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.
Easily find the episode you’re looking for with the Podcast Search feature - type in a guest name, topic, or episode number and voila!
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Ep 163 – James Kwon, Figmints – Boats, Not Moats - How AI Is Forcing Agencies to Build Products
James Kwon built Figmints into a fifteen-year, twenty-person agency by treating it as both a services shop and a product lab, and one of those internal products just sold for almost nine figures. In this episode, he opens up about the acquisition that shaped his approach to M&A, the AI-driven shift from moats to boats, and the day he had three hundred dollars left in the bank account. He also breaks down Slices, his own pay-for-performance model that turned a fifty-thousand-dollar hire into someone earning six figures. It's a conversation about building an agency that can grow, sell, or just work better for the people inside it.
Ep. 151 – How Mark Homer Buys & Sells Agencies Without a Pile of Cash
In episode 151, I sit down with Mark Homer of Grandin Holdings to demystify M&A for agency owners. We bust the myth that you need a pile of cash to buy an agency, dig into why your network is your best source of deals, and talk through what actually makes a business sellable — and worth keeping. If you've ever assumed M&A wasn't for you, this one will change your mind.
How Steve Guberman Built, Sold, and Reinvented His Agency — Season 4 Kickoff
In episode 150, I flipped the mic. To kick off Season 4, I handed the host chair to my friend Todd Giannattasio of Tresnic Media — a returning guest from episode 10, and the guy who helped me name Agency Outsight in the first place.
This one's more personal than most. Todd walks me through my journey from screw-off art kid to graphic designer to accidental agency owner, the acquisition that should have been the first of many, selling my agency, and the grief that ultimately reshaped how I think about purpose, work, and what a business is really for. We get into the asset mindset, programmatic M&A as a growth lever, why most founders pay themselves last (and shouldn't), and the copycat goals that keep agency owners chasing someone else's dream.
If you've ever wondered what's actually on the other side of an exit — or whether you're building a business or just a really demanding job — this is the conversation.
Key Bytes
• Most agency founders accidentally build a job, not an asset — and the difference shows up the day you try to sell.
• Programmatic M&A unlocks exponential growth that organic effort simply can't match.
• Buying talent is faster, safer, and more predictable than hiring it.
• You don't need a truckload of cash to acquire — SBA loans, earnouts, and seller financing make deals possible at almost any size.
• Paying yourself last isn't noble — it's a habit that quietly devalues the business you built.
• Copycat revenue goals pull founders into chasing numbers that mean nothing to their actual life.
• Grief, burnout, and life events have a way of forcing the clarity most founders avoid.
• Creative empathy — not tactics — is still the most underrated edge agency owners have.
Chapters
00:00 Flipping the mic: why Todd is interviewing me
02:47 From screw-off art kid to graphic designer
05:30 Starting the agency with ego and no business plan
08:25 The acquisition I should have repeated four times
11:00 Selling the agency and what came after
14:30 Grief, COVID, and finding purpose in the garden
17:10 Launching Agency Outsight and pricing it on instinct
21:40 The asset mindset: building enterprise value
26:00 Programmatic M&A as the real growth lever
30:15 Why founders pay themselves last (and shouldn't)
33:00 Copycat goals and chasing someone else's dream
36:00 Rapid-fire questions and closing thoughts
Ep 138 – Jordan Snider, Token Creative – The impact of integrating Ignition App
Ep 138 – Jordan Snider, Token Creative – The impact of integrating Ignition App
In episode 138, I sit down with Jordan Snider, co-founder and CTO of Token Creative Services, to break down the real impact of integrating Ignition App into their agency operations. Jordan shares how Token went from scattered proposals, manual invoices, and nearly $40k in aging AR to a streamlined, single-system workflow that clients actually appreciated.
We dig into the operational before/after: centralized proposals and agreements, automated billing, faster close rates, clearer scope definition, easier upsells and renewals, and the elimination of unbilled “mystery hours.” Jordan also talks about forecasting clarity — and why dashboards that tie proposals, renewals, and revenue projections together are a game changer for decision-making.
This episode is a grounded look at what happens when an agency stops tolerating a duct-taped sales and billing process and finally upgrades the operational spine of the business.
Key Bytes
• Token’s breaking point was nearly $40k in aging AR — a clear sign the proposal and billing process was broken.
