Sell With Authority

I'm super excited to welcome our guest expert today, Natalie Henley. If this is your first introduction to Natalie — she's the CEO and Owner of Volume 9 Digital. She's also a sharp speaker, trainer, and consultant. But more importantly — Natalie is right in the thick of it. She's not just running the agency — she's leading ops and sitting in the strategic seat with clients. She's hands-on, gathering insights, solving real business problems, and applying that knowledge every single day. That's one of the biggest reasons I wanted to invite her onto the show. The perspective she brings — from actually doing the work — is powerful. Natalie shares the story of a custom dashboard they built at Volume 9. Not just some templated reporting tool — but a fully custom platform, designed from the ground up to help clients log in, check results, and truly understand what's working. We also unpack all the lessons they learned along the way. We also dig into a pivotal moment back in 2022 — when Natalie and her team made the bold decision to stop being all things to all clients. They simplified, refocused, and doubled down on the problems they solve best. That clarity helped them build authority in the right niche — and made them a much easier yes for their right-fit prospects. There's so much in this episode that you can take and immediately apply — especially if you've been feeling stretched too thin. Natalie's insights will help you get clear, get focused — and sell more of what you do best. What you will learn in this episode:  How Natalie developed an agency owner's mindset by “learning how to sell — and how to be valuable” from the beginning Why agencies must focus on the shortest path to client results instead of just racking up deliverables The candid story behind Volume 9's $500K dashboard investment Why retention isn't about fancy tech The turning point when Volume 9 stopped being everything for everyone — and how they set boundaries for YES and NO Resources: Website: https://www.v9digital.com/ LinkedIn Personal: https://www.linkedin.com/in/optimization/ LinkedIn Business: https://www.linkedin.com/company/volume-9-inc/ Instagram: https://www.instagram.com/volume_nine/ Facebook: https://www.facebook.com/volume9inc Volume Nine Resources: https://www.v9digital.com/resources/templates/

I am beyond over the moon excited to have our very special guest expert on this episode of Sell With Authority, Laurie Mikes. Laurie is the Chief Operating Officer of the Second Wind Agency Network, where she oversees daily operations and works closely with Second Wind's member agencies. That gives her an incredible pulse on the industry — she truly has her finger on the trends, the challenges, and the opportunities agency owners are navigating right now. I invited Laurie to the show because of her deep expertise around agency finance, growth, and operations. I was especially eager to have this conversation after reading a blog post Laurie wrote entitled, “Transparency Builds Trust with Clients.” My Predictive team and I feel the same way. We recommend that our clients build transparency right into their biz dev processes — teaching and sharing generously right from the onset of a new relationship. When you do that, you remove friction from the sales process — and make it so much easier for your right-fit prospects to say “yes.” That's exactly where Laurie and I focus our time and attention in this episode — how you can build deeper trust with your right-fit prospects and clients. If you take and apply the insights Laurie shares, you and your team will be better equipped to build trust faster — and that, in turn, will help you sell more of what you do. What you will learn in this episode:  Why transparency is the foundation for building authority and winning trust with right-fit clients How to openly share your agency's process so prospects feel less like targets and more like valued partners The #1 mistake agencies make trying to protect their “secret sauce” — and what to do instead Why difficult, honest conversations actually get you a seat at the table as a strategic partner — not just a vendor Real-world examples of onboarding practices that set the stage for long-term client retention and bigger budgets Resources: Website: https://www.secondwindonline.com/ LinkedIn Personal: https://www.linkedin.com/in/laurie-mikes/ LinkedIn Business: https://www.linkedin.com/company/second-wind/ AGENCY WORKFLOW AND EFFICIENCY

I'm excited to welcome our guest expert to the podcast today, Tim Kilroy. If this is your first time being introduced to Tim — he's the Founder of Build Your Agency Better, where he helps agencies fix what's broken and grow the right way. He's been in the trenches, he's led from the front — and he knows his stuff when it comes to agency growth. I invited Tim to join me today because I wanted to dig into his perspectives around agency biz dev — specifically, I recently read one of Tim's LinkedIn posts and thought, “Yep — this is right on the money.” The headline of that post? “5 things to fix that will boost your close rate.” And that's exactly what we unpack in this episode. Tim and I break down each of the five — piece by piece — so you can take his insights and apply them directly into your sales process. I'd like you to keep two questions in mind as we go through Tim's 5 fixes: First — are you actually doing all five? If not — you've now got a clear set of action steps to put into practice. Second — if you are doing them — could you be doing them with deeper excellence, more consistency, and greater impact? If you take the insights and wisdom Tim shares in this episode and actually apply them — you'll remove friction from your sales process, you'll create more momentum with prospects — and you'll make your agency an easier “yes.” What you will learn in this episode:  Why knowing what problem you're solving, and for who, makes biz dev so much easier Why premature pitching shuts down momentum — and how to keep your sales conversations on track The “return on understanding” metric that could transform your discovery process How to use your right-fit prospect's language, pain points, and context to position your agency as an easy yes Why clarity around next-steps is essential The truth about many agency case studies Simple but overlooked shifts that can turn your biz dev into a repeatable, reliable system — no matter what the market is doing Resources: Website: https://timkilroy.com/ LinkedIn Personal: https://www.linkedin.com/in/timkilroy/ LinkedIn Business: https://www.linkedin.com/company/agencygrowthcoach/ Agency Assessment

Now — more than ever — it's time to double down on nurturing your leads with excellence, so you can sell more of what you do. Back in Episode 131 of the podcast my business partner and Predictive's Chief Strategy Officer, Erik Jensen, dropped some serious wisdom about how uncertainty kills sales. He laid out how showing up consistently — for your audience, for your right-fit prospects, for your clients — with helpful, relevant content that leans into their biggest business issues — that's how you remove friction from your sales process. And when you do that — something pretty amazing happens. You create hope. You create certainty. But maybe you're thinking — well, that's great in theory — and we think we know the challenges our prospects are facing — but we're not 100% sure which ones they actually care about most. That's exactly what we dive into today with Erik — to help us go deeper. Erik walks us through a quick refresher on what we call the Transformation Triangle — it's one of the best tools we use when helping agencies and B2B businesses get clear on the real value they deliver and the real problems their prospects want solved. But that's not all. We introduce you to a new strategy we call the 7:1 Cadence — a process Erik and Hannah built for collecting the right data, analyzing what's working, and making smart adjustments to your content and distribution strategy. The result? Your prospects gain more certainty. You reduce friction. Your biz dev strategy wins more often. If you apply the insights and action steps Erik shares, you and your team will remove uncertainty, collect better insights, and create content that actually lands with your right-fit prospects. What you will learn in this episode: How the Transformational Triangle can sharpen your agency's focus Why specificity creates certainty in your sales process and enhances client trust Understanding your clients' business issues versus tactical ones Why the 7:1 Cadence is a game-changer for nurturing leads — and what it can reveal about your audience How to refine your strategy using meaningful data and insights for faster, more lucrative decision-making Resources: Website: www.predictiveroi.com Transformational Triangle: www.predictiveroi.com/triangle/ Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Erik's LinkedIn: http://www.linkedin.com/in/erik-jensen-b9946068/ Order your free paperback or Kindle copy of our Book: Sell with Authority

Before I introduce you to our special guest expert today, I want to take a moment to share some context I think will tee up today's topic — and why we wanted to have this conversation. Right now, 70% of business leaders rank “showing care” as a top priority — but many of them struggle with how to express “care” effectively.   If you're looking for strategies to make your agency an easy yes for your right-fit prospects — or how to get onto their radar in the first place — crafting a plan to build strategic engagement should be a key part of your mix. That's why we're excited to have Jamie Shibley, CEO of The Expressory, back for this encore interview. We unpack the research findings, explore key insights — and most importantly map out some action steps you can take and apply right away. I also invited Hannah Roth, our Director of Strategy and resident mad scientist here at Predictive, to join in the conversation. Hannah works in the trenches every day alongside our clients, helping them sell more of what they do. If you take and apply the insights Jamie shares with us, you will absolutely help your right-fit prospects feel the care you want them to feel, deepen relationships — and sell more of what you do in the process. What you will learn in this episode:  Why only 34% of companies craft a documented engagement strategy — and how you can easily outshine the competition The key elements of a successful engagement strategy How to implement a documented engagement strategy Steps to shift from a transactional mindset to a relational one The synergy between personal storytelling and intentional gifting Real-world examples of how businesses use strategic engagement to fuel growth Resources: Website: https://www.theexpressory.com/ LinkedIn: https://www.linkedin.com/in/jamie-shibley-76a3402/

Before I introduce you to today's guest, I want to take a quick moment to share a recap from our recent 2-day Intensive that we hosted for Predictive clients and guests on March 19th and 20th. If you're not familiar with our Intensives, three times a year — March, July, and November — we bring our Predictive clients together on Zoom for what we call the “2-day Intensive.” It's where we pull back the curtain on Predictive's best strategies and tactics, breaking everything down in full transparency so our clients can take the key insights and install them into their agencies. This past March, we focused on one critical goal — helping agencies sell more of what they do. Drew McLellan, CEO of Agency Management Institute, kicked things off on Day 1 with a deep dive into how to build and nurture a thriving community.  On Day 2, Hannah Roth — our Director of Strategy and resident Mad Scientist here at Predictive — absolutely crushed it. She walked us through key components of the sales process — including a technique she calls Align and Prescribe. That's exactly why I invited Hannah to join me on today's episode. We break down Align and Prescribe step by step, so you can see how it works — and most importantly, how you can put it into action inside your agency. If you take what Hannah shares today and apply it, you and your team will be Aligning and Prescribing like pros and closing more sales in a way that feels natural, confident, and right-fit. What you will learn in this episode: How to set the stage with confidence and own the conversation Recapping your prospective client's concerns turns potential pitfalls into trust-building moments Hannah's high impact questions that will shorten the sales cycle How to leverage storytelling instead of relying solely on facts The subtle transitions from help me understand calls to aligning on solutions that resonate deeply with right-fit prospects How you can get Hannah's new eBook on Align and Prescribe Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Hannah's LinkedIn: www.linkedin.com/in/hannah-roth-387a6b223/ Order your free paperback or Kindle copy of our Book: Sell with Authority

I'm over the moon excited for today's conversation because we have a special encore guest joining us — the absolutely brilliant Dia Bondi. If you're meeting Dia for the first time, here's what you need to know — she works with senior leaders, founders, and ambitious professionals to help them find their voice and lead with it. She's helped her clients secure hundreds of millions of dollars in decisions and resources that have shaped the future of their teams and businesses. Back in Episode 143, I shared how my Predictive team and I first experienced Dia's magic — watching her absolutely command the stage at the Build a Better Agency Summit in 2023. She had the entire room hanging on every word, and it was clear she had mapped a specific path for her audience. Every single piece of that keynote was intentionally framed. It was powerful, it was masterful, and in that episode, Dia and I broke down exactly how she did it. We ran out of time though, before we could dig into something big — The Platform Map. That is the focus of this conversation. Joining is our Director of Strategy and Mad Scientist, Hannah Roth. Hannah was in that same audience, experiencing Dia's keynote in real time, and when I asked if she'd be game to join this encore, I barely finished my sentence before she said, “YES!!!” If you take what Dia shares about Purpose, Providence, Point of View, and Principles — and how they all come together in The Platform Map — you'll be able to build stronger rapport with your right-fit prospects — and make it easy for them to see why they should buy from you. What you will learn in this episode: How to cultivate the courage to speak from the heart and become a masterful communicator Why aligning your authentic voice with your business strategy is key to leadership success The power of using a framework — like the Platform Map — to develop a distinctive leadership voice How your origin story and accomplishments serve as evidence of your unique voice How you can join Dia for her next virtual session to develop your Platform Map Resources: Website: https://www.diabondi.com/ LinkedIn Personal: https://www.linkedin.com/in/dia-bondi/ LinkedIn Business: https://www.linkedin.com/company/dia-bondi/ Instagram: https://www.instagram.com/diabondia/ TikTok: https://www.tiktok.com/@diabondi The Transformational Voice Intensive: https://www.diabondi.com/intensive Resources for Podcast Listeners: https://www.diabondi.com/swa Ask Like An Auctioneer: https://www.diabondi.com/book How to Master the Perfect Ask, with Dia Bondi

