Agency Bytes Podcast
Agency Bytes is a video podcast series that packs a ton of important agency information on one topic, from one expert into a 25-minute brief.
Why 25 minutes?
Because who has the attention span for much more these days, and you can squeeze in a listen between meetings with time for a bathroom break or coffee refill before your next meeting.
Listen & subscribe on the platform of your choice
Subscribe for email delivery each week
Ep 118 – Jamie Brindle – From Freelancer to Entrelancer: Building a Business That Scales
Ep 118 – Jamie Brindle – From Freelancer to Entrelancer: Building a Business That Scales
In episode 118, I’m joined by Jamie Brindle—a freelancer, strategist, and creator who’s built a half-million-strong audience around helping creative solopreneurs build sustainable, scalable freelance businesses. In this conversation, Jamie breaks down what it means to be an “Entrelancer”—a hybrid of entrepreneur and freelancer—and why the traditional view of freelancing is overdue for a reboot.
We talk about why having an audience builds instant trust, how freelancers can evolve into business owners without employees, and the myths around websites and portfolios that keep too many creatives stuck in planning mode instead of taking action. Jamie also shares a powerful framework for moving strangers into long-term client relationships—and why every freelancer should be thinking like a strategist, not just a task-taker.
Whether you’re freelancing, running an agency, or somewhere in between, this one’s packed with fresh thinking.
Key Bytes
• Jamie shares the origin of the term “Entrelancer”—and how it reflects a more modern, business-minded freelancer.
• He explains how their TikTok content (originally not for clients) unexpectedly opened doors to Fortune 100 opportunities.
• We dig into the importance of digital products, productized services, and building systems to support time freedom.
• Jamie outlines the four stages of the customer journey: Stranger → Lead → Client → Client for Life.
• He gives a masterclass in how to manufacture delight, over-deliver, and secure repeat work.
• We challenge the sacred cows of freelancer websites and portfolios—and why Jamie believes they’re massive time-wasters.
• Sales anxiety? Jamie offers a grounded, simple mindset shift that removes pressure and focuses on being helpful.
• He explains how positioning yourself as a solution—not a task-taker—is the unlock to charging more and building authority.
Chapters
00:00 Welcome and Intro to Jamie Brindle
01:00 The accidental power of TikTok and building trust
04:30 Redefining success as a freelancer
07:00 “Entrelancer” vs. freelancer: What’s the difference?
11:40 Scaling without employees: Productized and digital offers
13:00 Pivoting from video work to social media consulting
15:25 Lessons from shifting services and getting back in the field
19:30 Jamie’s four stages of the customer journey
24:00 Reframing sales: It’s just solving a problem
28:00 Positioning yourself as a strategic partner
34:00 Why portfolios and websites are the biggest time wasters
37:00 Final thoughts and closing
Jamie Brindle is a freelancer who gives advice to over half a million other creatives on social media about building a scalable and sustainable freelance business.
Contact Jamie:
@thejamiebrindle on all socials
Ep 117 – Wanda Allen, Follow Up Sales – Overcoming the Fear of Follow-Up
In episode 117, I sit down with Wanda Allen, international speaker, coach, and author of Follow Up Sales Strategies. With 25 years in the corporate world and a background in business banking, Wanda developed a systemized approach to sales follow-up that now helps business owners and sales professionals increase their close rates.
We dive into the psychology behind why so many people avoid follow-up, the fears that hold them back (hint: it’s not really about time), and how a simple shift in mindset and process can transform your sales pipeline. Wanda shares data-backed insights, actionable tips for improving follow-up cadence, and even debunks myths about being “pushy.” Whether you’re in active outreach or avoiding the phone like the plague, this episode will motivate you to reframe your follow-up game—and pick up the phone with purpose.
We also talk about her book-writing journey, the importance of believing in the value you bring, and a bucket-list dream that has her heading south of the border.
Key Bytes:
• 98% of sales don’t happen on the first contact—follow-up is essential.
• Fear of being “pushy” and fear of rejection are the top two mindset blocks around follow-up.
• 80% of sales happen between the 5th and 12th contact—most people quit after 2.
• Follow-up is a form of service, not pressure—it shows interest and professionalism.
• The phone is the most efficient tool in sales, yet it’s the most underused.
• You can’t build trust without consistent, committed follow-up.
• Stop assuming silence means disinterest—prospects are often just busy.
• Confidence in your pricing comes from believing in your value.
Chapters
00:01 – Introducing Wanda Allen and the importance of follow-up
01:04 – From corporate banking to follow-up systems expert
03:35 – Writing two books and why her first was retired
06:07 – The real reason people don’t follow up: mindset and fear
07:59 – How to prioritize follow-up and overcome procrastination
11:00 – Why consistent follow-up beats your competition
14:12 – Action over anxiety: staying out of your head during follow-up
16:18 – The forgotten power of the phone in today’s sales world
Wanda Allen is an international speaker, coach and corporate trainer. She's also the author of Follow Up Savvy and Follow Up Sales Strategies. Wanda had a 25 year corporate career where she held the position of Senior Vice President for 15 years. She has a strong skill set for developing systems and applied this skill to the follow up process. She's an expert in helping entrepreneurs, business owners and sales professionals increase pipelines, improve sales performance and strengthen relationships by developing strong follow up skills.
Contact Wanda:
https://www.followupsalesstrategies.com/
Ep 115 – Jason Hennessey, Hennessey Digital – Owning a Niche and Scaling It to 8 Figures
In episode 115, I sit down with Jason Hennessey, internationally recognized SEO expert and CEO of Hennessey Digital. Jason shares the story of how a single talk at a legal mastermind sparked his first agency, and how he’s since scaled a powerhouse SEO firm serving top-tier law firms. We talk about niching down, the power of building a personal brand, and why delegation was key to scaling without burning out. Jason opens up about leadership, team culture, and how stepping back actually helped his agency grow faster. Plus, we dive into strategies like direct mail, personal outreach, and even outsourcing genius to level up results.
Key Bytes
• Jason Hennessy has been in SEO since 2001 and started his first agency in 2008.
• He transitioned from his first agency to Hennessy Digital in 2015, focusing on law firms.
• Innovative marketing strategies, like sending personalized books, helped him secure clients.
• Hennessy Digital primarily serves personal injury lawyers but sees potential in other legal niches.
