Build a Better Agency Podcast

Welcome to another insightful episode of Build a Better Agency! This week, host Drew McLellan welcomes renowned marketing thought leader Marcus Sheridan to tackle some of the most pressing challenges—and exciting opportunities—facing agency owners today. Known for his influential book They Ask, You Answer, Marcus brings a fresh perspective to the table with the launch of his new book Endless Customers, focusing on how agencies can thrive in a rapidly evolving, technology-driven landscape. In this engaging conversation, Drew and Marcus dive deep into the shifting dynamics of content marketing and client engagement, especially in the age of AI and digital transformation. Marcus shares lessons from his own entrepreneurial journey—from saving his pool company during the recession by embracing innovative marketing tactics, to helping other organizations transition into strategic, indispensable partners for their clients. The discussion highlights the importance of moving beyond deliverables and embracing a coaching, strategy-first mindset to remain relevant and valuable. Listeners will walk away with actionable strategies, including the critical role of self-service tools like pricing estimators and self-scheduling platforms, which empower clients and drive measurable results. Marcus and Drew also underscore the increasing necessity for agencies to become trusted AI guides, equipping clients with the skills and confidence to harness new technologies across all facets of their business. Practical tips on fostering a culture of strategic thinking, ongoing communication training, and prioritizing trust-building with clients make this episode a must-listen.  Whether you're looking to future-proof your agency, deepen client relationships, or implement innovative self-service solutions, this episode is packed with both inspiration and step-by-step advice. Tune in to discover how you and your team can shift from order-takers to indispensable strategic partners—and build a foundation for stronger, more profitable client engagements in 2025 and beyond.  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 shift from deliverables to strategic coaching as a core agency value  Embracing AI as both a tool and a key area of expertise for clients Prioritizing self-service tools and experiences to align with modern buyer behaviors Developing agency teams to think and act like coaches, not just order takers The critical role of ongoing communication training to reduce client churn Using pricing transparency and estimators to drive qualified leads and fast wins Building trust and indispensability to secure long-term client relationships  

Welcome to another engaging episode of Build a Better Agency! This week, host Drew McLellan shines a spotlight on a topic that's both enjoyable and essential to agency life—fun. Drew is joined by Dr. Mike Rucker, a behavioral psychologist and author of The Fun Habit, for a lively exploration into how prioritizing fun and joy can make you a better leader, a more creative thinker, and ultimately, help you build a stronger agency. Mike delves into the science behind why Western culture tends to villainize fun in favor of productivity—and why that mindset is doing more harm than good. He unpacks concepts from positive psychology and reveals that constantly chasing happiness, or waiting for “someday” to enjoy yourself, can actually hinder well-being and lead to burnout. Instead, Mike explains the hedonic flexibility principle, which demonstrates that regularly scheduling small moments of joy leads to greater productivity, resilience, and creativity in both personal and professional realms. Drew and Mike discuss practical ways to infuse everyday life with meaningful fun, rather than relying on the occasional big vacation or forced office events. They address the challenges agency owners face, from time poverty and remote work's blurred boundaries to generational differences in attitudes toward work and leisure. Listeners will find actionable strategies for designing transition rituals, claiming genuine downtime, and fostering a culture where fun isn't just tolerated—it's championed.  Don't miss this episode if you're ready to break free from the grind and discover how making room for fun can transform your leadership, elevate your agency's performance, and improve your own well-being. By the end, you'll have practical tools to create more moments of joy for yourself and your team, and a whole new perspective on why fun is far from frivolous—it's fundamental!  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 critical link between fun, productivity, and agency creativity   Why scheduling small, consistent moments of joy matters more than big events Tips for reclaiming time autonomy as an agency leader Understanding and applying the hedonic flexibility principle Strategies for breaking the workaholic mindset and preventing burnout The right—and wrong—ways to foster fun within agency teams Rethinking work rituals for healthier boundaries in hybrid and remote environments

Welcome to a special solocast episode of Build a Better Agency! In this midyear trend report, hosts Drew McLellan and Danyel Newcom McLellan dig deep into the evolving landscape facing agency owners in 2025. Leveraging data, global industry perspectives, and hands-on agency experience, Drew and Danyel break down what's really impacting agencies right now and what to keep your eye on as the year unfolds. This episode covers the biggest drivers reshaping the agency world—from economic and political disruptions to shifting client and employee expectations. Drew and Danyel explore findings from the 2025 Edelman Trust Barometer, including the global “crisis of grievance,” and detail the unique opportunities and obligations business leaders face as the most trusted type of institution. They reveal how financial trends, M&A activity, and even compensation expectations are shifting, providing a realistic look at growth, profitability, and future planning. You'll also hear a candid analysis of client dynamics and new business trends: increased buyer skepticism and demand for transparency, shorter contract terms, and the rising importance of social proof and niche expertise in attracting and retaining accounts. Internally, the episode explores changing workforce norms, a renewed focus on employee development and mental health, and innovative staffing strategies to increase agility and resilience. Rounding out the conversation, Drew and Danyel highlight where agencies are finding success—including the explosive impact of AI, new roles like creative technologists, the resurgence of retro campaigns, and the growing power of influencer and creator marketing. Whether you're preparing your agency for exit, acquisition, or simply striving to thrive during uncertain times, this action-packed episode provides practical, actionable insights to help you build a stronger, more sustainable business. Don't miss the chance to regroup, refocus, and get energized for what's ahead! 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: Navigating economic and political uncertainty in agency operations Building and maintaining trust with clients and employees Shifting trends in agency growth, profitability, and M&A activity The rising importance of transparency and authenticity with clients Harnessing outside validation and social proof for new business Leveraging innovation, partnerships, and flexible team structures Embracing AI and data-driven insights as core agency strengths

Welcome to a timely episode of Build a Better Agency! This week, host Drew McLellan is joined by research partner Susan Baier from Audience Audit to unveil the results of the 2025 Agency Edge Research, fresh from its debut at the Build a Better Agency Summit. Together, they dig deep into how agency clients really feel about artificial intelligence—where they're embracing it, where they're hesitant, and what they truly want from their agency partners as AI becomes an ever-more central part of the marketing landscape. Susan and Drew break down the study's findings, revealing surprising good news for agencies: most clients are not only comfortable with agencies using AI, they actually want their agencies to be transparent and step up as guides and educators in the new AI-driven world. The episode introduces the three client mindsets the research uncovered—AI Embracers, AI Skeptics, and AI Opportunists—exploring what each group wants, fears, and expects when it comes to agency use of AI. Along the way, Susan shares eye-opening data that challenges common agency fears, like the myth that all clients want to replace agencies with tech or are solely focused on cost savings. . Drew and Susan discuss practical, actionable opportunities for agency leaders to build trust, grow their strategic value, and tap into new revenue streams by leading client conversations about AI. They emphasize key client desires: greater transparency around AI use, expert guidance on tools and applications, and clear communication about regulations and risk. You'll also hear why clients view agency guidance on AI as an entry point not just for marketing, but for broader organizational needs—a potential seat at the coveted strategy table.  Don't miss this episode if you want to stay a step ahead in the evolving AI landscape. You'll come away with not only a clear understanding of what your clients are thinking, but with actionable ways to strengthen your agency's position, open new doors, and create deeper, more trusted partnerships in the age of AI.  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: Exploring client attitudes toward agency use of AI   The critical roles of transparency and trust in agency-client relationships Breaking down three client mindsets: AI embracers, skeptics, and opportunists The growing expectation for agencies to be AI guides, not just service providers Why most clients value better results—not just lower fees—from AI adoption Addressing client concerns and opportunities through open AI conversations Action steps for agencies to become indispensable AI partners