I am thrilled to introduce my guest expert for this episode of Sell With Authority, Taylor McMaster. She is the Founder and CEO of DOT & Company, where they specialize in helping agencies take exceptional care of their clients so agency owners can stay focused on what truly moves the needle — like growing the shop. Taylor is an expert in account management. She knows all the big and small details that make an excellent account manager…excellent. Today we focus on a thin slice of account management — and it's the slice that takes place immediately after your client says yes to what you put forward during your biz dev process. You already know that onboarding isn't just about executing strategies and tactics — it's your client's first proof point that they made the right decision in hiring your agency. Did they pick the right team? Did they invest in the right expertise? It's on you to reaffirm that they made the best choice. But here's the challenge—how do we do that with excellence? That's exactly why I invited Taylor onto the podcast. We peel back the layers of DOT & Company's client onboarding system so you can implement these strategies inside your agency. If you take what Taylor shares and put it into action — you'll raise the bar of excellence in your onboarding process. That will make selling more of what you do feel like a lighter lift. What you will learn in this episode: How Taylor pivoted from owning a marketing agency to creating an account management agency — and why it skyrocketed Why prioritizing proactive communication post-sale is key to building confidence and trust with right-fit clients Balancing automation with a personal touch in the onboarding process How to delegate task-oriented client information gathering without overwhelming them Setting the gold standard for account management — and why it's crucial to articulate these standards clearly Resources: Website: www.dotandcompany.co Facebook: https://www.facebook.com/dotandcompany LinkedIn: https://www.linkedin.com/in/taylormcmaster/ Instagram: https://www.instagram.com/dot_and_company/ YouTube: ​​https://www.youtube.com/channel/UC9_2hri1R1uaNTGeZr0Oyxg/

If you've been here before, you know at Predictive we're all about helping agency owners sell more of what they do for a higher fee. That's why I'm super excited for today's conversation — because I have the privilege of introducing you to our guest expert, John Heenan. If this is your first time meeting John — he's an agency new business expert who rolls up his sleeves and works directly with small to mid-size agencies to refine their biz dev strategy, build out their teams, and execute in a way that wins new business. Recently, I was reading through John's blog, and one particular post stood out to me: The Business Development Dilemma. In it, he wrote, “In the agency business — standing still is moving backward. The agencies that will win are those that take proactive steps now to grow and evolve.”  I couldn't agree more! After reading his post, I immediately reached out to John and invited him to join me on the podcast — so we could dig deeper into the dilemmas he outlined. The reality is that the way we go to market, serve our clients, and even how our clients measure success has shifted. And the way we integrate all of this into our biz dev strategy is critical to ensuring that your agency isn't just another option — but the only option. Delivering great work is one thing. Teaching and selling from a position of authority — so you're the only one in the room — is quite another. If you take and apply the insights John shares — you won't be caught standing still.  Instead, you'll be positioning your agency to sell more of what you do in 2025. What you will learn in this episode: Why John believes agency mergers and acquisitions will spike, boosting agency prospects in 2025 How agencies are moving toward full-funnel capabilities that combine both performance and brand How data management agencies are evolving into comprehensive customer experience providers Knowing your agency's DNA to leverage your biz dev strategy Ways to be ready for market changes Key factors for crafting a distinguished agency positioning strategy Resources: Website: https://jheenan.com/ LinkedIn Personal: https://www.linkedin.com/in/jheenan/ LinkedIn Business: https://www.linkedin.com/company/jheenan-consulting/

I am over the moon excited to have today's brilliant guest expert returning to this episode of Sell With Authority. If you're meeting Marcel Petitpas for the first time — he was my guest generously sharing his wisdom in episodes 95 and 111 of the SWA podcast. He's off the charts awesome! If you don't already know Marcel, he's the CEO and Co-Founder of Parakeeto — and an expert on agency profitability. Today, we dive deep into a critical topic: why scaling your agency without keeping a close eye on profitability can actually do more harm than good. Marcel shares his smarts around the intricate world of profitability traps —those sneaky pitfalls that can quietly erode your margins if you're not paying attention — and secretly derail your agency's success. We explore cash flow traps — how payment terms and project timelines can create cash crunches if you're not careful. We also break down the myth of revenue versus AGI and why a $10 million agency with razor-thin margins might need to operate more like a $1 million shop to stay healthy. If you've heard him before — you know Marcel backs up his insights with numbers and examples. He goes by the math to illustrate all of the key points in detail. So grab your notepad to double down on strategies that will help you sell more of what you do — and drive agency profitability. What you will learn in this episode: The difference between cash and accrual accounting — and why getting it wrong will set you back How to recognize and navigate the cash flow traps that could be sabotaging your agency's profitability The misleading nature of revenue figures and the significance of focusing on AGI (Agency Gross Income) Why simply having more clients or projects isn't a surefire way to increase your bottom line How payment terms might be quietly eroding your cash reserves — and what you can do to rectify it Smart strategies for structuring contracts and payment schedules to improve financial predictability The psychological shift you need to make to step away from the trap of a false sense of financial health Resources: Website: https://parakeeto.com LinkedIn: https://www.linkedin.com/in/marcel-petitpas-20059588/ Facebook: https://www.facebook.com/agencyprofitability Twitter: https://twitter.com/Parakeeto Instagram: https://www.instagram.com/getparakeeto/ Agency Profit Toolkit The Parakeeto Foundations Course Software as a Science: Unlock Limitless Recurring Revenue Without Losing Control

I am super thrilled to welcome back today's encore guest, Karl Sakas. If this is your first time meeting Karl, he was the brilliant guest expert back in Episode 79 of Sell With Authority, where we dug into his expertise on helping agencies work less and earn more. In that episode, Karl and I broke down three key pieces of the biz dev process — niche, refining and delegating. In this encore interview, we take it further. We peel back even more layers of biz dev and then connect it directly to operations. Wondering why you and your team should care about this conversation? Recently, Hannah, Erik, and I were working with a client here at Predictive, helping them map out what we call the HERO Offer — and then shaping all the sales language they'd use to tee it up in a conversation with a right-fit prospect. Everything was rolling. Great momentum.  And then — we hit resistance. So we tapped the brakes and asked, “Wait, what's happening here?” After some digging, we realized the HERO Offer wasn't fully aligned with how their team actually operated and delivered work. That moment was a huge Ah-Ha! Had we not paused and had that candid discussion, selling more would've just meant more chaos. So — this episode is about calming the chaos in your agency. Karl breaks down the root causes of chaos inside an agency as well as how to fix it — so you can make it easier to deliver the services your right-fit clients need — and easier to sell more of what you do. What you will learn in this episode: How to identify and define chaos in your agency The root causes of chaos Why the three A's of communication are pivotal for organizational success The importance of syncing your biz dev processes with operations A framework for making delegation effective Strategies to handle leadership challenges and drive profitability Advanced retrospectives for vision-setting and strategic growth Resources: Website: https://sakasandcompany.com/ LinkedIn Personal: https://www.linkedin.com/in/karlsakas/ LinkedIn Business: https://www.linkedin.com/company/sakas-&-company/ Facebook: https://www.facebook.com/SakasAndCompany/ Twitter: https://twitter.com/KarlSakas Instagram: https://www.instagram.com/SakasandCompanyTeam/ Calm the Chaos: 10 Ways to Run a Better Agency: https://sakasandcompany.com/lp/calm-the-chaos-book/ Steps in the Sales Process, with Karl Sakas

Here at Predictive, we're all about sharing the strategies and frameworks that help agency owners sell more of what you do — with confidence and authority. That's why I'm thrilled to welcome our guest expert, Scott Ramey, to this episode of Sell With Authority. Scott is a sales expert with 30 years in the trenches, and former Fortune 500 C-suite executive with more than $100 billion of sales under his belt. Today, Scott is the Founder of The Ramey Group. I've been especially looking forward to this conversation because we have a rule we live by when we teach — and that's The Power of Three. We design our frameworks in 3's. We organize our episodes in 3's. We run 3 Intensives each year — March, July, and November. Scott also believes deeply in The Power of Three, and we break down his Power of Three into core questions that you can start using right away — the next time you and your team are prepping for a conversation with a right-fit prospect. Scott's model not only simplifies messages — but also fosters authentic connections and lasting impressions with right-fit prospects, setting you apart from the sea of sameness. If you take these insights and apply them, your right-fit prospects will see and hear that you're all about helping them win. And when they see that — saying yes becomes a lot easier. What you will learn in this episode: How you can tap into the “Power of Three” to crush anxiety and build confidence in right-fit client conversations The secrets to making your pitch memorable Showing up 100% present for your audience — it's time to double down on empathy and authenticity How to create a lasting impact by leaving your right-fit prospects with hope and vision Why owning your voice is the doorway to owning the room and securing the pitch Resources: Website: https://thescottramey.com/ LinkedIn: https://www.linkedin.com/in/scott-ramey-53977b14a/ Facebook: https://www.facebook.com/scott.ramey.52/ Instagram: https://www.instagram.com/the.scottramey/

I am thrilled to have today's guest expert, Mandi Ellefson, joining this episode of Sell With Authority. Mandi is the creator of the Scale to Freedom Growth Model and helps agency owners refine their offers and attract premium clients willing to pay higher fees. And she does it fast — within 90 days. At Hands-Off CEO a large part of Mandi's work is listening, gathering data, and filtering it through her deep experience to identify the trends that will reshape agency services in the coming years. And that's exactly what we're diving into today. We are peeling back the layers on trends Mandi and her team are tracking right now — and most importantly — how you can use these insights to position your agency as a must-have strategic partner in 2025. This conversation explores the significant impact of AI on client expectations, the trend of companies in-housing their work, and the urgent need for agencies to become irreplaceable strategic partners. 2025 is the year for you to step up and own that strategic seat at the table — and sell more of what you do as a result. What you will learn in this episode: How to harness AI to boost your agency's strategic expertise “Conditions for success” and how identifying them can lead to tenfold client results How you can position your agency as an irreplaceable strategic partner The impact of “the great in-housing wave” and how the smartest agencies are future-proofing their business models Understanding the “strategy execution flip” How your operations problems might actually stem from your sales processes and ways to fix that Why clients are so desperate for strategic direction now more than ever Resources: Website: https://handsoffceo.com/ LinkedIn Personal: https://www.linkedin.com/in/mandiellefson/ LinkedIn Business: https://www.linkedin.com/company/hands-off-ceo/ Hands Off CEO: https://book.handsoffceo.com/book-org

