Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies

Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies

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Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies episodes

  • Build Your PERSONAL BRAND with Integrity at the Core with Grant Owen | Ep #644

    Have you struggled to build an ethical yet profitable agency model? Do you want your brand to attract clients through value rather than hype? Are you unsure how to leverage personal branding effectively online? Today's interview tackles it all. Today's guest is passionate about helping people build their personal brands and counteracting the lack of integrity in the agency space. Although he dislikes the term "agency" he built one focused on really helping his clients and making sure their win is also his team's win. Tune in to gain insights into Grant's journey and learn about the importance of personal branding in the online coaching industry.

    Grant Owen is the owner of Integrity Media, a media company that helps clients create short-form and long-form content, as well as podcasts. More recently, his company has been shifting towards a CMO model where they help people with their brand foundations and scaling their own in-house team.

    In this episode, we'll discuss:

    • Building personal brands with integrity.
    • Will hiring friends inevitably lead to disaster?
    • Diversification vs. Specialization.
    • Why the agency model is here to stay.

    Subscribe

    Apple | Spotify | iHeart Radio | Stitcher | Radio FM

    Sponsors and Resources

    Agency Analytics: Tired of endless manual reporting in order to show your clients the value your agency delivers? It's time to check out AgencyAnalytics, the best automated client reporting solution for marketing agencies. Try it for FREE for 14 days when you head over to AgencyAnalytics.com/Smart and sign up. It's time to see how life feels on the other side of manual reporting madness!

    Developing Your Personal Brand with Integrity at the Core

    Grant's agency began with impromptu business strategy sessions with friends. He found fulfillment in dispensing actionable advice. Soon he realized - these skills could help counter unethical hype plaguing online marketing.

    By sharing his mastery, he saw an opportunity to restore trust by offering consulting services with integrity at the core. His tools empowered clients to build brands "the right way"- with their success tied to his.

    Grant believes everyone has a story worth sharing. Especially online coaches - personal brands build trust, credibility, and community. They provide a platform to move audiences through narrative.

    It became his mission to help coaches develop reach through radical honesty. In a crowded space, the character stands out. Lead with your human story and the rest will follow.

    However, he has made some mistakes, like charging way below the value he actually provided, something he quickly sought to correct once he realized the agency was just not profitable. Overall, he's made many mistakes in his journey and has learned a lot about his own shortcomings and the challenges standing in the way of growth.

    Delegating and Outsourcing as the Key to Agency Growth

    By now, Grant has started delegating tasks. However, his input still powers the agency. His goal is to reach the summit where operations run smoothly without his constant direction.

    First on the outsourcing list are low-value marketing tasks devouring his days. No more content editing and video production that takes time from sharing his insights to attract ideal clients.

    Next, he plans to build a team dedicated to handling the services he provides. With these functions supported, Grant will be able to optimize his time for high-impact priorities.

    As for sales, Grant cherishes the thrill of the close. This highlights the balancing act and sheds tedious tasks but retains activities aligned with his strengths and passion.

    By outsourcing wisely, entrepreneurs unlock new heights. Pass the baton on duties that drain, and your energy will soar toward vision fulfillment. The summit is closer than it appears.

    Does Hiring Friends Inevitably Lead to Disaster?

    Grant leverages his network and personal connections to find the right people for his team. One thing he has learned is that creatives usually suck at business because they don't know their value. On the other hand, business types are great at business and suck at creative, which really shows in the quality of their work. Grant realized he had a network that could bridge that gap so he started hiring his friends in the creative space and providing them with the right opportunities.

    Of course, hiring friends as employees often doesn't work. You could end up with employees who treat you like a friend rather than a leader. This can lead to a lack of productivity and a failure to meet the necessary requirements of the job. A better alternative might be hiring acquaintances and building a strong enough relationship that develops into a friendship.

    Still, as long as both parties have their goals aligned and work towards mutual benefit, it can lead to successful work relationships. Things will usually fall apart when one party's self-interest is at the detriment of the other party's goals.

    Shared values also cement fruitful client relationships that can lead to a more productive and harmonious working environment. Grant refers prospects out if core tenets clash. Authentic connections matter most.

    It's very common in marketing to see people showcasing a lavish lifestyle or using vanity metrics in marketing and social media content. These temporarily grab attention but erode long-term growth. Instead, he strived to provide genuine value and partner with agencies that prioritize client fulfillment over fast bucks.

    Give Away Your Best Stuff to Establish Yourself as an Authority

    Instead of selling people the idea of an expensive lifestyle, what they probably need more is your knowledge. Just remember that, in order to establish yourself as an authority in your niche, you should be giving away your best stuff. Most people are hesitant to take this approach. However, the alternative of giving away mid advice just to "protect the secret sauce" can lead to people thinking that's the best you got.

    Don't be afraid to share their knowledge and expertise with others. It's a way to demonstrate your expertise and have clients compare everyone else to you. You'll be seen as and it will ultimately lead to more business opportunities and a stronger reputation in the industry.

    Understanding Diversification vs. Specialization

    Oversaturation is very real in the agency space and ethical agencies will have to differentiate to rise above noise.

    Early on, diversification tempts before niche focus crystallizes. However, finding your niche, offering value, and aligning pricing and services accordingly will be an important part of your business' growth. What you would be doing if you could only charge on the performance and results? Eliminate everything else.

    Once you're THE authority in your niche, clients may beg you to expand offerings. Resist diluting focus to appease them. Either build new departments under subject matter experts or acquire niche agencies stacking expertise.

    Stay laser-focused on refining your craft and outsourcing the rest. Trying to conquer too much risks mastery of too little. Partner with those owning adjacent pieces of the puzzle and together a fuller picture emerges.

    Why the Agency Model Will Stand the Test of Time

    According to Grant, the agency model will stand the test of time because there will always be a need for outsourced help in various niches.

    In particular, while execution is important, it will eventually be automated and replaced by technology such as AI. However, strategy and idea generation will always be necessary and will not be replaced by automation. Agencies that are thriving and will continue to thrive are ones solving specific problems in specific niches. Which niches are most likely to succeed? Better ask yourself if you picked the right niche for the right reasons.

    By choosing a niche in which they have deep knowledge and expertise, agency owners can provide exceptional value to their clients. If you need any help, try our niche grader tool that can help agency owners determine which niche is the most suitable for your agency.

    Pro Tip: Give your chosen niche enough time to succeed by trying it out for at least a year before deciding if it is working or not. Patience and perseverance will get you that competitive edge and help you achieve long-term success.

    Do You Want to Transform Your Agency from a Liability to an Asset?