Welcome to another insightful episode of Build a Better Agency! This week, host Drew McLellan is joined by Matt Davies and Pieter-Paul von Weiler, the strategist duo behind the Better Briefs Project, to tackle one of the most persistent and frustrating challenges agencies face: the elusive art of creating a truly effective brief. If you've ever struggled with unclear objectives, misaligned expectations, or wasted rounds of creative development, this episode is packed with data-driven answers and practical solutions. Drawing on global research from over 1,700 marketers and agency professionals across 70 countries, Matt and Pieter-Paul share eye-opening findings about the wide gap between what clients think they're delivering in a brief and what agencies are actually receiving. They break down the staggering disconnect—like the fact that 78% of marketers believe their briefs offer clear strategic direction, while only 5% of agencies agree—and explore the ripple effect this misalignment has on wasted budgets, morale, and creative outcomes. Drew leads a discussion on why so many briefs fall short, what really constitutes a great brief, and how both agencies and clients can step up to improve the process. You'll hear actionable advice on teaching clients the value of a well-crafted brief, initiating honest conversations before a live project starts, and creating custom templates that actually work for both sides. Plus, Matt and Pieter-Paul draw on their extensive agency experience to explain the difference between client briefs and creative briefs, and how agencies can strategically refine incoming briefs for stronger creative results.  Whether you're an agency owner, account executive, or creative lead, don't miss this episode if you're ready to reclaim lost time, reduce budget waste, and build stronger partnerships with your clients around the brief-writing process. By the end, you'll feel equipped to have more candid, constructive conversations and ensure every campaign starts with clarity and purpose. Head over to betterbriefs.com for more resources and get ready to produce your agency's best work yet!  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: Understanding the disconnect between marketers and agencies when it comes to briefs   Why most briefs lack clear objectives, strategic direction, and alignment The business impact of poor briefs—including wasted budgets and extra rework How agencies can proactively educate clients and improve the briefing process The difference between client marketing briefs and agency creative briefs The importance of partnership and communication in crafting great ideas Practical steps to help clients (and agencies) write better, more effective briefs

Welcome to another inspiring episode of Build a Better Agency! In this episode, host Drew McLellan sits down with high-performance coach and leadership expert Christina Langdon to explore what it truly means to scale your agency—not just in terms of size or revenue, but in mindset, vision, and team culture. Drawing on decades of leadership experience at organizations like Martha Stewart Living Omnimedia and Fast Company, Christina offers invaluable insights on unlocking growth and reimagining success for agency leaders and their teams. Throughout their conversation, Drew and Christina unpack the dangers of operating on “default mode,” the pitfalls that keep agencies stuck in status quo thinking, and how our brains—wired for survival rather than success—can hold us back from imagining extraordinary futures. Christina introduces practical strategies for reflection and growth, including her signature daily practice: reviewing what worked, what didn't, and what can be done differently. She explains how these habits, when shared individually and collectively, can spark new awareness and propel teams toward higher performance, deeper engagement, and lasting happiness at work. The episode also delves into tactical frameworks for agency owners looking to elevate their leadership teams, assess existing capabilities, and foster cultures of intentional learning. Christina shares actionable tips on co-creating extraordinary goals, updating job descriptions to match evolving strengths, and using tools like user manuals to deepen collaboration and understanding within teams. You'll also hear how to address common “dream killers,” manage stress by focusing on what's within your control, and get buy-in for big, bold changes—even from those who might be resistant to new ways of thinking.  If you're ready to move beyond incremental improvements and instead ignite genuine transformation within your agency, this episode is packed with real-world advice and motivational stories to get you started. Whether you want to grow in revenue, impact, retention, or simply reclaim your team's enthusiasm, Christina and Drew provide a roadmap for dreaming bigger—together.  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: Shifting agency leadership out of “default mode” and embracing intentional growth  Rewiring mindsets from survival to imagination for breakthrough results Building daily reflection practices to improve agency and personal performance Co-creating extraordinary futures as a leadership team rather than top-down planning Leveraging vulnerability and user manuals to deepen team collaboration Tackling chronic stress and letting go of low-impact work for better productivity Rethinking job descriptions and success criteria to elevate leaders and teams  

Welcome to a compelling new episode of Build a Better Agency! This week, host Drew McLellan is joined by familiar faces Susan Baier from Audience Audit and Brian Gerstner from White Label IQ to discuss the findings of the 2025 Agency Core research study. Together, Susan and Brian have launched Agency Core, a nonprofit initiative dedicated to providing agency owners with powerful, unbiased data about what's really going on in the agency world—and the latest results are as sobering as they are enlightening. Drew, Susan, and Brian unpack the study's in-depth findings, based on responses from over 700 agency leaders. They explore the five distinct agency segments identified, analyzing which mindsets and practices set high-performing agencies apart from their peers. The discussion covers the recurring challenges hurting agency profitability and optimism, including the ongoing struggle with building a strong pipeline, the reality of staffing issues, and a noticeable decline in overall optimism among agency owners compared to previous years. The trio digs into what's driving these trends and why, despite all the talk around new technologies like AI, the most pressing problems for agencies remain much more fundamental. You'll also hear their perspectives on the importance of specialized positioning, the power of thought leadership, formal client retention strategies, and maintaining a proactive approach to agency marketing—plus, the critical role of community and peer support in navigating tough times.  If you're looking for actionable insights and a candid, data-driven roadmap to greater agency success, this episode is a must-listen. Tune in for practical strategies and encouragement on how to move from feeling stuck to thriving, even in a changing industry landscape. By the end, you'll be equipped to make meaningful changes and inspired to take the next steps toward building a stronger, more resilient 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: The power of niche positioning and thought leadership for agency resilience   Why so many agency owners are struggling and the importance of moving from tactical to strategic work Pipeline challenges as the top threat facing agencies today—far surpassing concerns about AI How formal client retention systems and proactive strategic thinking fuel growth The critical role of reputation: it's what others say about you, not what you say about yourself Team loyalty initiatives and their connection to agency performance and staff retention Choosing your path: the necessity of specialization versus the struggles of being a generalist

Welcome to a milestone episode of Build a Better Agency! This week, host Drew McLellan takes the mic solo to commemorate a remarkable achievement—the 500th episode of the podcast. With nearly a decade of weekly episodes under his belt, Drew reflects on the invaluable lessons that have emerged from ten years of conversations, challenges, and growth within the agency world. In this special episode, Drew distills his journey into five key lessons learned through years of podcasting and agency consulting. From recognizing that agency life is a marathon, not a sprint, to emphasizing the importance of surrounding yourself with the right team, Drew candidly addresses both the successes and the struggles that come with leading and growing a business. He offers practical wisdom on staying adaptable, celebrating milestones, and taking care of your own wellbeing—insights applicable whether you're a new agency owner or a seasoned industry veteran. Drew also shares why having the right support system is crucial, illustrating how learning and growing together creates a thriving agency community. He dives into the values that drive AMI, especially the commitment to leading with love, and how clear core values and business practices act as guiding principles during both calm and challenging times. If you're looking for inspiration, reassurance, or tangible takeaways to apply to your agency, don't miss this landmark episode. Drew's reflections are a heartfelt thank you to listeners, guests, and partners, as well as a rallying call for the next 500 episodes—reminding all of us that the agency journey is a whole lot better when we travel it together. 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: Embracing agency ownership as a marathon, not a sprint The critical value of ongoing learning and adaptability Prioritizing self-care and celebrating small wins along the way Building and nurturing a strong, supportive team culture Leading with core values—especially love and gratitude Using clear boundaries and best practices to guide agency decisions   The power of community: why together is always better