• Building a personal brand has significantly increased response rates to his outreach.
• Delegation and outsourcing are key to scaling an agency effectively.
• Jason emphasizes the importance of investing in leadership and team development.
• He still engages with SEO on a personal level, leveraging external expertise.
• Agency culture is a priority, fostering support and recognition among team members.
• Asking for help and seeking coaching is crucial for agency owners.
Chapters
00:00 Introduction to Agency Bites and Guest Background
01:04 Jason Hennessy's Journey in SEO and Agency Growth
03:55 Transitioning from First Agency to Hennessy Digital
07:00 Innovative Marketing Strategies for Law Firms
10:06 Market Potential and Niche Focus in Legal SEO
11:58 Building a Personal Brand and Leadership Structure
16:01 Scaling the Agency and Delegating Responsibilities
20:03 Passion for SEO and Outsourcing Expertise
23:05 Expanding Services Beyond SEO
24:54 Agency Culture and Team Dynamics
27:04 Personal Insights and Advice for Agency Owners
Jason Hennessey is an entrepreneur, internationally recognized SEO expert, author, speaker, podcast host, and business coach. Since 2001, Jason has been reverse-engineering the Google algorithm as a self-taught student and practitioner of SEO and search marketing.
Jason's expertise has fueled the growth and successful sale of multiple businesses, starting with a pioneering dot-com venture in the wedding industry. Serving as the CEO of Hennessey Digital since 2015, Jason's leadership has transformed a modest consultancy into a thriving eight-figure agency, earning a place on the prestigious Inc. 5000 list for five consecutive years. He is also the author of two Amazon bestsellers titled Law Firm SEO and Honest SEO.
As a sought-after keynote speaker and a frequent guest on podcasts and webinars, Jason shares his wealth of knowledge. He contributes as a columnist to respected publications such as the Washington Post and is a regular contributor to Entrepreneur, Forbes, Inc., Newsweek, and Rolling Stone Magazine. Jason's accomplishments extend to being honored with the Gold TITAN Business Award in the Entrepreneurship, Branding, Advertising, & Marketing category, as well as being recognized as a National Law Review Go-To Thought Leader.
Jason's journey has been enriched by his experience as a United States Air Force veteran and his attainment of a Bachelor of Arts degree in Marketing from the University of Nevada, Las Vegas. Commencing his SEO career in Las Vegas and later establishing a strong presence in the legal industry in Atlanta, Jason now resides in the Los Angeles area with his wife, Bridget, and their three children.
Ep 114 – Courtney De Ronde, Forge Financial – Unlocking Business Growth
Ep 113 – Dr. Jeremy Weisz, Rise25 – The Gift of Podcasting
In episode 113, I sit down with Dr. Jeremy Weisz, co-founder of Rise 25 and host of the Inspired Insider podcast. Jeremy and I talk about how podcasting—when used the right way—can become one of the most effective tools for building real relationships, not just content. He breaks down the Dream 200 strategy for identifying ideal clients, why giving value always beats chasing sales, and how his agency uses both podcasting and strategic gifting to keep top-of-mind with partners and clients. We also dive into how he accidentally became an agency owner, the underrated power of thoughtful gifts, and his take on creating a high-impact referral ecosystem. And yes, we end with some rapid-fire questions—including the surprising mascot he’d pick for his agency.
Key Bytes
• Podcasting is a powerful tool for networking and professional development.
• Building relationships through podcasting can lead to business opportunities.
• The Dream 200 strategy helps identify and target ideal clients.
• Giving away valuable information attracts the right clients.
• Gifting strategies can enhance client engagement and retention.
• Podcasting can serve multiple purposes: authority building, SEO, and content creation.
• Networking through podcasts can create referral partnerships.
• Understanding your niche is crucial for effective marketing.
• Regular touchpoints with clients through gifts can strengthen relationships.
• Consider the source of business advice before acting on it.
Chapters
00:00 Introduction to Podcasting and Rise 25
02:52 The Evolution of Podcasting and Its Benefits
05:47 Building Relationships Through Podcasting
09:10 The Dream 200 Strategy for Targeting Clients
11:53 Gifting Strategies for Client Engagement
14:54 Rapid Fire Questions and Closing Thoughts
Dr. Jeremy Weisz has been featuring top entrepreneurs with video interviews since 2008 that include founders/CEOs of Pixar, P90X, Atari, Einstein Bagels, Mattel, Kettle Chips, RX Bars, Big League Chew, the Orlando Magic, and many more on www.InspiredInsider.com
He runs Rise25 which helps B2B businesses connect to their ‘Dream 200’ clients, and referral partners and get ROI, using a podcast. They eliminate 99% of the work and make sure you get ROI. Rise25 is an easy button for you to launch and run your podcast.
Podcasting has been one of the best things I've done both personally and professionally. It's been an amazing tool for connecting with referral partners, strategic partners, clients, and more.
Podcasting is like a "Swiss Army knife" because it is business development, referral marketing, strategic partnerships, lead generation, SEO, content creation, and personal and professional development, all in one.
Contact Dr. Weisz:
Ep 114 – Courtney De Ronde, Forge Financial – Unlocking Business Growth
In episode 114, I sit down with Courtney De Ronde, CEO of Forge Financial and Management Consulting, to talk about the powerful intersection of financial visibility and leadership growth. Courtney shares her journey from CPA to strategic business advisor, and we dig into her Simple Scale Up System—a framework designed to help agency leaders evolve from scrappy doers to scalable CEOs.
We explore the importance of accurate revenue recognition, the dangers of relying too heavily on gut instincts, and the mindset shifts needed to lead at the next level. Courtney also gets candid about AI’s impact on the accounting industry and why embracing technology is a must—not a maybe. We wrap things up with some rapid-fire questions that reveal the human side of this numbers expert.
Key Bytes
• Courtney De Ronde has over 20 years of experience as a CPA.
• Understanding financial visibility is crucial for business growth.
• AI presents both challenges and opportunities in the CPA industry.
• The Simple Scale Up System focuses on scaling leaders and organizations.
• Leaders must shift from relying on instincts to leveraging insights.
• Cash flow issues often indicate deeper business problems.
• Delegation and trust are essential for scaling a business.
• Learning from others' failures can accelerate growth.
• Financial reporting should match revenue with related expenses.
• Things don't have to be perfect to be effective.