    If you want to be around amazing agency owners that can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360. Our agency growth program enables you to take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

    44 min
  • The Winning SALES SCRIPT to Scale Your Agency with Scott Scully | Ep #643

    Are your salespeople trained to tell relevant stories and sell in the appointment? Do they know how to catch a prospect's attention fast? Using sales scripts is a great way to keep your message focused and concise. To get the best results, your sales reps should be armed with a bulletproof script and serious training to overcome sales objections. Today's guest shares his experience and expertise in creating a big sales team that is constantly growing and improving through continuous training. Tune in to gain valuable insights on scaling your agency, building a winning sales script, and how to support ongoing professional development.

    Scott Scully is the CEO of Abstrakt Marketing Group, a b2b lead generation and business growth agency that offers multi-channel marketing solutions to small and medium-sized businesses. In his 28 years in the business, Scott's main focus has been in the marketing and lead gen space with three companies that all exceed $12 million in revenue.

    In this episode, we'll discuss:

    • Building a winning sales script.
    • Handling outreach by creating exclusivity.
    • Gamifying growth.

    Subscribe

    Apple | Spotify | iHeart Radio | Stitcher | Radio FM

    Sponsors and Resources

    E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service.

    Podcast Takeover!!

    Get to know your Smart Agency Guest Host: Dr. Jeremy Weisz is the co-founder of Rise25, an agency that helps companies launch and run podcasts profitably. He followed Jason's podcast and eventually joined the mastermind and has been a guest on the podcast before. Today, he's helping Jason bring something new to the Smart Agency podcast audience by interviewing a special guest and getting a new perspective to the show.

    Handling Outreach by Building an Exclusivity Perspective

    Scott has owned three successful marketing companies always aiming to help businesses grow. His current brainchild, Abstrakt Marketing, scaled 20% annually over 12 years, crossing $50M in 2021 revenue.

    His team builds predictable sales pipelines - website design, content creation, social media, and extensive email and phone outreach. They make hundreds of calls daily, qualifying and scheduling initial consultations.

    But outreach takes shape through their sales enablement blueprint. First comes research and list cleansing to identify ideal prospects. Another key element is that the client has their target defined. Scott is a huge believer in having a defined niche. This way, his team can come with expertise in that particular niche. Working from an exclusivity perspective helps his team build up in terms of why they're calling them, who they are, and why potential clients need to meet with them.

    Building a Winning Agency Sales Script

    Scott knows cold calls aren't everyone's cup of tea, so he crafted a blueprint to catch attention fast. To build a solid script, he focused on getting people's attention, exclusivity, scarcity, and then selling the appointment.

    First of all, Scott recommends letting clients know you'll be brief and go straight to the point. That's huge because it shows you value their time and acknowledge the call is an interruption. Next, state the reason for your call and introduce your company. Take this as an opportunity to differentiate yourself. "If I'm a managed service provider, there are a lot of managed service providers these days. So why are you different?" Scott explains. This is where specialization becomes very important. If you're able to differentiate yourself as a managed service provider who happens to specialize in their particular industry, now you have their attention.

    Also, you can get ahead through influencer social proof. "We're tightly networked with industry leaders nationally - we understand your daily challenges and can plug you into best practices." This insider credibility will make you irresistible.

    Why You Should Never Lose Sight of Your Goals to Sell the Appointment

    Once you have your script and can differentiate yourself, the most important thing is to not forget your goal of selling the appointment. For Scott, the worst-case scenario is when the call is handled by a sales enablement person who lacks a clear understanding of the ins and outs of the sales presentation itself. In those cases, they may fall into mini-pitching. As a result, the prospect could make the decision to not show up based on that call.

    Overeager reps also risk sharing too much about what comes next. In those cases, once the time for the appointment comes, a prospect may feel they've already talked about some of those things and you may not have their full attention and participation. This is why he insists on the importance of selling the appointment. As long as you overcome the objections and answer why that meeting is important, you'll be good for the next round.

    Exclusivity also raises the stakes. His agency only works with one company in a particular area and niche. It's not about making threats to go to the competition but rather presenting a unique offer to get that opportunity for a meeting. "We only partner with one roofing contractor per region" conveys privileged access, not threats. By presenting engagement as a unique opportunity, they compel action.

    Data-Driven Prospecting: Separating Needles from the Haystack

    With hundreds of daily calls, how do they qualify these prospects? First of all, Scott credits their unbelievable database. Of course, there's no such thing as perfect data so outreach provides invaluable validation to determine whether or not to put them on the phone with a sales rep.

    If they're coming into a particular market, their data would've already given them an idea of who usually picks up the phone, who responds to emails, and who they interact with on social.

    They also try to be as smart as they can about who in the organization they're trying to contact. When sending emails, they're already hitting multiple people within an organization because the decision-making process isn't always the same. When it comes to making phone outreach, they'll run tracks on different titles until they determine who makes the decision. Finally, they'll get the particular client qualifiers so they can meet their expectations.

    Gamifying Growth for Ongoing Development

    There's a low barrier to entry for becoming a salesperson. However, in order to actually be good at it there are usually many rounds of training. Scott's two-week boot camp immerses new hires in Salesforce, processes, and company ethos. Towards the end, they'll have specific training around the industries that they're going to serve and the clients they'll be picking up.

    It's a very complete process. However, Scott is a big believer in ongoing training so professional development is mandatory for an hour weekly. There are many options available and different tracks they can follow around their training. Each employee will accumulate points for their training, which will eventually lead to them earning a "belt" a sort of martial arts gamified acknowledgment to elevate employees who are getting ahead on their training, with the ultimate goal being to become a black belt.

    Ultimately, Scott makes sure there are options for them in terms of growing their careers within the agency. Because of that, a lot of them are pretty hungry and self-motivated to go get the training.

    Do You Want to Transform Your Agency from a Liability to an Asset?

    If you want to be around amazing agency owners who can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360. Our agency growth program helps you take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

    47 min
  • Old School Agency NEWSLETTERS that BUILD TRUST with Nate Kennedy | Ep #642

    Are email newsletters out? Do people want or even read those anymore? Actually, yes! Old-school agency newsletters are a great way to position yourself as a trusted expert. Eager to learn proven strategies for engaging and valuable newsletters? A newsletter can be an invaluable tool to position yourself as a trusted advisor and expert by offering information that the audience genuinely wants to engage with and learn from. Today's guest shares his experience transitioning from owning a marketing agency to building newsletters for his media company. He shares his insights about the ways a newsletter should provide value and the type of content it should contain. Tune in to discover some truly helpful information on how to build a successful newsletter.

    Nate Kennedy is an entrepreneur and philanthropist who has been in the online marketing world since 2006. He has worked for many businesses in different niches and personally built and sold 7 different online businesses with 6 and 7 figure exits. More recently, he changed pace and now focuses on building newsletters for his media company.

    In this episode, we'll discuss:

    • Being the curator vs. being a creator.
    • Turning your newsletter into a business tool.
    • How often should you send out a newsletter to be relevant?

