In episode 127, I talk with Kelly Schuknecht, founder of Two Mile High Marketing and host of the Beyond the Best Seller podcast. Kelly shares her journey from being laid off to launching her agency, how she quickly built a team, and why she’s focused on helping agency owners and CEOs grow through thought leadership platforms. We dig into what I call The Agency Owner’s Visibility Plan—a repeatable system of podcasts, stages, and LinkedIn that helps agencies build authority, stay top-of-mind, and consistently attract clients.

Key Bytes

• The Agency Owner’s Visibility Plan comes down to visibility, credibility, and consistency.

• Trusting yourself to leap without a safety net accelerates growth.

• Niching disqualifies the wrong buyers while pulling in the right ones.

• Visibility means showing up where your audience already is.

• Credibility is built in a snap judgment—package your proof.

• Consistency matters more than volume—set a realistic cadence.

• Every podcast interview can fuel a month’s worth of content.

• Delegating early unlocks owner time for actual growth work.

• In-person events still beat virtual for relationship building.

Chapters

00:00 Introducing Kelly and the story behind “Two Mile High”

03:30 From acquisition layoff to launching an agency

06:45 Why she pivoted away from “fractional CMO”

09:55 The challenge and power of niching down

13:50 Hiring early and delegating with trust

16:20 The Visibility–Credibility–Consistency framework

19:55 A realistic cadence for LinkedIn, podcasts, and speaking

24:10 In-person vs. virtual events and AI’s limitations

26:45 Rapid Fire: superpowers, lessons learned, and marketing myths

Kelly Schuknecht is the founder of Two Mile High Marketing, where she partners with agency owners and business leaders to build powerful thought leadership platforms. With over 15 years of marketing experience and a track record of elevating brands from behind the scenes, Kelly now helps experts step into the spotlight through strategic content, visibility tactics, and authentic personal branding. She’s the host of Beyond the Bestseller, a podcast featuring women who use their stories to lead.

www.twomilehighmarketing.com

www.kellyschuknecht.com

https://www.linkedin.com/in/kellyschuknecht/

In episode 126, I sit down with Meeky Hwang, CEO and partner at Endeavor, a WordPress development agency powering digital platforms for major media and enterprise brands like Bloomberg, Forbes, and Sony. With over two decades of experience in development and DevOps, Meeky has built Endeavor into a trusted name in the WordPress ecosystem while also paving the way as a female leader in tech.

We talk about her accidental journey into agency ownership, what it’s like leading in an industry where women are still underrepresented, and how Endeavor built its three-pillar framework for resilient platforms. Meeky shares candid insights on navigating partnerships, the challenges of “over-engineering” with headless CMS, and the importance of masterminds and community for entrepreneurs.

Key Bytes

• Meeky shares how an “accidental” freelance project led to a decade-long partnership and agency.

• She discusses the importance of having clear role delineation with her co-founder to avoid missteps.

• Endeavor’s three-pillar framework (audience experience, editorial experience, developer experience) keeps their platforms resilient.

• She explains why many publishers are moving away from over-engineered headless CMS solutions back to WordPress.

• As a female leader in tech, she reflects on mentorship, representation, and inspiring others by simply “being the first.”

• She stresses the value of mastermind groups for growth and support, something she wishes she’d pursued earlier.

• Endeavor is exploring AI to streamline workflows and even testing new content tools for clients.

• Her advice for organizations: implement proper version control and CI/CD to avoid preventable tech mistakes.

Chapters

00:00 Welcome and introduction to Meeky Hwang

03:00 Becoming an “accidental” agency founder

07:00 Women in tech and leadership representation

11:00 Why Endeavor niched into WordPress and media

12:30 The three-pillar framework for resilient platforms

15:00 Headless CMS pitfalls and returning to WordPress

18:00 Navigating co-founder roles and partnerships

23:00 AI, internal tools, and what’s next for Endeavor

25:00 The power of masterminds for entrepreneurs

27:00 Rapid fire: karaoke, hobbies, and tech stack fixes

Meeky Hwang is the CEO & Partner at Ndevr, a WordPress development agency trusted by leading digital media and enterprise companies. With 20+ years of experience in web development, open-source technology, and DevOps, she specializes in optimizing complex digital ecosystems, streamlining editorial workflows, and aligning technology with business goals.