I am super excited about the conversation with my special guest joining this episode of Sell with Authority, Brett Gilliland. Co-Founder and CEO of Elite Entrepreneurs, Brett and his team teach “The Proven Leadership System” to help 7-figure businesses scale to $10 million and beyond. Before founding Elite Entrepreneurs, Brett spent 10 years helping Keap grow from a 7-figure software company to over $100 million in annual revenue. He's an expert in leadership, strategy, and organizational development — and he's helped hundreds of agency owners push past obstacles to hit new levels of success. Brett brings a treasure trove of expertise from his vast experience in leadership, planning, and operational discipline. Here's the reality — change is inevitable in business, and the key to thriving lies in being ready and adaptable. All your work — all your long nights — all your weekends — all the blood, sweat, and tears you and your team are investing toward the goal of growing your shop — may be for naught if you don't have a leadership plan in place for how you will deal with the challenges that growth presents along the way. Brett shares how aligning everyone with your core purpose and values provides solid stability — giving your team the resilience and mindset to pivot and grow — no matter what change comes your way. If you take and apply the insights and wisdom that Brett shares during this episode — you'll be in the right position to raise the bar of excellence — and sell more of what you do. What you will learn in this episode: How to create leadership stability amidst chaos and change The power of co-creating clarity with your team for collective success Strategies to keep your business nimble and effective during adversity Understanding the “What by When” mission to anchor your agency's vision How strategic focus can transform resource allocation and impact The importance of onboarding in effective team integration Resources: Website: https://growwithelite.com/ LinkedIn Personal: https://www.linkedin.com/in/built2lastchamp/ LinkedIn Business: https://www.linkedin.com/company/elite-entrepreneurs/ Facebook: https://www.facebook.com/growwithelite/

Before I introduce today's guest expert, I have an exciting update to share about our upcoming 2-Day Intensive on Wednesday and Thursday, March 19th and 20th on Zoom. During each Intensive, we bring our clients together for an exclusive event where we slice apart Predictive's best strategies for helping agencies sell more of what they do. We break every data set — every experiment we've tested through the Predictive Lab — down in full transparency so you can take and apply the key insights into your agency — and move further faster as a result. Would you like to join us as our free guest on March 19th & 20th? Here's the magic — the Intensive is a private, client-only event: no selling, no pitching — just pure value. You'll be one of us, learning and collaborating with other agency owners. If that sounds helpful, just shoot me an email with the word “ONWARD,” and I'll send you all the details, calendar invites, and private Zoom links you'll need. My email is stephen@predictiveroi.com. Our March Intensive is all about shaking the trees so you can sell more of what you do — so it's only fitting that I invited Hannah Roth, our Director of Strategy and resident Mad Scientist here at Predictive, as today's guest expert. Hannah works with agency owners and their teams daily to raise the bar of excellence. If you apply the insights and action steps we share in this episode, you'll get more at-bats with right-fit prospects — and sell more of what you do as a result. What you will learn in this episode: Strategies for shaking the trees the right way How to avoid the common mistakes that lead to destructive cycle churn Confidence in your offerings prevents desperate selling tactics Why sending weekly emails and hosting Q&As can set you apart from the competition Keeping core values, goals, and intentions at the forefront can help your agency say yes to the right opportunities — and no to the wrong ones Tips on how to transition from a numbers game to a more intentional, strategy-driven approach Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Hannah's LinkedIn: www.linkedin.com/in/hannah-roth-387a6b223/ Order your free paperback or Kindle copy of our Book: Sell with Authority

My Predictive team and I are here to help make 2025 the year you CRUSH your goals — and elevate your agency to new heights. In this episode of Sell With Authority, we're diving into a topic that's essential for scaling your business development efforts. If you're carrying the full weight of biz dev on your shoulders — it's time to change that. At Predictive, we've spent years experimenting in our lab, gathering data points, and refining our Sell with Authority methodology—a proven framework to help you sell more of what you do for a higher fee. That's where my very special guest expert, Jason Swenk, and I are focusing our time and attention in this encore episode. Jason is the Founder of Agency Mastery 360, a unique consultancy designed to help marketing agency owners — just like you and me — grow their agencies faster. You may remember Jason from episode 77 — we first tackled the topic of building a sales team. Today, we pick up where we left off — digging deeper into designing the right offers, setting up pricing for success, and creating a team structure that works for your agency. Whether it's about enrolling more of your team into the business development fold or building out a dedicated sales team to take on some of the heaviest lifting — this episode is for you. What you will learn in this episode: Why drilling down into your Ideal Client Profile (ICP) is the key to scaling faster How to craft and sell a compelling “foot in the door” offer that hooks clients Proven strategies for training and empowering a high-performing sales team Understanding prospect pain points and how to deliver exceptional value Using inbound, outbound, and strategic partnerships to build a robust lead generation system Key steps to lighten the sales burden off agency owners for more focus on growth Resources: Website: https://www.agencymastery360.com/ LinkedIn Personal: https://www.linkedin.com/in/jasonswenk/ LinkedIn Business: https://www.linkedin.com/company/agency-mastery/ Youtube: https://www.youtube.com/jasonswenk Instagram: https://www.instagram.com/jswenk/

I am beyond thrilled to welcome our special guest expert to this episode of Sell With Authority, Dia Bondi. If you haven't had the pleasure of meeting Dia yet — let me tell you — you're in for a treat. Dia works with senior leaders, founders, and ambitious professionals to help them find their voice — and lead with it. Her work has secured hundreds of millions of dollars in decisions and resources, paving the way for the future of their teams and businesses. I first experienced Dia's incredible power from the stage — and I do mean power — at the 2023 Build a Better Agency Summit. Dia didn't just speak; she commanded. She took us on a journey, crafting every moment of her keynote with precision. Her storytelling, her ability to connect, and the way she brought us all into her world was absolutely brilliant. In today's episode, Dia shares some of her most impactful frameworks for setting up the perfect ask with your right-fit clients and prospects. Dia helps you take WHAT you say — and HOW you say it — to a whole new level of excellence. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: Why courageous communication leads to the most impactful outcomes How to prepare for — and excel in — high-stakes communication moments Why understanding your right-fit client's needs should come before any pitch How to leverage storytelling for greater influence Why practicing what you preach is non-negotiable for authentic leadership How to use strategic asking as a success strategy Resources: Website: https://www.diabondi.com/ LinkedIn Personal: https://www.linkedin.com/in/dia-bondi/ LinkedIn Business: https://www.linkedin.com/company/dia-bondi/ Instagram: https://www.instagram.com/diabondia/ TikTok: https://www.tiktok.com/@diabondi Resources for Podcast Listeners: https://www.diabondi.com/swa Ask Like An Auctioneer: https://www.diabondi.com/book

Today we're kicking off 2025 with a special solocast of Sell With Authority designed just for you — agency owners striving to elevate your business and maximize your revenue. In this episode, I share an inspiring story that's all about grit, perseverance, and relentless focus. It's the incredible journey of Sylvester Stallone — yes, the legendary Rocky and Rambo — who overcame staggering setbacks and rejection to become one of Hollywood's most iconic figures. Stallone's story is a masterclass in following one course until success, or “F.O.C.U.S.” — a philosophy championed by John Lee Dumas on the Entrepreneurs on Fire podcast. From enduring over 1,500 rejections to navigating immense personal hardship, Stallone's unwavering commitment to his vision is a powerful reminder of what's possible when you refuse to give up. Relentless F.O.C.U.S. and dogged determination can turn dreams into reality. Whether 2024 has been triumphant or tough for your agency — this episode offers a dose of inspiration and practical insights to make 2025 your best year yet! A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: Follow one course until success — F.O.C.U.S. How one of Hollywood's most successful actors of all time overcame over 1,500 rejections to become an icon You can transform rejection and adversity into fuel for your dreams Why changing your approach could be crucial to finding success How mindset and perseverance can set you apart from your competitors Free Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Stephen's LinkedIn: www.linkedin.com/in/stephenwoessner/ Order your free paperback or Kindle copy of our Book: Sell with Authority

I am super excited about this very special episode of Sell with Authority — because we've got something extra special for you. We invited Susan Baier — the Founder and CEO of Audience Audit and our brilliant research partner here at Predictive ROI — back for a rock-solid encore interview. When we go into the field to uncover the golden nuggets of insight that we turn around and share with you, it's Susan and her incredible team — alongside our very own Hannah Roth, Predictive's Director of Strategy and resident Mad Scientist — who are doing all of the digging and heavy lifting to make that happen. Susan joins Hannah and I today to peel back the layers on a timely topic — the growing demand for agencies to provide specific metrics and results to their clients. At Predictive, we firmly believe — just like Susan does — that everything is measurable. But — sometimes, you and your team need to think outside the box to uncover the story behind the data. And that's exactly what we explore in today's conversation. Susan shares recommendations for some unique and creative ways agencies can measure the metrics that matter. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: How the increasing client demand for visible data over the last decade has affected agencies The challenges in providing the metrics that matter and how to overcome them Why strategic partners can offer the guidance you need in measuring the most meaningful data points Why asking the right questions is the Golden Ticket How to leverage AI in making data analysis more efficient and cost-effective Resources: Website: https://audienceaudit.com/ LinkedIn Personal: https://www.linkedin.com/in/susanbaieraz/ LinkedIn Business: https://www.linkedin.com/company/audience-audit-inc./ Facebook: https://www.facebook.com/AudienceAudit/ Twitter: https://twitter.com/susanbaier

This episode of Sell With Authority just might make you rethink everything you know about pricing. For today's show, we invited Casey Brown to join us. She's the Founder of Boost Pricing and proudly calls herself a “Pricing Geek.” Casey was also one of the phenomenal keynote speakers at this year's Build a Better Agency Summit. Hannah Roth and I were sitting front and center for her talk, and when Casey finished, we looked at each other and said, “Wow. Casey is brilliant—we have to get her on the podcast.” And Holy Bananas — she said yes! Our conversation today helps demystify pricing once and for all. Casey's here to arm you with new strategies and tactics so you can confidently price your agency's services and increase your profits. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: How fear can dictate your pricing decisions — and how you can avoid letting it The significance of the acronym W.A.I.T. (Why Am I Talking?) in pricing conversations Framing strategies when introducing charges to clients to ensure they grasp the value Identifying services/products as “gasoline” or “hot sauce” to find the hidden value-laden items in your offering The mindset shift needed for agency owners to command higher prices confidently Resources: Website: https://boostpricing.com/ LinkedIn Personal: https://www.linkedin.com/in/caseybrownboost/ LinkedIn Business: https://www.linkedin.com/company/boostpricing/ Twitter: https://twitter.com/pricingcasey Fearless Pricing: Ignite Your Team, Own Your Value, and Command What You Deserve

For over 30 years, I've worked in the trenches of agency new business strategy, working alongside and consulting with hundreds of agencies, business coaches, and consultants — teaching them how to plant their flag of authority within the markets they serve, grow their audience, and fill their sales pipeline with a steady stream of right-fit clients so they can win new business. I founded Predictive ROI in 2009 and remain its CEO and co-owner, working alongside my business partner, Erik Jensen. I host the “Onward Nation” and “Sell with Authority” podcasts with listeners in over 140 countries and over 1,000 episodes. My agency new business and marketing insights have been featured in major media, and I'm the bestselling author of five books, including my latest entitled, “Sell With Authority.” Here's my hope for this solocast – to share an overall framework and principles for how you can architect your conversations with prospective clients so the discussions are super helpful to your prospects — and so the sessions feel like teaching. But — what you're actually doing is demonstrating your methodology in action. And when you do that with excellence — there will be a moment in your discussion where your prospect says something like, “Wait a minute…I see what you're doing here…and it's awesome!” It is absolutely possible to teach and sell simultaneously — and I'll show you how in this episode. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30 days. You can find Conduit and all their helpful insights and smarts here. During this Episode — you will learn how to: How the “10 Truths of what makes someone an authority” play a vital role in this process Why beginning with the end in mind is a must if you're going to architect the right conversation with a prospect Why teaching and selling simultaneously must begin with you “Eating your own dog food” How to demonstrate your methodology in action during the sales process How to “break the 4th wall” with your prospect in order to bring it all together Free Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Stephen's LinkedIn: www.linkedin.com/in/stephenwoessner/ Order your free paperback or Kindle copy of our Book: Sell with Authority

