beat virtual for relationship building.
Chapters
00:00 Introducing Kelly and the story behind “Two Mile High”
03:30 From acquisition layoff to launching an agency
06:45 Why she pivoted away from “fractional CMO”
09:55 The challenge and power of niching down
13:50 Hiring early and delegating with trust
16:20 The Visibility–Credibility–Consistency framework
19:55 A realistic cadence for LinkedIn, podcasts, and speaking
24:10 In-person vs. virtual events and AI’s limitations
26:45 Rapid Fire: superpowers, lessons learned, and marketing myths
Kelly Schuknecht is the founder of Two Mile High Marketing, where she partners with agency owners and business leaders to build powerful thought leadership platforms. With over 15 years of marketing experience and a track record of elevating brands from behind the scenes, Kelly now helps experts step into the spotlight through strategic content, visibility tactics, and authentic personal branding. She’s the host of Beyond the Bestseller, a podcast featuring women who use their stories to lead.
Connect with Kelly on their company website, personal website, or on LinkedIn.
Featuring: Meeky Hwang, NdevrIn episode 126, I sit down with Meeky Hwang, CEO and partner at Endeavor, a WordPress development agency powering digital platforms for major media and enterprise brands like Bloomberg, Forbes, and Sony. With over two decades of experience in development and DevOps, Meeky has built Endeavor into a trusted name in the WordPress ecosystem while also paving the way as a female leader in tech.
We talk about her accidental journey into agency ownership, what it’s like leading in an industry where women are still underrepresented, and how Endeavor built its three-pillar framework for resilient platforms. Meeky shares candid insights on navigating partnerships, the challenges of “over-engineering” with headless CMS, and the importance of masterminds and community for entrepreneurs.
Key Bytes
• Meeky shares how an “accidental” freelance project led to a decade-long partnership and agency.
• She discusses the importance of having clear role delineation with her co-founder to avoid missteps.
• Endeavor’s three-pillar framework (audience experience, editorial experience, developer experience) keeps their platforms resilient.
• She explains why many publishers are moving away from over-engineered headless CMS solutions back to WordPress.
• As a female leader in tech, she reflects on mentorship, representation, and inspiring others by simply “being the first.”
• She stresses the value of mastermind groups for growth and support, something she wishes she’d pursued earlier.
• Endeavor is exploring AI to streamline workflows and even testing new content tools for clients.
• Her advice for organizations: implement proper version control and CI/CD to avoid preventable tech mistakes.
Chapters
00:00 Welcome and introduction to Meeky Hwang
03:00 Becoming an “accidental” agency founder
07:00 Women in tech and leadership representation
11:00 Why Endeavor niched into WordPress and media
12:30 The three-pillar framework for resilient platforms
15:00 Headless CMS pitfalls and returning to WordPress
18:00 Navigating co-founder roles and partnerships
23:00 AI, internal tools, and what’s next for Endeavor
25:00 The power of masterminds for entrepreneurs
27:00 Rapid fire: karaoke, hobbies, and tech stack fixes
Meeky Hwang is the CEO & Partner at Ndevr, a WordPress development agency trusted by leading digital media and enterprise companies. With 20+ years of experience in web development, open-source technology, and DevOps, she specializes in optimizing complex digital ecosystems, streamlining editorial workflows, and aligning technology with business goals.
Meeky has helped major brands like PMC, Hearst, Bloomberg, Forbes, and Sony build scalable, high-performing digital platforms. A champion for women in tech, she is passionate about fostering opportunities for the next generation of leaders.
Contact Meeky on their website.
Featuring: Dolores G Hirschmann, Masters in ClarityIn episode 125, I sit down with Dolores Hirschmann, investor, strategist, and founder of Masters in Clarity. Dolores has built, scaled, and sold businesses—including one to Pete Vargas and Grant Cardone after growing it to eight figures. A former TEDx organizer, she now helps service professionals and thought leaders clarify their message, craft high-converting signature talks, and get booked on stages that drive real business results. We explore her journey from early internet marketing in Argentina to launching an outbound speaker agency, and she shares her framework for creating talks that convert, practical tips for pitching event organizers, and why thought leadership is still one of the most powerful growth levers for agencies.
Key Bytes
• Thought leadership isn’t about celebrity—it’s about clarity and consistency
• A great talk is less about what you say and more about what your audience walks away with
• Don’t pitch event organizers with long bios—open the door with a simple yes/no question
• The best call-to-action from stage isn’t a free consultation, it’s a free resource tied to your talk
• A signature talk framework can be applied to any presentation—keynote, workshop, or boardroom update
• Speaking is one of the most scalable ways to build trust, demonstrate expertise, and generate new business
Chapters
00:00 Welcome and introduction to Dolores Hirschmann
01:18 Early internet marketing and human-to-human relationships
04:58 Moving to the U.S. and pioneering online learning platforms
06:26 From serial entrepreneur to coach and strategist
08:19 Organizing TEDx and developing the signature talk framework
11:26 Building and scaling a speaker agency to $20M+
14:29 Why agencies need to lean into speaking and thought leadership
15:44 Practical steps to land more speaking opportunities
20:07 The seven steps of a high-converting talk
23:24 How to craft calls-to-action that drive leads from stage
25:23 Using QR codes and free resources to capture audience interest
26:25 Masters in Clarity workshops and software for speakers
27:02 Rapid fire: tap dancing, gut instincts, and buying businesses
Dolores Hirschmann is an investor, strategist, speaker, and founder of Masters in Clarity, a strategy and business coaching firm. She helps service professionals grow their businesses and establish thought leadership. A former TEDx organizer, she specializes in positioning experts, authors, consultants, and coaches for success.
Dolores recently sold a company to Pete Vargas and Grant Cardone, supporting its growth to multiple 8 figures in four years. She built a software platform to help speakers get placed on stages and advises businesses on preparing for profitable exits. Masters in Clarity provides fractional Chief Marketing Officer (CMO) services to help companies design and execute marketing initiatives and set up automated marketing systems. As an investor, Dolores acquires and scales small businesses, ensuring their legacy and long-term success.
Connect with Dolores on their website.
Featuring: Joe Rojas, Start Grow ManageIn episode 124, I sit down with Joe Rojas, founder of Start Grow Manage and author of How Entrepreneurs Thrive. Joe has built and sold multiple MSPs, each time leveraging the power of deep niching to accelerate growth. We talk about the pivotal inflection points in a business’s lifecycle, why niching works across any industry, and how systems and values create businesses that can run—and grow—without the owner. Joe shares his framework for moving from “job” to “business,” the core values that drive his work, and how agencies can increase profitability by solving real business problems for clients. We also discuss the parallels between MSPs and agencies when it comes to client retention, lifetime value, and building a life you actually want to live.
Key Bytes
• Niching accelerates growth because it clarifies your offer and your audience
• The difference between a lifestyle job and a lifestyle business is scale and delegation
• Core values must be discovered, not invented—and hiring should be based on them
• Profitability can start with your existing clients, not just new ones
• Long-term success comes from solving clients’ business problems, not just delivering services
Chapters
00:00 Welcome and guest intro
01:06 Joe’s journey from the Army to building and selling MSPs
03:18 Understanding the “Start, Grow, Manage” stages
05:03 Why Joe wrote How Entrepreneurs Thrive
06:33 The $1M inflection point and profitability mindset
08:16 Helping clients reclaim their time and freedom
12:20 Building core values that drive the business
16:46 Hiring for abundance mindset and cultural fit
21:07 How Joe’s book applies to agencies today
24:07 Why technology changes but strategy doesn’t
26:08 Expanding accounts by solving deeper problems
28:37 Mapping the client journey for better results
30:21 Rapid fire questions and closing thoughts
Joe is the Founder at Start Grow Manage, based in New York, and author of How Entrepreneurs Thrive. He empowers Managed Service Providers and entrepreneurs to overcome the challenges of business formation to create profitable, growing businesses. As a serial entrepreneur himself, he has faced the challenge of making new and growing businesses work. His career started in the military, where he became an expert in information technology, eventually forming his own managed services company. Through that experience, he discovered the formula for businesses and learned that entrepreneurs are good at what they do but struggle to build a business.
Connect with Joe on their website.
Featuring: Jenny Plant, Account Management SkillsIn episode 123, I sit down with Jenny Plant, founder of Account Management Skills, to talk about why strong account management is the secret weapon for agency growth. Drawing on over 25 years of experience on both the agency and client side, Jenny shares how she helps account managers develop the skills, confidence, and mindset to grow accounts without feeling “salesy.” We discuss the challenges of hybrid AM/PM roles, how to spot rising account management stars, and why curiosity and relationship skills often outweigh industry knowledge. Jenny also dives into her “Four P’s” of AI for account managers—Productivity, Personalization, Prescribe, and Predict—showing how technology can boost proactivity and client value. We wrap with insights on setting growth targets, charging for account management, and building a culture that celebrates account wins as much as new business.
Key Bytes
• Account growth starts with training AMs to be proactive, not just reactive service providers
• Hybrid AM/PM roles often fail to drive growth because delivery takes priority over development
• Curiosity and relationship skills can be more valuable than industry expertise
• AI can help AMs be more productive, personalize interactions, prescribe solutions, and predict client needs
• Co-creating growth targets with AMs boosts buy-in and accuracy
• Celebrating account growth fosters a culture where client retention and expansion matter as much as net new business
Chapters
00:00 Introduction to Jenny Plant & Account Management Skills
02:20 Why sales training is vital for account managers
04:16 The challenge of hybrid AM/PM roles in driving growth
08:58 Traits of successful account managers
11:32 Hiring AMs from outside the agency world
13:14 Jenny’s Four P’s of AI for account managers
18:19 Proactivity and presenting ideas to clients
20:38 Co-creating account growth targets
22:55 Charging for account management services
24:36 How many accounts can one AM manage effectively?
28:15 Creating a culture that celebrates account growth
Jenny Plant is the founder of Account Management Skills a training company helping agency account managers retain client relationships and grow accounts.
Jenny has over 25 years in agency account management and has also worked client-side in marketing for an international airline and pharmaceutical company.
Her account management training programmes blend proven client growth methodologies with the integration of AI tools, helping agencies stay relevant, efficient, and proactive.
She also hosts the Creative Agency Account Manager Podcast, where she shares insights and interviews to elevate the agency-client relationship management standards across the industry.
Connect with Jenny on their website.
Featuring: Arielle Cohen, Business 411In episode 122, I sit down with Ariel Cohn, founder of Marketing 411 and CMO of Business 401, to talk about how she scaled a multi–seven figure agency by going all-in on the roofing niche. Ariel shares why niching transformed their operations, how they built scalable systems and sister companies to serve the industry, and why embracing AI and virtual teams has been key to their growth. We also dive into the mindset shifts required to build an agency that supports your lifestyle — instead of running you into the ground.
Key Bytes
• Niching down creates clarity, repeatable systems, and faster scaling opportunities
• A sister company approach can build trust and open new revenue streams
• Retainer-based models help stabilize cash flow and increase profitability
• Virtual teams and offshore talent can boost efficiency without sacrificing quality
• Embracing AI is no longer optional — it’s essential for agency survival and growth
Chapters
00:01 Intro and Ariel’s background in roofing marketing
01:12 From generalist to roofing specialist: why niching was key
04:44 Myths about niching and lessons from going all-in
07:32 Defining the ideal client profile and setting minimums
09:00 Early challenges and focusing on revenue first
12:34 Building two complementary companies for growth
16:22 Leveraging virtual teams, overseas talent, and AI for scale
19:07 Retainer models vs. one-off projects for stable growth
20:29 Staying hungry and setting bigger goals
23:18 Embracing AI and adapting to industry change
25:10 Rapid fire: worst advice, daily habits, and explaining her job to a 5-year-old
Arielle Cohen is the Co-Founder of Marketing 411 and CMO of Business 411. With over a decade of experience in marketing, she has mastered the art of growing a Multi 7 Figure Agency through building a scalable and efficient operation. As the company grows, her focus has shifted to optimizing her time and building a dream company that supports her vision and lifestyle—without letting the business take over.
Connect with Arielle at marketing411.com, business411.com, or @arielleCEO on social.
Featuring: Shawn Johnston, Forge and SmithIn episode 121, I sit down with Shawn Johnston, founder of Forge and Smith and creator of Refoundry—a low-code WordPress platform that’s transforming how agencies build and deliver websites. We talk about how Shawn cut delivery time by 70%, turned profit margins around using the Profit First method, and transitioned his agency toward a scalable, productized model. He shares insights on navigating developer pushback, balancing client empowerment with agency control, and preparing for evolving tech shifts like AI in web development. Whether you’re struggling with project bottlenecks, shrinking budgets, or scaling challenges, Shawn’s story offers a clear path forward for building smarter, more profitable systems.
Key Bytes
• Refoundry cut Forge and Smith’s development time by 70%, transforming profitability.
• Adopting Profit First changed their approach to pricing and overhead limits.
• Client empowerment through low-code builds loyalty and drives referrals.
• Transitioning leadership allowed Shawn’s team to grow into bigger roles.
• Technological shifts (like Webflow and AI) demand constant agency adaptation.
• Productizing an internal tool opened new revenue streams beyond services.
• Balancing developer pride with client needs is critical for successful adoption.
• Early lessons in print taught Shawn to anticipate and embrace industry change.
Chapters
00:01 Introduction to Shawn Johnston and Forge and Smith
02:11 Moving from freelance to full agency and early challenges
04:39 Implementing Profit First and shifting to scalable systems
06:38 Why Refoundry: Bringing low-code to WordPress
08:22 Cutting development time and improving project profitability
11:23 Developer pushback and prioritizing client empowerment
14:44 Evolving Refoundry into a product for other agencies
17:03 Transitioning leadership and building team collaboration
24:17 Preparing for tech shifts like AI and staying nimble in delivery
28:30 Rapid fire questions and final reflections
Shawn Johnston is the founder of Forge and Smith, a digital agency that’s launched over 500 websites in the past 13 years. After hitting the usual delivery bottlenecks and burnout cycles, he built Refoundry—a low-code platform for WordPress that helped his team cut build times by 70% and scale without sacrificing quality. Now he’s on a mission to help other agencies streamline delivery, boost margins, and build systems that actually work.
Contact Shawn on Forge and Smith or Refoundry.
Featuring: Greg Bellinger, White RabbitIn episode 120, I sit down with Greg Bellinger, co-founder and CEO of White Rabbit, a web and mobile development agency with nearly 100 in-house employees spread across Colombia, India, and the U.S. Greg shares his journey from frontend developer to visionary CEO and breaks down how White Rabbit scaled by staying focused on one niche—supporting other agencies.
We explore why White Rabbit only hires full-time employees, how niching into agency delivery gave them a competitive edge, and the strategic thinking behind launching their own internal project financial software. Greg also talks about his passion for creation, not just in code but in culture, leadership, and future products. This one’s full of takeaways for agency owners looking to scale with purpose.
Key Bytes
• Greg shares why they only hire full-time employees and the cultural benefits that come with it
• He explains how niching into working with agencies helped them scale more efficiently
• Greg reflects on stepping away from product management and letting his leadership team shine
• He talks about the challenges of managing across three countries and how they keep their culture unified
• Greg reveals details about their custom-built project management and financial tool
• He offers insight into people management, tough conversations, and protecting your energy
• He shares his personal philosophy of “create,” from coding to building culture
• Greg discusses what entrepreneurship means to him and how it’s been part of his DNA from the start
Chapters
00:00 Welcome and guest intro
01:00 The origin of White Rabbit and its full-time hiring philosophy
02:30 Transitioning out of coding and project management
06:00 Working exclusively with agencies vs. going direct
07:15 Niching and its impact on growth and clarity
10:00 Scaling globally: why Colombia, India, and the U.S.
12:00 Uniting culture across three countries
14:00 Vision for the future: stepping back, launching products
16:30 Building internal software for project and financial management
19:00 Lessons in people management and entrepreneurship
25:00 Rapid fire: guilty pleasures, two-word advice, and dream hire
Greg Bellinger is the Co-Founder and CEO of White Rabbit Group, a web and mobile development agency with a fully in-house team of nearly 100 employees across three countries. His passion for technology began in childhood, leading him to hand-code his first websites in 2008. In 2016, he co-founded White Rabbit Group, building it into a trusted development partner for world-class agencies and creatives. Under his leadership, the company has earned a reputation for delivering high-quality digital solutions while fostering a close culture of technical experts.
Contact Greg on the White Rabbit website or on LinkedIn.
Featuring: Jessica MalnikIn episode 119, I sit down with Jessica Malnik, a B2B messaging strategist who’s helped over 75 founders and lean marketing teams craft content that actually gets read—and drives results. We talk about the risks of over-commoditized content in the age of AI and why a flood of “cheap” output isn’t a strategy. Jessica walks me through her signature framework, the Marketing MOAT, which focuses on Messaging, Distribution, and Content Efficiency.
She also shares practical, low-lift ways agencies can build content machines, maximize existing assets, and stay consistent without burning out. We even talk about content imposter syndrome, the curse of knowledge, and why you don’t have to be totally unique—you just need to show up as yourself.
If you’ve ever struggled with creating content that converts (and keeps converting), this episode is packed with clarity, systems, and smart takes that’ll help you raise your signal-to-noise ratio.
Key Bytes
• Messaging without a unique perspective leads to content that gets ignored
• AI-only content creation can dilute your brand and commoditize your services
• Her “Marketing MOAT” framework focuses on messaging, distribution, and content efficiency
• Distribution must be built into strategy from the beginning, not as an afterthought
• Agencies should reuse and repurpose evergreen content instead of always creating new
• Consistency (3x/week on LinkedIn) matters more than frequency spikes
• Authenticity in content doesn’t mean oversharing—it means resonance
• Set goals based on team size, budget, and business stage, then reverse engineer your strategy
Chapters
00:01 Welcome and intro to Jessica Malnik
01:46 Common agency messaging mistakes
03:26 Why AI-only content is risky for agencies
05:14 Jessica’s Marketing MOAT framework explained
07:21 How to develop “spiky” messaging and content positioning
10:34 Distribution strategy: where your audience actually is
14:04 Own your content—don’t rely only on social algorithms
15:09 Content efficiency and repurposing systems
19:00 Best practices for publishing frequency
21:16 Balancing personal and professional content
22:28 Reverse engineering content strategy based on goals
23:41 Rapid Fire Q&A with Jessica
Jessica Malnik has helped over 75 B2B founders and lean marketing teams fix their positioning and craft messaging people actually read and respond to.
She’s spoken at half a dozen in-person conferences in the U.S., Australia, and Thailand, as well as dozens of virtual webinars, workshops, and podcast guest appearances. She’s also been featured in WSJ, The Next Web, MicroConf, Wynter, SXSW, and MSN UK, among many others.
Contact Jessica on their website or join their newsletter.
Featuring: Jamie BrindleIn episode 118, I’m joined by Jamie Brindle—a freelancer, strategist, and creator who’s built a half-million-strong audience around helping creative solopreneurs build sustainable, scalable freelance businesses. In this conversation, Jamie breaks down what it means to be an “Entrelancer”—a hybrid of entrepreneur and freelancer—and why the traditional view of freelancing is overdue for a reboot.
We talk about why having an audience builds instant trust, how freelancers can evolve into business owners without employees, and the myths around websites and portfolios that keep too many creatives stuck in planning mode instead of taking action. Jamie also shares a powerful framework for moving strangers into long-term client relationships—and why every freelancer should be thinking like a strategist, not just a task-taker.
Whether you’re freelancing, running an agency, or somewhere in between, this one’s packed with fresh thinking.
Key Bytes
• Jamie shares the origin of the term “Entrelancer”—and how it reflects a more modern, business-minded freelancer.
• He explains how their TikTok content (originally not for clients) unexpectedly opened doors to Fortune 100 opportunities.
• We dig into the importance of digital products, productized services, and building systems to support time freedom.
• Jamie outlines the four stages of the customer journey: Stranger → Lead → Client → Client for Life.
• He gives a masterclass in how to manufacture delight, over-deliver, and secure repeat work.
• We challenge the sacred cows of freelancer websites and portfolios—and why Jamie believes they’re massive time-wasters.
• Sales anxiety? Jamie offers a grounded, simple mindset shift that removes pressure and focuses on being helpful.
• He explains how positioning yourself as a solution—not a task-taker—is the unlock to charging more and building authority.
Chapters
00:00 Welcome and Intro to Jamie Brindle
01:00 The accidental power of TikTok and building trust
04:30 Redefining success as a freelancer
07:00 “Entrelancer” vs. freelancer: What’s the difference?
11:40 Scaling without employees: Productized and digital offers
13:00 Pivoting from video work to social media consulting
15:25 Lessons from shifting services and getting back in the field
19:30 Jamie’s four stages of the customer journey
24:00 Reframing sales: It’s just solving a problem
28:00 Positioning yourself as a strategic partner
34:00 Why portfolios and websites are the biggest time wasters
37:00 Final thoughts and closing
Jamie Brindle is a freelancer who gives advice to over half a million other creatives on social media about building a scalable and sustainable freelance business.
Contact Jamie on their website or @thejamiebrindle on all socials.
Featuring: Wanda Allen, Follow Up SalesIn episode 117, I sit down with Wanda Allen, international speaker, coach, and author of Follow Up Sales Strategies. With 25 years in the corporate world and a background in business banking, Wanda developed a systemized approach to sales follow-up that now helps business owners and sales professionals increase their close rates.
We dive into the psychology behind why so many people avoid follow-up, the fears that hold them back (hint: it’s not really about time), and how a simple shift in mindset and process can transform your sales pipeline. Wanda shares data-backed insights, actionable tips for improving follow-up cadence, and even debunks myths about being “pushy.” Whether you’re in active outreach or avoiding the phone like the plague, this episode will motivate you to reframe your follow-up game—and pick up the phone with purpose.
We also talk about her book-writing journey, the importance of believing in the value you bring, and a bucket-list dream that has her heading south of the border.
Key Bytes
• 98% of sales don’t happen on the first contact—follow-up is essential.
• Fear of being “pushy” and fear of rejection are the top two mindset blocks around follow-up.
• 80% of sales happen between the 5th and 12th contact—most people quit after 2.
• Follow-up is a form of service, not pressure—it shows interest and professionalism.
• The phone is the most efficient tool in sales, yet it’s the most underused.
• You can’t build trust without consistent, committed follow-up.
• Stop assuming silence means disinterest—prospects are often just busy.
• Confidence in your pricing comes from believing in your value.
Chapters
00:01 – Introducing Wanda Allen and the importance of follow-up
01:04 – From corporate banking to follow-up systems expert
03:35 – Writing two books and why her first was retired
06:07 – The real reason people don’t follow up: mindset and fear
07:59 – How to prioritize follow-up and overcome procrastination
11:00 – Why consistent follow-up beats your competition
14:12 – Action over anxiety: staying out of your head during follow-up
16:18 – The forgotten power of the phone in today’s sales world
Wanda Allen is an international speaker, coach, and corporate trainer. She's also the author of Follow Up Savvy and Follow Up Sales Strategies. Wanda had a 25 year corporate career where she held the position of Senior Vice President for 15 years. She has a strong skill set for developing systems and applied this skill to the follow up process. She's an expert in helping entrepreneurs, business owners, and sales professionals increase pipelines, improve sales performance, and strengthen relationships by developing strong follow up skills.
Contact Wanda on their website, LinkedIn, or Facebook.
Featuring: Clara Stedman and Ben Engvall, Palmer AdvisorsIn episode 116, I sit down with Clara Stedman and Ben Engvall, founding partners of Palmer Advisors, a boutique M&A firm focused on marketing, media, and tech agencies in the lower to middle market. Clara and Ben break down what agency owners need to understand about selling their business, navigating deal structures, and preparing for acquisition—even if an exit isn’t on the immediate horizon.
We talk about why Palmer was founded, the major shifts in deal terms over the last few years, and why so many agency founders are choosing to stay on post-acquisition. They also share candid insights into common red flags that signal an agency isn’t ready to sell—and what to do about it. We dive into how niching (especially by industry) impacts valuation, what kinds of agencies are in high demand, and how AI and proprietary tools may influence future multiples.
Whether you’re dreaming of an exit, fielding buyer interest, or just want to understand how your agency is valued, this episode pulls back the curtain on the M&A process and what today’s buyers really want.
Key Bytes
• Palmer Advisors focuses on M&A for service-based businesses.
• The agency market is evolving with new deal structures.
• Cultural fit is crucial in agency acquisitions.
• Founders should not exit at their peak performance.
• Timing is key when going to market for an exit.
• Having a strong leadership team is essential for agency sales.
• Niche agencies are more attractive to buyers.
• Understanding EBITDA is vital for agency owners.
• Deal structures can be creative and flexible.
• The future of M&A looks promising with technology advancements.
Chapters
00:00 Introduction to Agency Bites
01:47 The Formation of Palmer Advisors
03:35 Reflections on the First Year
05:32 Understanding Agency M&A Dynamics
09:23 Identifying Readiness for Exit
13:28 The Importance of Owner Involvement
16:02 The Value of Niching in M&A
19:09 Demystifying M&A Terminology
23:19 Future Trends in M&A
25:11 The Role of IP and Technology in Valuation
28:34 Rapid Fire Questions and Closing Thoughts
Clara Stedman and Ben Engvall are the founding partners of Palmer Advisors, a boutique M&A advisory firm built specifically for founders of service-based businesses. With a focus on marketing, media, and tech agencies in the lower to middle market (typically $1–10M in EBITDA), Clara and Ben bring a modern, founder-first approach to buying, selling, and valuing businesses. They’ve quickly built a reputation for their strategic deal-making, brutally honest readiness assessments, and commitment to crafting win-win outcomes that align both financial and cultural goals. Clara leads as CEO, bringing a background in corporate retail and fitness, while Ben heads up M&A with a traditional finance foundation. Together, they’re reshaping what agency exits can—and should—look like.
Contact Ben and Clara on LinkedIn or on the Palmer Advisors website.
Featuring: Courtney Jason Hennessey, Hennessey DigitalIn episode 115, I sit down with Jason Hennessey, internationally recognized SEO expert and CEO of Hennessey Digital. Jason shares the story of how a single talk at a legal mastermind sparked his first agency, and how he’s since scaled a powerhouse SEO firm serving top-tier law firms. We talk about niching down, the power of building a personal brand, and why delegation was key to scaling without burning out. Jason opens up about leadership, team culture, and how stepping back actually helped his agency grow faster. Plus, we dive into strategies like direct mail, personal outreach, and even outsourcing genius to level up results.
Key Bytes
• Jason Hennessy has been in SEO since 2001 and started his first agency in 2008.
• He transitioned from his first agency to Hennessy Digital in 2015, focusing on law firms.
• Innovative marketing strategies, like sending personalized books, helped him secure clients.
• Hennessy Digital primarily serves personal injury lawyers but sees potential in other legal niches.
• Building a personal brand has significantly increased response rates to his outreach.
• Delegation and outsourcing are key to scaling an agency effectively.
• Jason emphasizes the importance of investing in leadership and team development.
• He still engages with SEO on a personal level, leveraging external expertise.
• Agency culture is a priority, fostering support and recognition among team members.
• Asking for help and seeking coaching is crucial for agency owners.
Chapters
00:00 Introduction to Agency Bites and Guest Background
01:04 Jason Hennessy's Journey in SEO and Agency Growth
03:55 Transitioning from First Agency to Hennessy Digital
07:00 Innovative Marketing Strategies for Law Firms
10:06 Market Potential and Niche Focus in Legal SEO
11:58 Building a Personal Brand and Leadership Structure
16:01 Scaling the Agency and Delegating Responsibilities
20:03 Passion for SEO and Outsourcing Expertise
23:05 Expanding Services Beyond SEO
24:54 Agency Culture and Team Dynamics
27:04 Personal Insights and Advice for Agency Owners
Jason Hennessey is an entrepreneur, internationally recognized SEO expert, author, speaker, podcast host, and business coach. Since 2001, Jason has been reverse-engineering the Google algorithm as a self-taught student and practitioner of SEO and search marketing.
Jason's expertise has fueled the growth and successful sale of multiple businesses, starting with a pioneering dot-com venture in the wedding industry. Serving as the CEO of Hennessey Digital since 2015, Jason's leadership has transformed a modest consultancy into a thriving eight-figure agency, earning a place on the prestigious Inc. 5000 list for five consecutive years. He is also the author of two Amazon bestsellers, titled Law Firm SEO and Honest SEO.
