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 160 – David Shriner-Cahn, Smashing the Plateau – You Are Your Own Bottleneck — Here's How to Get Out of Your Own Way
Every solopreneur hits a ceiling — the question is whether you know it's there. In episode 160, David Shriner-Cahn of Smashing the Plateau joins me to talk about why expertise-based businesses stall out, and how a trusted peer group can show you the blind spot you can't see for yourself. We get into pricing fear, the discipline of ninety-day objectives, and why a weekly cadence might be the most underrated growth lever you're not using.
Ep 158 – How Matt Dean Built a Commercial Real Estate Branding Agency by Going All In on One Niche
Matt Dean set a goal at 19 to own an agency by 30. Five years after launching Dean & Co. with his wife Jackie, he's built one of the most in-demand branding studios in commercial real estate, working across seventeen states, by refusing to be a generalist and refusing to be called a vendor.
Ep 157 – How Sam Shepler Grew StorysSnap Through Acquisitions Instead of Retainers
Sam Shepler, founder and CEO of StorySnap, joins me to unpack why he's never chased retainers in the B2B video space and how gross margin, not billing structure, actually determines whether an agency can scale. We talk about why feast-or-famine is really a symptom of weak lead flow, not a billing problem, and why his best acquisitions add new capability instead of just new revenue. Sam also breaks down the gross margin mistake he sees in nearly every agency P&L he reviews, and why pulling revenue forward matters more than the comfort of predictable monthly billing.
Ep 145 – Jessica Hische, Studioworks – Crafting a Creative Life on Your Own Terms
In episode 145, I sit down with Jessica Hische—a world-renowned lettering artist, New York Times bestselling author, and one of the most thoughtful creative voices of our generation. And full transparency: I’ve been a huge fan of Jessica’s work for a long time. Her ability to pair obsessive craft with clarity, intention, and humanity has influenced how I think about creative work for years.
This conversation goes far beyond tactics or tools. We dig into what it really means to answer a creative calling—and then protect it. Jessica shares how she’s built a career that honors her instincts, values her time, and stays deeply connected to her craft, without burning out or selling out. We talk about the choices she’s made to stay true to her creative voice, even when external pressure—clients, platforms, trends, or scale—could easily pull things off course.
We also explore the less romantic but absolutely essential side of creative freedom: boundaries, systems, pricing, and self-advocacy. Jessica opens up about how she’s learned to put structure around her work not as a constraint, but as a way to preserve joy, sustainability, and long-term creative integrity. Whether it’s choosing the right projects, saying no without guilt, or building tools that support creatives instead of exploiting them, her through-line is clear: creativity thrives when it’s respected.
For agency owners and creative leaders, this episode is a powerful reminder that building a business—or a career—on your own terms isn’t about sacrificing ambition. It’s about defining success for yourself, staying grounded in your craft, and making intentional choices that allow your work, and your life, to evolve together.
This one felt special to record—and I think it’ll resonate deeply with anyone trying to build something meaningful, creatively and personally.
Key Bytes
• Why answering a creative calling is an ongoing commitment, not a one-time decision
• How staying true to your craft doesn’t require self-sacrifice
• The role boundaries and structure play in long-term creative freedom
• Why defining success for yourself is the real creative advantage
• How creatives can grow without burning out or losing their voice
Chapters
00:00 Following a creative calling
06:40 Staying true to your craft over time
14:10 Defining success on your own terms
22:35 Boundaries, pricing, and protecting creative energy
31:20 Structure as a support, not a constraint
40:05 Evolving creatively without losing yourself
48:30 Advice for creatives building sustainable careers
Jessica Hische is a lettering artist and New York Times Best-selling author based in Oakland, California. She specializes in typographical work for logos, film, books, and other commercial applications. Her clients include Wes Anderson, The United States Postal Service, Target, Hallmark, and Penguin Books and her work has been featured again and again in design and illustration annuals both in the US and internationally. She’s been named a Print Magazine New Visual Artist (20 under 30), one of Forbes 30 under 30 in Art and Design, an ADC Young Gun, a “Person to Watch” by GD USA, and an Adweek “Creative 100”. She's also the co-founder of Studioworks, invoicing software for creatives by creatives.
