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15 Oct 2018Episode 158: The Location Agnostic Agency with Brendon Craigie00:54:54

Remember when it sounded crazy to remote employees scattered all over the country?  Or even crazier, in multiple countries? The truth is today, it’s becoming the norm rather than the exception.

Many agencies are choosing a hybrid approach, with a central office and staff in a brick and mortar location, but also with remote full-time and part-time workers. Some agencies are going all-in on remote work, ditching the central office and becoming, in the words of my podcast guest for this episode, “location-agnostic.”

I am intrigued by this, to say the least. I worked for and built businesses in an era when you went where the work was, whether you loved that particular center of commerce or not. But our business is changing, and the agency owners I work with are shifting into this new normal as well.

I had some big questions about becoming totally location-agnostic. How do you develop a strong culture when you all work in different places? How do the clients feel about it? How do you do the collaborative work that agencies are known for when you are scattered all over?

My guest on this episode is Brendon Craigie, co-founder and managing partner at Tyto PR. Tyto is a pan-European company with a fully location-agnostic staff.

Is building a healthy and happy work culture possible with an all-remote team? Brendon is finding the answer to that is a resounding “yes!” But there is more to his company than a remote workforce. They are intentionally flat, hiring well-seasoned creative “black belts” rather than having junior-level staff as worker bees. They are finding this to be a business model that’s rewarding to clients as well as the firm itself.

In his role, Brendon leads the agency and is heavily involved in counseling clients on strategic and creative matters. As an experienced global CEO, he also enjoys working closely with other CEOs on broader business and communications strategies.

Prior to launching Tyto, Brendon was the global CEO of Hotwire. As part of Hotwire’s founding team, he rose through the ranks to become CEO, and during his six-year tenure in the position he doubled the company’s size and repositioned it into a top 50 global challenger brand. Brendon’s achievements were recognized through multiple awards.

Brendon has worked across Europe, Asia, and the U.S. with a host of global names including Cisco, Microsoft, and Google. During his career, Brendon has helped to devise strategies and support campaigns for high-growth companies entering Europe to grow their brands and business. These campaigns often extended several years and included several early-stage companies, such as GoPro and BlackBerry, that have become multibillion-dollar successes, while others achieved the exits they desired. 

What You Will Learn About in This Episode:

  • The virtues of being a location-agnostic company
  • The logistics and financial implications of an all-remote workforce
  • Creating a culture in a virtual agency
  • Building a flat organization with seasoned, high-level, customer-facing staff
  • When you meet with colleagues, how to meet with a purpose
  • How to bring the best ideas forward through a “creative sprint” process
  • When and how a virtual workforce can get together in the real world – preferably for a mix of work and play
  • A cost/benefit analysis of having a staff of seasoned professionals
  • How to angle for that non-contested pitch to your ideal clients
  • Baking insight and research into the way you do business and how you get new business.

Ways to contact Brendon Craigie:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

29 Jul 2019EP 199: How agencies should approach influencer marketing with Shane Barker01:06:24

Influencer marketing isn’t new. Remember Joe Namath in pantyhose? (If you don’t Google it)

But what is new is that anyone can harness the power of the internet and attract and monetize an audience. The value to our clients in that new twist is that there is an influencer for any subject, budget, or audience.

This is an area where many agencies are crushing their financial goals. But if done wrong – you can lose your shirt. That’s why I knew we needed to talk to Shane Barker.
Getting to the tactical heart of effective and profitable influencer marketing is what episode #199 is all about. My guest is Shane Barker, who has been doing influencer marketing since before the term was even coined. We talk about finding the right person, the proverbial needle in the influencer haystack, and how to determine the real reach of that individual who calls him/herself an influencer.

Maybe you or your clients are still questioning the ROI of influencer marketing. Shane and I discuss how to do it right from start to finish, so you and your clients get the most bang for your influencer buck.

From working with agencies and brands on influencer strategy and with celebrities on digital reputation management, to obtaining a #1 national ranking with PROskore as a social media consultant, Shane has built an impressive list of accomplishments. As a regular contributor to publications like Salesforce, Yahoo Small Business, Marketing Profs and others, he continues to grow and share his knowledge.

What You Will Learn in this Episode:

  • How to vet influencers so you and clients get what you pay for
  • Why you should interview influencers to find the right fit beyond the metrics
  • How to A/B test in influencer marketing
  • What goes into developing a solid influencer marketing strategy
  • How to be the best choice for the influencers you want to work with
  • Developing Scope of Work terms with an influencer
  • The best tools to use to start your influencer search
  • How to fine-tune your influencer search with the “eyeball test”

Ways to Contact Shane Barker:

17 Jan 2022EP 328: Rethinking agency biz dev part 2: How things evolve with Drew McLellan00:37:54

During the lifetime of an agency, how that agency/agency owner approaches business development evolves. In the beginning, an agency’s first clients are people the agency owner knows personally. From there, as the agency matures and grows, it morphs into working with people who have been referred to the agency by happy clients. Many agencies never evolve past this level of business development. It can be challenging to see options for the continuum of business development beyond the normal routine.

 

Today’s episode is continuing our deep dive into agency biz dev. Building up the previous discussion about the importance of finding a niche, Drew looks at the 5 stages that create the continuum of business development and explains why 85% of agencies never reach the most effective and sophisticated of levels.

You get to decide where on the continuum your agency lands. But to make an informed decision, you have to know your options.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Continuum of Business Development

What You Will Learn in This Episode:

  • The five stages on the continuum of business development
  • Why offering deals never serves in the long run
  • The need to be interesting instead of interested
  • Statistics related to how prospects find their agency
  • The ideal structure for an agency
21 Nov 2022EP 372: Prioritizing diversity, equity, and inclusion in marketing agency culture with Farzana Nayani00:44:54

Marketing agency culture is constantly changing, but adapting the best we can is important. And one of the most important ways we need to be adaptable is by identifying where we can bring more diversity and new perspectives into our company culture.

Sometimes when you’re sitting in the boss’s chair, there can be a disconnect between knowing what your people want and need and seeing who might be missing from the room altogether. This is where this week’s guest, Farzana Nayani, comes in to save the day. She has over 20 years of DEI work experience and knows how to get straight to the core of what employees want from their employers.

 

In this episode, we’ll talk about how to create safe environments for everyone, communicate that you’re open to having tough conversations around diversity, equity, and inclusion, quiet quitting and labor hoarding, and how to set boundaries around polarizing topics in the workplace.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

What You Will Learn in This Episode:

  • How employee resource groups are beneficial to employees
  • How DEI work has changed since Farzana began this work
  • What can we do as business owners to create a safe environment?
  • How to communicate that you’re open to difficult conversations around differences
  • How to learn more about our employees without creating more discomfort
  • How to invite more diversity into your agency culture
  • The rise of quiet quitting and labor hoarding
  • How to avoid polarization around politics in the workplace
20 Jan 2020EP 224: Agency culture redefined with John Waid00:48:57

Culture matters. As agency owners and leaders, we get that. And we love creating a “great culture.” But, developing a great culture is about more than beer o’clock and having a ping pong table. Yes, fun is important. But if you want to attract and retain the top talent in your industry, that alone is not going to cut it.

John Waid of Corporate Culture Consulting joins us on this episode of Build A Better Agency to teach us a fresh approach to developing agency culture. He explains how to identify and define your organization’s culture, so you can align it with your strategic goals.

By focusing on organizational culture instead of a more superficial definition culture, we create an environment where the best employees want to stay and thrive. It enables us to map out our core values so we can weave them into the DNA of the agency and establish clear rules of engagement for clients, peers, and leadership alike.

John has a very unique perspective on how culture comes to life and how you can foster a culture that is outcome-focused. This conversation will reshape your perspective even if you think you have this one nailed.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here: https://www.whitelabeliq.com/ami/

What You Will Learn in this Episode:

  • Superficial culture vs. organizational culture
  • The factors that contribute to a great agency culture
  • How your culture plays a major role in talent acquisition and retention
  • How to set behavioral expectations that bring your agency’s core values to life
  • Why a great culture has the potential to course-correct a poor work ethic
  • How to introduce new values to your agency and maintain them for years to come

Ways to Contact John Waid:

07 Feb 2022EP 331: Rethinking agency biz dev part 5: Focus your agency’s POV, with Drew McLellan00:36:13

Agency life has evolved dramatically since the era portrayed in shows like Mad Men. We used to be the keepers of the “secret sauce” for making the magic happen, and now we’re the keepers of the secret knowledge for using that magic to its greatest potential. Agencies used to be expected to be generalists, but now clients and prospects are looking for specialists with a depth of strategic expertise. And part of that specialty is having a clear point of view. But you can’t just whisper it; you have to shout it from the mountaintops.

 

Agency life has evolved dramatically since the era portrayed in shows like Mad Men. We used to be the keepers of the “secret sauce” for making the magic happen, and now we’re the keepers of the secret knowledge for using that magic to its greatest potential. Agencies used to be expected to be generalists, but now clients and prospects are looking for specialists with a depth of strategic expertise. And part of that specialty is having a clear point of view. But you can’t just whisper it; you have to shout it from the mountaintops.

This episode continues a short series dedicated to improving your agency’s biz dev efforts. We’ve discussed the importance of finding a niche several times on this podcast. But here — our focus will be to go a step further. We’ll look at the importance of claiming and declaring your agency’s point of view — and how to do it.

There are questions you can ask of your agency to finetune your POV. There are ways your agency can be findable without needing to continuously create and churn out original content for each different platform. And you might think you need to speak to a large audience but focusing smaller is actually easier and faster to monetize. Putting the ideas spelled out in this conversation into action will help set your agency on a course toward success.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Agency POV

What You Will Learn in This Episode:

  • The timeline of how agency life has changed
  • The importance of declaring your point of view
  • Questions to help you define your agency’s point of view
  • The cornerstone & cobblestone content concept
  • Why it’s easier to monetize a narrower audience
24 Oct 2016Episode 55: What Your Agency Needs To Do To Charge a Premium in 2016, with Drew McLellan.00:20:39

Drew McLellan is the Top Dog at Agency Management Institute. For the past 21 years, he has also owned and operated his own agency. Drew’s unique vantage point as being both an active agency owner and working with 250+ small- to mid-size agencies throughout the year, give him a unique perspective on running an agency today.

AMI works with agency owners by:

  • Leading agency owner peer groups
  • Offering workshops for owners and their leadership teams
  • Offering AE bootcamps
  • Conducting individual agency owner coaching
  • Doing on-site consulting
  • Offering online courses in agency new business and account service

Because he works with those 250+ agencies every year — he has the unique opportunity to see the patterns and the habits (both good and bad) that happen over and over again. He has also written two books and been featured in The New York Times, Entrepreneur Magazine, and Fortune Small Business. The Wall Street Journal called his blog “One of 10 blogs every entrepreneur should read.”  

What you’ll learn about in this episode:

  • Why the speed of change is the new normal and why you have to embrace that
  • How what agencies sell has changed from the Mad Men days to today
  • Why you need to tie marketing, sales, and customer service together to be a great agency in 2016
  • Why data analysis is more important than it ever has been
  • Leads, sales, and retention: why you need to focus on these at a much higher level if you want to keep charging a premium price
  • The importance of making real time decisions and adapting based on data
  • Why we need to work with clients who may be resistant to experimentation
  • How to assess if your agency is up to par on these ideas, and what to do about it if the answer is no

Ways to contact Drew McLellan:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

01 Jul 2024EP 456: What agency owners get wrong about recruiting top talent with Michael Palma00:48:03

The glamor of working for an agency has worn off somewhat since the 80s and 90s. Markets are more saturated, salaries have stagnated, and recruiting top talent has become more difficult — especially since Covid.

As agency owners, that means we have to adjust our process to find and hire top talent to meet our clients’ needs. To help us understand all the changes we’re facing today, I sat down to talk with Michael Palma, an agency recruiting and business development expert.

With decades of experience in the industry, he’s seen all the shifts and changes that have occurred in the hiring process for both agency owners and employees. In this episode, he shares what agency owners often get wrong about finding top talent and why finding top talent is so hard nowadays. He also helps us understand how agencies can find right-fit clients and right-fit employees to match our clients’ needs.

Michael is essentially an expert agency matchmaker who has his finger on the pulse of the most pressing issues agency owners face, and helps us navigate them all with a “humble swagger.”

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

recruiting top talent

What You Will Learn in This Episode:

  • What it means to “walk with a humble swagger”
  • What agency owners often get wrong about recruiting top talent
  • The downhill trend in finding right-fit agency employees
  • How to find be confident without arrogance
  • What’s making it difficult for recruiters and agency owners to find top talent
  • Challenges in salaries in equity for agency employees
  • Knowing what you want in a candidate before you write a job description
  • How Covid has changed new business for agencies
  • Strategies that win over a client
  • Where agencies should be investing in their own biz dev and growth
11 Jan 2016Episode 14: Using Research to Grow Your Agency, with Susan Baier.00:49:27

Susan Baier began her career as a brand manager for companies like Dial and Conoco-Philips. She also worked agency side and within client companies in their research departments, honing her skills as a research professional.

Recognizing that primary research was often too expensive for small to mid-sized agencies, she launched Audience Audit, where she conducts quantitative attitudinal audience segmented research. She helps her agency clients develop marketing strategy for their clients based on customer insights. They find it much easier to develop messaging, strategic plans, and business development plans with real data that helps them understand how customers who look (demographically) the same behave in very different ways and what motives those choices and behaviors.

Over the past few years, AMI and Audience Audit have partnered together for studies on how business owners find agencies, their attitudes towards working with agencies, and more.  

What you’ll learn about in this episode:

  • How the research that Audience Audit does differs from a lot of the research that’s out there
  • How your agency can leverage research inside your agency-client relationships
  • The ways agencies can better sell the value of research to existing and prospective clients
  • Why agencies can’t build their business around “shiny toys”
  • The ways research has changed and why agencies shouldn’t be afraid to bring it to clients that they haven’t done research with in the past
  • How bringing research to clients can give them a sense of relief and make it easier for your agency to retain their business
  • A specific example of how this kind of targeted research helped a client in a big way
  • The mistakes agencies make when trying bring research into their shop
  • Why niche really matters when it comes to research
  • Baby steps agencies can take to start incorporating research

Ways to contact Susan Baier:

Resources:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

09 Dec 2015Episode 9: Understanding Programmatic Buying and Real-Time Bidding, with Jay Friedman.00:49:20

Jay Friedman is a nationally recognized and accomplished digital media expert, speaker, and author. You will often find him speaking at conferences, writing for lead publications, websites, and books. He recently authored the incredibly well written, information packed 7th edition of “Thirty Days to PAID Digital Media Expertise.” He is, without question, a well-versed expert on digital media and programmatic buying.

In 2006, Jay joined Goodway Group to launch the digital division. Now in 2015, Goodway has more than 200 clients across the country.

What you’ll learn about in this episode:

  • Programmatic buying: what is it?
  • Why programmatic buying is much more effective than traditional ad buying models
  • How to know whether to bring programmatic buying in-house or work with a partner and rules for both options
  • Jay’s action plan for jumping into programmatic
  • Why programmatic partners have to continually educate their agencies
  • The qualities that the agencies that do programmatic well all have in common
  • How agencies can succeed by adapting the Airbnb and the Uber model
  • What agencies need to do to be good partners to their programmatic partners

Websites Jay recommends:

Ways to contact Jay:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

18 Sep 2017Episode 102: Why Your Agency Needs a Visionary and an Integrator, with Mark Winters.00:57:47

Mark Winters’ passion is helping entrepreneurs get unstuck so they can pursue their freedom. Depending on the unique situation, Mark’s talent for introducing just the right combination of perspective and process sparks teams to start moving, move faster, or begin moving in the proper direction - with clarity. As a teacher, coach, and facilitator, Mark spends most of his time directly engaged with entrepreneurial leadership teams as a Certified EOS Implementer—helping them implement EOS in their own companies. He's delivered over 400 full-day EOS workshops with companies from around the U.S.

Mark has been an entrepreneur since the age of 28, after catching the “bug” during B-school at the University of Chicago. At last count, he's started/bought/sold/shut down 11 different companies. One recent venture, as a Founder and CEO, had a very successful exit – yielding a 100x cash return in less than 3 yrs. All this activity has led to some recognition, including being named a Tech Titan finalist as an emerging company CEO, and listed as “40 Under Forty” by the Business Journal in both Milwaukee and Dallas. Mark is a "Freedom Forum" member as an EOS Implementer. He was also awarded Rookie of the Year and Chair Excellence distinctions by Vistage International.  

 

What you’ll learn about in this episode:

  • The “visionary” and the “integrator” from “Rocket Fuel” by Gino Wickman and Mark C. Winters
  • How visionaries and integrators can build trust so that integrators can take control of what visionaries create
  • What business owners need to do when they are an integrator and they need a visionary (most owners are visionaries)
  • If you are a visionary, how to determine if you have an integrator on your team and what to do if you don’t
  • The seven-step visionary integrator connection process for finding the right integrator
  • How to know if you’re going to be able to sell your agency to your integrator or not (and what your exit plan can look like in both scenarios)
  • Things that make visionary-integrator relationships fall apart
  • The five rules and five tools for visionaries and integrators
  • Assessing whether you need an integrator
  • Why you need to read “Rocket Fuel”
  • The Rocket Fuel Maximizer for getting more out of this topic

Ways to contact Mark Winters:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

06 May 2024EP 448: Defining your agency niche to go from a generalist to a specialist with Tyler Samani-Sprunk00:49:51

Agency owners like to think they can do it all, but the real gold is in finding and defining your agency niche. To demonstrate, I spoke to Tyler Samani-Sprunk of Simple Strat to get into the head of an agency that learned this lesson the hard way but still did it very well — once they finally committed.

Tyler shares the false starts and missteps early on as Simple Strat tried half-heartedly to pick a niche without fully committing. He explained how feedback from prospects asking, “What are you really good at?” motivated them to double down on specializing in content marketing for a while before their YouTube channel HubSpot Hacks really gained traction.

This episode is your sign to finally work on nailing down your niche if you’ve been going back and forth about it for ages. It might seem like you’re limiting your scope, but in reality, you’re opening yourself up to a whole funnel of right-fit clients who need your expertise.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

agency niche

What You Will Learn in This Episode:

  • What motivated Simple Strat to start specializing
  • The 3 phases of trying to find their agency niche
  • Why they chose video and HubSpot as their niche
  • Treating cornerstone content as a client in your day-to-day operations
  • When they knew it was working for them
  • How their sales cycle transformed when shifting to thought leadership marketing
  • How content marketing plays a role in content strategy with clients
  • People want to hear from people, not brands
  • Weaving personality into professional content
  • Simple Strat’s biggest mistakes and best decisions in the niching process
03 Sep 2018Episode 152: Entrepreneurial You: Building Multiple Income Streams with Dorie Clark00:44:29

“Don’t put all your eggs in one basket.” That’s the standard advice of any investment advisor. But that investment can only happen once we’ve actually made the money. But maybe the concept of diversification is equally applicable to the first stage – making the income in the first place.