    Subscribe

    Apple | Spotify | iHeart Radio | Stitcher | Radio FM

    Sponsors and Resources

    Agency Analytics: Tired of endless manual reporting in order to show your clients the value your agency delivers? It's time to check out AgencyAnalytics, the best automated client reporting solution for marketing agencies. Try it for FREE for 14 days when you head over to AgencyAnalytics.com/Smart and sign up. It's time to see how life feels on the other side of manual reporting madness!

    How to Curate an Engaging Newsletter

    After working in online marketing for many years and building multimillion-dollar companies, Nate felt stressed with clients calling him at all hours and crushed under the pressure of what he had built. It was time for a change.

    Rather than relying solely on platforms like Facebook or Google for traffic, Nate was fascinated by the possibility of owning his audience. By building a targeted and engaged subscriber list, he could have more control over their reach and generate revenue through sponsorships and affiliate offers. Instead of going to these other networks and paying them to buy the audience, he could own even a small piece of that pie.

    In his experience, a newsletter should deliver valuable content for a specific niche or industry to provide maximum value to the target audience. This could be achieved in two ways:

    1. Build a newsletter around your thoughts, insights, and content to help said niche audience.
    2. Building it around curated content with a variety of useful sources within that industry.

    For instance, Nate sends out a newsletter focused on financial literacy for a specific audience. It's aimed at teaching consumers how to become financially smarter. This is not content he writes, he just curates it from different sources. On the other hand, he also has a different newsletter for entrepreneurs written by him with his thoughts and insights.

    How Should a Newsletter Look to Get People's Attention? This will depend on your goal and target audience. A more personalized newsletter with your insights on a matter should probably contain mainly text and not be filled with images and videos. As opposed to a more e-commerce-style newsletter aimed at selling products, which will contain more images, links, and videos. A lot of people go for a hybrid approach.

    How The Newsletter Can Become a Tool for Agency Business

    When it comes to building the subscriber list, Nate suggests running ads specifically promoting the newsletter and its benefits. However, right now he gets most of his new subscribers from one-step funnels, such as polls or surveys. This way, he engages potential subscribers and gathers information about their interests and preferences. This targeted approach ensures that the newsletter is attracting the right audience and providing content that resonates with them.

    By consistently sending out newsletters, agency owners can stay at the forefront of their client's minds and remind them of the reasons they initially hired the agency. This is particularly important in the competitive agency industry, where other agencies may attempt to win over clients with lower prices.

    Once, you've built an audience and started getting some traction, you might want to partner with some businesses that align with your values and beliefs. Sponsorships can provide an additional revenue stream without the need for hard selling. Just make sure to only recommend products that the business genuinely believes in. Recommending subpar products can damage the relationship with readers.

    How Often Should You Send Agency Newsletters?

    While the frequency of sending newsletters may vary, it will ultimately depend on your goal. A curated newsletter with advertisers can go out daily to be profitable while the more personal one aimed at building your brand can be sent out just once a week because the focus will be having the best possible content tailored to your audience.

    In the case of agencies, Nate suggests sending out newsletters two to three times a week. You don't want to bore your audience. As to the format, he favors a combination model, with a bit of curated content and links around the marketing world and some created content that provides value. The curated content can contain different sections, including the latest podcast, success stories, a tool section, and links to other videos they have created. This part will get you more clicks while the insights will help you build trust and rapport.

    Leveraging AI to Keep Our Newsletter Crisp, Clever, and Compelling

    Once your newsletter blueprint is complete, optimization begins. Nate A/B tests sections and subject lines for maximum engagement. He crafts subject lines to drive readers to buried treasures below the fold. Though the above holds attention, compelling lower hooks ensure total reads.

    For curated content creation, Nate enlists AI's aid. He feeds it articles, prompting paragraph summaries for each section. The AI delivers raw materials to refine.

    Furthermore, to get more specific results you could feed the AI with your agency's stories and results and then ask for ideas for blog spots. With the right prompt, it can be an amazing tool to get your creative juices started and provide something you can then add to with your own words.

    Do You Want to Transform Your Agency from a Liability to an Asset?

    If you want to be around amazing agency owners who can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360. Our agency growth program enables you to take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

    26 min
  • Innovation and a Creative Problem-Solving Approach to AI with David Melamed | Ep #641

    How are you leveraging AI to increase your agency's productivity? Which tools are you currently using? Is there a new skill you'd like to master but don't know where to start? Artificial intelligence (AI) brings a new world of possibilities for agency owners that goes beyond just creating content. Today's guest shares his expertise in leveraging artificial intelligence with a problem-solving approach for marketing. He discusses the use of AI to optimize bidding algorithms and drive better results for multi-location brands. David also reflects on his journey into digital marketing, his impostor syndrome when it comes to being an agency owner, how he leverages AI to master new skills, and the impact the mastermind has had on his confidence.

    David Melamed is an entrepreneur and the founder of Tenfold Traffic. Even though he had very limited exposure to advertising, he describes himself as someone who was born to do marketing and pursued it from a young age. Much of what he was able to learn back then was through the blogosphere "sprinkled with a few doses of back-against-the-wall reality," he adds. Because of this, he loves to teach and help curious marketers make the smartest marketing investments possible. Currently, David's work focuses on wherever emerging technology meets marketing. For the past year, he's been focusing on the legal industry and helping brands close the loop in their marketing using automation to drive better results.

    In this episode, we'll discuss:

    • How to leverage AI beyond content creation.
    • Useful tools to help you master new skills.
    • The power of peer support to propel agency growth.

    Subscribe

    Apple | Spotify | iHeart Radio | Stitcher | Radio FM

    Sponsors and Resources

    E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service.

    The Revelation That Led to an Interest in Digital Marketing

    David's passion for marketing began bubbling at age 9 - when his pickle sale business got shut down by school authorities. But the seeds were planted.

    At some point, he dreamt about building shopping centers. However, a retail leasing gig unlocked a revelation: Brands just needed demographics, accessibility...and search engines. With this epiphany, David saw a future beyond shopping centers. He knew he needed to master digital marketing.

    But theory lacked application. When dream SEO jobs passed him over for experience, David spent two weeks absorbing everything he could on optimization, wowing in round two. Though still green, it was enough to get him his first opportunity.

    Leverage AI to Master New Skills with a Problem-Solving Approach

    With years of work in the marketing space under his belt, David has now moved to focus on the possibilities AI development brings for businesses. To him, AI has not really been a pivot from what he's been doing for years. For instance, he admits he's never been good at scaling a team, which is why he has resorted to scale with automation. "It was easier for me to master automation than finding a team of really awesome people and training them," he admits.