@jessicahische (threads and instagram)
Ep 140 – Michael Janda, More Creative Academy – The Creative’s Guide to Growing Up: From Portfolio to Profits to Peace of Mind
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In episode 140, I sit down with Michael Janda—agency founder, bestselling author, and one of the most respected voices helping creatives master the business side of creativity. Michael built and sold Riser, worked with giants like Disney and Google, and later led creative teams at Fox before dedicating his career to teaching creatives how to price, position, and run their businesses without burning out.
We dig into the mental and operational “growing up” that every creative eventually faces: getting past portfolio thinking, charging confidently, understanding value, eliminating chaos, and building a more peaceful (and profitable) creative life. Michael’s straight-talk wisdom hits every agency owner exactly where they need it—no fluff, no ego, just clarity.
Key Bytes
• Why creatives struggle with pricing — and how to fix it
• The mindset shift from freelancer to business owner
• How Michael positioned his agency to win massive clients
• The surprising relationship between process, profit, and peace
• What creatives get wrong about value
• Why “portfolio thinking” holds owners back
• How to build a business that supports your life, not the other way around
Chapters
00:01 Welcome + Michael’s background and agency journey
04:12 From creative chaos to building processes that scale
09:45 Why pricing is emotional—and how to make it objective
14:30 Portfolio vs. business owner mindset
19:58 Finding ideal clients and positioning that works
25:21 How Michael sold his agency and what he learned
31:44 The psychology of creative profitability
38:10 Achieving peace of mind as an owner
44:22 Michael’s advice for creatives who feel “stuck”
Michael Janda is an award-winning creative director, agency founder, and bestselling author.
He built the creative agency Riser with clients like Disney, Google, Warner Bros., and ABC, then sold the business after 13 successful years. Before that, he served as a creative director at Fox. Michael
is the author of Burn Your Portfolio and The Psychology of Graphic Design Pricing. Today, he shares practical, no-fluff strategies to help creative professionals master business, pricing, and growth.
Community: https://morecreativeacademy.com
Instagram: https://instagram.com/morejanda
YouTube: https://youtube.com/morejanda
LinkedIn: https://linkedin.com/in/morejanda
Website: https://michaeljanda.com
Courses: https://morejanda.teachable.com
Ep 139 – Melanie Chandruang, We Consult – Agency Ops that Actually Scale: Financials, Workflows, and AI That Works
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Ep 139 – Melanie Chandruang, We Consult – Agency Ops that Actually Scale: Financials, Workflows, and AI That Works
In episode 139, I sit down with Melanie Chandruang, founder of WeConsult and a strategic operations partner for creative agencies. Melanie has spent the last seven years helping agencies tighten up their financials, streamline workflows, and build stronger leadership teams—while also navigating two maternity leaves, a cross-country move, and re-entering the industry in one of its toughest seasons.
We dig into how she rebuilt WeConsult after stepping away to have kids, what’s changed in the agency landscape since 2023, and why she’s now staying higher-level as a fractional ops leader instead of getting buried in implementation. Melanie breaks down what healthy leadership actually looks like, why so many founders remain the bottleneck even after hiring “senior” people, and how clear ownership, scorecards, and trust change everything.
We also get tactical: what she looks for first in the financials, the operational metrics that matter most, and why agencies without documented processes are struggling the most with AI adoption. We wrap by talking about leading through uncertainty, avoiding burnout, and the simple practice Melanie uses to remind herself of the value she’s creating—plus her very 90s go-to karaoke song.