Chapters
00:00 Introduction to Agency Bites and Guest Background
01:04 Courtney's Evolution from CPA to Business Leader
03:19 Understanding Financial Visibility and Coaching Services
04:12 Common Financial Red Flags in Service-Based Businesses
08:06 The Impact of AI on the CPA Industry
12:25 The Simple Scale Up System Framework
15:46 Shifting Mindsets: From Instincts to Insights
22:53 Challenges in Scaling Dependent Businesses
25:13 Rapid Fire Questions and Closing Thoughts
Courtney De Ronde is the CEO of Forge Financial & Management Consulting and the creator of the Simple ScaleUp System™. With over 20 years as a CPA and 15 years in business
leadership, Courtney specializes in guiding small businesses from startup to scaleup. She’s an expert in business intelligence, leadership, and corporate finance. We’re thrilled to have her share her insights on how you can achieve your most ambitious goals.
Take our free Business Intelligence Grader to gain visibility within their business
Ep 111 – Corey Quinn – Deep Specialization
In episode 111 of Agency Bytes, I sit down with Corey Quinn—agency growth expert, author of Anyone, Not Everyone, and the guy who helped scale Scorpion from $20M to $150M. We unpack what it really means to specialize as an agency and why empathy might just be your most overlooked growth lever.
Corey shares how moving from generalist to deep specialization can unlock operational efficiency, stronger positioning, and a hell of a lot more revenue. We also dig into outbound sales strategies (including the power of gifting!), how to expand into multiple verticals without becoming a generalist again, and what the future of agency specialization looks like in an AI-driven world.
If you’ve ever worried about niching down “too far,” this conversation will flip that fear on its head.
Key Bytes
• Corey Quinn emphasizes the importance of deep specialization for agency growth.
• Empathy is crucial for understanding clients' specific problems.
• Transitioning from inbound to outbound sales requires a strategic approach.
• The generalist trap can lead to operational inefficiencies and client loss.
• Building trust through industry engagement is key to agency success.
• Agencies should consider adjacent verticals for expansion.
• Creative teams may need variety to stay engaged in specialized markets.
• The tools used in marketing may change, but the outcomes remain constant.
• Agencies should focus on solving real-world business problems for clients.
• Founders can explore new verticals once they achieve a certain market share.
Chapters
00:00 Introduction to Agency Growth and Specialization
01:11 Corey's Journey in the Agency World
03:02 Scaling Scorpion: From 20M to 150M
07:15 The Shift to Outbound Sales Strategies
11:44 Deep Specialization: Breaking the Generalist Trap
12:10 Empathy in Agency Specialization
19:10 Building Trust Through Industry Engagement
21:10 Expanding into New Verticals
25:17 Addressing Fears of Niching Down
27:42 Future Trends in Agency Specialization
Corey Quinn has over 18 years in the agency space, including as Scorpion's CMO, where he helped grow revenue from $20M to $150M in 6 years. His bestselling book: "Anyone, Not Everyone: a Proven System for Agencies to Escape Founder-Led Sales" has been endorsed by Aaron Ross, John Ruhlin, Dr. Benjamin Hardy, Marcel Petitpas, and many others.
Today, his company helps digital agencies become the go-to choice within a vertical market with his Deep Specialization Methodology.
Contact Corey:
https://www.linkedin.com/in/coreyquinn/
Ep 110 – James Barnard, Barnard Co – Going Viral: The TikTok Breakthrough
In episode 110 of Agency Bites, I sit down with the incredibly talented James Barnard, a logo designer and design educator based in Australia. We dive deep into his fascinating journey from the publishing world in the UK to building a thriving freelance design business powered by social media — especially TikTok! James shares how he crafted his pricing strategies, attracts qualified leads, and balances freelance life with family life. We also get into his design process, the value of design education today, and how he's expanded his income streams through courses and brand partnerships. Plus, we wrap things up with a few rapid-fire questions that give a glimpse into James's personal side. You won't want to miss this one!
Key Bytes
• James transitioned to graphic design at 25 after a career in publishing.
• Social media, especially TikTok, played a crucial role in his business growth.
• Viral content can significantly increase client leads and visibility.
• Pricing strategies are essential for attracting qualified leads.
• Balancing freelance work with personal life is a priority for James.
• A structured design process leads to higher quality work and client satisfaction.
• Diversifying income streams can alleviate pressure from client work.
• Education in design is evolving with social media as a learning tool.
• James emphasizes the importance of being hands-on in his work.
• Pitching for work is often a waste of time in the design industry.
Chapters
00:00 Introduction to James Barnard
02:28 James's Journey into Graphic Design
05:30 The Impact of Social Media on Business
09:52 Going Viral: The TikTok Breakthrough
12:27 Pricing Strategies and Qualified Leads
14:49 Balancing Freelance Work and Personal Life
18:57 Design Process and Client Interaction
25:58 Diversifying Income Streams
30:11 The Value of Design Education
31:37 Rapid Fire Questions and Closing Thoughts
James Barnard is a logo designer and design educator specializing in creating logos and visual identities with meaning. With over 15 years of experience in the graphic design industry, he began his career in the UK’s publishing sector before transitioning into branding and education.
Passionate about sharing his expertise, James is dedicated to mentoring and inspiring the next generation of designers through his social platforms, where he provides valuable insights, tutorials, and industry knowledge.
https://instagram.com/barnardco/
https://www.tiktok.com/@barnardco
https://www.youtube.com/@barnardco
https://www.linkedin.com/in/jamesrbarnard/
Ep 109 - Tony Wilson, Accquip – Knowing Your Numbers
In episode 109 of Agency Bytes, I sit down with Tony Wilson, founder of Accquip and a financial powerhouse for agencies who want to stop flying blind. Tony shares his story of stepping out of corporate during the Great Resignation and stepping into his passion—helping agency owners build profitable businesses they actually love running.
We break down Days Till Zero, a simple but powerful metric Tony developed to help agency owners understand exactly how long their cash will last—and how to make smarter, proactive decisions before things get tight. Tony also dives into gross margin benchmarks, how overlooked they are, and why net profit alone doesn’t tell the full story.
Plus, we talk through:
• Red light, yellow light, and green light cash benchmarks every owner should know
• Project-level gross margin mistakes (and how to fix them)
• Why time tracking is about clarity, not micromanagement
• Smart investments vs. sitting on cash
If you’re ready to stop reacting and start running your agency with financial confidence, this one’s for you.