As a sought-after keynote speaker and a frequent guest on podcasts and webinars, Jason shares his wealth of knowledge. He contributes as a columnist to respected publications such as the Washington Post and is a regular contributor to Entrepreneur, Forbes, Inc., Newsweek, and Rolling Stone Magazine. Jason's accomplishments extend to being honored with the Gold TITAN Business Award in the Entrepreneurship, Branding, Advertising, & Marketing category, as well as being recognized as a National Law Review Go-To Thought Leader.
Jason's journey has been enriched by his experience as a United States Air Force veteran and his attainment of a Bachelor of Arts degree in Marketing from the University of Nevada, Las Vegas. Commencing his SEO career in Las Vegas and later establishing a strong presence in the legal industry in Atlanta, Jason now resides in the Los Angeles area with his wife, Bridget, and their three children.
Contact Jason on his personal website, his agency website, Instagram, Twitter, Facebook, LinkedIn, YouTube, TikTok, IMDB, or Muckrack.
Featuring: Courtney De Ronde, Forge FinancialIn episode 114, I sit down with Courtney De Ronde, CEO of Forge Financial and Management Consulting, to talk about the powerful intersection of financial visibility and leadership growth. Courtney shares her journey from CPA to strategic business advisor, and we dig into her Simple Scale Up System—a framework designed to help agency leaders evolve from scrappy doers to scalable CEOs.
We explore the importance of accurate revenue recognition, the dangers of relying too heavily on gut instincts, and the mindset shifts needed to lead at the next level. Courtney also gets candid about AI’s impact on the accounting industry and why embracing technology is a must—not a maybe. We wrap things up with some rapid-fire questions that reveal the human side of this numbers expert.
Key Bytes
• Courtney De Ronde has over 20 years of experience as a CPA.
• Understanding financial visibility is crucial for business growth.
• AI presents both challenges and opportunities in the CPA industry.
• The Simple Scale Up System focuses on scaling leaders and organizations.
• Leaders must shift from relying on instincts to leveraging insights.
• Cash flow issues often indicate deeper business problems.
• Delegation and trust are essential for scaling a business.
• Learning from others' failures can accelerate growth.
• Financial reporting should match revenue with related expenses.
• Things don't have to be perfect to be effective.
Chapters
00:00 Introduction to Agency Bites and Guest Background
01:04 Courtney's Evolution from CPA to Business Leader
03:19 Understanding Financial Visibility and Coaching Services
04:12 Common Financial Red Flags in Service-Based Businesses
08:06 The Impact of AI on the CPA Industry
12:25 The Simple Scale Up System Framework
15:46 Shifting Mindsets: From Instincts to Insights
22:53 Challenges in Scaling Dependent Businesses
25:13 Rapid Fire Questions and Closing Thoughts
Courtney De Ronde is the CEO of Forge Financial & Management Consulting and the creator of the Simple ScaleUp System™. With over 20 years as a CPA and 15 years in business
leadership, Courtney specializes in guiding small businesses from startup to scaleup. She’s an expert in business intelligence, leadership, and corporate finance. We’re thrilled to have her share her insights on how you can achieve your most ambitious goals.
Take our free Business Intelligence Grader to gain visibility within your business.
Featuring: Dr. Jeremy Weisz, Rise25In episode 113, I sit down with Dr. Jeremy Weisz, co-founder of Rise 25 and host of the Inspired Insider podcast. Jeremy and I talk about how podcasting—when used the right way—can become one of the most effective tools for building real relationships, not just content. He breaks down the Dream 200 strategy for identifying ideal clients, why giving value always beats chasing sales, and how his agency uses both podcasting and strategic gifting to keep top-of-mind with partners and clients. We also dive into how he accidentally became an agency owner, the underrated power of thoughtful gifts, and his take on creating a high-impact referral ecosystem. And yes, we end with some rapid-fire questions—including the surprising mascot he’d pick for his agency.
Key Bytes
• Podcasting is a powerful tool for networking and professional development.
• Building relationships through podcasting can lead to business opportunities.
• The Dream 200 strategy helps identify and target ideal clients.
• Giving away valuable information attracts the right clients.
• Gifting strategies can enhance client engagement and retention.
• Podcasting can serve multiple purposes: authority building, SEO, and content creation.
• Networking through podcasts can create referral partnerships.
• Understanding your niche is crucial for effective marketing.
• Regular touchpoints with clients through gifts can strengthen relationships.
• Consider the source of business advice before acting on it.
Chapters
00:00 Introduction to Podcasting and Rise 25
02:52 The Evolution of Podcasting and Its Benefits
05:47 Building Relationships Through Podcasting
09:10 The Dream 200 Strategy for Targeting Clients
11:53 Gifting Strategies for Client Engagement
14:54 Rapid Fire Questions and Closing Thoughts
Dr. Jeremy Weisz has been featuring top entrepreneurs with video interviews since 2008 that include founders/CEOs of Pixar, P90X, Atari, Einstein Bagels, Mattel, Kettle Chips, RX Bars, Big League Chew, the Orlando Magic, and many more on www.InspiredInsider.com
He runs Rise25, which helps B2B businesses connect to their ‘Dream 200’ clients and referral partners and get ROI, using a podcast. They eliminate 99% of the work and make sure you get ROI. Rise25 is an easy button for you to launch and run your podcast.
Podcasting has been one of the best things I've done both personally and professionally. It's been an amazing tool for connecting with referral partners, strategic partners, clients, and more.
Podcasting is like a "Swiss Army knife" because it is business development, referral marketing, strategic partnerships, lead generation, SEO, content creation, and personal and professional development, all in one.
Contact Dr. Weisz on their website, listen to Inspired Insider, or connect on LinkedIn.
Featuring: Jay Owen, Business BuildersIn episode 112 of Agency Bytes, I sit down with Jay Owen, founder of the multimillion-dollar agency Business Builders and the community Agency Builders. Jay started his web design business at just 17 and has spent the last 26 years growing it—intentionally and steadily—into a values-driven company focused on people over ego and sustainable growth over fast wins.
We dive into the long game of agency leadership, building a business that can thrive without you, and the fulfillment that comes from creating jobs that others love. Jay shares how his faith and values guide the way he leads, the role community has played in his journey, and why slow growth might just be the secret weapon nobody talks about. Whether you’re scaling your team, wrestling with niching, or thinking about legacy, this episode is full of wisdom for the road ahead.
Key Bytes
• Jay Owen started his entrepreneurial journey at a young age.
• Slow growth can lead to more sustainable success.
• Creating job opportunities for others is a key motivation.
• Community is essential for agency leaders.
• Collaboration over competition fosters growth.
• Integrating personal values into business is important.
• Niche down or maintain variety based on personal preference.
• Productization can enhance agency efficiency and profitability.
• Having a support system prevents burnout.
• Building a strong team is crucial for agency longevity.
Chapters
00:00 The Entrepreneurial Spirit Begins
02:37 Navigating the Hills and Valleys of Business
05:35 Building a Team and Creating Opportunities
08:54 The Importance of Community Over Competition
12:50 Creating a Supportive Environment
16:56 Integrating Personal Values into Business
20:56 Niche vs. Variety in Agency Growth
23:32 Productization and Agency Wisdom
Jay Owen started a web design company at 17 years old that has grown to a multi-million dollar agency and still growing 26 years later. He’s the author of Building a Business that Lasts and Host of a Podcast by the same name. Jay founded Agency Builders, a community to help agency leaders grow and scale in a healthy way.
Contact Jay at the Agency Builders Retreat or his AI with Jay website.
Featuring: Corey QuinnIn episode 111 of Agency Bytes, I sit down with Corey Quinn—agency growth expert, author of Anyone, Not Everyone, and the guy who helped scale Scorpion from $20M to $150M. We unpack what it really means to specialize as an agency and why empathy might just be your most overlooked growth lever.
Corey shares how moving from generalist to deep specialization can unlock operational efficiency, stronger positioning, and a hell of a lot more revenue. We also dig into outbound sales strategies (including the power of gifting!), how to expand into multiple verticals without becoming a generalist again, and what the future of agency specialization looks like in an AI-driven world.
If you’ve ever worried about niching down “too far,” this conversation will flip that fear on its head.
Key Bytes
• Corey Quinn emphasizes the importance of deep specialization for agency growth.
• Empathy is crucial for understanding clients' specific problems.
• Transitioning from inbound to outbound sales requires a strategic approach.
• The generalist trap can lead to operational inefficiencies and client loss.
• Building trust through industry engagement is key to agency success.
• Agencies should consider adjacent verticals for expansion.
• Creative teams may need variety to stay engaged in specialized markets.
• The tools used in marketing may change, but the outcomes remain constant.
• Agencies should focus on solving real-world business problems for clients.
• Founders can explore new verticals once they achieve a certain market share.
Chapters
00:00 Introduction to Agency Growth and Specialization
01:11 Corey's Journey in the Agency World
03:02 Scaling Scorpion: From 20M to 150M
07:15 The Shift to Outbound Sales Strategies
11:44 Deep Specialization: Breaking the Generalist Trap
12:10 Empathy in Agency Specialization
19:10 Building Trust Through Industry Engagement
21:10 Expanding into New Verticals
25:17 Addressing Fears of Niching Down
27:42 Future Trends in Agency Specialization
Corey Quinn has over 18 years in the agency space, including as Scorpion's CMO, where he helped grow revenue from $20M to $150M in 6 years. His bestselling book: "Anyone, Not Everyone: a Proven System for Agencies to Escape Founder-Led Sales" has been endorsed by Aaron Ross, John Ruhlin, Dr. Benjamin Hardy, Marcel Petitpas, and many others.
Today, his company helps digital agencies become the go-to choice within a vertical market with his Deep Specialization Methodology.
Contact Corey on his website or LinkedIn.
Featuring: James Barnard, Barnard CoIn episode 110 of Agency Bites, I sit down with the incredibly talented James Barnard, a logo designer and design educator based in Australia. We dive deep into his fascinating journey from the publishing world in the UK to building a thriving freelance design business powered by social media — especially TikTok! James shares how he crafted his pricing strategies, attracts qualified leads, and balances freelance life with family life. We also get into his design process, the value of design education today, and how he's expanded his income streams through courses and brand partnerships. Plus, we wrap things up with a few rapid-fire questions that give a glimpse into James's personal side. You won't want to miss this one!
Key Bytes
• James transitioned to graphic design at 25 after a career in publishing.
• Social media, especially TikTok, played a crucial role in his business growth.
• Viral content can significantly increase client leads and visibility.
• Pricing strategies are essential for attracting qualified leads.
• Balancing freelance work with personal life is a priority for James.
• A structured design process leads to higher quality work and client satisfaction.
• Diversifying income streams can alleviate pressure from client work.
• Education in design is evolving with social media as a learning tool.
• James emphasizes the importance of being hands-on in his work.
• Pitching for work is often a waste of time in the design industry.
Chapters
00:00 Introduction to James Barnard
02:28 James's Journey into Graphic Design
05:30 The Impact of Social Media on Business
09:52 Going Viral: The TikTok Breakthrough
12:27 Pricing Strategies and Qualified Leads
14:49 Balancing Freelance Work and Personal Life
18:57 Design Process and Client Interaction
25:58 Diversifying Income Streams
30:11 The Value of Design Education
31:37 Rapid Fire Questions and Closing Thoughts
James Barnard is a logo designer and design educator specializing in creating logos and visual identities with meaning. With over 15 years of experience in the graphic design industry, he began his career in the UK’s publishing sector before transitioning into branding and education.
Passionate about sharing his expertise, James is dedicated to mentoring and inspiring the next generation of designers through his social platforms, where he provides valuable insights, tutorials, and industry knowledge.
Contact James on his website, on Instagram, TikTok, YouTube, or LinkedIn.
Featuring: Tony Wilson, AccquipIn episode 109 of Agency Bytes, I sit down with Tony Wilson, founder of Accquip and a financial powerhouse for agencies who want to stop flying blind. Tony shares his story of stepping out of corporate during the Great Resignation and stepping into his passion—helping agency owners build profitable businesses they actually love running.
We break down Days Till Zero, a simple but powerful metric Tony developed to help agency owners understand exactly how long their cash will last—and how to make smarter, proactive decisions before things get tight. Tony also dives into gross margin benchmarks, how overlooked they are, and why net profit alone doesn’t tell the full story.
Plus, we talk through:
• Red light, yellow light, and green light cash benchmarks every owner should know
• Project-level gross margin mistakes (and how to fix them)
• Why time tracking is about clarity, not micromanagement
• Smart investments vs. sitting on cash
If you’re ready to stop reacting and start running your agency with financial confidence, this one’s for you.
Key Bytes
• Tony Wilson's journey reflects the empowerment of agency owners.
• Accquip focuses on educating entrepreneurs about accounting.
• Understanding financial metrics leads to better decision-making.
• Days till zero is a crucial metric for agency health.
• Proactive financial management can prevent crises.
• Cash reserves should be monitored regularly.
• Gross margins are vital for assessing agency profitability.
• Identifying project profitability helps in resource allocation.
• Time tracking provides valuable operational insights.
• Agencies should prioritize selling over playing business.
Chapters
00:00 Introduction to Agency Bites and Tony Wilson's Journey
01:37 The Concept of Equip and Its Mission
03:46 Understanding Days Till Zero: A Key Metric for Agencies
08:54 Proactive Financial Management for Agencies
11:34 Cash Reserves: Understanding Red, Yellow, and Green Light Zones
14:39 The Importance of Gross Margins in Agency Profitability
18:21 Identifying and Addressing Overhead and Project Profitability
21:02 Tools and Systems for Effective Time Tracking and Financial Management
24:11 Rapid Fire Questions and Closing Thoughts
Tony Wilson’s entrepreneurial journey was shaped by three pivotal moments: launching a business with his brother in 2010, witnessing his roommate’s life-changing pivot from carpenter to software developer, and becoming a father—which ignited his drive to lead by example. In 2021, Tony joined “The Great Resignation” to help digital agency owners grow thriving, profitable businesses without sacrificing their well-being. Through Accquip, he is on a mission to empower agency owners to build the businesses they love without going bankrupt in the process.
Contact Tony on his website or LinkedIn.
Featuring: Yael Morris, Decode InsightsIn episode 108 of Agency Bytes, I sit down with Yael Morris from Decode Insights to dive deep into the psychology behind why customers really buy — and why they don’t. Yael shares her fascinating journey from selling granola bars to becoming a go-to expert for decoding customer motivations through intimate, one-on-one conversations. We explore why traditional focus groups often miss the mark, how true empathy fuels marketing success, and why no AI tool can replace the magic of a real human conversation. If you’ve ever relied on gut feelings to shape your messaging, this one’s a must-listen. Plus, stick around for some rapid-fire questions where Yael shares personal insights, favorite tools, and advice she’d give her younger self.
Key Bytes
• Understanding buyer psychology is crucial for effective marketing.
• Customer insights can drive product development and marketing strategies.
• Empathy in marketing leads to better customer connections.
• Human conversations yield deeper insights than surveys or forms.
• AI cannot replace the emotional context of human interactions.
• One-on-one interviews provide richer data than focus groups.
• Customer-driven messaging is essential for successful marketing.
• Patience is key when introducing unconventional ideas.
• Building rapport in interviews encourages openness from customers.
• Insights from customer conversations can significantly impact business growth.
Chapters
00:00 Understanding Buyer Psychology
02:52 The Journey to Customer Insights
05:59 The Importance of Human Conversations
09:10 The Role of Empathy in Marketing
11:47 Universal Application of Customer Insights
15:05 The Impact of AI on Customer Understanding
18:03 The Value of One-on-One Interviews
21:02 Leveraging Insights for Business Growth
24:05 Focus Groups vs. One-on-One Interviews
26:52 Rapid Fire Questions and Closing Thoughts
Yael Morris from Decode Insights goes deep into buyer psychology to decode the real reasons behind why your customers buy, or don't buy from you. Through 1:1 customer interviews, she uncovers her clients’ customers' real-lived moments of struggle and desired outcomes that led them to purchase, giving a new human-level understanding of exactly what really matters to customers.
Contact Yael on LinkedIn.
Featuring: Blair Enns, Win Without PitchingIn episode 107 of Agency Bytes, I sit down with Blair Enns, founder of Win Without Pitching and author of The Win Without Pitching Manifesto and The Four Conversations. If you’ve heard Blair on other shows—or are one of the many who’ve followed his work for years—you might think you’ve heard it all. Not this time. In this conversation, we go beyond the usual talking points and uncover insights he’s never shared before.
Blair opens up about the real mindset shifts creative professionals need to make if they want to stop selling like vendors and start showing up as experts. We break down the Four Conversations model, what most agency owners still get wrong about pricing, and how to rewrite the dynamics of the sales process to work in your favor.
We also explore why repetition beats inspiration, how to protect your power in client engagements, and what Blair believes is the single biggest opportunity for agencies right now—even in a time of AI disruption and economic uncertainty. If you want to charge more, pitch less, and finally own your value—this episode brings the fire.
Key Bytes
• Blair Enns emphasizes the importance of lifestyle choices in career decisions.
• The Win Without Pitching Manifesto serves as a foundational text for creative professionals.
• Sales should be viewed as a series of conversations rather than a pitch.
• Pricing is a critical area for agencies to improve profitability.
• Repetition in learning is essential for mastery of sales techniques.
• Creative professionals often struggle with the mindset of being a salesperson.
• The Four Conversations provides a framework for navigating sales effectively.
• Surviving economic uncertainty is crucial for agency success.
• Agencies should focus on their unique expertise to stand out in the market.
• Building strong client relationships is key to successful sales.
Chapters
00:00 Introduction to Blair Enns and His Journey
02:59 The Catalyst for Change: Lifestyle Choices
06:00 The Birth of Win Without Pitching
09:06 Understanding the Win Without Pitching Manifesto
12:12 The Four Conversations: A New Model for Selling Expertise
17:54 Lessons Learned from Coaching Agencies
20:50 The Importance of Repetition in Learning
25:56 Navigating Sales Conversations Effectively
31:59 Mindset Shifts for Creative Professionals
35:05 Opportunities and Challenges Ahead for Agencies
Blair Enns is the founder of Win Without Pitching and the author of three books on selling and pricing for expert advisors and practitioners, including the brand new The Four Conversations: A New Model for Selling Expertise.
A former advertising professional and consultant, Blair launched Win Without Pitching in 2002 to help creative professionals learn to win more business at higher prices without giving their services away for free in a pitch. His selling philosophy and pricing strategies resonated beyond the advertising and design professions to the point where today Win Without Pitching serves expert advisors and practitioners around the world in over a dozen professions, including finance, marketing, consulting, engineering and healthcare.
Blair also co-hosts, along with David C. Baker, the popular podcast 2Bobs: Conversations on the Art of Creative Entrepreneurship.
Contact Blair on winwithoutpitching.com.
Featuring: Lisa Colantuono, AAR PartnersIn episode 106 of Agency Bytes, I chat with Lisa Colantuono, president of AAR Partners and a 25-year veteran in agency-client matchmaking (though she hates that word!). If you’re tired of wasting time on endless pitch decks, spec work, and one-sided RFPs, this episode is a must-listen.
Lisa shares what really matters to brands during the agency search process—and how agencies can proactively position themselves to win more work without chasing every lead. We dive into how to build trust that leads to long-term relationships, how to get your agency noticed through smart PR, and why your creative work still needs to deliver real impact. Lisa also drops actionable advice on reputation-building, client retention, and what it really takes to stand out in a crowded agency landscape.
Whether you’re running a small shop or a growing firm, Lisa’s insights are full of practical steps to help you stay relevant, get on the right shortlists, and keep your agency’s name in the room—even when you’re not.
Key Bytes
• Streamlining the agency review process is essential—both for marketers and agencies trying to avoid wasted time and energy.
• Marketer-led reviews now make up 85% of the search landscape—agencies need to understand how to stand out in this evolving dynamic.
• Trust and relationships are everything. People buy from people they trust, and lasting partnerships are built on emotional connection.
• Agencies must treat themselves like their number one client. Prioritize your own marketing, just like you would for your best-paying account.
• Referrals, recognition, and press coverage are key to visibility—smart PR can put your agency on a brand’s radar before the pitch even starts.
• Great creative still wins. No amount of charm or strategy can replace standout work that delivers results.
• Proactivity beats complacency. The biggest reason agencies lose clients? They stop showing up with ideas.
• Personalized outreach beats “spray and pray.” Insightful, relevant communication gets attention—generic blasts get ignored.
• Your network defines your success. The company you keep, the connections you nurture—they’re all part of the relationship-driven business we’re in.
Chapters
00:00 Introduction to Agency Bites and Lisa Colantuono
01:44 Reinventing the Agency Search Process
04:21 Streamlining the Review Process
08:11 Trends in the Marketing Industry
12:26 Building Trust and Relationships in Agencies
18:10 The Importance of Reputation and Press Coverage
23:28 The Power of Recognition in Agency Work
25:06 The Importance of Account Management
26:39 Complacency: The Silent Account Killer
28:07 Proactivity in Client Relationships
29:33 Building Trust Through Networking
30:56 Emotional Connections with Brands
32:55 The Value of Insightful Communication
35:05 Understanding Client Pain Points
39:19 The Comprehensive Marketing Approach
40:09 Personal Insights and Life Lessons
Lisa Colantuono is the President of AAR Partner. With nearly 25 years of experience, Lisa has helped marketers like Ancestry, Subaru, and Panera Bread connect with the right agencies to drive meaningful results. She’s a pioneer in modernizing the agency search process, the author of @AARLisa: New Biz in 140 Characters (or Less), and the host of the On Purpose podcast. Lisa is passionate about building impactful partnerships and shaping the future of the marketing industry.
Contact Lisa on their website or on LinkedIn.
Featuring: Ryan Rhoten, The Distilled BrandIn episode 105 of Agency Bytes, I’m joined by Ryan Rhoten, founder of The Distilled Brand, who helps entrepreneurs and agency owners develop crystal-clear messaging that actually connects. Ryan shares the structured process he’s refined to help business leaders articulate their value—not with jargon or vague promises, but with messaging that speaks to real human emotion and need.
We dig into his “four O’s” framework, why niching is essential (even if you resist it), and how standardizing your offers can streamline operations, boost profitability, and make your marketing 10x easier. If you’ve ever felt like your agency’s message isn’t landing or you’re reinventing the pitch every time you meet someone new, this episode is for you.
Key Bytes
• Ryan helps entrepreneurs align their internal expertise with external perceptions.
• Messaging should address both objectives and the emotional obstacles clients face.
• The Four O's: Objectives, Obstacles, Objections, and Outcomes are crucial for effective messaging.
• A messaging playbook provides a structured approach to communication across all platforms.
• Niching down helps entrepreneurs become known for their expertise.
• Standardizing offers can lead to increased efficiency and profitability.
• Clear messaging is essential for team alignment and customer understanding.
• Customers are primarily concerned with their own needs, not your company's history.
• Effective messaging should focus on benefits rather than features.
• Incremental improvement is key to long-term success in business.
Chapters
00:00 Introduction to Agency Bites and Guest Ryan Roten
02:26 Understanding Brand Messaging and Positioning
05:44 The Emotional Side of Messaging
09:16 The Four O's of Messaging
12:40 Creating a Messaging Playbook
15:01 The Importance of Niching Down
18:42 Standardizing Offers for Efficiency
20:22 Crafting a Clear Elevator Pitch
22:04 Identifying Red Flags in Messaging
25:05 Rapid Fire Questions and Closing Thoughts
Have you ever struggled to communicate your expertise in a way that truly resonates? Ryan Rhoten, owner of The Distilled Brand, understands the challenge and has developed the Brand Messaging System to help. As an expert in brand positioning and messaging, Ryan guides his clients through a proven process to distill complex ideas into clear, compelling messages to communicate your brilliance and connect with your audience.
Contact Ryan on his website or on LinkedIn.
Featuring: Adam Nathan, Blaze.aiIn episode 104, I sit down with Adam Nathan, the CEO and co-founder of Blaze.ai, the AI-powered marketing tool that’s making big waves—especially for small teams. Adam and I get into his wild journey of scaling Blaze to over $10 million in revenue in just 15 months with a lean team of 25. We talk about how AI is no longer just for the big guys—it’s helping small businesses, solopreneurs, and yes, even agencies, punch way above their weight.
We also explore some of the trickier topics like AI’s ethical impact, the looming question of government oversight, and even the ecological footprint of AI technology. Adam shares some powerful stories from real users—including how one guy was finally able to take a vacation after 13 years because Blaze gave him time back. Whether you’re excited or anxious about AI, this conversation is packed with useful insights—and a refreshing take on where the future of marketing might be heading.
Key Bytes
• Adam Nathan's entrepreneurial background influenced the creation of Blaze.
• Blaze serves as a virtual marketer for small businesses.
• AI helps small businesses produce high-quality content efficiently.
• Many small businesses were previously doing little to no marketing.
• AI allows small businesses to compete with larger companies.
• The impact of AI on marketing is largely positive for small businesses.
• Agencies can scale their client base using AI tools like Blaze.
• Ethical considerations around AI usage are important for agencies.
• Government oversight should focus on outputs rather than inputs.
• The ecological impact of AI may decrease as technology advances.
Chapters
00:00 Introduction to Blaze and Adam Nathan's Journey
03:00 The Need for AI in Marketing
06:02 Blaze's Rapid Growth and Team Structure
08:54 AI's Impact on Small Businesses vs. Large Corporations
11:54 The Role of AI in Marketing and Content Creation
14:48 Ethics and Disclosure in AI Usage
17:57 The Future of Work and AI's Role
20:59 Government Oversight and Ecological Impact of AI
24:05 Final Thoughts and Rapid Fire Questions
Adam Nathan is the CEO and co-founder of Blaze, the #1 marketing AI tool for teams of one.
Get Blaze CEO Adam Nathan's cheat codes to building and growing a $150M company in your inbox every week with Startup Tycoon. Powered by Adam's experience shipping product to millions, raising $46M, and hyperscaling to $7M+ in revenue in 15 months with only 25 people.
Learn about Blaze.ai or subscribe to Startup Tycoon.
Featuring: Greg Hickman, AltAgencyIn episode 103 of Agency Bytes, I sit down with Greg Hickman, founder of Alt Agency and an expert at helping agency owners break free from the time-for-money grind. Greg shares his fascinating journey from the world of big agencies to building his own seven-figure business—while working just 25 hours a week! We dive deep into the pitfalls of the traditional agency model and explore how the Alt Agency approach helps owners productize their services, streamline operations, and reclaim their time.
Greg and I also unpack the difference between productizing and commoditizing agency work (hint: you don’t have to sacrifice creativity for efficiency!). We talk about scaling smart, building systems that don’t drain your soul, and why redefining wealth goes beyond the numbers in your bank account. Plus, Greg shares some personal stories and life lessons about being present for the moments that really matter, in business and at home.
If you’re looking to run a more sustainable and rewarding agency, this is one you won’t want to miss.
Key Bytes
• Greg Hickman transitioned from traditional agency roles to founding AllAgency.
• The Alt Agency model focuses on monetizing expertise rather than just labor.
• Productization of services can lead to greater scalability and efficiency.
• Wealth is defined not just by money, but by time and health.
• Agencies can benefit from creating multiple service tiers to cater to different client needs.
• The lines between agencies, SaaS, and coaching are increasingly blurred.
• Building a scalable business requires a shift in mindset and operations.
• Automation and systems are key to reducing workload and increasing profits.
• Greg's journey highlights the importance of adapting to market needs.
• The impact of helping 800 agencies showcases the ripple effect of effective coaching.
• Productized services focus on specific outcomes.
• Systematization helps agencies improve efficiency and profitability.
• Lead generation is crucial for agency success.
• Productization simplifies marketing and client management.
• Agencies often lose money due to inefficient pricing models.
• Creativity can thrive within a productized framework.
• Differentiation is key to avoiding commoditization.
• Personal growth involves learning from past experiences.
• Being present in personal life enhances overall happiness.
• Enjoying the journey is as important as the destination.
Chapters
00:00 Introduction to Agency Bites and Guest Background
01:30 Greg's Journey in the Agency World
04:21 Transitioning to the Alt Agency Model
07:37 The Evolution of Services and Client Focus
10:40 Impact and Scale of the Alt Agency Model
12:59 Defining Wealth Beyond Money
13:31 Understanding the Alt Agency Model
19:54 Building a Scalable Offer Suite
21:31 Transforming Agency Services into Productized Offerings
24:33 The Importance of Systematization in Agencies
27:52 Lead Generation and Client Retention Challenges
30:19 Differentiating Productization from Commoditization
33:21 Personal Insights and Life Lessons
Greg Hickman helps agency owners and consultants escape the trap of trading time for money. After nearly two decades working with brands like Pepsi, AT&T, and the NY Jets, Greg built his own marketing automation agency and built funnels and systems for entrepreneurs like Dan Martell, Chris Ducker, John Lee Dumas, Jasmin Star, Nerd Fitness, and more. Now through AltAgency, he's helped over 800+ service providers build profitable, sustainable businesses by productizing their services and monetizing their expertise. Greg runs his 7-figure business working 3-4 days per week (most weeks), taking Fridays off for mountain biking, and wants to help others learn how to do the same. His unique approach helps owners ‘scale’ profits without scaling the complexity or sacrificing their lives.