Key Bytes
• Clean financials and clear reporting are the true foundation of scalable ops
• Workflow ownership matters — if it’s nobody’s job, it’s nobody’s job
• Founders stay bottlenecks when leadership has no autonomy or scorecards
• Agencies with documented systems adopt AI faster (and with fewer messes)
• Strong leadership = trust, clarity, and shared problem-solving
• Self-care and boundaries are essential for sustainable agency ownership
Chapters
00:01 Intro and how Melanie rebuilt WeConsult after kids and a cross-country move
02:48 Stepping away from client work, losing momentum, and clawing back into a changed industry
05:36 Why Melanie now stays high-level and pushes implementation to internal teams and automation
07:42 Founders as bottlenecks and what a truly strong leadership team looks like
11:15 Ego, scale, and the operational shifts required for owners to get out of the way
15:36 Where Melanie starts operationally: financials, workflows, and clear ownership
18:07 The agency financial metrics that actually matter (profitability, cash, utilization, and more)
22:03 Why documented systems are the key to successful AI adoption (and how messy it gets without them)
26:00 Leading through uncertainty, rebuilding a business, and protecting your own wellbeing
28:38 AI note-takers, imposter syndrome, and Melanie’s “value” practice
31:36 Melanie’s 90s karaoke pick and where to learn more about WeConsult
Melanie Chandruang is the Founder of WeConsult and a Strategic Operations Partner for creative agencies. With over 15 years in the industry, she helps agency owners boost profits, streamline operations, and move big initiatives forward so they can focus on growth and what matters most.
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 124 – Joe Rojas, Start Grow Manage – Building a Freedom-First Business
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.
Ep 118 – Jamie Brindle – From Freelancer to Entrelancer: Building a Business That Scales
Ep 118 – Jamie Brindle – From Freelancer to Entrelancer: Building a Business That Scales
In episode 118, I’m joined by Jamie Brindle—a freelancer, strategist, and creator who’s built a half-million-strong audience around helping creative solopreneurs build sustainable, scalable freelance businesses. In this conversation, Jamie breaks down what it means to be an “Entrelancer”—a hybrid of entrepreneur and freelancer—and why the traditional view of freelancing is overdue for a reboot.
We talk about why having an audience builds instant trust, how freelancers can evolve into business owners without employees, and the myths around websites and portfolios that keep too many creatives stuck in planning mode instead of taking action. Jamie also shares a powerful framework for moving strangers into long-term client relationships—and why every freelancer should be thinking like a strategist, not just a task-taker.
Whether you’re freelancing, running an agency, or somewhere in between, this one’s packed with fresh thinking.
Key Bytes
• Jamie shares the origin of the term “Entrelancer”—and how it reflects a more modern, business-minded freelancer.
• He explains how their TikTok content (originally not for clients) unexpectedly opened doors to Fortune 100 opportunities.
• We dig into the importance of digital products, productized services, and building systems to support time freedom.
• Jamie outlines the four stages of the customer journey: Stranger → Lead → Client → Client for Life.
• He gives a masterclass in how to manufacture delight, over-deliver, and secure repeat work.
• We challenge the sacred cows of freelancer websites and portfolios—and why Jamie believes they’re massive time-wasters.
• Sales anxiety? Jamie offers a grounded, simple mindset shift that removes pressure and focuses on being helpful.
• He explains how positioning yourself as a solution—not a task-taker—is the unlock to charging more and building authority.
Chapters
00:00 Welcome and Intro to Jamie Brindle
01:00 The accidental power of TikTok and building trust
04:30 Redefining success as a freelancer
07:00 “Entrelancer” vs. freelancer: What’s the difference?
11:40 Scaling without employees: Productized and digital offers
13:00 Pivoting from video work to social media consulting
15:25 Lessons from shifting services and getting back in the field
19:30 Jamie’s four stages of the customer journey
24:00 Reframing sales: It’s just solving a problem
28:00 Positioning yourself as a strategic partner
34:00 Why portfolios and websites are the biggest time wasters
37:00 Final thoughts and closing
Jamie Brindle is a freelancer who gives advice to over half a million other creatives on social media about building a scalable and sustainable freelance business.
Contact Jamie:
@thejamiebrindle on all socials
Ep 117 – Wanda Allen, Follow Up Sales – Overcoming the Fear of Follow-Up
In episode 117, I sit down with Wanda Allen, international speaker, coach, and author of Follow Up Sales Strategies. With 25 years in the corporate world and a background in business banking, Wanda developed a systemized approach to sales follow-up that now helps business owners and sales professionals increase their close rates.
We dive into the psychology behind why so many people avoid follow-up, the fears that hold them back (hint: it’s not really about time), and how a simple shift in mindset and process can transform your sales pipeline. Wanda shares data-backed insights, actionable tips for improving follow-up cadence, and even debunks myths about being “pushy.” Whether you’re in active outreach or avoiding the phone like the plague, this episode will motivate you to reframe your follow-up game—and pick up the phone with purpose.