    Once AI came along, he wasn't sure about its potential but six months ago he decided to just dive into it. What could AI enable him to do that he couldn't do yesterday? Most people look for the low-hanging fruit to find ways to save time in content creation. What piqued David's interest was the possibility to dive into areas he couldn't before because he didn't have the expertise to use the tools himself. He's not a developer, but he now builds and runs software codes every day with the help of ChatGPT.

    In his experience, David is getting massive leverage on AI by just asking for help with things he doesn't entirely understand. To him, it's not about something he wants to delegate but rather needs help mastering.

    Experimenting at the Intersection of Creativity and AI

    David is a big believer in creating community and helping others with their projects whenever he can. One of the tools he uses all the time and highly recommends is Notion AI, which he uses to create all sorts of things, like a tool to help a 17-year-old entrepreneur with his dropshipping business. "AI today has what I call a last mile problem," he says. It gives you a great output but it still has limits and Notion is very versatile and quick. Though acknowledging limitations, David sees large language models replacing up to 30% of agency workflows through automation.

    Beyond workflow efficiencies, David engages in prompted experimentation to extract insights. Testing platforms like Prompt Meteus help him craft and perfect prompts for optimal results. And for both content and creative code, he leverages ChatGPT.

    For David, AI represents boundless potential - faster database builds, marketing strategy, competitive research, and more. He urges fellow marketers to tap into creative problem-solving through tireless trial and error. He's always looking for ways to leverage these tools in his benefit and finds this has made him ten times more creative than I ever was.

    The Power of Peer Support for Propelling Agency Growth

    There was a time when David couldn't get past mental blocks around his pricing and growth. This is why he finds it so important for agency owners to recognize these struggles. In his personal experience, joining Jason's mastermind helped him find a community where he felt appreciated and understood.

    The first time he attended an in-person meeting with agency owners and realized they all faced common struggles, such as imposter syndrome and self-sabotage. This helped him feel less alone in his journey.

    Now, David champions masterminds' exponential benefits for agency growth. The connections, accountability, and normalization reframe "failures" as shared struggles. And the price tag becomes a feature, not an expense; higher investment means greater engagement and outcomes for all.

    In the end, humans thrive supported, not alone. If agency life wears you down, find your people, join a mastermind, and watch obstacles transform into opportunities. You'll emerge healthier, wiser, and ready to reach the next level together.

    Do You Want to Transform Your Agency from a Liability to an Asset?

    If you want to be around amazing agency owners who can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360. Our agency growth program helps you take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

    30 min
  • Leverage AI for SMART Marketing Insights with Erik Huberman | Ep #640

    How are you planning to leverage AI for marketing insights? Want to know the best tools to utilize artificial intelligence in your agency? For years, we've known AI would revolutionize marketing through real-time insights and automation. However, for it to provide accurate insights and recommendations, it needs a comprehensive understanding of how a company is performing in relation to the overall market. Today's guest knew this was where AI was moving towards and decided to jump to the challenge of building a platform that would best utilize these developments for agencies. He'll share his journey from identifying AI as the future for agencies to years of failed attempts at development and finally finding the ideal partner to build his vision. He also talks about what he looks for in an acquisition and how he deals with burnout.

    Erik Huberman is the founder of Hawke Media, an outsourced CMO and marketing team that customizes data-driven, performance solutions to help launch, scale, and invigorate businesses. Check out Erik's previous interview, where he talked about setting financial goals, his marketing methodology, and his book, The Hawke Method.

    In this episode, we'll discuss:

    • Learning to align systems to talent.
    • Why he set out to leverage AI for marketing insights.
    • Can agency owners avoid burnout?

    Subscribe

    Apple | Spotify | iHeart Radio | Stitcher | Radio FM

    Sponsors and Resources

    Agency Analytics: Today's episode of the Smart Agency Masterclass is sponsored by Agency Analytics, an automated client reporting solution for marketing agencies. Go to agencyanalytics.com/smart to sign up for a 14-day FREE trial and see how life feels on the other side of manual reporting madness.

    Podcast Takeover!!

    Get to know your Smart Agency Guest Host: Dr. Jeremy Weisz is the co-founder of Rise25, an agency that helps companies launch and run podcasts profitably. He followed Jason's podcast and eventually joined the mastermind and has been a guest on the podcast before. Today, he's helping Jason bring something new to the Smart Agency podcast audience by interviewing a special guest and getting a new perspective to the show.

    Early Lessons on Aligning Systems to Talent to Boost Retention

    As an entrepreneur, Erik had started a few e-commerce companies and was unimpressed by the agencies he had worked with. He decided to form a small team that could assist his clients and quickly saw a positive response.

    Initially, he attracted people to work with him for a low base pay and a percentage of revenue. In his mind, the sky was the limit and any one of those workers could make a lot of money under that model. However, within six months most of them were gone. This is how he realized most people are not entrepreneurial and would rather have consistency over volatility.

    With this lesson learned, he pivoted to attract talent seeking consistency over shoot-the-moon potential. With the model adjusted, growth exploded and revenue was $1 million in their very first year. As expected, the growth percentage leveled off, but steady year-over-year expansion continued.

    Erik realized different motivations drive people. Some thrive on uncertainty, but most need security. Neither is right or wrong - smart leaders align systems to talent. Once he matched incentives to appetite, talent and growth flourished. Know your team and they'll drive you anywhere.

    Why You Should Stay Ready to Replace Irreplaceable Talent

    After starting several enterprises Erik learned you'll always be hiring and rotating key roles. Would it be ideal to find the perfect person who will stay for the next 30 years? Of course! However, life happens so now he stays ready to perpetually replace irreplaceable talent.

    Except one - his strategist-turned-president partner. So far, he's the only hire who came into the agency with an attitude of owning his work, treating it as more than just another job. He definitely earned the leap from employee to co-owner carrying that weight from day one. It's a decision Erik definitely doesn't regret.

    When it comes to building leaders, he has also learned the importance of dedicating more time to their training. "I used to just rush through meetings with my leaders," he admits. Now he prefers to spend time in the weeds with them and collaborate, instead of just expecting them to solve any problem that may come up.

    Building a Platform to Leverage AI for Marketing Insights

    Seven years ago, Erik had a meeting with Marcus Shingles and Peter Diamantes. They talked about rapid disruption and got to wondering about what was going to disrupt marketing agencies and what they do. At the time, Marcus and Peter thought it would be freelancers. Erik disagreed and leaned more toward AI as a disrupting force.

    In his opinion, AI would first offer insights into an agency's marketing channels to see what's working and what's not. At some point, instead of just telling you what wasn't working, AI would also offer to fix it for you in real time. Their response to his predictions was "Well, why don't you build that?" His company was young but he decided to jump at the challenge.

    Step one had to be data. He would need data from thousands of companies to educate an individual platform. Next, he focused on building a visualization platform that would do an automated audit to show companies how they're performing and where they can do better.