I'm thrilled about welcoming today's guest expert to join us on this episode of Sell With Authority, Katy Doss. Katy is the Founder and CEO of Script Marketing and Here Molly Girl. She owns and leads not one — but TWO agencies! Let me set the stage for why we thought this conversation would be so valuable. Katy took a bold, creative leap when steering her agency into a niche. Instead of gradually repositioning her agency over a couple of years — she and her team dove headfirst into the deep end by creating an entirely new agency focused on their target niche. Katy shares her remarkable journey of transforming her generalist agency, Here Molly Girl, into the niche powerhouse that is Script Marketing. Running two agencies at the same time creates some unique challenges. We talk with Katy about how she prioritizes the moving pieces — and keeps all of this running smoothly while balancing the demands of two agencies. Katy and her team show up like true partners — moving away from tactical, “vendor-like” conversations — to leading with outcomes. I'm saying “us” because Hannah Roth is also joining this episode. She's our Director of Strategy and resident Mad Scientist here at Predictive. Hannah works directly with clients every single day, helping them drive results — and sell more of what they do. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: The first step to getting intentional about biz dev Why asking strategic questions and actively listening is key to building meaningful right-fit client relationships The value of strategic partnerships over vendor relationships Why niching down is essential for long-term agency success and sustainability How Katy successfully narrowed her agency's focus Emphasizing value-based pricing and selling outcomes — rather than deliverables Resources: Website: https://scriptmarketingco.com/ Facebook Personal: https://www.facebook.com/katyharperdoss.art/ Facebook Business: https://www.facebook.com/scriptmarketingco/ LinkedIn Personal: https://x.com/katyharperdoss LinkedIn Business: https://www.linkedin.com/company/script-marketing-co/ Twitter Personal: https://x.com/katyharperdoss Twitter Business: https://x.com/ScriptMktgCo Instagram Business: https://www.instagram.com/scriptmarketingco/ Pinterest: https://www.pinterest.com/scriptmarketingco/ YouTube: https://www.youtube.com/@ScriptMarketingCo Spotify: https://open.spotify.com/show/62cdForlAnnBsOAUXccsKE Apple Podcast: https://podcasts.apple.com/us/podcast/the-affluent-buyer-script/id1758125214

I'm excited to welcome our guest expert to this episode of Sell With Authority, Sara Hanlon. Sara is the President and Co-Founder of Peer Sales Agency, a B2B marketing agency that's all about driving sales. If you're meeting Sara for the first time, let me tell you — she's not only super smart when it comes to B2B sales strategy, but she's also created resources — like the B2B Sales Leader Guide — that can really help agencies level up. With her deep expertise in sales-oriented B2B marketing, Sara shares helpful strategies on how to shift sales conversations towards a more research-oriented approach. It's about truly understanding your clients' pain points and goals — at every stage of the buyer's journey. Sara breaks down the essential approach of creating problem-focused content at the top of the funnel, introducing solutions in the middle, and building trust at the bottom with testimonials and case studies. She shares the “five deposits, one withdrawal” strategy for engaging right-fit clients and nurturing long-term relationships. Some parts of today's conversation might feel like a push — and that's okay. Other parts — you'll likely find yourself nodding along, thinking, “Yep, we've got that one locked in.” If you take Sara's insights to heart and apply them, you'll be positioned to sell more of what you do — for higher fees — and head into 2025 ready to raise the bar of excellence. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: How to transition from win or lose sales outcomes to a research-oriented approach Uncovering client pain points using the Discovery framework Crafting content strategies tailored for the top, middle, and bottom of your sales funnel Utilizing the “five deposits, one withdrawal” method to foster meaningful right-fit client relationships How to avoid common mistakes in agency pitches Leveraging consistent, value-rich interactions to build trust over time Which email you should never send Resources: Website: http://www.peersalesagency.com/ Sales Leaders Guide: https://peersalesagency.com/a-sales-leaders-guide-to-creating-b2b-buyer-personas/ LinkedIn Personal: https://www.linkedin.com/in/sarahanlon/ LinkedIn Business: https://www.linkedin.com/company/peer-sales/

This episode of Sell With Authority is all about demystifying that big, elusive buzzword we hear tossed around so often in marketing and sales — SEO. Depending on your agency's focus, some of your clients and prospects might be total SEO aficionados, while others see it as a bit of a black box. And if we're being honest — even those of us in the industry know that SEO can feel a little daunting at times. That's why we invited Michael Ter Mors to join us. Michael is a partner at Conifr, an SEO consulting agency that's carved out a niche working with B2B SaaS companies, helping them fill their sales pipelines with the right-fit prospects. Conifr has this knack for making SEO not just accessible — but actually useful for driving growth. We're tearing down the myths of traditional SEO — and Michael shares how to align your marketing efforts to fill your sales pipeline with right-fit prospects. I'm saying “we” because I'm thrilled to have Hannah Roth, our Director of Strategy and resident Mad Scientist here at Predictive, joining us as well. Hannah works hands-on with clients every day, helping them drive results and sell more of what they do. Whether or not SEO is your agency's bread and butter, you will walk away with fresh ideas on how to frame what you do — and help your clients sell more of what they do. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: Why traditional SEO is dead How to shift from outdated SEO metrics like “rankings” and “traffic” to a value-driven approach Why it is crucial to understand your customer journey The importance of aligning on business-critical metrics and speak your right-fit client's language The role proper analytics and transparency play in building trust The integration of paid and SEO marketing strategies and why collaboration across channels is key Resources: Website: https://www.conifr.com/about LinkedIn Personal: https://www.linkedin.com/in/michaeltermors/ LinkedIn Business: https://www.linkedin.com/company/conifr-media/

I'm excited for today's episode of Sell With Authority because we have an incredible guest expert joining us — Jason Kramer. If you haven't met Jason, he's the Founder and CEO of Cultivize, a consulting firm that helps businesses select, onboard, and implement a CRM — and then — put a lead nurturing and sales process in place so those tools deliver real ROI. Jason breaks down critical areas that will help your agency improve sales performance — from eliminating pipeline leakage to creating a structured, repeatable sales process. We cover the sales process end-to-end — focusing on how a properly implemented CRM can support every stage of the journey. It's all about ensuring that every opportunity is nurtured with precision from first contact to closed deal. If you take and apply the insights and wisdom Jason shares with you during this episode — you and your team will sell more of what you do. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: How effective CRM systems can diagnose “pipeline leakage” — and plug the leaks Strategies for tracking where new leads come from and the importance of meticulous follow-up How to nurture leads with excellence leveraging personalization Ways to use AI tools to enhance the personalization of your follow-up communications Tips on creating a structured, repeatable sales process to keep your sales pipeline flowing smoothly Resources: Website: https://cultivize.com/ Facebook Business: https://www.facebook.com/cultivize/ LinkedIn Personal: https://www.linkedin.com/in/jasonleighkramer/ Lead Nurturing Guide: www.afterthelead.com

I'm thrilled to have Dan Englander as our guest expert on this episode of Sell With Authority. Dan is the CEO and Founder of Sales Schema, a fractional new business team for marketing agencies. He's also the host of The Digital Agency Growth Podcast and the author of “Relationship Sales at Scale.” Dan's book perfectly captures one of the biggest challenges agency owners and their teams face when it comes to business development — how to open doors efficiently, build meaningful relationships, and fill your sales pipeline without getting bogged down by a slow, one-by-one approach. How do you balance personalization with scale? This is exactly where Dan shines. “Building trust can be challenging, but the good news is that going in cold is no longer necessary. Your outreach does not have to summit a mountain but rather walk over a small hill — since the goal is not to build the trust needed to close a deal — but just enough to de-risk a conversation and create a relationship.” We dive into this core concept from his book — how balancing personalization and scale is not only possible, but essential. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: How outbound marketing can fine-tune your overall marketing efforts Dan's approach to effective testing with smaller B2B sample sizes Why agency owners should offload tasks to build an effective outreach system The ideal team setup for outbound marketing How simple, personalized touches can unlock significant opportunities Resources: Website: https://www.salesschema.com/ LinkedIn Business: https://www.linkedin.com/company/sales-schema/ LinkedIn Personal: https://www.linkedin.com/in/danenglander/ Facebook Business: https://www.facebook.com/salesschema Salesschema.com/SWA

I am super excited about today's episode of Sell With Authority because we have a returning guest expert sharing his smarts — and if you've met him before, you already know how much value he brings.   David Jenyns is the brains behind SYSTEMology, and a master at helping agencies implement operational systems that elevate their game.   If this is your first time meeting David — buckle up — because his mission is something I know will resonate with you: freeing agency owners from the trap of being the “go-to” person for every problem in the shop. Instead, he teaches us how to put well-oiled operations systems into place — systems that allow us to step back, breathe a little, and lead at a higher level.   What would it feel like if you weren't stuck managing the day-to-day chaos of operations? What if your time could be spent focusing on your most important priorities — the things only you can do?    And — how much more valuable would your agency be if it could run smoothly without you?   That's what David's Systemology is all about — giving owners like you and me the time, space, and focus to work on the business instead of being buried in it.   You'll have the time you need to dedicate yourself to biz dev — and lead the charge for the agency.   If you take and apply the insights and action steps David shares during this episode — you'll be well on your way to systematizing your agency so you can sell more of what you do.   A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients...they promise to reduce your risk so you can become the best digital agency in your market in 30 days. You can find Conduit and all their helpful insights and smarts here.  

In this episode of Sell with Authority, we tackle one of the biggest challenges agency owners face — the constant cycle of feast and famine in business development. If you've been in the game for a while, you know exactly what I mean. One minute, you've landed several new clients, and everything's humming along. The team is busy, cash flow looks great, and the office energy is high. But then — it hits. A client moves on, another cuts back on their budget, and suddenly, you're scrambling to fill the gaps. It's a rollercoaster — and one too many agencies never escape because they don't harness the power of automation to stabilize their biz dev efforts. That's exactly why I'm thrilled to welcome today's guest expert, Clate Mask, Co-Founder of Keap. For those of you who might not know, Keap is an automation platform we've used here at Predictive for over a decade. So — when Clate reached out to explore a content partnership, it was a no-brainer. We're already big believers in the platform because it helps solve this exact problem. Clate shares insights on how to integrate automation into your biz dev strategy — so you can start pulling yourself out of that feast and famine cycle. If you take and apply the golden nuggets Clate shares in this episode, you'll find new ways to automate your agency's biz dev process. Break free from the feast and famine cycle once and for all — because when you automate, you'll consistently sell more of what you do. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 45 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: How personalized communication and automation can coexist to enhance right-fit client relationships The first step to starting automation for agencies Types of lead magnets that resonate with your target audience and drive lead-gen How lifecycle automation can prevent operational inefficiencies How to turn SOPs (standard operating procedures) into strategic automated processes that streamline business operations Resources: Website: www.keap.com LinkedIn Personal: https://www.linkedin.com/in/clate-mask-b0b386128/ LinkedIn Business: https://www.linkedin.com/company/keap-growing/ Growth and Freedom Playbook