Welcome to another can't-miss episode of Build a Better Agency! This week, host Drew McLellan invites negotiation expert Mike Lander to shed light on a critical, and often misunderstood, stage of growing your agency: the art of winning new business and, crucially, negotiating strong client contracts. If your agency is hustling for fresh opportunities in the midst of economic uncertainty, this discussion is perfectly timed to help you secure the deals that matter—on terms that support your profitability and long-term growth. Mike Lander brings a unique dual perspective as both a former procurement director (the “buy side”) and current advisor to agencies navigating the “sell side.” Together with Drew, he explores why so many agencies trip up after being “awarded” new business, mistaking the proposal win for the finish line when, in reality, it's the starting point for some of the most pivotal work ahead. Mike reveals how agencies can better qualify opportunities, avoid that painful “close second” outcome, and, above all, approach negotiation with a mindset of mutual value creation rather than desperate discounting. The episode dives deep into actionable best practices you can deploy immediately—from building a robust qualification scorecard and prepping for negotiations, to mastering the art of trading instead of discounting. Mike and Drew also tackle the importance of agency differentiation, emphasizing why expertise and industry-specific knowledge trump generic promises of creativity or methodology. Plus, learn how to lead conversations with the kind of value, risk mitigation, and trust-building that makes your agency stand out in a crowded, competitive field.  Whether you're tired of burning countless hours on unwinnable pitches or want to strengthen your contracts for better client and agency outcomes, you'll find a wealth of insights in this episode. Get ready to rethink your approach to business development—and leave with concrete “homework” that will set your agency up for more wins, stronger partnerships, and greater profitability. Don't miss 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: Rethinking the pitch process—why winning isn't the finish line, but just the beginning   The dangers of chasing bad-fit clients and how to develop a qualification scorecard Differentiation strategies beyond methodology and “our people”—the real keys to standing out Communicating value and risk to buyers—focusing on afters, measurable results, and case studies Stop discounting and start trading—how agencies should approach contract negotiations The art and science of being a trust builder versus a pushover in negotiations Why creative excellence alone won't win the deal—and separating creative from commercial conversations

Welcome to another insightful episode of Build a Better Agency! In this session, host Drew McLellan is joined by PR expert Ryan Gerding, CEO of Inc. Public Relations, to explore the evolving landscape of public relations and its crucial role in modern communication strategies. Ryan brings over two decades of experience in the PR industry, offering a comprehensive look at how the traditional boundaries of PR have expanded far beyond media relations. Together, Drew and Ryan explore the shifting dynamics of the PR world and how agencies can leverage storytelling, media relationships, and new platforms to enhance their clients' visibility and credibility. They dive into the art of building valuable relationships with media outlets and reporters, emphasizing the importance of being genuinely helpful rather than simply seeking coverage. Ryan also shares his take on the integration of AI in PR, its benefits in organizing thoughts, and its limitations when it comes to creativity—a conversation rich with practical advice for navigating today's media landscape.  This episode is a must-listen for agency professionals eager to understand the nuanced strategies of modern PR. Discover how to turn potential challenges into opportunities by being a trusted resource and explore the ways PR can significantly boost your agency's success in these ever-changing times.  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: Navigating the modern PR landscape and its evolution from traditional media relations   Building effective relationships through relevance and helpfulness The impact of AI on PR strategies and operations Understanding the value and implications of pay-to-play PR opportunities Preparing clients for successful media interviews with authentic conversations Enhancing agency-client collaboration through education and expectation management The importance of persistence in media outreach efforts

Welcome to another enlightening episode of Build a Better Agency! In this episode, host Drew McLellan delves into the nuances of effective communication, a skill vital for thriving in today's tumultuous business landscape. Joined by guest Cynthia Kane, an expert in mindful communication, they explore how to navigate conversations with clarity and calm, even amidst chaos. Cynthia shares her journey from struggling with passive-aggressive communication to mastering the art of mindful dialogue. This episode unpacks techniques to foster inner calm, which in turn enhances leadership qualities, especially crucial given the current climate of change and uncertainty. Drew and Cynthia discuss the significance of understanding and managing one's emotional and physical responses to ensure conversations lead to constructive outcomes. Listeners will gain insights on the power of pausing to regain composure during challenging interactions. Cynthia introduces practical practices like breathing exercises and self-talk adjustments that leaders can adopt to steer conversations towards resolution rather than conflict. They also highlight the importance of intentional communication, where clarity trumps winning an argument, thereby fostering trust and collaboration within teams.  Tune in to grasp how these communication strategies can transform not only your professional endeavors but your personal relationships as well. This episode is a must-listen for agency leaders ready to enhance their communication skills, cultivate resilient work environments, and lead with authenticity and efficacy. You'll leave with actionable steps to engage more mindfully with your team and clients, building a robust foundation 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. What You Will Learn in This Episode: The importance of inner calm and clarity in leadership during turbulent times   Developing effective communication skills as a learned practice Recognizing and managing physical sensations as cues for stress or discomfort The significance of taking a pause to gain control and clarity in a conversation Practical techniques for maintaining composure and de-escalating tense situations Communicating effectively across generational and remote work challenges The powerful role of intention and mindfulness in professional interactions  

Welcome to another insightful episode of Build a Better Agency! Today, host Drew McLellan returns with guest Lee McKnight from RSW to dive deep into the findings of the new 2025 Outlook report, exploring the evolving landscape of agency-client dynamics. As a key industry player, Lee brings a wealth of knowledge about the intersection of innovative trends and client expectations. In this enlightening discussion, Drew and Lee unpack the promising data from the report, which suggests an optimistic outlook for agency-client spending in the coming year. They tackle critical topics such as the enduring power of referrals, the rising significance of direct outreach, and the crucial role of consistent and targeted content in building authority and securing new business. They make it clear that agencies need to embrace these insights to tailor their strategies effectively. The pair also delve into the complex topic of competition from in-house teams and how agencies can strategically position themselves as indispensable partners through specialized expertise and forward-thinking strategies. Highlighting the potential of AI in both business development and operational efficiency, Drew and Lee emphasize the importance of agencies staying ahead of the curve to maintain relevancy and competitiveness in an ever-changing market.  This episode is packed with actionable insights and expert advice that can help you refine your approach to business development, client retention, and trend adaptation. Whether you're looking to cement your agency's authority or navigate the nuances of modern client demands, this episode offers the guidance you need to thrive. Don't miss out on learning how to align your agency's efforts with the expectations of 2025 and beyond.  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 alignment and discrepancies in spending optimism between marketers and agencies  The persistent and pivotal role of referrals and outreach in agency-client relationships Embracing AI for research and operational efficiencies without undermining creativity The evolving dynamics of in-house agency work versus external agency engagements Navigating the world of RFPs with a focus on strategic selectivity Demonstrating value through differentiated expertise and specialization Leveraging short-form video content to engage and attract potential clients  

Welcome to another episode of Build a Better Agency! In this solo cast, host Drew McLellan takes center stage to discuss a critical topic that every agency owner should consider—broadening the concept of growth beyond the traditional metrics like headcount and gross billings. As an agency leader, you'll gain fresh perspectives on how to leverage different growth strategies that go beyond the surface level. Drew delves into the importance of enhancing your agency's growth across various dimensions. He emphasizes the need for agencies to focus on increasing their adjusted gross income, not just through acquiring new clients but also by maximizing the potential of existing ones. Drew challenges agency owners to rethink efficiency, suggesting innovative ways to manage cost of goods and improve team structures through global talent pools and flexible work arrangements. Listeners will also be encouraged to concentrate on retaining clients and top talent, creating a stable foundation for long-term success. Drew outlines how educating both your internal team and clients can lead to more robust relationships and, ultimately, increased agency profitability. A particularly noteworthy point is that true agency growth should translate into better compensation for owners, stressing the holistic value of growth. Don't miss this episode if you're ready to explore comprehensive growth strategies that extend beyond just numbers. Drew's insights will provide you with actionable steps to transform your agency's approach to growth, offering a renewed sense of purpose and direction in how you develop and sustain 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. What You Will Learn in This Episode: Rethinking agency growth beyond headcount and gross billings The significance of continual learning and teaching within the agency Strategies for increasing adjusted gross income and profitability The vital role of client and team member retention in agency success Exploring flexible team structures and global talent for agency growth Developing a comprehensive plan for agency owner compensation   Embracing new business opportunities through deeper client relationships [