Key Bytes
• Tony Wilson's journey reflects the empowerment of agency owners.
• Accquip focuses on educating entrepreneurs about accounting.
• Understanding financial metrics leads to better decision-making.
• Days till zero is a crucial metric for agency health.
• Proactive financial management can prevent crises.
• Cash reserves should be monitored regularly.
• Gross margins are vital for assessing agency profitability.
• Identifying project profitability helps in resource allocation.
• Time tracking provides valuable operational insights.
• Agencies should prioritize selling over playing business.
Chapters
00:00 Introduction to Agency Bites and Tony Wilson's Journey
01:37 The Concept of Equip and Its Mission
03:46 Understanding Days Till Zero: A Key Metric for Agencies
08:54 Proactive Financial Management for Agencies
11:34 Cash Reserves: Understanding Red, Yellow, and Green Light Zones
14:39 The Importance of Gross Margins in Agency Profitability
18:21 Identifying and Addressing Overhead and Project Profitability
21:02 Tools and Systems for Effective Time Tracking and Financial Management
24:11 Rapid Fire Questions and Closing Thoughts
Tony Wilson’s entrepreneurial journey was shaped by three pivotal moments: launching a business with his brother in 2010, witnessing his roommate’s life-changing pivot from carpenter to software developer, and becoming a father—which ignited his drive to lead by example. In 2021, Tony joined “The Great Resignation” to help digital agency owners grow thriving, profitable businesses without sacrificing their well-being. Through Accquip, he is on a mission to empower agency owners to build the businesses they love without going bankrupt in the process.
Contact Tony:
https://www.linkedin.com/in/tony-wilson-cpa/
Ep 108 – Yael Morris, Decode Insights – Why Your Customers Buy, or Don’t
In episode 108 of Agency Bytes, I sit down with Yael Morris from Decode Insights to dive deep into the psychology behind why customers really buy — and why they don’t. Yael shares her fascinating journey from selling granola bars to becoming a go-to expert for decoding customer motivations through intimate, one-on-one conversations. We explore why traditional focus groups often miss the mark, how true empathy fuels marketing success, and why no AI tool can replace the magic of a real human conversation. If you’ve ever relied on gut feelings to shape your messaging, this one’s a must-listen. Plus, stick around for some rapid-fire questions where Yael shares personal insights, favorite tools, and advice she’d give her younger self.
Key Bytes
• Understanding buyer psychology is crucial for effective marketing.
• Customer insights can drive product development and marketing strategies.
• Empathy in marketing leads to better customer connections.
• Human conversations yield deeper insights than surveys or forms.
• AI cannot replace the emotional context of human interactions.
• One-on-one interviews provide richer data than focus groups.
• Customer-driven messaging is essential for successful marketing.
• Patience is key when introducing unconventional ideas.
• Building rapport in interviews encourages openness from customers.
• Insights from customer conversations can significantly impact business growth.
Chapters
00:00 Understanding Buyer Psychology
02:52 The Journey to Customer Insights
05:59 The Importance of Human Conversations
09:10 The Role of Empathy in Marketing
11:47 Universal Application of Customer Insights
15:05 The Impact of AI on Customer Understanding
18:03 The Value of One-on-One Interviews
21:02 Leveraging Insights for Business Growth
24:05 Focus Groups vs. One-on-One Interviews
26:52 Rapid Fire Questions and Closing Thoughts
Yael Morris from Decode Insights goes deep into buyer psychology to decode the real reasons behind why your customers buy, or don't buy from you. Through 1:1 customer interviews, she uncovers her clients customers' real-lived moments of struggle and desired outcomes that led them to purchase, giving a new human-level understanding of exactly what really matters to customers.
Contact Yael:
Ep 107 – Blair Enns, Win Without Pitching – The Fourth Conversation
In episode 107 of Agency Bytes, I sit down with Blair Enns, founder of Win Without Pitching and author of The Win Without Pitching Manifesto and The Four Conversations. If you’ve heard Blair on other shows—or are one of the many who’ve followed his work for years—you might think you’ve heard it all. Not this time. In this conversation, we go beyond the usual talking points and uncover insights he’s never shared before.
Blair opens up about the real mindset shifts creative professionals need to make if they want to stop selling like vendors and start showing up as experts. We break down the Four Conversations model, what most agency owners still get wrong about pricing, and how to rewrite the dynamics of the sales process to work in your favor.
We also explore why repetition beats inspiration, how to protect your power in client engagements, and what Blair believes is the single biggest opportunity for agencies right now—even in a time of AI disruption and economic uncertainty. If you want to charge more, pitch less, and finally own your value—this episode brings the fire.
Key Bytes
• Blair Enns emphasizes the importance of lifestyle choices in career decisions.
• The Win Without Pitching Manifesto serves as a foundational text for creative professionals.
• Sales should be viewed as a series of conversations rather than a pitch.
• Pricing is a critical area for agencies to improve profitability.
• Repetition in learning is essential for mastery of sales techniques.
• Creative professionals often struggle with the mindset of being a salesperson.
• The Four Conversations provides a framework for navigating sales effectively.
• Surviving economic uncertainty is crucial for agency success.
• Agencies should focus on their unique expertise to stand out in the market.
• Building strong client relationships is key to successful sales.
Chapters
00:00 Introduction to Blair Enns and His Journey
02:59 The Catalyst for Change: Lifestyle Choices
06:00 The Birth of Win Without Pitching
09:06 Understanding the Win Without Pitching Manifesto
12:12 The Four Conversations: A New Model for Selling Expertise
17:54 Lessons Learned from Coaching Agencies
20:50 The Importance of Repetition in Learning
25:56 Navigating Sales Conversations Effectively
31:59 Mindset Shifts for Creative Professionals
35:05 Opportunities and Challenges Ahead for Agencies
Blair Enns is the founder of Win Without Pitching and the author of three books on selling and pricing for expert advisors and practitioners, including the brand new The Four Conversations: A New Model for Selling Expertise.
A former advertising professional and consultant, Blair launched Win Without Pitching in 2002 to help creative professionals learn to win more business at higher prices without giving their services away for free in a pitch. His selling philosophy and pricing strategies resonated beyond the advertising and design professions to the point where today Win Without Pitching serves expert advisors and practitioners around the world in over a dozen professions, including finance, marketing, consulting, engineering and healthcare.