Contact Greg on his website or his YouTube channel.
Featuring: Rena DeLevieIn episode 102 of Agency Bites, I’m joined by Rena DeLevie—a leader and teacher who gets real about what it actually takes to show up fully and compassionately in today’s world. Yes, she’s got the corporate leadership chops and has been on a mission to end fear-based management, but what resonated most with me in this conversation was how personal and human her journey is.
Rena shares how, as someone with deep empathy and anxiety in her DNA, she learned to soothe her nervous system so she could show up with clarity and compassion—not just at work, but everywhere. We talk about the practices she leans on every day—meditation, breathwork, walking in the woods, connecting with nature, and even humor—as ways to ground herself and navigate stress, overwhelm, and tough decisions.
She’s lived through corporate toxicity, hard layoffs, and the pressure to “toughen up” as a leader. But instead of staying stuck in survival mode, she learned how to reconnect with herself, how to be present, and how to lead with kindness without losing her edge.
This isn’t just a conversation about business—it’s about how we take care of ourselves so we can take care of others. It’s about slowing down enough to be intentional in how we speak, lead, and live. It’s about taking care of ourselves all ways, always.
If you’ve been feeling stretched thin, reactive, or stuck in fight-or-flight mode, this episode will give you some simple but powerful ways to reset and recenter. Let’s get into it.
Key Bytes
• Compassion can radically transform agency culture and leadership.
• Fear-based management often leads to anxiety and burnout.
• Authenticity in leadership energizes both the leader and the team.
• Compassion and accountability must coexist in effective leadership.
• Daily meditation can help manage anxiety and foster self-awareness.
• Choosing yourself means prioritizing self-compassion and understanding.
• Humor can shift the energy of a toxic work environment.
• Compassionate leadership requires setting boundaries and not being a doormat.
• Navigating toxic environments often requires personal resilience and strategy.
• Modeling compassionate behavior can influence workplace culture positively.
Chapters
00:00 Introduction to Compassionate Leadership
01:15 The Shift from Fear-Based to Compassionate Leadership
04:06 The Energizing Power of Authenticity
10:00 Navigating Toxic Work Environments
12:56 Compassion and Accountability in Leadership
19:46 Daily Practices for Compassionate Living
25:52 Choosing Yourself: The Path to Self-Compassion
31:50 The Importance of Humor and Perspective in Leadership
Rena combines over 25 years with Fortune 500 companies and 20 years as a practitioner of mindfulness/meditation to show us the path to eliminating the fear-based culture so prevalent in
corporate America. Her book, Compassionate Management, How Ambitious Creatives Become Kick-Ass Leaders, and her TEDxTalk, Compassionate Management -- using compassion as a business tool has been used in businesses around the globe as a model to radically change leadership culture and how we treat one another.
Rena has given a TEDx Talk, presented at over 30 conferences, led over 60 workshops, and been on
dozens of podcasts. Rena is a high-energy presenter and interactively engages audience members to show compassionate leadership in action. This experiential approach empowers attendees to redefine their own leadership style and evolve their expectations of leadership culture.
Contact Rena on their website.
Featuring: Kyra Cavanaugh, Free YourselfIn Episode 101 of Agency Bytes, I sit down with Kyra Cavanaugh, a wellbeing consultant, meditation coach, and Qigong instructor, for a conversation that feels like a deep breath in the middle of a hectic workday. We explore what it really means to prioritize wellbeing—not just for ourselves but for our teams and the people we lead.
Kyra shares practical, down-to-earth strategies for finding balance in a world that pushes us to hustle nonstop. We talk about how small, intentional moments of self-care can ripple into productivity, creativity, and stronger connections—both at work and in life. From recognizing when a teammate (or you) might need a breather, to breaking the cycle of “push through and crash later” culture, this episode is all about giving yourself permission to slow down in order to show up fully.
If you’ve ever struggled with burnout, felt the pressure to always be “on,” or wondered how to create a healthier, more human-centered workplace, this conversation is for you. Take a pause and join us.
Key Bytes
• Wellbeing is essential for productivity and creativity.
• Connection and mental health challenges have been prevalent for years.
• Daily self-care practices can help mitigate stress.
• Leaders must model wellbeing for their teams.
• Emotional intelligence is crucial in leadership.
• Establishing boundaries is key to healthy workplace relationships.
• Investing in oneself is a necessary practice.
• Simple check-ins can foster team connection.
• Recognizing the impact of personal struggles is important.
• Human connection should be prioritized in the workplace.
Chapters
00:00 Introduction to Wellbeing in the Workplace
05:55 Shifting Mindsets: From Work-Life Balance to Daily Wellbeing
11:48 Practical Strategies for Self-Care and Team Support
17:50 Emotional Intelligence in Leadership
23:50 Fostering Human Connection in the Workplace
Kyra Cavanaugh is a well-being consultant, meditation and healing coach, and Qigong instructor. She's worked with hundreds of businesses and thousands of leaders to improve personal, team and organizational well-being. She's an author, podcaster, speaker, coach and serial entrepreneur based in Asheville, NC where she loves to hike and listen to local, live music.
Contact Kyra on 15be.com, freeyourself.world, or on their YouTube channel.
Featuring: Debbie MillmanIn the 100th episode of Agency Bytes, I couldn’t think of a more fitting guest to mark this milestone than the legendary Debbie Millman. As a designer, writer, educator, and the pioneering host of Design Matters, Debbie has shaped the creative industry in ways that continue to inspire me and so many others. In this conversation, we dive into her remarkable journey—from leading Sterling Brands to an Omnicom acquisition, to her impact on branding and design education, and even the evolution of her own 20-year podcasting career. She shares invaluable insights on leadership, overcoming rejection, embracing an abundance mindset, and finding inspiration in unexpected places. Plus, we discuss her upcoming book Love Letter to a Garden and the deeply personal connection between creativity and growth. It’s an episode filled with wisdom, warmth, and a celebration of resilience in the creative industry.
In this episode, we dig into:
• Debbie’s leadership at Sterling Brands and the journey to an Omnicom acquisition
• The evolution of Design Matters and what 20 years of podcasting has taught her
• How an abundance vs. scarcity mindset changed her creative path
• The impact of Milton Glaser’s mentorship and his powerful five-year vision exercise
• Advocating for women in design and her role in Omnicom’s Omniwomen network
• Dealing with rejection, imposter syndrome, and the realities of a creative career
• Her new book Love Letter to a Garden and the inspiration behind it
So, whether you’ve been here since episode one or you’re tuning in for the first time, thank you for being part of this journey with me. I sincerely hope you enjoy this special 100th episode of Agency Bytes with the one and only Debbie Millman!
Key Bytes
• Debbie became a shareholder at Sterling Brands in 1998.
• Leadership requires balancing financial acumen with creative passion.
• Debbie's management style was demanding yet fair.
• The acquisition by Omnicom was a pivotal moment for Sterling Brands.
• Debbie actively mentors and advocates for women in the industry.
• Her podcast, Design Matters, has evolved significantly over 20 years.
• Debbie's closing statement reflects her commitment to making a difference.
• The podcast has maintained a loyal audience despite industry changes.
• Debbie's early writing for Armin Vitt's blog sparked her design journey.
• Milton Glaser's teachings on scarcity and abundance were transformative for Debbie.
• Writing a five-year plan helped Debbie visualize her future.
• Debbie emphasizes the importance of teaching and sharing knowledge.
• Rejections are a common experience, and feelings are temporary.
• Travel serves as a major source of inspiration for Debbie's work.
• Debbie's upcoming book combines her love for gardening and visual storytelling.
• Debbie encourages embracing both successes and failures in one's career.
• Believing in oneself is crucial for achieving goals.
Chapters
00:00 Celebrating Milestones: The 100th Episode
12:37 Navigating Challenges in a Changing Market
18:06 Empowering Women in Creative Industries
24:42 The Evolution of Design Conversations
33:35 Navigating Rejections and Setbacks
42:05 Upcoming Projects and Personal Growth
Named “one of the most creative people in business” by Fast Company, “one of the most influential designers working today” by GDUSA, and a “Woman of Influence” by Success magazine, Debbie Millman is also an author, educator, designer, and podcast pioneer. Debbie is the host of the Webby and Signal award-winning podcast Design Matters, one of the first and longest-running podcasts in the world; Chair of the first-ever Masters in Branding Program at the School of Visual Arts, Co-owner and Editorial Director of PrintMag.com, and the author of seven books on design and branding. Debbie is the recipient of a Cooper Hewitt National Design Award and a Lifetime Achievement award from AIGA, the Professional Association for Design. She is currently a Harvard Business School Executive Fellow and was recently invited to the Design Advisory Board of Canva.
Contact Debbie on their website or through the SVA Branding program.
Featuring: Kelly CampbellIn episode 099 of Agency Bytes, I got to have our first-ever repeat guest: Kelly Campbell. Kelly is a trauma-informed leadership coach, author of Heal to Lead, and creator of The New TLC: Trauma, Leadership, and Consciousness on Substack. They aren’t just talking about leadership—they’re redefining what it means to be a leader in today’s world, starting from the inside out.
This conversation goes deep. We’re talking about the unspoken struggles that agency owners face—the hidden emotional baggage, the past experiences that shape how we lead, and why doing the inner work isn’t just self-care, but a leadership imperative.
Kelly shares how their own journey led to a radical shift in understanding leadership—not as a performance, but as an extension of our healing. We unpack why self-awareness is the foundation of trust, how compassion (not control) is the key to stronger teams, and why integrating past trauma is essential for leading with clarity and confidence.
We also get into:
• Why so many leaders struggle with reactivity, trust, and burnout—and how to break the cycle.
• The real difference between empathy and compassion (and why one is more effective in leadership).
• The danger of people-pleasing in leadership—when “being supportive” crosses into self-sacrifice.
• How agency leaders can create cultures of psychological safety, especially in uncertain times.
• Kelly’s bold decision to step away from LinkedIn for a year—and why they’re doubling down on deeper, more meaningful conversations on The New TLC.
• The agency landscape in 2025—why some agencies are thriving while others are struggling, and what owners need to focus on to stay ahead.
If you’ve ever felt like leadership was more exhausting than it should be—if you’ve questioned why certain situations trigger you, or if you want to create a more human, connected, and resilient agency culture—this episode will challenge you in all the right ways.
Kelly’s insights are game-changing, their wisdom is undeniable, and this conversation is one you don’t want to miss.
Key Bytes
• Publishing a book is a unique and challenging journey.
• The feedback from my book has led many to seek therapy.
• Vulnerability in leadership fosters trust and connection.
• Creating supportive environments is crucial for employee well-being.
• Compassionate leadership can reduce attrition and enhance collaboration.
• Personal experiences shape our leadership styles and effectiveness.
• Building community is essential for personal and professional growth.
• Experimenting with social media can lead to clearer boundaries.
• Daily practices can significantly impact overall well-being.
• Self-awareness is key to effective leadership.
Chapters
00:00 The Journey of Healing Leadership
06:30 The Creative Process of Writing a Book
12:00 Personal Growth Through Vulnerability
19:22 Navigating Leadership and Emotional Intelligence
23:44 Creating Supportive Work Environments
29:11 The Future of Leadership in a Changing World
33:12 Building Community and Personal Practices
39:53 Experimenting with Social Media and Boundaries
Kelly L. Campbell (they/them) is a Trauma-Informed Leadership Coach to emerging and established leaders who want to live, lead, and love with confidence and freedom. They are the author of HEAL TO LEAD: Revolutionizing Leadership through Trauma Healing. As a Sacred Trauma Healing practitioner, they work one-on-one with those who have experienced trauma in childhood or adulthood. Kelly has written for Entrepreneur, Fast Company and Forbes, and currently writes on Substack about “The New TLC: Trauma, Leadership, and Consciousness.” Their vision is for more than half of humanity to heal its childhood trauma so that we may reimagine and rebuild the world together.
Contact Kelly on their website, LinkedIn, or Instagram, and be sure to subscribe to their Substack here.
Featuring: Paolo Vidali, Hidden GearsIn episode 098 of Agency Bytes, I sit down with Paolo Vidale, CEO of Hidden Gears, for one of the most honest and raw conversations we’ve ever had on this podcast. This isn’t just about agency life—it’s about the real, unfiltered struggles that come with being an entrepreneur and a human being.
Paolo opens up about one of the hardest challenges he and his wife faced—her unexpected cancer diagnosis at just 35 years old. We talk about what happens when life blindsides you, when everything you’ve built suddenly takes a backseat to survival, and how you find the strength to keep going. Paolo shares what it was like to step up as a caregiver, run a business solo, navigate financial pressures, and manage his own mental health—all while figuring out how to show up for his wife, his team, and himself.
We also get into:
• The emotional weight of entrepreneurship—and why so many agency owners feel like they have to have it all together, even when their world is falling apart.
• The unexpected kindness that came from clients and colleagues when he chose to be vulnerable about his situation.
• The hardest leadership lessons he learned while scaling back, delegating, and ultimately growing the agency in a healthier, more sustainable way.
• How this experience completely reframed his approach to work, life, and success—from prioritizing health and setting boundaries to embracing a “YOLO” mentality when it comes to experiencing life fully.
This conversation isn’t just about overcoming setbacks—it’s about redefining what truly matters. If you’ve ever struggled with balancing business and personal challenges, if you’ve ever felt like you had to carry everything alone, or if you need a reminder that it’s okay to step back, ask for help, and build a business that supports your life (not the other way around)—this episode is for you.
Paolo’s story is deeply personal, incredibly inspiring, and a powerful testament to resilience, leadership, and love. Give it a listen—you won’t regret it.
Key Bytes
• Life as an entrepreneur is filled with challenges.
• Vulnerability is crucial in business settings.
• Having a supportive partner can enhance business success.
• Navigating a health crisis requires clear communication.
• Delegation is essential for effective leadership.
• Prioritizing health can lead to better business outcomes.
• Traveling can provide a much-needed reset from work.
• Work-life balance is vital for a healthy team culture.
• It's important to redefine success beyond financial metrics.
• Health crises can shift priorities and perspectives on life.
Chapters
00:00 Introduction to Paolo Vidale and Hidden Gears
07:30 Navigating Personal and Professional Challenges
15:41 Coping with a Life-Altering Diagnosis
22:56 Leadership Lessons from Adversity
30:48 Reframing Life Priorities and Business Goals
39:51 Building a Healthy Work Culture
Paolo Vidali is the CEO and co-owner of Hidden Gears, a distributed web design, development, and marketing agency specializing in e-commerce solutions for growing businesses across the US, with offices in New York and Honolulu. With over 17 years of experience in web development and digital marketing, he focuses on Shopify Plus development, Pay-per-click (PPC) management, SEO, and conversion optimization. A veteran digital strategist and solutions architect, Paolo has a diverse background in managing sustainability initiatives, digital marketing strategy, and omnichannel retail.
Contact Paolo on their website, Instagram, LinkedIn, or on X.
Featuring: Matthew FoxIn episode 097 of Agency Bytes, I had the pleasure of speaking with Matthew Fox, a project leader, trainer, and operations consultant who specializes in conscious leadership and helping teams work better together.
Matthew opened up about his personal journey with imposter syndrome and how it led him to dive deep into self-development. Over the years, he’s explored frameworks like The 15 Commitments of Conscious Leadership and the Drama Triangle, which have shaped how he approaches leadership and team dynamics.
One of the biggest takeaways from our conversation? Project managers often spot cultural issues before leadership does. If your projects are struggling, it’s probably not just an execution problem—it’s a reflection of your agency’s culture.
We also dove into the importance of self-care for agency owners—something too many of us neglect. Matthew shared how shifting from reactive, fear-based leadership to solution-focused, conscious leadership can improve team morale, retention, and overall agency success.
Key Bytes
• Conscious leadership is essential for agency success.
• Self-discovery can lead to better team dynamics.
• Project managers are key to understanding agency culture.
• The drama triangle can hinder project success.
• Cultural challenges often stem from leadership styles.
• Self-care is crucial for effective leadership.
• Time management can improve agency operations.
• Creativity flourishes in a supportive environment.
• An open mindset leads to better problem-solving.
• Personal growth impacts professional relationships.
Chapters
00:00 Introduction to Conscious Leadership
01:25 The Journey of Self-Discovery
03:27 Integrating Conscious Leadership in Agencies
06:16 Understanding the Drama Triangle
10:12 Cultural Challenges in Agency Leadership
11:34 The Shift from Command and Control
16:56 The Role of Self-Care in Leadership
20:50 Time Management and Agency Culture
24:03 Creativity Under Pressure
26:33 The Importance of an Open Mindset
27:31 Final Thoughts and Personal Reflections
Matthew Fox is a project leader, trainer, and operations consultant with a strong background in public speaking and critique, skilled at delivering constructive feedback that inspires action and change. A true people person with the ability to gain consensus among multiple stakeholders to drive projects to completion and achieve company objectives.
His professional background includes various positions in technology implementation, project management, facilitation, and end-user training. And has led and mentored cross-functional teams.
Matthew loves to give back. He is actively involved in several volunteer organizations, including the Digital Project Manager and the Evolutionary Power Institute.
Contact Matthew on LinkedIn.
Featuring: Jason Kramer, CultivizeIn episode 096 of Agency Bytes, I had the pleasure of speaking with Jason Kramer, founder and CEO of Cultivize, about how to improve the sales process through better lead nurturing and CRM strategies. We covered topics like identifying and converting leads, picking the right CRM tools, and the mindset shifts that make CRM usage more effective. Jason shared some great insights on evaluating past marketing efforts, making sense of key metrics, and positioning agencies for success. He also introduced some exciting tools and resources from Cultivize, including a Google Sheets-based CRM system called Profit Path, which helps businesses track leads and marketing expenses more effectively.
Key Bytes
• Cultivize focuses on helping businesses identify, nurture, and convert leads.
• Proper CRM implementation requires ongoing adjustments and strategy.
• Many companies jump into technology without understanding their needs.
• Evaluating past marketing efforts is crucial for future success.
• Metrics should inform decisions, not just provide data.
• Agencies often struggle with self-marketing due to proximity to their own business.
• Positioning and niche marketing are essential for agency success.
• New tools like Profit Path can simplify lead tracking and marketing costs.
• Behavioral changes are necessary for effective CRM usage.
• Asking for help can accelerate business growth.
Chapters
00:00 Introduction to Cultivize and Sales Optimization
05:55 Choosing the Right CRM Tools
11:58 Evaluating Past Marketing Efforts
17:54 Marketing for Agencies: The Importance of Positioning
24:04 Rapid Fire Questions and Final Thoughts
Jason Kramer is the founder and CEO of Cultivize, a consulting firm dedicated to improving lead nurturing and CRM implementation. With more than two decades of experience, Jason has collaborated with both global and local brands to help align marketing and sales efforts. His expertise lies in optimizing sales processes, evaluating underperforming marketing campaigns, and fostering better integration between marketing and sales teams.
Contact Jason on his website and use code “Agency Bytes” to save $50 on Profit Path.
Featuring: Chip Griffin, SAGAIn episode 095 of Agency Bytes, I’m joined by Chip Griffin, founder of the Small Agency Growth Alliance (SAGA). With over 30 years of experience as an agency owner and entrepreneur, Chip shares how small PR, marketing, and creative agency owners can build businesses they truly love.
We dig into some of agency owners' pitfalls, including why chasing “copycat goals” and outdated benchmarks often leads to burnout, and why focusing on profit and personal satisfaction is key. Chip also breaks down his “floor-to-ceiling” pricing model, the importance of time tracking, and how finding focus (a.k.a. niching) can make your agency more efficient and profitable. Plus, we discuss how owners can step back from the grind and take control of their day-to-day.
If you’re ready to rethink your approach to running your agency, this episode is packed with actionable tips to help you grow sustainably and love what you do. Tune in now!
Key Bytes
• Commit to building a business you want to own.
• Define personal goals to shape your agency.
• Focus on profit, not just revenue or headcount.
• Time tracking is essential for understanding costs.
• Pricing should be based on project budgets and value.
• Finding focus helps improve efficiency and results.
• Agency owners often work too many hours on the wrong tasks.
• Control your day to enhance satisfaction.
• Selling an agency is often not a life-changing event.
• Life is too short to be miserable in your work.
Chapters
00:00 Introduction to Agency Growth
06:36 The Importance of Time Tracking
12:51 Pricing Strategies for Agencies
19:23 Common Pain Points for Agency Owners
25:19 Rapid Fire Questions and Final Thoughts
As the founder of the Small Agency Growth Alliance (SAGA), Chip Griffin helps small PR and marketing agency owners build businesses that they want to own. He works with them to grow profits, eliminate overwork, and improve their overall satisfaction.
As an experienced entrepreneur and agency owner himself, Chip shares the wisdom of his successes and the lessons from his failures. He understands the challenges and opportunities that face agency owners because he sat in the same chair and faced similar decisions.
Chip joined his first agency 30 years ago as a Junior Account Executive and has had an appreciation for the highs and lows these firms have experienced ever since.
Contact Chip on his website or on LinkedIn.
Featuring: Chris DuBois, Dynamic Agency OSIn episode 094 of Agency Bytes, I had the pleasure of sitting down with Chris Dubois, a seasoned marketing expert and non-founder CEO. Chris shares his fascinating journey from being an infantry officer to leading a successful agency that not only got recognized as an Inc 5000 honoree but also earned the prestigious Two Comma Club award. During our conversation, Chris dives deep into the Dynamic Agency OS, his framework for helping agencies achieve alignment and growth. Key areas of focus from the podcast include:
• Transformational Leadership: How Chris advanced from head of operations to CEO and his insights on effective leadership.
• Strategic Specialization: The importance of niching based on problem-solving and creating differentiated offers.
• Team Optimization: Evaluating and leveraging team strengths to maintain high standards and improve agency culture.
• Quarterly Planning: The benefits of conducting quarterly strategy sessions to stay aligned with client goals and maintain focus.
• Practical Tools: Chris's take on invaluable tools like the AI-powered calendar tool, Motion, and its impact on productivity.
Tune in to explore valuable strategies and actionable insights that can help marketing agency owners thrive and grow their businesses.
Key Bytes
• Chris DuBois transitioned from military service to agency leadership.
• The Dynamic Agency OS framework focuses on operators, offers, and operations.
• Agencies often struggle with client requests outside their expertise.
• Leadership in agencies is about maintaining a strong culture and standard.
• Hiring the right people is crucial for delivering quality work.
• Understanding client needs requires digging deeper into their problems.
• Quarterly strategies help keep clients focused and accountable.
• Soft skills can be broken down into quantifiable hard skills for training.
• Delegation is key for agency owners to focus on growth.
• Networking with other experts can provide valuable insights and solutions.
Chapters
00:00 Introduction to Agency Bites and Chris DuBois
06:32 The Dynamic Agency OS: A Framework for Success
12:51 Navigating Client Requests and Agency Expertise
23:39 Personal Insights and Recommendations from Chris DuBois
Chris DuBois helps marketing agencies build a solid go-to-market foundation while avoiding common roadblocks by aligning business design with personal goals through the Dynamic Agency OS. A former head of operations and non-founder CEO at an agency, he is an INC 5000 honoree and 2 Comma Club awardee.
Contact Chris on his website or on LinkedIn.
Featuring: Jonathan Stark, DitchervilleIn Episode 093 of Agency Bytes, I sat down with Jonathan Stark — a former software developer turned pricing consultant — to dig into a topic that trips up so many agencies: hourly billing vs. value-based pricing.
Jonathan shared how he made the shift from trading time for money to focusing on the value his work delivers. What started as a few talks with agencies grew into a full-blown movement — writing books, delivering content, and building a thriving community of creative professionals ditching the hourly model.
We talked about why hourly billing holds agencies back, the importance of deeply understanding client needs, and how to craft pricing options that reflect the true value you provide. Jonathan’s insights on uncovering client motivations and taking a more strategic approach to pricing will help you build stronger client relationships and increase profitability.
If you’re tired of being stuck in the “billable hour” mindset, this episode is packed with actionable advice you won’t want to miss.
Key Bytes
• Hourly billing limits income potential.
• Understanding client outcomes is crucial for pricing.
• Scope should be defined after understanding client needs.
• Value-based pricing can lead to higher profits.
• Creating multiple pricing options can attract clients.
• Time tracking is unnecessary in a value-based model.
• Client motivations should drive the sales conversation.
• Different levels of engagement affect pricing strategies.
• Value pricing enhances client relationships.
• Being unique in your offering is essential for success.
Chapters
00:00 Introduction to Ditching Hourly Billing
06:01 Understanding Client Needs and Outcomes
11:45 Creating Pricing Options for Clients
17:47 Uncovering Client Motivations
23:54 The Home Run of Value Pricing
Jonathan Stark is a former software developer who is on a mission to rid the world of hourly billing. He is the author of Hourly Billing Is Nuts, the host of Ditching Hourly, and writes a daily newsletter on pricing for independent professionals.
Connect with Jonathan and learn about ditching hourly on his website.
Featuring: Armin Vit, Brand NewIn Episode 092 of Agency Bytes, I had the absolute pleasure of interviewing Armin Vit, co-founder of Under Consideration and editor of the wildly popular blog Brand New. As someone who’s followed Armin’s work for nearly two decades, this was a bucket-list conversation for me.
We dove into the early days of design blogging and how Brand New evolved from a passion project into a thriving subscription-based business. Armin shared why he and his partner Bryony chose to lean into events and community-building over running a traditional design agency — and how that shift has shaped their success.
We also got into some fun topics like logo trends, what makes a redesign impactful, and how design can spark conversation. But what really stood out were Armin’s insights for agency owners — from taking calculated risks to staying organized with something as simple (and powerful) as spreadsheets.
If you’re an agency owner or a design enthusiast, you won’t want to miss this episode. Armin’s perspective on balancing creativity, business, and community is inspiring and packed with practical takeaways.
Key Bytes
• The transition to a subscription model was driven by the pandemic.
• In-house design is gaining recognition and importance in the industry.
• The Brand New blog has evolved in writing style and audience engagement.
• Airbnb's logo change is a prime example of design conviction.
• Design trends often emerge simultaneously across the industry.
• Community engagement through events is a key passion for Armin.
• Calculated risks are essential for agency growth and survival.
• Spreadsheets help organize thoughts and data effectively.
• The design industry is shifting towards valuing in-house talent.
Chapters
00:00 Introduction to Armin Vit and Under Consideration
08:10 Passion for Events and Community Engagement
15:01 The Brand New Blog and Its Evolution
20:59 Identifying Design Trends in Real Time
30:01 Valuable Business Advice for Agency Owners
Born and raised in Mexico City, Armin Vit is a graphic designer and writer now living in Bloomington, IN. He is co-founder of UnderConsideration, a graphic design firm generating its own projects, initiatives, and content. He is the editor and primary writer of the popular blog Brand New. Along with his wife and business partner, Bryony Gomez-Palacio, he is the co-organizer and co-host of the Brand New Conference (established in 2010) as well as of First Round (established in 2018) and In-house In-focus In-person (launching in 2025). Cumulatively they have curated a selection of more than 450 individual speakers and hosted more than 12,000 attendees since 2010.
Contact Armin on any of his Instagram accounts: Personal, Brand New, In-House In-Focus, Brand New Conference, or on the Under Consideration website.
Featuring: Brad Farris, Anchor AdvisorsIn episode 091 of Agency Bytes, I had the pleasure of chatting with Brad Farris from Anchor Advisors about one of the biggest challenges agency owners face — scaling their businesses. Together, we dig through some of the must-have habits that a CEO needs to find their version of success.
We dove into the mindset shifts that are crucial for growth, the tricky transition from being a consultant to stepping into a true coaching role, and why trust is absolutely essential when it comes to delegation.
Brad shared some incredible insights on how agency owners can break through that million-dollar revenue barrier, find real satisfaction in leadership, and avoid the endless cycle of overwork that so many of us fall into.
We also talked about building a healthy work culture and how shifting your perspective can make all the difference in solving problems.