• Clients were confused by multiple proposal versions, scattered contracts, and manual payments; consolidating everything through Ignition simplified the entire client experience.
• The biggest financial lift came from capturing previously unbilled variable hours and out-of-scope work.
• Automated reminders and stored payment methods dramatically reduced AR and manual follow-up.
• Forecasting became easier with visible open proposals, renewal pipelines, and year-over-year revenue projections.
• Simplifying the tech stack cut both software cost and constant integration maintenance.
• Ignition enabled Token to shift from hourly pricing to value-driven retainers because operations finally supported it.
• Jordan’s advice: delaying this overhaul guarantees regret — proactively fixing it avoids the forced crisis moment.
Chapters
00:00 Intro and why Token’s Ignition story matters
02:05 Token’s early days and “brute force” agency ops
03:10 The $40k AR wake-up call
05:10 What was broken in their proposal + onboarding workflow
06:55 Client reactions after switching to Ignition
07:50 Close rates, renewals, and handling scope creep
09:40 Capturing unbilled work and shrinking AR
11:55 Forecasting and metrics that changed decision-making
14:00 Simplifying the tech stack and ditching integrations
16:40 How clarity improved both scope and service delivery
23:40 Productizing services and shifting to retainers
25:05 Jordan’s advice for agencies resisting the overhaul
26:50 Rapid fire and wrap-up
Jordan Snider is the Co-Founder and CTOof Token Creative Services, a full-service digital marketing and creative agency based in Kitchener-Waterloo. With a background in full-stack software engineering, Jordan bridges the gap between technical development and creative marketing. He has contributed personal reflections to platforms supporting victims of family violence, discussing the unique stressors faced by newcomers and the importance of community support systems.
His work reflects a blend of technical precision and a commitment to social impact, aligning with Token Creative’s mission to support businesses making positive environmental or social changes.
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Ep 116 – Clara Stedman and Ben Engvall, Palmer Advisors – The Dynamics of Agency M&A
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:
https://www.linkedin.com/in/clara-stedman-palmer-advisors/
https://www.linkedin.com/in/ben-engvall-palmer-advisors/
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 097 – Matthew Fox – The Power of Self-Discovery in Leadership
In episode 097 of Agency Bytes, I had the pleasure of speaking with Matthew Fox, a project leader, trainer, and operations consultant who specializes in conscious leadership and helping teams work better together.
Matthew opened up about his personal journey with imposter syndrome and how it led him to dive deep into self-development. Over the years, he’s explored frameworks like The 15 Commitments of Conscious Leadership and the Drama Triangle, which have shaped how he approaches leadership and team dynamics.
One of the biggest takeaways from our conversation? Project managers often spot cultural issues before leadership does. If your projects are struggling, it’s probably not just an execution problem—it’s a reflection of your agency’s culture
We also dove into the importance of self-care for agency owners—something too many of us neglect. Matthew shared how shifting from reactive, fear-based leadership to solution-focused, conscious leadership can improve team morale, retention, and overall agency success.
This was an insightful conversation, and I know agency owners will take a lot from it. If you’re stuck in survival mode, it might be time to rethink how you lead.
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 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 050 – Ilise Benun, Marketing Mentor – The Simplest Marketing Plan
With the launch of Season Two of Agency Bytes, I'm thrilled to introduce an extraordinary guest for this momentous occasion – Ilise Benun from Marketing Mentor. Ilise is not only a longtime friend but also someone I've admired for decades. In this episode, I had the privilege of delving into Ilise's invaluable insights on her "Simplest Marketing Plan" and how she guides creative professionals to success by helping them focus and identify their market. We discuss the importance of cultivating a deep, focused niche and Ilise lays out actionable steps to achieve this.
Ilise believes that building your business should be enjoyable and shares her observations on why many agency owners struggle with their marketing efforts due to being too close to their businesses. We dissect the difference between horizontal and vertical niches, exploring how the latter can significantly boost marketing endeavors. Ilise also emphasizes the significance of sub-niches and provides guidance on expanding into new niches.
Furthermore, Ilise outlines her comprehensive program focusing on marketing, money, and mindset, identifying these as key areas of weakness for most creatives. We also challenge the notion that referrals are always beneficial and discuss strategies to overcome complacency in business development.
Tune in to uncover some of the invaluable secrets Ilise has accumulated over her more than 30 years as a creative business coach. This episode is packed with actionable insights and wisdom you won't want to miss!