Blair also co-hosts, along with David C. Baker, the popular podcast 2Bobs: Conversations on the Art of Creative Entrepreneurship.
Contact Blair: winwithoutpitching.com
Ep 106 – Lisa Colantuono, AAR Partners – Building Relationships, Not Pitches
In episode 106 of Agency Bytes, I chat with Lisa Colantuono, president of AAR Partners and a 25-year veteran in agency-client matchmaking (though she hates that word!). If you’re tired of wasting time on endless pitch decks, spec work, and one-sided RFPs, this episode is a must-listen.
Lisa shares what really matters to brands during the agency search process—and how agencies can proactively position themselves to win more work without chasing every lead. We dive into how to build trust that leads to long-term relationships, how to get your agency noticed through smart PR, and why your creative work still needs to deliver real impact. Lisa also drops actionable advice on reputation-building, client retention, and what it really takes to stand out in a crowded agency landscape.
Whether you’re running a small shop or a growing firm, Lisa’s insights are full of practical steps to help you stay relevant, get on the right shortlists, and keep your agency’s name in the room—even when you’re not.
Key Bytes
• Streamlining the agency review process is essential—both for marketers and agencies trying to avoid wasted time and energy.
• Marketer-led reviews now make up 85% of the search landscape—agencies need to understand how to stand out in this evolving dynamic.
• Trust and relationships are everything. People buy from people they trust, and lasting partnerships are built on emotional connection.
• Agencies must treat themselves like their number one client. Prioritize your own marketing, just like you would for your best-paying account.
• Referrals, recognition, and press coverage are key to visibility—smart PR can put your agency on a brand’s radar before the pitch even starts.
• Great creative still wins. No amount of charm or strategy can replace standout work that delivers results.
• Proactivity beats complacency. The biggest reason agencies lose clients? They stop showing up with ideas.
• Personalized outreach beats “spray and pray.” Insightful, relevant communication gets attention—generic blasts get ignored.
• Your network defines your success. The company you keep, the connections you nurture—they’re all part of the relationship-driven business we’re in.
Chapters
00:00 Introduction to Agency Bites and Lisa Colantuono
01:44 Reinventing the Agency Search Process
04:21 Streamlining the Review Process
08:11 Trends in the Marketing Industry
12:26 Building Trust and Relationships in Agencies
18:10 The Importance of Reputation and Press Coverage
23:28 The Power of Recognition in Agency Work
25:06 The Importance of Account Management
26:39 Complacency: The Silent Account Killer
28:07 Proactivity in Client Relationships
29:33 Building Trust Through Networking
30:56 Emotional Connections with Brands
32:55 The Value of Insightful Communication
35:05 Understanding Client Pain Points
39:19 The Comprehensive Marketing Approach
40:09 Personal Insights and Life Lessons
Lisa Colantuono is the President of AAR Partner. With nearly 25 years of experience, Lisa has helped marketers like Ancestry, Subaru, and Panera Bread connect with the right agencies to drive meaningful results. She’s a pioneer in modernizing the agency search process, the author of @AARLisa: New Biz in 140 Characters (or Less), and the host of the On Purpose podcast. Lisa is passionate about building impactful partnerships and shaping the future of the marketing industry.
Contact Lisa:http://www.aarpartners.com
Ep 096 – Jason Kramer, Cultivize – Lead Nurturing and CRM tips for Agency Owners
In episode 096 of Agency Bytes, I had the pleasure of speaking with Jason Kramer, founder and CEO of Cultivize, about how to improve the sales process through better lead nurturing and CRM strategies. We covered topics like identifying and converting leads, picking the right CRM tools, and the mindset shifts that make CRM usage more effective. Jason shared some great insights on evaluating past marketing efforts, making sense of key metrics, and positioning agencies for success. He also introduced some exciting tools and resources from Cultivize, including a Google Sheets-based CRM system called Profit Path, which helps businesses track leads and marketing expenses more effectively.
Key Bytes
• Cultivize focuses on helping businesses identify, nurture, and convert leads.
• Proper CRM implementation requires ongoing adjustments and strategy.
• Many companies jump into technology without understanding their needs.
• Evaluating past marketing efforts is crucial for future success.
• Metrics should inform decisions, not just provide data.
• Agencies often struggle with self-marketing due to proximity to their own business.
• Positioning and niche marketing are essential for agency success.
• New tools like Profit Path can simplify lead tracking and marketing costs.
• Behavioral changes are necessary for effective CRM usage.
• Asking for help can accelerate business growth.
Chapters
00:00 Introduction to Cultivize and Sales Optimization
05:55 Choosing the Right CRM Tools
11:58 Evaluating Past Marketing Efforts
17:54 Marketing for Agencies: The Importance of Positioning
24:04 Rapid Fire Questions and Final Thoughts
Jason Kramer is the founder and CEO of Cultivize, a consulting firm dedicated to improving lead nurturing and CRM implementation. With more than two decades of experience, Jason has collaborated with both global and local brands to help align marketing and sales efforts. His expertise lies in optimizing sales processes, evaluating underperforming marketing campaigns, and fostering better integration between marketing and sales teams.
Contact Jason:
https://cultivize.com/learnmore/
Afterthelead.com - Code “AgencyBytes” to save $50
https://cultivize.com/profit-path-sales-tool/
Ep 095 – Chip Griffin, SAGA – Agency Ownership Pitfalls
In episode 095 of Agency Bytes, I’m joined by Chip Griffin, founder of the Small Agency Growth Alliance (SAGA). With over 30 years of experience as an agency owner and entrepreneur, Chip shares how small PR, marketing, and creative agency owners can build businesses they truly love.
We dig into some of agency owners' pitfalls, including why chasing “copycat goals” and outdated benchmarks often leads to burnout, and why focusing on profit and personal satisfaction is key. Chip also breaks down his “floor-to-ceiling” pricing model, the importance of time tracking, and how finding focus (a.k.a. niching) can make your agency more efficient and profitable. Plus, we discuss how owners can step back from the grind and take control of their day-to-day.
If you’re ready to rethink your approach to running your agency, this episode is packed with actionable tips to help you grow sustainably and love what you do. Tune in now!
Key Bytes
• Commit to building a business you want to own.
• Define personal goals to shape your agency.
• Focus on profit, not just revenue or headcount.