Meeky has helped major brands like PMC, Hearst, Bloomberg, Forbes, and Sony build scalable, high-performing digital platforms. A champion for women in tech, she is passionate about fostering opportunities for the next generation of leaders.

Contact Meeky on their website: ndevr.io

In episode 125, I sit down with Dolores Hirschmann, investor, strategist, and founder of Masters in Clarity. Dolores has built, scaled, and sold businesses—including one to Pete Vargas and Grant Cardone after growing it to eight figures. A former TEDx organizer, she now helps service professionals and thought leaders clarify their message, craft high-converting signature talks, and get booked on stages that drive real business results. We explore her journey from early internet marketing in Argentina to launching an outbound speaker agency, and she shares her framework for creating talks that convert, practical tips for pitching event organizers, and why thought leadership is still one of the most powerful growth levers for agencies.

Key Bytes

• Thought leadership isn’t about celebrity—it’s about clarity and consistency

• A great talk is less about what you say and more about what your audience walks away with

• Don’t pitch event organizers with long bios—open the door with a simple yes/no question

• The best call-to-action from stage isn’t a free consultation, it’s a free resource tied to your talk

• A signature talk framework can be applied to any presentation—keynote, workshop, or boardroom update

• Speaking is one of the most scalable ways to build trust, demonstrate expertise, and generate new business

Chapters

00:00 Welcome and introduction to Dolores Hirschmann

01:18 Early internet marketing and human-to-human relationships

04:58 Moving to the U.S. and pioneering online learning platforms

06:26 From serial entrepreneur to coach and strategist

08:19 Organizing TEDx and developing the signature talk framework

11:26 Building and scaling a speaker agency to $20M+

14:29 Why agencies need to lean into speaking and thought leadership

15:44 Practical steps to land more speaking opportunities

20:07 The seven steps of a high-converting talk

23:24 How to craft calls-to-action that drive leads from stage

25:23 Using QR codes and free resources to capture audience interest

26:25 Masters in Clarity workshops and software for speakers

27:02 Rapid fire: tap dancing, gut instincts, and buying businesses

Dolores Hirschmann is an investor, strategist, speaker, and founder of Masters in Clarity, a strategy and business coaching firm. She helps service professionals grow their businesses and establish thought leadership. A former TEDx organizer, she specializes in positioning experts, authors, consultants, and coaches for success.

Dolores recently sold a company to Pete Vargas and Grant Cardone, supporting its growth to multiple 8 figures in four years. She built a software platform to help speakers get placed on stages and advises businesses on preparing for profitable exits. Masters in Clarity provides fractional Chief Marketing Officer (CMO) services to help companies design and execute marketing initiatives and set up automated marketing systems. As an investor, Dolores acquires and scales small businesses, ensuring their legacy and long-term success.

www.mastersinclarity.com

In episode 124, I sit down with Joe Rojas, founder of Start Grow Manage and author of How Entrepreneurs Thrive. Joe has built and sold multiple MSPs, each time leveraging the power of deep niching to accelerate growth. We talk about the pivotal inflection points in a business’s lifecycle, why niching works across any industry, and how systems and values create businesses that can run—and grow—without the owner. Joe shares his framework for moving from “job” to “business,” the core values that drive his work, and how agencies can increase profitability by solving real business problems for clients. We also discuss the parallels between MSPs and agencies when it comes to client retention, lifetime value, and building a life you actually want to live.

Key Bytes

• Niching accelerates growth because it clarifies your offer and your audience

• The difference between a lifestyle job and a lifestyle business is scale and delegation

• Core values must be discovered, not invented—and hiring should be based on them

• Profitability can start with your existing clients, not just new ones

• Long-term success comes from solving clients’ business problems, not just delivering services

Chapters

00:00 Welcome and guest intro

01:06 Joe’s journey from the Army to building and selling MSPs

03:18 Understanding the “Start, Grow, Manage” stages

05:03 Why Joe wrote How Entrepreneurs Thrive

06:33 The $1M inflection point and profitability mindset

08:16 Helping clients reclaim their time and freedom

12:20 Building core values that drive the business

16:46 Hiring for abundance mindset and cultural fit

21:07 How Joe’s book applies to agencies today

24:07 Why technology changes but strategy doesn’t

26:08 Expanding accounts by solving deeper problems

28:37 Mapping the client journey for better results

30:21 Rapid fire questions and closing thoughts

Joe is the Founder at Start Grow Manage, based in New York, and author of How Entrepreneurs Thrive. He empowers Managed Service Providers and entrepreneurs to overcome the challenges of business formation to create profitable, growing businesses. As a serial entrepreneur himself, he has faced the challenge of making new and growing businesses work. His career started in the military, where he became an expert in information technology, eventually forming his own managed services company. Through that experience, he discovered the formula for businesses and learned that entrepreneurs are good at what they do but struggle to build a business.