We also talk about her book-writing journey, the importance of believing in the value you bring, and a bucket-list dream that has her heading south of the border.
Key Bytes:
• 98% of sales don’t happen on the first contact—follow-up is essential.
• Fear of being “pushy” and fear of rejection are the top two mindset blocks around follow-up.
• 80% of sales happen between the 5th and 12th contact—most people quit after 2.
• Follow-up is a form of service, not pressure—it shows interest and professionalism.
• The phone is the most efficient tool in sales, yet it’s the most underused.
• You can’t build trust without consistent, committed follow-up.
• Stop assuming silence means disinterest—prospects are often just busy.
• Confidence in your pricing comes from believing in your value.
Chapters
00:01 – Introducing Wanda Allen and the importance of follow-up
01:04 – From corporate banking to follow-up systems expert
03:35 – Writing two books and why her first was retired
06:07 – The real reason people don’t follow up: mindset and fear
07:59 – How to prioritize follow-up and overcome procrastination
11:00 – Why consistent follow-up beats your competition
14:12 – Action over anxiety: staying out of your head during follow-up
16:18 – The forgotten power of the phone in today’s sales world
Wanda Allen is an international speaker, coach and corporate trainer. She's also the author of Follow Up Savvy and Follow Up Sales Strategies. Wanda had a 25 year corporate career where she held the position of Senior Vice President for 15 years. She has a strong skill set for developing systems and applied this skill to the follow up process. She's an expert in helping entrepreneurs, business owners and sales professionals increase pipelines, improve sales performance and strengthen relationships by developing strong follow up skills.
Contact Wanda:
https://www.followupsalesstrategies.com/
Ep 111 – Corey Quinn – Deep Specialization
In episode 111 of Agency Bytes, I sit down with Corey Quinn—agency growth expert, author of Anyone, Not Everyone, and the guy who helped scale Scorpion from $20M to $150M. We unpack what it really means to specialize as an agency and why empathy might just be your most overlooked growth lever.
Corey shares how moving from generalist to deep specialization can unlock operational efficiency, stronger positioning, and a hell of a lot more revenue. We also dig into outbound sales strategies (including the power of gifting!), how to expand into multiple verticals without becoming a generalist again, and what the future of agency specialization looks like in an AI-driven world.
If you’ve ever worried about niching down “too far,” this conversation will flip that fear on its head.
Key Bytes
• Corey Quinn emphasizes the importance of deep specialization for agency growth.
• Empathy is crucial for understanding clients' specific problems.
• Transitioning from inbound to outbound sales requires a strategic approach.
• The generalist trap can lead to operational inefficiencies and client loss.
• Building trust through industry engagement is key to agency success.
• Agencies should consider adjacent verticals for expansion.
• Creative teams may need variety to stay engaged in specialized markets.
• The tools used in marketing may change, but the outcomes remain constant.
• Agencies should focus on solving real-world business problems for clients.
• Founders can explore new verticals once they achieve a certain market share.
Chapters
00:00 Introduction to Agency Growth and Specialization
01:11 Corey's Journey in the Agency World
03:02 Scaling Scorpion: From 20M to 150M
07:15 The Shift to Outbound Sales Strategies
11:44 Deep Specialization: Breaking the Generalist Trap
12:10 Empathy in Agency Specialization
19:10 Building Trust Through Industry Engagement
21:10 Expanding into New Verticals
25:17 Addressing Fears of Niching Down
27:42 Future Trends in Agency Specialization
Corey Quinn has over 18 years in the agency space, including as Scorpion's CMO, where he helped grow revenue from $20M to $150M in 6 years. His bestselling book: "Anyone, Not Everyone: a Proven System for Agencies to Escape Founder-Led Sales" has been endorsed by Aaron Ross, John Ruhlin, Dr. Benjamin Hardy, Marcel Petitpas, and many others.
Today, his company helps digital agencies become the go-to choice within a vertical market with his Deep Specialization Methodology.
