Agency Blueprint

If you want to build an agency that operates without you and allows you to live your desired lifestyle, you need to move from agency owner to CEO.  

In this episode of The Agency Blueprint, we discuss how data and becoming a visionary are the two things you need to transition into a CEO. We also explain why time, impact, and freedom are the three cornerstones of a business.  

Listen in to learn why you need to stop what you’re doing and start working towards where you want to be.  

Key Questions:   

• Do you want your business to serve your life as opposed to it becoming your life? (1:16) 
• Is the data you’re getting enabling you to monitor, measure, and consistently improve your business? (2:48) 
• Are you empowering your team with the right information to help them help you run your agency? [15:06] 

What You’ll Discover: 

• How to formulate the vision of your agency by creating a unified business purpose (2:54) 
• Learn to adapt to a different role as your business continue to evolve (8:09) 
• Get more acquainted with data points and KPIs as you get removed from the business [9:47] 
• How to stop and start transitioning yourself to the visionary you want to be [17:09]

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Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Do you have an onboarding system to help you avoid making costly mistakes? Having a system within your agency is a pivotal piece in your relationship with the client and how they continue working with you.  

In this episode of The Agency Blueprint, I expound on the six-step client onboarding process that makes things uncomplicated. They include what you do as the owner and how you involve the team and the client.  

Join us to learn more about these six items that are imperative for your agency. 

Key Questions:   

• What project management tools have you set up your new client’s project in and is it accessible to all team members? (11:05) 
• What is your next step when going into a project to make it successful and satisfy the client? (15:40) 
• What are the things you need to remove from your plate instead of focusing on processes as a small agency? [16:24] 

What You’ll Discover: 

• Ensure all the legal compliance items are done before starting the onboarding process (1:22) 
• Have your internal kick-off call and assign your team to the deliverables (2:36) 
• How to provide your team with the tools they need to be successful (4:37) 
• Introduce the onboarding questionnaire to engage the client (6:00) 
• Have the project detailed in your project management tool (10:05) 
• How to conduct the kick-off call to remind the client of project execution (12:19) 
• Have a review with your team to ensure everything is clearly documented (14:10) 

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Real Life Agency Success Stories

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Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Simplifying your business operations will make your life easier. If you want to be successful in your agency, you have to learn to embrace and enjoy change, and change starts with simplicity.  

In this episode of The Agency Blueprint, we talk about the importance of simplifying the operations of your agency. We also explain how to remove the clutter you didn’t create in your organization and focus on building operational efficiency.  

Tune in to learn about the power of community, delegation, focus, and more.  

Key Questions:   

• Did you choose the communication channels that you use, and are you ready to start making that choice? (4:02) 
• How do you delegate in a way that better serves you and the other person? (12:28) 
• Are you reinforcing your why to drive more energy and momentum to your business? (21:38) 

What You’ll Discover: 

• How to create a bandwidth where you focus on increasing operational efficiency (4:02) 
• Find your community to learn from so you don’t have to do it painfully alone (7:56) 
• How to create more focus by reassessing your goals and prioritizing (9:39) 
• The importance of understanding your destination to have a simplified process (15:08) 
• How to reduce your work time and still do meaningful work (17:22) 
• Recognize that it’s okay to have boundaries and reinforce your why (20:50)

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Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Does the niche you’re in feel right and true to what you’re passionate about? Selecting a niche is about differentiating yourself from the competition, so you can attract the right clients and grow your agency intentionally.  

In this episode of The Agency Blueprint, I explain the process of identifying your niche by evaluating what you’re passionate about. I also explain the questions you need to ask yourself to identify whether you’ve chosen the right niche that will allow you to make an impact.  

Listen in to learn how to differentiate your agency and start competing on meaning and impact.  

Key Questions:   

• What do you enjoy doing, and can you monetize it? (3:45) 
• Is your industry growing with the global average, and are there enough people to help it grow? (6:18) 
• What is your motivation in helping clients, and how is it that you’re going to make them accomplish their goals? (14:23) 

What You’ll Discover: 

• Understanding niche-specific industries plus the benefit of selecting a niche for your business [1:54] 
• Why you should focus on what you’re passionate about and monetize it (3:45) 
• The step-by-step process of evaluating and establishing the best niche for you [4:45] 
• Questions to help you identify whether your chosen niche is the right one (15:22)

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Expectations are the foundation of the relationship between you and your client, so make sure you set the appropriate expectations from the start. Do not oversell or overpromise so you can have a long-standing relationship.  

In this episode of The Agency Blueprint, I talk about client expectations and how to set them clear from the start to establish a long-lasting relationship. I also explain the importance of ensuring you and your client are the right fit for each other for the success of the project.  

Listen in to learn about setting measurable goals and more in this episode.  

Key Questions:   

• How do you ensure your client’s expectation exceed and the client is happy? (1:05) 
• How qualified is a prospective client to be your right fit? (6:09) 
• What do you need to know and understand about the project and your role in executing it? (9:18) 
• Do you have the expertise to accomplish the end goal, and what it’s going to take? (9:53) 

What You’ll Discover: 

• How to set your client’s expectations right from the beginning for success (0:48) 
• Make sure you’re auditioning the client to pick the right one for them (6:09) 
• The importance of spending time to understand the project [7:55] 
• How to ensure you can accomplish your client’s end goal (9:53) 
• Have defined inclusions and exclusions to ensure the project is a success [13:06] 
• Don’t be afraid to set measurable goals for both your and your client’s benefit [14:40] 
• Set some space in your timeline to enable you to complete the project [17:41]

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

Have you truly empowered your creative team to sell more and help clients to engage with them? You can train your creative team to have sales conversations with existing clients and leverage those relationships.  

In this episode of The Agency Blueprint, we explain why your creative team is best suited to have sales conversations with your existing clients and highlight opportunities. We also talk about how to train your team with the right tools to help them recognize sales opportunities.  

If you want to learn more about this subject, then tune in to this episode!  

Key Questions:   

• Is your team equipped to recognize a potential opportunity and suggest a potential solution? (11:41) 
• In what ways are you and your team practicing to become better in sales? (15:34) 
• How are you prepping your team to have sales conversations with your existing clients? [17:42) 

What You’ll Discover: 

• How the creative team can use their built-in rapport to make a sale (1:34) 
• Let your creative team know that it’s also their job to consult and advise clients (6:07) 
• The two sales tools that your team can utilize with existing clients (7:54) 
• How to train your team to recognize a sales opportunity and suggest a potential solution (11:26) 
• How role-playing scenarios can make your team comfortable with sales [13:59] 

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How about prioritizing your business in the same way you would a client from now on? To grow and scale your agency, you need to invest in it and become its most dedicated and largest client.  

In this episode of The Agency Blueprint, I explain how to invest in yourself and build a scalable agency. I also explain how to reprioritize time and financially account for the investments you’re making to be your own client.  

Tune in to learn how being your own client will allow you to distinguish yourself in the marketplace.   

Key Questions:   

• How much of your revenue are you spending to grow your business and invest in yourself? (2:44) 
• How much of your personal time can you dedicate to growing your business? (5:48) 
• How do you distinguish your agency from competitors in the eyes of your prospects? (10:35) 

What You’ll Discover: 

• Why you need to become your own client to successfully grow your agency (1:10) 
• How not be afraid of failure and instead recognize the lessons in it (2:58) 
• Start reprioritizing your personal time into growing your business [5:33] 
• How to financially account for the investment of being your own client (7:29) 
• How to allow yourself to experience your brand from a client’s perspective [9:32] 
• Resources to help you invest in your agency and scale to your desires (13:16)

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

To set your clients up for success and establish a long-lasting relationship, it’s imperative to understand their emotions during kickoff.  

In this episode of The Agency Blueprint, I talk about things you need to do to build a successful relationship with a new client. I explain how to build clarity on a lot of things including; communication and client information to avoid misalignment.  

Tune in to learn where client-agency relationships go wrong and how to avoid it.  

Key Questions:   

• Are you aware of your client’s emotions during the kick-off to help you build a phenomenon relationship? (0:40) 
• What’s your process of transferring your clients’ information to all your team members? (13:48) 
• How do you inform your clients about the roles, responsibilities, and communication standards? (15:58) 

What You’ll Discover: 

• How to set up an introduction framework between your client and your team [2:13] 
• Have smart goals to help you measure the success of a client’s project (4:00) 
• The step-by-step process of how to execute the plan (5:10) 
• How to set up a clear understanding for the client on how to work with you [8:45] 
• How to clearly lay out the framework of the project’s timeline to avoid misalignment [11:04] 
• How to manage and transmit clients’ information to every member of your team (13:48) 
• How to outline roles, responsibilities, and communication standards to your client (15:58)

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

What does it mean to do things the go-giver way? Is it something you’re ready to incorporate as the leader of your agency? Being a go-giver means moving your focus off yourself and making it about solving others’ challenges and helping bring them closer to happiness.   

In this episode of The Agency Blueprint, I’m joined by Bob Burg, the co-author of the international best-seller The Go-Giver and a sought-after speaker at sales and leadership conferences. We talk about how creating value for others through communication can build influence for you. 

Listen in to learn more about how to build a go-giver mentality to scale your agency.   

Key Questions:   

• Are you focused on where your customers are coming from and providing them with value? (2:54) 
• How are you communicating, appreciating, and showing up for your customers in a non-monetary effort?  (5:38) 
• How do you genuinely create influence with a go-giver mentality? [14:57] 

What You’ll Discover: 

• The Go-Giver – shifting your focus from getting to constantly providing value to others (1:44) 
• The five elements of value and how to communicate them to your customer (3:23) 
• How to provide value by communicating to your customer how you want them to feel (5:38) 
• How to build influence by focusing on the other person instead of yourself (15:10) 
• The misconceptions of a go-giver plus the honorable way to reject an offer (18:54) 

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.

How do you follow up with your prospects and turn them into buying customers? Did you know that 80 percent of sales come from the fifth to the twelve contact? This means that you need to nurture your prospects, until they feel safe.  

In this episode of The Agency Blueprint, I’m joined by a Creative Agency Success team member Darren Ward who also works exclusively with agencies. We talk about the simple and scalable follow-up system that you should put in place in your agency.  

Tune in to learn how to approach a prospective client in every stage of their buyer journey.  

Key Questions:   

• How are you creating meaningful interactions with your prospects allowing them to know you better? (6:37) 
• Do you have the relevant information to help you support your prospects in their buyer’s journey? (9:04) 
• What are you doing to get to know your prospects more and add value to them? (19:38) 

What You’ll Discover: 

• The importance of building confidence with a prospective client through consistent follow-up (2:28)  
• How to add value to your prospect instead of being salesy, plus know when to step back [4:23] 
• The different ways you can warm up to your prospects by providing value (7:56) 
• How to recognize your prospects’ stage in their buyer’s journey (9:04) 
• How to turn a cold lead into a warm lead and then into a trusting lead (12:24) 
• The importance of recognizing dead leads to avoid any damage [14:57] 
• The importance of calling a prospect to get to understand them better (17:09) 

Free Copy of The Practical Agency Book.

Real Life Agency Success Stories

Weekly agency tactics YouTube Channel

Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.