Having multiple sources of income builds wealth more quickly and mitigates risks inherent in having just a single source. The logic of that seems simple enough.  But the execution – that’s a whole different animal.

My podcast guest Dorie Clark has a very interesting perspective on this topic and I was excited to pick her brain for all of us. Her most recent book, Entrepreneurial You, is a blueprint for developing multiple income streams without losing your sanity.

Building these income streams involves tough decision-making but it doesn’t have to mean you take huge risks along the way. Dorie suggests a more measured approach and walks us through some of the methods we can explore as we expand our ability to accumulate wealth.

Dorie Clark is a marketing strategy consultant, professional speaker, and frequent contributor to the Harvard Business Review. She is also the author of Reinventing You and Stand Outwhich was named the #1 Leadership Book of 2015 by Inc. magazine and one of the Top 10 Business Books of the Year by Forbes. 

The New York Times described Clark as an “expert at self-reinvention and helping others make changes in their lives.” Clark consults and speaks for a diverse range of clients, including Google, the World Bank, Microsoft, Morgan Stanley, the Ford Foundation, the Bill & Melinda Gates Foundation, and Yale University.

What you’ll learn about in this episode:

  • Creating diverse income streams without jumping into big, new, risky ventures
  • Guiding people through the sales funnel by offering incrementally advanced services
  • The importance of living beneath your means as an agency and as a person
  • Minimizing risk over time through developing diverse income streams
  • How to be the person that makes the hard choices
  • The meaning of the word “perspicacity”
  • The biggest obstacle to being entrepreneurial
  • How making introductions with no expectation of anything in return can be a superpower
  • The difference between a mindshare activity and a market share activity

Ways to contact Dorie:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

18 Mar 2024EP 441: Finding the right project management software for your team with Alane Boyd00:48:42

We’ve all been here before — your agency grows, and your day-to-day is getting a little too chaotic for comfort. Each team member has their own way of doing things, and no one is on the same page about the best approach to doing recurring tasks. As the agency owner, you’re getting pulled into things that you shouldn’t, becoming the organization’s bottleneck.

 

If that’s you, it’s time to break that cycle with some project management software.

With a million choices and a few that have become the industry standard, it’s difficult to pinpoint exactly which is right for your agency. Often, agencies will pick one based on how popular or how pretty it is, and forget about its functionality specific to your agency’s day-to-day needs.

This week, Alane Boyd is clearing the fog around project management software to help us decide if we need one — and if so, what tools and functionality we should be looking out for that will get our productivity back on track.

Don’t be afraid to take the time to really learn what tools are right for your team, and be generous with how long it takes for the new systems and processes to become sticky. Once you find one that works, your agency productivity will be back and better than ever.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

What You Will Learn in This Episode:

  • The benefits of project management software
  • Taking your time learning new systems and software
  • The signs an agency is ready for a PM software
  • Questions to ask yourself before choosing which product is best for you
  • Why capacity planning is the most important factor for choosing a project management software
  • How to recognize if you’re using the wrong tool
  • Training your project managers to use a new tool
  • Setting up a project management tool to automate recurring tasks
  • Considering the internal and external integrations of a PM tool that are necessary for your agency
  • Finding a tool that your team is willing to adopt
  • The most common mishaps with picking a project management software
29 Jul 2024EP 460: Four things we need to make sales easier as agency owners with Drew McLellan00:44:46

As agency owners, one of the things we fundamentally get wrong in sales is how heavily trust plays a role in the process. We’re selling intangible services and solutions to people with a high price tag, and we expect prospects to trust that we’ll deliver on our promises.

It’s a risky proposition, especially for the ones putting their trust (and wallets) in our hands.

This week, I’m sharing how agency owners can earn and leverage their trust with client referrals to increase sales. When you sit back and watch the sales come in simply because someone knows, likes, and trusts you enough to recommend you to others, it’s a beautiful thing.

I’ll share the four things we need in any sales process: the etiquette of social proof and earning client referrals, and how to ethically become part of a community without becoming a billboard for your agency.

When you earn people’s trust by being genuinely helpful, knowledgeable, and a pleasure to do business with, you won’t have to lift a finger to make a sale.

For 30+ years, Drew McLellan has been in the advertising industry. He started his career at Y&R, worked in boutique-sized agencies, and then started his own (which he still owns and runs) agency in 1995. Additionally, Drew owns and leads the Agency Management Institute, which advises hundreds of small to mid-sized agencies on how to grow their agency and its profitability through agency owner peer groups, consulting, coaching, workshops and more.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

In This Episode:

  • Putting ourselves in the shoes of the buyers
  • The role of psychological discomfort and decision fatigue in the buying process
  • 4 things we need in any sales process to be successful
  • The pros and cons of waiting on referrals
  • The etiquette behind social proof and referrals
  • What does it mean to belong?
  • What it takes to earn someone’s trust enough to earn a referral from them
01 Apr 2024EP 443: The do’s and don’ts of networking at trade shows, workshops, and conferences with Dave Delaney00:55:49

In-person networking is still a big deal. After a brief Covid hiatus, trade shows, conferences, and workshops are back and bigger than ever. So, if you or your team plan on attending any of these events soon, it’s important to get up to date on the do’s and don’ts of networking at these events.

Instead of being stuck with a stack of business cards and struggling to recall conversations with specific individuals from an event, seasoned keynote speaker Dave Delaney shares how to manage and nurture your client and prospect interactions effectively.

Not sure how to strike up a conversation with a prospect or keynote speaker? Or what about when you get home from the event and still want to close a potential sale without sounding too spammy? Dave shares insights on approaching these topics and more during this episode.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

networking

What You Will Learn in This Episode:

  • Why in-person networking is still essential
  • How we get networking and connecting with others wrong
  • Networking best practices for competitors, prospects, and keynote speakers
  • The etiquette behind not being creepy or pushy to your peers
  • How to get people’s information while you’re at the show
  • Don’t count on the other person to reach out to you after the show
  • How to create meaningful relationships with people after trade shows and conferences
  • Focus on relationship-building over getting someone in your sales funnel
04 Jan 2021EP 274: Understanding the emotional triggers of your brand with Brian Gregory00:54:19

As marketers we understand the power and influence of a brand. We know that every buying decision we make is based on emotion. This helps explain why some brands garner a cult-like fan base. They understand the power of their emotional triggers. As agencies, we should be brilliant at discerning and leveraging a brand’s specific emotional triggers. But sometimes it’s difficult to help a client see the value in what can appear a bit ethereal. But what if there was a tool to help you validate what you know about your clients’ (or your) brand?

Today’s guest has turned the science of emotion into a tangible tool. Brian Gregory comes from a long publishing and advertising background. He has studied the core emotional triggers that lead to a specific brand’s buying decisions and is using this insight to help agencies and their clients build a better business and ROI.

In this episode of Build a Better Agency, Brian and I discuss the principles of emotion-based buying, including examples of how it has been used successfully by well-known brands. We also talk about the formula that all good marketing follows, what the big brands fear small businesses will figure out, and why it’s important to have an emotional emphasis in all your marketing communication.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

emotional triggers

What You Will Learn in This Episode:

  • The science of emotion buying marketing
  • An introduction to Admanity, an online tool that defines which of the primal emotions can be best utilized by your clients and your agency
  • How to use the knowledge of emotion buying triggers to increase sales
  • How advertising follows a formula
  • The importance of understanding how emotions are related when it comes to marketing communication
  • How businesses and agencies get advertising wrong
  • What the big brands fear small businesses will figure out
  • Why this is the perfect time for small-to-midsize agencies and brands to embrace the power of emotion buying
  • How an agency can use emotion buying concepts to sell a client on a new campaign
29 Jan 2024EP 434: Getting in touch with your natural intelligence for leadership with Rosie Tomkins00:47:04

You’ve probably heard of IQ, EQ, or even SQ (spiritual intelligence), but have you heard of NQ? For those new to the term, it’s natural intelligence, or our ability to tap into our inner wisdom to guide us in our decision-making in the most high-stakes situations.

 

In life and leadership alike, we tend to let our ego get in the way of our decision-making. It’s normal, but it’s not often helpful for reaching our goals or leading our teams effectively. Instead, we should be listening to our natural intelligence to guide our leadership decisions.

This is how animals survive in the wild. They don’t have the ability to overthink or hide away from a challenge like humans can. Instead, they innately know how to act in order to stay alive or lead their pack to victory.

If we approach leadership in a similar manner, we can access a side of our leadership abilities we might not have known we had. To access it, all we have to do is learn to observe nature and understand our own gut reactions to survival moments. Join us to learn more about finding our personal natural intelligence and how to apply it to agency leadership.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

natural intelligence

What You Will Learn in This Episode:

  • What is NQ?
  • How to apply natural intelligence to your business leadership
  • The obstacles to us tapping into NQ
  • To tap into natural intelligence, you must know yourself
  • Gaining self-insight and peer insight as a leader
  • What horses can teach us about rotational leadership
  • Coaching NQ abilities out of your leadership teams
  • Trusting your gut and getting over the fear of judgment from peers
  • The different benefits of prey, predator, freeze, and flock mode in business
  • Why having the ability to access different modes can be beneficial in agency leadership
03 Feb 2020EP 226: Agencies and accounting can be friends with Chris Hervochon00:49:20

Most of us didn’t major in math or accounting. In fact, many of us were drawn to our industry because it wasn’t math centric! Unfortunately, agency leaders are not math exempt. Without proper financial data, it’s impossible to successfully run a profitable agency. This means your accounting partner, in-house or not, should be your constant companion.

Many agencies are exploring an outsourced accounting solution, just like most of us outsource our tax prep. But there is more to accounting than what meets the eye. Chris Hervochon is the founder of Better Way CPA that was built to serve agencies. Chris and his team approach accounting as a vital source of data that can help us make better decisions in real-time.

Chris joined us to discuss the metrics and best practices we can use to run our agencies better. We also talk about how to automate some of your accounting to really take full advantage of the information you have.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here: https://www.whitelabeliq.com/ami/

What You Will Learn in this Episode:

  • How to maximize the value of an outsourced CFO
  • Chris’ view on the purpose of accounting
  • Common mistakes that agency owners make with their books
  • The automation of accounting and the value it can bring to your agency
  • How accounting has changed and what it is able to do for us as agencies owners

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Ways to Contact Chris Hervochon:

02 Mar 2020EP 230: Agency Owners | Using Traction to scale and strengthen your agency with Drew McLellan00:52:08

Many agency owners are familiar with the book Traction by Gino Wickman and his Entrepreneurial Operating System. It’s a fantastic methodology for improving your agency’s ability to scale effectively, growing a leadership team and building a more sustainable, profitable agency. If you implement Traction properly. Otherwise, it can be a huge waste of time and money.

Traction” is not just a book — it is a new way of running your business so that you can delight your clients but also make your own agency a priority. No more “cobbler’s children have no shoes” excuses about why your website is never updated, your internal priorities are ignored or your agency is stuck in terms of growth and profitability.

I have served many agencies as their Traction implementer and through that experience have figured out some of the biggest pitfalls, mistakes and challenges that agencies run into when they launch Traction inside their shop. In this solocast, I will walk you through the benefits of Traction and how to get the most from the effort.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Agency Owners | Using Traction to scale and strengthen your agency with Drew McLellan

What You Will Learn in This Episode:

  • How agency owners can benefit from Traction and EOS
  • How to build your agency’s traction team
  • How to implement Traction in your agency
  • What decisions/practices impact the effectiveness of Traction in our agencies
  • How to navigate the challenging segments of the Traction process
AMI works with agency owners by:
  • Leading agency owner peer groups
  • Offering workshops for agency owners and their leadership teams
  • Offering AE Bootcamps
  • Conducting individual agency owner coaching
  • Doing on-site consulting
  • Offering online courses in agency new business and account service

Because he works with over 250+ agencies every year, Drew has the unique opportunity to see the patterns and the habits (both good and bad) that happen over and over again. He has also written several books, including Sell With Authority (2020) and been featured in The New York Times, Forbes, Entrepreneur Magazine, and Fortune Small Business. The Wall Street Journal called his blog “One of 10 blogs every entrepreneur should read.”

Ways to contact Drew McLellan:

Tools & Resources:

 
17 Jul 2017Episode 93: The Do’s and Don’ts of New Business, with Lisa Colantuono.00:55:17

Not only does Lisa believe in enduring partnerships that matter, but she actively participates in creating them. Having consulted on and managed agency reviews including Lee Jeans, Panera Bread, and Subaru - just to name three of the reviews AAR has conducted for clients in virtually every major industry - Lisa tackles and solves the most vexing agency search challenges and has enabled hundreds of marketers to meet and/or exceed their business goals. Described as an agency search consultant whose unique perspective is highly valued, Lisa counsels both marketers and communications agencies on their business and branding efforts.

In addition to her role as a consultant, she has created a new business service center for agencies by co-founding Access Confidential in 2005. The comprehensive new business research tool has become the go-to resource helping communications agencies to prospect smart and avoid the pitch!

Lisa also works with the academic world including Wharton's Future of Advertising Program, as well as teaching as an adjunct advertising professor at NYIT. Many of her articles on the subject of client/agency relations have been printed in industry trades such as Forbes, Huffington Post, Advertising Age, Adweek, and HubSpot Blogs Agency Post. Lisa is also part of the industry speaking circuit presenting at national conferences including AAF, HOW Design Live, Mirren, and Ad Age Small Agency Conference.

Lisa recently wrote the book "@AARLlisa: New Biz in 140 Characters (or less)."  

 

What you’ll learn about in this episode:

  • The simple mistakes agencies make in the new business search process
  • Why complacency is a big problem for agencies
  • The importance of continuing to court your current clients
  • Why chemistry is so vital in an agency-client relationship
  • Prospecting smarter with Lisa’s Four T’s
  • Building relationships by teaching
  • Why you need to know what your agency is -- and isn’t -- good at
  • What to do when executives change (both on client and agency sides)
  • Finding project work for your agency (and growing that into a larger relationship)
  • The danger of coming off as desperate to leads
  • Why you need at least one person whose job is new business
  • The importance of an integrated new business plan

Ways to Contact Lisa Colantuono:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

25 Apr 2016Episode 29: Spend Time Doing Your Homework, with Mitch Joel.00:56:48

When Google wants to explain innovation and marketing to the top brands in the world, they bring Mitch Joel to the Googleplex in Mountain View, California. Marketing Magazine dubbed him the "Rock Star of Digital Marketing" and called him, "one of North America's leading digital visionaries." Mitch Joel is President of Mirum – a global digital marketing agency operating in 20 countries with over 2500 employees (although he prefers the title, Media Hacker). He has been named one of the top 100 online marketers in the world and was awarded the highly prestigious Canada's Top 40 Under 40.

What you’ll learn about in this episode:

  • Mirum’s unique structure
  • Generalists vs specialists: the philosophical and financial reasons agencies should specialize instead of generalizing
  • How to figure out if a client is a good fit for your agency
  • Mad Men vs Math Men: how to blend creative and data
  • Why it’s more important than ever to stay hungry and keep learning everything you can
  • Do your homework: how to balance learning time with time spent on client work
  • “Algorhythm”: Mitch’s upcoming book
  • Tools Mitch uses for consistent learning

Ways to Contact Mitch Joel:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

20 Aug 2018Episode 150: How to attract and retain quality talent with Drew McLellan00:43:33

Before we dive into today’s topic — I first want to say thank you for your listenership and loyalty! We are downloaded in over 85 countries and I’m grateful for every listener. This solocast is Episode 150 of Build a Better Agency and I’m grateful for your time and the conversations we’ve had over the last three years.

Way back in Episode 35 (in early 2016), we talked about the employee shortage and the challenge the shortage was creating for agencies and agency owners. If anything – things have gotten tougher.

As you know, I see the financials for about 120 AMI agencies a year. I review their P&Ls, balance sheets, ratios, and some other information. And I will tell you that even though agencies may have had a good year financially in 2017 — they didn’t actually get to keep a lot of the money they earned. And the reason why they didn’t is because their employees are taking more and more of that money. This is happening because of scarcity. The truth of it is...scarcity wins. And right now, your employees are in control.

There are fewer good agency employees than there are agency needs and jobs. And I don’t think this is going to change any time soon. I thought it might be helpful if I shared how some agencies are addressing this challenge. I will walk you through some creative benefits employees consider to be brag-worthy, as well as the benefits that scored at the top of our research with over 1,000 agency employees. The truth is, 401k programs and insurance coverage no longer differentiate you from your competitors — they are table stakes.

Here’s the reality — we have to understand what today’s workforce wants and you have to make sure that your culture and your benefits package match those expectations if you want to attract and retain the talent you need to grow your agency.

What you’ll learn about in this episode:

  • How to attract and retain quality talent using today’s tools and why you need to build a pipeline for talent in the same way you build a pipeline for new business
  • How long you should reasonably expect your employees to stay with your agency
  • What are some brag-worthy benefits that will get your employees talking about your agency with their fellow professionals
  • How you can provide your employees the opportunity to have flexible work hours or work from home days without losing the valuable in-office collaboration
  • Why your employees will actually take less time off if you provide them with unlimited PTO
  • Why we cannot dismiss the changes in the needs of today’s workforce as just a millennial thing
  • What your employees consider to be the most important thing keeping them in a job – or – how they decide to accept a job they are offered
  • How treating all of your employees fairly does not mean you have to treat them all equally
  • Why just because someone is good at their job does not mean they’re going to be good at supervising other people doing that job
  • What are “boomerang employees” and why you should consider circling back to them

Drew McLellan is the CEO at Agency Management Institute. He has also owned and operated his own agency since 1995 and is still actively running the agency today. Drew’s unique vantage point as being both an agency owner and working with 250+ small- to mid-size agencies throughout the year gives him a unique perspective on running an agency today.

AMI works with agency owners by:

  • Leading agency owner peer groups
  • Offering workshops for owners and their leadership teams
  • Offering AE Bootcamps
  • Conducting individual agency owner coaching
  • Doing on site consulting
  • Offering online courses in agency new business and account service

Because he works with those 250+ agencies every year — Drew has the unique opportunity to see the patterns and the habits (both good and bad) that happen over and over again. He has also written two books and been featured in The New York Times, Forbes, Entrepreneur Magazine, and Fortune Small Business. The Wall Street Journal called his blog “One of 10 blogs every entrepreneur should read.”

Resources:

Ways to contact Drew McLellan:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

05 Aug 2024EP 461: Collaborating with clients in our systems and processes with Xenia Muntean00:56:36

Systems and processes are a tough nut to crack for agency owners, and it’s even more challenging once you get clients involved. Many of us are accidental agency owners who thrive in the chaos and disarray of agency life but know that operating this way will reduce profitability.

This week, we’re sitting down with Xenia Muntean to share her journey of becoming an accidental agency owner and what it taught her about agency systems and processes as she began to build her own workflow software.

We dug into some meaty topics that I know are on your minds: How do we balance creativity with structure? Is it possible to have systems and processes without stifling innovation? We explored how bringing clients into the process earlier — especially for social media work — can lead to faster approvals and better profitability.