https://startgrowmanage.com

In episode 123, I sit down with Jenny Plant, founder of Account Management Skills, to talk about why strong account management is the secret weapon for agency growth. Drawing on over 25 years of experience on both the agency and client side, Jenny shares how she helps account managers develop the skills, confidence, and mindset to grow accounts without feeling “salesy.” We discuss the challenges of hybrid AM/PM roles, how to spot rising account management stars, and why curiosity and relationship skills often outweigh industry knowledge. Jenny also dives into her “Four P’s” of AI for account managers—Productivity, Personalization, Prescribe, and Predict—showing how technology can boost proactivity and client value. We wrap with insights on setting growth targets, charging for account management, and building a culture that celebrates account wins as much as new business.

Key Bytes

• Account growth starts with training AMs to be proactive, not just reactive service providers

• Hybrid AM/PM roles often fail to drive growth because delivery takes priority over development

• Curiosity and relationship skills can be more valuable than industry expertise

• AI can help AMs be more productive, personalize interactions, prescribe solutions, and predict client needs

• Co-creating growth targets with AMs boosts buy-in and accuracy

• Celebrating account growth fosters a culture where client retention and expansion matter as much as net new business

Chapters

00:00 Introduction to Jenny Plant & Account Management Skills

02:20 Why sales training is vital for account managers

04:16 The challenge of hybrid AM/PM roles in driving growth

08:58 Traits of successful account managers

11:32 Hiring AMs from outside the agency world

13:14 Jenny’s Four P’s of AI for account managers

18:19 Proactivity and presenting ideas to clients

20:38 Co-creating account growth targets

22:55 Charging for account management services

24:36 How many accounts can one AM manage effectively?

28:15 Creating a culture that celebrates account growth

Jenny Plant is the founder of Account Management Skills a training company helping agency account managers retain client relationships and grow accounts.

Jenny has over 25 years in agency account management and has also worked client-side in marketing for an international airline and pharmaceutical company.

Her account management training programmes blend proven client growth methodologies with the integration of AI tools, helping agencies stay relevant, efficient, and proactive.

She also hosts the Creative Agency Account Manager Podcast, where she shares insights and interviews to elevate the agency-client relationship management standards across the industry.

https://accountmanagementskills.com/

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:

Www.jamiebrindle.io

@thejamiebrindle on all socials

In episode 116, I sit down with Clara Stedman and Ben Engvall, founding partners of Palmer Advisors, a boutique M&A firm focused on marketing, media, and tech agencies in the lower to middle market. Clara and Ben break down what agency owners need to understand about selling their business, navigating deal structures, and preparing for acquisition—even if an exit isn’t on the immediate horizon.

We talk about why Palmer was founded, the major shifts in deal terms over the last few years, and why so many agency founders are choosing to stay on post-acquisition. They also share candid insights into common red flags that signal an agency isn’t ready to sell—and what to do about it. We dive into how niching (especially by industry) impacts valuation, what kinds of agencies are in high demand, and how AI and proprietary tools may influence future multiples.

Whether you’re dreaming of an exit, fielding buyer interest, or just want to understand how your agency is valued, this episode pulls back the curtain on the M&A process and what today’s buyers really want.

Key Bytes

• Palmer Advisors focuses on M&A for service-based businesses.

• The agency market is evolving with new deal structures.

• Cultural fit is crucial in agency acquisitions.

• Founders should not exit at their peak performance.

• Timing is key when going to market for an exit.

• Having a strong leadership team is essential for agency sales.

• Niche agencies are more attractive to buyers.

• Understanding EBITDA is vital for agency owners.

• Deal structures can be creative and flexible.

• The future of M&A looks promising with technology advancements.