    Six long years later, the platform vision was still incomplete. Three failed tech teams couldn't deliver. Then he was approached by a dashboard developer who had the missing puzzle piece. Erik had the data and team; they had the tech. A partnership was born.

    Although slow, their collaboration clicked - seamless negotiations gave way to immediate execution. Today, they have over 2,000 customers and growing.

    Why No Acquisition Should Move Forward Without the Right Culture Fit

    For acquisitions, Erik seeks agencies that complement Hawke Media's core. Geographic fills, service expansions, strategic bolt-ons - any over $1M revenue with scale potential.

    He loves founder-led shops where Hawke's infrastructure can partner to rapidly expand capable teams 8-9X in just a couple of years. However, without cultural alignment, even winners go nowhere. So beyond financials and operations, Erik probes for shared values and vision. With those locked in, holding back becomes impossible. They nourish talent and stoke significant growth.

    In the end, systems may stimulate but only engage humans who are able to innovate. That's why no acquisition moves forward without the right cultural fit. The rest can be learned, but passion and purpose must already live within.

    Can Agency Owners Avoid Burnout?

    Before this year, Erik never understood the talk about burnout. He had never experienced it. Now that he has, he can only say it's inevitable, despite preparation and passion. Building a business is hard. Even someone like Mark Zuckerberg, who built one of the biggest companies of our generation, has to deal with stress and burnout. It won't always be butterflies and rainbows. Add that to the stress of the state of the world and, overall, mental health is not great for most adults right now.

    Personally, he prefers to put things in perspective because stress can affect your ability to function in your everyday life. Does this really matter? Is it worth so much stress? Is it worth compromising his health for? Other than that, he makes sure to meditate and exercise and informs himself to understand the market. Being very aware of the shifts in the economy, how they have historically played out, and how you can prepare for hard times can really help reduce the fears that come with uncertainty.

    Do You Want to Transform Your Agency from a Liability to an Asset?

    If you want to be around amazing agency owners who can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360. Our agency growth program helps you take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

    40 min
  • Embrace Mistakes & Be the Leader Your Agency Needs with Pilaar Terry | Ep #639

    Are you struggling to step into your own as an agency leader? Looking to rapidly grow your boutique agency? In this episode, our guest shares her journey as an accidental agency owner and how she has grown her boutique communications agency by over 75% in the past two years. She discusses the importance of focusing on the type of agency you want to be, the clients you want to work with, and the type of work you want to do. Pilaar also highlights the benefits of organic growth and embracing mistakes to empower your team. She shares some of her experiences having grown her boutique agency quite fast and the role that stepping into her own as a leader played in their success.

    Pilaar Terry is the managing partner and COO of POV Agency, a fully remote boutique communication agency that reimagines how PR is done and more importantly who it's done by. She and her partner built the agency on the belief that a varied, nuanced, and colorful perspective is a strength. Tune in to learn from Pilaar's experience and discover how you can achieve similar growth for your agency.

    In this episode, we'll discuss:

    • Growth by design and the importance of having a deliberate focus.
    • Prioritizing diversity and inclusion.
    • Allowing employees to learn by embracing their mistakes.

    Subscribe

    Apple | Spotify | iHeart Radio | Stitcher | Radio FM

    Sponsors and Resources

    E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service.

    Growth by Design: The Importance of Deliberate Focus

    Pilaar attributes her success to a deliberate focus on her desired agency identity, clients, and work. She and her partner have been in the agency business for 20 years, worked with tons of brands, and remained just people who do good work. This led to a lot of good word of mouth and referrals once they joined forces. However, a more intentional and strategic approach was necessary to reach their goals. By aligning their intentions with the type of agency they wanted to be, the clients they wanted to work with, and the work they wanted to do, they were able to achieve significant growth. She emphasizes the importance of creating a plan around your goals and intentions based on your vision. This was a key component in their success.

    Becoming the Leader Your Agency Needs

    One of Pilaar's biggest challenges while growing her agency was coming into her own as a leader. Basically, she struggled to find a balance between the needs of the company, the team, and herself as a leader. As the owner of a small agency with a handful of employees, she defaulted to putting her team's needs first. Of course, this is not necessarily a bad thing but it came to a point where it was to her detriment. She was taking on a lot of work not wanting to burn out her employees. Looking back, she knows she needs to learn to be a leader, delegate, and give constructive feedback.

    What was she afraid of? Coming from working at really big agencies and now owning a very small boutique business, Pilaar was afraid people wouldn't want to work at her agency. Any time someone chose her agency she felt grateful that they would take a chance on her. In reality, she was also taking a chance on them.

    At some point, she was no longer sure she had the team she wanted to grow the agency with, even though she had hand-selected each one. Thankfully, her agency started to invest in a really amazing partner that does team training and organization development. She realized she was hiring for the wrong reasons. Once she understood this, she came into her own as a leader.

    Prioritizing Diversity and Inclusion at Her Agency

    Working at bigger agencies helped Pilaar learn so much about structure, skills, and dealing with clients. However, she was consistently sidelined. By the time she became senior vice president, she hoped it was her time to have a voice and be valued. When that didn't happen, she wondered what she was doing there. This negative experience served as a catalyst and her motivation to create an agency where everyone's voice is valued. It fueled her desire to create an agency that prioritizes diversity and inclusion.

    At their current agency, the majority of the team consists of people of color, working parents, individuals in the military, neurodivergent individuals, and people from different sexual orientations. She aims to create an environment where individuals from diverse backgrounds and perspectives can contribute and be valued for their unique insights.

    Seeing Employee Mistakes as Agency Opportunities

    The feeling of not being valued motivated Pilaar to create a great culture at her agency, but she admits to sometimes swinging too far in the other direction. Not wanting to demotivate employees, she was operating off of what she didn't want to be. Instead, she should have embraced the type of agency she wanted to create. She was coddling her team and therefore getting in the way of them gaining experience.

    One of her biggest worries was that, as a smaller agency, her team would resent not getting the experience of handling big clients and big budgets. However, she eventually learned to lean on what made her agency unique and not focus on what they didn't have. This way, she was able to start guiding them toward the overall vision, let them make mistakes and learn.

    Agency leaders often feel a strong attachment to their reputation and may be hesitant to let others make mistakes. This fear can lead to micromanagement and hinder the learning process for their teams. Once she was able to shift this mindset and recognize that mistakes are opportunities for growth and learning, she was able to create a culture of continuous improvement and development.

    Why You Should Embrace Mistakes

    Pilaar encourages agency owners to allow themselves to make mistakes because she wishes somebody had told her. In the end, of course, everyone makes mistakes. It's inevitable and you will learn from it. Mistakes can also be an opportunity to restart and it's okay to embrace that.