Systems and processes can be the bane of most agency owners’ existence. But with the right mindset and tools to get the job done, it can open the door to increased profitability and happier clients.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

What You Will Learn in This Episode:

  • Xenia’s journey from accidental agency owner to software entrepreneur
  • The importance of balancing creativity with systems and processes in agencies
  • How larger agencies involve clients earlier in the content creation process
  • The value of getting client buy-in at the concept stage, especially for video content
  • Why operating reactively creatives operational debt
  • How to customize workflow while still having systems and processes
  • AI’s potential to improve operational efficiency in agencies, beyond just content creation
  • The challenge and opportunity of embracing AI in agencies
  • How to be more systems and processes minded in how we operate
20 Jul 2020EP 250: State of the Agency 2020 Pt. II with Drew McLellan00:51:39

In my 250th (man, how times flies!) episode of Build a Better Agency, we look at the next set of client and employee-focused trends from the 2020 Agency Trends Report, picking up where I left off in episode #245, which was me walking you through the first half of the trends. The back half of the report covers everything from employee retention and happiness to the changing needs of your clients as they respond to current events. I am hoping these trends will give you a better idea of what we can do to adapt to this complex economic climate while protecting the health of our agencies.

Every summer, I consolidate the trends that I see every day in the 250+ small to mid-sized agencies we serve and distill them down for you so you can plan for these evolutions in our industry.

With everything going on right now, it is hard to dedicate the necessary time and mental space to focus on running your agency. But, paying close attention to the health of your agency and the trends that will impact its health, is more important than ever before. We have to carve out of the time to protect our businesses and I am hoping that taking a look at these trends will help you do that.

The State of the Agency 2020 will provide tons of insights to push through these difficult times and help your clients do the same.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here: https://www.whitelabeliq.com/ami/

Agency Leaders

What You Will Learn in This Episode:

  • Why agency leaders had to make concessions due to employment shortages and how that trend is shifting
  • How to regain control of your agency while maintaining employee retention and happiness
  • How to take advantage of the expanded talent pool created by the pandemic
  • Why our clients are looking to get a bigger share of wallet from their existing customers
  • How agencies can capitalize on the need for cause and social marketing
  • How agencies are stepping over the line and diving into sales strategies with clients
  • Why clients are seeking out brand activation
  • Best practices for embedded employees
  • How we can help our clients create and manage private communities that are loyal to their brand
  • New areas where agencies are making great money
06 Aug 2018Episode 148: Purpose-Filled Recruitment and Retention with Steve Lowisz00:57:33

If there is a common pain point for agency owners today -- it’s recruiting and retaining talent. It’s a conversation I am having every day and it’s more difficult than it’s been in quite a while. Unfortunately, I don’t see that trend reversing any time soon. Which means we’d all better improve our ability to keep the good ones that we either have or can attract. It’s starts with hiring the right person for the right reasons.

What are the most effective questions to ask during the interview process? What do you need to know about the candidate? What do they need to know about you, your agency and the culture there?

For my podcast guest Steve Lowisz, it all comes down to purpose. Are you clear on the purpose of the position your hiring for? Are deliverables clearly spelled out in the job description you are posting? It’s critical to discover if the candidate’s purpose actually aligns with your agency’s purpose, and if they do – you’d better have a plan for nurturing that shared passion.

Steve Lowisz is an expert on talent acquisition, talent assessment, personal development, diversity & inclusion, and business performance. He has more than two decades of research and practical business experience allowing him to serve hundreds of organizations and thousands of individuals.

As CEO of the Qualigence Group of Companies that he founded in 1999, Steve regularly contributes to Industry events and publications and has been featured in Fortune Magazine, CNN Money, The Detroit Free Press and on Bloomberg Radio.  

What you’ll learn about in this episode:

  • Why job descriptions often don’t provide the right information to get the right candidate for the job
  • How to look at capacity, character, competencies, and culture when interviewing candidates
  • How to discover what is motivating someone’s job search
  • Identifying what a candidate is looking for that they don’t have now
  • The different competencies needed for working on site compared with working remotely
  • How facts, feelings, focus, and fruit can help get you through difficult, honest feedback conversations
  • Numerous strategies for hiring and retaining great talent
  • How to engage on LinkedIn, rather than using it as an “as needed” resume database
  • Why having one-on-one meetings still matter and how to fill them with purpose

Ways to contact Steve:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

17 Feb 2020EP 228: Growing your agency from 5 to 200+ with Robert Glazer00:49:52

Robert Glazer is the founder and CEO of Acceleration Partners, a global marketing agency that specializes in partner or affiliate marketing. Initially, I planned on spending our time debunking the myths around affiliate marketing space (which we still covered), but our conversation took an interesting turn and instead we focused on Acceleration Partners’ growth journey. Robert described the transformation of his agency from five employees to several hundred in multiple countries – all in less than a decade. As you might imagine, it was not without some difficult crossroads.

Robert is the author of the new Wall Street Journal and USA Today bestseller, Elevate on how to build capacity while setting and achieving agency goals while helping the individual team members do the same. On top of sharing an agency leader’s perspective of the story behind Acceleration Partners’ growth, Robert discusses the inspiration behind his written content and what it means to him.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here: https://www.whitelabeliq.com/ami/

What You Will Learn in this Episode:

  • Robert’s role as the founder and CEO of Acceleration Partners
  • Robert’s view of affiliate marketing in the agency world
  • How Robert took his agency of five FTEs and grew it multifold
  • How agency culture played a role in the immense growth of Acceleration Partners
  • How Robert holds his team accountable for maintaining Acceleration Partners’ culture
23 Nov 2020EP 268: Successful business development strategies for agencies with Greg Jacobs00:59:58

Successful business development strategies are always a hot topic when I’m talking with agency owners. That was true before the pandemic, so you can imagine how often we’re talking about it now! Business development for agencies has made a 180 over the past decade. Have you changed the way you sell to keep current?

Greg Jacobs is the head of Strategic Partnerships at Schiefer Chop Shop, an Irvine-based brand transformation agency where he developed a unique recipe for successful business development strategies. He also led NASCAR’s unscripted content division and served as Head (SVP) of Monetization at Red Bull & Red Bull Media House. As you might imagine, with that background, he comes at prospecting for his agency in a very different way.

During our conversation, Greg walks us through his approach to creating successful business development strategies and offers up some suggestions for agency owners who are looking to hire a salesperson for their shop. It’s never too late to re-tool your own biz dev strategies and this episode is sure to point you in the right direction.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

 Successful Business Development Strategies

What You Will Learn in This Episode:

  • Greg’s approach to building successful business development strategies and how agency owners can use it in their own niches
  • Greg’s transition from content creation to biz dev
  • How Greg mediates between biz dev and content creation teams
  • How to attract and retain the right biz dev talent
  • What Greg does to differentiate his agency and make it stand out from the crowd
  • How content plays a role in Greg’s biz dev efforts today
  • How newcomers can be successful in an agency biz dev role

“Content can be a universal language. If a brand has an interesting story and you can tell that story in a short form piece of content, the brand now has an asset they can use across their owned and operated channels.” @GregoryJacobsCLICK TO TWEET“The key metric of any piece of content is engagement. Will they click on it, will they watch it, and will they stay for a period of time?” @GregoryJacobs” @GregoryJacobsCLICK TO TWEET“There is no biz dev rep worth their salt that will do one of two things: A) Work on commission only. And B) Claim they can close business in less than six months.” @GregoryJacobsCLICK TO TWEET“Successful business development strategies give reps a window of time to figure it out, proper onboarding, some kind of retainer, and the ability to maintain relationships post-close.” @GregoryJacobsCLICK TO TWEET“Successful business development strategies are all about finding a balance between what you want to make and what fits your partner’s brand.” @GregoryJacobsCLICK TO TWEET

Ways to contact Greg Jacobs:

Additional Resources:

27 Mar 2017Episode 77: How to Blend Content and SEO, with John Jantsch.00:50:28

John Jantsch is a marketing consultant, speaker, and author of “Duct Tape Marketing,” “Duct Tape Selling,” “The Commitment Engine,” and “The Referral Engine.” He is also the founder of the Duct Tape Marketing Consultant Network. His latest book, “SEO for Growth - The Ultimate Guide for Marketers, Web Designers, and Entrepreneurs,” is changing the way the world thinks about SEO.  

What you’ll learn about in this episode:

  • The big changes SEO has undergone recently
  • Why you need to re-engineer a client’s editorial approach when you're assisting them with an existing website
  • Some of John’s favorite web/SEO tools
  • Why content and SEO can’t be thought of as two different things
  • Big mistakes people make with SEO
  • How to charge for SEO and demonstrate ROI
  • How John uses an editorial calendar to plan and write all of his content
  • Why you need content built for every stage of the customer journey
  • Why SEO is all about consistency
  • Why backlinks are still important in 2017 and how to do them right without getting penalized
  • Resources that John recommends to grow your digital know-how

Ways to Contact John Jantsch:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

11 Dec 2023EP 427: Building an innovation strategy to co-create ideas with your clients with Atif Rafiq00:56:36

Agencies are under more pressure than ever to be innovative. While it used to be easier to solve your clients’ problems and wow them with a great solution, these days, it’s much harder to do that with the bar constantly moving. This is why it’s essential to develop an innovation strategy.

 

Wouldn’t it be nice to bring a lofty, innovative idea to a client and have them be over the moon and excited to be a part of the process? With the right innovation strategy, that dream can be a reality.

An innovation strategy can help your team jumpstart the creative and problem-solving process while leaving room for co-creation and collaboration with your clients. This streamlines the creative process and takes the pressure off you and your team to have all the answers while you search for the solutions to their problems.

Tune in to learn how your agency can become problem-solving and innovation experts by asking the right questions, enacting decisive decision-making, and building out a creative workflow.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

innovation strategy

What You Will Learn in This Episode:

  • The hardest part of innovation
  • Collaboration is key for driving innovation
  • Boiling down the “how” of problem-solving and innovation
  • Creating an upstream methodology — the question-asking stage
  • Getting a client to buy into an innovative idea
  • The importance of collaboration and outside input for an innovation strategy
  • The landmines to be aware of in the upstream production stages
  • Workshopping ideas to produce quicker outcomes
19 Jun 2017EP 89: Position your digital marketing agency through content with Simon Thompson00:45:28

Own a digital marketing agency? Learn how to keep content interesting and focused on business issues your clients are looking to solve.

Simon Thompson is the founder of Content Kite, a content marketing company that helps digital marketing agencies increase their quality and number of leads through content marketing.

Simon has held content marketing roles for some of the largest digital publishers in Australia such as Mi9 (Microsoft + Ch9), Daily Mail, and MTV. He’s worked on content projects for major global brands such as L’Oreal, Nissan, BMW, Adidas, Disney, and Mondelez, to name a few.

Whilst he was in a good place in his publisher roles in Australia, the entrepreneurial bug eventually took hold, and he decided to go out on his own and start Content Kite. He now runs Content Kite full-time and hasn’t looked back.

Digital-marketing-agency

What you will learn about a digital marketing agency in this episode:

  • How a digital marketing agency can keep its content interesting and on topic for the business issues and challenges your customers need to solve
  • Focusing all your content so it moves toward the same goal
  • Optimizing your content to collect email addresses and then regularly engaging with those people
  • How a digital marketing agency can effectively repurpose content across multiple mediums
  • The frequency with which you must create content
  • Why you should spend as much time promoting a piece of content as you do in creating it
  • Influencer outreach: how to actually motivate people to share your agency’s content by positioning them as authorities
  • Tools for mapping out an editorial calendar for your digital marketing agency
  • Why you must share a piece of content more than once
  • How Content Kite works with agencies to create amazing content
28 Dec 2015Episode 12: Growing Your Agency without Growing Pains, with Karl Sakas.00:46:44

Karl Sakas served as the #2 man in a couple different digital agencies before he created the Marketing Agencies community at Inbound.org, which has over 1,000 agencies in 48 countries. As president of Sakas and Company, Karl advises agencies worldwide about strategy, operations, and leadership.

He also volunteers as a bartender on a 1930’s railroad car. He has recently published a book entitled, “The In Demand Marketing Agency: How to Use Public Speaking to Become an Agency of Choice.”  

What you’ll learn about in this episode:

  • Why Karl launched Sakas and Company
  • High-growth agencies vs. lifestyle agencies
  • How agency owners can do what they love without getting sucked into the day-to-day client work
  • How to turn a high-growth agency into an asset that can actually be sold
  • Things that get in the way of the growth and scaling of agencies and how to fix them
  • Karl’s Time Bucket Template for improving time management
  • How agency owners looking to sell their agency should spend their time
  • Action steps agency owners can take to put these theories into practice

Recommended books and resources

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

04 Jun 2018Episode 139: Don’t force the fit – talking culture and clients with Raman Sehgal00:55:14

Every agency has an internal culture. The only question is – did you build it on purpose. Intentionality. That is the bottom line. If you want to consciously create your team’s functionality and effectiveness, what kind of clients you attract, and where your own focus should be – that takes intentionality. That level of thinking has helped Raman Sehgal build an agency that allows him to work with clients from all over the world and enjoy a staff retention rate of 80%.

Raman Sehgal is the owner of a UK-based marketing agency called Ramarketing, an award-winning, creative, digital and PR agency. They are in the business of helping fast-growing companies in the life science, pharma, and manufacturing sectors get noticed.

Nine years ago, he was working from a desk in his home. His agency has now grown the agency to a staff of over 20 and they working with clients across the UK, the US, and Europe, and still have the very first client that they landed almost a decade ago.

What you’ll learn about in this episode:

  • What it looks like to go from freelancer to running an agency
  • How the job of owner changes over the lifecycle of an agency
  • Why it’s possible to run an agency from a kitchen counter or a big corporate office
  • How most agency owners become accidental business owners
  • How Raman’s agency model compares to how a traditional agency runs
  • How to build a family first, work second culture in your business
  • What it takes to serve clients in multiple markets around the globe
  • The power of being “meaningfully specific” in an agency
  • Raman’s agency billing structure and the difference between billing by the hour for the US compared to the UK
  • Building a fee structure on deliverables
  • The correlation between giving clients a good return and the margin you receive on your work
  • The red flags you can use to vet prospects and make sure they are a good fit for your agency
  • How trying to make a difficult client happy can actually cost you and your staff
  • Best practices to keep your team productive

Ways to contact Raman Sehgal:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

11 Nov 2024EP 475: Thinking holistically about agency employee compensation, benefits, and perks with Drew McLellan00:39:37

Many agency owners reported in 2024 that one of the best things about their agencies are their employees. Despite continued biz dev struggles and slow sales cycles, agency owners have had a hard time shrinking their teams because they just love them that much.

So, this week, let’s talk about some of the ways we can think about agency employee compensation more holistically to show them our gratitude and continued support.

Agencies continue to be really competitive environments, and many of our best employees will inevitably be approached by recruiters and other agencies at some point in their careers. And the best way to keep them around is through their compensation packages.

But these shouldn’t just be about high salaries and bonuses. While important, that’s just the tip of the iceberg in showing our gratitude and support to our employees. In fact, the most impactful forms of compensation come from deeply knowing and respecting your team, and showing your personalized gratitude for their efforts and commitment to your agency.

Join me on this week’s solocast to dig a little deeper in how we can really get thoughtful about how we compensate our employees, not just with more money, but investing in their continued growth and your personal relationship with them.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

agency employee compensation

In This Episode:

  • Looking at agency employee compensation not as an obligation, but something you do out of gratitude
  • Using raises as a reward for employees adding more value to the agency
  • Giving bonuses or profit sharing to celebrate hitting monthly or quarterly goals as a team
  • How a good benefits package gives you a competitive advantage against other agencies
  • Personalized perks and thank-yous to reward individuals go a long way
  • How to know when one of your employees has gone above and beyond
  • Spending time getting to know your employees and caring for those personal relationships
  • Develop your compensation philosophy based on your goals and values
30 Nov 2020EP 269: Finding your niche in the agency landscape with Brent Weaver00:44:46

If you’re not new to the podcast or AMI, you know that I am a proponent of agencies differentiating themselves by finding a niche where they can develop a depth of expertise or a position of authority. It’s one of the core messages in the book I co-wrote with Stephen Woessner, Sell with Authority. Which makes Brent Weaver a kindred spirit! Brent Weaver shares our philosophy of niching down, and he joins me to talk about what he believes it takes to become an authority.

Brent is a former agency owner and now focuses on helping business leaders finding their niche. He currently serves as the founder and CEO of UGURUS, a business training and education company dedicated to helping business owners achieve freedom by owning their markets. His work focuses on helping clients overcome their dependence on referrals and word-of-mouth through developing thought leadership. If you didn’t get a chance to meet him during our previous conversation, check out Episode #66 where he explains how to turn a profit doing web dev.

In this episode of Build a Better Agency, Brent provides valuable insights about finding your niche. He shares his own experience on niching down so you understand what it takes to become the dominant player in a specific market segment, even in times of crisis. Learn how to find your market, own your market, and, as a result, scale your business.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Finding your niche in the agency landscape

What You Will Learn in This Episode:

  • The framework of Brent’s book, “Get Rich in the Deep End”
  • How finding your niche and serving that audience will make everything in your business easier
  • The difference between having a lot of clients in a niche vs. being an authority
  • Why niching down will enable your agency to thrive in good times and bad
  • How to find time to market your business amidst your chaotic schedule
  • What type of content is central to developing a position of authority
  • The correlation between niching and scaling a business
  • How niching goes beyond marketing

“Finding your niche and serving that audience will make everything else in your agency 10x easier.” @u_gurusCLICK TO TWEET“Having a select market and consistent deliverables makes it easier to sell. It also makes it easier to deliver results for your clients.” @u_gurusCLICK TO TWEET“It’s one thing to have a lot of clients in a niche. When you are the thought leader and the marketing authority in your niche, clients will start coming to you.” @u_gurusCLICK TO TWEET“When you’re a niche agency and times are good, you make more money than anyone else. And when times are bad, you get back on your feet quicker than anyone else because clients are not looking for a generalist.” @u_gurusCLICK TO TWEET“The more complex your business is, the harder it is to scale. Finding your niche simplifies the equation.” @u_gurusCLICK TO TWEET

Ways to contact Brent Weaver:

Additional Resources:

23 Sep 2024EP 468: What we get wrong about agency proposals and how to fix it with Emily Shapiro & Robin Boehler00:44:03

Agency owners and leaders are no strangers to proposal writing. But despite our vast experience, there are things we still get wrong, and there is always something we can improve — especially as the industry shifts and changes so quickly.

I got to sit down with Robin Boehler and Emily Shapiro from Mercer Island Group to talk about the often-overlooked pitfalls in our agency proposals. This conversation is a game-changer for anyone looking to level up their agency’s pitch game.

You might even see yourself in some of the examples of what not to do in an agency proposal, cover letter, or bio, but don’t be too hard on yourself. This episode is all about unlearning the bad habits so we can replace them with ones that will get you to that next conversation with a prospect.