Contact Corey:
https://www.linkedin.com/in/coreyquinn/
Ep 110 – James Barnard, Barnard Co – Going Viral: The TikTok Breakthrough
In episode 110 of Agency Bites, I sit down with the incredibly talented James Barnard, a logo designer and design educator based in Australia. We dive deep into his fascinating journey from the publishing world in the UK to building a thriving freelance design business powered by social media — especially TikTok! James shares how he crafted his pricing strategies, attracts qualified leads, and balances freelance life with family life. We also get into his design process, the value of design education today, and how he's expanded his income streams through courses and brand partnerships. Plus, we wrap things up with a few rapid-fire questions that give a glimpse into James's personal side. You won't want to miss this one!
Key Bytes
• James transitioned to graphic design at 25 after a career in publishing.
• Social media, especially TikTok, played a crucial role in his business growth.
• Viral content can significantly increase client leads and visibility.
• Pricing strategies are essential for attracting qualified leads.
• Balancing freelance work with personal life is a priority for James.
• A structured design process leads to higher quality work and client satisfaction.
• Diversifying income streams can alleviate pressure from client work.
• Education in design is evolving with social media as a learning tool.
• James emphasizes the importance of being hands-on in his work.
• Pitching for work is often a waste of time in the design industry.
Chapters
00:00 Introduction to James Barnard
02:28 James's Journey into Graphic Design
05:30 The Impact of Social Media on Business
09:52 Going Viral: The TikTok Breakthrough
12:27 Pricing Strategies and Qualified Leads
14:49 Balancing Freelance Work and Personal Life
18:57 Design Process and Client Interaction
25:58 Diversifying Income Streams
30:11 The Value of Design Education
31:37 Rapid Fire Questions and Closing Thoughts
James Barnard is a logo designer and design educator specializing in creating logos and visual identities with meaning. With over 15 years of experience in the graphic design industry, he began his career in the UK’s publishing sector before transitioning into branding and education.
Passionate about sharing his expertise, James is dedicated to mentoring and inspiring the next generation of designers through his social platforms, where he provides valuable insights, tutorials, and industry knowledge.
https://instagram.com/barnardco/
https://www.tiktok.com/@barnardco
https://www.youtube.com/@barnardco
https://www.linkedin.com/in/jamesrbarnard/
Ep 109 - Tony Wilson, Accquip – Knowing Your Numbers
In episode 109 of Agency Bytes, I sit down with Tony Wilson, founder of Accquip and a financial powerhouse for agencies who want to stop flying blind. Tony shares his story of stepping out of corporate during the Great Resignation and stepping into his passion—helping agency owners build profitable businesses they actually love running.
We break down Days Till Zero, a simple but powerful metric Tony developed to help agency owners understand exactly how long their cash will last—and how to make smarter, proactive decisions before things get tight. Tony also dives into gross margin benchmarks, how overlooked they are, and why net profit alone doesn’t tell the full story.
Plus, we talk through:
• Red light, yellow light, and green light cash benchmarks every owner should know
• Project-level gross margin mistakes (and how to fix them)
• Why time tracking is about clarity, not micromanagement
• Smart investments vs. sitting on cash
If you’re ready to stop reacting and start running your agency with financial confidence, this one’s for you.
Key Bytes
• Tony Wilson's journey reflects the empowerment of agency owners.
• Accquip focuses on educating entrepreneurs about accounting.
• Understanding financial metrics leads to better decision-making.
• Days till zero is a crucial metric for agency health.
• Proactive financial management can prevent crises.
• Cash reserves should be monitored regularly.
• Gross margins are vital for assessing agency profitability.
• Identifying project profitability helps in resource allocation.
• Time tracking provides valuable operational insights.
• Agencies should prioritize selling over playing business.
Chapters
00:00 Introduction to Agency Bites and Tony Wilson's Journey
01:37 The Concept of Equip and Its Mission
03:46 Understanding Days Till Zero: A Key Metric for Agencies
08:54 Proactive Financial Management for Agencies
11:34 Cash Reserves: Understanding Red, Yellow, and Green Light Zones
14:39 The Importance of Gross Margins in Agency Profitability
18:21 Identifying and Addressing Overhead and Project Profitability
21:02 Tools and Systems for Effective Time Tracking and Financial Management
24:11 Rapid Fire Questions and Closing Thoughts
Tony Wilson’s entrepreneurial journey was shaped by three pivotal moments: launching a business with his brother in 2010, witnessing his roommate’s life-changing pivot from carpenter to software developer, and becoming a father—which ignited his drive to lead by example. In 2021, Tony joined “The Great Resignation” to help digital agency owners grow thriving, profitable businesses without sacrificing their well-being. Through Accquip, he is on a mission to empower agency owners to build the businesses they love without going bankrupt in the process.