• Time tracking is essential for understanding costs.
• Pricing should be based on project budgets and value.
• Finding focus helps improve efficiency and results.
• Agency owners often work too many hours on the wrong tasks.
• Control your day to enhance satisfaction.
• Selling an agency is often not a life-changing event.
• Life is too short to be miserable in your work.
Chapters
00:00 Introduction to Agency Growth
06:36 The Importance of Time Tracking
12:51 Pricing Strategies for Agencies
19:23 Common Pain Points for Agency Owners
25:19 Rapid Fire Questions and Final Thoughts
As the founder of the Small Agency Growth Alliance (SAGA), Chip Griffin helps small PR and marketing agency owners build businesses that they want to own. He works with them to grow profits, eliminate overwork, and improve their overall satisfaction.
As an experienced entrepreneur and agency owner himself, Chip shares the wisdom of his successes and the lessons from his failures. He understands the challenges and opportunities that face agency owners because he sat in the same chair and faced similar decisions.
Chip joined his first agency 30 years ago as a Junior Account Executive and has had an appreciation for the highs and lows these firms experience ever since.
Contact Chip:
Ep 094 – Chris DuBois, Dynamic Agency OS – The Three O’s of an Agency
In episode 094 of Agency Bytes, I had the pleasure of sitting down with Chris Dubois, a seasoned marketing expert and non-founder CEO. Chris shares his fascinating journey from being an infantry officer to leading a successful agency that not only got recognized as an Inc 5000 honoree but also earned the prestigious Two Comma Club award. During our conversation, Chris dives deep into the Dynamic Agency OS, his framework for helping agencies achieve alignment and growth. Key areas of focus from the podcast include:
• Transformational Leadership: How Chris advanced from head of operations to CEO and his insights on effective leadership.
• Strategic Specialization: The importance of niching based on problem-solving and creating differentiated offers.
• Team Optimization: Evaluating and leveraging team strengths to maintain high standards and improve agency culture.
• Quarterly Planning: The benefits of conducting quarterly strategy sessions to stay aligned with client goals and maintain focus.
• Practical Tools: Chris's take on invaluable tools like the AI-powered calendar tool, Motion, and its impact on productivity.
Tune in to explore valuable strategies and actionable insights that can help marketing agency owners thrive and grow their businesses.
Key Bytes
• Chris DuBois transitioned from military service to agency leadership.
• The Dynamic Agency OS framework focuses on operators, offers, and operations.
• Agencies often struggle with client requests outside their expertise.
• Leadership in agencies is about maintaining a strong culture and standard.
• Hiring the right people is crucial for delivering quality work.
• Understanding client needs requires digging deeper into their problems.
• Quarterly strategies help keep clients focused and accountable.
• Soft skills can be broken down into quantifiable hard skills for training.
• Delegation is key for agency owners to focus on growth.
• Networking with other experts can provide valuable insights and solutions.
Chapters
00:00 Introduction to Agency Bites and Chris DuBois
06:32 The Dynamic Agency OS: A Framework for Success
12:51 Navigating Client Requests and Agency Expertise
23:39 Personal Insights and Recommendations from Chris DuBois
Chris DuBois helps marketing agencies build a solid go-to-market foundation while avoiding common roadblocks by aligning business design with personal goals through the Dynamic Agency OS. A former head of operations and non-founder CEO at an agency, he is an INC 5000 honoree and 2 Comma Club awardee.
Contact Chris:
Ep 093 – Jonathan Stark, Ditcherville – Ditching Hourly
In Episode 093 of Agency Bytes, I sat down with Jonathan Stark — a former software developer turned pricing consultant — to dig into a topic that trips up so many agencies: hourly billing vs. value-based pricing.
Jonathan shared how he made the shift from trading time for money to focusing on the value his work delivers. What started as a few talks with agencies grew into a full-blown movement — writing books, delivering content, and building a thriving community of creative professionals ditching the hourly model.
We talked about why hourly billing holds agencies back, the importance of deeply understanding client needs, and how to craft pricing options that reflect the true value you provide. Jonathan’s insights on uncovering client motivations and taking a more strategic approach to pricing will help you build stronger client relationships and increase profitability.
If you’re tired of being stuck in the “billable hour” mindset, this episode is packed with actionable advice you won’t want to miss.
Key Bytes
• Hourly billing limits income potential.
• Understanding client outcomes is crucial for pricing.
• Scope should be defined after understanding client needs.
• Value-based pricing can lead to higher profits.
• Creating multiple pricing options can attract clients.
• Time tracking is unnecessary in a value-based model.
• Client motivations should drive the sales conversation.
• Different levels of engagement affect pricing strategies.
• Value pricing enhances client relationships.
• Being unique in your offering is essential for success.
Chapters
00:00 Introduction to Ditching Hourly Billing
06:01 Understanding Client Needs and Outcomes
11:45 Creating Pricing Options for Clients
17:47 Uncovering Client Motivations
23:54 The Home Run of Value Pricing
Jonathan Stark is a former software developer who is on a mission to rid the world of hourly billing. He is the author of Hourly Billing Is Nuts, the host of Ditching Hourly, and writes a daily newsletter on pricing for independent professionals.
Ep 087 – Peter Kang, Barrel Holdings – Building an Agency Portfolio
Ep 087 – Peter Kang, Barrel Holdings – Building an Agency Portfolio
In Episode 087 of Agency Bytes, I had an inspiring conversation with Peter Kang, co-founder and chairman of Barrel Holdings. Peter shared his journey of building Barrel, a standout eCommerce agency specializing in Shopify, and how his vision evolved into creating multiple specialized agencies under the Barrel Holdings umbrella.
We dove into the challenges and rewards of growing an agency, the strategic decisions that shaped his path, and what it’s like to step back from daily operations to focus on the bigger picture. Peter is passionate about investing in the right people and systems to build an ecosystem of agency services that truly thrives and writes about it weekly in his newsletter.
He also opened up about the importance of transparency in communication, their bold Omakase experiment in funnel building, and launching Agency Habits, a resource-packed platform for agency operators. Throughout our chat, Peter emphasized the power of relationships in business and the fulfillment that comes from pursuing work you’re truly passionate about.
This episode is packed with actionable insights and inspiration—don’t miss it!
Key Takeaways
• Peter Kang co-founded Barrel in 2006 with a focus on digital transformation.