Quality over quantity is the name of the game when it comes to winning new business with agency proposals. So, if you’re ready to transform your proposal process and start landing those dream clients, this episode is a must-listen.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

agency proposals

What You Will Learn in This Episode:

  • Unintentional errors agencies make that cost them new business opportunities in their proposals
  • Framing your proposal as client-centric instead of agency-centric
  • Crafting a story with an agency proposal
  • How to show a client you’re a good listener
  • The most common reasons why clients move on to a new agency
  • Using case studies to talk about other clients without going overboard
  • Making sure it’s not too hard for prospects to work with you
  • What we get wrong about our agency bios
  • Misunderstood agency proposal best practices
  • The most glaring mistakes we make with our case studies
22 May 2017Episode 85: The Top Agency Trends of 2017 (Part 1), with Drew McLellan.00:22:36

Drew McLellan is the Top Dog at Agency Management Institute. For the past 21 years, he has also owned and operated his own agency. Drew’s unique vantage point as being both an active agency owner and working with 250+ small- to mid-size agencies throughout the year, give him a unique perspective on running an agency today. AMI works with agency owners by:

  • Leading agency owner peer groups
  • Offering workshops for owners and their leadership teams
  • Offering AE bootcamps
  • Conducting individual agency owner coaching
  • Doing on-site consulting
  • Offering online courses in agency new business and account service

Because he works with those 250+ agencies every year — he has the unique opportunity to see the patterns and the habits (both good and bad) that happen over and over again. He has also written two books and been featured in The New York Times, Entrepreneur Magazine, and Fortune Small Business. The Wall Street Journal called his blog “One of 10 blogs every entrepreneur should read.”  

What you’ll learn about in this episode:

  • Why agency owners are confident again and why new business is easier to come by right now
  • The trend where talent inside agencies has become a scarce resource
  • What to do about having to hire underskilled employees
  • The challenge of providing clients with the right data
  • Having an answer when clients ask agencies about diversity
  • Opportunities for agencies with old school media
  • Why you have to be great at marketing automation

Ways to contact Drew McLellan:

11 Feb 2019Episode 175: Getting Employees to Think Like Agency Owners with Drew McLellan00:42:33

When I talk with agency owners, there’s one topic that often comes up in conversation. They say, “I wish my employees would think and act more like owners!” And my question back is, “why would they – they aren’t owners.”

Think about it. As the agency owner, you run the business, and you understand clearly what’s at stake every month. You stand to win or lose something each month when you make or don’t make your adjusted gross income (AGI), and the agency’s performance has a direct impact on your success. If the agency doesn’t do well – you’re the one who does not get a paycheck. But they do.

On the flip side, when the agency does very well, you reap the benefits of that windfall. You might pay out bonuses to your team but rarely do agency owners explain where the bonus came from or what was done to earn it.

Without similar incentives to meet targets, why would the staff feel a sense of ownership that drives their thoughts and actions?

This episode of Build a Better Agency is a solocast – and on it, I walk you through the AMI bonus programs that is designed to teach your team agency math (how we make and lose money) and create incentives so that they do start thinking and acting like an owner.

Ideally, a bonus program educates your team to think like owners, helps with retaining your best people, and shares the spoils from a good year. It also eliminates the obligatory year-end bonus that is not tied to anything but the calendar. As you know, if you give away a bonus a couple years in a row – without tying it to performance metrics, it becomes an entitlement.

Walk through the actual program with me on this episode and be sure to download the PDF so it’s easier to follow along.

What You Will Learn on This Episode:

  • How to incentivize employees to think like owners
  • Why automatic raises might start to backfire
  • Why you should divide quarterly bonus funds evenly
  • How to tell your team the story of why you did or did not hit your AGI target
  • How to be reasonably generous and not ridiculously generous with bonus programs
  • How to adjust AGI goals based on what happened in the previous quarter
  • Why a bonus program is a good retention tool
  • How to build behavioral incentives (continuing ed, time sheets) into your bonus program
  • Why a bonus program can replace conversations about raises

Drew McLellan is the CEO at Agency Management Institute. He has also owned and operated his own agency since 1995 and is still actively running the agency today. Drew’s unique vantage point as being both an agency owner and working with 250+ small- to mid-size agencies throughout the year gives him a unique perspective on running an agency today.

AMI works with agency owners by:

  • Leading agency owner peer groups
  • Offering workshops for owners and their leadership teams
  • Offering AE Bootcamps
  • Conducting individual agency owner coaching
  • Doing on-site consulting
  • Offering online courses in agency new business and account service

Because he works with those 250+ agencies every year — Drew has the unique opportunity to see the patterns and the habits (both good and bad) that happen over and over again. He has also written two books and been featured in The New York Times, Forbes, Entrepreneur Magazine, and Fortune Small Business. The Wall Street Journal called his blog “One of 10 blogs every entrepreneur should read.”        

Ways to contact Drew McLellan:

Resources:

06 Nov 2023EP 422: Optimizing agency operations with 90-minute business ‘sabbaticals’ with Alyson Caffrey00:54:17

Usually, a sabbatical is for people who need time to rest and recharge. But did you know that sabbaticals are important for your agency operations, too?

 

This week, we’re taking a different approach to the ongoing conversation we’ve been having about systems and processes, agency operations, and ways to optimize your business growth. From Alyson Caffrey’s perspective, it’s not just employees and agency owners who need time to rest and recharge — your business does, too.

Blocking out time to work on biz dev and improving systems and processes is the break your agency needs in order to grow. Like training for a marathon, an agency needs time to rest and create muscle memory around new agency operations.

With these dedicated mini sabbaticals, not only will your agency be more optimized, but it will increase your agency value when it’s time to start working on succession planning. You literally can’t afford not to try this method out.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

agency operations

What You Will Learn in This Episode:

  • The two traditional forms of sabbaticals people take
  • What is an agency sabbatical?
  • How we can weave sabbaticals into our daily, weekly, monthly, and quarterly routines
  • Setting boundaries that help you weave rest into your work routine
  • What it means to allow rest for the agency
  • How to retrain your team to protect their time and use it purposefully
  • Getting agency operations to function flawlessly without bottlenecks
  • Identifying which systems and processes to document and how to break them down into more manageable pieces
  • Starting where you’re at without pressuring yourself to be perfect
27 Jun 2022EP 351: Using 6-week cycles to optimize agency operations with Joe Martin00:45:42

We all wish we had more time in our schedules, right? We long for a day without interruptions so we can just focus and do our best work. Or, even worse, we’ve finished all of our work, and now we don’t know what to do with ourselves. These are two different problems, but, according to today’s guest, both have the same solution that starts in our agency operations.

This is where Joe Martin has a thing or two to teach us. He changed how his entire agency operates and meets its goals by switching to a 6-week cycle work schedule. This means four weeks on, two weeks off, and a lot of room for adjustment and flexibility for maximum efficiency.

Today, he teaches us how this benefits every level of agency culture, how to begin implementing it into your agency, and why it’s so effective. We’ll also learn why it might not be the best idea to bring this structure into your dating life.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Agency Operations

What You Will Learn in This Episode:

  • How to maximize efficiency and productivity in your agency
  • Why it’s not about the hours we’re buying from employees, but rather their skills and ability to accomplish tasks
  • How to break the 40-hour work week mindset and have more productive employees
  • Why it’s important to learn what value you are offering to clients before implementing a strategy
  • What is a 6-week cycle, and why does it work so well for agency operations?
  • How to begin implementing this structure into agency culture
  • Why this structure is even better than the popular 4-day work week model
26 Aug 2024EP 464: Merging storytelling with sales for decreased sales cycles with Stephen Steers00:44:50

For many agency owners, sales is a necessary evil. For others, it’s your natural gift, and you look forward to doing it. Either way, you can always benefit from making it easier and better for you.

One of the biggest benefits we cover in today’s episode is shortening the sales cycle. Many agencies struggled with elongated sales cycles last year, but that doesn’t need to become par for the course. Stephen Steers joined me on the podcast to teach us how storytelling in sales is one of the most effective ways to make sales faster and easier.

He shares a ton of nuggets of info from understanding why people buy, why agency owners need to stay in contact with prospects (and how), and how to use storytelling to catch the attention of prospects and keep them interested.

The bottom line is sales doesn’t have to feel icky. By embracing storytelling, you can build trust, forge deeper connections, and get prospects excited to work with you.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

sales cycle

What You Will Learn in This Episode:

  • Why founders and agency owners should aim to fire themselves from sales
  • The Magnificent 7 reasons why people buy
  • Maintaining relationships with prospects throughout the sales cycle
  • What is storytelling in sales?
  • Unlocking urgency for prospects
  • 4 questions to ask yourself before telling a story to a prospect
  • Why storytelling is so effective and what we get wrong about it
  • Preparing for 3 types of objections from prospects
  • The AREA Framework
07 Nov 2022EP 370: The ultimate guide for investing in star employee retention with Drew McLellan00:33:24

For 2021 and 2022, we’ve been in a job seeker’s market where potential employees have more power to make demands. But now, this period is cooling off as we head into a recession. This means you should be able to find good talent for less money and with fewer demands.

We know it’s hard to compete with big corporations for what we can offer, but many people choose to work with agencies because they’re unique and go against the corporate grain. So once you have your star employees, how do you keep them around? This solocast, I’m focusing on how to invest in employee retention, particularly for your star players.
This episode will cover three key areas where you can get creative in making your team feel valued and how to implement them in meaningful ways. It’s time to put your money where your mouth is and show your team that they matter — because that’s almost half of the employee retention recipe. Stick around for the full episode to learn the rest!

For 30+ years, Drew McLellan has been in the advertising industry. He started his career at Y&R, worked in boutique-sized agencies, and then started his own (which he still owns and runs) agency in 1995. Additionally, Drew owns and leads the Agency Management Institute, which advises hundreds of small to mid-sized agencies on how to grow their agency and its profitability through agency owner peer groups, consulting, coaching, workshops and more.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

What You Will Learn in This Episode:

  • The biggest challenge for agency owners in 2021 and 2022
  • How to creatively compete with big corporations in your employee compensation
  • Why it’s so important to invest in your employees’ career growth
  • What star players look for when choosing to work with an agency
  • Developing a greater purpose for the work you do
  • Why your employees care more than just money
  • How caring more will make your team stick around longer
03 Jun 2024EP 452: Expanding your agency talent pool with international employees with Kim Walker00:53:54

Agency owners who want to scale their business often run into a chicken-and-egg situation. To scale and grow sustainably, you need to hire more people. But to be able to hire more people, you need to scale and grow to have the money to do so.

This is where hiring international employees can help solve your problems.

This week, we’re diving into the growing trend of hiring full-time international employees with Kim Walker. Kim and her husband Brian initially had reservations about hiring international workers for their agency but quickly realized the immense benefits to them and the people they were hiring.

Kim details her thorough hiring process, how she overcame cultural barriers, the amazing talent and value international hires bring, and the life-changing impact it has had on their agency. We also touch on common concerns like pay rates, taxes, benefits, and time zones.

Whether you’re struggling to find affordable talent locally or just want to build a dynamic, multinational team, this episode is a mini crash course in finding incredible international employees to help supplement your U.S. team.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

international employees

What You Will Learn in This Episode:

  • How Kim and her husband got the idea to hire international employees
  • How they started the process of finding international talent
  • The worries they encountered when making their first international hire
  • Average pay for international employees in the Philippines
  • What they learned about hiring foreign workers
  • How the hiring process differs from stateside interviews
  • The secret lies in strong core values
  • Weaving different cultures into the agency’s culture
  • Taxes and benefits for foreign workers
  • The mistakes they made and what they learned from them
25 Dec 2023EP 429:Core principles to help agency owners own their day with intentionality with Doug Fleener00:42:10

It’s easy to get caught up in the chaos of day-to-day agency life. We all have a million things on our to-do lists, and they just keep growing. But part of being a successful agency owner is being present and open to what’s right in front of you.

 

Doug Fleener knows all about what it means to run a business intentionally. With history as a business owner and a rock bottom moment that led him into recovery, he’s had to learn some truths about life the hard way. But from that, he has developed some core principles to help business and agency owners live more intentionally.

His six core principles can help anyone start their day on the right foot to make incremental but powerful life changes. All it takes is one day to wake up and decide to make positive changes, and if you take anything away from this episode, it’s that intentional actions create intentional results.

This episode is packed with action items that are not only simple concepts but also easy to implement. I have no doubt that Doug will leave you feeling inspired and ready to start 2024 with a fresh set of eyes and a renewed inspiration to take intentional action toward making your year great.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

core principles

What You Will Learn in This Episode:

  • Learning to live in the day and making each day a little better
  • Taking responsibility of yourself to make positive change
  • Intentional actions create intentional results
  • Practicing relentless simplicity in life and business
  • Thinking of 3 things you can improve each day
  • Micro habits that feed greater improvements
  • Helping others to help yourself
  • Mastering the ability to be present
  • Having more intentionality throughout your day
  • Implementing the 6 core principles and applying them to your business
15 Feb 2016Episode 19: Systems Lead to Scale, with Brian Shea.00:43:35

Brian Shea is the founder of Shea Consulting where he helps companies streamline their business development systems so they can enjoy consistent, sustainable success. Most business owners flinch at the word “systems” but in reality a system that is simple and repeatable helps free business owners to be more creative, more successful and more profitable.  

What you’ll learn about in this episode:

  • Brian’s background in consulting
  • What is keeping smaller companies from utilizing processes and systems
  • Why systems and processes are so crucial for scaling
  • Freeing up capacity through delegation
  • Why processes and systems can often fail inside agencies
  • Making sure the system or process matches the actual problem
  • The four-step assessment Brian uses with his clients for finding the right systems
  • The importance on getting clear with specific goals
  • Who in an agency keeps systems from succeeding
  • How to bring processes to agencies that pride themselves on their creativity
  • What happens when systems aren’t put in place
  • How to solve the scope creep problem
  • What systems every agency needs to have
  • What you can do today to begin being more process driven

Ways to Contact Brian Shea:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

26 Sep 2022EP 364: Marrying creativity with technology for brand awareness innovation with Alvaro Melendez00:52:13

What do you think of when you hear about Disney? Fireworks, castles, and happy families all probably came to mind for a moment. But you probably didn’t think of dishware — and we’re not talking about those cups from the 90s with Lion King characters on them that were in every family’s kitchen cabinets.


Today’s guest, Alvaro Melendez, knows brands deeply in a way that most of us could never even imagine. If you think you know the core of what makes a brand who they are, think again. Alvaro has been developing and using machine learning to measure brand awareness or “Brand Love” for years to help companies, both big and small, understand what makes people connect with them.

In this episode, we discuss how Alvaro uses technology to help brands reach a bigger audience. He speaks about how to advertise effectively, how DEI is imperative for brands, and how creativity and technology go hand-in-hand in brand innovation.

And, if you’re still wondering why Disney is defined by dishware, you’ll just have to tune in to the podcast to get your answer.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

brand awareness

What You Will Learn in This Episode:

  • How Alvaro and his team are using machine learning to make brands trackable
  • Why organic social is the best way to advertise and promote your brand
  • How machine learning has taught major brands things they never knew about themselves
  • What the PPAI branding framework is, and how to use it to identify major brand metrics
  • How smaller agencies can learn from the experimentation of big brands
  • The importance of making DEI (diversity, equity, inclusion) a huge part of your brand identity
  • Why creativity and storytelling must still be people-centered and collaborative in an automated world
15 Jul 2024EP 458: Building a better pitch deck that gets you hired with Tom Martin00:57:37

When you’re stacked against other agencies with the same awards, credentials, and impressive case studies as you, it’s tough to stand out above the rest. But with the right pitch deck, you’re sure to catch the attention of your ideal clients.

This week, Tom Martin is teaching us a few things about crafting the perfect pitch deck that moves beyond just impressing clients, but making them remember you over the rest. You already have their attention just by getting the meeting, but your pitch deck is what will ultimately make you the undeniable choice in the end.

Tom shares his thoughts on strategic repetition, the science behind the pitch deck, and what agencies most often get wrong when building their decks. This episode is packed with tons of golden nuggets and actionable insights about what will make you the most memorable agency in the room.

Stop making easily fixable mistakes that could cost you right-fit clients, and join us to learn everything Tom can teach us about building a better pitch deck.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

pitch deck

What You Will Learn in This Episode:

  • The purpose of a pitch deck
  • The science behind an effective pitch deck
  • What makes us lose our audience while we are presenting
  • Agencies have earned the right to be in the room and should act like it
  • Taking your client on a journey with you during the pitch
  • Why you might want an appendix in your pitch deck
  • How to design slides for memorability and information flow
  • Getting scientific about strategic repetition
  • The most critical part of the pitch deck
  • Don’t just show up and throw up
29 Aug 2022EP 360: Thinking toward the future in your succession planning strategy with Drew McLellan00:27:28

When you’re running an agency, you know you will not have it forever. While your goal could be to sell it eventually, you must consider retirement, career pivots, or plain old ownership fatigue as part of your succession planning strategy.

Most of us aren’t thinking about what’s happening 3, 5, or even 10 years down the road in day-to-day agency operations. But, it’s very important to understand how your decisions today could impact the future value of your business. Today’s solocast covers everything you need to know about what you should focus on to increase your valuation and why it matters to start thinking about your succession planning strategy right now.

For 30+ years, Drew McLellan has been in the advertising industry. He started his career at Y&R, worked in boutique-sized agencies, and then started his own (which he still owns and runs) agency in 1995. Additionally, Drew owns and leads the Agency Management Institute, which advises hundreds of small to mid-sized agencies on how to grow their agency and its profitability through agency owner peer groups, consulting, coaching, workshops and more.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.
Succession planning strategy

What You Will Learn in This Episode:

  • Why your agency isn’t as valuable as you might think
  • The importance of thinking toward the future when making current agency decisions
  • The recipe to increase your agency’s valuation when it’s time to sell
  • Why profitability and where it’s coming from matters
  • Why you should be making yourself irrelevant as your agency grows
  • How agency culture plays a role in your succession planning strategy
  • Why you should avoid “gorilla clients” that make up too much of your AGI
  • Where else you should invest your money outside of the agency
26 Dec 2022EP 377: Creative thought leadership — bringing your book idea to life with Henry DeVries00:52:41

With agency ownership comes big ideas, a lot of creative energy, and infinite passion for your work. Chances are you have a million ideas floating around your head with nowhere to put them. Why not compile them into a book?

We’ve talked about why creative thought leadership matters for finding right-fit clients and aids in biz dev for your agency. This week, I’m bringing back Henry DeVries to discuss finally putting all those ideas into action and writing your book.


We have a fun episode planned today with tons of advice for creating the blueprint for your book, how to finally get started with writing (and get help doing it), and some of the common roadblocks we create for ourselves when it’s time to finally go to the printer.