Contact Tony:
https://www.linkedin.com/in/tony-wilson-cpa/
Ep 108 – Yael Morris, Decode Insights – Why Your Customers Buy, or Don’t
In episode 108 of Agency Bytes, I sit down with Yael Morris from Decode Insights to dive deep into the psychology behind why customers really buy — and why they don’t. Yael shares her fascinating journey from selling granola bars to becoming a go-to expert for decoding customer motivations through intimate, one-on-one conversations. We explore why traditional focus groups often miss the mark, how true empathy fuels marketing success, and why no AI tool can replace the magic of a real human conversation. If you’ve ever relied on gut feelings to shape your messaging, this one’s a must-listen. Plus, stick around for some rapid-fire questions where Yael shares personal insights, favorite tools, and advice she’d give her younger self.
Key Bytes
• Understanding buyer psychology is crucial for effective marketing.
• Customer insights can drive product development and marketing strategies.
• Empathy in marketing leads to better customer connections.
• Human conversations yield deeper insights than surveys or forms.
• AI cannot replace the emotional context of human interactions.
• One-on-one interviews provide richer data than focus groups.
• Customer-driven messaging is essential for successful marketing.
• Patience is key when introducing unconventional ideas.
• Building rapport in interviews encourages openness from customers.
• Insights from customer conversations can significantly impact business growth.
Chapters
00:00 Understanding Buyer Psychology
02:52 The Journey to Customer Insights
05:59 The Importance of Human Conversations
09:10 The Role of Empathy in Marketing
11:47 Universal Application of Customer Insights
15:05 The Impact of AI on Customer Understanding
18:03 The Value of One-on-One Interviews
21:02 Leveraging Insights for Business Growth
24:05 Focus Groups vs. One-on-One Interviews
26:52 Rapid Fire Questions and Closing Thoughts
Yael Morris from Decode Insights goes deep into buyer psychology to decode the real reasons behind why your customers buy, or don't buy from you. Through 1:1 customer interviews, she uncovers her clients customers' real-lived moments of struggle and desired outcomes that led them to purchase, giving a new human-level understanding of exactly what really matters to customers.
Contact Yael:
Ep 107 – Blair Enns, Win Without Pitching – The Fourth Conversation
In episode 107 of Agency Bytes, I sit down with Blair Enns, founder of Win Without Pitching and author of The Win Without Pitching Manifesto and The Four Conversations. If you’ve heard Blair on other shows—or are one of the many who’ve followed his work for years—you might think you’ve heard it all. Not this time. In this conversation, we go beyond the usual talking points and uncover insights he’s never shared before.
Blair opens up about the real mindset shifts creative professionals need to make if they want to stop selling like vendors and start showing up as experts. We break down the Four Conversations model, what most agency owners still get wrong about pricing, and how to rewrite the dynamics of the sales process to work in your favor.
We also explore why repetition beats inspiration, how to protect your power in client engagements, and what Blair believes is the single biggest opportunity for agencies right now—even in a time of AI disruption and economic uncertainty. If you want to charge more, pitch less, and finally own your value—this episode brings the fire.
Key Bytes
• Blair Enns emphasizes the importance of lifestyle choices in career decisions.
• The Win Without Pitching Manifesto serves as a foundational text for creative professionals.
• Sales should be viewed as a series of conversations rather than a pitch.
• Pricing is a critical area for agencies to improve profitability.
• Repetition in learning is essential for mastery of sales techniques.
• Creative professionals often struggle with the mindset of being a salesperson.
• The Four Conversations provides a framework for navigating sales effectively.
• Surviving economic uncertainty is crucial for agency success.
• Agencies should focus on their unique expertise to stand out in the market.
• Building strong client relationships is key to successful sales.