And of course, we wrapped things up with some rapid-fire questions to get a few personal insights from Brad — always a fun way to end the conversation!
It’s a great episode packed with value, and I can’t wait for you to listen.
Key Bytes
• Success is driven less by what you do than who you decide to be.
• The biggest hurdle to growth is often internal.
• Transitioning from doing to orchestrating is crucial for agency growth.
• Micromanaging can lead to decreased performance in teams.
• Finding satisfaction in seeing others succeed is key.
• Overworking does not equate to better results.
• Taking breaks can simplify overwhelming problems.
• A healthy work culture is essential for team morale.
• Trusting your team is vital for effective delegation.
• It's important to recognize that not everything is as critical as it seems.
Chapters
00:00 Introduction to Agency Growth Challenges
03:02 Mindset Shift: From Consulting to Coaching
05:50 Overcoming the Million-Dollar Barrier
08:58 The Importance of Trust in Delegation
12:07 Finding Satisfaction Beyond the Craft
15:07 Breaking the Cycle of Overwork
18:01 The Power of Perspective in Problem Solving
20:58 Creating a Healthy Work Culture
23:51 Rapid Fire Questions and Closing Thoughts
Brad Harris from Anchor Advisors is known for helping agency and expert firm owners grow through the $1M—2M barrier to become thriving $3M —$5M agencies.
For over twenty years, Brad has worked alongside agency owners to help them sharpen their focus, raise their prices, and hire better people so that their firms can scale.
In his work with hundreds of agency owners, he’s learned that success is driven less by what you do than who you decide to be, and the biggest hurdle to your agency’s growth is between your ears.
Contact Brad on his website, or take his leadership assessment.
eaturing: Jon Tsourakis, OyovaIn episode 090 of Agency Bites, I'm thrilled to chat with Jon Tsourakis, the owner and president of Oyova, a dynamic national marketing and web development agency. Jon has an inspiring story about his journey into the agency world, and I can't wait for you to hear how Oyova has evolved over the years and the lessons Jon has learned along the way.
We dive into the challenges that agencies face in today’s ever-changing market and discuss the critical role of niche marketing and how personalized service can help retain clients. Jon shares his valuable insights on adapting to market conditions and his exciting plans for future growth, including potential acquisitions.
To wrap things up, we have some fun with rapid-fire questions that reveal personal insights and practical business advice. Join us for what promises to be an engaging and informative conversation!
Key Bytes
• Jon's journey into the agency space began after leaving a family business.
• The merger of Oyova in 2019 led to rapid growth initially.
• The agency faced challenges due to economic downturns and client pullbacks.
• Niche marketing is crucial for agency success in a competitive landscape.
• Client retention is achieved through personalized, white glove service.
• The agency offers a digital marketing suite and web development services.
• Future growth strategies include focusing on specialization and potential acquisitions.
• Maintaining a healthy billing rate is essential for agency profitability.
• The agency space is evolving, and adaptation is key to survival.
• It's important to push oneself beyond perceived limits to achieve success.
Chapters
00:00 Introduction to Agency Bites and Guest Background
02:30 The Evolution of Oyova and Market Challenges
06:53 Niche Marketing: The Key to Agency Success
11:14 Client Retention and White Glove Service
14:55 Service Offerings: Digital Marketing and Web Development
21:02 Future Outlook: Adaptation and Growth Strategies
27:38 Rapid Fire Questions and Closing Thoughts
Jon Tsourakis is a seasoned leader, marketer and sales expert. He’s the co-owner and President of Oyova, a national marketing and web development agency where he helps the firm identify and capitalize on new opportunities.
Contact Jon on LinkedIn or the Oyova website.
Featuring: Dan Englander, Sales SchemaIn episode 089 of Agency Bites, I had the pleasure of sitting down with Dan Englander, CEO of Sales Schema. We dove into the world of strategic sales planning for marketing agencies and unpacked some of the biggest challenges agency owners face—things like relying too much on referrals, struggling with time, and not having a clear idea of their target market.
Dan breaks down why building trust and leveraging connections is so critical for effective outreach, and we talk about where automation fits (and doesn’t fit) into the sales process. He also explains why it’s so important to create a solid sales system before you start hiring salespeople, and how understanding sales cycles can help set better expectations.
We also touch on hiring the right salesperson and why the human element in sales can’t be overlooked. And of course, we wrap up with some fun rapid-fire questions that give us a glimpse into Dan’s personal and professional side.
If you’re an agency owner looking to make your sales process smoother, more human, and more effective—this one’s for you!
Key Bytes
• Many agencies rely too much on referrals for growth.
• Lack of time and clarity are major stumbling blocks for agency owners.
• Outbound sales should start as a clarity-building exercise.
• Agencies should define their target markets and specialize.
• Building trust is crucial in a competitive landscape.
• Leveraging connections can enhance outreach effectiveness.
• Automation in sales processes is essential but quality matters.
• Most agency clients have owner-led sales teams.
• It's important to build a sales system before hiring a salesperson.
• Understanding sales cycles is key to setting expectations.
Chapters
00:00 Introduction to Agency Growth Strategies
01:50 The Importance of Strategic Sales Planning
04:41 Overcoming Common Agency Growth Challenges
09:10 Building Trust in a Competitive Landscape
12:52 Leveraging Connections for Effective Outreach
15:24 The Role of Automation in Sales Processes
18:46 Creating a Sales System Before Hiring
21:55 Understanding Sales Cycles and Expectations
26:51 The Human Element in Sales
Dan Englander is the CEO and Founder of Sales Schema, a fractional new business team for marketing agencies, and he hosts The Digital Agency Growth Podcast. Previously Dan was the first employee head of new business at IdeaRocket, and before that, Account Coordinator at DXagency. He's also the author of Relationship Sales at Scale: How to Find Your Virtual Tribe and Reliably Grow Your Professional Service Business, Mastering Account Management and The B2B Sales Blueprint. In his spare time, he enjoys developing new aches and pains via Brazilian Jiu-Jitsu and spending time with his wife Sarah and their son Adrian in NYC.
Contact Dan on his company website, LinkedIn, Facebook, or personal LinkedIn.
Featuring: Mario Lanzarotti, Zen-PreneursIn this episode of Agency Bites, I sat down with Mario Lanzarotti, a business strategist who transformed his entrepreneurial journey through mindfulness and personal growth to focus on joy and making an impact. Mario shared his powerful story of starting an e-commerce business in New York, experiencing a pivotal panic attack that led him to meditation, and ultimately discovering the importance of emotional processing and redefining success. Through practices like Transcendental Meditation and plant medicine ceremonies, Mario developed his Zenpreneur method, which emphasizes that who you are being is more important than what you are doing. We dove deep into how entrepreneurs can break free from the hustle culture, process underlying emotional barriers, and create a more intentional, fulfilling business path. Mario's journey is a testament to the power of choice, inner work, and understanding that true success goes far beyond financial metrics.
Key Takeaways
• Mario's journey began in New York City with an e-commerce brand.
• Entrepreneurship is often perceived as a path to freedom.
• Stress can lead to a realization that something is off in life.
• Meditation provided Mario with a tool to regain control.
• Success is not just about financial gain but also personal happiness.
• The Landmark Forum helped Mario understand the power of choice.
• Agency owners often feel overwhelmed by information overload.
• Emotional processing is crucial for personal and professional growth.
• Redefining success can lead to a more fulfilling life.
• Who you are being is more important than what you are doing.
Chapters
00:00 Introduction to Zenpreneurship
01:00 Mario's Entrepreneurial Journey
04:31 The Turning Point: From Stress to Meditation
10:30 Discovering the Power of Choice
15:05 The Shift from Hustle to Zen
20:04 Emotional Processing and Personal Growth
25:13 Redefining Success Beyond Money
30:05 The Matrix of Entrepreneurship
32:07 Rapid Fire Questions and Closing Thoughts
Mario Lanzarotti is a pioneer in transforming the way agency owners scale their businesses, combining high-performance strategies with inner peace and sustainable success. After successfully exiting his first company, Awl & Sundry, in 2019, Mario embarked on a global journey that led to the creation of the Zenpreneur method—an innovative approach that empowers entrepreneurs to achieve 7-figure success without sacrificing their well-being.
Today, Mario is leading a movement that redefines entrepreneurial success by integrating wealth creation with self-mastery and mindful leadership. He specializes in guiding agency owners from overwhelmed solopreneurs to confident CEOs who build scalable businesses while maintaining freedom, control, and a lasting impact.
With over 1,000 business owners coached, Mario has left an indelible mark on the entrepreneurial community. His TEDx talk, which has amassed over 2 million organic views, underscores his groundbreaking methods for accelerating business growth while fostering a balanced, fulfilling lifestyle.
Mario’s mission is to help agency owners break free from the grind culture, scale with purpose, and create businesses that not only thrive financially but also contribute positively to their lives and the world around them.
Contact Mario on his website or on LinkedIn.
Featuring: Peter Kang, Barrel HoldingsIn Episode 087 of Agency Bytes, I had an inspiring conversation with Peter Kang, co-founder and chairman of Barrel Holdings. Peter shared his journey of building Barrel, a standout eCommerce agency specializing in Shopify, and how his vision evolved into creating multiple specialized agencies under the Barrel Holdings umbrella.
We dove into the challenges and rewards of growing an agency, the strategic decisions that shaped his path, and what it’s like to step back from daily operations to focus on the bigger picture. Peter is passionate about investing in the right people and systems to build an ecosystem of agency services that truly thrives and writes about it weekly in his newsletter.
He also opened up about the importance of transparency in communication, their bold Omakase experiment in funnel building, and launching Agency Habits, a resource-packed platform for agency operators. Throughout our chat, Peter emphasized the power of relationships in business and the fulfillment that comes from pursuing work you’re truly passionate about.
This episode is packed with actionable insights and inspiration—don’t miss it!
Key Takeaways
• Peter Kang co-founded Barrel in 2006 with a focus on digital transformation.
• The agency evolved to specialize in e-commerce, particularly Shopify.
• Barrel Holdings was created to manage multiple agencies under one umbrella.
• Transparency in communication has been a core value for Peter and his team.
• The Omakase experiment allowed clients to receive branding for free, building a portfolio.
• Separate agencies allow for tailored staffing and focused strategies.
• Agency Habits aims to share resources and insights among agency operators.
• Building relationships is crucial for long-term success in business.
• The importance of passion-driven work over purely strategic planning.
• Peter emphasizes the need for a succession plan in agency leadership.
Chapters
00:00 Introduction to Agency Bites and Peter Kang
05:10 Focusing on E-commerce and Shopify
10:16 The Strategy Behind Separate Agencies
14:35 The Importance of Transparency in Communication
16:20 The Omakase Experiment: A Bold Approach
23:01 Building a Diverse Agency Portfolio
24:56 Launching Agency Habits: A New Venture
28:41 Rapid Fire Questions and Personal Insights
Peter Kang is co-founder and Chairman of Barrel Holdings, a portfolio of digital agency businesses that includes Barrel, a leading Shopify agency, and BX Studio, a leading Webflow agency. Peter enjoys working closely with agency leaders both in and outside of Barrel Holdings, being a sounding board and sharing lessons learned from years of operating agency businesses.
Contact Peter at Barrel Holdings, his personal website, or on Agency Habits.
Featuring: Christian BanachIn Episode 086 of Agency Bytes, I sit down with Christian Banach, a business development expert with a fascinating backstory—from concert promotions to helping agencies land big-ticket clients. Christian’s journey is packed with lessons for anyone looking to level up their business development game.
We dive into the power of relationship marketing, the magic of positioning and specialization, and how agencies can stand out in a crowded marketplace. Christian shares actionable strategies for building and nurturing an email list and why thought leadership (like newsletters!) is key to staying top of mind with prospects.
We also chat about creating consistent, meaningful content and using LinkedIn to boost visibility and credibility. If you’re wondering how to turn casual readers into real connections, this episode is a goldmine.
It’s a must-listen for agency owners ready to take their business development to the next level!
Key Takeaways
• Asking like an auctioneer involves maximizing potential asks.
• Rejection should be seen as a sign of success, not failure.
• Design your asks based on what you truly want, not what you think you can get.
• Understanding the perceived value is crucial in negotiations.
• The offer inside the ask should benefit both parties involved.
• Mindset plays a significant role in how we approach asking for what we want.
• It's important to communicate your dreams to those around you.
• Asking for more can lead to greater outcomes than anticipated.
• The process of auctioneering provides valuable insights into effective communication.
• Honesty and generosity should guide your asks, not manipulation.
Chapters
00:00 Introduction to Asking Like an Auctioneer
05:16 The Connection Between Asking and Auctioneering
10:28 Mindset: Embracing Rejection
15:30 Designing Your Ask
20:57 The Offer Inside the Ask
27:03 Final Thoughts and Rapid Fire Questions
Christian Banach is a seasoned business development expert who began his entrepreneurial journey in high school by running a successful concert promotions business. He's worked with big names like Lady Gaga and Pitbull and led marketing activations for brands like Disney and Toyota. After navigating the challenges of the 2008 recession, Christian pivoted to business development, helping agencies generate millions in revenue with clients like Kohl's and Constellation Brands. Now, he's on a mission to help agencies and consultancies land 6 and 7-figure opportunities predictably. Welcome to the show, Christian!
Contact Christian on his website or on LinkedIn.
Featuring: Dia BondiIn Episode 085 of Agency Bytes, I had the privilege of sitting down with Dia Bondi, a communications expert and author of Ask Like an Auctioneer. Dia shares her fascinating journey from the world of auctioneering to becoming a sought-after communication coach.
We dive deep into the art of asking effectively in high-stakes situations, exploring how to embrace rejection, craft impactful asks, and understand the value behind what you're offering. Dia introduces her powerful framework for building and delivering asks with confidence and clarity.
This episode is packed with insights on training your mindset to recognize what you truly want, articulate it boldly, and go after it fearlessly. Dia inspires us to make our dreams known and actively chase our goals with intention and determination.
If you’ve ever struggled with asking for what you deserve, this conversation is one you don’t want to miss!
Key Takeaways
• Asking like an auctioneer involves maximizing potential asks.
• Rejection should be seen as a sign of success, not failure.
• Design your asks based on what you truly want, not what you think you can get.
• Understanding the perceived value is crucial in negotiations.
• The offer inside the ask should benefit both parties involved.
• Mindset plays a significant role in how we approach asking for what we want.
• It's important to communicate your dreams to those around you.
• Asking for more can lead to greater outcomes than anticipated.
• The process of auctioneering provides valuable insights into effective communication.
• Honesty and generosity should guide your asks, not manipulation.
Chapters
00:00 Introduction to Asking Like an Auctioneer
05:16 The Connection Between Asking and Auctioneering
10:28 Mindset: Embracing Rejection
15:30 Designing Your Ask
20:57 The Offer Inside the Ask
27:03 Final Thoughts and Rapid Fire Questions
Dia Bondi is a Communications Catalyst, Speaker, and Author of Ask Like an Auctioneer: How to Ask for More and Get It. She coaches VC-backed founders, executives, and ambitious professionals to speak powerfully when the stakes are high. She helped Rio de Janeiro win the right to host the 2016 Summer Olympics and has helped countless leaders secure hundreds of millions in decisions and resources. A hobbyist fundraising auctioneer, Dia’s TEDx Talk was selected as a TED Editors’ Pick, showcasing how to make the kinds of asks that can change everything.
Learn more about Dia and her services on her website.
Featuring: Jacquelyn Laufer & David Yassky, Driver DigitalIn this episode of Agency Bites, I had the pleasure of sitting down with David Yasky and Jacqueline Laufer, the dynamic duo behind Driver Digital. Let me tell you, their story of building a thriving agency in the fashion and e-commerce space is nothing short of inspiring!
We dove deep into the secret sauce of their partnership, and it's all about knowing your strengths and playing to them. David and Jacqueline shared some golden nuggets on how they've defined their roles and fostered a culture that keeps their team excited to come to work every day. They've cracked the code on maintaining joy in the workplace!
We also got into the nitty-gritty of building those long-lasting client relationships that are the lifeblood of any agency. And if you're looking to level up your leadership game, you won't want to miss their thoughts on effective leadership and the power of mentorship.
If you're ready for a dose of inspiration, practical wisdom, and maybe a laugh or two, tune in to this episode. Trust me, you won't regret it!
Key Takeaways
• Both David and Jacqueline ran their own agencies before partnering.
• Driver Digital specializes in fashion, beauty, and e-commerce.
• Defining roles in a partnership is crucial for efficiency.
• Fostering a positive culture is essential for team morale.
• Maintaining joy in the workplace enhances productivity.
• Building lasting relationships with clients leads to success.
• Effective leadership involves immediate feedback and open communication.
• Mentorship plays a vital role in personal and professional growth.
• Success is attributed to strong relationships and quality work.
• Saying no to projects that aren't a good fit is empowering.
Chapters
00:00 Introduction to Driver Digital
01:01 The Journey to Partnership
02:58 Niche Focus in Fashion and E-commerce
06:16 Defining Roles in the Agency
10:26 Fostering a Positive Agency Culture
15:41 Maintaining Joy in the Workplace
19:31 Building Lasting Client Relationships
22:01 Leadership Styles and Team Management
25:04 The Importance of Mentorship
29:03 Success Through Relationships
33:02 Rapid Fire Questions and Key Takeaways
David Yassky is a creative leader and brand developer with over eighteen years of dynamic experience combining the worlds of editorial, fashion, retail and ecommerce. His editorial roots, entrepreneurial acumen, and strong industry relationships make him a unique asset that artfully straddles the creative and business worlds. David began his career as a Fashion Editor at Women’s Wear Daily and W Magazine before going on to consult for a variety of iconic brands including Tory Burch, Anthropologie, and Gap. David was the co-founder and President of The Aisle New York, a progressive digital startup in the bridal ecommerce space, and later he served as Fashion and Editorial Director of the large American ecommerce site, IDEELI. He is the founder and creative director of Driver Creative & Driver Digital – helping transform iconic brands including Anne Klein, Bergdorf Goodman, and Joseph Abboud.
Jacquelyn Laufer, is an E-Commerce, Digital Marketing, Solutions, and Project Management consultant with over 14 years of experience specializing in the luxury fashion, beauty, and travel industries. Having launched Henri Bendel’s first ecommerce website, Bond No. 9’s second, and built online experiences with Estee Lauder Companies, Coty, Edit New York and Blissworld, Jacquelyn is known for helping companies scale their business. Most notably, Jacquelyn founded e-commerce consulting and project management firm Rebuild Girl, which led the re-platforms for brands such as L’Objet, Anne Klein, Joseph Abboud, Creed Boutique, Hanky Panky, and more. Jacquelyn enjoys building consensus, effectively motivating and helping teams hit their mark, defining digital solutions and integrations to help brands grow, and most importantly hanging out with her husband and rescue dog.
Contact Jacquelyn and David on their website, Instagram, or LinkedIn.
Featuring: Jody Sutter, The Sutter CompanyIn Episode 083, I had the pleasure of chatting with Jody Sutter, owner of Sutter Company, about her journey in business development and our shared mission of supporting small marketing agencies with their sales and marketing efforts. Jody introduces her Build Win Scale System—a practical, step-by-step approach to help agencies identify their ideal clients, improve messaging, and strengthen their teams for business growth.
Throughout our conversation, Jody shares why it's crucial for agencies to focus on sales and marketing fundamentals, like pinpointing the right clients and solving their unique challenges. We also explore how to tackle seasonality in the agency world and the power of prioritizing one thing at a time for sustainable success. Don’t miss this insightful episode!
Key Takeaways
• Focus on the basics of sales and marketing, such as identifying your ideal client and solving their problems.
• Prioritize and focus on one thing at a time to make progress.
• Use the dips in business to work on strategic projects and improve your agency.
• Consider integrating AI tools to streamline processes and improve efficiency.
• Reflect on the value you provide to your clients and turn it into a compelling message.
Chapters
00:00 Introduction and Background
06:32 The BuildWin Scale System
12:58 Challenges and Pitfalls in Agency Business Development
17:41 Managing Seasonality in the Agency Business
20:12 Prioritization and Focus
25:15 Integrating AI in Agency Operations
31:05 Turning Value into a Compelling Message
32:40 Closing Remarks
Jody is the owner of The Sutter Company, a business development coaching and advisory firm, and the inventor of the BUILD WIN SCALETM system, a step-by-step process designed to help leaders of small marketing agencies identify and activate their natural talents for sales and marketing, leading to a sustainable approach to winning new business.
Contact Jody on her website.
Featuring: Chris Martinez, Bloom PartnersIn episode 082, I sit down with Chris Martinez, CEO and founder of Bloom Partners, who shares his journey from building a successful marketing agency to transitioning into management consulting. Chris dives into the importance of data-driven strategies and setting clear KPIs for each department, emphasizing how these metrics fuel growth. We discuss the impact of AI on the industry, and Chris encourages agency owners to embrace the new possibilities it brings. He also talks about the critical role of personal fulfillment in business success—how finding joy in all areas of life directly boosts both individual and company performance.
Key Takeaways
• Set clear KPIs for each department in your agency and track them using simple tools like Google Sheets.
• Embrace AI and leverage its capabilities to improve efficiency and productivity in your agency.
• Focus on personal fulfillment in physical health, mental health, relationships, and business to achieve overall success.
• The business is a reflection of you, so ensure that other areas of your life are in balance for optimal performance.
Chapters
00:00 Introduction and Background
03:08 Building a Marketing Agency and Transitioning to Management Consulting
05:54 Data-Driven Strategies and Clear KPIs
09:00 Embracing AI in the Agency Industry
12:56 The Importance of Personal Fulfillment in Business
Chris Martinez, CEO and Founder of BLOOMAgency.io, has turned his passion for helping underdogs into a thriving business, growing his company from zero to millions in revenue. Recognized with a 2021 Stevie Award for Minority-Owned Business of the Year, Chris also hosts the popular podcast Operation Agency Freedom. He is the author of four books, including the Amazon Bestseller It’s Not JUST A Website, and his latest release, Facts Not Feelings, offers insights on scaling a marketing agency with data-driven strategies.
Contact Chris on his website, on Instagram, or learn about Agency Freedom Live.
Featuring: David C. Baker, PunctuationIn episode 081, I sit down with David C. Baker, a renowned consultant, author, and speaker in the advertising agency world. We explore David's journey from grad school to founding his consultancy, Punctuation, and later bringing his son into the business. David shares key traits that drive successful agencies—courage, discipline, strategic positioning, and effective team management. We discuss business resets, lead generation, and the science behind agency positioning, along with the advantages of running an agency with future acquisition in mind. Beyond business, David talks about his personal passions like motorcycling, woodworking, and photography. Tune in for valuable insights into managing and scaling a creative agency.
Key Takeaways
• Courage and discipline are key traits for agency leaders
• Positioning is crucial for agency success and requires testing and refinement
• Running an agency as if you're going to sell it can lead to better overall performance
• Woodworking, motorcycle racing, and photography are David's hobbies
• Stop things that no longer serve you and simplify your life
Chapters
00:00 Introduction and Background
03:07 The Importance of Courage and Discipline in Agency Leadership
06:29 The Process of Positioning and Testing
11:17 Keys to Making an Agency Attractive for Sale
15:16 David's Hobbies: Woodworking, Motorcycle Racing, and Photography
18:20 Advice for Agency Owners: Stop and Simplify
David C. Baker is an author, speaker, and advisor to entrepreneurial creatives worldwide. He has written 6 books, advised 1,000+ firms, and keynoted conferences in 30+ countries. His work has been discussed in the Wall Street Journal, Fast Company, Forbes, USA Today, BusinessWeek, CBS News, Newsweek, AdWeek, and Inc. Magazine. He lives in Nashville, TN. His two most recent books are at http://www.expertise.is and https://www.tradecraft.is His work has also been featured in the NY Times, where he was recently referred to as “the expert’s expert”. He co-hosts the most listened-to podcast in the creative services field (2Bobs).
Contact David on his website, or LinkedIn, or learn about his MYOB Conference.
Featuring: Kevin Rapp, Ultra FriendsIn episode 080, I had a great conversation with Kevin Rapp, co-founder and chief creative officer of Ultra Friends. We dive into the exploitation of creatives and the crucial role of valuing creativity in business. Kevin shares his journey from working in agencies and studios to going in-house at a fast-growing startup, where he learned to focus not just on the craft, but on delivering real value to the business.
We discuss why creatives should stop pitching for free and start advocating for the true worth of their work. Kevin’s key takeaway? Understand and confidently articulate the immense value that creativity brings to the table.
This episode is a must-listen for any creative professional looking to elevate their impact and take control of their worth in the business world!
Key Takeaways
• Creatives need to shift their focus from the craft alone to delivering value to the business.
• Pitching for free devalues creativity and sets an unhealthy dynamic in client relationships.
• Understanding and articulating the true value of creativity is crucial for success.
• Advocating for fair compensation and valuing creativity leads to better career opportunities and financial growth.
Chapters
00:00 Introduction and Background
03:30 Transitioning from Agency to In-House Startup
06:09 Shifting the Focus to Value and Business Impact
09:55 Starting Ultra Friends and Optimizing Creative Content
15:05 The Importance of Not Pitching for Free
20:59 The Devaluation of Creativity and Self-Worth
26:00 Setting the Tone and Advocating for Fair Compensation
31:53 Understanding and Articulating the True Value of Creativity
Kevin is the co-founder and Chief Creative Officer of the creative agency Ultra Friends. He's an accomplished creative leader with almost two decades of experience in the field. And he's built a mild reputation for himself by shouting into the internet void on Linkedin.
Contact Kevin on his website.
Featuring: Nicole Ayres, JumpsuitIn episode 079, I had the pleasure of speaking with Nicole Ayres, founder of Jumpsuit and creator of Jumpboards. After leaving the big agency world to freelance, Nicole built her own thriving agency—Jumpsuit—with zero paid ads and zero employees. She has since developed Jumpboards, a revolutionary end-to-end solution for agencies that streamlines everything from discovery calls to project handoff.
Nicole shares how Jumpboards empowers freelancers to confidently pitch larger projects and helps agencies operationalize business development, scoping, budgeting, and resource allocation. At the heart of her success? A strong belief in her team and a culture of collaboration and empowerment.
This episode is packed with insights for anyone looking to scale their agency or improve operational efficiency. Don’t miss out on Nicole's inspiring story and the game-changing strategies she’s developed!
Key Takeaways
• Building an agency without paid ads or employees is possible by leveraging a network of trusted freelancers.
• Jumpboards is a technology that streamlines the agency process and allows freelancers to pitch larger projects.
• Trust in your team is crucial for agency success.
• Creating a culture of collaboration and empowerment leads to a more fulfilling and productive work environment.
Chapters
00:00 Introduction and Background
08:21 Transitioning from Freelancer to Agency Owner
19:19 Introducing Jumpboards
27:31 The Future of Agencies and Freelancing
32:01 Personal Interests and Advice
Nicole Ayres left the big agency, freelanced (500k first year, built an agency with zero paid ads and zero employees that runs itself, now building technology to democratize it all.
Contact Nicole at Jumpsuit Agency or Jauntboards.
Featuring: Jhana Li, Spyglass OpsIn episode 078, Jhana Li, founder of Spyglass Ops, shares her inspiring journey from living van life to building her own successful operations consulting company. She talks about how she helps agency owners scale their businesses while regaining personal freedom by mastering the power of operations.
Jhana highlights how crucial operations are for growth and profitability, explaining how optimizing team performance, delegating tasks effectively, and implementing solid systems and processes allow founders to focus on high-value activities that drive real results. This episode is packed with practical insights for anyone looking to scale their agency while building a more efficient, sustainable business.
Key Takeaways
• Operations is crucial for scaling an agency and maximizing profitability.
• Optimizing team performance and implementing systems and processes are key to success.
• Founders should focus on high-value activities and delegate tasks to free up time.
• Raising the bar for success and setting higher standards can lead to team growth and success.
Chapters
00:00 Introduction and Background
03:04 The Importance of Operations in Scaling
08:23 Maximizing Team Performance
17:23 Raising the Bar for Success
Jhana Li, founder of Spyglass Ops. Jhana started as a COO for multiple startups - while living van life. After seeing countless founders stall out & trap themselves without the proper Operations, 3 years ago Jhana decided to start Spyglass Ops. Since then she has helped more than 100 businesses scale past 7 & 8-figures. Through Operations consulting, recruitment, and training, Spyglass Ops empowers founders to simultaneously scale their businesses while regaining their personal freedom.
Jhana Li started as a COO for multiple startups (while simultaneously traveling full-time in a converted van through N & S America). After seeing countless founders stall out & trap themselves without the proper Operations, 3 years ago Jhana decided to start her own company, Spyglass Ops. Since then she has helped 100+ businesses scale past 7 & 8-figures. Through Operations consulting, recruitment, and training, Spyglass Ops empowers founders to simultaneously scale their businesses while regaining their personal freedom.
Contact Jhana on their website, Facebook, Instagram, LinkedIn, and YouTube.
Featuring: David D. Doerrier, Present Your Way to SuccessEpisode 077 features David Durer, an expert in training and development. He shares insights on empowering people to reach their maximum speaking potential. He discusses the principles of adult learning theory, including ownership, complexity, and primacy and recency. He also provides tips for engaging virtual audiences and delivering impactful presentations. David emphasizes the importance of understanding the audience, practicing, and using relatable stories. He also highlights the challenges of virtual presentations and suggests incorporating theater of the mind techniques. Lastly, he advises taking things one step at a time and not getting overwhelmed.
Key Takeaways
• Understand your audience and deliver your message in a way that connects with them.
• Practice, practice, practice to improve your presentation skills.
• Use relatable stories to engage your audience and make complex concepts more understandable.
• In virtual presentations, incorporate theater of the mind techniques to compensate for the lack of visual and auditory cues.
• Take things one step at a time and avoid getting overwhelmed.
Chapters
00:00 Introduction and Background
03:46 The Principles of Adult Learning Theory
07:08 Engaging Virtual Audiences and Delivering Impactful Presentations
16:17 The Importance of Opening and Closing a Presentation
26:18 Advice for Business Professionals
With over 30 years of experience in training and development, instructional design, leadership, corporate training, public speaking, and an expert in the Adult Learning Theory, David is passionate about empowering people to reach their maximum speaking potential.
Known for his engaging style and ability to connect with his audience, David is in high demand as a speaker and trainer at industry conferences, corporate events, and educational institutions nationwide.
He has a knack for simplifying complex concepts and delivering practical insights that enable his clients to elevate their presentation skills.
Contact David on his website, on LinkedIn, or grab his free eBook, “Eight Principles of Engagement”
Featuring: Lisa Mullis, Paraphrase CommunicationsIn episode 076, I got to sit with Lisa Mullis from Paraphrase Communications. Lisa and I got to discuss the importance of effective brand messaging and copywriting for creative professionals. Lisa shares her journey from running a graphic design studio to focusing on copywriting and helping clients communicate their message. We discuss the challenges of writing copy, especially for oneself, and the impact of poor copy on sales. Lisa also emphasizes the need for a comprehensive approach to brand messaging and the role of mindset work in business success.
Key Takeaways
• Effective brand messaging and copywriting are crucial for creative professionals to attract and convert clients.
• Writing copy can be challenging, especially when it comes to writing about oneself.
• Poor copy can negatively impact sales and the overall perception of a brand.
• A comprehensive approach to brand messaging is necessary, addressing all aspects of the business.
• Mindset work is essential for overcoming resistance, fear, and anxiety in business.
Chapters
00:00 Introduction and Background
03:06 Challenges of Writing Copy
05:39 Positioning and Communication Challenges for Creative Professionals
10:44 Common Challenges Faced by Creative Professionals
14:27 The Impact of Poor Copy on Sales
26:10 The Importance of Mindset Work in Business Success
As a strategic brand coach and copywriter, Lisa helps service-based professionals clarify their messaging and streamline their marketing so they work with better clients, regain their time, and take home more money.
Lisa brings a unique skillset that encompasses both sides of brand messaging—the visual and the verbal. As a kid she lived in the world of language, exploring its many forms through writing, art, and music. You could find her either scribbling stories in notebooks or sketching doodles in art pads. At university, she was formally trained as an ad copywriter through her Journalism degree and as a graphic designer through the Fine Arts program.
During the first 18 years of her career as a graphic designer and owner-operator of a design studio, Lisa witnessed many clients struggle with what to put on their websites and other marketing collateral—in other words, the words. Keen to help and flex her moves as a wordsmith, she started helping clients develop sales-savvy language. In 2016, she officially transitioned her primary focus from design to copywriting.
Today as the head of Paraphrase Communications, Lisa supplements her decades of messaging, design, marketing, and small business acumen with a team of tech specialists for full support from brand strategy to execution. Together they help coaches, consultants, and creative professionals build their businesses through words that win clients—online and in real life—and high-converting marketing funnels that increase productivity and profitability.
With a do-it-together approach to brand messaging and implementation, clients gain much-needed clarity through the process, feel emotionally connected to their message which helps them sell more effectively, and grow their impact through an essential business-building skill—writing—which serves them for the life of their business.
Throughout the year, Lisa holds live events on messaging, copywriting, and marketing strategies for service providers and shares actionable ideas through her weekly newsletter. To stay in the loop, join her here: https://www.paraphrasecomm.com/em-signup
Contact Lisa:
Email: lisa@paraphrasecomm.com
Web: https://www.paraphrasecomm.com/
IG: https://www.instagram.com/paraphrasecommunications/
LI: https://www.linkedin.com/in/lhmullis/
FB: https://www.facebook.com/paraphrasecomm
Are your words winning or costing you clients? CLIENT CONVERSION QUIZ – Gain instant insight into the gaps in your messaging and marketing so you can improve your connections and conversions. Takes less than 5 minutes and it's free! https://paraphrasecomm.scoreapp.com/
Featuring: Jason Swenk, Agency Mastery 360Episode 75 is by far the Swenkiest of all episodes. I had the absolute pleasure of sitting with Jason Swenk, who is hands-down one of the most systemized agency coaches I’ve had the opportunity to speak with. Jason shares the secrets behind building and selling a successful agency, highlighting the power of clarity, positioning, and a solid offering. We dive into the essential pillars of agency growth, from prospecting and sales to leadership and operations. His advice? Stay committed to one goal until you succeed and keep showing up consistently. This is a must-listen for any agency owner looking to scale!
Key Takeaways
• Clarity, positioning, and offering are foundational elements for building a successful agency.
• Prospecting, sales, delivery, operations, and leadership are key systems for agency growth.
• Focus on one commitment until success and be consistent in your efforts.
• Building strategic partnerships and relationships is crucial for agency success.
• Regularly assess and reset your agency's systems and processes to adapt to growth and changes in the market.
Chapters
00:00 Introduction and Background
03:01 The Foundation of Clarity, Positioning, and Offering
09:59 The Key Systems for Agency Growth
22:55 Strategic Partnerships: Unlocking New Opportunities for Agency Growth
26:04 Assessing and Resetting: Adapting Your Agency's Systems for Growth
Jason Swenk is the agency advisor & coach who guides marketing agencies through a proven framework for growing their agency faster.
Jason is the author of the definitive guide to growing an agency from scratch to two 8-figure enterprises. He is one of the most sought-after advisors to agencies worldwide, thanks to his 8-system framework that has proven successful in scaling his own agency. His expertise has attracted clients like AT&T, Hitachi, and Lotus Cars, ultimately leading to the successful sale of his agency.
Contact Jason on his website.
Featuring: Iggy Odighizuwa, Founder of Ai-setters.comIn Episode 074, I sat down with Iggy Odigizua, CEO and founder of AISetters.com, to explore how agencies can harness AI tools to book qualified appointments effortlessly. Iggy shares insights from his Leeds Management System, a done-for-you service that helps agencies streamline their operations. We dive into his entrepreneurial journey, from dominating the health and fitness industry to coaching and building successful online businesses. Iggy reveals the benefits of the Leeds system, the challenges agencies face in adopting AI, and why embracing technology is crucial for boosting efficiency and productivity.
Key Takeaways
• The Leeds Management System is a done-for-you service that uses AI to book vetted and qualified appointments for service-based businesses like agencies.
• AI technology can improve efficiency and productivity in agency operations by automating lead management and follow-up processes.
• Adopting AI tools in agencies can be challenging due to the learning curve and fear of technology replacing human jobs.
• Using AI in agencies can help bridge the gap between sales and marketing, improve lead quality, and enhance client results.
• The key to success in business is understanding your target audience and focusing on the boring, but essential, work that gets results.
Chapters
00:00 Introduction and Background
04:23 Building High-Ticket Online Coaching Businesses
07:56 Automating Lead Management with AI
10:43 Overcoming Barriers to Adopting AI in Agencies
13:36 Bridging the Gap Between Sales and Marketing with AI
16:11 Enhancing Lead Quality and Client Results with AI
25:24 AI in B2C and D2C
27:24 Rapid Fire Questions
29:32 Invaluable Business Advice
Iggy Odighizuwa, CEO and Founder of Ai-setters.com and The Leads Pre-Conversion System a DONE FOR YOU Service That Uses Charlie Ai To Book Vetted & Qualified Appointments For Coaches, Consultants, Agency Owners and Service Based Businesses.
Iggy Built his first 7-figure high ticket online coaching business called "Tril 80 Coaching” Since then Iggy has helped to build 20 other 7-figure online coaching businesses and helped build two 8-figure online coaching businesses one of them called "The 4% Club," and over 100 6-figure online coaching businesses. Iggy spent 8 years of his life in Benin a small village in an African country called Nigeria.
Contact Iggy on LinkedIn, or his personal or company Facebook pages.
Featuring: Rachel Gertz, Louder Than TenIn Episode 073, I sat down with the brilliant Rachel Gertz, Co-founder of Louder Than Ten, to uncover the real power behind project management. We didn’t just talk about deadlines and deliverables—we dove into how effective project management can transform your agency from the inside out. Rachel shared game-changing insights on leadership, empowering your team, and rethinking the way digital agencies operate. From hiring the right talent to using the right tools for growth, this conversation is packed with strategies you can start using today to take your agency to the next level. Tune in now!
Key Takeaways
• Project management is a powerful conduit for empowering individuals and driving project success.
• Leadership challenges within digital agencies often stem from a lack of delegation and a scarcity mindset.
• The integration of project management tools and the development of financial literacy are crucial for effective project management.
• The role of project managers extends beyond traditional project delivery, encompassing strategic thinking, revenue growth, and team empowerment.
• Personal growth tools, such as journal trackers, can provide valuable insights and self-awareness for professional development.
Rachel Gertz is a Co-founder and Director of Delivery and Growth at Louder Than Ten. She helps small to medium sized digital agencies transform their digital PM operations through hands-on training and consulting. Her mission at Louder Than Ten is to propel tech workers through an uncertain future by training digital companies how to give power to the people leading their projects.
Contact Rachel on her website or LinkedIn.
Featuring: Peleg TopIn episode 072, I had the incredible opportunity to sit down with Peleg Top, a talented artist and spiritual director, to tackle a topic every creative professional faces: overcoming creative burnout. If you’ve ever felt drained or stuck in your creative journey, this episode is for you.
Peleg and I go way back—over 20 years—and in this conversation, he opens up about his transformative journey from agency owner to guiding others through burnout and into spiritual alignment. Peleg’s insights on the importance of self-love, shifting from a fear-based mindset to one of abundance, and saying "no" more often are powerful reminders for anyone in the creative field.
We dive deep into recognizing and transforming toxic beliefs and discuss the fascinating role that plant medicine plays in his work. This episode is packed with wisdom for agency owners and creatives looking to reconnect with their passion and purpose. Don’t miss it!
Key Takeaways
• Recognize the symptoms of burnout as an opportunity for self-examination and spiritual growth.
• Shift from a fear-based mindset to one of abundance and self-love.
• Identify and transform toxic beliefs that are holding you back.
• Say no more often and trust your intuition.
• Create a life and business that aligns with your values and allows you to express your creativity.
Bytes of Note
00:00 Introduction and Background
06:06 Recognizing Burnout and Seeking Spiritual Alignment
14:15 Shifting from Fear to Abundance
25:09 The Power of Saying No and Trusting Your Intuition
31:31 Creating a Life and Business Aligned with Your Values
Peleg Top is an artist, a trained spiritual director, and a teacher who mentors accomplished creatives and agency owners who meet themselves at a crossroads.
His background comes from being an agency owner himself. He ran a leading design and branding firm in Los Angeles for twenty years until he experienced his own spiritual crisis at the age of 40 and decided to shift direction, sell his agency, and become a guide and a coach who teaches creatives how to reinvent themselves.
Peleg is the creator of the "Creative High Growth" process, which teaches creatives to rediscover their creative free spirit and guides them to create a life of abundance and prosperity.
A world traveler, trained chef, DJ, and breathwork facilitator, Peleg’s mission is to activate and bring more love into the world.
Contact Peleg:
website: www.PelegTop.com
LinkedIn: @PelegTop
IG: @PelegTop
Free Sample: https://www.pelegtop.com/chg-sample
Featuring: Karl Sakas, Sakas & CompanyIn episode 070, I got to dive into the world of agency mergers and acquisitions with Jonathan Baker, the head of the M&A practice at Punctuation. Jonathan uncovers the secrets behind successful deals in the marketing services industry, shedding light on common pitfalls like leadership changes and cultural mismatches that can derail even the most promising mergers.
Discover the key elements that make an agency stand out to potential buyers, including the power of recurring revenue and strategic positioning. Jonathan shares his expert insights on valuation and talks through the sellability index, a tool that helps agencies measure their readiness for acquisition.
We explore the latest trends in M&A, the art of succession planning, and why it's crucial for founders to delegate and step back from daily operations. Whether you're looking to buy, sell, or simply learn more about the dynamics of agency mergers, this episode is packed with valuable information and actionable advice.
Bytes of Interest
• Factors that can cause deals to fail include leadership changes and cultural fit issues.
• Recurring revenue and positioning are important factors in making an agency attractive for acquisition.
• Valuation should be done annually as part of the business planning process.
• The sellability index can help agencies track their progress towards becoming sellable.
• Trends in M&A include a higher number of interested buyers than sellers.
• Succession planning should consider factors such as age, long-term goals, and the presence of a capable successor.
• Founders should delegate and extract themselves from day-to-day operations to enable growth.
• Personal goals and fulfillment should guide business decisions.
Chapters
00:00 Introduction and Background
02:11 Factors that Impact the Success of M&A Deals
05:59 The Importance of Recurring Revenue and Positioning in Agency Acquisition
08:41 Valuation and the Sellability Index: Tools for Agency Planning
19:58 Succession Planning: Considerations for Founders
22:38 Delegation and Growth: Extracting Founders from Day-to-Day Operations
25:02 Aligning Business Decisions with Personal Goals
Karl Sakas helps digital agency owners ‘Work Less’ and ‘Earn More’… while rewarding their best employees. Drawing on his background in agency operations, Karl has personally advised hundreds of agencies on every inhabited continent. An international speaker, he is the author of three books—including 'Work Less, Earn More'—and more than 400 articles on agency management. When he’s not helping clients, Karl volunteers as a bartender on an antique train.
Contact Karl:
Articles: https://sakasandcompany.com/adding-new-services/
Freebies: https://sakasandcompany.com/free-resources-for-agencies/
Book: https://worklessearnmorebook.com/
Workshop: https://sakasandcompany.com/agency-lead-gen-training/
Featuring: Jonathan Baker, PunctuationIn episode 070, I got to dive into the world of agency mergers and acquisitions with Jonathan Baker, the head of the M&A practice at Punctuation. Jonathan uncovers the secrets behind successful deals in the marketing services industry, shedding light on common pitfalls like leadership changes and cultural mismatches that can derail even the most promising mergers.
Discover the key elements that make an agency stand out to potential buyers, including the power of recurring revenue and strategic positioning. Jonathan shares his expert insights on valuation and talks through the sellability index, a tool that helps agencies measure their readiness for acquisition.
We explore the latest trends in M&A, the art of succession planning, and why it's crucial for founders to delegate and step back from daily operations. Whether you're looking to buy, sell, or simply learn more about the dynamics of agency mergers, this episode is packed with valuable information and actionable advice.
Key Takeaways
• Factors that can cause deals to fail include leadership changes and cultural fit issues.
• Recurring revenue and positioning are important factors in making an agency attractive for acquisition.
• Valuation should be done annually as part of the business planning process.
• The sellability index can help agencies track their progress towards becoming sellable.
• Trends in M&A include a higher number of interested buyers than sellers.
• Succession planning should consider factors such as age, long-term goals, and the presence of a capable successor.
• Founders should delegate and extract themselves from day-to-day operations to enable growth.
• Personal goals and fulfillment should guide business decisions.
Chapters
00:00 Introduction and Background
02:11 Factors that Impact the Success of M&A Deals
05:59 The Importance of Recurring Revenue and Positioning in Agency Acquisition
08:41 Valuation and the Sellability Index: Tools for Agency Planning
19:58 Succession Planning: Considerations for Founders
22:38 Delegation and Growth: Extracting Founders from Day-to-Day Operations
25:02 Aligning Business Decisions with Personal Goals
Punctuation is a small advisory practice working exclusively with small- to mid-sized independent marketing services firms. Founded by industry veteran David C. Baker, Punctuation helps firms with positioning, lead generation, benchmarking, valuation, and succession planning.
Jonathan heads up the M&A practice at Punctuation. He has worked on dozens of deals both inside and outside the industry and brings a unique perspective as a fellow owner who has gone through the process himself.
He graduated from Emory University’s Goizueta Business School in 2005. His career began working at a small boutique marketing strategy consultancy. There, he was able to do marketing strategy and positioning work for many well-known Fortune 500 CPG companies.
In 2011, he left to start a craft brewery, Monday Night Brewing where his focus was on marketing, sales, and taprooms. After helping his business partners grow to 180+ employees and numerous locations, Jonathan stepped away from the day-to-day to head up the M&A practice for Punctuation.
He loves cocktails, music, and hiking, and lives in Atlanta with his wife, two kids, and entitled rescue Australian Shepherd, Oscar Snugs.
Contact Jonathan:
Website: https://punctuation.com/
Personal LinkedIn: https://www.linkedin.com/in/jonathandavidbaker/
Company LinkedIn: https://www.linkedin.com/company/wearepunctuation/
Podcast: https://punctuation.com/insights/
Featuring: Taylor McMaster, DOT & Co.In episode 069, I had the pleasure of chatting with Taylor McMaster, the founder of Dot and Co. Taylor shares her inspiring journey from launching her own agency to revolutionizing it into a fractional account management service for other agencies. Her story is full of valuable insights and lessons for anyone in the industry.
Taylor dives into the importance of proactive communication and strategies for expanding client accounts. She sheds light on the often daunting task of hiring and training account managers, revealing the incredible advantages of outsourcing this crucial role. Her advice to agency owners? Hire individuals who complement your weaknesses rather than those who mirror your strengths.
But it's not all business! Taylor also shares her passion for golfing and how she recently integrated a fractional sales director into her company, adding a new layer of expertise to her team.
Join us for this exciting conversation with Taylor McMaster, filled with actionable tips, personal anecdotes, and a fresh perspective on agency growth and management.
Key Takeaways
• Proactive communication is crucial in account management to keep clients informed and satisfied.
• Outsourcing account management can help agency owners focus on other aspects of their business and achieve a better work-life balance.
• Hiring account managers who complement your weaknesses can lead to a more well-rounded team.
• Golfing can be a fulfilling hobby and a way to relax and recharge.
• Bringing in a fractional sales director can provide expertise and support in growing your business.
Chapters
00:00 Introduction and Background
02:49 Starting Dot and Co and the Genesis of the Fractional Model
08:31 Integrating Account Managers into Agency Culture
11:36 Stepping into Existing Systems and Optimizing Processes
22:26 Personal and Professional Insights
25:06 Rapid Fire Questions
27:39 Valuable Business Advice
Taylor McMaster is the founder of DOT & Company where she and her team help digital marketing agencies keep their clients happy—and keep agency owners focused on what they do best—with full-service client account management (CAM) services.
Taylor leads a team of Client Account Managers at DOT & Company, training the CAMs to work with different agencies. To date, they have helped dozens of digital marketing agencies free up their time to prioritize the money-makers in their businesses, while the DOT & Co. team ensures their client experience is smooth like butter.
She is also the host of The Happy Clients podcast, where she interviews top names in the industry, diving deep into what makes clients happy in the agency world.
Contact Taylor:
Press: www.dotandcompany.co/press
Email: taylor@dotandcompany.co
Website: www.dotandcompany.co
Podcast: www.dotandcompany.co/podcast
Facebook: https://www.facebook.com/dotandcompany
Linkedin: https://www.linkedin.com/in/taylormcmaster/
Instagram: https://www.instagram.com/dot_and_company/
YouTube: https://www.youtube.com/channel/UC9_2hri1R1uaNTGeZr0Oyxg/
X: https://X.com/CompanyDot
Featuring: Anne Green, G&S Business CommunicationsIn this episode, I had the pleasure of chatting with Anne Green, the CEO of GNS Business Communications. We met in an airport lounge and talk about the value of putting oneself “out there” to meet new people and discover new opportunities. Anne shares her journey to becoming CEO, revealing her unique leadership style rooted in compassion and empathy. We dive into the challenges of leadership and the importance of overcoming the 'us versus them' mentality.
Anne opens up about the value of curiosity, enthusiasm, and making meaningful connections in the agency world. We explore the significance of understanding one’s purpose and staying focused amidst rapid technological changes. Anne stresses the importance of agencies revisiting their culture, mission, and values to stay aligned and impactful.
Our conversation also highlights the need for trust-building, inclusivity, and open communication within organizations. Anne’s leadership style, characterized by vulnerability and openness, fosters an environment where team members feel comfortable speaking up. We wrap up by discussing the importance of self-compassion and finding joy in the dynamic world of agency life.
Join us for an engaging and insightful discussion with Anne Green, filled with practical advice and heartfelt reflections on leadership and agency dynamics.
Key Takeaways
• Transitioning to a CEO role requires learning leadership at scale and managing a collaborative matrix style.
• A leader's style should be warm, empathetic, and open, with a focus on being of service and making connections.
• Resisting the 'us versus them' mentality is crucial in both internal agency dynamics and agency-client relationships.
• Compassion and empathy are essential in understanding and supporting clients, as well as fostering a positive agency culture.
• Curiosity and enthusiasm are key traits for agency leaders, as they drive learning, collaboration, and problem-solving. Understanding purpose and staying focused is crucial in the face of technological advancements.
• Agencies should revisit their own culture, mission, and values to stay relevant.
• Trust-building, inclusivity, and open communication are essential for a strong and effective organization.
• Leadership should embrace vulnerability and openness to create an environment where people feel comfortable speaking up.
• Self-compassion and enjoying life are important for personal fulfillment in the agency industry.
Chapters
00:00 Introduction and Background
05:33 Transitioning and Learning Leadership at Scale
14:23 Resisting the 'Us Versus Them' Mentality
27:39 Building Trust and Fostering Inclusivity
36:54 Self-Compassion and Enjoying Life in the Agency Industry
Anne Green taps 30 years of experience in integrated marketing communications in her role as CEO and partner at G&S Business Communications. She is responsible for ensuring excellence across all areas of agency performance and operations, from client service to the agency’s integrated offerings to cultivating a vibrant and growth-oriented culture. Anne was previously President and CEO of CooperKatz & Company, Inc., an award-winning agency she helped to build for more than two decades before it was acquired by G&S in 2018. She began her career with Burson-Marsteller in New York City. In her alternative lives, she would be a singer or literature professor - but agency life ensures she's always creatively engaged.
Connect with Anne on the G&S Communications website or LinkedIn.
Featuring: Jenny Magic, Build Better ChangeIn episode 067, I had an enlightening conversation with Jenny Magic, founder and author of "Build Better Change." We delved into the tough but crucial challenges of implementing internal change within organizations and explored how agencies can play a pivotal role in fostering adoption. Jenny passionately emphasizes the significance of building long-term client relationships and partnering through the change and adoption journey.
Jenny sheds light on the necessity for agencies to identify potential roadblocks early and engage in difficult conversations upfront to ensure smooth implementation. She shares invaluable tips, such as validating project needs with multiple stakeholders, conducting confidential inquiry interviews to uncover hidden challenges, and prioritizing trust and rapport with clients. Jenny also underscores the importance of empathy, employee engagement, and psychological safety within organizations.
This episode is packed with practical advice and insights for agencies looking to drive successful change and make a lasting impact. Don’t miss out on Jenny’s expert strategies and thoughtful perspectives!
Key Takeaways
• Building long-term relationships with clients is crucial for agencies to ensure successful implementation of projects.
• Agencies should surface potential roadblocks and have difficult conversations early on in the process.
• Validating the need for a project with multiple stakeholders and obtaining senior-level buy-in is important for successful adoption.
• Conducting confidential inquiry interviews can help uncover potential challenges and build trust with clients.
• Empathy, employee engagement, and psychological safety are key factors in fostering adoption within organizations.
Chapters
00:00 Introduction and Background
07:08 The Impact on Agencies
12:11 Surfacing Roadblocks: Having Difficult Conversations
23:11 The Importance of Relationships and Change
27:04 Final Advice: This Too Shall Pass
When leaders want to win back employee willingness, accelerate innovation, and reduce change fatigue, they call Jenny Magic. As a nationally recognized speaker, author, and advisor, Jenny is the founder of Build Better Change and co-author of the organizational change bestseller, Change Fatigue: Flip Teams From Burnout to Buy-In (2023). She has successfully led extensive projects with renowned organizations throughout her career, including Sesame Workshop, AARP, Citrix, Prudential, Acxiom, Alcon, Purdue University, Experian, US Bank, Cisco, and many others. She loves using the marketing strategies she's honed over two decades to motivate teams to do their best work.
Contact Jenny on her website or LinkedIn and learn about her book here.
Featuring: Gabe Levine, Matchstick LegalIn this episode, I had the incredible opportunity to interview Gabe Levine from Matchstick Legal, a top-notch attorney specializing in representing creative businesses. Gabe brings a wealth of knowledge and expertise to the table, making this a must-listen episode for anyone in the creative industry.
We dive deep into some of the hottest topics facing agencies today. Ever worried about protecting your creative work from copycats? Gabe shares essential strategies and legal insights to safeguard your intellectual property. We also tackle the crucial task of reviewing and updating contracts to ensure they’re airtight and up-to-date with the latest legal standards.
Gabe unpacks the complexities of GDPR and privacy regulations, breaking down what they mean for your agency and how to stay compliant. He also emphasizes the importance of perspective and leverage in negotiations, providing practical tips to help you navigate these often challenging discussions.
Whether you're an agency owner, creative professional, or just interested in the legal side of the creative world, this episode is packed with valuable insights and actionable advice. Don't miss out on this engaging conversation with one of the leading legal minds in the industry!
Key Takeaways
• Having a relationship with an attorney as an agency owner is important for protecting creative work and navigating legal issues.
• Registering trademarks and copyrights can help protect creative work from copycats.
• Contracts should be reviewed and updated regularly to ensure they align with the agency's current practices and protect their interests.
• GDPR and privacy regulations are important considerations for agencies, and compliance can be complex.
• Having perspective and creating leverage are key in negotiations, but sometimes compromises need to be made to secure work.
Chapters
00:00 Introduction and Background
05:28 Protecting Creative Work from Copycats
11:38 Reviewing and Updating Contracts
Gabe is an attorney specializing in representing creative and technical businesses in commercial transactions. He's a shareholder in and president of Matchstick Legal, Inc. Gabe lives in Marin County, California with his wife Holly, daughter Kate and dog Scully. He's a very average gravel cyclist but enjoys it quite a bit.
Connect with Gabe on his website and LinkedIn
Featuring: James Martin, Made by JamesIn Episode 065, I have the exciting opportunity to speak with James Martin, also known as Made By James, a talented UK-based designer renowned for his dedication to design education and his candid presence on social media. I invited James because I deeply admire how he’s grown his following and how he communicates with his audience.
James shares his journey from a solopreneur to becoming a design partner at Lincoln Design, highlighting the evolution of his career and the importance of giving back to the design community. He openly discusses the range of emotions he experiences during the design process, including imposter syndrome, and provides valuable Adobe tips and tricks.
In our conversation, James talks about understanding your worth and pricing your services appropriately. He emphasizes the fear of saying no and its impact on self-worth, sharing his 13% rule for pricing to help increase confidence in charging higher rates. James also underscores the importance of setting the right prices and not undervaluing oneself.
Finally, James reflects on the significance of letting go to grow and the importance of celebrating achievements along the way. This episode is packed with insights for designers at any stage of their careers, offering practical advice and inspiration for building a successful and fulfilling design practice.
Key Takeaways
• Building a community and giving back through design education can lead to personal and professional growth.
• Consistency and authenticity in sharing your work and knowledge on social media can help establish your personal brand.