A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.
creative thought leadership

 

What You Will Learn in This Episode:

  • Building the blueprint of your book
  • 7 questions to answer when creating the book outline
  • Why writing is a team sport
  • How to solo write a book in a way that’s manageable (if you choose to go it alone)
  • The best approach to co-authoring a book
  • Discovering your hidden assets and turning them into content
  • The roadblocks we create for ourselves in the final stages of publishing
15 Jun 2020EP 245: State of the Agency 2020 Pt. I with Drew McLellan00:46:12

The past three months have felt like a bad sci-fi movie. As agency leaders, most of us have navigated the economic struggles right after 9/11 and the great recession of 07-08’. But nothing has come close to the economic, health, and social impacts that we’ve experienced recently. But we need to stay smart and fight our way out of this economic slowdown. I want to share some trends that will help you do just that.

COVID continues to be a major topic of discussion throughout the world. It is still a hot button issue as many agency leaders work to stabilize their operations. However, the pandemic has had to share the spotlight with the global conversation about racism and it’s reasonable to assume these are both conversations and realities we’re going to be wrestling with for the foreseeable future.

In this episode of Build a Better Agency, as I have every summer, I want to look at the trends that are impacting our industry. A couple of them have been altered by COVID but most of these are trends I was talking about in early 2020 and they’re as relevant today as they were in January.

With everything going on right now, it is hard to dedicate the necessary time and mental space to focus on running your agency. The health of your agency is more important than ever before. We have to carve out of the time to protect our businesses and I am hoping that taking a look at these trends will help you do that.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here: https://www.whitelabeliq.com/ami/

What You Will Learn in This Episode:

  • Why the health of our agency is so important in the big picture
  • How to tee up your agency for a great 2021
  • What you can to start thriving right now
  • Trends that agency leaders should be watching for in 2020-2021
  • Why AMI agencies have been so much more profitable than average privately held agencies
  • How our clients’ needs have changed this past year
  • What we can do to map out our sales funnels and increase efficiency
  • How to take control of the sales cycle by being direct
  • Why agency leaders have become a bottleneck for strategy
  • Why we are seeing more employees buy minority stakes in their agencies
20 Mar 2023EP 389: Infusing innovative ideas into your agency operations with Stan Phelps00:53:58

You need innovative ideas to stand out and be ahead of the curve. We often get caught up in the chaos of day-to-day agency operations and retreat into the comfort zone of doing things the same way we’ve always done them.

Today, we’re talking you out of that way of thinking and giving you an entirely different framework for approaching client projects. Stan Phelps, an author and keynote speaker with prior agency experience, has a whole new way of thinking about client projects and asking the right questions to build out innovative ideas that will keep clients coming back to you for more.

 

When we make the time, space, and budget to allow our teams to think outside of the box and take more creative risks, we make space for better, more trusting clients who know you’ll hit a home run for them every time.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.
innovative ideas

What You Will Learn in This Episode:

  • Creating innovation through action and insights
  • Why we need to be incentivizing our teams and clients to think outside the box
  • The IDEA Framework for mapping out innovative ideas
  • Sometimes it’s about learning what our clients don’t value
  • Using attribute and journey mapping to learn about customers and how they interact with us
  • How to start asking your clients the big questions that lead to big ideas
  • What to internally evaluate before taking your ideas to a client
  • How to infuse innovation into agency operations as an agency leader
13 Jun 2022EP 349: Attracting and retaining the best employees with Heenle Turner00:48:05

The market right now for attracting and retaining the best employees is insane. It feels like only three people on the planet are looking for work, and they all want $3 million, plus a signing bonus. Owners are in panic mode when they think about attracting and retaining the best employees. They’re struggling to find good candidates. Or, by the time they get a candidate through their 12-step process, they miss out because they accepted a different position.

So how in this environment should we be hiring? What should the process look like?

I invited Heenle Turner to join me for this episode of Build a Better Agency because she holds the golden ticket to your agency having a great rest of 2022.

She believes that not only should we all have a 5-star employee, but that we should have ALL 4- and 5-star employees in our agencies. She believes that this is absolutely possible and critical to our success.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.
Attracting and retaining the best employees

What You Will Learn in This Episode:

  • What does a 5-star employee look like, and why Heenle believes you can have an agency full of them
  • How you can level up your employees, especially in this market when it’s hard to find anyone to take a job
  • How you can find, hire, and keep 5-star employees
  • What are the five distinct qualities of a 5-star employee
  • What are the 11 universal qualities 5-star employees share
  • What questions should you ask during an interview to ferret out if someone is a 5-star candidate before you hire them
27 Jul 2020EP 251: The science of marketing with Patrick Renvoise00:57:47

As agency owners, we are constantly searching for new ways to harness the power of persuasion and trigger an audience’s buy-button on behalf of our clients. Understanding what’s happening inside the consumer’s head and what drives their behavior is where that effort begins. We’ve always worked to understand how audiences in the past, but what if we could leverage data and science to crack the code and target the decision-making part of a prospect’s brain?

As a neuroscientist and an agency owner, my guest Patrick Renvoise bridges the gap between science and marketing so agency owners can understand what makes different audiences tick.

He has taken an entirely new approach to persuasion that enables agency owners to better recommend marketing solutions to their clients by explaining the science behind them. It is one of the many reasons Patrick co-founded SalesBrain, the world’s first neuromarketing agency, where he currently serves as the Chief Persuasion Officer.

In this episode, we’ll explore the science behind human decision-making and how we can harness that for our agencies and our clients.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Agency Owners | The science of marketing with Patrick Renvoise

What You Will Learn in This Episode:

  • How the brain reacts to persuasion
  • The role of the primal brain in decision making, and how to reach it
  • The six stimuli of the primal brain and how to leverage them in your work
  • Why logical and emotional messaging is not enough to impact your customer’s decision
  • How to position your agency against all of the other agencies in the landscape
18 Dec 2017Episode 115: Use Your Agency Profits to Invest For Retirement, with Drew McLellan00:18:32

Drew McLellan is the CEO at Agency Management Institute. For the past 23+ years, he has also owned and operated his own agency. Drew’s unique vantage point as being both an active agency owner and working with 250+ small- to mid-size agencies throughout the year gives him a unique perspective on running an agency today.

AMI works with agency owners by:

  • Leading agency owner peer groups
  • Offering workshops for owners and their leadership teams
  • Offering AE bootcamps
  • Conducting individual agency owner coaching
  • Doing on-site consulting
  • Offering online courses in agency new business and account service

Because he works with those 250+ agencies every year — he has the unique opportunity to see the patterns and the habits (both good and bad) that happen over and over again. He has also written two books and been featured in The New York Times, Entrepreneur Magazine, and Fortune Small Business. The Wall Street Journal called his blog “One of 10 blogs every entrepreneur should read.”  

What you’ll learn about in this episode:

  • Agency ownership is challenging – be sure you maximize the benefits as well
  • Get real about your compensation – chart out all of the ways the agency compensates you with pre-tax dollars for things you’d spend post tax dollars on otherwise
  • All of our compensation isn’t monetary. You also have other amazing benefits and perks that come with owning the joint
  • Putting your agency at the core of your retirement plan -- even if it doesn’t sell (most don’t)
  • Building your wealth outside your agency while you still own it
  • The danger of leaving too much of your own money inside the business
  • Ways to invest your agency profits

Ways to contact Drew McLellan:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

01 Feb 2016Episode 17: Capitalize on the New Frontier of Customer Service, with Jay Baer.00:46:34

Jay Baer is known for many things. He’s the world’s most retweeted digital marketer. He is also a renowned business strategist, keynote speaker, and The New York Times bestselling author of five books.

He also travels the globe helping people get and keep more customers. He’s the founder of Convince & Convert, a strategy consulting firm that helps prominent companies gain and keep more customers through the smart intersection of technology, social media, and customer service. His company’s media division owns the world's number one content marketing blog, the world’s top marketing podcast, and many other educational resources for business owners and executives.

Jay has created five multimillion-dollar companies and is an active venture capitalist and technology advisor as well as an avid tequila collector and certified barbeque judge. His new book, Hug Your Haters, is coming out on March 1st.  

What you’ll learn about in this episode:

  • Jay’s new book “Hug Your Haters” and what you need to know about the people who complain on social media
  • How to use this information to increase your customer advocacy
  • Why complaints are going to continue to go more and more public
  • Defining customer experience in the modern age
  • Why this creates enormous opportunity for B2B buyers
  • Why haters are your most important customers
  • The problem with surveys
  • The Honest Audit: what this is and how to put it into place
  • Things that agencies have to be careful of when discussing these issues with clients
  • Software solutions that agencies of all size can leverage
  • How agencies should package and price this sort of work
  • What agencies can do right now to get started

Ways to contact Jay Baer:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

14 Jun 2021EP 297: All about content marketing with Joe Pulizzi00:52:33

As Stephen Woessner and I teach in our book Sell With Authority, it’s critical for agencies to use content to attract their right fit prospects. When it’s done well and consistently, it can give an agency an unfair advantage over all of their competitors. But what exactly does doing it well mean these days?

Author, speaker, and entrepreneur Joe Pulizzi is credited with coining the phrase “content marketing”. His focus is on teaching marketers how they can build a business by being helpful more than relying on more aggressive selling tactics. He brings a lot of passion and enthusiasm for the work that he hopes will inspire your successful game plan.

In this episode of Build a Better Agency, Joe and I discuss the various aspects of content marketing. We look at how it has changed, what is being done wrong, and the many ways to improve your content strategy. We also discuss exit strategies, the importance of building a community, and new ways to think about niche marketing.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Content marketing

What You Will Learn in This Episode:

  • What has changed in content marketing and why it changed so fast
  • What is being done wrong by many agencies?
  • The need for consistency
  • The importance of exit strategy planning
  • Can a generalist agency employ a content strategy?
  • Why you need to build a community
  • How to build patience into your lead generation
  • Niche marketing
02 Nov 2020EP 265: Should your agency niche down and specialize? with Drew McLellan00:48:51

It’s an age-old discussion. Should an agency specialize and focus on specific niches or should they be a generalist? If you’re familiar with AMI or have read the book I co-wrote with Stephen Woessner (Sell with Authority), you know that I believe there are some huge advantages to claiming your authority position and being a specialist. You don’t have to take my word for it – in this episode, I am going to show you some data to make the point.

But, even if you choose to remain a generalist, that doesn’t mean you can’t have a rock-solid sales strategy that keeps your pipeline full and attracts your best-fit prospects. It’s going to take longer but you can get there.

In this episode of Build A Better Agency, I want to walk you through the stages of an agency’s biz dev evolution and the potential power of holding a position of authority so that prospective clients hunt you down and ask if they can be your client.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here: https://www.whitelabeliq.com/ami/

Agency Owners | Should your agency niche down and specialize?

What You Will Learn in This Episode:

  • Why agencies who specialize have a distinct advantage when it comes to sales and retention
  • Why referrals shouldn’t be the only way you grow your agency
  • The goal today for agencies is to be sought after
  • The evolution of how agencies sell
  • The importance of developing thought leadership and expertise within a niche
  • The research data behind how and why agencies get hired
  • How to carve out a position of authority and sell from that position
01 Mar 2021EP 282: How to tackle DIY research in your agency with Matt Seltzer00:49:01

Back in the good old days (pre great recession) agencies used research to make their work smarter and more effective. But it became a luxury we trimmed out as we had to squeeze budgets. As we emerged from the recession, we dismissed research as expensive and didn’t build it into our recommendations as often as we should. But what if we could benefit from the insights research provides without busting the budget?

This week’s guest Matt Seltzer has worked in several agencies in a research capacity. A couple years ago he started a market research firm specifically to partner with ad agencies to create more revenue streams and gather insight for themselves and their clients.

In this episode of Build a Better Agency, Matt and I talk about the many ways agencies of any size can utilize DIY research to build better pitches and client work. We discuss options for reducing bias, increasing response, and minimizing survey fatigue. We also explore ways to approach clients about investing in research, different ways to utilize the insights, and specific areas where agencies get research wrong.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

DIY research

What You Will Learn in This Episode:

  • Effective DIY research options
  • The benefits of simple surveys
  • Why customer personas are helpful
  • The way to increase survey response
  • Ways to reduce bias in DIY research
  • Why clients appreciate research
  • How to avoid survey fatigue
  • How to approach a client about adding research
  • Different ways to use the research insights
  • Misperceptions that keep us from DIY research
  • Ways agencies get research wrong
22 Aug 2016Episode 46: Extreme Leadership, with Steve Farber.00:54:08

Steve Farber is listed as one of Inc’s global Top 50 Leadership and Management Experts. He is a Leadership Pioneer, Strategist, Keynote Speaker, and Bestselling Author on Extreme Leadership. His expertise is in creating organizational cultures where leadership is not just an opportunity and obligation for those in authority, but for everyone at all levels.

Steve is the President of Extreme Leadership, Inc, and the founder of The Extreme Leadership Institute, organizations devoted to the cultivation and development of Extreme Leaders around the world. His accessible, deeply inspirational, and eminently practical Radical LEAP framework is widely used across the business, non-profit and education spectrum. He has been credited with redefining leadership in deeply personal yet practical terms and re-energizing thousands of people to make a significant difference in their businesses, lives, and the world around them.

His third book, “Greater Than Yourself,” was a Wall Street Journal® and USA Today® bestseller. His second book, “The Radical Edge,” was hailed as a playbook for harnessing the power of the human spirit. And his first book, “The Radical Leap,” is already considered a classic in the leadership field. It received Fast Company magazine’s Readers Choice Award and was recently named one of the 100 Best Business Books of All Time.  

What you’ll learn about in this episode:

  • Defining “Extreme Leadership”
  • What an extreme leader does
  • Love in the business place
  • Putting in more energy into your business than you take out
  • Why leaders need to be audacious and willing to fail
  • What agency owners can do to become more audacious
  • How a business that embraces extreme leadership looks different
  • Steve’s book “Greater Than Yourself”
  • How to become one of the greatest leaders by lifting others up
  • What agency owners can do right now to start working on the ideas from this episode

Ways to Contact Steve Farber:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

14 Sep 2020EP 258: How to become a more effective agency leader with Elise Mitchell01:03:13

Many of us have earned our MBAs in leadership over this past year. As we wrap up 2020, we have some ground to make up and we can’t do that alone. We need to inspire our teammates to rise to the occasion, overcome their personal speed bumps, and build momentum as we drive to the end of the year. Elise Mitchell’s experience running agencies and coaching business owners provides actionable clarity on how we get there.

Elise Mitchell started Mitchell, her PR firm back in the nineties grew it to a seventy-person shop before selling it to Dentsu in 2013. What she loved most about the agency business was building young leaders so she built a leadership training program over the last several years. She works with emerging leaders, business owners, entrepreneurs, agency leaders, and a variety of others.

In this episode of Build a Better Agency, I pick Elise’s brain about how we, as agency leaders, can get the most from our teams during these critical months. Elise’s wide range of expertise can help us inspire and coach our team to a new level of greatness.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Agency Leaders | How to become a more effective agency leader

What You Will Learn in This Episode:

  • Elise’s transition from agency owner to leadership coach/consultant
  • How agency leaders can better lead their teams through change
  • Why agency owners should acknowledge that it’s okay not to have all the answers
  • Critical mindset shifts that enable us to find opportunities in times of uncertainty
  • How to bring your team through change when everybody is not on board
  • How to empower your employees by helping them discover their own insights
  • How to become a more mindful leader and avoid succumbing to burnout
31 Jan 2022EP 330: How to grow your book of business with Drew McLellan00:26:23

Agency business development has to consider many things when setting goals. There is new business to be found, existing business to expand, and lost business to make up for. It can be difficult to juggle all of this information as the agency owner, but it can be challenging for an agency’s AEs who aren’t clear on how to best leverage their position.

Today’s episode continues the series dedicated to improving your biz dev efforts. The first three episodes were focused on you as the business owner, but here in Part 4, we shift the focus to your AEs and helping them grow their book of business and your agency’s bottom line.

There are many ways AEs can be better equipped, and it starts with giving them a stronger toolbox. Their outside perspective is a huge asset that is often overlooked, but they first need to understand “agency math” and exactly what you need from them. Their book of business is key to your agency’s success, and only by clarifying, training, and mentoring can they make the most of it. When they are given the tools and the space to make informed decisions, you set them–and your agency–up for success.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Book of Business Growth

What You Will Learn in This Episode:

  • What agency owners get wrong with their new business goal numbers
  • How to plan for attrition
  • Understanding “agency math”
  • Tips for helping AEs grow their book of business
  • How to utilize your AEs outside perspective
  • The agency owner’s role in helping AEs grow business
30 May 2022EP 347: Your agency after you: Legacy planning with Andrea Shoup00:46:01

What happens to our agencies when something happens to us? No one likes to think about the day that they’re no longer around, and it’s no secret as to why. The conversation can feel more than a little uncomfortable. But as agency owners, it’s one that’s far too important for us to avoid or ignore. If we want to ensure that our businesses —and more importantly —our people will be taken care of should the unexpected happen, then we need to make sure that we have a plan in place that allows our agencies to keep living on even after we’re gone.

On this episode of Build a Better Agency, I sit down with attorney Andrea Shoup to start the conversation and hopefully, to help you all do the same. Andrea holds a depth of expertise in both estate planning and business law — making her the perfect person to help us wrap our heads around this tricky but critical subject.

During our conversation, Andrea offers up her invaluable insights into navigating different succession plan options, learning how, when, and with whom those plans need to be created and communicated, and what happens when we don’t have a contingency plan in place.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.
legacy planning

What You Will Learn in This Episode:

  • How legacy planning can protect your business —and your people— should something happen to you
  • The key differences between a will and an estate plan
  • Everything that goes into a contingency plan — and how to get yours started
  • Who needs to be involved in your contingency planning, and how those plans should be communicated
  • How long it will take you to gather the information you’ll need for your plans
  • What happens when we DON’T have a contingency plan in place
  • When is the “right time” to start planning your agency’s succession?
11 Sep 2023EP 414: 9 traits that will make your agency known for its best-of-class service with Susan Quinn00:50:52

Does your agency have what it takes to provide best-in-class service to your clients? According to Susan Quinn’s research, there are 9 traits that an agency should have in order to get there.

 

It’s not always about being the fastest or having the best prices. In fact, it’s almost never about price when you’re providing top-notch service. What it ultimately comes down to is living by your agency’s core values, innovation, and an intense focus on quality.

Susan Quinn and her team have been living by these traits so well that they began studying them to find out just what makes the best client experience and best-in-class service. So, if you’re ready to take your agency to the next level and partner with next-level companies, tune in to learn how they constantly improve their client experience and how you stack up against the competition.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

best-of-class service

What You Will Learn in This Episode:

  • The basis for the research about the 9 traits of agencies with best-in-class service
  • Breaking down each trait
  • Why adopting the 9 traits will set your agency up for continued growth
  • How Susan’s agency conducted their research
  • The 3 ways C-Suite employees categorized their best-in-class status
  • How niching down has changed Susan’s agency over decades
  • The importance of partnering with other agencies with the same core values
  • Why you and your agency should always be learning and innovating
19 Mar 2018Episode 128: The latest agency evolution with Robert Rose00:52:50

The truth is that our world as agency owners is in constant flux. Think back to the Mad Men days when we didn’t charge clients anything for creative or strategy. We lived and died off media commissions. That wasn’t hundreds of years ago, that was just a few decades ago. So it’s no big shock that our industry is, yet again, undergoing a transformation.

We’ve seen it coming for a while and for many of you, this may be something you’ve already been thinking about or experimenting with inside your shop.

Most agencies have been playing footsie with content. Your shop may be the exception but for most agencies, they’re good at creating content in volume but we’ve been too focused on getting done and not the true strategy underneath. It’s time for us (for both ourselves and our clients) to get serious about what thought leadership means, owning a distinct point of view/position and leveraging that point of view to generate revenue.

That’s why I was excited to have Robert Rose on the podcast. Robert’s most recent book that he published in September with colleague Joe Pulizzi from Content Marketing Institute is called "Killing Marketing” and it’s going to really stretch your mind in terms of what is possible and what’s coming next for us as agency folks.

Robert Rose is the Founder and Chief Strategy Officer of the Content Advisory which is a consulting and advisory group of the Content Marketing Institute. As a strategist, Robert has worked with over 500 companies including global brands like Capital One, Dell, Ernst & Young, HP, and the Bill and Melinda Gates Foundation.

He's the author of three books including "Experiences: The Seventh Era of Marketing," a book about how marketing is shifting. It was called "a treatise and a call-to-arms for marketers to lead business innovation in the 21st Century."  

What you’ll learn about in this episode:

  • The rapid changes in the agency business and why those changes are coming more fast and furious than ever before
  • Why agencies need to make a big investment if they want to survive (and why so often they just splash around in the water until it’s too late)
  • Using content marketing to build an audience for your clients based on their specific needs
  • How to use your engaged audience to find more people like them with Facebook, LinkedIn, and YouTube’s lookalike audiences
  • Why you can’t expect clients to want to work with you if you don’t invest in your own marketing
  • Why Robert believes that your agency blog isn’t usually the best place to host your content (and where you should write instead)
  • Getting back on track when you find yourself falling into the trap of creating generalist content
  • Building client trust by helping them transform into something new
  • Why agencies have always been good at creating stuff for clients but why strategy and measurement need to be our new norm
  • How to start working with a C-Suite level person when your current client contact is not as high up
  • Why a media centric agency is the best kind of agency to build today (and how to retrofit your agency to become a media centric agency)

Ways to contact Robert Rose:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

17 Jul 2023EP 406: The peaks and pitfalls of AI innovation with Paul Roetzer00:46:32

AI has been at the top of everyone’s minds this year, particularly with the birth of ChatGPT in November 2022. We’re currently in a renaissance where AI innovation and creativity are fusing to push the limits of what we ever thought was previously possible.

With these new AI tools comes a lot to look forward to, but also a lot of fear and uncertainty. Many of you are worried about job security, work expectations, and getting left behind in favor of faster, newer technology. In this episode, we’ll address these valid concerns with AI expert Paul Roetzer.

Paul has been at the forefront of AI innovation for most of his career and has some ideas to share with us about how this all started, where it’s at now, and what’s possible for the future. While the uncertainty is scary, one certainty is that we must lean into the AI movement with an open mind and be ready to adapt alongside it.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

What You Will Learn in This Episode:

  • How clients are starting to wise up to AI use for projects
  • Copyright concerns for agencies using AI
  • The real threats agencies should be looking out for with AI innovation
  • The move to client-agency co-creation
  • Always be testing
  • Helping clients pilot AI tools in their strategy and operations
  • The evolution of agencies that utilize AI innovation
  • How to vet new AI tools in a sea of uncertainty
  • The future of AI integrations

 

23 Jan 2017Episode 68: How to Work with Freelancers, with Bram Warshafsky.00:42:59

Recently named one of the Top 30 Under 30 by Marketing magazine, Bram Warshafsky is a Founder and Partner at 5Crowd: a Toronto start-up that provides on-demand marketing production to a growing list of clients like Labatt, J&J, Hershey, Twitter, Telus, and more. We operate a curated network of freelance professionals in over 150 cities through our own digital platform to help enterprise marketing teams bring their strategy to life, faster and for less.  

What you’ll learn about in this episode:

  • Why Bram started his agency, and why he went with the freelancer model
  • What Bram’s internal team is like and how they use freelancers to offset those positions
  • Why 5Crowd focuses on production rather than strategy
  • What a strong freelancer vetting process looks like
  • Why 5Crowd needed to build their own software
  • How being a production based agency has led to high client retention for 5Crowd
  • What good marketing looks like
  • Why you need to tell the story of how you save clients money
  • The three questions 5Crowd asks to figure out if they will take on a project
  • Why 5Crowd has freelancers set the price
  • How 5Crowd picks what freelancer to use for the right project
  • Why you need to fully embrace technology to succeed
  • How to get started with freelancers

Ways to Contact Bram Warshafsky:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

10 Jun 2019EP 192: Speaking engagements for agency biz dev with Steve Markman00:52:33

Speaking engagements can be a great way for agency owners to connect with their sweet spot prospects and be immediately perceived as a subject matter expert. Wanting to book speaking gigs and being successful at making that happen are two very different things. Even if you have some speaking engagements under your belt, getting chosen by a conference planner is another challenge to navigate.

Even seasoned pros must keep their eyes on the prize. I have always used speaking as one of my primary biz dev strategies (for both my agency and AMI) but I learned early on that it’s easy to get discouraged, distracted, or dismissed if you don’t have a smart strategy in place.

How do you build a speaking strategy that serves your agency business development objectives?
In episode #192, I talk with Steve Markman, who offers some hard-earned, straightforward advice on preparing a speaker proposal and getting it noticed by decision-makers. We also talk about how to determine whether a particular speaking opportunity is the right strategic move. We even tackle the age-old question of “should I speak for free?”

We’ll dig into all the nitty-gritty details of how to take full advantage of the right speaking platforms and when to stay home.

Steve Markman started Markman Speaker Management, LLC in 1994. It’s a speaker’s bureau with access to an international network of speakers in all fields and industries. He also coaches business owners and professionals on how to best speak for the right reasons to the right audiences.

Steve has over 30 years of experience in the conference, event, and speaker business, working with groups like the Conference Board and Society of Professional Consultants. Having been a conference producer working with some of the world’s largest events, Steve understands the importance of quality speaking engagements from both the speaker and conference planner perspectives.

What You Will Learn in this Episode:

  • The key components of a speaker proposal
  • How to respond to a call for speakers
  • How to ensure the audience is your target market
  • How to establish a connection with the conference organizer
  • The difference between formal and informal speaker submissions
  • Best practices for organizing your conference presentation
  • How to measure the value of presenting, even if need to pay your own expenses
  • How many speaking engagements is too many

Ways to Contact Steve Markman:

15 Mar 2021EP 284: Passive real estate investment options with Chris Prefontaine00:47:58

At AMI we preach the idea of building your wealth outside your agency, while you still own your agency. Sadly, many owners leave too much in retained earnings inside the agency and over time, they piddle that money away. Every agency owner deserves to profit from the risk they took to start the business and the sweat equity they’ve put into it for years. Agency owners often ask me about how other agency owners are building a nest egg outside of the shop. Most will consider real estate but rarely do they think about passive real estate investments. I want to make sure we change that!

Chris Prefontaine is a returning guest (episode 203) who talked in general terms about real estate investing last time. I asked him back to specifically talk about passive real estate investments. Speaking from personal experience, one of the beautiful things about this option is that you can generate a pretty remarkable return without you as the investor doing any of the leg work!

In this episode of Build a Better Agency, Chris and I discuss the good, the bad, and the ugly of real estate investments, especially passive partnership options. We talk about ways to vet these estate opportunities, what kind of investor would be ideal for this kind of deal, and the questions to ask when considering an investment.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Passive real estate investments

What You Will Learn in This Episode:

  • The three paydays of an active real estate investment and which two of those apply to passive real estate investments
  • What the payouts look like for passive real estate investors
  • How to vet passive real estate opportunities
  • Who makes a good investor in passive real estate
  • What questions to ask when faced with a passive real estate investment opportunity
  • Does it make sense to invest in multiple properties or a single property?
  • Specific financial requirements for being a passive real estate investor
  • How does this work from a tax perspective?
  • The trends that are happening in real estate investments
09 Mar 2020EP 231: Agency Owners | Leveraging psychology to improve agency sales with Charlie Poulson00:47:58

The more you know about a person, the easier it is to connect with them. One of the challenges when it comes to biz dev is that we really don’t know too much about the prospect we’re trying to build a relationship with, especially in the early stages of the sales pitch. But what if there was a way for you to gain those insights even if you’ve never met them in person?

Charlie Poulson’s first job out of college was building PPT decks for one of the country’s largest agencies. That experience gave him insights on the technical side of sales. A recent discovery of a tool that adds in some psychological insights has allowed him to build a business helping others succeed at sales.

In the latest episode of Build a Better Agency, Charlie explains how agency owners can structure proposals and presentations in a way that resonates with their audience, because they know who that person is and how they tick, thanks to Crystal, a Chrome plugin that provides DISC assessment information based on their LinkedIn profile and other social channels.
Take a listen and then connect with your prospects at a whole different level.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Agency Owners | Leveraging psychology to improve agency sales with Charlie Poulson

What You Will Learn in This Episode:

  • If you decide to go with a different keyword, make sure to have the keyword listed in at least one bullet point.
  • The psychology behind agency sales communication
  • How agency owners can communicate more effectively with prospects
  • The art of presentation design for agencies
  • How Charlie creates presentations and proposals that resonate with decision-makers
  • How Charlie is using AI (Crystal the Chrome plugin) to gather data and insights about agency prospects
  • How to create different pitch decks for a variety of personality types

Ways to Contact Charlie Poulson:

Tools & Resources:

24 Jun 2019EP 194: How do you tell your agency’s story with Park Howell00:54:00

My entreé into agency life was as a copywriter. I loved digging around and finding the story underneath the story. That love was the foundation for my belief in the power of a strong and smart brand. For decades my agency has helped clients define, develop, and deploy their brand both internally and externally. It’s still some of my favorite work to do.

Understanding your unique story is a powerful competitive advantage for our clients and our own agencies. Without understanding what makes us unique – we have to swim in the sea of sameness and that’s definitely swimming upstream!

In this episode, we’re digging into storytelling by understanding it at the root level. There is an architecture to stories and I have gone to the expert to learn more about that structure and how, as agencies, we can better use it to build our clients’ brands – and our own as well.

My guest is Park Howell. For 25 years, Park ran an agency in Arizona called Park & Co. At a certain point in his career, he pivoted his agency to become a storytelling consultant, helping clients learn how to tell their own story. Park founded his consultancy, The Business of Story, on January 1, 2016, so he could partner with leaders of purpose-driven organizations and help them clarify their stories, amplify their impact, and simplify their lives.

What You Will Learn in this Episode:

  • How the hero’s journey has been with us since the beginning of storytelling
  • Why story is one of the most powerful tools in your brand building arsenal
  • How to help clients live into their most powerful stories
  • Who should be the hero of the story (the answer might surprise you)
  • Why it is so hard for agencies to discover and tell their own stories
  • How storytelling connects with something so primal in all of us
  • How to use storytelling to help customers fulfill what they wish, will, and want

Ways to Contact Park Howell:

30 Dec 2019EP 221: Increase your agency’s value and build a smart exit strategy with Gina Cocking00:50:05

Most agency owners hope to sell their agency someday down the road. If that’s you, understanding how agencies are valuated today will help you maximize that opportunity whenever it comes. Even if you aren’t interested in selling, you can and should still be beefing up your agency’s value.

Gina Cocking joins us for this episode to provide an investment banker’s perspective on the valuation and sales process. She’ll walk us through the key items investment firms look for in your agency’s valuation and explain the technical numbers-side. She’ll also help us identify ways you can add value in advance.

Gina is managing director and partner at Colonnade Advisors, a boutique investment banking firm that specializes in mergers and acquisitions in the business services industry. Colonnade has helped many agencies buy and sell, so Gina understands what it takes to help agency owners get the most out of their purchase deals.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here: https://www.whitelabeliq.com/ami/

What You Will Learn in this Episode:

  • A glimpse inside the process of selling your agency
  • How Colonnade Advisors represents business owners selling their companies
  • The importance of enterprise value, recurring revenue, and client relationships when you sell your agency
  • How your key employees factor into a purchase deal
  • The various elements that increase or diminish an agency’s value in the marketplace
  • How to approach the numbers-side of selling your agency

Ways to Contact Gina Cocking:

19 Feb 2018Episode 124: Packing five pounds of work into a one pound day with Terry Ogburn00:50:52

I don’t know about you, but I never feel quite caught up. Thanks to my high tech Post It Note strategy (Every night I list the 3 things, and no more, I must get done the next day and put it on my laptop) I get the most critical things done but there’s always more to do.

What saves my bacon every day is that I have a superb team around me and they have systems and processes that allow them to work miracles and keep me on the straight and narrow. Like most agency owners, I have a short attention span and it’s easy for me to get distracted. Our systems pull me back to center.

Every business is made up of processes and systems, whether you have them documented or not. If your systems are informal or tribal, then odds are you and your team aren’t being as efficient or effective as you could be. You are literally trying to shove more work into a system that is simply too small.

That’s where my podcast guest, Terry Ogburn comes in. He works with entrepreneurs and their teams to create repeatable success through a system he developed through his own experience and the teachings of some of his favorite business books.

Terry Ogburn is the owner and Lead Business Coach of Ogburn’s Business Solutions. His proprietary coaching system and personal devotion to the development of others has contributed to the success of hundreds of small to large business ventures.

Terry began his business career in 1979 when he invested his last $118.42 to start an air conditioning service business. At that time, he had no car or truck, but he did have the knowledge and ability to build relationships. By 1983, he was a top 5 nominee for Small Businessman of the Year. In 1985, successful in his business and recognized as a leader in the business community, he began to mentor other small business owners.  

What you’ll learn about in this episode:

  • How the absence of good, repeatable systems keeps a business from growing
  • Terry’s eight steps of business development that can be applied to every business
  • Why you need job descriptions for every process inside your agency (and why each description doesn’t need to equal a full time employee)
  • Removing your ego from your business
  • What numbers agency owners need to look at, even if you don’t like numbers
  • Protecting your bottom line by passing costs on to your customers
  • How to carve out the time to work on your business when you are busy working in the business
  • Creating a business development plan

Ways to contact Terry Ogburn:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

05 Dec 2016Episode 61: Improving Your Public Speaking, with Tamsen Webster.00:53:52

Part "idea whisperer," part message strategist, and part presentation coach, Tamsen Webster helps people and organizations like Verizon, State Street Bank, Ericsson, Johnson & Johnson, and Disney find and communicate the power of their ideas. She is the Executive Producer of TEDxCambridge, one of the oldest and largest locally organized TED talk events in the world. She is also Executive Communications Coach with Oratium, a messaging consultancy. In former lives, she worked in both agencies and at nonprofits heading up brand, marketing, and fundraising communication strategy, along with a brief but enduring turn as a change management consultant. She’s also a retired Weight Watchers leader and an accidental marathoner.  

What you’ll learn about in this episode:

  • Why speaking is the best tool for convincing someone that your agency is the best agency for them
  • Why you need to make your speeches about your audience and not about you
  • Mistakes that agencies make in pitches all the time
  • How to structure your new business presentations so that you win the business
  • Why you want people to remember the one big idea of your presentation -- not specific tactics
  • How to develop a thought leadership presentation
  • Why niched presentations are a lot more effective than broad ones
  • “Why,” “what now,” and “how” talks: what’s different about these kind of presentations
  • How to structure a talk when you are given a general topic that you have to speak on
  • Why you should stop before the sell when you’re presenting to gain awareness for your business
  • Why creating an event is a great way to get good at speaking
  • How to find other speaking engagements
  • Why you need to grab testimonials from speaking engagements and video of your speeches
  • How to unravel a failed speech to make sure it works in the future

Ways to Contact Tamsen Webster:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

11 Mar 2024EP 440: The who, what, where, and why of creating online communities with Drew McLellan00:36:17

Humans are hardwired to belong, and the desire to be a part of something bigger than ourselves is in our blood. Whether we connect over shared values, a favorite sports team, a hobby, or even just from living near one another, we can find community and belonging all around us.

These days, many of us are finding community online through social media and spreading our social nets wider than ever. This leaves a huge opportunity for agency leaders to build their own online communities to help others learn and share their experiences about business leadership, entrepreneurship, or any form of thought leadership in which they excel.

Online communities should, first and foremost, be a way to bring people together with shared goals and interests, but the benefits reach far beyond that. With enough time and care, they can become robust sales and networking tools that do the prospecting work for you.

But it’s not for everyone, and that’s ok.

In this week’s solocast, I’m doing a deep dive into the ins and outs of creating online communities, building an audience online, and how to make sure you’re doing it all for the right reasons. With enough patience, online community building could become your agency’s secret sales weapon that provides perks and benefits for the people in it.

For 30+ years, Drew McLellan has been in the advertising industry. He started his career at Y&R, worked in boutique-sized agencies, and then started his own (which he still owns and runs) agency in 1995. Additionally, Drew owns and leads the Agency Management Institute, which advises hundreds of small to mid-sized agencies on how to grow their agency and its profitability through agency owner peer groups, consulting, coaching, workshops and more.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

online communities

In This Episode:

  • What is a community, and how does it relate to work?
  • The difference between an audience and a community
  • Online communities do the selling for you
  • B2B brands have less competition in creating online communities
  • Asking yourself the who, what, where, and why before starting a community
  • How communities make biz dev easier for agencies
  • Being a safe harbor for people as a community leader
  • Community building isn’t for everyone
  • 3 questions to ask yourself to determine if you should build a community or an audience
  • How to build an online community and spread the word about it
  • Having a community is a long game — have a growth plan
13 Jan 2020EP 223: Find your agency’s next leader with Craig Barnes00:57:34

Biz dev, mentorship, and relationship management are critical responsibilities of every agency owner. But the hours in a workday are limited, and if we fail to delegate with confidence, the work that is uniquely ours will not get done. It’s just too easy to get sucked into client work or internal issues that we shouldn’t be focused on. Every agency owner needs a #1 who walks, talks, and leads like an owner because they enable us to actually do our job.

In this episode, AMI’s own Craig Barnes chats with Drew about his observations as to what it takes to recognize, find and keep a great lieutenant from his lens as the facilitator of AMI’s Key Executive networks. Craig also walks us through how to groom an existing employee who you believe has the potential to fill that role.

Throughout his experience running his own agency for 25+ years and his role at AMI, Craig has gleaned some invaluable insights about leadership team level team members in the agency world. If you are interested in learning how to identify that critical player for your team and prepare them for success, this episode is for you.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here: https://www.whitelabeliq.com/ami/

What You Will Learn in this Episode:

  • The common traits of agency key executives
  • All of the different functions that key executives can serve
  • How to identify key executives on your team and groom them for success
  • How you can grow as an agency owner so that your key executive can flourish
  • Why this is the ideal time to find and nurture a new leader

Ways to Contact Craig Barnes:

23 Mar 2020EP 233: How to grow your agency using creative collaboration with James Carbary01:01:21

Today’s episode is a twofer – and both topics are going to benefit your shop. The first is the idea of collaborating with your prospects to create content that is valuable for both of you. From there you can leverage that shared experience to create new opportunities for your agency. The second is how you can write that book you’ve been thinking about, despite how overloaded your calendar and life can be.

My guest is James Carbary, the owner of Sweet Fish Media, a podcast-first media company. James was with us once before back in Episode #156 where we talked about James’ approach to networking. And in the latest episode of Build a Better Agency, we dive even further into his creative collaboration methodology as we discuss the writing process and major talking points of his new book, Content-Based Networking: How to Instantly Connect with Anyone You Want to Know.

James asserts that when you partner with your prospects to produce content that will serve their organization’s business goals, you can connect and create the foundation of a relationship. That relationship will serve your agency in a variety of ways, ranging from referrals to a new client. On top of that, the content is also useful to your audience, so it’s establishing your position of authority, as Stephen Woessner and I detail in our new book Sell With Authority.

As if that wasn’t already a value-packed episode, I also asked James how he, as a busy agency owner, found the time to write the book. He reveals all of his shortcuts and secrets and you’re going to want to hear them all!

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Agency Owners | How to grow your agency using content collaboration with James Carbary

What You Will Learn in This Episode:

  • If you decide to go with a different keyword, make sure to have the keyword listed in at least one bullet point
  • The concept of James’ new book, Content-Based Networking: How to Instantly Connect with Anyone You Want to Know
  • How content collaboration serves your agency’s biz dev efforts
  • James’ framework for content-based networking and how to apply it
  • How to write and publish your own book
  • How to use your book as a biz dev too

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Ways to contact James Carbary:

Tools & Resources:

18 Nov 2024EP 476: How fractional employees are shaping the future of agency culture with Sara Daw00:50:10

The future of work is becoming more fractional. Instead of full-time, in-house teams doing all the work — how many of us grew up in the agency world — fractional employees like contractors and freelancers can take on more and more complex roles for us.

With remote and hybrid work still on the rise, we can leverage fractional employees to bring a more diverse portfolio of skills to the agency without breaking our bottom line.

Sara Daw joined me this week to share her knowledge about fractional employees and how they fit into what she calls “the access economy” where we can access a larger pool of talent at our fingertips without actually having to make a full-time hire.

We dig into what it means to build psychological ownership in fractional relationships, how fractional employees can make themselves more known within the agency culture, and how the future of work will evolve as the whole concept of employment shifts and changes.

This episode comes with a lot of deep thinking homework that will challenge you to look at the workforce you want to build for your agency’s future and the infrastructure you need to start building in order to support that. There’s a lot of good stuff here to share with your leadership team, so get ready to take some notes on this one.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

fractional employees

What You Will Learn in This Episode:

  • What is the access economy?
  • Why does the access economy work so well?
  • How psychological ownership plays into fractional work and the access economy
  • The importance of psychological ownership in our relationships with fractional employees
  • Getting a breadth and depth of skillsets in a fractional C-Suite and fractional employees
  • How employment will evolve as we lean into fractional employment and hybrid work
  • Creating culture and creativity in fractional work environments
  • How to be more connected and intentional with relationships as a fractional employee
  • Having the right skillset at the right level
07 Nov 2016Episode 57: Improving Workflow Process, with Chris Wilson.00:44:40

Chris Wilson is the Founder and Chief Client Advocate of Function Point Productivity Software Inc.

As the company’s leader, Chris wants to create the world's leading digital tools for managing the day to day hassle of running a professional service firm. Chris’ focus is on creating a place, a team and a culture where the best creators, communicators and collaborators can grow.

Chris has an extensive understanding of the operation, management and workflow processes of Design studios, Advertising agencies and Architectural firms, with experience assisting thousands of firms in standardizing their business of design.

Chris holds a Bachelor of Commerce with a major in Service Industries.  

What you’ll learn about in this episode:

  • The typical reasons that agencies decide they need to get better systems in place
  • What Chris’ company Function Point does
  • Mistakes that agencies make when it comes to starting to think about workflow and using a tool like Function Point
  • How to figure out if your workflow process needs improving
  • Why workflow allows people to put their brain flow in the right place
  • Why systems have to be easy to use
  • Why timesheets are absolutely necessary and why agency owners can’t be exempt from them
  • Warning signs that your workflow needs improvement
  • Making sure you have strong creative briefs
  • Steps that you can take right now

Ways to Contact Chris Wilson:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

21 Dec 2020EP 272: Taking full advantage of marketing automation systems with Rick Carlson00:55:01

Here are three things I know every agency owner wants. 1) A shortcut to landing new clients. 2) A way to prove ROI for their clients’ marketing budgets. 3) A way to automate tasks around data that allow them to guide their clients in the right direction faster and more accurately. The good news is – we can get all of that from marketing automation. If we use it wisely and well.

Agencies are constantly working to find ways to help their clients attract right-fit prospects, stay relevant to them during their buyer’s journey, and shorten the entire sales cycle. We have many tools at our disposal to accomplish those goals and a sophisticated marketing automation system is certainly one of them. Many agencies have barely scratched the surface of what marketing automation can do for their own agency and for their clients.

When we don’t delve into the power of marketing automation, we’re relying on email marketing circa 2000. But in this era of clients demanding ROI stats for their marketing spend, we are missing out on what can be a very compelling tool that can drive revenue for both our clients and our agency! In fact, my guest, Rick Carlson suggests that marketing automation is an outdated moniker for the tool. He believes we should call them revenue growth systems.

Rick is the founder and CEO of SharpSpring and has seen how a marketing automation system can transform the way you connect and communicate with your leads and clients. In this episode of Build a Better Agency, Rick explains how using your marketing automation system to its full extent can enable agency owners to multiply their efforts, expand their communication, and build deep meaningful relationships as they build their agency.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

What You Will Learn in This Episode:

A marketing automation system can help agencies shorten the sales cycle and strengthen their client relationships. Learn how to use them in your agency with insights from Rick Carlson about:

  • How to think about the tools in a marketing automation system through a different lens
  • Stand apart by having true one-to-one conversations at scale
  • Best practices for using marketing automation to generate leads
  • How agencies can create effective landing pages that align with their marketing goals
  • How agencies can communicate with their audience without burning them out
  • Different ways agencies can use marketing automation to bridge the gap between their marketing and sales teams
  • How agencies are leaving money on the table by not using their marketing automation system to its full potential

“Agencies have been called upon to help their clients fortify relationships with their existing customers, and they have been called upon to shorten the sales cycle. I think marketing automation tools play a role in both of those things.” @sharpspringCLICK TO TWEET“As marketers, the opportunities to spend money on leads are endless. But a disproportionate amount of time is spent on lead generation instead of nurturing the leads we’ve landed.” @sharpspringCLICK TO TWEET“The key to nurturing leads with a marketing automation system is truly knowing your customers’ business so you can apply the tools properly.” @sharpspringCLICK TO TWEET“A marketing automation system is about having a one-on-one conversation with your prospects at scale based on each individual’s interests.” @sharpspringCLICK TO TWEET“Marketing automation is an antiquated term. These tools are revenue growth platforms, and so many of them are geared towards the sales process as well.” @sharpspringCLICK TO TWEET

Ways to contact Rick Carlson:

Tools & Resources:

06 May 2019EP 187: How to Streamline the Content Collection Process for your Agency with James Rose00:48:40

This has happened at my agency and I’m sure it’s happened at yours.

You start a huge client project and are excited to keep things rolling – both to protect your agency’s production schedule and to exceed the client’s expectations in terms of delivering on time and on budget. But then, you hit the roadblock. The cold silence you hear when you ask your client for the assets you need.

Whether it’s images, video, or copy points – you’re stalled until they cough it up. So much for on time or on a budget!

On this episode, I talk with James Rose about how to streamline the content collection process. Back when he was running a web dev shop, this was a major frustration for him and his team. So much so that his company developed what is now its core business: a content collection platform called Content Snare.

As content increasingly becomes central to much of agency work, solving the content collection conundrum is often the difference between profitability and charity work. Take a listen as James offers many no tech, low tech, and SaaS solutions to help us stay in the black.

James and his business partner, Mark Beljaars, started a single-product SEO software company in 2010. As they networked with other business owners, they heard countless stories about website projects that have gone wrong. They thought maybe they could help things go right.

With a passion rooted in software, they identified a few bottlenecks in the web design process. The worst one, which resonated most with other designers, was chasing down clients for their web content. That’s when Content Snare was born.

Clients don’t think about projects the same way we do – they don’t mean to be a bottleneck, even though they often are just that. Finding ways to keep content flowing ultimately helps us deliver an end result worthy of our efforts and our fee.

What You Will Learn in This Episode:

  • Why gathering content from clients is such a universal pain point for agencies
  • How agencies can set content expectations as a part of the terms and conditions in a service contract
  • How to give clients a firm content deadline and make the stakes very clear
  • Why content collection is more than just setting up reminders
  • How to stop wasting time chasing after clients
  • How agency owners can help clients avoid overwhelming deadlines
  • Why you must manage agency expectations about how much data to expect from clients at one time
24 Feb 2020EP 229: Agencies should sell with authority with Stephen Woessner00:49:47

I have long preached the concept of being a specialist versus a generalist to my audience, so it should come as no surprise to you that along with my co-author Stephen Woessner, CEO of Predictive ROI, I have just written a book on the subject.

Sell With Authority is a playbook for agency new business efforts that will allow you to shorten your sales cycle, increase your pricing and profitability and actually attract your ideal customers to knock on YOUR door, rather than the other way around. In this week’s episode, Stephen and I talk about some of the core principles of the book and why we’re both so passionate about the approach.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here: https://www.whitelabeliq.com/ami/

What You Will Learn in this Episode:

  • The inspiration and core concepts behind our new book, Sell With Authority
  • How to be seen as an authority in your industry
  • The biz dev decisions that will help you achieve rapid growth
  • Why you should narrow your agency’s focus
  • How to differentiate your agency by having a unique point of view
  • How to use cornerstone content to build authority across multiple channels

Ways to Contact Stephen Woessner:

25 Nov 2015Episode 7: Mentoring your best assets, with Mitch Matthews.01:01:25

Mitch Matthews is a keynote speaker, a success coach, and a bestselling author. He has an amazing podcast titled Dream, Think, Do. Mitch works with leaders from companies such as NASA, Disney, Booking.com, and more. He is passionate about coaching entrepreneurs and leaders to dream bigger, think better, and do more of the stuff they love.

What you’ll learn about in this episode:

  • Why mentoring your employees is so important
  • Mentorship 2.0: how to structure your mentor/mentee relationships to draw out the best results
  • The dangers of “getting a PhD in mentoring”
  • Mentoring with the CEO vs. CFO model
  • How to equip employees to make decisions
  • The fundamental differences between how we were brought up and how millennials were brought up and how to deal with these differences
  • How to mentor someone who is skilled in areas that you aren’t
  • Mitch’s “Mentor Manager Cheat Sheet”

Book Recommendations:

Ways to Contact Mitch:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

29 Jan 2018Episode 121: Keep Your Digital Offerings Simple and Repeatable, with Joe Kashurba00:44:18

Joe Kashurba started a freelance web design business when he was in high school and grew it into a digital agency with a world-class team and clients around the world. He went from building $300 websites to building $30,000 websites and managing 6-figure digital advertising budgets for some of the largest manufacturing and construction companies.  

What you’ll learn about in this episode:

  • Joe’s agency that started when he was in high school
  • Why you’ll never get consistent clients without consistent marketing
  • Selling results instead of technology and why prospects respond better to that approach
  • How to know whether it’s better to have in-house employees or an outsourced team in any given area in digital
  • Evaluating digital partners that offer services that you understand but don’t know how to do
  • Using analog marketing tactics when you have time but not money to devote to your marketing
  • Why it’s hard to scale when you try to be everything to everyone
  • The cost of offering complex services
  • How Joe manages his completely virtual team
  • The differences between selling products and services
  • Clearly defining what you offer in a package to prevent scope creep
  • What to do to get caught up on digital trends if you feel you’re really far behind (and how to stay ahead if you’re on top of it)

Ways to contact Joe Kashurba:

Resources:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

08 Mar 2021EP 283: How AI insights can benefit agencies with RJ Talyor00:51:12

Artificial Intelligence (AI) is a hot topic but many agency owners wonder how, exactly, it can benefit their shop. They get how it works but they think that either a) they don’t understand it enough to deliver on it for clients or b) they can’t afford the AI tools out there for agencies. The truth is – now is the time to experiment. Most agencies are at the infancy stages of learning about AI and how to use it to serve clients better. But we have to get up to speed or we will find ourselves left behind. The good news? It’s within your grasp.

It’s with these challenges in mind that I was inspired to reach out to RJ Talyor and have him on the show. RJ’s SaaS company, Pattern89, works with agencies and brands and improves their ad effectiveness and efficiency by measuring over 49,000 characteristics of a digital ad. With that data, they can provide insights on what’s working and what isn’t, as well as the predicted shelf life of any ad. Through their analytics, they’re also able to predict with over 95% accuracy whether or not a piece of creative is going to work.

In this episode of Build a Better Agency, RJ and I discuss the many ways AI insights are quickly becoming a necessity for agencies of all sizes. We look at the specific data it can provide, as well as how an agency can begin to experiment while convincing even the most dubious of clients of its importance. We also talk about the way the creative life cycle is changing, how agencies approach AI wrong, and what is coming next in the world of artificial intelligence.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

AI for marketing

What You Will Learn in This Episode:

  • The specific data AI for marketing can give to an agency
  • Why AI doesn’t undermine creative
  • How small to mid-size agencies are leveraging AI marketing insights
  • Why AI is quickly becoming a need-to-have for agencies of all sizes
  • How the creative life cycle is changing
  • How iOS 14 is changing the way marketing will work
  • Why the speed of change is disruption A/B testing
  • Ways agencies can begin to dip their toes in AI
  • Where agencies get AI wrong
  • What is coming next in the world of AI
18 Jan 2021EP 276: Customer experience beyond the sale with Jeannie Walters00:48:46

Think about how you build out journey maps or of journey maps you’ve seen if that isn’t something your agency does. They chart out how a potential customer goes from not being aware of the product or service to the point of purchase. Typically, we’re building this journey map to coincide with our work in helping our clients increase their sales. In that way, it makes sense that the map would end at the sale. That’s our job is to get them to that point. But the customer’s experience has really just begun. The real journey begins once you’re in a relationship with the customer and how you nourish and grow the trust and connection with the client moving forward.

The opportunity for our agencies is to help our clients beyond the initial sale. What if our agency also engaged in helping clients build stronger, more resilient relationships with their customers? That’s some very profitable work for us and a lasting value for our clients.

As a certified customer experience professional, Jeannie Walters is an expert on this exact topic. An educator and consultant that comes from the agency world, she has a real passion for improving customer experiences and she’s here to share some insights that will help you serve your clients even better.

In this episode of Build a Better Agency, Jeannie and I dive into the changes in customer relations that were inspired by the pandemic and how companies were forced to evolve in order to survive. We also talk about how the entire supply chain process has come front and center, as well as the continuing need to be innovative, even though the stakes aren’t as high as they were during the pandemic.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Customer experience

What You Will Learn in This Episode:

  • How to get your clients to think bigger
  • The need for a customer experience mission in your agency
  • Ways to improve journey mapping
  • The difference between the buyer’s journey and the customer’s journey
  • Why communication is key to the customer experience
  • The way the customer experience differs in a B2B environment versus a B2C environment
  • How to get your whole agency on the same page regarding the expectations of the customer experience
  • How to use a customer experience success statement to measure what is being done right
  • The important of including the billing process in the review of your customer journey
  • How to spot and utilize “micro-moments” to create surprises that delight customers
16 Dec 2019EP 219: A year of reflection and growth for agency leaders with John Jantsch00:47:21

There was a time when you spent most of your time learning your craft. Whether it was account service or art direction or biz dev – you had to develop the skills to do your job well. There’s no doubt that our world demands on-going education so we can continue to serve our clients. But at this point in your career, you have the luxury of focusing on something a bit deeper — developing yourself as a leader, professional, and human being. That’s why I love John Jantsch’s new book The Self-Reliant Entrepreneur so much. It invites us to do just that.

John has always been about teaching small businesses how to do marketing. His previous five books were all how to guides for everything from selling, using referrals to grow your business, and SEO. But this latest book offers no step by step instructions. In fact, it’s sort of the opposite. It’s a book about you discovering answers to bigger questions that can’t come with an instruction manual.

Each of the 366 chapters is comprised of a quote from a literary great, a reflection by John on the day’s topic (anything from limited beliefs to seizing risk) and then a thought-provoking question. You can consume the book in one big gulp or you can sip it throughout the year.

In this episode of Build A Better Agency, John and I chat about why he made the dramatic shift in writing purpose and style, how he got the book done and how he recommends readers squeeze the full value from the book.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here: https://www.whitelabeliq.com/ami/

What You Will Learn in this Episode:

  • About John’s new book and why he chose to write a “why to” rather than another how to
  • How to invest in yourself and how that growth can serve your agency
  • The book writing process for “The Self-Reliant Entrepreneur”
  • How to use John’s book to become a stronger, more centered agency leader

Subscribe to Build A Better Agency!

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27 Dec 2021EP 325: Stop running your agency based on fear, with Drew McLellan00:42:07

In response to the changes brought about by the pandemic, many agency owners have turned to fear-based decision-making. Employee turnover and demands coupled with an erratic market and global uncertainty can make things feel out of control. Trying to steer an agency with a vision requires decision-making that might put you at odds with your team so it might feel wise to placate rather than push. But it’s not.

In this solocast, we’re going to take a hard look at the fear-based leadership that has come to plague many of us during the challenges of the last few years. I’m going to explain why the fear won’t change the outcome, a couple of universal truths about what it means to run an agency without this fear, the level of decision-making that needs to return to the forefront, and why it’s so important to embrace once again the joys of being an agency owner.

There’s no doubt that we live in uncertain, confusing, and scary times but we cannot let these challenges define us as leaders. It’s my hope that this conversation will inspire you to march into 2022 with a renewed sense of peace and purpose.
A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Fear-based Leadership

What You Will Learn in This Episode:

  • Why many agencies are currently run based on fear
  • Why fear-based decision making won’t change the outcome
  • The universal truths of not running an agency based on fear
  • Three levels of decision making
  • The need to embrace again the joy of owning an agency
11 May 2020EP 240: 5 mini plans agency leaders can use to thrive through covid with Drew McLellan01:22:18

The panic around COVID lockdown is plateauing. The storm has certainly not passed, but we’ve navigated out of the panic stage and now everyone is realizing they need to get back to business. Whether you live someplace that is still sheltering in place or you are figuring out how to get back to the office — we have to sustain our business through this and come out on the other side. If we do it well, we can not only come out on the other side but we can come on stronger and better than ever.

In this episode of Build a Better Agency, we walk through the five mini plans that I’ve been talking about in our weekly newsletter. I want to help you build them out.

They are:

  • Operational/financial plan (how will you get the work done on time and on budget? Then, determine the minimum acceptable profit margin for your agency and use agency math to manage your way to never dipping below it)
  • Team plan (how will you keep them motivated, efficient, profitable, and striving to serve each other and your clients)
  • Client plan (you need to proactively guide each client into a position of readiness so that when they can step back in — they’re ready and more prepared than their competitors)
  • Prospect plan (what can you talk about that will be valuable — based on what your prospects are ready to hear at any given moment in time)
  • Vision of the future plan (what parts of normal are worth rushing back to and what could/should be different?)

The danger to every agency right now is that we get stuck in place and don’t shake the panic phase. If you and your team work through these plans it will propel you past the paralysis and into a future with a solid foundation. Don’t wait – get working on these plans today!

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here: https://www.whitelabeliq.com/ami/

Agency Leaders | 5 mini plans agency leaders can use to thrive through covid

What You Will Learn in This Episode:

  • How to build out an operational plan that enables you to continue completing work on-time and under budget
  • Financial metrics that agency leaders should be paying attention to
  • How to keep your team motivated, efficient, and profitable moving forward
  • How to proactively guide each client into a position of readiness so they are more prepared than their competitors
  • How to create a solid biz dev plan for your agency’s resurgence
  • How to make difficult staffing decisions in times of crisis
  • Different ways that agencies are successfully managing their teams
  • How agencies are landing new clients in these difficult times

AMI works with agency owners by:

  • Leading agency owner peer groups
  • Offering workshops for agency owners and their leadership teams
  • Offering AE Bootcamps
  • Conducting individual agency owner coaching
  • Doing on-site consulting
  • Offering online courses in agency new business and account service

Because he works with over 250+ agencies every year, Drew has the unique opportunity to see the patterns and the habits (both good and bad) that happen over and over again. He has also written several books, including Sell With Authority (2020) and been featured in The New York Times, Forbes, Entrepreneur Magazine, and Fortune Small Business. The Wall Street Journal called his blog “One of 10 blogs every entrepreneur should read.”

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Ways to contact Drew McLellan:

Resources:

 
27 May 2024EP 451: What it takes to become a fractional CMO with John Jantsch00:39:07

If you want to future-proof your agency’s success and stability, now is the time to become a fractional CMO.

For those unfamiliar with the term, fractional CMOs are hired for their strategy first and execution second. It’s a client-agency relationship built on trust that you know their industry deeply and can execute your strategy to provide a high ROI to your client.

The pandemic paved the way for having this hyperfocus on one specialization and highlighted the need for agencies to be trusted thought leaders in their niches. This week’s guest, John Jantsch, is teaching us how to become fractional CMOs and what it takes to build that deeper trust with clients.

Join us to learn the data behind John’s ideas and how to position your agency as a fractional CMO.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

What You Will Learn in This Episode:

  • How the pandemic shifted the need for strategy and consulting
  • Shifting to strategy over execution can help find right-fit clients
  • Fractional CMOs are up 60% as an add-on service
  • Clients want their agencies to have deep knowledge of their industry
  • The two distinct types of fractional CMO — and which one you should be
  • Showing up as part of your clients’ team to build trust
  • Building trust through strategic partnerships, referrals, and thought leadership
  • The growing emphasis on first-party data for agencies
12 Sep 2016Episode 49: How to Write and Publish a Book, with Dr. Anthony Paustian.00:54:47

Dr. Anthony Paustian was given a rare opportunity in life to create and design a technology-focused college campus from scratch. That was fifteen years ago. Since then the campus and its innovative advances in technology-based instruction have appeared on CNN, CNBC, Wired, USA Today, NPR and other national media and won numerous awards for leadership in innovation including being featured on the InfoWorld 100 List (#51) of the nation's most innovative organizations.

In 2006, Anthony created the Celebrate! Innovation Exhibition; a new type of campus learning environment where students are surrounded by the stories of great innovators through larger-than-life visuals, technology-focused exhibits, and through an annual Celebrate! Innovation Week (ciWeek) where the people behind the stories come from all over the world to tell those stories firsthand. The Celebrate! Innovation Exhibition is currently on the Iowa Department of Tourism's list of places to visit.

From his Air Force days on F-111s to building national brands to coaching a very talented group of educators, Anthony has developed a unique skill set that is quickly apparent in every aspect of his life as a leader, educator, entrepreneur, inventor, designer, author and speaker.  

What you’ll learn about in this episode:

  • Why Anthony decided to become an author and a coach
  • What keeps someone that wants to write a book from actually doing it
  • How to get past the thought that your book won’t be valuable enough
  • The process for getting a book from your head and into an actual book
  • How to turn your blog into a book
  • How to successfully proof your writing
  • Why you need to speak about the topics you write about
  • What the editing process is like once your book is in the hands of an editor
  • What you need to have for your book to appear in a library
  • Why you don’t need (or even necessarily want) your book to be on shelves at Barnes and Noble
  • The best way to sell your book
  • What kinds of e-books you should sell
  • First steps people can take right now to get going

Ways to Contact Dr. Anthony Paustian:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

26 Jul 2021EP 303: All things taxes with Craig Cody00:50:29

Creating a solid tax strategy for your agency might not seem like the most exciting thing to think about but doing so has the potential to put a lot more money directly into your pocket. It can be daunting to try and understand all of the options available, especially when a lot of the COVID-related aid adds to the confusion, so having a solid tax advisor in your corner is more important than ever. But how can you make sure you’re getting the guidance you need if you don’t even know what questions to ask?

Craig Cody is a tax strategist and planner who has helped many AMI members better manage their money. His insights and guidance are hugely beneficial to any agency owner wanting to save money while also leveraging income and assets for personal and professional goals.

In this episode of Build a Better Agency, Craig and I discuss all things taxes. We look at COVID-related strategies that are still available. We explore surprising deductions to be found by better leveraging your home and how to get the most out of your relationship with your tax advisor, all with the goal of setting up you and your agency for the best possible financial success.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Agency Owner Tax Strategies

What You Will Learn in This Episode:

  • COVID-related tax strategies that are still available
  • Understanding The Augusta Rule
  • How putting in a home pool can be tax-deductible
  • Knowing the difference between a tax strategist and a tax preparer
  • What to expect tax advisor conversations to look like
  • The Defined Benefits Program
  • Common missed opportunities in tax preparation
  • Questions to ask a new tax advisor
28 Nov 2016Episode 60: Fill Your Life with the Five People Who Help You Create the Best Version of You, with Drew McLellan.00:16:25

Drew McLellan is the Top Dog at Agency Management Institute. For the past 21 years, he has also owned and operated his own agency. Drew’s unique vantage point as being both an active agency owner and working with 250+ small- to mid-size agencies throughout the year, give him a unique perspective on running an agency today.

AMI works with agency owners by:

  • Leading agency owner peer groups
  • Offering workshops for owners and their leadership teams
  • Offering AE bootcamps
  • Conducting individual agency owner coaching
  • Doing on-site consulting
  • Offering online courses in agency new business and account service

Because he works with those 250+ agencies every year — he has the unique opportunity to see the patterns and the habits (both good and bad) that happen over and over again. He has also written two books and been featured in The New York Times, Entrepreneur Magazine, and Fortune Small Business. The Wall Street Journal called his blog “One of 10 blogs every entrepreneur should read.”  

What you’ll learn about in this episode:

  • Why I absolutely believe Jim Rohn’s famous adage that we are the average of the five people we spend the most time with
  • Why you should go back and take a look at the one page life plan I outlined in episode 10
  • Spending time with the people who inspire you to commit to excellence in every aspect of your life
  • Spending time with the people you learn from that challenge you to think in different ways
  • Spending time with people that you can teach
  • Hanging out with people who see you more clearly than you see yourself
  • Spending time with people who will call you out when you need to be called out
  • Having people in your life that make you push harder than you would on your own
  • Spending time with the people that fill you with joy

Ways to contact Drew McLellan:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

16 May 2016Episode 32: Business Development in a Digital Age, with Tom Martin.00:54:48

Tom Martin, author of “Invisible Sale,” has been in the agency life for many years. He has spent 20 years driving new business for agencies. In 2010, he created Converse Digital, an agency that focuses on doing business differently.

What you’ll learn about in this episode:

  • How new business has changed over the years
  • Why clients no longer believe in hiring just one agency
  • How to define your value to your clients when delivering ideas instead of “stuff”
  • Correctly positioning your agency in the days when your client first discovers you
  • Painless Prospecting: how to get great leads to find you
  • Can Painless Prospecting work for generalists?
  • The risks of delegating the Painless Prospecting process
  • What your content has to do for your Painless Prospecting process to work
  • Why giving away your secret sauce is never going to implode your business
  • Tom’s propinquity theory on marketing today
  • What you can do right now to get started on the business development path discussed in this episode

Ways to Contact Tom Martin:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

08 Jan 2024EP 431: Your new content marketing strategy roadmap for 2024 with Robert Rose00:52:15
14 Aug 2023EP 409: The how-to guide for getting started in thought leadership and public speaking with Katy Boos00:47:04

One of the most powerful new business tools to establish credibility as an agency is right at our fingertips. Finding speaking opportunities at conferences, trade shows, and even as a podcast guest is a great first step to entering the world of thought leadership.

While it may seem daunting initially, especially if you’re new to this, thought leadership is about as easy as simple networking. Your network can get you into spaces you’ve never dreamed of if you have the right tools to navigate it.

This week, Katy Boos is giving us those tools to show us how practical and valuable thought leadership and public speaking can be for agency owners and leaders. With in-person events making a huge comeback post-Covid, the need for the best and brightest speakers is on the rise, too. Tune in to learn how to get your ideas in front of the right audience and establish yourself and your agency as one of the next great thought leaders.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

thought leadership

What You Will Learn in This Episode:

  • The top most beneficial reasons for speaking at an event
  • Speaking at a big event vs. the right event
  • Looking beyond the room you’re speaking in
  • Determining who’s the right person to put on the stage
  • Narrowing down your topic and finding the right-fit audience
  • The post-Covid trade show and conference outlook
  • How to get conference organizers hyped up on your thought leadership
  • Getting in front of the right podcast audience
  • Creating content from your speaking event
  • Common mistakes that get us a “no” from conference organizers
  • Getting your foot in the door
10 Oct 2016Episode 53: Content is Much More than Content Marketing, with Greg Verdino.00:58:23

Greg Verdino is a highly regarded authority on “the digital now.” He is known for his uncanny ability to get ahead of trends, spot the difference between fads and the future, and apply his understanding of the rapidly changing global landscape to solve pressing business challenges.

Greg’s perspectives have been shaped by more than 25 years spent working at the forefront of change, during which time he has advised hundreds of organizations including more than 50 of the Fortune 500; has served in senior leadership positions at a half-dozen technology start-ups; and has launched innovative products, lines of business, and divisions from within traditional companies. Through his work speaking, writing and consulting on digital strategy, transformation and innovation, he helps business leaders build thriving 21st century companies.

Greg is also managing partner and chief strategist at VERDINO & CO, the consultancy he started with his wife to help companies create the content-driven digital experiences their customers demand.

Before VERDINO & CO, he was Executive Vice President at social business firm Dachis Group, where he worked with clients including BIC, Citibank, Fidelity, GE, Michaels Stores, Nestle and others to formulate and execute best-in-class digital strategies. He joined Dachis Group (now Sprinklr) through its acquisition of crayon, the social media consultancy at which he served as Chief Strategy Officer and in which he was the second largest shareholder. Previously he was digital strategist and head of emerging channels for Digitas, and served in media, marketing, sales and general management roles at ROO Group (now Piksel), Akamai Technologies, Arbitron, Wunderman, and Saatchi & Saatchi.

Greg is the author of microMARKETING: Get Big Results by Thinking and Acting Small (McGraw-Hill, 2010), and a contributing author to Reinventing Interactive and Direct Marketing (ed. Stan Rapp, McGraw-Hill, 2009). Throughout his career, he has served as a go-to expert for a wide range of media outlets including Advertising Age, Bloomberg Business, CNN, Cablevision News12, Fox Business, Investor’s Business Daily, the New York Times, Newsday, and the Wall Street Journal. He has given speeches, led panel discussions and facilitated workshops at more than 100 corporate and association events throughout North America, in Latin America, Europe, Asia and Africa.

He lives on Long Island with his wife, tween daughter, baby boy, and the world’s most disobedient cat.  

What you’ll learn about in this episode:

  • What has changed since the beginning days of when agencies began to do social
  • Why content needs to expand past “content marketing” and must be infused into every single interaction inside and outside your organization
  • How to help clients understand the value of content
  • The importance of analytics and content metrics that Greg uses with clients
  • Why Greg and his wife decided to go it on their own instead of taking positions inside other agencies
  • How Greg differentiates his agency from other agencies
  • How Greg has been able to recognize trends that matter and ignore the ones that fade
  • Tips and tricks for getting everything done that you want as an agency owner
  • The shift from pipeline business to platform businesses
  • Why it’s so important for agency leaders to stay on top of trends
  • Why small agencies are often the best at adapting to change
  • The rules that agency owners should never break

Ways to Contact Greg Verdino:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

26 Sep 2016Episode 51: How to Be a Great Podcast Guest, with Tom Schwab.00:49:41

Tom Schwab knows how to grow a business online using content as fuel. Marketing at its heart is starting a conversation with someone who could be an ideal customer. Tom's company, Interview Valet, partners with agencies to get their clients featured on leading podcasts their prospects are already listening to. This provides traffic that has been shown to convert 25 times better than blogs.  

What you’ll learn about in this episode:

  • Why podcasting is so relevant today
  • The benefit of being a podcast guest
  • How Tom’s clients are able to sell being on podcasts to their own clients
  • Benefits of podcasting over other forms of content
  • Why podcast traffic converts higher than blogs
  • Message, market, and machine: what you need to have a successful podcast interview
  • What you (or your clients) need to be a great podcast guest
  • Why you need to bring a giveaway when you are a guest on a podcast
  • What not to do when you are a guest on a podcast
  • Is it appropriate to suggest questions to your podcast host?
  • How Tom helps agencies look good
  • The podcasting niches that Tom focuses on
  • Things you can do right now to put these ideas in place

Ways to Contact Tom Schwab:

Resources:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

01 Feb 2021EP 278: How to create an amazing client experience with Stacey Singer00:58:26

The reality is, we spend so much time thinking and worrying about business development, and in most cases that exuberance is not really matched with the same level of excitement for our existing clients. Which is crazy because we all know that clients get much more profitable the longer we keep them. Despite knowing that – we keep making the same mistakes and jeopardizing our most important client relationships. What if we could avoid those mistakes?

Stacey Singer has a great love of how agencies combine business, creativity, and psychology. She has worked in agencies large and small and now she devotes her expertise to helping agencies build amazing client relationships that really hold up, even when things get rocky.

In this episode of Build a Better Agency, Stacey and I discuss why paying attention to existing client relationships is even more important than pursuing new clients. She walks through the need to try to imagine your relationship from the client perspective, as well as specific but seemingly small things she has learned that can sometimes damage that relationship.

We also dive into the need for a client satisfaction analysis, as well as why putting the client first doesn’t automatically mean blindly agreeing with whatever they ask for. Sometimes telling the client “no” leads to a stronger relationship.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

Client Experience

What You Will Learn in This Episode:

  • Specific ways agencies mess up the client experience
  • The need to see the client experience from the client’s perspective
  • Simple ways agencies undermine trust with clients
  • How to get a response from challenging clients
  • The importance of explaining the implications for actions
  • The error in interpreting client questions as an indication of a lack of trust
  • The need for clear service standards
  • How an exchange program with a client can be incredibly insightful for both sides of the relationship
  • The danger in letting your agency needs seep through to the clients
  • Why being invested in the client beyond just what your agency can offer can lead to more business actually
  • How to tell the client ‘no’ but have it sound like a ‘yes’
22 Oct 2018Episode 159: 6 Keys to a Great Client/Agency Relationship with Dr. Mario Vafeas00:57:48

Client relationships is a frequent topic on this podcast. In this episode, we focus on what it takes to cultivate strong and mutually beneficial relationships with clients.

Dr. Mario Vafeas is on the faculty at The University of the West of England in Bristol. His work in agency-client relationships is the result of research, study and real-world experience.

He brings a pragmatic approach, backed by the data, into the conversation.

Buckle up because it’s a deep conversation, packed with takeaways to use in your own agency. Through deepening your relationship with clients, and providing the right kinds of ideas, training and other added value, you can really set agency apart, increasing your client and employee retention. You will truly be a trusted ally and co-creator with your clients and prospects.

Prior to joining the faculty at UWE, Mario spent 20 years in branding and design consultancy and several years in brand management at HJ Heinz and Harveys of Bristol.

As well as undergraduate and masters teaching, Mario is involved in knowledge exchange projects with SMEs, and research in the field of buyer-seller relationships and value co-creation.

He is a Fellow of the Chartered Institute of Marketing, and a Fellow of the Institute of Direct and Digital Marketing. He is also a DMA (West) Regional Council Member, and a Certified Digital Marketing Professional (Professional Diploma in Digital Marketing from the Digital Marketing Institute). 

What You Will Learn About in This Episode:

  • How to both share ideas with and learn from the client
  • Drawing from other industries to bring depth to your work in the clients’ industry
  • Why external agencies need to focus less on producing “stuff” and more on producing insights and big ideas
  • Communication with clients does not come with a template – each client relationship is unique
  • Why you get more business opportunities when you take time to meet and check in with clients
  • How to build relationships through coaching clients in best practices
  • Adding value through offering training opportunities to clients
  • Being proactive in making clients’ lives easier
  • How to behave less transactionally so clients believe you really want a relationship
  • How coaching hits all the big C themes
  • Why great work with clients is co-creative

Ways to contact Mario Vafeas:

We’re proud to announce that Hubspot is now the presenting sponsor of the Build A Better Agency podcast! Many thanks to them for their support!

03 Jul 2023EP 404: Weaving values, missions, and goals into agency culture with Chad Kearns00:54:54

Agency culture has encountered a massive shift post-pandemic. With hybrid and remote work more common than ever, weaving our missions, goals, values, and purpose into our teams requires a different approach than before.

This week, we’re talking to Chad Kearns, an agency culture expert, to discuss how agency leaders are at the forefront of agency culture and should run their agency according to their core values. If you don’t align yourself with your own mission and values, your team won’t be operating at its peak, which can throw the whole agency off balance.

If it sounds high-stakes, it’s because it is. Everything starts with agency culture — from screening a potential new hire to your employee retention rate. Tune in to learn how to align your agency to your core values and discover what people value the most when choosing to work for an agency.

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

agency culture

What You Will Learn in This Episode:

  • People are at the core of the agency world
  • How cultural concerns have changed post-pandemic
  • Challenges that clients face today with agency culture
  • Finding right-fit employees who will embody your agency culture
  • Aligning yourself and exemplifying your mission, values, and goals to your team
  • Where agencies often fail to uphold their core values and missions
  • Culture goes beyond social interaction
  • How to attract better talent aligned with your agency values
  • Why good onboarding is imperative for healthy agency culture

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