Before I tell you about today's expert on this episode of Sell With Authority, here's an update on our upcoming 2-day Intensive happening Wednesday and Thursday, November 6th and 7th. We'd love for you to join us as our free guest if you haven't RSVP'd yet! During these Zoom sessions, we'll break down Predictive's top strategies for helping agencies sell more of what they do. And when I say “break down” — I mean we'll pull back the curtain and give you full transparency so you can take the key insights and apply them directly to your agency. What's our goal for the November Intensive? Simple — to help you nurture leads with excellence, so you can sell more of what you do. Here's the magic — this Intensive is a private, client-only event — no selling, no pitching — just rock-solid awesome value. You'll be right there with us, learning and collaborating alongside other agency owners. If that sounds helpful, just shoot me an email with the word “ONWARD,” and I'll send you all the details, calendar invites, and private Zoom links you'll need. My email is stephen@predictiveroi.com. Now, more than ever, it's time to double down on nurturing your leads with excellence, so you can sell more of what you do. And that's exactly what we dive into today with Erik Jensen. Erik is Chief Strategy Officer and my business partner here at Predictive. He spends his days working side by side with agency owners and their teams. His work often begins by peeling back the layers to deeply understand the core business issues and challenges that agencies are solving for their right-fit clients. Here's the kicker — he explains why that work matters and how the strategies these agencies use deliver the results they're after. If you apply the insights and action steps Erik shares, you and your team will not only nurture leads with excellence, but you'll remove friction from your sales process — and ultimately sell more of what you do. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30-days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: Why uncertainty kills sales How to give your right-fit prospects focus Ways to show up consistently and nurture your right-fit clients How to use our transformational triangle framework to make yourself an easy yes for right-fit clients How you can join us as our free guest at the upcoming November Intensive Download our Free Frameworks to Help You Sell More of What You Do: Get the WHO Framework™: Replace your dry sales pipeline with a steady stream of right-fit clients. Get the WHAT Framework™: Design your irresistible offer and sell it for a premium-priced fee. Get the HOW Framework™: Put a proven sales process into place and close 80% of your proposals. Get the How You Help Framework™: Use this framework to make yourself an easy YES! for clients. Resources: Website: www.predictiveroi.com Transformational Triangle: www.predictiveroi.com/triangle/ Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Stephen's LinkedIn: www.linkedin.com/in/stephenwoessner/ Order your free paperback or Kindle copy of our Book: Sell with Authority

Before I tell you about today's episode of Sell With Authority, I want to share a quick update on our upcoming 2-day Intensive happening Wednesday and Thursday, November 6th & 7th, on Zoom. We'd love for you to join us as our free guest if you haven't already RSVP'd! During these sessions, we slice apart Predictive's best strategies for helping agencies sell more of what they do. We break everything down — with full transparency so you can take and apply the key takeaways directly to your agency. Our goal for the November Intensive? To help you nurture leads with excellence — so you can sell more of what you do. Back in July, we offered 30 guest seats, and they were reserved almost immediately. This time, we've opened up 100 guest seats for November — they'll go just as fast. Would you like to join us as our free guest on November 6th & 7th? Here's the magic — the Intensive is a private, client-only event: no selling, no pitching — just pure value. You'll be one of us, learning and collaborating with other agency owners. If that sounds helpful, just shoot me an email with the word “ONWARD,” and I'll send you all the details, calendar invites, and private Zoom links you'll need. My email is stephen@predictiveroi.com. Speaking of nurturing leads with excellence — it's only fitting that I invited today's guest expert, Hannah Roth, our Director of Strategy and resident Mad Scientist here at Predictive. Hannah works with agency owners and their teams daily to raise the bar on their nurture content, helping them sell more of what they do. In addition to leading strategy, Hannah also heads up Right-Fit Clients University. If you've ever downloaded one of our eBooks, strategic frameworks, or seen results from one of our Predictive Lab experiments — Hannah was instrumental in designing and leading that process. If you take and apply the insights and action steps Hannah shares today, you'll nurture leads with excellence, remove friction from your sales process — and yes — sell more of what you do. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30-days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: What it means to nurture relationships with right-fit prospects Why nurturing a prospect is a critical part of a strategic, relationship-focused sales process What an effective nurture process looks like How to close the gap between building a community and lead gen How you can join us as our free guest at the November Intensive Download our Free Frameworks to Help You Sell More of What You Do: Go here to download our WHO Framework™: Replace your dry sales pipeline with a steady stream of right-fit clients. Go here to download our WHAT Framework™: Design your irresistible offer and sell it for a premium-priced fee. Go here to download our HOW Framework™: Put a proven sales process into place and close 80% of your proposals. Go here to download our How You Help Framework™: Use this framework to make yourself an easy YES! for clients. Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Stephen's LinkedIn: www.linkedin.com/in/stephenwoessner/ Order your free paperback or Kindle copy of our Book: Sell with Authority

This episode of Sell With Authority is packed with insights around a BIG topic — building a methodology that will not only earn — but keep your agency in that coveted strategic seat at your client's table. But — building a methodology is just the first step. Once you have it, you've got to talk about it, and you've got to build a content strategy around it. It's what we call the Content Blueprint — and we pull back the curtain on building a Content Blueprint with the help of today's guest expert, Lisa Evano. Lisa is the President of Counterpart, and their mission is to help clients implement a sales enablement system that actually gets adopted by their salesforce. Lisa is joining Hannah Roth and me to help us sift through these big topics — methodology, content blueprint, and selling outcomes instead of selling stuff — and how she is leading her team down this very path. If you take and apply the golden nuggets Lisa shares in this episode, you'll be able to not only put your methodology on paper — but get crystal clear about how to talk about it to stay in that strategic seat at your client's table. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 45 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: How customer-centric processes can prevent inefficiency and fuel growth Key steps to preparing and implementing effective employee training from day one Why reinforcing core values can significantly improve employee satisfaction and retention Strategies for ensuring sales teams utilize the materials created by marketing to run like a well-oiled machine The 9 needs of adoption critical for successful sales enablement How value-based selling can create stronger relationships and boost your bottom line Resources: Website: www.counterpartcd.com LinkedIn Business: https://www.linkedin.com/company/counterpart/ Instagram: https://www.instagram.com/hellocounterpart/ YouTube: https://www.youtube.com/channel/UCgr_j6UiaDsA8_dg5lQfGaQ Vimeo: https://vimeo.com/counterpartcd Behance: https://www.behance.net/hellocounterpart SlideShare: https://www.slideshare.net/counterpartCD Additional Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group

For this episode of Sell With Authority, we have a special treat for you — we're taking a big twist. We're celebrating a significant milestone — episode 500 of StrategyCast, hosted by the brilliant Lori Jones. Lori is a seasoned marketing executive with a proven track record in strategic communications. Her expertise spans innovation, disruption, and visionary leadership — making her a standout in the agency space. For this milestone episode, Lori graciously allowed me the honor of interviewing her — flipping the script and delivering golden nuggets of wisdom galore. If you and your team are looking to maximize strategies and tactics that can help you close out 2024 strong — or to push past a plateau in your biz dev — don't miss this opportunity to learn from Lori. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: Why innovation, disruption, and vision are meaningful words for Lori Maximizing technology and strategy for right-fit clients Differentiating your agency from the sea of competitors Emerging trends in marketing and communications that we should be paying attention to Ways to adapt to recent innovations in marketing and strategy How to streamline the sales process by removing friction Examples of successful innovative marketing strategies Resources: Podcast: https://strategycast.com/ Website: https://avocetcommunications.com/ LinkedIn Business: https://www.linkedin.com/company/avocet-communications/ LinkedIn Personal: https://www.linkedin.com/in/lorisutoriusjones/ Facebook Business: https://www.facebook.com/AvocetCommunications/ Twitter Business: https://twitter.com/AvocetComm Twitter Personal: https://www.linkedin.com/in/lorisutoriusjones/ Additional Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group  

Welcome to the Sell with Authority Podcast – I'm Stephen Woessner, CEO of Predictive ROI. If we happen to be meeting for the first time — Predictive ROI helps agency owners and their teams sell more of what they do…typically for a higher fee. We do that by helping our clients build an authority position in the niche they've decided to serve — and then — monetize that position by creating a steady stream of right-fit prospects flowing into their sales pipeline. If learning proven strategies, tactics, and best practices to help you sell more of what you do aligns with where you want to take your agency — you're in the right place. Today's episode is going to be a solocast. If you've been listening to the show for a while now – you know that about every 4-6 weeks, I record an episode where it's just you and me — so we can explore a topic with some real depth. But you may have noticed that within the last couple of months — I've recorded more solocasts than my normal cadence. I've done that for a couple of reasons. First — there have been a lot of biz dev situations, questions, etc., that we've helped agency owners in our community work through — and some are helpful examples that turn into specific teachable moments to share. Second — my Predictive team and I have been running at a breakneck pace with new experiments that we're putting through our Lab and then sharing the results during our Intensives. If you joined us for our July Intensive — you saw the results of an experiment that included 121,000 repetitions in the data set. Wowza. We're kicking off a brand new experiment in the Lab tomorrow that will include at least 50,000 repetitions, and we'll share the data set in full transparency during our next Intensive on November 6th & 7th. And Praise God — we've had the blessing of onboarding some new clients into the fold here at Predictive. All of that is to say — my schedule for interviewing guests has been challenging. But thankfully — that is changing. In fact — during our quarterly leadership team meeting — my fellow leaders…Erik, Megan, and Hannah — said, “Okay, Stephen — what needs to come off your plate so you can stay in the biz dev lane.” Staying in my lane will give me the time and space I need to interview the long list of guests that I have been wanting to invite to the podcast…so stay tuned. But for today — I'm going to start us off by looping back to the new experiment and the 50,000 repetitions that I mentioned a minute ago. For years — we've taught a nurture and lead gen cadence that we've called “The 6:1 Ratio.” It was published back in my second book and focused primarily on social media and how many personal or professional posts ought to be made — 6 — to every 1 “ask” post to create the optimal opportunity for conversion. One of our core values here at Predictive is “Life is not static,” and we're always testing, adjusting, testing, adjusting, and testing some more. So on Thursday — we're launching a brand new, 4-part nurture email campaign and sharing it with all 50,000 agency owners and their teams inside our community. If you're on our email list — you'll receive a new email every Thursday for the next four weeks. We're doing this for three reasons: One — 50,000 repetitions for the November Intensive — the full data set. Two — nurture matters — it removes friction from the sales process. Three — to break down and illustrate our “4-part Nurture Methodology.” A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode is: How to use the Transformational Triangle to create the foundation of your content strategy (Episode 124, “No Friction Lead Generation,” breaks down the Triangle in specific detail) How to write effective emails to give your audience the impression that you have an inexhaustible stream of helpful content (Episode 116, “Email Writing Workshop,” breaks down our email writing framework and process in specific detail) How to design and build your own strategic frameworks. Hannah Roth, our mad scientist and strategist here at Predictive, just authored a new ebook coming on strategic framework design. If you're part of our community — you'll receive a copy in your Inbox in mid-to late-September. And lastly — why creating a series of Transitional Moments that all work in unison will help nurture your prospects and move them up and down the sales funnel without them ever being made to feel like they're one of your prospects. You can go here for a specific video training on Transitional Moments. Download our Free Frameworks to Help You Sell More of What You Do: Go here to download our WHO Framework™: Replace your dry sales pipeline with a steady stream of right-fit clients. Go here to download our WHAT Framework™: Design your irresistible offer and sell it for a premium-priced fee. Go here to download our HOW Framework™: Put a proven sales process into place and close 80% of your proposals. Go here to download our How You Help Framework™: Use this framework to make yourself an easy YES! for clients. Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Stephen's LinkedIn: www.linkedin.com/in/stephenwoessner/ Order your free paperback or Kindle copy of our Book: Sell with Authority  

For this episode of Sell With Authority we are doubling down on value-based pricing to help you future-proof your agency. Our guest expert is a true authority when it comes to pricing and sales strategy. Blair Enns, the CEO of Win Without Pitching and the author of the widely acclaimed Win Without Pitching Manifesto joins the podcast. His latest book, Pricing Creativity: A Guide to Profit Beyond the Billable Hour, is a must-read for anyone looking to get a handle on pricing in their business. I was inspired by one of his articles on quantifying the value of pricing. Specifically, the part about ‘the elephant in the room' when it comes to pricing really hit home — because we've all been there. The uncertainty pricing brings to agency owners is a challenge we just can't ignore. So, I knew we had to bring Blair on the show to dive into this topic and help us all navigate the complexities of pricing with confidence. And to make this conversation even richer, also joining is our very own Mad Scientist and Strategist, Hannah Roth. Hannah works tirelessly in the trenches with our clients, helping them fill their sales pipelines with right-fit clients so they can sell more of what they do best. If you're an agency owner struggling with pricing, this episode will give you the framework and confidence you need to untether from time-based billing. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30-days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: How to shift from selling inputs and outputs to focusing on value creation for right-fit clients Why mastering the value conversation can radically transform your agency's profitability Blair's simple – yet powerful – four-step framework for implementing value-based pricing How to view your client portfolio as an investment portfolio to tailor pricing strategies The pitfalls to avoid when transitioning away from traditional pricing models Resources: Website: https://www.winwithoutpitching.com/ LinkedIn Personal: https://www.linkedin.com/in/blairenns/ LinkedIn Business: https://www.linkedin.com/company/win-without-pitching/ Win Without Pitching Manifesto Pricing Creativity: A Guide to Profit Beyond the Billable Hour Additional Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group

For this episode of Sell With Authority, we've got something really special lined up for you — something we've never done before. We're calling it a “Fireside Chat.” It's a more laid-back, informal conversation, but packed with expert insights on a crucial topic for your agency's success — strategic partnerships. Also in the category of things we've never done before — Hannah Roth, our Mad Scientist and Strategist, and Erik Jensen, my business partner here at Predictive — are co-hosting the episode and interviewing our guest experts Tim Burk and TCB from Conduit Digital. Conduit Digital focuses on being a strategic partner, tailoring their methods to fit each agency's needs. Discover how agencies like yours can streamline, upgrade, and scale while reducing the inherent risks that come as your agency grows. What you will learn in this episode:  Why articulating your point of view is critical — it can make a big difference for your agency! Creating your ideal client profile or Right-Fit Client avatar and how it can guide your strategies Why building a methodology to teach from is key Why you should aim for partnership over outsourcing The expectations you should have when creating strategic partnerships Expert advice for agencies looking to scale and improve performance Resources: Website: https://www.conduitdigital.us/ LinkedIn Business: https://www.linkedin.com/company/conduitdigital/ Facebook Business: https://www.facebook.com/ConduitDigitalUS/ Instagram: https://www.instagram.com/conduitdigital/ YouTube: https://www.youtube.com/c/conduitdigital Twitter: https://x.com/conduit_digitall TikTok: https://www.tiktok.com/@conduitdigital Additional Resources: Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Order your free paperback or Kindle copy of our book: Sell with Authority  

Today's episode of the podcast is a solocast so that you and I could take a strategy from last week's episode and explore it with more depth. Last week — you may recall — I shared that one of the strategies that we taught during our July Intensive was what we call “No Friction Lead Generation.” When you have built up enough trust, respect, and authority in the minds of your audience or prospects — that when they have an issue inside their business that aligns with your expertise — you get the call. Or — when you reach out to your audience and let them know you have a new program, service line, event, etc. at the agency — they raise their hands and want to attend or become your next new client. When that process runs smoothly — we call it No Friction Lead Generation — because, through your content and trust building, you have removed the “friction” from the sales process. And your prospects already know how you can help and they are eager for you to help when they have a need. No Friction Lead Generation is what we're going to focus on in this episode so you can create the right content — without it being a heavy lift on your shop — and you can build a steady stream of leads flowing into your sales pipeline because you followed the right recipe. Sound awesome? I promise you — if you put the takeaways into practice — you and your team will sell more of what you do — for a higher fee. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30-days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode is: How to create what seems like an inexhaustible supply of helpful content for your audience

Last week (July 30th and 31st) — my Predictive team and I hosted our latest “2-day Intensive.” Every March, July, and November — we get our Predictive clients together for an “Intensive” where we peel back the curtain and share the results of the most recent experiment in the Lab, the actual results, and how to install it into their agencies. We promised all our clients—and the guests we invited- for the July Intensive—that we'd share the exact recipe for how we 10'xed our email list from 3,900 agencies to over 40,000 agency contacts in about six months. We walked everyone through the strategies, process, and every step-by-step ingredient in the recipe. After two amazing sessions, we looked back on the experience and thought, “Holy bananas—there were some really awesome takeaways here…not just the content we taught.” For this episode of Sell With Authority, I will share that debrief with you and all of those bonus takeaways. Hope it's helpful! I promise you — if you put the takeaways into practice — you and your team will sell more of what you do — for a higher fee. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30-days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode is: Why, when your agency “Eats its own dog food,” you create trust with your prospects and clients Why you should never be scared about teaching the best of what you've got in full transparency How to build out and document your agency's methodology in a way that is unique and will set you apart Why you should never mix deliverables and outcomes — they are not the same, and clients will pay you much more when you deliver outcomes Why, when you include all five ingredients of our recipe in your proposals, you'll make your agency a much easier YES! for prospects Download our Free Frameworks to Help You Sell More of What You Do: Go here to download our WHO Framework™: Replace your dry sales pipeline with a steady stream of right-fit clients. Go here to download our WHAT Framework™: Design your irresistible offer and sell it for a premium-priced fee. Go here to download our HOW Framework™: Put a proven sales process into place and close 80% of your proposals. Go here to download our How You Help Framework™: Use this framework to make yourself an easy YES! for clients. Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Stephen's LinkedIn: www.linkedin.com/in/stephenwoessner/ Order your free paperback or Kindle copy of our Book: Sell with Authority  

I am thrilled about this episode of Sell With Authority because it is super fun — and ridiculously helpful! Hannah Roth, our mad scientist and strategist at Predictive, is back for another episode to debunk the myth that niching down is just about picking an industry. Hannah has been diving into the latest Agency Edge research report. We walk through her observations and distillations — at a high level. One standout point in the research is the importance of having a well-defined niche. People are often scared to niche down because it feels like saying “NO” to revenue. But — niching down allows you to say no to clients that cost you time, money, and sanity, and say yes to clients that are more profitable, better to work with, and actually appreciate the work your agency is doing. We also discuss how to build a reputable brand, why consistent, helpful content is your golden ticket — and the importance of a solid referral system. Evolving through multiple lenses — from industry and audience to methodology — can make your agency stand out and make it so much easier for clients to say yes. Double down and future-proof your business by mastering your niche with the strategic lenses Hannah shares. You and your team will remove friction from the sales process — and sell more of what you do. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30-days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode:  How to leverage six different lenses for niching down Why niching down does not just mean picking an industry Why building a rock-solid reputation within your niche is crucial Steps to repurpose existing content into multiple formats Key insights from the Agency Edge research report Resources: Predictive ROI Free Resource Library: https://predictiveroi.com/resources/ LinkedIn: https://www.linkedin.com/in/hannah-roth-387a6b223/ Agency Edge Research Series: https://agencymanagementinstitute.com/agency-tools/agency-edge-research-series/

This episode is going to be one of those episodes where you ask yourself… “What in the world was that!?! – because that was ridiculously fun and super helpful!” My guest expert today is Erik Jensen. In case you're meeting Erik for the first time — he's my business partner here at Predictive ROI, and we've worked alongside each other for well over a decade. Erik has a depth of expertise in helping agency owners go deep into their niche to build their authority position — and then — monetize that position in the form of a steady stream of right-fit clients flowing into their sales pipelines so they can sell more of what they do. If you're a Predictive client — or if you've been a member of our community for a while now — you may also know that one of Erik's superpowers is system design — and in particular — CRMs — so think all things email marketing, content, process automation, workflows, and e-commerce. When Erik and I were thinking about him coming back to the podcast for another conversation — we explored the idea of focusing our time together around CRMs — and, in particular — how putting the right strategy and tech into practice inside your shop could help you streamline biz dev and ops — and in the process — help you sell more of what you do. If you've ever considered or questioned how the right CRM — combined with the right automation — might help you and your team grow your audience, nurture leads, and increase sales — while streamlining processes and workflows — then this conversation with Erik is for you. I promise you — if you take and apply the insights, wisdom, and expertise Erik shares during this episode — you and your team will find new ways to streamline biz dev and ops inside your shop so that you have the capacity to sell more of what you do. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30 days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: What is the difference between CRMs and email marketing automation platforms? What are the top 3 questions Erik is asked when it comes to CRMs or email/marketing automation? How could an agency owner and their team tell if or when they should consider moving from a MailChimp or Constant Contact to a CRM like Keap, Hubspot, GoHighLevel? When Erik was evaluating all of the CRMs when choosing one for Predictive — what features and criteria were important to consider? Why is Erik a fan of Keap's automation builder? If you're considering onboarding a CRM — what would Erik recommend as your initial three action steps to start down that path? Download our Free Frameworks to Help You Sell More of What You Do: Get the WHO Framework™: Replace your dry sales pipeline with a steady stream of right-fit clients. Get the WHAT Framework™: Design your irresistible offer and sell it for a premium-priced fee. Get the HOW Framework™: Put a proven sales process into place and close 80% of your proposals. Get the How You Help Framework™: Use this framework to make yourself an easy YES! for clients. Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Stephen's LinkedIn: www.linkedin.com/in/stephenwoessner/ Order your free paperback or Kindle copy of our Book: Sell with Authority