    Do You Want to Transform Your Agency from a Liability to an Asset?

    If you want to be around amazing agency owners who can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360. Our agency growth program helps you take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

    19 min
  • Become a Part of an EcoSystem of Ready-to-Go Agency Business | Ep #638

    What is the key to unlocking strategic partnerships in order to grow your agency? Wondering how to identify promising collaboration opportunities? The most mutually beneficial strategic agency partnerships are with tangential agencies that align in vision and share in collaboration. Today's guest has great insight and information about what the most successful agencies are doing to find the best partnerships to grow. Learn how to identify and approach high-potential partners hungry for help only you can provide.

    Alex Glenn is the founder & CEO of Partner Programs Inc., a parent company that operates Partner Program Collective, Agency Partners Collective, and Partner Hub, a platform built for agencies who want to find and manage their partnerships. Overall, Partner Programs Inc. works as an ecosystem that offers community support and training services for both sides of the partnership equation. Alex will offer his unique perspective on how agency owners are using partnerships to grow their businesses and the things they should avoid to protect their agencies.

    In this interview, we'll discuss:

    • Which partnerships offer the most growth for agencies?
    • What you should be looking for in a strategic partner.
    • A trap you should avoid at all costs.

    Subscribe

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    Sponsors and Resources

    Agency Analytics: Tired of endless manual reporting in order to show your clients the value your agency delivers? It's time to check out AgencyAnalytics, the best automated client reporting solution for marketing agencies. Try it for FREE for 14 days when you head over to AgencyAnalytics.com/Smart and sign up. It's time to see how life feels on the other side of manual reporting madness!

    How You Should Be Using Strategic Agency Partnerships to Grow

    According to Alex, the past five years have seen a whirlwind of partnership experimentation as strategies trickle from tech giants down to digital agencies. But what options offer the most growth for agencies today?

    1. E-commerce. E-commerce has historically been ahead of the curve in terms of software and in the agency world. Usually, e-commerce brands know they have a short window to either make it or land on their face once they launch. To make the most of their go-to-market, they need strategic partnerships.Typically, they'll go for agencies that already have a channel of influencers, past products they've brought to market, and partners that will help increase the reach of that go-to-market. These are agencies that can almost guarantee success.
    2. Niche agency. After e-commerce, the typical agency partnership would be a niche agency that has demand for software, web development, etc. These agencies are so niched down that partner agencies know they won't have to worry about them cannibalizing their service offering.

    Across categories, Alex sees partners thriving by playing to niche strengths versus chasing full-service breadth. As competition stiffens, agencies build leverage, mitigate risk, and open new doors through collaboration. The future for agencies favors focused vision and allies rather than being isolated and siloed.

    What Should You Be Looking for in a Strategic Partnership?

    Picking partners requires savvy calculation. Alex says sometimes white labels can still drop balls, leaving you to blame. To reduce this risk, get in the habit of referring at least three partners to a client. If it all goes south, you can argue you provided two other good options they didn't pick. You should also keep track of your referrals. If the referrals are only flowing one way, it's time to find another partner.

    Ultimately though, it boils down to your core offerings - that's the magnet attracting partners. For example, if you're a boutique creative agency, supplement with tech partners in ecosystems granting access to ready-to-go business. Even creative-focused agencies should dip into these pools of opportunity.

    Initial referral wins, when reciprocated, start an upward spiral of exponentially increasing referrals. But don't waste time on partners not returning the favor. Alex sees this optimization process as the path to bigger contract proposals. So choose allies wisely, perfect your craft, and integrate into collaborative ecosystems. Then watch the referrals and opportunities multiply.

    Avoid this Common Trap at All Costs

    About 90% of agencies have around 20 employees and sit in a creative niche category. If this is your case, you should be looking for strategic alliances with tech partners. However, if your business is based on word of mouth and referrals, you're basically very vulnerable.

    Some big agencies will find agencies in that 90% and white label the heck out of them. It's often the case that for those smaller agencies, the majority of their business is coming from this big agency partner. If you're a smaller agency and your partner says "I want to buy you" you'll of course be very excited. That is, until they want to lower the price arguing they're your entire source of business. At this point, your valuation gets slashed and now you're not making nearly the amount you expected to make.

    Avoid the trap of having all your eggs in one basket. Vet relationships to ensure no single client consumes most of your time and resources. Monitor for hostile takeover risk where one buyer makes demand overly burdensome.

    Instead, scale smartly via a three-pronged strategy: strategic partners, complemented byinbound and outbound approaches. Diversity eliminates overexposure so no single source can cripple you if compromised.

    With balance, patience, and calculated growth, agencies gain resilience against predatory relationships. Don't sacrifice long-term health for short-term hypergrowth at any cost.

    Do You Want to Transform Your Agency from a Liability to an Asset?

    If you want to be around amazing agency owners that can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360. Our agency growth program enables you to take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

    26 min
  • Fostering Strong Agency Client Communication to Navigate Hard Times with Anatoliy Labinsky | Ep #637

    Do you want to learn strategies for overcoming obstacles and fixing mistakes? Interested in fostering strong agency client relationships through communication? Today's guest shares his journey discovering e-commerce and the strategies that helped him scale his agency under extreme circumstances. He recalls some of his struggles identifying and fixing mistakes. He also shares his gratitude for clients who recognize the process of enhancing an online business requires time and effort. Overall, he encourages communication and education between agencies and clients to foster a mutual understanding of the work being undertaken and the value it brings.

    Anatoliy Labinsky is the founder of Golden Stream Media, an e-commerce growth agency that helps generate 6 and 7-figure results for their clients. In just five years, he went from waiting tables to being a successful business owner. As part of his model, he gives away some of his secrets and shares his formulas and ad templates so anyone can plug and play his winning ads.

    In this episode, we'll discuss:

    • The importance of mentorship learn from early mistakes.
    • How clear client communication and understanding leads to success.
    • How radical transparency can fuel your agency's growth.

    Subscribe

    Apple | Spotify | iHeart Radio | Stitcher | Radio FM

    Sponsors and Resources

    E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service.

    How Mentorship Helped Turn Failures into a Multi-Million Dollar Agency

    Anatoliy has had his share of failures early in his career. His journey is certainly not one of overnight success. In fact, finding the right path was initially challenging and he felt lost. In August 2017 living in Dubai and actively seeking opportunities, he had an "aha moment" after discovering the potential of e-commerce and Facebook advertising. Intrigued by this concept, he wanted to dive deeper into these areas and understand how they could be leveraged in business. This is where his journey in e-commerce and his first failure both began.

    He launched his first store and soon lost everything he had, from his main job to his part-time jobs and savings. Nothing seemed to work. Looking back, he wasn't really looking at KPIs and tracking didn't understand what wasn't working and why.