Chapters

00:00 Introduction to Agency Bites

01:47 The Formation of Palmer Advisors

03:35 Reflections on the First Year

05:32 Understanding Agency M&A Dynamics

09:23 Identifying Readiness for Exit

13:28 The Importance of Owner Involvement

16:02 The Value of Niching in M&A

19:09 Demystifying M&A Terminology

23:19 Future Trends in M&A

25:11 The Role of IP and Technology in Valuation

28:34 Rapid Fire Questions and Closing Thoughts

Clara Stedman and Ben Engvall are the founding partners of Palmer Advisors, a boutique M&A advisory firm built specifically for founders of service-based businesses. With a focus on marketing, media, and tech agencies in the lower to middle market (typically $1–10M in EBITDA), Clara and Ben bring a modern, founder-first approach to buying, selling, and valuing businesses. They’ve quickly built a reputation for their strategic deal-making, brutally honest readiness assessments, and commitment to crafting win-win outcomes that align both financial and cultural goals. Clara leads as CEO, bringing a background in corporate retail and fitness, while Ben heads up M&A with a traditional finance foundation. Together, they’re reshaping what agency exits can—and should—look like.

Contact Palmer Advisors: 

http://palmeradvisors.com

https://www.linkedin.com/in/clara-stedman-palmer-advisors/

https://www.linkedin.com/in/ben-engvall-palmer-advisors/

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.

jasonhennessey.com

hennessey.com

https://www.instagram.com/jasonhennessey/?hl=en

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:

https://rise25.com/

https://www.inspiredinsider.com/

https://www.linkedin.com/in/drweisz/

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:

www.smallagencygrowth.com

linkedin.com/in/chipgriffin

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:

DynamicAgencyOS.com

linkedin.com/in/christopherrdubois

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.

https://jonathanstark.com/

In episode 091 of Agency Bytes, I had the pleasure of chatting with Brad Harris from Anchor Advisors about one of the biggest challenges agency owners face — scaling their businesses. Together, we dig through some of the must-have habits that a CEO needs to find their version of success.

We dove into the mindset shifts that are crucial for growth, the tricky transition from being a consultant to stepping into a true coaching role, and why trust is absolutely essential when it comes to delegation.

Brad shared some incredible insights on how agency owners can break through that million-dollar revenue barrier, find real satisfaction in leadership, and avoid the endless cycle of overwork that so many of us fall into.

We also talked about building a healthy work culture and how shifting your perspective can make all the difference in solving problems.

And of course, we wrapped things up with some rapid-fire questions to get a few personal insights from Brad — always a fun way to end the conversation!

It’s a great episode packed with value, and I can’t wait for you to listen.

Key Bytes

• Success is driven less by what you do than who you decide to be.

• The biggest hurdle to growth is often internal.

• Transitioning from doing to orchestrating is crucial for agency growth.

• Micromanaging can lead to decreased performance in teams.

• Finding satisfaction in seeing others succeed is key.

• Overworking does not equate to better results.

• Taking breaks can simplify overwhelming problems.

• A healthy work culture is essential for team morale.

• Trusting your team is vital for effective delegation.

• It's important to recognize that not everything is as critical as it seems.

Chapters

00:00 Introduction to Agency Growth Challenges

03:02 Mindset Shift: From Consulting to Coaching

05:50 Overcoming the Million-Dollar Barrier

08:58 The Importance of Trust in Delegation

12:07 Finding Satisfaction Beyond the Craft

15:07 Breaking the Cycle of Overwork

18:01 The Power of Perspective in Problem Solving

20:58 Creating a Healthy Work Culture

23:51 Rapid Fire Questions and Closing Thoughts

Brad Harris from Anchor Advisors is known for helping agency and expert firm owners grow through the $1M—2M barrier to become thriving $3M —$5M agencies.

For over twenty years, Brad has worked alongside agency owners to help them sharpen their focus, raise their prices, and hire better people so that their firms can scale.

In his work with hundreds of agency owners, he’s learned that success is driven less by what you do than who you decide to be, and the biggest hurdle to your agency’s growth is between your ears.

Contact Brad:

https://anchoradvisors.com/self-leadership-assessment/

http://www.anchoradvisors.com/growth-phase

In this episode of Agency Bites, I'm thrilled to chat with John Tsourakis, the owner and president of Oyova, a dynamic national marketing and web development agency. Jon has an inspiring story about his journey into the agency world, and I can't wait for you to hear how Oyova has evolved over the years and the lessons Jon has learned along the way.