My guest on this episode of Sell With Authority has spent nearly 20 years working in strategic and leadership roles focused on growing national and local client brands with award-winning, ROI-generating digital strategies. Corey Morris, President and CEO of Voltage returns for an encore interview. Corey recently released his new book, The Digital Marketing Success Plan, and I'm thrilled to dive into the insights and strategies he shares. To set the stage for our conversation, here's an excerpt from Chapter 10 of Corey's book where he touches on a significant trend in the digital marketing landscape. Quoting Corey: “A trend I'm seeing personally and can validate through feedback I see with over two dozen other agency owners — that I believe will continue to grow–is brands having less patience with agencies. On the positive side — companies want to work with agencies that know what they're doing and are the best at doing it. That means constantly bringing new ideas and thinking deeply about their business overall. Unfortunately — many companies have been burned by bad agency relationships. Whether due to talking big and not delivering, trying to be full service and do everything at a level of deep expertise, or just not being a right fit for other reasons like niche, price, strategy, etc. — most companies have had a bad experience with agencies at some point. Combine that with shorter-than-ever tenures for CMOs and the fact that so many agencies sound the same and have similar messaging — agencies are getting fired at a record rate. That means that being an expert or specialist and owning a niche is important to gain trust early, drive results, and have a quality relationship among all of the people on both sides. Shortening patience isn't a one-way street. Agencies can be different and should be — and accountability will be a factor that wins out more and more in the coming years.” Corey's observations are compelling and timely — and they resonate deeply with the challenges and opportunities faced by agencies today. I want to reinforce the relevance of his insights with some data from the latest Agency Edge research study conducted by Agency Management Institute and Audience Audit. This study aimed to quantify what clients want from their agencies, allowing respondents to choose more than one factor. Hannah Roth, our resident mad scientist and strategist here at Predictive, delved into the Agency Edge research and shared her thoughts on the implications. She summarized: “Clients want the strategy, the path, and the overall goal in nearly equal parts. To pack a powerful punch, agencies that want to attract advocates and exacting experts should offer elements of all three.” I couldn't agree more with Hannah's analysis — and it's fascinating how the data aligns with Corey's insights. This synchronicity is exactly why I invited Corey back for an encore. We explore how his book can serve as a roadmap for your agency to create winning strategies, paths, and goals for your clients. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30-days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: The importance of having a documented, transparent plan that aligns all stakeholders Why chasing the shiny object of AI might be leading you astray from effective, proven strategies How focus on strategic planning can help you withstand sudden changes and distractions in the marketing landscape Real-life examples of clients who thought they were profitable but were actually losing money — and how you can avoid those pitfalls Tips for agencies to provide strategic guidance and not just project execution Resources: Website: https://voltage.digital Facebook Business: https://www.facebook.com/voltagekc LinkedIn Personal: https://www.linkedin.com/in/coreymorris/ LinkedIn Business: https://www.linkedin.com/company/voltagedigital/ Twitter Personal: https://twitter.com/coreydmorris Twitter Business: https://twitter.com/VoltageKC Instagram Business: https://www.instagram.com/voltagekc/ The Digital Marketing Success Plan: https://thedmsp.com Sell With Authority EP 103: How to Get to the Top of Google, with Corey Morris Additional Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group

For this episode of Sell With Authority — I break down a sales strategy that we've used here at Predictive for nearly a decade — but not until recently — did we build a framework around it. We call it the “Sales Crucible” — and I will tell you — whenever we have a new service line to begin selling here at Predictive – I design what we call a “Sales Crucible.” And just like a literal “crucible,” — I design a schedule and accountability points that intentionally put me under pressure so I'm forced to figure out the best way to talk about our newest offering, get at-bats in front of real prospects, strike out, and then eventually get some hits and score some wins. I know this might sound ridiculous — why would someone want to do that to themselves? Right? I promise you — if you put our Sales Crucible framework into practice — you will cut the time it takes to gain traction in your sales process. But before we dive in — have you heard about our upcoming July Intensive? Three times a year — we get our Predictive clients together on Zoom. We call it the “2-day Intensive.” We slice apart our best strategies for helping agencies sell more of what they do — and we break everything down in full transparency so you can install it into your agency. I know I'm biased — but holy bananas — each Intensive is off-the-charts awesome. Our next “Intensive” is Tuesday & Wednesday, July 30th & 31st, from 8:30 a.m. to 12 noon Central (on Zoom). Our goal for the July Intensive is to help you sell more of what you do. We have 30 guest passes available. Would you like to join us? And here's the magic. The Intensive is a private client-only event. That means no selling. No pitching. You just get to be one of us. If that sounds helpful — just send me an email at stephen@predictiveroi.com with the word “ONWARD,” and I'll get in touch with the full details, calendar invites, and Zoom links. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30-days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode is: How to create your own “XYZ Statement” so you can easily introduce yourself to prospects using a statement that is designed for them and not you How to connect the dots between your strategies and tactics — with the outcomes delivered for your clients Why build a list of confidants to practice your pitch shortens your path to success How to move quickly into the real batter's box and swing away Download our Free Frameworks to Help You Sell More of What You Do: Get the WHO Framework™: Replace your dry sales pipeline with a steady stream of right-fit clients. Get the WHAT Framework™: Design your irresistible offer and sell it for a premium-priced fee. Get the HOW Framework™: Put a proven sales process into place and close 80% of your proposals. Get the How You Help Framework™: Use this framework to make yourself an easy YES! for clients. Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Stephen's LinkedIn: www.linkedin.com/in/stephenwoessner/ Order your free paperback or Kindle copy of our Book: Sell with Authority

For this episode of Sell With Authority, we're shaking things up a bit. Instead of our usual format — I've got something special in store for you. We're diving into an episode I recorded with Drew McLellan for his Build a Better Agency Podcast. Why this twist, you might wonder? There are a few reasons I'm excited to share with you. But before we dive in — have you heard about our upcoming July Intensive? Three times a year — we get our Predictive clients together on Zoom. We call it the “2-day Intensive.” We slice apart our best strategies for helping agencies sell more of what they do — and we break everything down in full transparency so you can install it into your agency. I know I'm biased — but holy bananas — each Intensive is off-the-charts awesome. Our next “Intensive” is Tuesday & Wednesday, July 30th & 31st, from 8:30 a.m. to 12 noon Central (on Zoom). Our goal for the July Intensive is to help you sell more of what you do. We have 30 guest passes available. Would you like to join us? And here's the magic. The Intensive is a private client-only event. That means no selling. No pitching. You just get to be one of us. If that sounds helpful — just send me an email at stephen@predictiveroi.com with the word “ONWARD,” and I'll get in touch with the full details, calendar invites, and Zoom links. Okay — now for the twist with today's episode. Jody Sutter of The Sutter Company For this episode — I'm sharing the full recording of a recent LinkedIn Live that I did alongside Jody Sutter. Jody invited me — and I was like — Holy Bananas, yes!! And here's the thing — from the outside looking in — someone might look at Jody's company and Predictive as competitors — and yet — we share content, and support each other any way we can — because we both want the same thing for agency owners — for them to win more business. So we're going to play the entire LNKD Live recording here inside this episode. If you want to watch the video version of it – just go here. Enjoy. Hope you find it helpful. What you will learn in this episode is: How building an authority position can help you sell more of what you do. How you can make time to create or generate all that content. How long will it take before you see traction in your niche and results. How to easily get past the obstacle of thinking “What if I don't have anything interesting to say?” Download our Free Frameworks to Help You Sell More of What You Do: Get the WHO Framework™: Replace your dry sales pipeline with a steady stream of right-fit clients. Get the WHAT Framework™: Design your irresistible offer and sell it for a premium-priced fee. Get the HOW Framework™: Put a proven sales process into place and close 80% of your proposals. Get the How You Help Framework™: Use this framework to make yourself an easy YES! for clients. Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Stephen's LinkedIn: www.linkedin.com/in/stephenwoessner/ Order your free paperback or Kindle copy of our Book: Sell with Authority

I'm thrilled to welcome Jay Owen to this episode of Sell With Authority. Jay is the Founder and CEO of Business Builders, and this is a bit of an encore because Jay and I connected a few years ago for episode 777 of Onward Nation. Today's conversation is packed with insights you can apply to your own agency — to help you sell more effectively by focusing on how we help our clients grow as the catalyst for our own success. By leaning in to assist our audience, right-fit prospects, and clients, we can guide them through their most pressing business issues, challenges, and roadblocks. When we help them achieve their most vital priorities, remarkable things happen for them — and for us. Jay's mission, shared by his team, is to help others grow their businesses because when we do that, good things happen. Jay has a vision for assisting other agency owners in overcoming the persistent challenges we all face. Or — more candidly — those issues we repeatedly bang our heads against the wall over. If you take and apply the insights and wisdom Jay shares during this episode — you and your team can find new ways to lean into the recurring issues and challenges your clients face — and then — find new, helpful solutions your clients will value — and value you more in the process. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30-days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: How Jay scaled Business Builders from a small agency to a thriving enterprise Internal leadership and management in navigating technological changes Why outsourcing and a contract model can be the key to agility The importance of maintaining core values during tough times Why community and human connection are crucial in today's business world Resources: Website: https://businessbldrs.com/ LinkedIn Personal: https://www.linkedin.com/in/jayowen/ Instagram: https://www.instagram.com/jayowen/ Book: https://getjaysbook.com/ How to Build a Business that Lasts, with Jay Owen Additional Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Stephen's LinkedIn: www.linkedin.com/in/stephenwoessner/ Order your free paperback or Kindle copy of our Book: Sell with Authority

Welcome to the Sell with Authority Podcast – I'm Stephen Woessner, CEO of Predictive ROI. If we happen to be meeting for the first time — Predictive ROI helps agency owners and their teams sell more of what they do…typically for a higher fee. We do that by helping our clients build an authority position in the niche they've decided to serve — and then — monetize that position by creating a steady stream of right-fit prospects flowing into their sales pipeline. If learning proven strategies, tactics, and best practices to help you sell more of what you do aligns with where you want to take your agency — you're in the right place. Today's episode is a solocast — just you and me. I'll take you behind the curtain into the content we created for an email writing workshop we delivered for Predictive ROI clients and then recently transformed into a new guide entitled “How to Write Effective Emails and Improve Your Open Rates.” The guide is so new that it hasn't been added to our Resource Library yet. But — if you'd like a copy — just email me at stephen@predictiveroi.com and I'll be sure to send it your way. During this episode — I'm going to share with you in full transparency our “Where to Begin” process for writing effective emails on behalf of our clients and as part of our own content strategy. How the content we create leans into the common questions we know our audience cares about. How our emails address the pain points we know our audience is feeling and how each message is designed to be helpful by sharing a relevant story. Honest — writing effective email content can be that simple. I look forward to your thoughts. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30-days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode is: How Box 1: What are the common questions you know your audience, clients, and prospects typically ask you when you're spending time together? How Box 2: What are the pain points, business issues, roadblocks, and challenges you know your prospects are trying to overcome? How Box 3: What are the outcomes they desire the most — so that when they look back on the last year — they will feel like they made measurable progress? How Box 4: What are the strategies, tactics, and solutions you know will help make a difference in their business — if they only took the time to apply what they learned from you? How Box 5: And lastly — what is a relevant story you can share that packages all of that into an easily digestible piece of content…an email? Download our Free Frameworks to Help You Sell More of What You Do: Get the WHO Framework™: Replace your dry sales pipeline with a steady stream of right-fit clients. Get the WHAT Framework™: Design your irresistible offer and sell it for a premium-priced fee. Get the HOW Framework™: Put a proven sales process into place and close 80% of your proposals. Get the How You Help Framework™: Use this framework to make yourself an easy YES! for clients. Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Stephen's LinkedIn: www.linkedin.com/in/stephenwoessner/ Order your free paperback or Kindle copy of our Book: Sell with Authority Build a Better Agency Summit 2024: https://agencymanagementinstitute.com/babasummit/  

Welcome to the Sell with Authority Podcast – I'm Stephen Woessner, CEO of Predictive ROI. If we happen to be meeting for the first time — Predictive ROI helps agency owners and their teams sell more of what they do…typically for a higher fee. We do that by helping our clients build an authority position in the niche they've decided to serve — and then — monetize that position by creating a steady stream of right-fit prospects flowing into their sales pipeline. If learning proven strategies, tactics, and best practices to help you sell more of what you do aligns with where you want to take your agency — you're in the right place. Today's episode is a solocast — just you and me. I'll take you behind the curtain into what we call the “Help Me Understand” framework here at Predictive — and how we use it every single time we have a conversation with a prospective client. We use it every single time because the framework keeps us on track and focused on the most important thing during those meetings…the person we're meeting with. This type of meeting is never about selling — and the last thing we ever want to do is look like we're trying to close a sale. You don't like when someone tries to close you so we would never suggest you try to “close” one of your prospects. Instead — the Help Me Understand framework sets the stage for a great business conversation where you ask helpful questions. Then — there's some leaning in, peeling back the layers, asking more questions…and if you've applied the framework in full…your prospective client will ask you, “So — I've done all the talking. How do you think you can help us?” Honest — it can be that simple. I look forward to your thoughts. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30-days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode is: How Box 1: “Who you help” sets you and your prospective client for success because you'll find out how focused they are or if they're generalist. How Box 2: “What problems do you solve” will give you a glimpse into the strategies and tactics they consistently deploy to help their clients. How Box 3: “How does it work” will quickly show you if your prospective client has a methodology in place. Or — are they throwing spaghetti at the wall and hoping something sticks? How Box 4: “Top 3 Most Vital Priorities…” gives you permission to ask about their goals — the data points agencies always want to know, but few are bold enough to ask. How Box 5: “Roadblock in your way…” will peel back the curtain and show you the “back of stage” problems and constraints — and if you can solve them — holy bananas — you may have just won your agency a brand new client. Download our Free Frameworks to Help You Sell More of What You Do: Get the WHO Framework™: Replace your dry sales pipeline with a steady stream of right-fit clients. Get the WHAT Framework™: Design your irresistible offer and sell it for a premium-priced fee. Get the HOW Framework™: Put a proven sales process into place and close 80% of your proposals. Get the How You Help Framework™: Use this framework to make yourself an easy YES! for clients. Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Stephen's LinkedIn: www.linkedin.com/in/stephenwoessner/ Order your free paperback or Kindle copy of our Book: Sell with Authority Build a Better Agency Summit 2024: https://agencymanagementinstitute.com/babasummit/  

For this episode of Sell With Authority, I am thrilled to welcome back Jane Pfeiffer, the brilliant Founder and President of Fieldtrip, for an encore interview. Jane and her team have developed a new service offering that's a game-changer for clients and prospects in their niche. We discuss how to design a service offering that is limited in scope, with a defined start and end date, and a set budget. This approach leaves your clients wanting more because you demonstrated your expertise, were incredibly helpful, and built trust from start to finish. Jane takes us behind the curtain to reveal how you can be the most helpful to your clients by showing them all the problems — but in a way that prevents them from getting overwhelmed. Jane also shares strategies for enrolling your team, preparing for client discussions — while creating a service line that makes your agency an easy yes for right-fit prospects. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30-days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: The measured approach Jane and her team use to identify and address key client problems How to simplify and focus on a single impactful solution rather than over-engineering plans Steps for enrolling your team and preparing for client conversations effectively The shift nonprofits need to make from transactional fundraising to inviting transformational investments Methods to engage right-fit prospects and shift conversations from deliverables to meaningful business solutions Resources: Website: wearefieldtrip.com LinkedIn: https://www.linkedin.com/in/janepfeiffer/ Instagram: https://www.instagram.com/janewpfeiffer/ Additional Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group

For this episode of Sell With Authority, I invited Corey Quinn, who has a 25-year record of extraordinary success as an entrepreneur, sales leader, and marketing executive, to come back for an encore. In episode 86 of the podcast, Corey and I went on a bit of a mining expedition where we unearthed a ton of golden nuggets around how to narrow down your target market — and then — how to avoid some of the typical roadblocks that agencies run into when they begin to specialize and focus on a particular vertical market. Today, we dive into an area that we've never explored with any real depth on the podcast before. And that's — how to escape founder-led sales. If I had a dollar for every time I've chatted with agency owners celebrating the hire of that mythical, unicorn new biz salesperson who's supposed to ignite a fire of new clients and profitable work, I'd be rolling in it. On the flip side — I've also heard countless stories of disappointment — owners lamenting yet another failed biz dev hire who couldn't even cover their salary. Then there are the founders who desperately want to focus on biz dev, but just can't find the time. As a result, lead generation stalls and conversations with right-fit prospects fall by the wayside. That's why I asked Corey to join us today. He is a powerhouse in outbound marketing strategies, and he shares game-changing insights to help agency owners generate consistent sales and communicate their expertise. And — if you apply the strategies Corey lays out in his book, Anyone, Not Everyone, A Proven System to Escape Founder-Led Sales, you'll be well on your way to filling your sales pipeline with a steady stream of right-fit clients — the clients you want to serve and those that bring opportunities to sell more of what you do. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30-days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode is about: How to focus on a vertical market and get razor-sharp positioning The power of a strategic, long-term gifting approach How to transition from founder-led sales to a more scalable sales model Why investing in a well-curated list is crucial for outbound success Key components of a strong sales process to capitalize on generated opportunities Common outbound marketing mistakes and how to avoid them Resources: Website: https://www.coreyquinn.com/ LinkedIn: https://www.linkedin.com/in/coreyquinn/ Twitter: https://twitter.com/coreyquinn Newsletter: https://www.coreyquinn.com/free-resources Anyone, Not Everyone, A Proven System to Escape Founder-Led Sales Episode 86 of Sell With Authority: How to Narrow Down Your Target Market, with Corey Quinn Additional Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group

I am thrilled to welcome our guest expert, Sharon Toerek, back to this episode of Sell With Authority. It's her fourth time appearing on the show with us, but for those who are meeting her for the first time, she's the Founder of Toerek Law and the host of the podcast “The Innovative Agency”. Sharon is also Predictive's wicked smart intellectual property attorney and has reviewed and advised us with our client agreements and created our buy-sell and partnership agreements. She has been helping professionals in the advertising, marketing, and creative services industries protect and monetize their intellectual capital, and manage the legal implications of their marketing and advertising work. Many of us have faced the dilemma of wanting to have certain crucial conversations with our clients — but not knowing how to approach them without causing friction or damage to the relationship. On this episode, Sharon and I focus our discussion on how to ensure you get paid by having the right conversations with your clients at the right times. And — we discuss how to start relationships with clients on the right foot from the very beginning. Ensure that you and your agency get paid for your hard work. Sharon's expertise provides the tools and confidence to have these essential conversations with your clients. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30-days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: Smart ways to set up payment terms with clients so we're aligned right from the start Crucial elements of an effective payment agreement Strategies for setting assertive negotiation tones with clients to establish professionalism and confidence Steps to address payment delays Pros and cons of different payment structures How to attend Sharon's next virtual free Q&A session Resources: Website: legalandcreative.com LinkedIn: https://www.linkedin.com/in/sharontoerek/ Twitter: https://twitter.com/SharonToerek The Innovative Agency Podcast Get Your Money – Legal Strategies that Get Agencies Paid Q&A Episode 52 of Sell With Authority: How to Protect Intellectual Property, with Sharon Toerek Episode 59 of Sell With Authority: AI Copyright Law, with Sharon Toerek Episode 99 of Sell With Authority: Building Profitable Agency-to-Agency Alliances, with Sharon Toerek Additional Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group  

This episode of Sell With Authority is one I have been eagerly anticipating! I'm excited to reintroduce you to our special guest expert — because this conversation has been about 6-months in the making. When Marcel Petitpas, the Co-Founder and CEO of Parakeeto, joined us for Episode 95, the insights he shared were just the tip of the iceberg. That's why I immediately extended the invitation for an encore. Marcel has an unparalleled understanding of agency profitability and the essential metrics we need to focus on as agency owners to ensure not just growth — but profitable growth. Today, Marcel and I pick up right where we left off, delving deeper into the nuances of agency profitability. But that's not all. Thanks to the timing of this encore, we have a unique opportunity to gain some exclusive insights. Marcel has been on the move, traveling the country, sharing his wisdom on countless stages, and fielding questions from eager agency owners like you. So, during this encore, we take a peek behind the curtain. I'm beyond excited about this encore with Marcel — because when you sell more of what you do at a higher fee — that's awesome — but it's only awesome if you're also more profitable. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30-days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: Why finance, operations, and sales alone won't solve profitability problems Common misconceptions about where profitability problems stem from How to dig deeper — beyond surface-level and address the underlying problems Strategies for renegotiating resulting in better profitability Marcel's key takeaways from conversations with agency owners and their teams at the most recent events where he was a guest speaker How to get Marcel's free Agency Profitability Toolkit with everything you need to start measuring the basics in your business Resources: Website: https://parakeeto.com LinkedIn: https://www.linkedin.com/in/marcel-petitpas-20059588/ Facebook: https://www.facebook.com/agencyprofitability Twitter: https://twitter.com/Parakeeto Agency Profit Toolkit SWA Episode 95: Strategic Planning for Growth & Profit, with Marcel Petitpas Additional Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group

In this episode of Sell With Authority, Hannah Roth and I welcome Tim Burke, CEO of Conduit Digital Marketing. We focus our discussion on strengthening your agency through strategic partnerships — and the effective use of white-label solutions. Tim shares his brilliant perspective on the power of choosing the right strategic partners, optimizing processes, and the crucial metrics that drive successful client outcomes. We explore how the right partnerships can prove pivotal in transforming your agency from just another vendor into a valued strategic partner. Be even more helpful to your right-fit clients with strategic partnerships that keep your agency competitive in constantly changing markets. Applying Tim's insights and recommendations will put you and your agency in a better position to streamline, upgrade, and scale. And by doing that — you will sell more of what you do. A big dose of gratitude to our presenting sponsor for the podcast, Conduit Digital. By using their expertise in streamlining, upgrading & scaling your clients…they promise to reduce your risk so you can become the best digital agency in your market in 30-days. You can find Conduit and all their helpful insights and smarts here. What you will learn in this episode: How collaborations with the right strategic partners can streamline operations, amplify capabilities, and foster agency growth Why picking the right partner means beginning with the end in mind How to properly onboard a white-label partner Tracking the success metrics numbers that actually matter The three-step methodology Tim advocates for becoming a top-tier agency Why setting expectations helps you retain and grow your clients Resources: Website: https://www.conduitdigital.us/ Linkedin Personal: https://www.linkedin.com/in/timburkeconduitdigital/ LinkedIn Business: https://www.linkedin.com/company/conduitdigital/ Podcast: https://www.agency-talk.com/ Additional Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group

For this episode of Sell With Authority, we're shaking things up a bit. Instead of our usual format — I've got something special in store for you. We're diving into an episode I recorded with Drew McLellan for his Build a Better Agency Podcast. Why this twist, you might wonder? There are a few reasons I'm excited to share with you. First off — Drew and I delved deep into the topic of niche, but from a perspective that might surprise you. We explored how Predictive pivoted its niche a few years back, the reasons behind it, and, candidly, how we got a bit too comfortable in our previous niche. Secondly — I believe the insights we share about building community and adding value will resonate with you, especially if you attended Day 1 of our March Intensive, where community was at the forefront. And third — buckle up for some powerful takeaways from Drew's keynote at the Build a Better Agency Summit. He discusses steering our agencies out of safe harbors, embracing the storm, and why those risks we fear might not be risks at all. Drew's wisdom adds a brilliant layer to the conversation. If you take and apply what we talk about in this episode — you're going to be in a much better position to roar through 2024 by selling more of what you do. What you will learn in this episode is: Why breaking away from the playbook and charting a new course could be the right strategic move for your agency How to identify the client types you excel at serving, potentially uncovering your agency's new niche in the process How to redefine your agency's approach and positioning Why your agency niche can establish you as the authority on how to become “The Authority” The pivotal role of cultivating a community of eager learners, facilitating more streamlined sales processes Resources: Website: www.predictiveroi.com Visit our newly expanded Resource Library Join us in our free How to Fill Your Sales Pipeline Facebook Group Stephen's LinkedIn: www.linkedin.com/in/stephenwoessner/ Order your free paperback or Kindle copy of our Book: Sell with Authority Build a Better Agency Summit 2024: https://agencymanagementinstitute.com/babasummit/