• Transitioning from a solopreneur to working with an agency can provide new opportunities and a larger team to collaborate with.
• Understanding your worth as a designer and pricing your services accordingly is crucial for sustainable business growth.
• Saying no to clients who don't align with your value and pricing can lead to better opportunities and a stronger business. Don't let fear and self-doubt dictate your pricing. Set the right prices based on your value and expertise.
• Use the 13% rule to increase your prices incrementally and build confidence in charging higher rates.
• Focus on proving your value to clients through case studies and demonstrating the impact of your work.
• Let go of certain tasks and responsibilities to allow for growth and scalability in your business.
• Take the time to celebrate your achievements and enjoy the journey rather than constantly chasing the next goal.
Chapters
00:00 Introduction and Background
02:06 Starting to Share Work on Social Media
05:00 Evolution as a Designer
06:45 Transition to Working with Lincoln Design
09:11 Giving Back and Building a Community
12:09 Transition from Solopreneur to Agency Partner
19:15 False Sense of Security on Social Media
21:22 Knowing Your Worth and Evolving as a Designer
23:15 Saying No to Clients to Say Yes to Yourself
23:47 The Fear of Saying No and Self-Worth
25:06 Setting the Right Prices
26:28 Proving Your Value to Clients
27:27 The 13% Rule for Pricing
29:22 The Evolution of the Partnership with Lincoln
30:28 Focusing on Helping Designers
33:29 Letting Go to Grow
James Martin, better known as Made By James, is transforming the design education landscape with his rebellious creativity and relentless determination. He has dedicated 20 years of his life to achieving creative excellence, being sought after by clients for the impact his work has on businesses and the meticulously crafted experiences he delivers.
He now has one purpose: to build the best designers on the planet.
Through his real-world experience, he understands that to land your 'dream client,' you first need to become a 'dream designer.' The status quo within the design education space is focused solely on external outcomes when the real focus should be on internal transformation. He knows if he can help designers become comfortable with the unpredictability of the real creative world, then the predictable stuff becomes even easier to manage.
His full focus is as an educator to brand designers, but he is also a best-selling author, public speaker, and creative partner at Lincoln Design Co., where the team works daily with the likes of Disney, Liquid Death, and Nike. He is dedicated to guiding the next generation of designers with action, honesty, and love, creating a future where designers and clients thrive together.
Connect with James on his website or Instagram.
Featuring: Justine ClayIn Episode 064, I had the pleasure of having an inspiring conversation with Justine Clay, a business coach and ADHD life coach for creative entrepreneurs. Justine shares her journey from working in the creative industry to launching her own coaching business, and how these experiences have shaped her current work. She delves into the unique challenges and strengths of individuals with ADHD and the importance of fostering a supportive and inclusive work environment. Justine discusses the need for leadership to understand and accommodate neurodivergent team members and examines the impact of remote work on those with ADHD. Throughout the conversation, Justine emphasizes creating spaces that foster connection and meaningful experiences, and the importance of being present and taking care of ourselves in our daily lives. She also shares valuable business advice on focusing on solutions rather than problems and keeping the client at the center of our thoughts and messaging.
Key Takeaways
• Understanding the unique challenges and strengths of individuals with ADHD is crucial for creating a supportive work environment.
• Leadership should strive to accommodate the needs of neurodivergent team members and provide them with the tools and resources they need to thrive.
• Remote work can be beneficial for individuals with ADHD, as it allows for greater flexibility and control over their work environment.
• Creating an open and inclusive culture where individuals feel comfortable communicating their needs is essential for fostering productivity and well-being.
Chapters
00:00 Introduction and Background
03:00 Becoming an Independent Creative Professional
06:00 Starting a Creative Management Agency
09:00 Transitioning to Coaching
13:00 Becoming an ADHD Coach
15:00 ADHD as a Superpower, or not
19:00 Supporting Neurodivergent Individuals
21:00 Coaching Leadership on Working with Neurodivergent Team Members
25:00 The Impact of Remote Work on ADHD
35:00 Personal Hobbies and Tools
38:02 Creating Spaces for Connection and Experience
39:12 Focus on Solutions, Not Problems
Justine Clay is a speaker, writer, business coach, and ADHD life coach for creative entrepreneurs and freelancers. Justine’s lifelong passion for supporting creatives started as a career in talent management, where she got to work with some of the best independent talent in New York City. Seeing a need in the market to empower freelance creatives with the business and marketing skills they needed to thrive, Justine launched her coaching business in 2010 and has not looked back since.
Using her actionable Profitable by Design framework, Justine helps creative entrepreneurs of all stripes and neurotypes identify and articulate their unique value and build a fulfilling, efficient, and profitable creative business.
Contact Justine on her website, download a Free guide: How to get more high -quality clients and get paid what you're worth, or find Justine on Instagram or LinkedIn.
Featuring: Selena Thiele, Office MercenaryIn this episode I have a great conversation with Selena Thiele, the founder of Office Mercenary, about why the key to winning is delegation. She discusses the concept of virtual assistants and the benefits they bring to businesses. She shares her own experience of feeling overwhelmed as a small business owner and how she started Office Mercenary to provide specialized support to entrepreneurs. Selena emphasizes the importance of finding the right virtual assistant and building long-term client relationships. She also highlights the challenges of delegating tasks and setting boundaries. Selena provides insights into the types of tasks Office Mercenary handles and the role of standard operating procedures (SOPs) in effective delegation. She concludes with valuable business advice, including the importance of letting go of perfectionism and striving for good enough.
Key Takeaways
• Virtual assistants can provide specialized support to overwhelmed small business owners.
• Building long-term client relationships is beneficial for both the client and the virtual assistant.
• Delegating tasks and setting boundaries are essential for effective collaboration with a virtual assistant.
• Standard operating procedures (SOPs) can streamline delegation and ensure consistent quality.
Chapters
00:00 Introduction and Background
01:02 The Concept of Office Mercenaries
02:23 The Impact of the Pandemic on the Virtual Assistant Industry
03:08 The Importance of Finding the Right Virtual Assistant
04:06 The Benefits of Long-Term Client Relationships
04:49 The Transformation After Delegating Tasks
06:16 The Types of Tasks Office Mercenary Handles
08:42 The Challenges of Delegating and Setting Boundaries
11:05 The Importance of Letting Go and Accepting 85% Quality
13:03 Low-Hanging Fruit for Delegation
15:44 The Definition of a Good Virtual Assistant
17:54 The Role of SOPs and Systems in Delegation
19:59 Misconceptions About Virtual Assistants
22:57 Rapid Fire Questions
25:35 Invaluable Business Advice
Selena Thiele, with her business partner Alyssa, combined their almost 30 years of experience in office administration to found Office Mercenary in 2019. She is an expert in virtual assistance, bookkeeping, business services, and helping business owners get out of their own way. She and the Office Mercenary team provide various services to businesses that help them conquer their day-to-day struggles and focus on the most important goals. Online Business Management services are also provided for those ready to take the next step in growth, organization, and kicking butt. Selena enjoys her pets, travel, video games, reading, and gardening in her spare time.
Contact Selena on her website, Instagram, Facebook, personal LinkedIn, company LinkedIn, or TikTok.
Featuring: Jared Gibson, Outworks.ioIn this episode, I had a great chat with Jared Gibson, co-founder of Outworks.io. Jared takes us through the journey of how Outworks.io came to be and how it shifted its focus to LinkedIn engagement for B2B professionals. We dive into the common struggles small business owners face in drumming up new leads. Originally, Outworks.io was all about email lead generation, but they soon found their sweet spot on LinkedIn. Jared shares why building trust through LinkedIn engagement is key and gives us some tips on what kind of content really clicks on the platform. He also shares some top-level strategy on how to leverage relationship building tactics on LinkedIn to convert comments into sales. Plus, he talks about the importance of having an abundance mindset, being your true authentic self, and the benefits of working with competitors. Don't miss out on Jared's valuable insights!
Key Takeaways
• Outworks started as an email lead generation service before pivoting to focus solely on LinkedIn engagement for B2B professionals.
• Building trust through engagement is key on LinkedIn, and it is important to take a networking approach rather than a sales approach.
• Posting valuable and authentic content on LinkedIn can help establish credibility and attract engagement.
• Optimizing LinkedIn profiles and engaging with other users' posts can help break through the noise and build relationships.
• Having an abundance mindset and collaborating with competitors can lead to new opportunities and growth.
Chapters
00:00 Origin of Outworks.io
01:00 Starting with Email Lead Generation
02:27 Pivoting to Focus on LinkedIn
03:42 Combining Email and LinkedIn Strategies
05:11 Posting Organic Content on LinkedIn
06:54 Engaging with the LinkedIn Algorithm
09:26 Types of Content that Work on LinkedIn
11:16 Bringing Authenticity to LinkedIn
13:56 Building Relationships and Trust on LinkedIn
17:07 Breaking Through the Noise on LinkedIn
18:24 Optimizing LinkedIn Profiles
20:18 Having an Abundance Mindset on LinkedIn
23:15 Personal Favorites and Tools
27:39 Invaluable Business Advice
Jared lives in Chicago (with his wife and two kids 5,7) where he is well-networked within the Chicago business community.
He co-founded a company called Outworks. They work with B2B CEOs, Entrepreneurs, and Sales & Marketing leaders who are looking to generate revenue through LinkedIn. He's a big believer in the power of networking on the platform to generate warm leads and has built a healthy engagement system that focuses on relationship-building over pushy sales tactics.
He's spent his career building and scaling businesses using these growth marketing and selling systems and decided to take that experience and provide the same value and support for other small to midsize businesses.
Connect with Jared on LinkedIn or on the Outworks.io website.
Featuring: Brooke Sellas, B Squared MediaIn this episode, I got to interview Brooke Sellas, CEO of B Squared Media, a boutique digital marketing agency. We discuss Brooke's journey of starting her agency, the importance of social care, and bridging the gap between marketing and sales. Brooke shares valuable insights and advice for agency owners from her book, “Conversations that Connect.” and insights on how they leverage social care for their clients. We also briefly touched on navigating the intricacies of working side-by-side with a spouse.
Key Takeaways
• Starting an agency requires taking risks and seizing opportunities.
• Social care is about acquiring and retaining customers through social media.
• Social engagement is crucial for building brand loyalty and trust.
• Bridging the gap between marketing and sales is essential for business success.
Chapters
00:00 Introduction and Background
03:00 Starting B Squared Media
06:00 Working with Spouse and Team Dynamics
09:00 Brooke's Role as CEO and Visionary
12:00 Defining Social Care
16:00 The Importance of Social Engagement
20:00 Bridging the Gap Between Marketing and Sales
28:00 New Hobbies, Tools, and Business Advice
Brooke Sellas is shaping the future of digital marketing, one conversation at a time. As a CEO, she's the visionary behind B Squared Media, a boutique digital marketing agency that's redefining 'social care' for industry giants like Brother International, Endless Pools, and BCU. With her groundbreaking 2022 book, "Conversations That Connect," she's charting a course for authentic digital interactions. Dive into her insights on the Marketing Agency Show podcast, or from one of two courses she teaches at the University of California, Irvine.
Contact Brooke and download B Squared Media’s 2023 Social Care Report here.
Featuring: Rahul Raj, 5&Vine – Living Your NicheIn this episode, I got to talk with Rahul Raj, founder of 5&Vine. They help challenger brands win. It’s in their DNA and their whole reason for showing up each day. Our conversation dug into the nuances of living in your niche, how to define the edge of that niche, and how they evaluate wavering outside of the laser focus of who they work with. Rahul spoke about the inherent risks of being too deeply niched what tier diversification means to them, and how they define it. We went on a side tangent about the lack of authenticity in personal communication, specifically on social media.
Takeaways
• Building a purpose-driven agency focused on helping challenger brands make a positive impact in the world
• The importance of authenticity, community, and engagement in brand building
• Challenges of staying true to a niche and the risks and opportunities presented by AI
• The responsibility of leveraging privilege to help others
Chapters
00:00 Introduction and Background
01:10 The Journey of Five and Vine
05:23 Building Brands that Better the World
06:18 Staying True to a Niche
09:27 The Importance of Authenticity and Learning from Mistakes
11:18 Diversification and Engaging the Team
14:51 The Role of AI in Branding
22:41 Navigating Risks and Opportunities
26:09 Final Thoughts and Rapid Fire Questions
I help Challenger Brands win.
I started 5&Vine to help build, launch and grow meaningful brands that disrupt categories and better society. To date, our impact has helped our partners close over $1.6B in follow on financing, and two have gone public.
My expertise in Challenger Brands was born from my time as CMO at ecobee, where I helped transform the brand from relative obscurity into the #2 thermostat brand in North America with a 30% share and developed a playbook on how Challengers could take down industry incumbents.
I know what a brand needs to take on Goliath. Prior to ecobee, I ran an incubator for Walmart in San Francisco. After seeing an opportunity to extract more value out of products that already existed, I built a refurbishing infrastructure that turned costly customer returns into a multi-billion dollar revenue stream. For these efforts, I was honored with Walmart's Innovation Champion Award, a fellowship with the Aspen Institute, and by GOOD magazine as 1 of 100 people pushing the world forward.
My commitment to bettering the world started when I was young. At the age of 17, I founded and developed Meal Exchange to build healthy, just and environmentally sustainable food systems across Canada. Our work has been recognized by TIME magazine as "revolutionary”.
Today, alongside my work at 5&Vine, I'm actively engaged in inspiring and empowering others to make their own positive impact. As well as being on the Design Team of the Aspen First Movers fellowship, I mentor entrepreneurs at First Round Capital, Tech Stars, the American Marketing Association, the University of Toronto’s Venture Mentoring Program, the Presidio Graduate School, and delivered a TEDx talk on the power of Challenger Thinking.
Contact Rahul at www.5andvine.com
Featuring: Aalap Shah, 1o8 AgencyIn this episode, I sat down with Aalap Shah from 1o8, a minority-owned digital agency. Aalap shares his journey to agency ownership, starting with his background in accounting and e-commerce. He discusses how he fell in love with marketing and eventually started his own social media agency. Aalap also talks about the recent acquisition of Heart Creative, which adds content production capabilities to 1o8. He emphasizes the importance of the pillars of values that his organization stands for, how culture and community are imperative in his agency, and the value of certifications like being a minority-owned business. Aalap also shares his passion for giving back and his love for running and nature.
Key Takeaways
• Agency ownership can happen by accident, as it did for Aalap Shah, who started his agency after realizing he wanted to work for himself
• Acquiring another business can help fill gaps in services and provide new opportunities for growth
• Building a strong culture and community within an agency is essential for success
• Certifications, such as being a minority-owned business, can open doors and lead to new business opportunities
• Giving back to the community and being involved in philanthropic efforts can be a valuable part of an agency's mission
• Finding a hobby or activity, like running, can provide personal fulfillment and balance in the midst of running a business
Chapters
00:00 Accidental Agency Ownership
05:35 The Meaning Behind 1o8
09:35 Building Pillars of Expertise
13:36 Driving Consumer-Based Traffic
22:33 The Power of Looker Studio for GA4
26:27 The Value of Niching Down
Aalap Shah is a Chicago-born entrepreneur, public speaker, philanthropist, and the founder of 1o8, a fresh digital marketing start-up focused on deepening brand awareness and increasing sales for amazon + e-commerce companies nationwide. Aalap and his team at 1o8 have worked with companies like Gildan, Sweet Leaf Tea, Vetnique Labs, OHi Superfood Bars and Tio Gazpacho—just to name a few.
Aalap happily shares his personal entrepreneurial story and his passion for crafting digital strategy, creating content, navigating the ever-evolving digital marketplace, and captaining the entrepreneurs’ life at events far and wide. As a registered CPA and the child of Indian immigrant-entrepreneurs, business is a key part of Aalap’s DNA and integral to his own personal American Dream. Aalap started his first business, a toy store, at the age of 23. Maneuvering the marketplace while building his business’ brand awareness sparked a love of marketing and promotion. Aalap worked in digital marketing for years thereafter, and is now the strategic brain behind 1o8, an amazon and ecomm focused growth agency in Chicago.
He has served as a keynote speaker, workshop moderator, and panelist at engagements with the National Business Education Association, Clickz, Social Media Week, Media Post, and Bloggers Week Summit and for companies such as Sears, Northwestern University, and DePaul University.
Contact Aalap on his website for 1o8 Agency, Heart Creative, or on LinkedIn.
Featuring: Mary Ann Pruitt, Mosaic AgencyIn this episode I got to sit with Mary Ann Pruitt, CEO and president of Mosaic Media, and discuss the need for specialized media buying expertise in the agency space. She explains how Mosaic Media helps agencies by providing media buying services without the high overhead costs. Mary Ann emphasizes the importance of collaboration and partnership between agencies and specialized service providers. She also discusses the evolution of media consumption and the impact of COVID-19 on media habits. Mary Ann recommends the book 'Miracle Morning' and advises listeners to trust their gut instincts in business.
Key Takeaways
• Specialized media buying expertise is crucial in the agency space to optimize return on investment.
• Collaboration and partnership between agencies and specialized service providers can lead to stronger client outcomes.
• The COVID-19 pandemic accelerated changes in media consumption habits, with older generations embracing online platforms and younger generations rediscovering traditional media.
• The book 'Miracle Morning' offers valuable insights on establishing morning routines for personal and professional growth.
• Trusting your gut instincts is important in business decision-making.
Chapters
00:00 Introduction and Background
07:01 The High Overhead Costs of Media
13:04 The Impact of Data and Micro-Targeting
27:24 Hobbies, Tools, and Business Advice
Mary Ann Pruitt is the CEO and President at Mosaic Media, a collection of media-buying experts and creative strategists who negotiate, purchase, and monitor advertising space and airtime. Mary Ann started her career in media by working as a senior sales executive for some of the nation’s largest media outlets. After discovering her talent and love for all things media strategy, she founded Mosaic as a way to provide niche expert experience to agencies and marketing departments across the country.
Her hard work and savvy strategy skills have led Mosaic to year-over-year growth, and have expanded her impact as an industry leader in all things traditional, digital, and everything in between. Reflecting this is a 2020 award from Cynopsis Media naming her as a Top Woman in Media.
Mary Ann has helped develop effective marketing strategies for agencies of all sizes, small businesses, service businesses, private educational institutions, and legal and professional services businesses along
with many others. She is passionate about passing on the experience that she has gained to eager professionals looking for actionable marketing tips.
Contact Mary Ann on her website.
Featuring: Emily Cohen & Hunter Vargas, Casa DavkaIn Episode 57, I had the privilege of sitting down with the dynamic duo behind Casa Davka – Emily Cohen and Hunter Vargas. This episode is jam-packed with valuable insights for agency owners looking to master their positioning, niching, and client relationships. We dive deep into strategic approaches for expanding expertise and fostering stronger client connections. From navigating business development to addressing harmful industry practices, we cover it all. We also explore the evolving landscape of remote work and its impact on team effectiveness, while emphasizing the importance of fair compensation and trust-building in remote agencies. Plus, we discuss the advantages of global talent, vertical niching strategies, achieving work-life balance, and fostering a culture of trust. As always, expect a no-nonsense conversation that cuts through the noise. Don't miss out on this episode!
Key Takeaways
• Clients are taking longer to close deals, so patience is key.
• Strategy is becoming increasingly important in the design industry.
• Ethical business practices, such as fair contracts and pricing, are crucial.
Work-life balance and setting boundaries are essential for personal and professional well-being.
• Capturing metrics is important to measure success and prove the value of design.
• Take action and don't wait for perfection.Chapters
Emily Cohen, Founder & Partner at Casa Davka, is a no-nonsense business consultant who has partnered with 500+ leading creative firms worldwide. At Casa Davka, Emily offers customized business solutions to creative businesses so they are able to: envision and plan for their future, position themselves to stay competitive, attract and qualify new business prospects and talent, refine, evolve, and elevate their organizational structure and reimagine existing processes to increase efficiency and effectiveness.
Emily is a frequently requested main stage speaker within the creative industry and has spoken at hundreds of international, national, and local conferences and events for organizations such as Creative Mornings, AIGA, Association of Registered Graphic Designers (RGD), and Creative South.
In 2018, she self-published her business book for creatives, Brutally Honest: No-bullshit business strategies to evolve your creative business. Brutally Honest has become a go-to business book for creative industry professionals worldwide and several universities use it as a teaching tool.
Emily is a designer by degree, an avid reader, a dog-lover, a trend-spotter, a connection-builder, and an industry advocate.
After working with multiple creative firms, Hunter officially joined Emily’s practice in Summer 2022 to grow our practice, elevate our offerings, and provide a fresh perspective to our clients. Her experience as a marketer, project manager, client partner, and business development manager paired with her on-the-ground insight and unique, younger perspective is a huge asset to our consulting practice. Hunter truly knows our industry inside and out.
She also happens to be Emily’s daughter and can read her mind so they work together seamlessly, complementing each other in many ways.
Contact Casa Davka on their website, or Emily or Hunter’s LinkedIn pages.
Featuring: Wayne Pelletier, Resonant Pixel CompanyIn this episode, Wayne Pelletier, founder of Resonant Pixel Co, discusses the process of productizing agency services and the benefits it brings. He shares his journey from being a marketing assistant to launching his own agency and explains why he chose to focus on Squarespace as the platform for his services. Wayne emphasizes the importance of niching down and serving a specific audience, as well as the mindset shift required to transition from a project-based model to a subscription-based model. He also highlights the challenges and rewards of productization and the potential for scalability and growth.
Key Takeaways
• Productizing agency services involves niching down and focusing on a specific audience or platform.
• A subscription-based model can provide more predictable revenue and eliminate the feast and famine cycle of project-based work.
• Choosing the right platform, such as Squarespace, can offer stability, scalability, and the ability to hire predictably for talent.
• Productization requires a mindset shift from being a designer to being a business owner, focusing on access to expertise and lifetime value.
Chapters
00:00 Introduction and Pronunciation
08:10 Transitioning to a Subscription-Based Model
12:54 The Benefits of Productization and Lifetime Value
23:04 Serving Small Businesses and Providing Relief
Wayne came up working at world-renowned digital agencies as a designer, art director, and creative director. He has helped some of the world's best brands with award-winning strategic design and customer experiences. After 24 years of agency life, he founded Resonant Pixel Company in 2020 and is helping small businesses go beyond brochure-ware websites. And he's doing it with a productized subscription business model.
Contact Wayne on his website or on LinkedIn.
Featuring: Jacob Cass, Founder of JUST CreativeIn this episode, I had the pleasure of chatting with Jacob Cass from JUST Creative about his remarkable journey from digital nomad and designer to his current roles as an agency owner, educator, and blogger. We delve into how Jacob manages to juggle multiple ventures while maintaining focus and standing out in the industry. His pursuit of creative freedom drives him to embrace new technologies and innovative ideas, such as the AI bots he's developed to support branding efforts for agencies. We also explore topics like affiliate marketing, value-based pricing, marketplace positioning, and more. Tune in for the full conversation and gain insights from Jacob's wealth of experience!
Key Takeaways
• Embrace AI in design and see how it can improve your process and productivity.
• Diversify your revenue streams to create a more stable and sustainable business.
• Consider value-based pricing to reflect the value you bring to clients rather than charging by the hour.
• Reflect, recalibrate, and refocus regularly to adapt to changes in the market and set new goals.
• Try new tools and don't be afraid to experiment and find what works best for you.
Chapters
00:00 Introduction and Background
08:24 The Role of Design in Jacob's Business
23:55 Experimenting with Tools and Embracing Change
Jacob Cass is a brand designer, strategist, educator, podcaster, business coach, community builder, and the founder of JUST Creative, a branding & design consultancy that doubles as an industry-leading blog and community.
Jacob helps grow brands strategically and has worked for clients such as Disney, Nintendo, and Jerry Seinfeld however he is now focused on bringing this global brand experience to smaller businesses.
For Jacob, design is a lifelong journey of continuously honing his craft, as well as empowering other fellow designers & entrepreneurs to build on theirs, which has allowed him to build a large and loyal following, including his JUST Creative website which has been viewed over 70 million times.
Jacob has spoken at TEDx and been featured in Entrepreneur, Forbes, and a number of high-profile design books including The Best of Logo Lounge Master Series.
Jacob holds a Bachelor of Visual Communication (Graphic Design Major) from The University of Newcastle, Sydney, Australia, and a Brand Master Certification from Brand Master Academy, and over 17 years of experience in the industry with multiple awards on his belt.
Jacob co-hosts the JUST Branding Podcast which helps designers & entrepreneurs grow brands.
He also coaches creatives in his Inner Triangle Coaching Program, either 1:1 or in a group mastermind setting. Yahoo! recently declared him as the “Best Brand Coach”.
Jacob also runs the membership community Exponential Creatives which helps creatives grow exponentially.
Jacob is a digital nomad and travels the world now isolated in Sydney with his family of four while running JUST Creative.
He has visited 88 countries thus far with travel guides most of them available at his travel blog, JUST Globetrotting.
Contact Justin on his website, listen to his podcast, download his newsletter.
Featuring: Mark Riggs, CEO of PembertonIn this episode, I got to sit with Mark Riggs from Pemberton, a consultant and coach for agencies. He shares his insights on shifting from the RFP rat race to building organic growth of existing and new clients. He emphasizes the importance of solving client problems and being proactive in account growth. Mark discusses the need to set expectations with clients from the beginning and continuously communicate and collaborate with them. He also highlights the value of focusing on organic growth and investing the same energy and innovation into existing clients as in winning new business. Mark advises agency owners to start out with defined principles and have patience in their journey. Tune in to hear his top secrets on nailing organic account growth.
Key Takeaways
• Focus on solving client problems and being proactive in account growth.
• Set expectations with clients from the beginning and continuously communicate and collaborate with them.
• Invest the same energy and innovation into existing clients as in winning new business.
• Start out with defined principles and have patience in your agency journey.
Chapters
00:00 Introduction and Background
01:04 Shift in Biz Dev and Account Growth
09:36 Setting Expectations and Scoping
14:21 Operational Scoping and Profitability
23:08 Lessons from Marketing During Downturns
25:49 Invaluable Business Advice
Mark is the founder and CEO of Pemberton which is a management consultancy that exists to be the go-to resource for marketing/communications agencies to discover and reveal pathways to organic growth while changing the mindset of an RFP-obsessed industry.
Before starting Pemberton, Mark spent 20-plus years in the agency world working for IPG’s Mullen Lowe, an Ad Age A-List Agency, Taylor, the Holmes Report’s Consumer Agency of the Decade, MWWPR and French/West/Vaughan, the Southeast’s largest independent agency.
Mark has spent a career learning the art of integrated communication developing and executing award-winning consumer programs for brands and companies like Allstate, Honda, Ford, Kimberly-Clark, Polaris, Coke, Diageo, RJ Reynolds, SunTrust Banks, the U.S. Navy, the Atlantic Coast Conference and ESPN, to name a few.
Mark has a reputation as a business-builder and a strategic counselor and has experience in leading client services, insights and planning functions, as well as developing talent. A creative thinker and problem-solver, Mark believes that great thinking can “come from anywhere,” it’s the ability to harness it and leverage it for clients that makes the intellectual property of the agency valuable and an integral part of the marketing mix.
Contact Mark on his website, his personal LinkedIn, or his company LinkedIn.
Featuring: Nicholas Petroski, Promethean ResearchIn this episode, I got to speak to Nick Pretroski from Promethean Research and we dig into the topic of recurring revenue generation for agencies. Nick breaks down some Revgen strategies and talks about how essential it is to build a machine (AKA a system that works for YOU) that companies can use to repeatedly generate new leads, converting them into sales, bringing them through delightful delivery processes, and turning them into evangelists. We talk about the four key areas of Revgen and the owners’ role in these areas, and ways to shift some of those responsibilities off of the owner's plate to expand the efforts of the team. Nick also lays out some of the key metrics to keep your eye on to measure the results of your RevGen efforts.
Key Takeaways
• Having a system in place for repeatable revenue generation (RevGen) is crucial for digital agencies to grow reliably and with higher margins.
• Transitioning from a practitioner role to a business development leadership role is essential for agency owners to focus on strategic growth.
• The RevGen system consists of four roles: biz dev, sales, account management, and marketing, each responsible for specific stages of the client lifecycle.
• Avoiding bloated spending and tracking key metrics are important for the success of the RevGen system.
• Being methodical in building a RevGen system can help alleviate stress and make running a business easier.
Chapters
00:00 Introduction and Background
03:44 Understanding Repeatable RevGen
09:14 Transitioning from Practitioner to Biz Dev Leadership
13:49 The Four Roles in the RevGen System
16:18 Implementing the RevGen System
20:16 Key Metrics for RevGen Success
24:16 Hobbies and New Tools
26:01 Valuable Business Advice
I’m Nick. I run Promethean. A boutique consultancy that helps digital agencies grow more reliably with higher margins and simpler operations.
Since 2015, I’ve been helping digital firms better understand their industry and chart more effective paths to success.
Prior to co-founding Promethean, I worked as an equity analyst at a Wall St. firm where I covered the enterprise software and semiconductor industries. Before that, I spent a bit of time in corporate finance.
When I’m not in the office, you can find me backpacking around the Midwest or making fancy firewood in my woodshop.
Contact Nick on his website, on LinkedIn, or learn about repeatable RevGen for Digital Agencies here.
Featuring: Tracy Goodheart, The PR AcceleratorIn this episode, I got to talk to Tracy Goodheart from The PR Accelerator about her journey from being a journalist to helping individuals and brands attract sustained media attention without a publicist. She discusses the evolution of social media and its impact on journalism, emphasizing the importance of earned media over social media for brand credibility. Tracy also highlights the value of creating a messaging system and leveraging ghostwriting to elevate thought leadership within agencies. She advises agency owners to seek external validation and shares her insights on standout strategies in the marketplace.
Key Takeaways
• Earned media is more valuable than social media for brand credibility.
• Creating a messaging system can help streamline communication and ensure consistency.
• Ghostwriting can elevate thought leadership within agencies and humanize senior leadership.
• Seeking external validation can boost self-confidence and protect against workplace bullying.
Chapters
00:00 Introduction and Background
03:16 The Evolution of Social Media and Journalism
06:46 Leveraging Social Media and Earned Media
09:21 Creating a Messaging System
10:59 Ghostwriting and Thought Leadership
13:30 The Impact of Ghostwriting on Agency Culture
20:36 Random Rapid-Fire Questions
24:06 Invaluable Business Advice
Tracy Samantha Goodheart is the founder of The PR Accelerator, a different kind of PR company. Simply put, she helps individuals and brands nail their messaging and attract positive, sustained media attention without a publicist. She also teaches marketing globally for the University of Chicago and has advised more than 75 brands on their marketing and communications.
A journalist by training, Tracy has 15 years of media experience working in every type of newsroom. She began her career as a reporter at TIME Magazine, where she covered the rise of Facebook and developed new methods for reporting breaking news. She also created a blog network for the Chicago Tribune, led global social media strategy for Crain Communications – the publisher of titles like Ad Age, InvestmentNews, and Modern Healthcare – and has trained hundreds of working journalists how to find original story ideas. Tracy has also been a frequent TV commentator and taught graduate journalism school.
A Chicago native, she now lives in the Upper Peninsula of Michigan, where she and her husband are renovating a historic general store and starting a lavender farm.
Contact Tracy through her website or on LinkedIn.
Featuring: Debra Rizzi, Rizco DesignIn episode 051, I had the great privilege of speaking with my long-time friend, Debra Rizzi, partner and president of Rizco, a women-owned brand-led marketing agency. We got to discuss the launch and evolution of her agency nearly 25 years ago, the benefits of becoming a certified woman-owned business, and the integration of new tools and processes like EOS. She emphasizes the importance of community involvement and maintaining core values and culture in her agency. She also talks about her day-to-day responsibilities and offers business advice, including the significance of gratitude and self-acknowledgment.
Key Takeaways
• Launching a business can arise from unexpected circumstances and opportunities.
• Becoming a certified woman-owned business can open doors and provide access to funding and resources.
• Integrating new tools and processes can enhance efficiency and effectiveness.
• Community involvement and maintaining core values and culture are essential for long-term success.
• Expressing gratitude and acknowledging personal achievements are important for personal and professional growth.
Chapters
00:00 Introduction and Background
01:08 The Launch of Rizco
05:47 Certification as a Women-Owned Business
07:04 Benefits of Women-Owned Business Certification
09:34 Integration of New Tools and Processes
10:17 Business Development Opportunities
12:40 Involvement in the Community
20:53 Day-to-Day Responsibilities
25:23 Binging and New Tools
27:15 Business Advice
29:36 Gratitude and Self-Acknowledgment
29:59 Closing Remarks
Debra Rizzi has over 25 years of experience in developing brand strategies for local, national, and international companies. She is a partner and president of Rizco, a woman-owned, brand-led marketing agency, which she co-founded in 2000.
Upon graduating from Bucknell University, Debra worked in the finance department of corporate Lord & Taylor. Later, she managed the creative department of the global public relations firm, Porter Novelli.
Debra is a past NJ Biz “40 Under 40” recipient and 2020 NJBIZ’s “50 Best Women in Business” Award. She is a member of many business organizations, currently serves on Wall High School’s Business and Finance Academy’s Advisory Board, and served 8 years on Bucknell University’s Alumni Association Board of Directors.
On a personal level, Debra’s partner in life and in business is her husband, Keith, and together they balance the lives of their three daughters, Mia, Marley, and Monroe.
Contact Debra through her agency website, Facebook, Instagram, or on Linkedin.
Featuring: Ilise Benun, Marketing MentorWith the launch of Season Two of Agency Bytes, I'm thrilled to introduce an extraordinary guest for this momentous occasion – Ilise Benun from Marketing Mentor. Ilise is not only a longtime friend but also someone I've admired for decades. In this episode, I had the privilege of delving into Ilise's invaluable insights on her "Simplest Marketing Plan" and how she guides creative professionals to success by helping them focus and identify their market. We discuss the importance of cultivating a deep, focused niche and Ilise lays out actionable steps to achieve this.
Ilise believes that building your business should be enjoyable and shares her observations on why many agency owners struggle with their marketing efforts due to being too close to their businesses. We dissect the difference between horizontal and vertical niches, exploring how the latter can significantly boost marketing endeavors. Ilise also emphasizes the significance of sub-niches and provides guidance on expanding into new niches.
Furthermore, Ilise outlines her comprehensive program focusing on marketing, money, and mindset, identifying these as key areas of weakness for most creatives. We also challenge the notion that referrals are always beneficial and discuss strategies to overcome complacency in business development.
Tune in to uncover some of the invaluable secrets Ilise has accumulated over her more than 30 years as a creative business coach. This episode is packed with actionable insights and wisdom you won't want to miss!
For the past 35 years, Ilise Benun has made it her business to teach basic business skills – that is mindset, money, and marketing – to creative professionals and solopreneurs who should have learned them in school but, alas, did not because it’s not taught in school. This has, for years, perpetuated a “starving artist” mentality amongst creative professionals, who are naturally talented and could easily bring their creativity to the business side of their business, if only they knew how. That’s the mission she’s on with all of her work through marketing-mentor.com, including The Simplest Marketing Plan, The Marketing Mentor Podcast, 7 books including The Creative Professional’s Guide to Money, multiple online courses for Creative Live and Domestika.org and much more.
Contact Ilise:
https://bit.ly/agencyoutsight-qt
https://www.marketing-mentor.com/
https://quicktips.marketing-mentor.com/
https://www.linkedin.com/in/iliseben
Featuring: Robert Patin, Creative Agency SuccessIn this episode, I had the privilege of speaking with Robert Patin, an agency expert and coach from Creative Agency Success. Robert's expertise centers on benchmarks and the comprehensive analysis of agency performance, emphasizing measurable metrics. Together, we explore key metrics that every agency should be monitoring. We delve into the absence of essential systems that many "accidental" agency owners overlook at different stages of their business evolution.
Robert guides us through activities that can optimize agency operations, aiding in the focus on ideal clients and the reasons behind those choices. During our discussion on agency differentiation, Robert candidly points out that most agencies tend to sound alike, offering valuable insights on how to authentically stand out in a crowded market.
Robert Patin is the founder of Creative Agency Success, a consulting firm dedicated to helping creative agencies scale. Robert is known for being a deeply inquisitive and analytical leader with a distinct ability to devise solutions that elevate companies and lifestyles. He is a two-time international best-selling author and is passionate about sharing his next-level strategies so that creative agency leaders will find fulfillment and growth.
Contact Robert and download agency freebies here.
Featuring: Kelly Berry, Brand TherapistIn Episode 48, I engaged in an enlightening conversation with Kelly Berrk, a passionate advocate for brand strategy and yoga. We explored Kelly's journey of resetting after experiencing burnout, and the profound impact it had on her creative inspiration following a much-needed period of refocus. Kelly delved into the concept of brand therapy, an integral part of her brand strategy process, influenced by her commitment to self-care and life balance. She shared insights on how these practices serve as tools to connect the dots, helping brands articulate their messages and define their "why" and purpose.
Throughout the episode, Kelly emphasized the importance of exploration and connection with others to identify the common thread that ties together brands and relationships. She encouraged listeners to reflect on how they are fostering connections, practicing empathy, and building bridges to create meaningful openings in both professional and personal spheres.
Kelly is an entrepreneur, writer, and teacher who is interested in the study of consciousness and introspection. She is a brand strategist working with agencies and brands operating in the health, wellness, and lifestyle markets. Her background leading marketing and communications teams at public relations agencies, tech startups, and lifestyle brands in combination with her functional movement expertise through the disciplines of yoga, Pilates, and bodywork – fun fact she was the lead curator of the yoga program at the U.S. Department of State and teacher to athletes including the Washington Mystics – informs the way in which she approaches developing brand stories and verbal brand identities for her clients.
Contact Kelly on her website or Instagram.
Featuring: Dan Antonelli, KickCharge CreativeIn this episode, I got to speak with Dan Antonelli, President and Chief Creative Officer of KickCharge Creative. Dan’s agency is by far one of the most deeply niched teams I know of, literally owning the home service branding space and having written the book on it. Dan and I dug into the difference his agency saw once they declared ownership over that space, stopped chasing service-based work that they didn’t find profitable, and rebranded themselves to drink their own cool-aid. Dan experienced a near-death event a few years ago and he spoke about how that was a driving force for him to realign some of his priorities and team structure so they can have more impact and help more people. He also shared how that led to selling some equity in the agency by bringing on a partner this summer and the benefits that will have for KickCharge. Lastly, Dan’s team faces regular copyright infringement, mostly from freelancers stealing their designs and using them as their own. Dan shares how they deal with that, as well as what not to do in instances like that.
Dan Antonelli is the President and Chief Creative Officer of KickCharge Creative, an award-winning New Jersey-based branding agency that specializes in helping home service businesses redefine themselves and stand out with disruptive brands. Dan is a nationally recognized speaker and expert on home service branding, with several books on branding to his credit, including Building a Big Small Business Brand and his new Amazon best-selling book, Branded Not Branded: KickCharge Your Home Service Brand. During more than 25 years running his own agency, Dan’s marketing expertise has been featured on MSNBC and in industry magazines including Entrepreneur, SignCraft, HVACR Business, Plumbing & Mechanical, and Contracting Business, among many others. His signature wrap style that integrates disruptive branding has served as a model for superior home service fleet branding throughout the world. With more than 2,000 home service brands under his belt, Dan and his team have overseen the branding of more home service businesses than any other brand agency in the world.
Contact Dan on his website, LinkedIn, and Instagram, or grab a copy of his book.
Featuring: Alyson Caffrey, Operations AgencyIn this episode, I got to speak with Alyson Caffrey of Operations Agency about how she works with agencies to operationalize their business, allowing owners to live a life outside of their agency. She introduced her new book, The Sabbatical Method: How to Leverage Rest and Grow Your Business in our conversation and talks about the need for rest, repair, and rejuvenation after working hard and breaking things. Tune in to learn why she’s often referred to as “The Wolf” by her clients.
Alyson Caffrey is the founder of Operations Agency, co-creator of the Operations Simplified™ Framework, and best-selling author of The Sabbatical Method: How to Leverage Rest and Grow Your Business. She's commonly called ‘The Wolf' among her clients because she just gets sh*t done. Alyson is best known for helping streamline the back-end ops for many brands and digital and creative agencies.
As a fractional COO for many high-growth businesses, Alyson fell in love with the results that clear ops bring to a service business. She and the team at Operations Agency are determined to help businesses thrive profitably, serve more clients, and create high-performing teams. Alyson is a mom to two sons and enjoys spending time at home with her growing family.
Contact Alyson on Instagram, Facebook, and YouTube, her website, LinkedIn, or her personal Instagram.
Featuring: Leslie Camacho, EOS WorldwideIn this episode, Leslie Compacho introduces us to EOS (Entrepreneurial Operating System). As an EOS implementer working with agencies, Leslie shares the benefits of implementing such a system. Leslie shares how EOS, or a system like it, can get an agency ready for scaling by helping build a leadership team that is all rowing in the same direction, towards the same vision while giving visibility to properly prioritized goals, and how to lead meetings that have true substance and encourage difficult decisions where teams are supporting each others challenges.
Leslie is a Professional EOS Implementer® with 25+ years leading entrepreneurial companies as an owner, CEO, COO/Integrator, and coach. He helps teams implement a simple set of tools and principles to get them in charge and control of their business so they can have a big impact and build a legacy that honors their values — without sacrificing themselves, their team, and especially their families.
Contact Leslie on Linkedin or his website.
Featuring: Ilia Markov, TogglIn this episode, I had the pleasure of conversing with Ilia Markov, the head of the marketing team at Toggl, a widely-used time-tracking tool. Together, we explore the dynamic realm of time-tracking and challenge the notion that it's a dull subject. Brace yourself for a deep dive into the advantages of meticulous time tracking, emphasizing its significance as a top-down, culturally-driven initiative within a team. Drawing from his agency background, Ilia shares valuable insights into optimal practices for agency time tracking, shedding light on how they foster more efficient teams, heightened capacity awareness, robust utilization support, and enhanced forecasting accuracy. Tune in for a fresh perspective on the excitement inherent in mastering the art of time tracking.
Ilia is leading the Toggl marketing team on a mission to help knowledge-based service businesses bring transparency to their time, bill clients with precision, and plan capacity and utilization free of stress and burnout. He believes agencies, consultancies, and everyone who sells their time only stand to benefit from understanding how their time is spent.
Contact Ilia on Twitter, LinkedIn, or grab a discount on Toggl – use code “BRIEFS” for 20% off any annual plan for new clients, good through Feb. 11, 2024
Featuring: Liz Young, StudioLabsIn this episode, I had the pleasure of conversing with Liz Young, the founder of StudioLabs, a 20-year-old custom software development agency with 45 dedicated team members. Liz's journey began in a unique way when, at the age of 25, she launched her agency on the spot in her first client's lobby. At that time, she was among the few women in the industry. In this episode, she shares the intriguing story of StudioLabs' inception and how she now leads the agency.
Liz delves into the day-to-day operations of the agency, highlighting the systems that keep everything running smoothly. She emphasizes the agency's deliberate efforts to cultivate strong leaders and maintain a vibrant company culture. Tune in to gain insights into how Liz has transformed StudioLabs from a trusted resource for other agencies into a powerhouse that develops software solutions for some of the world's most prominent brands.
After graduating from the University of Hartford as a two-sport D1 athlete, majoring in graphic design and minoring in illustration, Liz started her career in New York City with work ranging from digital design to illustration and storyboarding. Along the way, she learned frontend web development technologies and began building the things she designed. Liz’s passion for technology grew and began to change the way she approached creative conception and execution.
From 2000 until 2003, Liz was fortunate enough to have been part of an incredibly talented, visionary team of creative and engineering professionals who hopped from the agency world, to the publishing world, and back to the agency world again, creating award-winning digital products for Fortune 500 companies and some of the world’s most recognizable brands. It was as part of this team that Liz had the opportunity to help design and build the world’s first-ever live webcast of an international sporting event - the 2000 Paralympic Games in Sydney, Australia.
In 2003, at the age of 25, Liz founded StudioLabs, a product design and development studio that focuses on creative technology. Through her work at StudioLabs, she has helped create software applications, mobile applications, websites, games, and other digital products for clients such as Estee Lauder and ESPN, and she’s partnered with some of the world’s most talented creative teams at agencies like Ogilvy & Mather and RG/A.
Liz’s current responsibilities as CEO and Creative Director have her tasked with leading both creative strategy and business operations. She works hand-in-hand with the StudioLabs internal team and the client-side stakeholders, ensuring that the team is delivering well-designed, smart, engaging digital products that resonate with the end user.
Liz is also a co-founder, board member, and investor in multiple other companies and startups, predominantly in the SaaS (Software as a Service) industry.
Contact Liz.
Featuring: Claire Hutchings, Chime AgencyIn this episode, I had the pleasure of conversing with Claire Hutchings from Chime Agency in the UK, renowned as the marketing agency for agencies. Claire and her team have developed a remarkable agency benchmark, showcasing how an agency can effectively create content for thought leadership and pipeline development. At the time of this recording, Chime had witnessed an astounding 100X increase in revenue in its pipeline. Furthermore, they secured speaking engagements and other opportunities, all stemming from this thought leadership initiative. Claire delves into the investment her agency made in this project and reveals the remarkable return on investment (ROI) it yielded. Spoiler alert: It's a no-brainer!
Claire is on a mission to solve the challenge all agencies face – their own marketing. She has 15 years of experience spanning boutique independents like We Are Collider, HLabs, Climbing Trees, and Quickfire Digital to global networked agencies Publicis Groupe, Hotwire, and Fleishman Hillard.
She has a passion for content, bridging strategy and delivery seamlessly bringing her extensive agency knowledge to all of Chime Agency’s clients.
Claire won Best New Business at the 2022 Women’s Business Awards and was Commended at the Global Women in Marketing Awards 2022.
Contact Claire on Linkedin, the Chime Agency website, the Chime Agency LinkedIn page, or grab your copy of the Agency Marketing Report.
Featuring: Danielle Fauteaux, Momentum MarketingIn this engaging episode, I'm joined by fellow agency coach Danielle Fauteaux for an insightful conversation about the world of agencies. We dive deep into the importance of niche specialization and how it can transform agency dynamics. Danielle shares valuable insights on how agencies can harness their niches to establish a stronger position, and effectively direct their marketing efforts within that space. We explore how this strategic niche focus can steer agencies away from the common "new business plateau" and optimize their overall operations.
Danielle also reveals her approach to helping agencies not only grow but also cultivate resilience and stability. Much like my philosophy, she empowers agency owners to define their unique vision of success and lets that vision guide their strategic efforts. Tune in for a rich discussion on agency dynamics and how to chart a course for lasting success.
Danielle is passionate about helping creatives recognize their value and place in this world; passionate about helping leaders regain control over their responsibilities; passionate about encouraging others to live more meaningful lives; and passionate about doing more with less.
While serving in support, client-facing, and leadership roles at multiple agencies, Danielle realized nobody really knows what they are doing; everyone’s just doing the best that they know how.
From there, she became determined to participate in the iterative building and optimization of various agencies to “level up” the entire ecosystems they likewise service through their own books of business.
A fellow agency coach, Danielle guides agencies through the Momentum Framework to achieve their revenue and profit goals while falling back in love with the mission they originally set out with.
Contact Danielle and listen to her podcast on her website.
Featuring: Ben Guttmann, AuthorIn this episode, I had a fascinating conversation with Ben Guttmann, the author of "Simply Put: Why Clear Messages Win – and How to Design Them." We delved into Ben's journey of founding, managing, and eventually selling his agency, Digital Natives. He discussed the strategic steps they took during the agency's exit, including segmenting sales with different partners to ensure every employee found a new job and every client had a smooth transition. Ben also shared valuable insights into the reasons and goals behind exiting and acquisitions, offering guidance for those considering a similar path.
Additionally, we explored Ben's role as a professor at Baruch College, discovering why it's more than just a paycheck for him – it's a fulfilling passion. He discussed his aspiration to become an author and what drove him to write his book. Furthermore, Ben emphasized how his agency experience equipped him with the necessary tools for a successful writing endeavor. Tune in for the full story and gain valuable insights from our conversation.
Ben Guttmann is a marketing and communications expert and author of Simply Put: Why Clear Messages Win — and How to Design Them. He’s an experienced marketing executive and educator on a mission to get leaders to more effectively connect by simplifying their message. Ben is a former co-founder and managing partner at Digital Natives Group, an award-winning agency that worked with the NFL, I Love NY, Comcast NBCUniversal, Hachette Book Group, The Nature Conservancy, and other major clients. Ben teaches digital marketing at Baruch College in New York City and consults with a range of thought leaders, venture-backed startups, and other brands.
Contact Ben on LinkedIn or grab his book or sample chapter.
Featuring: Steve Jeffreys - Make Your ShiftIn this episode I got to speak to Steve Jeffreys from Your Shift from across the pond. We dug into how his big agency experience led to his big shift and why he made the life changing shift of focus into helping develop people into breakthrough leaders. He outlines some of the aspects that define a true breakthrough leader - in and out of the agency space. Steve believes that everyone on the team has the ability to be a creative force for good and how that can help a recruitment team can lean into raw talent of candidates. He believes there’s no better way to build the leaders of tomorrow than by asking them to “give things a think” and encourage them to be curious so they can learn to be brave.
Steve Jeffreys spent 18 years in marketing agencies leading client relationships across Financial Services, Telecoms, Retail, and Not-for-profit. Through this, he found that his passion lay with connecting with and developing people - something he now does full time in his work helping people in their first step up into leadership - in the marketing industry and beyond.
Contact Steve on his website or LinkedIn.
Featuring: Traci Schubert Barrett, Navigate the JourneyIn this episode, Traci and I talk a lot about what drives people to make life-changing shifts in their lives, whether being personal or professional. And how people can look at their lives to see if they’re living them with intention and significance. Traci shares about the ups and downs of being part of the launch of a billion-dollar media empire and what her driving force to suddenly leave that life to live one of more significance is. We talked about how success is different for everyone and how Traci’s program and book help people find better paths forward than being driven by success.
Traci Schubert Barrett is an author, speaker, business owner, and podcast host. She is the President and founder of Navigate the Journey, a business consulting firm that comes alongside entrepreneurial companies helping them scale their businesses and build healthy teams and leaders. She was also one of the founders of the national cable television network HGTV. She enjoyed the amazing ride of taking a fledgling idea and turning it into a billion-dollar media empire. She spent over 20 years in the television industry before taking the leap of faith to create a new path. She writes about that journey in her new book, What If There’s More? Finding Significance Beyond Success.
Contact Traci on their websites, tracischubertbarrett.com, and navigatethejourney.com.
Featuring: Owen Williams, Founder, Managing Partner of Outside LinesIn this episode, I got to speak with Owen Williams from Outside Lines, a creative industry talent strategy and recruitment company. We spent time talking about how Outside Lines helps transform agencies with their experience in building solid and nimble teams. Owen shares how important it is to focus on roles that develop skills in rising stars and how lessons can be learned from all experiences, no matter how good or bad they seem to be. He breaks down how vital it is to approach recruitment from a strategy standpoint, to dig under the hood of the shop, and to get a deeper understanding of the day-to-day and long-term goals and how recruitment can help accomplish them. We also dug into the need for more diverse leadership in the industry and how we’re already seeing a shift in the lower third of the teams being developed now.
Owen has led global organizations in attracting, hiring, and retaining talent. He has restructured and opened new offices in the United States, EMEA, LATAM and APAC regions, and has built recruiting departments from the ground up.
His career has been driven by his passion for cultivating great teams who go on to make things that affect and change the modern culture. Before founding Outside Lines, Owen had the privilege of working for some of the world’s best creative agencies, including TBWA\Media Arts Lab, Mother, and 72andSunny.
It was in those leading organizations that he honed his craft for identifying unique, divergent talent, in and out of the advertising industry, shaping teams that would go on to create world-class work.
When not working, you can find him spending time with family and friends, introducing his son to art and design, golfing (whenever possible…), and eating his way through cities across the globe.
Contact Own on his website or on Instagram.
Featuring: Matt Wolach, Ringbot.ioIn this episode, I got to speak to Matt Wolach from Ringbot. We dug into the benefits of SMS marketing and outreach and how it dovetails into bigger picture marketing strategies. Matt breaksdown how consumers interact with SMS vs. email, web chats, and other communication tools that brands are using. He leans into conversational vendor lead generation for building funnels and how to continue the one-to-one conversation.
Meet Matt, CEO of RingBot (a texting tool that helps agencies get better results for their clients), and personal Coach to business owners.
With 3 startup exits, he has a lot of experience to share. His focus is primarily on growth including sales, marketing, and specific tactics for increasing revenues quickly.
Contact Matt on his website or on Twitter.
Featuring: Sherri and Reuben Johnson from Fly Media ProductionsIn this first-ever two-part episode, Sherri, Reuben, and I talked about how they paved the way into their niche by following a passion that took their marriage to the next level. How implementing EOS lead to a rebrand and informed their overall agency messaging and niche targeting. They shared some of the secret sauce on how they successfully navigate running an agency as a married couple who both have chronic illnesses and ADD. The Fly Duo shared about a few of their side passion projects and how the ambition of eliminating stigma and having sex-positive conversations happen to also be fueling their agency growth. Tune into both episodes to hear the full conversation!
Reuben and Sherri Johnson, affectionately known as the FlyDuo®, are partners in life, love, crime, and everything in between. They are co-founders of Atlanta’s premier award-winning, sex-positive brand agency Fly Media Productions®; co-founders of SexTech n’ Chill™, a handpicked selection of news, products, and experiences thoughtfully curated by the couple for pleasure seekers; and co-hosts of the podcast-style web show The FlyDuo Sex Project™.
In addition to their own projects, Reuben and Sherri currently serve as official ambassadors for The Bureau of Digital and Erika Lust’s “The Porn Conversation”.
Contact the FlyDuo on their websites, FlyMediaProductions.com and ST&C Special Project Website, on LinkedIn for FlyDuo, LinkedIn for FLy Media, Instagram for FlyyMedia, Instagram for ST&C, and on X.
Featuring: Sherri and Reuben Johnson from Fly Media Productions
In this first-ever two-part episode, Sherri, Reuben, and I talked about how they paved the way into their niche by following a passion that took their marriage to the next level. How implementing EOS lead to a rebrand and informed their overall agency messaging and niche targeting. They shared some of the secret sauce on how they successfully navigate running an agency as a married couple who both have chronic illnesses and ADD. The Fly Duo shared about a few of their side passion projects and how the ambition of eliminating stigma and having sex-positive conversations happen to also be fueling their agency growth. Tune into both episodes to hear the full conversation!
Reuben and Sherri Johnson, affectionately known as the FlyDuo®, are partners in life, love, crime, and everything in between. They are co-founders of Atlanta’s premier award-winning, sex-positive brand agency Fly Media Productions®; co-founders of SexTech n’ Chill™, a handpicked selection of news, products, and experiences thoughtfully curated by the couple for pleasure seekers; and co-hosts of the podcast-style web show The FlyDuo Sex Project™.
In addition to their own projects, Reuben and Sherri currently serve as official ambassadors for The Bureau of Digital and Erika Lust’s “The Porn Conversation”.
Contact the FlyDuo on their websites, FlyMediaProductions.com and ST&C Special Project Website, on LinkedIn for FlyDuo, LinkedIn for FLy Media, Instagram for FlyyMedia, Instagram for ST&C, and on X.
Featuring: Melissa Morris, Agency Authority
In this episode, I got to speak to Melissa Morris from Agency Authority where she works with agencies on process and system optimization. Melissa and I talk about how agencies can leverage the proper systems, tools, and processes to grow healthily and use these tools to optimize agency availability and profitability. Melissa shares some of the benchmarks and areas that agency owners and operations managers should watch for in a growth stage in order to avoid some of the pitfalls that come with scaling.
As the founder of Agency Authority, a project management and operations consultancy for agency owners, I use my 10 years of agency experience to help business owners maximize their teams, increase their productivity, and grow their profits. Firmly committed to breaking the ‘long hours and bad pay’ stigma that plagues the agency world, my team and I help business owners and their team members do the work they love without sacrificing client satisfaction, the bottom line, or their own sanity.
Connect with Melissa on their website, LinkedIn, Instagram, and Facebook.
Featuring: Ryan Watson, Upsourced Accounting
In this episode, Ryan Watson from Upsourced Accounting delivers an exciting talk about agency numbers, accounting, benchmarking, and things to watch for in agency growth. He and his team are deeply niched as an agency accounting firm and he shares some of their viewpoints on how they help agencies monitor the “right numbers” at the right stage of their lifecycle. These lifecycle stages bring forth the hierarchy of financial needs for agencies and how they differentiate from stage to stage.
Ryan is an experienced operations and finance leader for creative agencies and venture-funded startups. As a partner at Upsourced, he helps scaling agencies build better plans, see the future, and drive profits. Prior to Upsourced, Ryan led operations and finance for a large influencer marketing and ad agency, Ahalogy, where they built the team to over 50 people and $10M in annual AGI before selling to Quotient Technology (NYSE: QUOT) in June 2018.
Connect with Ryan on their website, YouTube Podcast, and blog.
Featuring: Chris Puma and Steph Hastings, The Inturnship
For the first time in the history of this podcast, I got to have two guests on board when I spoke to Chris Puma and Steph Hasting of the Inturnship. The Inturnship is their response to the impact of covid on student internships and how they're flipping this part of the industry on its head. Acting as an agency, led by seasoned agency veterans, The Inturnship is pulling in talented interns who are mentored to do real-world client work – for pay. Competing with the “mock-up world” of most ad schools, their teams handle creative assignments ranging from full brand strategy and identity to ongoing social content to interactive websites and content strategy. To date, The Inturnship has a placement rate of nearly 90%, delivering well-trained interns into their first “grown-up” jobs in the industry.
Chris Puma is Associate Creative Director at BASIC/DEPT® the most webby-awarded agency of the past decade. In 2020, he Co-Founded The Inturnship to help create a new process and pipeline for emerging talent. When he’s not working on his own career, or helping others begin theirs, you can find him tending to his indoor plant collection or snowboarding at Mt. Hood.
Steph Hastings is a Senior Web Designer at prAna Living, a small active clothing brand based in Southern California. The right mix of good storytelling and functional design is a beloved daily practice and one that we focus closely on at The Inturnship. When not leading the charge with design projects, Steph is walking her corgi jasper, or hitting the trails for distance runs.
Connect with The Inturnship here.
Featuring: Khalil Stultz, Lima Partners
In this episode, I spoke with Khalil Stults from Lima Partners and I Know a Guy about his career path that lead to him discovering his entrepreneurial bug and how he leaned into it. He shares some of his experience in growing a digital marketing agency by 240% after buying into it as an equity partner. He also talks about how he leverages capital through liquidity events for growth strategies. Khalil is an M&A advisor and expert and shared his insights on the ideal DNA of a sellable agency and how to get to that stature. He shares how owners can put their company through the “vacation test” to see how the business will collapse or thrive in their absence, and what those results mean for the growth and possible acquisition of the company.
Khalil Stultz is an Investor | Growth Consultant | Actively Acquiring & Growing Small to Medium-Sized Businesses If You're In Need of an Exit or Expansion...I'm the Guy.
Connect with Khalil on LinkedIn or his website.
Featuring: Yolanda M Tucker, Tucker Trained
Does your agency respond to RFPs for business development? If so, you have to dig into this episode where I get to speak to Yolanda Tucker, from Tucker Trained, about how to navigate the ins and outs of procurement, RFPs, and the nuances that can give your agency the edge in these otherwise painful business development efforts. She shares some of her tips on how agency owners can disrupt the RFP process to get ahead and what procurement teams look for in a potential winner of an RFP. Yolanda’s expertise in understanding where to find and how to navigate RFPs, contract negotiation, and procurement processes helps businesses go far beyond winning RFPs and how they can lead to higher revenue and profits. She also shares about the benefits of small business certifications, including women-owned, minority-owned, and veteran-owned, to name a few, that open doors to billions of dollars of business opportunities.
Yolanda M. Tucker has over twenty years of procurement experience as a Contracts Manager in various industries. Yolanda holds an MBA in Business Administration, a second Master’s degree in Acquisition and Contracts, and a Certification of Transportation Regulatory Law from the Florida Coastal School of Law.
Connect with Yolanda on her website.
Featuring: Brandon Wetzstein, In8Create
In this episode, Brandon and I talk about how playing with Legos can help explore any topic within a workshop. Brandon talks about how building and reverting back to your childhood playtime can build metaphors to answer prompts. By exploring what creativity means to each person, Serious Play can be implemented in an agency, corporate environment, or any other space, to dig into a business’s challenges. Building strategy and exploring values with Legos allows the process to remove the emotion from the results through a flow state under the facilitation of Brandon's expertise. This process allows the process to get at the nuanced insights from a group of people, without the meeting after the meeting.
Brandon Wetzstein is an energetic founder with a futuristic mindset. He believes that everyone has the capacity to be innovative and creative when given the right tools, support, and environment. He is driven by curiosity, makes a mean chili, and loves a good book that shifts his mindset.
Connect with Brandon on his website and on LinkedIn.
Featuring: Nikki Rausch, Sales Maven
In this episode, seasoned sales maven, Nikki Rausch shares some of the secrets in B2B sales, how to show up in opening relationships that lead to sales, and the full-circle benefits of asking for and making introductions and referrals. Her experience in setting up sales systems and guiding sales leaders in their systems is invaluable for agencies and salespeople alike. Nikki shares some secrets about how to create curiosity in account-based marketing, so we can learn to grow current accounts and increase the lifetime value of clients and offers.
With 25+ years of selling experience, entrepreneurs and small business owners now hire Nikki to show them how to sell successfully and authentically.
Nikki has written 3 books, all available on Amazon. And she has a podcast called Sales Maven which you can find on your favorite podcast platform.
Connect with Nikki on Sales Maven, Facebook, Instagram, LinkedIn, and grab her free video training gift for listeners.
Featuring: Marcel Petitpas, ParakeetoIn this episode, Marcel talks about how Parakeeto was born – how can smaller agencies leverage their data without enterprise software. Marcel talks about the value of the democratization of data within an organization where the cost of creating data has gone to zero and how to develop data management practices. We dug into systemic profitability issues in small agencies and the key metrics agencies should be watching out for to track predictable profitability. Marcel details the differences between delivery margins or the fundamental profitability of the offer and the cost of your services and what causes your delivery target to be below your goals. Similar to my coaching style, Marcel and his team don’t have a cookie-cutter approach to how an agency tracks numbers and defines success within an agency.
Marcel Petitpas is the CEO & Co-Founder of Parakeeto, a company dedicated to helping agencies measure and improve their profitability by streamlining their operations and reporting systems, a problem he discovered while running his own agency back in his early 20’s.
He’s also the fractional COO at Gold Front, an award-winning creative agency in San Francisco working with brands like Uber, Slack, Keap, and more. As well as the head strategic coach at SaaS Academy by Dan Martell, the #1 coaching program for B2B SaaS businesses in the world.
In his work as a speaker, podcast host, and consultant, specializing in Agency Profitability Optimization, he's helped hundreds of agencies around the world measure the right metrics and improve their operations and profitability.
When he’s not helping agencies make more money, he’s probably watching “The Office” or “Parks and Rec” on a never-ending loop and eating breakfast foods for every meal of the day.
Connect with Marcel on Instagram, Facebook, TikTok, or Twitter.
Featuring: Veronica “Niki” Fielding, Digital Brand ExpressionsIn this episode, I got to talk to Niki about how she intentionally transformed her agency prior to covid, and how these changes have helped them be more selective on client acquisition and more successful with client retention. She shares the secrets behind their team structure and how they win with company culture.
Veronica “Niki” Fielding is the founder and president of Digital Brand Expressions. DBE excels at delivering quantifiable success against goals for middle market B2B and B2C companies through paid search, paid social, and search engine optimization. They’re all about setting goals with their clients, defining clear pathways to success, and then delivering on, and surpassing those goals.
Connect with Niki on her company website or LinkedIn.
Featuring: Jody Grunden, Summit CPAIn this episode, I got to talk to Jody about what it’s like running one of the first fully distributed CPA firms, and their acquisition process by Anders CPA + Advisors. He talks about how they set out to launch the firm as a change agent in the space and how they flipped the billing model on its head in the creative agency CPA and advisory space. While Jody doesn’t run a creative firm, he lets us in on the immense value of niching down into vertices and how it proves to scalability. Learn the secret of when owners should really start leaning on outsourced CFO services and why. Finally, Jody shares some of the trending KPIs they see agencies actively monitoring.
Jody co-founded Summit CPA Group (Summit) in 2002, which merged with Anders CPAs + Advisors (Anders) in 2022. Summit, now a division of Anders, was the first fully distributed accounting firm. As the leading provider of Virtual CFO Services in North America, Summit provides professional Virtual CFO Services for over 100 companies across the United States, helping business owners dive deep into the financial side of their business to maximize profits, minimize taxes, and increase cash flow.
Jody is also an industry speaker and a published author. He literally wrote the book on helping digital companies create a financial roadmap to success, Digital Dollars and Cents.
Connect with Jody on his website, LinkedIn, or Twitter.
Featuring: Jasz Joseph, Jasz Rae DigitalIn this episode, Jasz and I talk about the age-old tale of agencies treating their marketing and business development efforts as if they were their own client – and why that doesn’t work. She breaks down why a CRM is so vital to an agency, some of the most vital aspects of a good CRM, and various tricks on how to dig into your pipeline and stages of a business development process. We talk about at what point an agency should outsource their sales and marketing, vs. keeping it in-house and what the differences between the two options are. Finally, we explored various ways agencies can leverage ChatGPT to expedite some of our marketing research efforts.
After spending years working in the agency space and starting her own agency, Jasz quickly realized that the old saying "the shoemaker's kids never have shoes" holds true. Agency owners and consultants spend so much time focusing on growing their clients' businesses that their own sales and marketing goals often fall to the back burner. Not anymore! Jasz partners with boutique agency owners and consultants to develop the systems and growth strategies they need to start generating an influx of sales-ready leads.
Connect with Jasz on her website or on LinkedIn.
Featuring: Carl Smith, Bureau of DigitalIn this episode, Carl shares his passion for people who run shops and create things and how he shifted from employee to running his own shop to now running Bureau of Digital, the greatest community of agency leaders. The biggest takeaways of this episode are some of the gems on how Carl ran nGen, his dev shop, but Carl also shares how hindsight really was 20/20 in understanding what he saw after opening nGen and some of the decisions his previous boss had made. He talks about how his agency model led to rapid growth by having clients pitch them and having the team choose the work they wanted to do and the type of clients they wanted to work with. Finally, Carl talks about the value of community in the agency space and how agency leaders should embrace their peers and not cut them off as competition.
A theater major who decided to act like he understood business, Carl spent 14 years in advertising before launching his digital agency, nGen Works, in 2003.
nGen ran for 12 years, constantly experimenting with different models of management and team structure, including the Jellyfish Model which was flat before flat was cool.
Towards the end of nGen’s run, Carl attended the very first Bureau event and fell madly in love with the concept of building community in the web industry. So much so that a few years later he closed nGen to take over the Bureau in 2016. Now Carl spends every day connecting digital professionals to give them the support they need.
Connect with Carl on the Bureau of Digital website.
Featuring: Monica Dema, MDincIn this episode, Monica and I spoke about what it’s like running a global team of content creators and project managers, and how they manage culture with intention as a remote team for more than 12 years. Her agency has scaled in a healthy way over the years, and as a leader, she talks about how important it has been to work smarter, not harder, and how they lean heavily on processes. Monica gave some insight as to how her team and clients prioritize human-made content for humans over leveraging robots for the sake of profit.
Monica manages global content for MDINC, a content creation company. Her goal is to help make small companies grow, and large companies painlessly maintain their digital presence.
Connect with Monica on her website, LinkedIn, or Instagram.
Featuring: Nick Deck, Agency SidekicksIn this episode, Nick and I speak about his evolution from launching an agency to it exploding without the proper systems and people in place, and how he was able to turn that growth into both a sustainable and healthy agency and a booming side business of offshore talent. That side business eventually became his main focus as he helps agencies match with amazing offshore talent to help them scale their agencies.
Fellow marketing industry veteran, agency owner, and offshore delegation enthusiast, Nick Deck has a deep understanding of the intricacies of building a highly profitable, low-stress digital agency.
Nick says the secret largely comes down to who you have working for you, which is why he launched Agency Sidekicks a few years ago to support his peers in the achievement of their business AND personal goals (he's all about balance after having experienced some serious burnout in his own agency).
Agency Sidekicks helps you source, train, onboard and manage true offshore marketing rockstars (not just your average VA's) so you can delegate 80% of your operations to dedicated or fractional team members that cost up to 70% less than comparable local talent.
They also provide A TON of other hands-on support and bonuses for their agency clients.
Originally from San Diego, California, Nick now lives in Playa Del Carmen, Mexico with his family while helping business owners get time back into their calendars with the support of smooth delegation processes and offshore help!
Connect with Nick on his website or LinkedIn.
Featuring: Patrice Embry, Project MenagerieIn this episode, Patrice and I talk about the winding path that she took to get into the world of digital project management, how being fired (twice) set her on her way to mastering her destiny, why college may or may not be for everyone and some of the things agencies do (and don’t do) that are mind-boggling.
Patrice started managing digital projects 20 years ago, starting with a pioneering e-commerce music company during the .com boom in the 90s. Since then, she’s managed projects big and small for companies, agencies, and now as a freelance project manager - projects ranging from mobile apps to large-scale CMS-driven websites, and even print projects on occasion. An active member and writer for the larger Digital Project Management community, she’s always willing to talk about the operations aspect of project management and how agencies can better use PM to strengthen client relationships.
Connect with Patrice on her website.
Featuring: Mark Miller, Historic AgencyHaving recently published a book, Culture Built My Brand, Mark and I spoke all about the driving force behind the book and how it helped define the success story of an agency previously in trouble. We spoke about how he and his agency took action to create intentional culture, drive out the negativity from the team, and build processes to deliver work for clients that were previously unheard of. Mark shares his and his team's bravery in how they faced tough times and as a result of an actual culture, are stronger than ever.
Mark is the author of Culture Built My Brand: How to win more customers with company culture, and the founder of Historic Agency, a branding and design thinking agency for nonprofits.
Connect with Mark on his agency website, on LinkedIn, and grab his book here.
Featuring: Jenny De Witt, Rebranded MediaIn this episode, Jenny and I talk about how an agency owner can benefit from being a digital nomad and what that means for their perspective on business and life. Jenny joined me from Argentina and talked about how her agency is going through a metamorphosis from focusing on web 2.0 technology and marketing and moving into web 3 solutions for their clients and how you can bring web 3 solutions to your clients.
Jennifer De Witt is a communication design pioneer who got her start on the web by building physical computer networks at the University of Georgia. Since that time she has made it her mission to be at the forefront of new media and emerging technology such as website design, social media, and live video.
She holds a Master's in Instructional Design and combines her experience as an educator, strategist, designer, and internet marketer to build exceptional customer experience (CX) environments.
She is currently in Buenos Aires and heads up a fully remote collective of professionals dedicated to building the future of the web.
Connect with Jenny at rebrandedmedia.com.
Featuring: Mike Graham, Second MelodyIn this episode, I chat with Mike about the evolution his agency, Second Melody, has taken in the 17 years it’s existed. We cover things like when to let an employee go, fighting the niche, saying no to clients, elevating employees as a leader, and the competitive nature of an agency owner.
Mike Graham is the founder and CEO of Second Melody, a branding studio working with organizations to uncover the accurate, ownable, and inclusive narratives that help tell their stories and drive growth.
Connect with Mike and listen to his mix tape at www.secondmelody.com.
Featuring: Ken Jacobs, Jacobs Consulting & Executive CoachingIn this episode, Ken and I got to talk about the difference between being an owner and a true leader, how to lead and inspire in times of uncertainty, how transparent leads can or should be, and the differences between consulting, training, and coaching. We also tried really hard to remember the name of the book Ken was reading at the time of the recording. The book is "Give and Take. Why Helping Others Drives Our Success." by Adam Grant.
Ken Jacobs is the principal of Jacobs Consulting & Executive Coaching, which helps empower PR and communications leaders and executives to become more effective leaders. It does so via executive coaching.
His company also helps agencies grow business, manage for profitability, improve client service, and enhance team performance, communications and leadership skills, via training and consulting.
Prior to launching his companies, Jacobs spent 25 years in management and leadership positions with a number of PR agencies, including Ogilvy & Mather PR, Marina Maher (pronounced “Mar” like “Star!”) communications, Maloney & Fox, and Lippe Taylor.
Jacobs discusses leadership with some of the PR and communications industry’s most respected leaders via “Taking the Lead,” his quarterly leadership column in PRSA’s Strategies & Tactics, and the similarly named video podcast on his website and YouTube channel.
He's a regular presenter at PRSA Counselors Academy and various PRSA chapters. He loves living “Down The Shore” in Asbury Park, New Jersey. No Bruce sightings yet.
Connect with Ken via email, LinkedIn, Twitter, or YouTube.
Featuring: Lee McKnight Jr, RSW/USIn this episode, Lee and I talked a lot about how business development for agencies has evolved, what agencies can be doing to deepen their relationships and pipeline, some of the systems they could be using, and ways to differentiate themselves from other agencies. We also talked about the economics and logistics of keeping business development efforts in-house vs. outsourcing.
Lee McKnight Jr. is the Vice President of Sales for RSW/US in Cincinnati, Ohio. They are a new business development firm that works solely with agencies, PR, and marketing services firms. Lee earned his undergraduate degree at the University of Kentucky and JD from Cumberland School of Law in Birmingham, Alabama. After graduating from law school, he worked for an internet healthcare start-up in Nashville until the bubble burst in 2000.
Fast forward through some interesting marketing and sales positions to RSW/US where Lee has worked with agencies of all types to help drive their new business efforts. Married with two children, he’s a big fan of history, comics and horror novels, and plays in a few bands in Louisville and Cincinnati when time permits.
Connect with Lee at www.rswus.com or via email.
Featuring: Jamie Hawk, Altitude OperationsIn today’s episode, Jamie and I dug into the need for agencies to solidify their project management systems, what’s needed for an agency owner to really scale their operations, how and why to charge for project management, and the key differences between project management and account management. Having recently brought her husband into her company, we also spent some time talking about the benefits and ways to navigate successfully working with your spouse.
Altitude Operations is a fractional COO and project management company that focuses on helping marketing agencies grow and scale by removing agency owners from the day-to-day allowing them to focus on bringing in sales.
Connect with Jamie on LinkedIn or her website.
Featuring: Lou Kotsinis, BCS InteractiveIn this episode, Lout and I spoke a lot about how his agency, BCS Interactive really digs into their niche industry of non-profits and the services they provide them. Lou brought us into the secret ingredient of his agency and how they lead with this ingredient to make bigger impacts for their clients. We talked about some of the tools and systems his team relies on for their success as a fully remote agency.
Lou Kotsinis is co-founder and CEO of BCS Interactive, a digital agency that works exclusively with nonprofit and educational organizations, focusing on the areas of impact, awareness, and efficiency.
Connect with Lou on his website and on LinkedIn.
Featuring: Kelly Campbell, Conscious Leadership CoachIn this episode, I got the opportunity to talk with someone who has truly impacted my current career and to who I’m just so grateful in many ways. To many, Kelly would be seen as a direct competitor, but the truth is, I’d be honored to lose a client to her. And, I’d recommend anyone who can work with her, should. All that to say, we talked a lot about her amazing coaching style, what lead her to this season of her career, what the exit from her agency looked like from an emotional decision-making standpoint, and how she’s helping make a global ripple effect in the consciousness leadership space.
After 14 years of starting, scaling and selling my own digital agency in New York, I love helping other agency leaders do the same. I work with established agencies in the creative and tech industries, typically from just under $1MM to $10+MM in annual revenue, looking to transform and committed to investing in themselves and the healthy growth of their organization. As a Conscious Leadership Coach, I take a unique and holistic approach to helping agencies level-up—and helping CEOs define the life they want to live. From first-hand experience I understand that agency ownership transcends numbers; it’s a journey that can be an emotional roller coaster or lead to a spiritual awakening. Usually both.
Before establishing Agency Growth Consultant LLC, I founded a digital marketing agency in 2003 (sold in 2016)—which was the recipient of several national and international awards for creative excellence and web technology innovation. I also founded a holistic health and wellness company in 2007 (sold in 2011), to educate consumers and help practitioners gain online visibility, as well as to increase enrollment at related educational programs across the United States.
Prior to these entrepreneurial successes, I served as Art Director for an international e-learning platform, Art Director for the web technology division of a financial services firm, and Graphic Designer for a branding and advertising firm. I am the IA & SEO Consultant to Facebook, and have been a consultant to dozens of nonprofits and creative agencies across the country, as well as organizations in the science, education, printing, publishing, luxury goods, manufacturing, distribution, entertainment, healthcare, wellness and technology industries.
I was trained by Al Gore and the Climate Reality Project as a Climate Reality Leader. I’m a proud graduate of the Goldman Sachs 10,000 Small Businesses Program, a member of the Forbes Business Council, and a writer for Forbes.com, as well as a volunteer with Soup Angels soup kitchen in Nyack, NY—serving those among the homeless, working poor, or living with mental or behavioral challenges.
Connect with Kelly on her website, on Consciousness Leaders, or grab her agency growth book.
Featuring: Lisa Cunningham, Treehouse Marketing
In this episode, Lisa and I solved every agency’s project management and systems challenges. But really, we just explored some of their challenges, discussed a few amazing solutions, and why now, more than ever, the right tools and procedures are needed to help agencies win.
Lisa has been managing marketing projects in agencies and corporate marketing departments for more than 12 years and now serves agencies as Project Management and Operations consultant. She provides audits and system builds for small to medium-sized agencies that are booked with client work but require assistance in setting up or strengthening their systems as they scale.
Connect with Lisa on her website or on LinkedIn.
Featuring: Todd Giannattasion, Tresnic Media
In this episode, Todd and I spent time talking about a range of topics including various forms of content marketing, helpful vs. hypeful content marketing, leveling up your own identity through various forms of coaching, and the importance of putting out great energy.
Todd Giannattasio is a veteran marketing expert who has been featured by Entrepreneur, Forbes, and Huffington Post for his proven systems to grow brands online and build engaged audiences in our constantly evolving, digital world. His combination of fundamental principles and modern marketing strategies are what create a force multiplier for businesses.
Todd has been working in digital communications and marketing since 2003. Over that time, he's worked with some of the biggest companies in the world from Universal Records to BASF, and with growing startups and small businesses.
Connect with Todd:
http://tresnicmedia.com/ https://www.instagram.com/growthsuite/ https://www.linkedin.com/in/toddgiannattasio/ https://www.facebook.com/todd.giannattasio https://twitter.com/growthsuite/ Free Resources: https://thegrowthsuite.com/free-resources/
Featuring: Chelsea Craig, Rhino Reviews
In this episode, Chelsea and I talked about everything related to online reviews. We cover the need for reviews, how to ask for them - or not to ask for them - how and when to respond to them, and how brands need to leverage all the platforms at their disposal. We also really explored the need for brands to claim their pages and leverage employee reviews to attract better talent.
Chelsea, the founder of Rhino Reviews, works with businesses to protect their online reputation by growing and leveraging their online customer reviews. They offer the only fully managed review generation and reputation management program on the market. Every client receives a unique strategy based on their current reputation, where they wish to go, and the headwinds they might encounter. They work to improve both the external (Google, Yelp, FB, etc) as well as internal (Glassdoor, Indeed) reputation and take businesses from a reactive to a proactive position.
Chelsea has worked with over 80 businesses in all industries, including luxury construction, digital, energy, property management, healthcare, retail, hospitality, and education, to help build or repair their online reputation. She is both Google and Reputation Management certified and is a coach for Mike Volkin's Masterclass, teaching how to leverage testimonials to accelerate your business growth. She has also had the opportunity to be a guest on a variety of shows discussing industry changes, small business strategy, and how to build your reputation in the digital space.
Connect with Chris on LinkedIn and her website here.
This is a pretty special, and heavy episode that I’m excited to share with you. This episode was recorded and released within a week in order to get it out during October, near national mental health awareness day and during suicide prevention month.
Chris Free, President of Chromatic opened up to us all about the difficulties he faces with his mental health as a result of running his agency. We talked about the impact that overworking himself, being unable to define his actual role, and his inability to let go had on his physical and mental health. And, what he’s done to work on recovering and the positive impact that this has had on Chromatic’s culture of openness and vulnerability. If you or someone you know is struggling, please reach out and get some support. The national suicide prevention helpline is 988.
Chris is an accidental agency owner and recovering control freak. He's spent the last 15 years helping build an award-winning digital agency with a truly unique culture in the Drupal/WordPress space.
Connect with Chris on Twitter and his website here.
In my conversation with Bill, the CEO of a B2B Brand building agency that lives “Brand First,”, we discussed what he and his partners have done to scale at the rate they have while maintaining their culture, staunch values, and amazing work. We talked about how integrating EOS and surrendering to niching down were game changers for their agency.
Bill Kenney is co-founder, partner, and CEO of Focus Lab, a global B2B branding agency helping B2B companies connect with customers while leading their industries. Focus Lab’s past and current clients include Marketo, Salesloft, Zuora, Braze, Outreach, Launch Darkly, Twilio, Adobe, ASAPP, Luminate, Netflix, Shopify, and many others. Kenney is a member of the Fast Company Executive Board. He was born and raised on Martha’s Vineyard, MA. He holds a BFA from the University of Tampa, FL. He enjoys running, reading, and camping and currently resides in New Jersey with his wife and son.
Connect with Bill on LinkedIn and his website here.
Featuring: Don Seckler, Peak Inbound Marketing
In this episode, Don and I explored why creative and traditional agencies should bring digital in-house. Don lays out the plan for what it takes to build out an in-house digital marketing team to drive long-lasting results for clients and recurring revenue for your agency. Don shares some of his secret sauce on how he’s been leading digital marketing for agencies and really delivering amazing results for everyone.
Don Seckler, the founder of Peak Inbound Marketing, has over 25 years of experience in traditional direct response marketing. He has also been a digital marketer since the beginning. Don was one of the first to use Twitter, Facebook, and Google Ads. He was in the trenches as the web came to life in the mid-1990’s and has been developing and executing successful digital marketing campaigns since then.
Now Don drives digital marketing strategies for clients that generate hundreds of thousands of dollars worth of business.
He also has guest lectured at New York University and Baruch College in New York City. You can see Don speaking at various Meet Up groups and other events for a variety of industries around the U.S.
Don has worked in tv commercials, on the Seaside Heights New Jersey boardwalk, and once roadied for Cheap Trick.
Connect with Don on LinkedIn and his website here.
Featuring: Julbert Abraham, AGM
Julbert is “The LinkedIn Guy”, so of course, we dug into the current state of how LinkedIn can help agencies position themselves as experts, how they can open lines of communications with their next clients, and how to fill their funnel with down-the-road clients.
Julbert is widely known as “The LinkedIn Guy”. He is the Founder of AGM, a LinkedIn training firm based out of Kearny, New Jersey. Julbert is the author of the book “7 Steps to 7 Figures Using LinkedIn”. He is also the host of the Small Biz Tips podcast on iTunes, Spotify, and Stitcher where he interviewed Founders of some of America’s Fastest-Growing Companies.
He has been featured and mentioned on Social Media Examiner, Entrepreneur, eMarketer, BBC, Huffington Post, ROI-NJ, and NJ Business.
Julbert and his team have worked with over 700+ companies on 4 continents.
Originally from Haiti, Julbert speaks 3 languages and has an MBA from Northeastern University and he is a Professor at Baruch College in New York City.
Connect with Julbert on LinkedIn, Facebook, Instagram, YouTube, and watch his free LinkedIn training here.
Featuring: Elizabeth Eiss, Results Resourcing Elizabeth and I discuss how agency owners can recognize their value and the ROI on the time they spend doing things OTHER than their CORE tasks, and most importantly, what to do once they know that. When and how to outsource, and where to find the right talent.
Connect with Elizabeth at resultsresourcing.com, access her ROI calculator here, and on LinkedIn
Featuring: Abby Gallo, Terrain Bookkeeping In this episode, I had the pleasure of speaking with Abby Gallo, from Terrain Bookkeeping. We dug into the essentials of what an agency needs to know about their books. We cover everything from the initial setup, the team an owner needs by their side, and the reports they need to know how and when to read.
Connect with Abby at TerrainBookkeeping.com and on LinkedIn
Featuring: Karl Heine, creativeplacement Karl and I dig into the shifting landscape of staffing and freelancing and what agencies can do to stand out and attract the right person.
Connect with Karl at creativeplacement.com and on LinkedIn
Featuring: Jamie Lieberman, Hashtag Legal Would you believe that legal topics can be fun, interesting, and not overwhelming? Well, that’s exactly the tone of the conversation that Jamie and I had in this episode. We dug into agency/client contractual do’s and don’t’s as well as the fine line difference between employees and contractors and what agency owners should be aware of!
Get in touch with Jamie at Hashtag Legal: Web, Instagram, LinkedIn, The (Un)Business Podcast