    Luckily, in January 2018 he met his mentor. By this time, he owned money and had several part-time jobs, but kept investing in his dream. "I was addicted" he admits. He invested $47 on each coaching call with his mentor and quickly started to realize everything he was doing wrong.

    Following his coach's advice, he made his first $8,000 in the first fifteen days of working together.

    When Client Communication & Trust Trumps Early Struggle

    Anatoliy's successes started with My Kitty Cat Store and some fashion, health, and beauty stores. He was one of the first to make a health product store to alleviate back pain, which presented the opportunity to scale without much competition. From the ad perspective, it was super simple. They got results without doing any detailed research and found an audience. There was no need for storytelling and long copy explaining its benefits. A picture of the product and a short and to-the-point headline did the trick.

    On the other hand, he also had some difficult campaigns that took up to seven months to start showing results. It's been one of the hardest projects they've done considering there were zero results for the first months. They tried several creative solutions without seeing many sales. The most surprising thing for Anatoliy was seeing the client stuck with his agency throughout the struggles. She was very appreciative of all the effort they were putting into her business and, ultimately, could see they were getting better results than she'd gotten for herself in three years. Finally, seven months later, they found the right formula and jumped from zero sales to $27,000 in sales.

    Anatoliy knew it was a matter of finding the right combination of mastering the algorithm, having the right creatives, and finding an audience. In the end, it was his team's hard work and the client's trust that got them over the number one hurdle for any online business, which is clients solely focusing on the money spent on advertising. There's extensive behind-the-scenes work required to implement changes and enhance online business and not fully comprehending this will lead to giving up on projects that can prove to be very profitable.

    Staying the Course and Growing with a Mostly Ukraine-Based Team

    Anatoliy's agency is now US-based but part of his staff is in Ukraine, which has of course presented unique challenges in the last couple of years. Overall, he's very happy they've all risen to the occasion in the face of unique difficulties. The team has managed to stay focused on their work and not be consumed by external circumstances.

    Although initially concerned about potential repercussions for his business, Anatoliy feels very grateful they've been understanding of the situation. Clients have demonstrated patience and were even willing to pause projects, which was surprising for him. However, it wasn't necessary because the team was willing to do whatever it took to continue working as usual. Even in the case of straining circumstances like power outages, they've been able to work using generators. It may sound extreme, but the team saw work as a distraction from everything going on around them. The effort was so successful that some clients didn't even notice the challenges his team faced. They all went above and beyond to reassure clients that they would continue working despite the challenging circumstances.

    How Radical Transparency Fueled This Agency's 8-Figure Success

    Every agency owner has their own secret formula they keep close to their chest. It's the result of years and years of work and people are not usually as eager as Anatoliy to share them. For his part, he's convinced that sharing as much as he can will help him succeed. It's the vision his mentor helped him create when he was just starting out.

    He believes he'll never have a problem finding clients or escalating your success as long as he shares his knowledge and, therefore, gets a reputation as an authority in this field. In fact, he insists this has helped them get over the 8-figure mark.

    Do You Want to Transform Your Agency from a Liability to an Asset?

    If you want to be around amazing agency owners who can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360. Our agency growth program helps you take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

    32 min
  • How to Master Boundaries Without Compromising Agency Growth with Caitlin Copple | Ep #636

    Are you looking to grow your agency fast while maintaining a work-life balance? Eager to start mastering boundaries without compromising growth? Today's guest talks openly about growing her agency to over $1 million while fiercely protecting her personal life by establishing clear boundaries. She highlights the ongoing need for self-awareness to identify where these boundaries may be "leaky" and the importance of having people on the team who understand the challenges you face. Learn tangible tactics for aligning your agency's growth with your personal well-being.

    Caitlin Copple is the owner of Full Swing Public Relations, a PR agency with a mission to help leaders be seen and sought after so they can reclaim their power and build the platform they need. She describes herself as an unlikely agency owner who was able to grow her agency over the million-dollar mark in less than four years. Once this milestone was cleared, she realized the power of small business owners to change the world and was ready to tackle new challenges.

    In this episode, we'll discuss:

    • Working smarter and thinking about future acquisition.
    • Aligning agency growth with team well-being.
    • Building self-aware leadership.

    Subscribe

    Apple | Spotify | iHeart Radio | Stitcher | Radio FM

    Sponsors and Resources

    Agency Analytics: Tired of endless manual reporting in order to show your clients the value your agency delivers? It's time to check out AgencyAnalytics, the best automated client reporting solution for marketing agencies. Try it for FREE for 14 days when you head over to AgencyAnalytics.com/Smart and sign up. It's time to see how life feels on the other side of manual reporting madness!

    Learning About Limits as an Agency Owner

    After a decade in marketing, Caitlin took the leap to start her agency, while still young enough to risk but seasoned enough to succeed. Exceeding her initial goal to match her salary in five months, she researched the industry, motivated to overcome dismal stats for women-owned agencies.

    Caitlin credits mindset as instrumental in confronting the challenges of scaling. It's a word that gets tossed around a lot in the coaching world but there's also truth to that. We all have an idea of what we can achieve and there's something about growing a business that helps you constantly expand that vision. That's part of what she enjoys about the ride.

    Moreover, once you can generate revenue on demand, you can start setting the parameters for your life. And as someone who really values her freedom, she has really enjoyed that part of being a business owner.

    Working Smarter and Preparing the Agency for Possible Future Acquisition

    For Caitlin and her business partner, there was always a line in the sand regarding what they were willing to do to succeed. Working long hours and sacrificing time with family was never an option. After all, running an agency was supposed to free up their time to focus more on family. They even make sure to take five consecutive days off without cell phones or checking emails.

    Therefore, the decision was made early on to try to work smarter and not necessarily harder. They sought to staff up, even though that meant their margins would be smaller. They built the agency with a very clear alignment around What's a number that would make this journey worth it? And where did they need to be in the next years to ensure the agency's position provides options? They're making sure they're prepared for the future, including the possibility of being acquired by somebody who shares their values.

    More recently, after making that early investment in operations, they've been documenting SOPs. This way, they aim to run the business more effectively and be prepared for a future sale. They started this in 2021 and have so far documented everything from onboarding to how to approach a press release.

    Being very intentional about these values has helped them build the type of business they'd want to work at while still creating opportunities for their future.

    Mastering Boundaries with Agency Growth Through Policy

    Having people on your team who are going through the same challenges as you can be a great support for your growth. This is why Caitlin and her partner work so well as a team. They both understand the importance of drawing a hard line on what you're willing to sacrifice for the business. In this sense, their partnership works a lot better than partners with big age gaps who are not in the same place in life.

    As to their team, their agency attracts a lot of working moms wanting to be part of this boundary-honoring culture. Flexible policies, paid parental leave, instant healthcare - each perk affirms their commitment to work-life wellness. By living their values, they continue building a team as dedicated to family as success.

    Building Self-Aware Leadership by Establishing Clear KPIs

    Caitlin has made her share of hiring mistakes. To be fair, she also admits she wasn't the best leader sometimes but has continued to grow and learn. Improving your leadership skills will take both humility and confidence. For her part, Caitlin recommends investing in your own self-awareness, whether paying for business coaches or whatever works for you. "It never stops," she says; you'll always be on a journey of self-improvement so you can show up for your organization.

    How did these bad hires turn out? Unmotivated workers are not hard to spot in a remote agency. They have systems to track productivity. Anyone who is not self-motivated and committed to following the processes will not succeed.

    Caitlin also tends to hire friends and has had mixed experiences with this practice. However, getting comfortable with having hard conversations and setting up clear parameters helps navigate those relationships. It's important to set up clear expectations and boundaries from the beginning.

    Having KPIs for the business and for each employee will remove the personal aspect from the relationship. This way, it becomes about data, not feelings, removing personal biases.

    Do You Want to Transform Your Agency from a Liability to an Asset?

    If you want to be around amazing agency owners who can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360. Our agency growth program enables you to take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

    20 min
  • Why the Best Way to Harness AI is Through Agency Data with Bryan Trilli | Ep #635

    Are marketers going to be replaced by AI? Do agencies need to embrace AI to survive and thrive? How can data optimization maximize AI results? Our guest today discusses the impact of AI on the agency world and shares his insights on how AI is outperforming marketers and the opportunities it presents for agencies. With the rise of AI, many agencies may not survive but those that adapt and embrace AI will thrive. In this episode, you'll learn more about the future of AI in the agency industry and how data will make all the difference in the results you get using AI for your agency clients.

    Bryan Trilli is the owner of Optimized Marketing, an agency specializing in lead gen for franchises. He describes himself as a serial entrepreneur with businesses in five different industries, including one that trains AI to understand images and video. Bryan is a big believer in the power of AI and will discuss some tools agencies should already be using and talk about how some of these systems can get results faster than marketers would've dreamed of years ago.

    In this episode, we'll discuss:

    • How AI is doing a better job than most marketers.
    • AI applications for your digital agency.
    • Using AI to interpret agency data.

    Subscribe

    Apple | Spotify | iHeart Radio | Stitcher | Radio FM

    Sponsors and Resources

    E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service.

    An Accidental Agency Owner Who Got Pulled into the Agency World

    More than being an accidental agency owner, Bryan recalls it as being forced into the business. Back in 2008, he owned a brick-and-mortar business and had to meet with agencies to work on advertising. However, he got the sense the agencies didn't quite know what they were doing when it came to digital marketing. He didn't want them to just "figure it out as it goes" and decided to handle his company's digital marketing himself.

    A few years later, he sold that business and suddenly found himself helping some friends with their digital marketing. This is where his agency journey officially began.

    How is AI Doing Better than Most Marketers

    Are most people aware of the many applications of AI for agencies? Sam Woods, writer of a newsletter called the Bionic Marketer, an incredible AI resource, developed software that can build an entire marketing campaign with just a few prompts. Unfortunately, this tool is not available to the public but it may give you an idea of what you should all be doing with AI. It provides copy, landing pages, ads, and more, all ready to use. It may sound too good to be true and it gets better. Sam has been using this tool for years for a bunch of companies and assures that it beats the control in 100% of cases. Even at 70% it would be amazing, but 100% is truly mindblowing, considering it's just ten minutes of work.

    Developments like this cause a lot of talk and spread fears that AI is here to replace us all. In truth, we're not at a point where AI will replace you, but people who know how to use AI will. How can agency owners get ahead of this? For Bryan, as long as you're staying informed and know what's coming, you'll stay ahead of the people not paying attention.

    AI Applications You Should Be Using Right Now

    One of the most widely known AI tools is ChatGPT. With ChatGPT, you can significantly enhance email and marketing copy by providing specific advice based on data. Effective use of AI for marketing campaigns will require a specific target audience in mind when developing email or marketing copy, rather than relying solely on average data. By inputting the data into ChatGPT and asking targeted questions, the tool can provide valuable insights and recommendations for improving the copy.

    There are so many pieces that can be automated with AI. Some tools can transcribe videos and meetings, enabling easy reference and information searching. You can also use AI to convert spoken content into text. The transcriptions can then be fed into the tool, which can efficiently search and summarize the information. This can ensure efficient retrieval of information whenever needed. These transcripts and search capabilities have wide-ranging applications across all aspects of a business.

    How Marketers Have Gotten Better in Their Use of AI

    Until a few months ago, most people were using AI as an idea generator. Little by little, people have been getting better at using AI and training it to best serve their interests. To get the best input out of a tool like ChatGPT, you'll need to ask clear and specific questions. By providing context about the data and its purpose, such as for an email campaign, the tool can effectively enhance the copy. Additionally, you can establish a direct connection and feed with ChatGPT to automate the feedback process and continuously update the copy based on new data.

    When it comes to internal use, Bryan and his team fed their internal data on standard operating procedures into an AI tool. With this, they can ask questions like "What's the value we assign to a call?" And it will go through all that data to find the answer. This is just an example of how using AI can be much more efficient for an agency than going through all their data to find an answer. Overall, it goes beyond helping you create better ads, every aspect of your business could be improved by the use of AI.

    Staying Ahead of the Curve by Using AI to Interpret Agency Data

    As much as you can, stay aware of the world of AI and how it is continually changing. Becoming an average AI user will help you be aware of the things that no longer work. Bryan recommends seeing it as a continuous thought experiment. He is currently looking at the type of data agencies keep based on the questions they ask in each client meeting and how that data could be used to create an interface that can interpret the data. It's all about how you're using all this data you have from each client. How can it help you improve your ads and targeting? Can it also help you give more detailed reports? Clients don't only want to know about the number of leads generated and the cost per lead. They want to know what to do with that information. How does it compare with last year's data? With last month's data? If Facebook is working better, what parts of the Facebook ads are working better?

    Ultimately, Bryan believes that agencies that use AI to its full potential will develop their own tech stack. Essentially, don't only use off-the-shelf stuff. Connect all these AIs in a way that's unique to your agency and feed it first-party data. Your data is a huge asset and if you're asking the right questions it'll be very specific to your business. Understanding how to use this value will make all the difference in the type of output you'll get from AI.

    Do You Want to Transform Your Agency from a Liability to an Asset?

    If you want to be around amazing agency owners who can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360. Our agency growth program helps you take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

    23 min

About Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies

From the publisher's feed

Growing an agency is very difficult, and you might feel unclear what to do next in order to grow and scale your agency. The Smart Agency Masterclass is a weekly podcast for agencies that are wanting…

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