Welcome to the latest episode of Build a Better Agency! In this engaging discussion, host Drew McLellan is joined by veteran leader Jim Fielding to explore what it takes to be an authentic and effective leader in today's ever-changing landscape. With a wealth of experience garnered from his impressive career in retail and media, including at Disney and DreamWorks, Jim sheds light on being true to oneself while navigating the complexities of leadership. Throughout the episode, Jim shares his personal journey, including the motivations behind his book "All Pride, No Ego: A Queer Executive's Journey to Living and Leading Authentically." He highlights the internal challenges and triumphs he's faced in embracing authenticity as a leader from a marginalized community. Jim offers universal advice on overcoming self-imposed barriers and being vulnerable in leadership—core themes that resonate across industries and identities. Drew and Jim delve deep into the critical aspects of managing during tumultuous times, focusing on controlling what you can, communicating transparently with your team, and maintaining flexibility to adapt to uncertainty. Jim also emphasizes the importance of building diverse, high-performing teams and the business case for diversity and inclusion, especially in client-facing industries like agencies.  Don't miss this enlightening conversation filled with actionable insights on how to foster a culture of trust, respect, and exceptional leadership. Whether you're a seasoned executive or an emerging leader, this episode promises a wealth of knowledge to enhance your leadership journey.  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: Embracing vulnerability as a leader during uncertain times  Importance of over-communication with team members and clients Creating a diverse team to reflect and understand the client base Listening to team feedback to mitigate blind spots Balancing pride and ego for effective leadership Finding and utilizing your personal board of advisors for guidance Encouraging innovation and diverse perspectives within your team

Welcome to the latest episode of Build a Better Agency! This time, host Drew McLellan is joined by leadership expert Suzanna de Baca for a thought-provoking discussion that will transform the way you think about your role within your agency. As the new year inspires fresh goals, Drew and Suzanna explore the critical element that determines an agency's success: its leadership. Suzanna, who has a fascinating career journey from Wall Street to CEO positions and is now teaching leadership at the MBA level, brings decades of insights to the table. She emphasizes that good leadership extends beyond technical skills—it's crucial in a rapidly changing world to develop emotional intelligence, strategic thinking, and communication abilities. Whether you're a seasoned agency owner or new to leadership, Suzanna's revelations will provide you with a roadmap to becoming not just effective managers but dynamic leaders. The conversation explores the difference between management and leadership. Suzanna explains that visionary leadership includes establishing a clear purpose and inspiring your team to support it. They also address communication challenges, promoting a dialogue instead of a monologue to ensure your vision resonates with your employees. Suzanna and Drew will assist you in repeating and reinforcing your vision without allowing it to become mundane.  Don't miss out if you're eager to enhance your agency's direction through dedicated, intentional leadership. By adopting Suzanna's strategies, you'll empower your team, foster a thriving culture, and guide your agency to new heights.  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 evolving role of leadership in an ever-changing environment Distinguishing leadership from management and why it matters Encouraging proactive leadership at every level of the organization The significance of a clear and shared vision for agency success How to effectively communicate and reinforce company vision Leveraging leadership styles and tools for improved team dynamics Engaging employees in a two-way dialogue to enhance organizational alignment

Welcome to another insightful episode of Build a Better Agency! This week, host Drew McLellan welcomes Kevin Eikenberry to the show to explore the ever-evolving landscape of leadership. Kevin, a seasoned expert in leadership and learning with over three decades of experience, shares his expertise on how flexibility and adaptability are integral to effective leadership in today's fast-paced and scattered work environments. Drew and Kevin dive into the various challenges agency leaders encounter as they adapt to a world that demands greater flexibility than ever before. They discuss the transition from traditional, rigid work environments to a more fluid and dynamic approach, where leaders must balance consistency and adaptability. Kevin underscores the significance of mindset, skillset, and habits in enhancing leadership abilities. Together, they examine the aspects of leadership that remain constant despite the changing landscape and emphasize the areas where leaders can foster growth. Kevin shares practical strategies for enhancing leadership effectiveness, including fostering intentional and natural interactions with your team, regardless of location or time zone. Whether you lead a team in person or remotely, Kevin's insights provide leaders with the tools to navigate uncertainty and lead with confidence. This episode is filled with tips for creating meaningful connections with your team, promoting a culture of accountability, and continuously improving as a leader.  Don't miss this inspiring episode if you're aiming to elevate your leadership skills and adapt to the demands of leading in a flexible work environment. Whether you're an experienced agency owner or just beginning your journey in leadership, Kevin's wisdom and practical advice will undoubtedly guide you toward becoming a more impactful and flexible leader in your agency settings.  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: Embracing flexible leadership in a post-COVID world Balancing mindset, skill set, and habit set for effective leadership Integrating casual interactions naturally into remote work settings Transitioning from autopilot leadership to intentional adaptation Moving beyond viewing employees' needs as excessive Implementing consistent habit changes for improved leadership Encouraging accountability and feedback within teams

Welcome to the latest episode of Build a Better Agency! Host Drew McLellan returns with an engaging conversation that every agency owner needs to hear. In this episode, Drew welcomes back returning guest Casey Brown, a pricing guru known for her unique and insightful perspective on pricing strategy and negotiation. If you've ever struggled with finding the right price point for your services or navigating tough client negotiations, this episode is a must-listen.  Casey, who has shared her expertise at a previous Build a Better Agency summit, delves deep into the art of pricing. She examines the common challenges agencies face, such as being pressured to lower prices or feeling concerned about client budgets. Casey sheds light on important strategies for establishing pricing integrity and confidently presenting your agency's value. With her extensive background as a pricing consultant and experience in corporate America, her advice is both practical and transformative as you prepare for economic shifts anticipated in 2025.  During the episode, Drew and Casey discuss actionable tips for agency owners who might be prone to giving away too much in negotiations. They explore how to prepare emotionally and tactically for price setting and getting, ensuring that you're ready to walk away if necessary—emphasizing the power of 'no' and preparation. With concrete examples and relatable scenarios, they illustrate the importance of maintaining your agency's premium position without capitulating to every pricing objection.  Tune in to gain valuable insights that can influence your agency's bottom line and help build a more resilient and confident approach to pricing. Whether you're dealing with seasoned clients or negotiating a first-time contract, Casey's expert guidance will provide you with the tools to rethink and reinforce your pricing strategies. Don't miss this episode if you're ready to embrace the new year with renewed confidence and strategic foresight!  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: Understanding the psychology of pricing and negotiation Differentiating between price setting and price getting The importance of maintaining pricing integrity Leveraging questions to reduce resistance in negotiations Strategies for dealing with budget pushback from clients Preparing effectively for pricing discussions and negotiations Learning from pricing-related losses to improve future strategies

In this episode of Build a Better Agency, Drew McLellan emphasizes the game-changing impact of one-on-one meetings and why agency owners should make them a non-negotiable part of their leadership strategy. Drawing from real-world agency experiences, Drew shares why these meetings serve as an "early warning radar system," helping leaders stay connected to their teams, strengthen workplace culture, and proactively address challenges before they escalate. Drew outlines a structured yet simple framework for these biweekly, 30-minute meetings, highlighting that they are employee-driven—meaning the team member schedules the meeting, completes a structured form in advance, and leads the conversation. He breaks down the essential components of the form, including personal and professional check-ins, growth goal tracking, and opportunities for employees to share concerns, request support, and flag internal or client-related issues. By consistently implementing these meetings, agency owners can reduce day-to-day interruptions, foster deeper engagement, and cultivate a team that is both personally and professionally invested in the agency's success. If you're struggling with employee engagement, culture-building, or leadership visibility, this episode provides a straightforward yet highly effective solution. Tune in to learn how to implement one-on-one meetings, access Drew's updated meeting template, and start seeing immediate benefits in your 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: The value of one-on-one meetings for agency growth and employee development Setting professional and agency-focused growth goals for employees Encouraging accountability and preparation among team members Building deeper connections through personal and professional check-ins Enhancing employee support and addressing key issues effectively The importance of employees driving their own career discussions Leveraging one-on-one meetings to spot potential client or internal issues early

In this episode of Build a Better Agency, Drew McLellan sits down with leadership and workplace culture expert Sarah Noll Wilson to unpack one of the biggest challenges agency owners face today—building real culture and connection in a rapidly changing workplace. Drew and Sarah explore how generational shifts, post-pandemic workplace dynamics, and evolving expectations have reshaped the employer-employee relationship. They discuss why traditional leadership approaches—like assuming loyalty comes from salary or benefits alone—no longer work and how agency owners can foster genuine commitment and engagement. Sarah shares eye-opening insights on the importance of psychological safety, trust, and open communication, explaining why employees today expect to be seen, valued, and respected in ways that differ from the past. If you've ever felt frustrated by shifting workforce expectations, struggled to retain top talent, or wondered how to get your team to care as much as you do about the business, this conversation is a must-listen. Tune in to gain practical strategies for fostering a workplace culture that works—not just for you, but for your employees and the success of your 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: Understanding the generational shift in workplace dynamics  Navigating emotional engagement in leadership roles The importance of aligning agency culture with values  Rethinking how to build trust and commitment  Addressing the challenges of hybrid and remote work environments Experimenting with new strategies for relationship-building Embracing intellectual humility to foster collaboration 

Welcome to the latest episode of Build a Better Agency! In this episode, host Drew McLellan dives into a fascinating yet often overlooked topic that will have you rethinking how you present yourself professionally. Joined by expert guest Morgan Wider, Drew explores the powerful impact of wardrobe choices on your personal and professional brand. Morgan, a seasoned wardrobe stylist with a decade of corporate retail experience, shares invaluable insights on how to ensure your exterior appearance aligns with the professional image you want to project. Whether you've been dressing the same way for years or are looking to make a change, Morgan's advice on intentional dressing and wardrobe curation will make you reconsider your daily attire. They'll discuss practical tips on evaluating your current wardrobe, making intentional color choices, and infusing your outfits with personality through accessories. You'll also hear about common wardrobe mistakes and the small tweaks that can make a big difference in how you're perceived by others. Don't miss this episode if you're ready to take actionable steps towards enhancing your executive presence, boosting your confidence, and standing out in your field in the most authentic way. Trust us—by the end, you'll be walking into your closet with a whole new perspective. Let's get started! 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 importance of intentionality in how we dress to convey our professional message  Understanding the alignment of personal authenticity with professional attire  How our wardrobe choices influence both self-perception and external perception  The significance of avoiding the default "should" outfits to stand out while respecting professional norms  Practical tips for refining wardrobe choices to maintain authenticity and professionalism Utilizing accessories and small details to add personality and create conversation starters The value of an external perspective to reassess and enhance your professional wardrobe choices 

In this episode of Build a Better Agency Drew McLellan talks with Tessa White, also known as the Job Doctor. Tessa has a rich background with 25 years in HR and a fascinating journey that saw her pivot from corporate life to empower individuals in the workforce, all during the turbulent times of late 2020. What started as a simple endeavor on TikTok quickly transformed into a massive platform with millions of followers and a compelling new book, “The Unspoken Truths for Career Success.” We explore the evolving dynamics of employer-employee relationships, the importance of effective communication, and how generational perspectives are reshaping the workplace. Tessa offers eye-opening strategies for building loyalty, beyond merely providing great benefits or flexible work conditions. Whether you're an agency owner struggling with the concept of loyalty in the modern workforce or looking for innovative ways to connect with your team, this episode is packed with transformative insights. Join us as Tessa White breaks down what employees really crave in their careers and how business owners can adapt to these changing demands. Grab your notepad; you won't want to miss this! 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: Understanding the disconnect between employers and employees  How to foster employee loyalty in a changing workforce  The importance of career pathing from day one  Rethinking compensation and rewards  The power of customization in the workplace How to build stronger relationships in hybrid and remote environments Adapting to the future of work   

Agency book writing and publishing can seem like a daunting mountain to climb. But with the right people to help you through the process, it can be one of the best things you can do to uplevel your thought leadership efforts.  That's why this week, I invited Shadley Grei, an agency book publishing expert and newer member of AMI, onto the show to share how agency owners can start thinking about writing their first (or next) book with the help of a ghostwriter. He shares how his agency helps other agency owners discover if their ideas are ready to become a full-fledged book, and how to start compiling it all to collaborate with a ghostwriter.  As the visionaries of the agency, we need to be always looking for the new, unspoken angles of things in the work we do, and Shadley helps agency owners share their perspectives without the pressure of having to do it alone.  If you think you might be ready to finally get your idea or vision out in writing in 2025, this episode has all the info you need to start turning that idea into reality.   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 a ghostwriter can be a partner in helping you find unseen angles for your book How to get a seat at the table and show clients you're capable of more What producing a book can do for the agency and agency owner How and why Shadley got interested in starting his own publishing company The fun of partnering with thought leaders to help their ideas come to life Using a ghostwriter isn't cheating — it's a strategy 3 ways to know if you're ready to write a book Getting over fear and owning your expertise

I wanted to wait until after the holidays to talk about this topic because it's a bit heavier than what we usually talk about on the show. But it's something that Danyel and I have noticed weighing heavily on a lot of you since COVID, and that is agency owner grief.  It's true that many of you have experienced quite a lot of loss and change these past few years  — with the way we work, how well our business is doing, AI, our overall productivity, and so much more. It's a lot of change to handle, and for many of us, we haven't taken the proper time to actually acknowledge our grief and begin to let it go.  But without taking those first steps, that grief will continue to take hold of us and affect us in all aspects of our business — and even our personal lives. Many of you report being restless, unable to focus, depressed, uninspired, feeling heavy, and burnt out. And it's all because we're burning the candle at both ends without taking the time to acknowledge just how much change we've gone through in the past 5 years as agency owners.  So I hope you'll join me and take some time to take stock of everything that's happened from 2020 to now — the good and the bad — and start to recognize just how much we've gone through so we can collectively learn to grieve and begin to let go of the bad to make more room for some good.  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: Why agency owners are struggling mentally and emotionally more than ever Understanding agency owner grief and what's caused it to increase in the past 5 years Addressing agency owner grief The 5 stages of grief and how it manifests for agency owners The trickle effect of grief on agencies How we can begin to identify our grief  Starting the healing process after we identify the source of our grief Seeing post-COVID as an agency renaissance

Many agency owners feel like their clients are putting them in a box of specific skills they're able to perform for them. And for many of us, that's not a good feeling. We're wired to think creatively and break free from that metaphorical box, but it can be hard to communicate that to our clients in a sea of competition. So, it's time to break out of that box in 2025.  That means we need fresh ideas, innovative thought leadership, and non-obvious thinking. And there's nobody better to talk to us about this than Rohit Bhargava, from Non-Obvious Company. He knows exactly what it's like to be put in a box creatively, but he's even better at breaking out of it.  For years, he's taken a hold of the status quo to challenge it, question it, and ask more of it so that he can stay ahead of the conversation and shape it to better serve his clients — and his agency.  So join us to get inspired to do some fresh, non-obvious thinking in this week's 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. What You Will Learn in This Episode: What should be on every agency owner's mind in 2025 How to get a seat at the table and show clients you're capable of more The importance of thought leadership to make sales come to you The difference between content creation and thought leadership How to apply non-obvious thinking to our agency work Getting our clients to be more open-minded, creative thinkers with us The role of AI in the future of agencies The importance of demonstrating real connection and chemistry to both potential and current clients Trends agency owners should be paying attention to in 2025

Almost no agency owner got into the agency world for their passion for bookkeeping. And if you did — great! You're several steps ahead of most of us. But the reality is, most of us are just happy to keep cash in the bank for payroll and probably aren't looking at the finances as much as we should be.  Sandy Catour joined me this week to share why we should rewire this habit. Agency owners should be just as involved with the agency finances as their finance and accounting teams, and they should be in frequent communication with one another.  Without a good understanding of your cash forecast, how your money is being spent, and where you're losing the most profit, it's impossible to run the agency by the numbers and keep a good handle on where all your money is going.  So join us to get a realistic look at what agency owners should care about the most in the agency financial reports and what they can talk to their finance teams more openly and honestly about in 2025.   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 an agency owner should approach agency finances How agency finance conversations differ between small and medium agencies What financial reports you should be looking at as an agency owner Knowing how to price and how to find profit black holes in the numbers How agency owners should think about the financial roles in their company and how they serve the agency How to communicate well with your financial team What monthly financial meetings should look like with your accountants, bookkeepers, or other finance team members Getting an accounting person to put together a cash forecast and what that should look like

Agency growth and biz dev can feel like an uphill battle when we're already so tired, overworked, and burnt out. But it doesn't have to be hard or add anything extra on our already full to-do lists. In fact, it shouldn't be difficult at all.  Tori Boats joined me this week to help close out the year on a high note and show us that setting our agencies up for exponential growth in 2025 doesn't have to be tough — and it can even be fun.  If you're feeling that end of the year slump, this episode should inspire you to rediscover that creative spark that motivated you to start an agency in the first place. No worrying about what's profitable or competitive — just pure creative and visionary ideations that will give you the fresh thinking you need to start off 2025 on the right foot.  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: What gets in the way of the spark of agency ownership Getting into an innovative and creative headspace Translating a creative spark into sustainable agency growth Centering your clients' needs instead of yourself or the agency Challenge yourself to come up with silly, unrealistic ideas Infusing energy, excitement, excitement, and visionary ideas to agency employees Having a vision is the key to getting unstuck The 5 mistakes agency owners make that keep us stuck

Agency ownership can leave us stressed, burnt out, and sometimes, thinking the grass is greener somewhere else. But when you really sit back and think about it, we have it pretty good — we just lose sight of it sometimes.  So this week, I'm finishing off the year with another solo episode to really sit down and take stock of what it is about agency ownership that makes it so special compared to other jobs. Because no matter how hard things get or how many bad days we have, our jobs are still pretty special and unique.  While you listen to this episode, I want you to reflect on all the things that you could take a little more time to appreciate. Whether that's your employees, your work-life balance, your clients, or even just the type of work you get to do, there's always something we can be grateful for in this industry.  In 2025, let's find a little more joy in our work and give ourselves more credit for all the hard work we already do and will continue to do — because we love it that much. 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: We're wired to constantly want to do better Agency owners can lose sight of how much joy is in the industry Agency ownership brings us balance in our personal and professional lives You can still make a decent living as an agency owner even if you have a bad year Getting to work for and with whomever you want Doing the type of creative work you want to do (for the most part) Why you should take some time to reflect on all the joys that come with agency ownership Agencies have more impact than we give ourselves credit for

As we round the bend into the new year, I'm reflecting on the lessons learned from my time as an agency owner and the insights I've gained from working with hundreds of agencies.  While there are too many to count, I'm going to try to boil down my experiences into a few points that I hope you can take into 2025 as you start to think about what you want the next year to look like for your agency. This episode is packed with actionable advice on things like niche selection, service offerings, operational efficiencies, and how to foster a culture of continuous growth and dedication among your staff.  As you go into the new year, ask yourself, How do you want your agency to look different? How do you want your team to look different? How do you want to look different to the world? And how do you want the clients you serve to be different? With those questions in mind, join me as I walk through what my dream agency would look like today and how you can implement these strategies to align your agency for success in 2025.   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: The most profitable size of an agency Dividing in-office work and at-home work for a hybrid agency The importance of having in-house accounts service people who are dedicated to growing the agency Using freelancers and contractors to support a smaller team of in-house creatives The continued importance of running the agency by the numbers for maximum profitability Having one-on-ones to check in with agency employees and clients Narrowing down your niche to get to that 20% profitability Building a recession-proof agency Getting more thoughtful about what the agency owner role looks like and hiring roles to support it Getting smart about paying yourself  Team off-sites and investing in professional development

To grow the agency, agency owners need to be working on the business, not working in it. That means we have to accept that it's time to get out of the day-to-day and embrace agency entrepreneurship as business leaders.  Michael E. Gerber, author of The E-Myth and renowned business guru, joined us today to share some profound lessons for agency owners to uplevel their businesses and stop getting stuck just being technicians of the business.  Too many of us get stuck in the day-to-day operations, doing work we should hire other experts to do. And while those experts do what they do best — so should we. By focusing on biz dev and enhancing the mission, vision, and values of the agency, we're making room for the agency to grow while achieving our dreams.  If you've been looking for a push to get inspired to finally run the agency as the visionary you are, this is your episode. Michael is a great inspiration to show agency owners that following our dreams and visions is possible if we set ourselves up for the right kind of 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. What You Will Learn in This Episode: How agency owners get in their own way of their success Many agency owners are technicians suffering from entrepreneurial tendencies How to use systems and processes when you're an agency doing custom work The 8 distinct personalities for a great entrepreneur Running an agency vs. doing the work of an agency Create systems and processes, and then make your agency the product Great entrepreneurs are great creators

Account executives are critical for agency profitability and success. Without them, we wouldn't have anybody responsible for building deeper trust with clients and growing their accounts. That's why we've brought Lori Highby on the show this week to share everything she knows about the account executive role. Some of you might recognize her from the AE Bootcamps she teaches at, and she's here to bring that wisdom to the greater AMI community so we can better understand just how important our AEs are for agency success. As someone who has an inside look at how AEs think and the questions and concerns that are always in their heads, Lori is the perfect person to share them so we can learn how to better support our AEs.   We cover everything from the expectations in an AE role, how agency owners can better communicate their goals and expectations to AEs, recognizing their hard work, and supporting their goals and aspirations within their role so they can also grow with the agency.  This episode is packed with incredible insights, so we hope you can take some of these topics and use them to better understand and support the AEs in your 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: Recurring struggles that account executives face and are looking for guidance about The importance of standardized communication on the team and with clients Helping AEs level up their soft communication skills Supporting your account executives' eagerness to learn and level up The importance of AEs knowing agency math and using it to determine profitability What AEs really want from agency leadership  Take more time to recognize and appreciate your account executives' hard work How to find more moments for recognition on your team What AEs love about their jobs How to support and encourage your team in leveling up their skills How agency owners can amplify AE success in the agency

This one is going to be hard for most agency owners to hear, but you need to take a sabbatical — or a vacation or any amount of time off where you completely unplug from the agency. No Slack, no email, no phone calls. Nothing. Most of you just got really uncomfortable reading that statement, but it's absolutely necessary if you want your agency to grow. In fact, not taking time off could be stifling agency growth more than you realize. Every time you jump into a meeting with a client that your project manager or AE could be taking, or you need to sign off on a minor thing that your leadership team could handle, you're making it harder for your team — and your agency — to grow. Louise Oliver is going to share her story of how she was exactly like many of you, stressing over her maternity leave and avoiding deleting work apps off of her devices. And then she did it. She realized how much that time off helped her and her agency grow exponentially. So, tune in and take the sabbatical. 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: Don't be an agency owner who can't imagine being involved in everything Taking time off completely unplugged shows your team they trust you The importance of having a strong leadership team to back you up The stages of grief of unplugging during a sabbatical The day and night difference Louise experienced after returning to work Taking a sabbatical will give you the freedom to finally do the work you want to be doing Letting your leadership put out fires while you're away is the key to their growth How stepping aside can help your team find weak spots in systems and processes If a sabbatical or vacation feels impossible, that's a good sign to look at how your team is structured How taking time off can help you on a personal level outside of the agency

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. 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

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. 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

It's no secret that new business for agencies was brutal in 2023. And for some in 2024, it's been equally difficult. So, for 2025, we want to challenge you to get unstuck from those difficult sales cycles and lay the groundwork for some new energy as we come to the end of this year. This week, Susan Baier joined me again to help us look at the agency sales cycle a little differently. Next year, it's all going to be about using research studies to build your thought leadership portfolio, create cobblestone content, and attract right-fit clients with little to no prospecting on your end. If you haven't done research studies before, it's time to start. Get some data, find your unique perspective, and share it openly and with authority. In 2025, it's going to be all about teaching and educating your audience to build trust so that by the time they pick up the phone to call you, they've already bought into your expertise. If you're looking to get out of the funk of 2 slow sales years, you'll want to stop what you're doing right now so you can take some notes on 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. What You Will Learn in This Episode: How does doing research make agency employees and the agency better? Why agencies need to constantly be adapting and learning new things Using new knowledge and research to make your team smarter How agencies can use their research to innovate and be better The surprising effects of new research and thought leadership on client budgets Using research to shorten the sales cycle, build trust, and promote thought leadership 3 big things that happen when agencies conduct their own research Innovative and creative ways to present new research to clients and prospects It's not just about data — it's about your unique perspective on the data Building cobblestone content out of larger research studies

With more agency owners wanting to step out of the agency's day-to-day operations to focus more on being the company's visionary leader, there are many areas of the business that can sometimes go overlooked. To remedy this, many agencies are embracing the COO role to help keep things running smoothly. With the fast growth of this role comes many questions, which we will answer in today's episode. Carolyn Lodge, a COO and agency owner herself, has a unique perspective that will help us see both sides of the coin in the CEO/COO relationship. We discuss what skills and qualities we should look for in a COO, the dynamic a CEO and COO should have when working together, the top concerns of current COOs like cybersecurity issues, and the role COOs should play in agency AI development. This episode is packed with insights and advice for agency owners looking for extra support with their day-to-day operations, so be ready to take some notes and, hopefully, think a little differently about how you can best utilize your team in the future. 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: What scaling effectively means for agency owners How to identify which areas of the agency are ready for growth Finding ways to replicate and systemize work in a custom industry like marketing Marrying customization and systems and processes for agency growth Letting go of identity attachment as an agency owner to better utilize your team's skills Building an effective training program that helps team members and new employees be more self-sufficient The more time off you take, the more money you can make The often overlooked downsides of growing and scaling the agency Digging deeper to discover why you really want agency growth Finding your Minimal Viable Operation for what you need to reach your growth goals

This is a topic we've covered many times before, but it's an important one. When was the last time you checked in with yourself about what agency growth really means to you? It can be more than just adding more team members and physically growing and expanding the agency. It can also mean growing your AGI, getting higher paying clients, more interesting projects, more name recognition, or more freedom and time off. No matter how you personally define agency growth, there's a method to achieve it. This week, Marquel Russell is sharing his expertise in agency growth and scaling so we can learn how to do it in a way that works for us. From niching down, getting out of the day-to-day operations of the agency, or actually taking time off (a foreign concept to most agency owners), there are ways to reach your agency growth goals. Join us to learn how Marquel has helped countless agencies grow and scale with just a few tweaks to their business models. And if you're still not sure what agency growth looks like for you, this episode is even more important for you to listen to. 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: What scaling effectively means for agency owners How to identify which areas of the agency are ready for growth Finding ways to replicate and systemize work in a custom industry like marketing Marrying customization and systems and processes for agency growth Letting go of identity attachment as an agency owner to better utilize your team's skills Building an effective training program that helps team members and new employees be more self-sufficient The more time off you take, the more money you can make The often overlooked downsides of growing and scaling the agency Digging deeper to discover why you really want agency growth Finding your Minimal Viable Operation for what you need to reach your growth goals

As agency owners, we're perpetual change-makers, striving to affect real and sustained transformation not just in our clients' lives, but also in our own. But as we all know, creating transformational, lasting change within the agency can be an uphill battle. Humans are hardwired to resist change because it can feel unsafe. So when we want to change our day-to-day operations, revise a strategy with a client, or even get a prospective client to say yes to something unfamiliar to them, it can be tough to find a way to get that “yes” we so badly want to hear. Our guest this week, Tamsen Webster, is an expert in change. She joined me to dive into how we can be more effective in creating transformational change by understanding the principles that guide human behavior. We explore how traditional advice often falls short, leading Tamsen to write her book, which shares effective change strategies into actionable insights for the agency world. If you're an agency owner looking for practical advice on how to communicate more effectively and make real, lasting changes — both for your clients and within your own team — you're in the right place. So, grab a notebook, listen closely, and get ready to start making changes that actually stick. 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 missing link for agency owners in making transformational change Why behavioral economics and psychology are harder in business than in interpersonal relationships Creating long-term, lasting change over quick fixes The “why” behind how people approach change matters Why people have to agree with the “why” and the “how” when presenting a change We can't want the change more than they do Why pain and stress isn't a good change motivator for long-term, lasting change How to go after a committed yes over a quick yes

Your business should serve your lifestyle — not the other way around. Many agency owners got into the industry because it affords them a lifestyle and freedom most people dream of. But it's easy to lose sight of that when the business gets overwhelming and we fall into agency owner fatigue. For this week's solocast, I want to do a deep dive into one of the ways we help agency owners sort out this fatigue and get back on the right track to achieving their goals and dreams — the agency owner life plan. This plan is a free tool to help agency owners sit with their goals, dreams, aspirations, and legacies and write them down so they feel more tangible and achievable. These legacies don't have to be lofty, lifelong goals but can be smaller goals that we can start working toward today. Whether you have a charity you'd like to work with or just want to focus on spending more time with your family, you can use your agency (along with the agency owner life plan) to help you achieve these goals step by step. So if you're feeling burnt out, fatigued, or discouraged, this episode will help you sort out your dreams and desires and help you get back to using the agency to fuel your legacies. 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: 3 things that drive agency owner fatigue Our business should serve our life, not the other way around The agency owner life plan Finding 5 legacies you want to leave in your lifetime Uncovering 3 things you can do this year to start working toward your legacies Choosing 5 people you want to spend more time with to help you achieve your goals How to use the agency to support you in accomplishing your goals

Agency leaders have some of the most important roles in the agency. They're key team members supporting the agency owner in the agency's day-to-day operations and taking on roles that allow the agency owner to focus on business development and other key tasks. The truth is, it can be a lonely position. As agency owners, we need to consistently work on being more supportive to these key leaders — whether they're our COO, creative directors, department heads, account leads, or even the company president. These positions are mission-critical and will support the long-term growth and success of the agency all the way to its succession. So naturally, it's our job to create opportunities for growth, career development, and constructive feedback that support our agency leaders to be better at their jobs. This episode is a great one to sit down with your agency leaders and go through the different points we discuss so you can learn what opportunities you and your agency leaders can create together for their continued growth and development. 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: Which agency leader positions typically qualify for leadership peer groups Why Del found value in sending his agency leaders to peer groups at least twice per year How agency peer groups help agency leaders feel less lonely in their positions Why money isn't always the solution to keeping agency leaders happy The value of mentoring and coaching leaders, and how to structure time for it How to give your agency leaders more autonomy in their roles The importance of workshops, peer groups, and other leadership training opportunities Helping your agency leaders grow in their roles within the agency How agency leaders want feedback presented to them

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. 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

When I was an agency employee, I admittedly hated being told what to do or how to do it. So naturally, systems and processes really rubbed me the wrong way. Now, as an agency owner, I've learned to embrace the same systems and processes I used to rebel against because I know they help me run my agency better. Despite how constricting they can feel at first, they're there to help you get a zoomed-out look at how your agency is running and collect data on how to make strategic improvements. For Misty Larkins, systems and processes have really helped her grow and scale her agency from 4 employees, to just over 20. This week, she's joining us to share how she and her team started documenting systems and processes from ground zero to get them the well-oiled machine they have today. Even if you hate the idea of systems and processes, they can really be helpful in the case that you lose a top employee or have someone essential out sick for a month or two. So join us to discover what Misty learned about establishing systems and processes in her agency and how we can do it, too. 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: What it looks like when you have no documentation of systems and processes Starting to define your processes from ground zero Implementing tools and project management software after establishing a baseline Having a person or team take ownership of documentation Making changes stick with your team Knowing when the established systems and processes are scalable Balancing the desire to be creative and innovative with following systems and processes Setting expectations about what success looks like in the agency Creating an environment for employees to learn and grow

Finding right-fit clients is one of the never-ending juggling acts of agency ownership. We need to keep the pipeline full, but we don't want to rely only on referrals or say yes to clients who don't fit our niche or values. The solution lies in how you build and maintain relationships. Not just any type of relationship — relationships that are aligned with the mission, vision, and values of the agency. On this week's episode, Matthew Kimberley shares his expertise in finding right-fit clients through tactics like the Red Velvet Rope Policy, which makes it clear who you are (and aren't) for. His strategies make it simple to get clear on your right-fit client criteria so you can focus on working only with those who excite you. As any good agency owner knows, we're in the relationship business. So Matthew also shares how to nurture relationships with clients and prospects once you dial in on who you want to serve. This episode serves as a good reminder that even though building and nurturing relationships with right-fit clients might seem like a simple concept, we can always take the opportunity to reevaluate who we want to work with and how to go after 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. What You Will Learn in This Episode: The core tenets of attracting right-fit clients Determining who your ideal right-fit client is The Red Velvet Rope criteria Setting boundaries that make it clear who you are and who you want to work with Diversifying your offers to different tiers of clients Maintaining and nurturing client and prospect relationships Prioritizing who to keep in touch with Identifying your outreach network of 90

Every agency should be able to run at 20% profitability on a consistent basis. But as agency owners, sometimes we get in our own way and become the bottleneck to our agency growth. For this week's solocast, I'm breaking down the five biggest things agency owners do to stifle their agency's growth. Whether it's not being able to get out of the day-to-day operations, or not trusting what your numbers are telling you, these are all things most agency owners encounter at least once while growing and scaling the business. The good news — you're not alone. These five issues are very common. The bad news — they can be a tough pill to swallow and difficult to course correct once you realize what's happening. This episode will give you a detailed guide to recognizing these common patterns and behaviors for agency owners and what to do to get your agency back on the path to growth and profitability. 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: Why doing everything your way won't work forever The impact of this on agency growth and profitability The importance of documenting SOPs and systems and processes and updating them regularly How to start documenting SOPs if you don't do this already Why serving clients instead of the agency will leave you stuck The 3 S's of growing an agency Why you need to listen to what your numbers (AGI) are telling you Prioritizing performance-based growth over selling on personality or individual reputation

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. 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

We've spoken before about how podcasting is a great tool for building an audience that sees you as a thought leader. That's still true, but simply having a podcast is not enough. To truly be successful in podcasting, you must know how to engage that audience and be worthy of their time. As our guest Tom Weber says, “You don't have a right to have an audience.” An audience must be earned. Tom shared some insights about the importance of knowing who you're really speaking to. It's not just about demographics; it's about understanding your audience's needs, fears, and desires. We also explored how to build a captivating narrative that engages listeners and how to ask the tough questions that get you honest feedback. If you want your podcast to engage your audience and make it past the first seven episodes, it's worth investing the time and effort to make it truly exceptional. Your audience will thank you for it — and more importantly, they'll keep coming back for 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: What podcasters get wrong about marketing their shows Respecting the audience's time commitment that they're making to you The #1 way to promote a podcast Why creating a compelling narrative is extremely important in podcasting Making your show something people want to listen to Getting on your audience's level Don't put out any content you're not proud of Getting effective input and feedback from your audience Starting a conversation with your listeners Knowing what your audience wants to hear and learning from them

As agency owners, we're always looking for ways to improve our business development strategies and stand out in a crowded marketplace. This week, I'm flipping the script and sharing an episode where I was a guest on Susan Quinn's podcast, Better Experiences by Design. Susan asks some great questions to help get to the bottom of the two main biz dev strategies modern agencies can count on today — niching and thought leadership. Doing these two things can transform your agency's growth trajectory. We cover several key components, including how to leverage thought leadership effectively, why niching down is crucial for agency success, and how to overcome the fear of narrowing your focus. We also explore common mistakes C-Suite executives make in marketing their own firms, the importance of consistency in business development efforts, and how to identify and attract “right-fit” clients for your agency. Success in agency biz dev today is about being consistently interesting and relevant to your ideal clients over time. By focusing on your expertise, generously sharing your knowledge, and staying top-of-mind, you'll be the natural choice when prospects are ready to buy. 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 thought leadership is a critical part of biz dev What clients should think about when hiring an agency The riches are in the niches — narrowing your focus Knowing when you've narrowed your niche enough Why referrals aren't the best way to grow your agency What does a right-fit client look like? Taking advantage of AI as an industry disruptor Bettering your best with constant learning

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

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

Agency owners have it tough these days, but we have more control over how hard it is for us than we think. This week, we're going to talk in-depth about how we can change the course and direction of our business by changing our habits and mindsets. To help us, we're talking to Jason Yarusi about creating positive momentum around breaking bad habits, choosing to offload tasks that aren't propelling us forward, and cutting out unnecessary chaos in our lives. You might think there's nothing you can personally change, or maybe you have too many variables that are completely out of your control. You could have a lot of fires popping up during the day that you have to address. But the good news is we have a lot more say in what happens in our day-to-day than we think. And by taking a few moments to ground yourself in the reality of your situation, you'll realize that a lot of those big fires aren't fires at all — or someone else's fires to put 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. What You Will Learn in This Episode: The near-death experience that changed Jason's course in life Being self-aware in how you're showing up each day Starting the day off with a solid routine that sets you up for success Regrounding yourself when things start going off course How to recognize you're not focused on the right parts of your business Finding your way out of the day-to-day grind to reach your long-term goals Creating positive momentum around changing habits that aren't serving you Where people get stuck in these habit shifts the most Writing down 3 things you can do write now to build positive momentum

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. 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

CMOs have a lot on their plates, and similar to agency owners, their role can be lonely in the C-Suite. Because of this, CMOs rely heavily on agency partnerships to keep them in the know. To help us understand the crucial role of agency-CMO relationships, Liza Adams is giving us an inside look at what it's really like to be a CMO—what they value in strategic partnerships, what they need from agencies the most, and why agencies are an integral part of doing their job well. This episode is packed with candid, practical advice from Liza for agencies to nail it in their client-agency relationships. When you boil it all down, if your CMO is happy, your agency will be happy. And that alone will carry you far in your business journey. 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: What agencies don't understand about the CMO role Getting out of the competition mindset against other agencies What a CMO wants from an agency-CMO relationship The difference between an agency that gets recommended by a CMO and ones who don't How AI is changing the world from a CMO's perspective Should agencies be trying to experiment with AI for clients? How AI will change the CMO role in the future How agencies can help CMOs do their jobs better