We dive into the challenges that agencies face in today’s ever-changing market and discuss the critical role of niche marketing and how personalized service can help retain clients. Jon shares his valuable insights on adapting to market conditions and his exciting plans for future growth, including potential acquisitions.

To wrap things up, we have some fun with rapid-fire questions that reveal personal insights and practical business advice. Join us for what promises to be an engaging and informative conversation!

Key Bytes

• Jon's journey into the agency space began after leaving a family business.

• The merger of Oyova in 2019 led to rapid growth initially.

• The agency faced challenges due to economic downturns and client pullbacks.

• Niche marketing is crucial for agency success in a competitive landscape.

• Client retention is achieved through personalized, white glove service.

• The agency offers a digital marketing suite and web development services.

• Future growth strategies include focusing on specialization and potential acquisitions.

• Maintaining a healthy billing rate is essential for agency profitability.

• The agency space is evolving, and adaptation is key to survival.

• It's important to push oneself beyond perceived limits to achieve success.

Chapters

00:00 Introduction to Agency Bites and Guest Background

02:30 The Evolution of Oyova and Market Challenges

06:53 Niche Marketing: The Key to Agency Success

11:14 Client Retention and White Glove Service

14:55 Service Offerings: Digital Marketing and Web Development

21:02 Future Outlook: Adaptation and Growth Strategies

27:38Rapid Fire Questions and Closing Thoughts

In episode 089 of Agency Bites, I had the pleasure of sitting down with Dan Englander, CEO of Sales Schema. We dove into the world of strategic sales planning for marketing agencies and unpacked some of the biggest challenges agency owners face—things like relying too much on referrals, struggling with time, and not having a clear idea of their target market.  

Dan breaks down why building trust and leveraging connections is so critical for effective outreach, and we talk about where automation fits (and doesn’t fit) into the sales process. He also explains why it’s so important to create a solid sales system before you start hiring salespeople, and how understanding sales cycles can help set better expectations.  

We also touch on hiring the right salesperson and why the human element in sales can’t be overlooked. And of course, we wrap up with some fun rapid-fire questions that give us a glimpse into Dan’s personal and professional side. 

If you’re an agency owner looking to make your sales process smoother, more human, and more effective—this one’s for you!

Key Bytes

• Many agencies rely too much on referrals for growth.

• Lack of time and clarity are major stumbling blocks for agency owners.

• Outbound sales should start as a clarity-building exercise.

• Agencies should define their target markets and specialize.

• Building trust is crucial in a competitive landscape.

• Leveraging connections can enhance outreach effectiveness.

• Automation in sales processes is essential but quality matters.

• Most agency clients have owner-led sales teams.

• It's important to build a sales system before hiring a salesperson.

• Understanding sales cycles is key to setting expectations.

Chapters

00:00 Introduction to Agency Growth Strategies

01:50 The Importance of Strategic Sales Planning

04:41 Overcoming Common Agency Growth Challenges

09:10 Building Trust in a Competitive Landscape

12:52 Leveraging Connections for Effective Outreach

15:24 The Role of Automation in Sales Processes

18:46 Creating a Sales System Before Hiring

21:55 Understanding Sales Cycles and Expectations

26:51 The Human Element in Sales

Dan Englander is the CEO and Founder of Sales Schema, a fractional new business team for marketing agencies, and he hosts The Digital Agency Growth Podcast.  Previously Dan was the first employee head of new business at IdeaRocket, and before that, Account Coordinator at DXagency.  He's also the author of Relationship Sales at Scale: How to Find Your Virtual Tribe and Reliably Grow Your Professional Service Business, Mastering Account Management and The B2B Sales Blueprint.  In his spare time, he enjoys developing new aches and pains via Brazilian Jiu-Jitsu and spending time with his wife Sarah and their son Adrian in NYC.

Contact Dan:

www.salesschema.com

https://www.linkedin.com/in/danenglander/

https://www.linkedin.com/company/sales-schema/?viewAsMember=true

https://www.facebook.com/salesschema

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:

barrel-holdings.com

peterkang.com

agencyhabits.com

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:

christianbanach.com

https://www.linkedin.com/in/christianbanach

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.

https://www.diabondi.com/bytesized

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:

https://driver-digital.com

https://instagram.com/driveragencies

https://www.linkedin.com/company/driver-digitalagency/

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 SCALE^TM 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. 

www.thesuttercompany.com