• The agency evolved to specialize in e-commerce, particularly Shopify.
• Barrel Holdings was created to manage multiple agencies under one umbrella.
• Transparency in communication has been a core value for Peter and his team.
• The Omakase experiment allowed clients to receive branding for free, building a portfolio.
• Separate agencies allow for tailored staffing and focused strategies.
• Agency Habits aims to share resources and insights among agency operators.
• Building relationships is crucial for long-term success in business.
• The importance of passion-driven work over purely strategic planning.
• Peter emphasizes the need for a succession plan in agency leadership.
Chapters
00:00 Introduction to Agency Bites and Peter Kang
05:10 Focusing on E-commerce and Shopify
10:16 The Strategy Behind Separate Agencies
14:35 The Importance of Transparency in Communication
16:20 The Omakase Experiment: A Bold Approach
23:01 Building a Diverse Agency Portfolio
24:56 Launching Agency Habits: A New Venture
28:41 Rapid Fire Questions and Personal Insights
Peter Kang is co-founder and Chairman of Barrel Holdings, a portfolio of digital agency businesses that includes Barrel, a leading Shopify agency, and BX Studio, a leading Webflow agency. Peter enjoys working closely with agency leaders both in and outside of Barrel Holdings, being a sounding board and sharing lessons learned from years of operating agency businesses.
Contact Peter:
Ep 086 – Christian Banach – Growth with Newsletters
In Episode 086 of Agency Bytes, I sit down with Christian Banach, a business development expert with a fascinating backstory—from concert promotions to helping agencies land big-ticket clients. Christian’s journey is packed with lessons for anyone looking to level up their business development game.
We dive into the power of relationship marketing, the magic of positioning and specialization, and how agencies can stand out in a crowded marketplace. Christian shares actionable strategies for building and nurturing an email list and why thought leadership (like newsletters!) is key to staying top of mind with prospects.
We also chat about creating consistent, meaningful content and using LinkedIn to boost visibility and credibility. If you’re wondering how to turn casual readers into real connections, this episode is a goldmine.
It’s a must-listen for agency owners ready to take their business development to the next level!
Key Takeaways
• Christian Banach started his entrepreneurial journey in high school.
• The 2008 recession prompted Christian to pivot to business development.
• Agencies often struggle with lead generation due to lack of specialization.
• Positioning and messaging are crucial before seeking leads.
• Thought leadership can significantly enhance agency visibility.
• Email newsletters should focus on providing value, not self-promotion.
• Building a targeted email list is essential for effective outreach.
• Consistency in sending newsletters is key to staying top of mind.
• Agencies can repurpose existing content for newsletters.
• Engagement analytics can guide proactive outreach to prospects.
Chapters
00:00 The Journey of Christian Banach
02:49 Navigating Business Development Challenges
05:56 The Importance of Positioning and Specialization
09:05 Thought Leadership and Email Newsletters
12:01 Building and Engaging Your Email List
15:07 Content Strategy for Effective Newsletters
17:57 Leveraging LinkedIn for Thought Leadership
20:51 Transitioning from Readership to Engagement
24:09 Final Thoughts on Newsletter Success
Christian Banach is a seasoned business development expert who began his entrepreneurial journey in high school by running a successful concert promotions business. He's worked with big names like Lady Gaga and Pitbull and led marketing activations for brands like Disney and Toyota. After navigating the challenges of the 2008 recession, Christian pivoted to business development, helping agencies generate millions in revenue with clients like Kohl's and Constellation Brands. Now, he's on a mission to help agencies and consultancies land 6 and 7-figure opportunities predictably. Welcome to the show, Christian!
Contact Christian:
Ep 085 – Dia Bondi – How to Ask for More
In Episode 085 of Agency Bytes, I had the privilege of sitting down with Dia Bondi, a communications expert and author of Ask Like an Auctioneer. Dia shares her fascinating journey from the world of auctioneering to becoming a sought-after communication coach.
We dive deep into the art of asking effectively in high-stakes situations, exploring how to embrace rejection, craft impactful asks, and understand the value behind what you're offering. Dia introduces her powerful framework for building and delivering asks with confidence and clarity.
This episode is packed with insights on training your mindset to recognize what you truly want, articulate it boldly, and go after it fearlessly. Dia inspires us to make our dreams known and actively chase our goals with intention and determination.
If you’ve ever struggled with asking for what you deserve, this conversation is one you don’t want to miss!
Key Takeaways
• Asking like an auctioneer involves maximizing potential asks.
• Rejection should be seen as a sign of success, not failure.
• Design your asks based on what you truly want, not what you think you can get.
• Understanding the perceived value is crucial in negotiations.
• The offer inside the ask should benefit both parties involved.
• Mindset plays a significant role in how we approach asking for what we want.
• It's important to communicate your dreams to those around you.
• Asking for more can lead to greater outcomes than anticipated.
• The process of auctioneering provides valuable insights into effective communication.
• Honesty and generosity should guide your asks, not manipulation.
Chapters
00:00 Introduction to Asking Like an Auctioneer
05:16 The Connection Between Asking and Auctioneering
10:28 Mindset: Embracing Rejection
15:30 Designing Your Ask
20:57 The Offer Inside the Ask
27:03 Final Thoughts and Rapid Fire Questions
Dia Bondi is a Communications Catalyst, Speaker and Author of Ask Like an Auctioneer: How to Ask for More and Get It. She coaches VC-backed founders, executives, and ambitious professionals to speak powerfully when the stakes are high. She helped Rio de Janeiro win the right to host the 2016 Summer Olympics and has helped countless leaders secure hundreds of millions in decisions and resources. A hobbyist fundraising auctioneer, Dia’s TEDx Talk was selected as a TED Editors’ Pick, showcasing how to make the kinds of asks that can change everything.
Ep 084 - Jacquelyn Laufer & David Yassky, Driver Digital – Fashionable Agency Culture
In this episode of Agency Bites, I had the pleasure of sitting down with David Yasky and Jacqueline Laufer, the dynamic duo behind Driver Digital. Let me tell you, their story of building a thriving agency in the fashion and e-commerce space is nothing short of inspiring!
We dove deep into the secret sauce of their partnership, and it's all about knowing your strengths and playing to them. David and Jacqueline shared some golden nuggets on how they've defined their roles and fostered a culture that keeps their team excited to come to work every day. They've cracked the code on maintaining joy in the workplace!
We also got into the nitty-gritty of building those long-lasting client relationships that are the lifeblood of any agency. And if you're looking to level up your leadership game, you won't want to miss their thoughts on effective leadership and the power of mentorship.
If you're ready for a dose of inspiration, practical wisdom, and maybe a laugh or two, tune in to this episode. Trust me, you won't regret it!
Key Takeaways
• Both David and Jacqueline ran their own agencies before partnering.
• Driver Digital specializes in fashion, beauty, and e-commerce.
• Defining roles in a partnership is crucial for efficiency.
• Fostering a positive culture is essential for team morale.
• Maintaining joy in the workplace enhances productivity.
• Building lasting relationships with clients leads to success.
• Effective leadership involves immediate feedback and open communication.
• Mentorship plays a vital role in personal and professional growth.
• Success is attributed to strong relationships and quality work.
• Saying no to projects that aren't a good fit is empowering.
Chapters
00:00 Introduction to Driver Digital
01:01 The Journey to Partnership
02:58 Niche Focus in Fashion and E-commerce
06:16 Defining Roles in the Agency
10:26 Fostering a Positive Agency Culture
15:41 Maintaining Joy in the Workplace
19:31 Building Lasting Client Relationships
22:01 Leadership Styles and Team Management
25:04 The Importance of Mentorship
29:03 Success Through Relationships
33:02 Rapid Fire Questions and Key Takeaways
David Yassky is a creative leader and brand developer with over eighteen years of dynamic experience combining the worlds of editorial, fashion, retail and ecommerce. His editorial roots, entrepreneurial acumen, and strong industry relationships make him a unique asset that artfully straddles the creative and business worlds. David began his career as a Fashion Editor at Women’s Wear Daily and W Magazine before going on to consult for a variety of iconic brands including Tory Burch, Anthropologie, and Gap. David was the co-founder and President of The Aisle New York, a progressive digital startup in the bridal ecommerce space, and later he served as Fashion and Editorial Director of the large American ecommerce site, IDEELI. He is the founder and creative director of Driver Creative & Driver Digital – helping transform iconic brands including Anne Klein, Bergdorf Goodman and Joseph Abboud.
Jacquelyn Laufer, is an E-Commerce, Digital Marketing, Solutions and Project Management consultant with over 14 years experience specializing in the luxury fashion, beauty and travel industries. Having launched Henri Bendel’s first ecommerce website, Bond No. 9’s second, built online experiences with Estee Lauder Companies, Coty, Edit New York and Blissworld, Jacquelyn is known for helping companies scale their business. Most notably, Jacquelyn founded e-commerce consulting and project management firm Rebuild Girl, which led the re-platforms for brands such as L’Objet, Anne Klein, Joseph Abboud, Creed Boutique, Hanky Panky and more. Jacquelyn enjoys building consensus, effectively motivating and helping teams hit their mark, defining digital solutions and integrations to help brands grow and most importantly hanging out with her husband and rescue dog.
Contact Jacquelyn and David:
Ep 083 – Jody Sutter, The Sutter Company – Build, Win, Scale
In Episode 083, I had the pleasure of chatting with Jody Sutter, owner of Sutter Company, about her journey in business development and our shared mission of supporting small marketing agencies with their sales and marketing efforts. Jody introduces her Build Win Scale System—a practical, step-by-step approach to help agencies identify their ideal clients, improve messaging, and strengthen their teams for business growth.
Throughout our conversation, Jody shares why it's crucial for agencies to focus on sales and marketing fundamentals, like pinpointing the right clients and solving their unique challenges. We also explore how to tackle seasonality in the agency world and the power of prioritizing one thing at a time for sustainable success. Don’t miss this insightful episode!
Key Takeaways
Focus on the basics of sales and marketing, such as identifying your ideal client and solving their problems.
Prioritize and focus on one thing at a time to make progress.
Use the dips in business to work on strategic projects and improve your agency.
Consider integrating AI tools to streamline processes and improve efficiency.
Reflect on the value you provide to your clients and turn it into a compelling message.
Chapters
00:00 Introduction and Background
06:32 The BuildWin Scale System
12:58 Challenges and Pitfalls in Agency Business Development
17:41 Managing Seasonality in the Agency Business
20:12 Prioritization and Focus
25:15 Integrating AI in Agency Operations
31:05 Turning Value into a Compelling Message
32:40 Closing Remarks
Jody is the owner of The Sutter Company, a business development coaching and advisory firm,
and the inventor of the BUILD WIN SCALETM system, a step-by-step process designed to help
leaders of small marketing agencies identify and activate their natural talents for sales and
marketing, leading to a sustainable approach to winning new business.
Ep 082 – Chris Martinez, Bloom Partners – Operational Underdogs
In episode 082, I sit down with Chris Martinez, CEO and founder of Bloom Partners, who shares his journey from building a successful marketing agency to transitioning into management consulting. Chris dives into the importance of data-driven strategies and setting clear KPIs for each department, emphasizing how these metrics fuel growth. We discuss the impact of AI on the industry, and Chris encourages agency owners to embrace the new possibilities it brings. He also talks about the critical role of personal fulfillment in business success—how finding joy in all areas of life directly boosts both individual and company performance.
Key Takeaways
• Set clear KPIs for each department in your agency and track them using simple tools like Google Sheets.
• Embrace AI and leverage its capabilities to improve efficiency and productivity in your agency.
• Focus on personal fulfillment in physical health, mental health, relationships, and business to achieve overall success.
• The business is a reflection of you, so ensure that other areas of your life are in balance for optimal performance.
Chapters
00:00 Introduction and Background
03:08 Building a Marketing Agency and Transitioning to Management Consulting
05:54 Data-Driven Strategies and Clear KPIs
09:00 Embracing AI in the Agency Industry
12:56 The Importance of Personal Fulfillment in Business
Chris Martinez, CEO and Founder of BLOOMAgency.io, has turned his passion for helping underdogs into a thriving business, growing his company from zero to millions in revenue. Recognized with a 2021 Stevie Award for Minority-Owned Business of the Year, Chris also hosts the popular podcast Operation Agency Freedom. He is the author of four books, including the Amazon Bestseller It’s Not JUST A Website, and his latest release, Facts Not Feelings, offers insights on scaling a marketing agency with data-driven strategies.
Contact Chris:
