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In this episode of the Agency Builders podcast, Logan Lyles and Michael Davern discuss a challenging experience faced by Davern's agency, Incept, with a startup health plan client. They explore the initial success, the impact of leadership changes, and the lessons learned about client dependency and the importance of strategic partnerships. The conversation emphasizes the need for agencies to adapt their approach to client relationships and to prepare for potential churn in revenue. In this conversation, Michael Davern and Logan Lyles discuss the evolution of agency-client relationships, emphasizing the importance of client discovery, strategic planning, and the need for agencies to focus on long-term success rather than just immediate outputs. They explore the significance of owning data, building communities, and aligning marketing efforts with sales cycles. The discussion also touches on the role of AI in agency operations and the importance of prioritizing client needs and outcomes.

Connect with the co-hosts of Agency Builders:

• Jay Owen
• Tyler Pigott
• Cassie Shea
• Logan Lyles

Love this content & want to connect with the community?

• Join us for the Annual Agency Builders Retreat (March 26-28th, St Augustine, FL)
• Send a LinkedIn message to Logan to get your invite to the invite-only Agency Builders Community

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• Check out our friends at VideoScale. Use promo code BUILDERS to get 10% off your first month!

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Resources from today's episode:

1. Watch the Video Recording (or share with your team)
2. Download the Slides (Hierarchy of Financial Needs & Margin Triangle)
3. The Life Cycle of Agencies
4. 2024 End of Year Guide by Upsourced

Connect with the co-hosts of Agency Builders:

• Jay Owen
• Tyler Pigott
• Cassie Shea
• Logan Lyles

Love this content & want to connect with the community?

• Join us for the Annual Agency Builders Retreat (March 26-28th, St Augustine, FL)
• Send a LinkedIn message to Logan to get your invite to the invite-only Agency Builders Community

Could white-labeled video editing services help scale your agency?

• Check out our friends at VideoScale. Use promo code BUILDERS to get 10% off your first month!

Send us a text

In this conversation, Logan Lyles and Kyle Duford discuss the challenges and transformations within agency culture, focusing on the importance of grace in leadership and the unique needs of the new workforce, particularly Gen Z. They explore how fostering a supportive environment can lead to happier employees and better client outcomes, while also addressing the mental health challenges faced by younger generations. In this conversation, Logan Lyles and Kyle discuss the evolving needs of the workforce, particularly focusing on Gen Z. They explore the importance of trust, empathy, acceptance, and vulnerability in creating a supportive work culture. Kyle shares insights on how to balance transparency with accountability in leadership, emphasizing the need for education and understanding in the workplace. The discussion highlights the significance of rituals and recognition in fostering a positive environment, ultimately aiming to equip leaders with the tools to support their teams effectively.

Takeaways

• Agencies often struggle with toxic cultures that need transformation.
• Grace in leadership can significantly impact employee morale.
• The new workforce, especially Gen Z, has unique needs and challenges.
• Creating a supportive environment leads to better client outcomes.
• Employee happiness directly correlates with client satisfaction.
• AI cannot replicate the unique human experiences of employees.
• Understanding generational differences is crucial for effective leadership.
• Empathy allows leaders to understand their team's struggles.
• Rituals create a sense of belonging and community.
• Vulnerability encourages openness and growth among team members.
• Transparency builds trust but requires careful communication.
• Education is key to bridging generational gaps in the workplace.
• Balancing work-life schedules is crucial for mental health.
• Creating a supportive culture can lead to better productivity.
• Leaders must adapt their communication styles to meet the needs of younger generations.

Connect with the co-hosts of Agency Builders:

• Jay Owen
• Tyler Pigott
• Cassie Shea
• Logan Lyles

Love this content & want to connect with the community?

• Join us for the Annual Agency Builders Retreat (March 26-28th, St Augustine, FL)
• Send a LinkedIn message to Logan to get your invite to the invite-only Agency Builders Community

Could white-labeled video editing services help scale your agency?

• Check out our friends at VideoScale. Use promo code BUILDERS to get 10% off your first month!

Send us a text

In this episode of the Agency Builders podcast, Logan Lyles speaks with Linda Hafstad, partner and CEO of Ekte Media, about the evolution of their agency, the importance of foundational marketing strategies, and how to effectively navigate client conversations. Linda shares insights on operational shifts within the agency, building a lean team with freelancers, and maintaining a high client retention rate. The conversation also covers the significance of vetting and onboarding freelancers, managing expectations, and the importance of communication in agency-client relationships.

Takeaways

• Ekte Media evolved by focusing on foundational marketing strategies.
• Cutting services to two main offerings improved client results.
• Effective client conversations start with understanding their past experiences.
• A lean team model can lead to higher client retention rates.
• Vetting freelancers is crucial for maintaining quality and culture fit.
• Emergencies are expected, but so is communication from team members.
• Building relationships over cold outreach is key to agency growth.
• Project-based pricing can lead to more consistent revenue.
• Setting clear expectations helps avoid operational challenges.
• Continuous value delivery fosters long-term client relationships.

Connect with the co-hosts of Agency Builders:

• Jay Owen
• Tyler Pigott
• Cassie Shea
• Logan Lyles

Love this content & want to connect with the community?

• Join us for the Annual Agency Builders Retreat (March 26-28th, St Augustine, FL)
• Send a LinkedIn message to Logan to get your invite to the invite-only Agency Builders Community

Could white-labeled video editing services help scale your agency?

• Check out our friends at VideoScale. Use promo code BUILDERS to get 10% off your first month!

Send us a text

In this episode of the Agency Builders Podcast, Logan Lyles, Tyler Pigott, and Jay Owen discuss the complexities of project management within agencies. They explore the challenges of scoping projects accurately, the importance of effective client communication, and strategies for maintaining project timelines. The conversation also introduces the concept of a 'pause clause' to manage client responsiveness and emphasizes the need for strong partnerships between agencies and clients to ensure successful project outcomes.

Takeaways

• 68% of agencies struggle with scoping projects accurately.
• Implementing a paid discovery phase can improve project outcomes.
• A pause clause can help manage client responsiveness effectively.
• Tracking time and project details can prevent budget overruns.
• Productizing services can streamline project management.
• Setting hard deadlines helps keep projects on track.
• Incentivizing teams can improve project efficiency.
• Misplaced expectations often lead to relational strife.

Connect with the co-hosts of Agency Builders:

• Jay Owen
• Tyler Pigott
• Cassie Shea
• Logan Lyles

Love this content & want to connect with the community?

• Join us for the Annual Agency Builders Retreat (March 26-28th, St Augustine, FL)
• Send a LinkedIn message to Logan to get your invite to the invite-only Agency Builders Community

Could white-labeled video editing services help scale your agency?

• Check out our friends at VideoScale. Use promo code BUILDERS to get 10% off your first month!

Send us a text

In this episode of the Agency Builders podcast, Logan Lyles interviews John Ghiorso, who shares his journey from founding and exiting Orca Pacific to launching five new agencies in two years.

John discusses the challenges and philosophies behind his ambitious plans, emphasizing the importance of operationalizing delivery and growth. He provides insights into creating systems that enhance client satisfaction while avoiding common pitfalls like scope creep and commoditization.

The conversation highlights the balance between maintaining operational efficiency and fostering strong client relationships, ultimately aiming for healthy delivery margins. In this conversation, John Giorso and Logan Lyles delve into the intricacies of agency-client relationships, addressing common challenges such as scope creep and the importance of setting boundaries. They explore innovative pricing strategies, particularly performance-based pricing, that can foster better client relationships.

The discussion shifts to operationalizing growth through effective marketing strategies, with a focus on leveraging LinkedIn and outbound marketing. They also touch on the transformative impact of AI on agency work and the necessity for agencies to adapt to these changes. The conversation concludes with rapid-fire insights on recommended tools and community engagement.

Takeaways

• Operationalizing delivery is essential for scaling.
• Quantifying client satisfaction helps prevent churn.
• Avoid over-optimizing processes to maintain creativity.
• Time tracking is crucial for understanding workload.
• Client feedback should be gathered regularly & live on calls.
• Documenting out-of-scope requests helps manage expectations. Most scope creep is not due to client malice.
• It's always the agency's responsibility to set boundaries.
• Performance-based pricing can incentivize agencies to do more.

Connect with the co-hosts of Agency Builders:

• Jay Owen
• Tyler Pigott
• Cassie Shea
• Logan Lyles

Love this content & want to connect with the community?

• Join us for the Annual Agency Builders Retreat (March 26-28th, St Augustine, FL)
• Send a LinkedIn message to Logan to get your invite to the invite-only Agency Builders Community

Could white-labeled video editing services help scale your agency?

• Check out our friends at VideoScale. Use promo code BUILDERS to get 10% off your first month!

Send us a text

In this episode of the Agency Builders Podcast, host Logan Lyles is joined by co-hosts Cassie Shea, Jay Owen, and Tyler Pigott to discuss various aspects of running an agency. They explore agency advice regarding partner programs, the importance of differentiation, and the Entrepreneurial Operating System (EOS). The conversation also delves into effective goal-setting strategies, emphasizing the need for a structured approach to achieve business objectives. The hosts share insights from their experiences and encourage listeners to engage with the agency builders community.

Agency Advice: How should agencies evaluate partner programs to join?

• Pete Caputa's post
• Logan's follow up post

Digging Into the Data: How often are agencies running on EOS?

Conversations from the Community: If you haven't read Traction by Gino Wickman, what are you waiting for?!


Takeaways

• Agencies should focus on differentiation beyond just reselling for commission.
• Understanding the win-win in partnerships is crucial for success.
• Having a system to measure progress is essential for any agency.
• Breaking down goals into smaller, manageable tasks can enhance productivity.
• Profitability should be prioritized over top-line revenue growth.
• Strategic partnerships should align with the customer journey.
• Regularly reviewing numbers can lead to better business decisions.
• Setting clear, specific, and measurable goals is vital for traction.
• Incorporating AI into agency operations is becoming increasingly important.
• Community engagement can provide valuable insights and support for agency builders.

Connect with the co-hosts of Agency Builders:

• Jay Owen
• Tyler Pigott
• Cassie Shea
• Logan Lyles

Love this content & want to connect with the community?

• Join us for the Annual Agency Builders Retreat (March 26-28th, St Augustine, FL)
• Send a LinkedIn message to Logan to get your invite to the invite-only Agency Builders Community

Could white-labeled video editing services help scale your agency?

• Check out our friends at VideoScale. Use promo code BUILDERS to get 10% off your first month!

Send us a text

In this conversation, Logan Lyles and Cassie Shea discuss the importance of leveraging time, money, and energy for agency growth. They introduce the Resource Triangle framework, emphasizing the need for personal development alongside business growth. Cassie shares insights on how to avoid becoming a bottleneck in business, the significance of accountability, and the power of weekly sprints to achieve goals. The discussion highlights the balance between productivity and personal well-being, advocating for a disciplined approach to creativity and energy management. In this conversation, Logan Lyles and Cassie Shea explore the importance of time management for agency owners, emphasizing the need for a structured approach to balancing energy, revenue, and productivity. They discuss the concept of 'dabble time' for creative exploration, the significance of conducting time studies to understand personal productivity, and the hierarchy of decision-making in business operations. Cassie shares practical steps for effective time tracking and highlights the elegance of simplicity in systems for sustained growth. The episode concludes with rapid-fire insights on tools and recommendations for agency owners.

Takeaways

• Business is the best vehicle for personal development.
• How the CEO often becomes the bottleneck to growth.
• Time is the first currency that powers your business.
• Energy management is crucial for success.
• We often confuse being busy with being effective.
• Identifying high leverage priorities is key.
• Weekly sprints can lead to significant growth.
• Blocking out dabble time can enhance energy and revenue.
• Conducting a time study reveals how time is truly spent.
• Data-driven decisions are crucial for effective time management.
• The hierarchy of decision-making should be system, process, team.
• Using tools like Toggl can streamline time tracking.
• Two weeks of data collection provides more accurate insights.

Connect with the co-hosts of Agency Builders:

• Jay Owen
• Tyler Pigott
• Cassie Shea
• Logan Lyles

Love this content & want to connect with the community?

• Join us for the Annual Agency Builders Retreat (March 26-28th, St Augustine, FL)
• Send a LinkedIn message to Logan to get your invite to the invite-only Agency Builders Community

Could white-labeled video editing services help scale your agency?

• Check out our friends at VideoScale. Use promo code BUILDERS to get 10% off your first month!