Chapters
00:00 Introduction to Blair Enns and His Journey
02:59 The Catalyst for Change: Lifestyle Choices
06:00 The Birth of Win Without Pitching
09:06 Understanding the Win Without Pitching Manifesto
12:12 The Four Conversations: A New Model for Selling Expertise
17:54 Lessons Learned from Coaching Agencies
20:50 The Importance of Repetition in Learning
25:56 Navigating Sales Conversations Effectively
31:59 Mindset Shifts for Creative Professionals
35:05 Opportunities and Challenges Ahead for Agencies
Blair Enns is the founder of Win Without Pitching and the author of three books on selling and pricing for expert advisors and practitioners, including the brand new The Four Conversations: A New Model for Selling Expertise.
A former advertising professional and consultant, Blair launched Win Without Pitching in 2002 to help creative professionals learn to win more business at higher prices without giving their services away for free in a pitch. His selling philosophy and pricing strategies resonated beyond the advertising and design professions to the point where today Win Without Pitching serves expert advisors and practitioners around the world in over a dozen professions, including finance, marketing, consulting, engineering and healthcare.
Blair also co-hosts, along with David C. Baker, the popular podcast 2Bobs: Conversations on the Art of Creative Entrepreneurship.
Contact Blair: winwithoutpitching.com
Ep 106 – Lisa Colantuono, AAR Partners – Building Relationships, Not Pitches
In episode 106 of Agency Bytes, I chat with Lisa Colantuono, president of AAR Partners and a 25-year veteran in agency-client matchmaking (though she hates that word!). If you’re tired of wasting time on endless pitch decks, spec work, and one-sided RFPs, this episode is a must-listen.
Lisa shares what really matters to brands during the agency search process—and how agencies can proactively position themselves to win more work without chasing every lead. We dive into how to build trust that leads to long-term relationships, how to get your agency noticed through smart PR, and why your creative work still needs to deliver real impact. Lisa also drops actionable advice on reputation-building, client retention, and what it really takes to stand out in a crowded agency landscape.
Whether you’re running a small shop or a growing firm, Lisa’s insights are full of practical steps to help you stay relevant, get on the right shortlists, and keep your agency’s name in the room—even when you’re not.
Key Bytes
• Streamlining the agency review process is essential—both for marketers and agencies trying to avoid wasted time and energy.
• Marketer-led reviews now make up 85% of the search landscape—agencies need to understand how to stand out in this evolving dynamic.
• Trust and relationships are everything. People buy from people they trust, and lasting partnerships are built on emotional connection.
• Agencies must treat themselves like their number one client. Prioritize your own marketing, just like you would for your best-paying account.
• Referrals, recognition, and press coverage are key to visibility—smart PR can put your agency on a brand’s radar before the pitch even starts.
• Great creative still wins. No amount of charm or strategy can replace standout work that delivers results.
• Proactivity beats complacency. The biggest reason agencies lose clients? They stop showing up with ideas.
• Personalized outreach beats “spray and pray.” Insightful, relevant communication gets attention—generic blasts get ignored.
• Your network defines your success. The company you keep, the connections you nurture—they’re all part of the relationship-driven business we’re in.
Chapters
00:00 Introduction to Agency Bites and Lisa Colantuono
01:44 Reinventing the Agency Search Process
04:21 Streamlining the Review Process
08:11 Trends in the Marketing Industry
12:26 Building Trust and Relationships in Agencies
18:10 The Importance of Reputation and Press Coverage
23:28 The Power of Recognition in Agency Work
25:06 The Importance of Account Management
26:39 Complacency: The Silent Account Killer
28:07 Proactivity in Client Relationships
29:33 Building Trust Through Networking
30:56 Emotional Connections with Brands
32:55 The Value of Insightful Communication
35:05 Understanding Client Pain Points
39:19 The Comprehensive Marketing Approach
40:09 Personal Insights and Life Lessons
Lisa Colantuono is the President of AAR Partner. With nearly 25 years of experience, Lisa has helped marketers like Ancestry, Subaru, and Panera Bread connect with the right agencies to drive meaningful results. She’s a pioneer in modernizing the agency search process, the author of @AARLisa: New Biz in 140 Characters (or Less), and the host of the On Purpose podcast. Lisa is passionate about building impactful partnerships and shaping the future of the marketing industry.
Contact Lisa:http://www.aarpartners.com
Ep 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:
