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

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Would you ever walk away from a "dream job" to start over from scratch? And if you've spent years building a career inside big brands, does it ever feel like it might be too late to launch your own agency? Most people talk about leaving their corporate job to chase something bigger. Very few actually do it, and even fewer jump without a parachute. Today's featured guest is one of those rare ones. After nearly two decades leading social, content, and influencer teams for household brands, he walked away from his so called dream job to start his own shop without any safety net. Today, he calls himself a brand guy who happens to own an agency. Eric Gray is the owner of Maverick Content Studio, a twelve person, social-first agency for Fortune 500 brands. After a long and successful career in corporate, where he spent eighteen years building high performing social and content teams for companies like Universal Parks & Resorts, Eric realized he did not want the future he saw in front of him. He left Universal with two months of savings and zero clients. His story is a blueprint for leaders wondering whether to leave corporate and build something of their own Today his team works with brands like Advent Health, Winn-Dixie, and Travel + Leisure, helping them build audience, loyalty, and relevance through social-first content. In this episode, we'll discuss: Why target Fortune 500 brands? Why most agencies fail at building their own brand. Leaning on the power of personal brands. The hardest challenge of growing a young agency. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Walking Away from the Corporate Dream Job At age forty-one, Eric had success on paper but a growing dissatisfaction in real life. He was leading big teams, holding a prestigious role, and doing work others envied. But he felt stuck inside a corporate machine that limited purpose and impact. Although he's thankful for the time he spent in that world, he didn't believe he was living his full purpose inside an organization with lots of bureaucracy. With the support of his family and his pastor, Eric decided he didn't want to get to his later years wishing he had taken more risks and took the jump to find out what could happen if he bet on himself. Leaving was messy, scary, and absolutely not the playbook move. No freelancing ramp up. No contracted clients. It was no tidy transition. Yet he trusted that his experience and network would open the next chapter. Looking back, it did. Why Target Fortune 500 Brands? Most new agency founders start small. Eric went in the opposite direction. He targeted enterprise brands from day one because that is where his expertise lived. He had already built the blueprint inside Universal Parks & Resorts and believed he could help other brands treat social as more than an afterthought. Eric knew many enterprise brands still underinvest in social. They focus on one big campaign or hero asset while ignoring the loyalty and connection that is built through consistent storytelling. His agency's entire model revolves around what he calls the connection strategy. It is the belief that brands win when they create emotional relevance around the stories customers already care about. Furthermore, large brands have large scopes, which also means you do not need forty clients. You just need the right five. That became a core advantage as they started growing. Building the Early Client List Through Relationships Eric did not cold call or blast DMs. He leaned into what he had spent years building. A strong network with strong relationships. Most of their early clients came from people who had worked with Eric before, or from friends of those people inside other major brands. Big companies talk to each other more than you think. This doesn't mean it was easy for them. They still have a lot of work to do to break through. But if you invest in your network before you need it, it becomes your biggest shortcut when you step into entrepreneurship. Why Most Agencies Fail at Building Their Own Brand But Eric points out that almost no agencies truly build their own brand. They hide behind their walls and hope referrals save them. Others talk about themselves, focusing mainly on their people, process, and portfolio. Meanwhile they tell clients to produce consistent content, invest in story, and build an audience. When Eric launched Maverick, he refused to be another guy who leaves a corporate job and posts the generic LinkedIn announcement. He started building his personal brand alongside the agency's brand from day one, and worked with his wife to make his agency look and feel much larger than its actual humble beginnings from their home offce. Perception matters if you want to enter rooms above your weight class. The Power of a Personal Brand Eric leaned into his background in sports radio and launched the Radical Content podcast. Within a few months he secured major guests like the former CMO of Chick-fil-A, the head of digital for NASCAR, and leaders from Crocs and other major brands. Those interviews became relationships. Those relationships became visibility. And that visibility opened doors for the agency. The agency's channels became secondary to Eric's personal channels. Not because the company brand did not matter, but because personal brand builds trust faster than corporate messaging. Systems, Volume, and Practicing What You Preach Eric put serious resources into his content system. It started rough, with a single producer who did not fully work out. But it evolved into an eight person content ecosystem producing weekly episodes, daily clips, statics, and text posts. He treats his own brand as the test kitchen for the strategies they deploy for clients. When you do that, the content feels authentic and the results are real. For him, if you stay in the background and don't talk about who you are and what you do, you're losing valuable opportunities to build your audience. You should be the guinea pig for everything you sell. The Hardest Challenge of Growing a Young Agency Two types of struggles hit new founders: agency struggles and the first time entrepreneur struggles. On the agency side, Eric is unrelenting on talent. He will not hire someone just because they have experience. Their standards are high, which means the search takes longer. Orlando is growing but not a major market for high level social and content talent. They once received nine hundred applicants for a creative director role. On the founder side, the hardest challenge is mental. Building a company that feeds twelve families is a heavy responsibility. The expectations you have for where you think you should be often do not match where you actually are. That gap can mess with your head. Eric uses a list of personal non negotiables to stay mentally sharp: hard morning workouts, time with faith, reading goals daily, taking short breaks during the day, reviewing priorities, and going to bed on time. The last one is the hardest for him. But like most discipline problems, skipping the basics is usually what leads to feeling off. Why Agency Entrepreneurship Requires a Long Game Mindset For Eric, entrepreneurship is staring the hard thing in the face and moving forward anyway, which is where his non-negotiables come in. For his part, Jason has always treated entrepreneurship as a game. Sometimes you do everything right and still get hit with a bad roll of the dice. The goal is not perfection. It is persistence. The memories you keep are rarely the easy seasons. They are the nights you and your team fought through the hard stuff. For this reason, his advice for agency owners is to have fun along the way. Don't wait until your kids are grown or your agency is sold to live. Make the journey the part you enjoy. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training What if growth doesn't make things easier but actually just raises the stakes? Agency life looks glamorous from the outside, but the real growth usually starts in the messy middle. Today's featured guest just wanted to build something of her own, but quickly learned that growth means the challenges get harder, instead of easier, and that your client and team retention will always be the best measures of success, since it means you've managed to build a business that has a real impact on clients and a culture people never want to leave. She'll share the pressure she felt as the agency got bigger, how she learned to celebrate the little wins, and how she built a culture that has truly worked as a strategic advantage. Elyse Lupin is the president and founder of Elysium Marketing Group, a full-service agency specializing in food and franchise marketing. With more than a decade of running the business, she has scaled from a new mom charging a thousand bucks for her first client to leading a well known, franchise-focused marketing team recognized for expertise, execution, and a culture clients genuinely enjoy working with. In this episode, we'll discuss: Why growth gets harder as your agency scales. 2 metrics that actually predict agency success. How culture became her agency's competitive advantage. The importance of letting go instead of babysitting tasks. Subscribe Apple | Spotify | iHeart Radio 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 Mentoring Can Be the Push You Need Elyse started her agency during what most people would consider the absolute worst time to make a career change. She had a newborn, a mortgage, and a job that drained her every morning as she left her child in daycare. That friction reached a breaking point. A mentor tossed out traditional job options, but Elyse surprised even herself when she said, "I just want to start my own thing." Instead of talking her out of it, that mentor became her first client. It's one of those decisions you look back on and realize how thin the line is between staying stuck and building something you love. In the early days, she charged way too little, as nearly all agency owners do for those first engagements. But like she said, ignorance can be a gift. When you are early and scrappy, you move fast and celebrate every small win because you have no idea what's coming next. Why Growth Gets Harder, Not Easier After eleven years, Elyse said she was shocked by how the difficulty of running an agency evolves. Things do get easier in some ways, but each stage comes with a new complexity level. As the agency grew, so did the pressure to hire better people, keep up quality, retain clients, and juggle new demands that never existed in the early days. You go from hands-on fulfillment to team building to culture shaping to visionary leadership. Each level is a different skill set and none of it is simple. Scaling is not a victory lap. It is a longer, more strategic version of the same game you started with: solve the next problem without losing momentum. For Elyse, it's all about stopping to celebrate the little wins and let herself enjoy watching her team crush new challenges. 2 Metrics That Predict Agency Success: Client and Team Retention A lot of agency owners fall into the trap of measuring success by employee count or top line revenue. Elyse prefers to track retention. She considers it far more meaningful. Clients only stick around if they are getting results and some of her clients have been with her agency since the beginning. Employee retention matters just as much, because no amount of growth means anything if the team delivering the work is burning out or bailing. Even during COVID, when most of their food clients disappeared overnight, Elyse's agency found a way to pivot into B2B, protect the team, and still grow. Not at the same pace, but still upward. That speaks to culture, resilience, and leadership. In the end, what really matters is how happy you are in the business, whether or not your team is happy, and how profitable the business actually is. These are the things that will guarantee you stay in business and not start to resent it. How Culture Becomes an Agency's Competitive Advantage Elyse's agency has a spirit week. costume day. concert tshirt day. team jersey day. They joke about team members hearing her excitement through the office walls. But behind the fun is something serious. A happy team performs better, stays longer, and delivers higher quality work. She also implemented rituals that reinforce positivity and growth. Every Friday on remote days, they kick off with Wins of the Week. Team members spotlight others who went above and beyond, which forces everyone to pause and recognize progress. Then there is Elysium Advancement, a bi-weekly internal training where someone teaches a new AI tool or system. It keeps the whole agency sharp without overwhelming everyone with the nonstop flood of new tech. Finding the Balance Between a Remote and In-Person Team Elyse's agency is in office Monday through Thursday and remote on Fridays. She believes their productivity is higher together, especially since half the business is design focused. Instead of 15 email threads, they solve problems in 30 second conversations. Some teams thrive remote. Others thrive together. The important thing is knowing which one your agency needs. For them, an in-person environment helps them move faster and design better. Letting Go: Building Leaders Instead of Babysitting Tasks Most agency founders struggle with this. Elyse has built three strong department heads who now own their areas. Sure, she still has a hand in more than she probably should, but the structure is finally allowing her to think bigger instead of babysitting tasks. She also knows what her team would tell her to stop doing. Being too loud in the office. Which, as problems go, is one of the funnier ones. The Power of Picking a Niche Years ago, Elyse heard this very podcast's advice about niching down and resisted it. Like most agency owners, she felt her client base was too broad to narrow down. After COVID, she finally made the leap and put a stake in the ground around franchise marketing. She got her Certified Franchise Executive credential, doubled down on franchising events, and made franchise marketing a core part of the brand. And the decision paid off immediately. Franchise systems want a partner who understands their world, their FDDs, their local store marketing needs, and their complexity. Her agency became that partner. And with that clarity came authority, opportunity, and recognition. Niching did not reduce her client pool. It strengthened her position and made her easier to hire. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training AI is changing the agency landscape faster than most owners can keep up with. Tools are popping up daily, clients are asking if rates should drop, and your team is either fired up or freaked out. Today's featured guest talks about what it takes to build an agency that thrives in a world obsessed with shiny new tech, where the edge is not more tools. It is better leadership, human connection, and an incubator mindset that keeps them ahead without drowning in the noise. Michael Davern is the CEO of Incept, an AI-enhanced, digital-first agency that has been around for a decade. Today, his agency blends automation, machine learning, and human-centered strategy to help enterprise clients grow with clarity and smart execution. He is an early adopter who still believes the real edge is human connection and wants to encourage agency owners to really think about who should lead. In this episode, we'll discuss: AI-enhanced vs. AI-first: what actually creates agency value. Leading an agency through rapid AI change. Why human-first agencies win in the long run. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Evolving from a Specific Niche to a Full Service Agency Before agency life, Michael spent years in corporate America and even longer in the music industry as an artist development rep. That career went up in flames when the label collapsed and no one got paid. After a brief return to corporate, he approached his now business partner with an idea to sell text message marketing, and suddenly he was an entrepreneur learning the agency game the hard way. Early on he chased small business clients with $49 starter packages and cheesy platinum tiers. Nobody wanted it. The market did not understand text marketing yet and the value was unclear. Everything changed when an enterprise vendor in the Medicare insurance space let them into their workflow. Overnight texting became a revenue driver. That win opened the door to more enterprise relationships and pushed them to expand far beyond their original niche. What started as a simple vendor relationship ballooned into a full service digital agency. With time, growth came from necessity and opportunity, not a master plan. Michael admits they were often too early to the game, but that curiosity and experimentation kept them alive long enough to get good. AI-Enhanced vs. AI-First: What Actually Creates Agency Value Plenty of agencies slap "AI-first" on their website. Michael prefers to say "AI-enhanced" since "AI-first" implies handing the keys to robots or machines. That is not what his agency does. Instead they use AI to enhance execution. They were early with automation, early with machine learning through the IBM Watson test program, and early with programmatic bidding when DSPs were still new. Those experiments shaped how they work today. Now, they use all this knowledge to save money, time, and drive better results for clients. Clients are not paying for prompts or tools. AI lets the team save time, move faster, and stay in the lab testing new options without drowning in busywork. In Michael's view, agencies are not competing on deliverables anymore. They are competing on thinking. Navigating the AI Gold Rush Without Losing Your Mind There is a tool for everything now and most of them promise the world and deliver nothing. Michael believes the real threat is not AI taking jobs. It is crappy tools cluttering decision making and distracting agency owners from what matters. To keep his team sharp, he sets an AI budget for every employee at his agency. Everyone is encouraged to experiment, explore, and bring ideas back to the incubator. On Fridays, they compare notes. What worked. What flopped. What needs more testing. That culture of curiosity is what keeps them out in front rather than scrambling to catch up. Leadership in the Age of Rapid Change Nineteen months ago, Michael made a call. The company was going all in on AI enhancement. He sat the team down and said, "This is where we are heading." If anyone was uncomfortable, they could talk privately or get help transitioning to a different job. Not one person left. Clarity breeds confidence. When owners waffle or delay, their team feels it. When owners point the ship and support the crew, people dig in. Michael's team embraced experimentation because they were given structure, purpose, and room to contribute. And because of that leadership, his agency now runs on flat rate pricing tied to outcomes. They killed the old hourly model and their clients love them for it. Human-First Agencies Always Win the Long Game When was the last time you met in person with any of your top five clients? That's the type of effort they'll remember. Michael's team meets every top client in person at least quarterly. Their average client lifetime is just under seven years, which is unheard of when the industry average is barely over a year. Real relationships create real retention. When you have shared a meal, a drink, and actual time together, you are not just a vendor. You are a partner. And partners do not get replaced by the next AI First agency trying to undercut your price. The real advantage for your agency will be transparency and the ability to provide a personalized service. AI will give you more time to work on strategy, but you still have to offer the best client experience you can. Ultimately, clients are paying for more brain and less execution, "and doesn't everyone want that?" Michael asks. Choosing the Right Clients and Protecting Your Sanity Another theme Michael returns to is knowing when to say no. Early on, every agency chases whales. The bigger the better. Then you land one and realize it might sink the whole boat. Maturity is learning to pass on the wrong fish or hand them off to someone who is better built for it. Agencies do not need hundreds of clients. They need the right fraction of the market that values what they do. When you protect your focus, your retention goes up and your stress goes down. Michael's agency grows steadily because they stack clients instead of scrambling to replace them. The only clients they lose are the ones who stop paying their bills. Building a Culture of Innovation Without Burning Out Agencies talk a big game about innovation, but most owners are stuck riding a bike with square wheels and they refuse to get off, Michael says. This is the trap most agency owners fall into. They are too busy to innovate, too stuck to delegate, and too overwhelmed to lead. For him, the answer is simple. Get off the bike. Set the direction, and build the space for experimentation, because the future is coming whether you want it or not. Who Should Lead AI Inside an Agency Who should lead experimentation when the owner is overwhelmed? Michael believes someone has to claim the role, plant a stake, and move. At his agency, he oversees the incubator, but several team members drive the work. Your lead developer will experiment with different tools than your creative director. Your strategist will explore different workflows than your media buyer. Give them a budget. Give them a purpose. Give them ownership. The biggest mistake is waiting for someone else to figure it out. Agencies that delay will be crushed by owners who are willing to get to work and figure this technology out. Follow your curiosity. For agency owners stepping into that role, Michael suggests absorbing everything you can and staying curious. And for those who are further down in the ladder but still want to lead experimentation with new technologies: speak up and volunteer. If you're in a culture where that experimentation is not embraced, then maybe it's time to leave. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training If your inbound pipeline dries up tomorrow, do you have a channel that can refill it on demand? Every agency owner needs at least one reliable way to attract new leads when things slow down. Today's guest doubled down on a podcast as his inbound engine, and it paid off big. But launching your first episode is just the beginning. The real growth comes from getting your ideal clients as guests, creating a conversation that builds connection (not just content), and staying consistent long enough to earn momentum. He'll break down how to find the right niche, build authority through partnerships, and turn podcasting into a powerful inbound system that keeps quality leads coming in on autopilot. Chase Clymer is the co-founder of Electric Eye, a Shopify Plus partner agency specializing in conversion rate optimization (CRO) and e-commerce growth strategy. Since 2016, he and his team have been helping direct-to-consumer brands optimize their digital storefronts to drive measurable results. Beyond his client work, Chase also hosts the Honest Ecommerce podcast, where he interviews founders and shares unfiltered lessons on what it takes to grow an online brand. In this episode, we'll discuss: On his strategic partnership with Shopify. Podcasting as a business development engine. The key to consistently booking great guests. Subscribe Apple | Spotify | iHeart Radio 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. From Touring Musician to E-Commerce Marketer Before entering the agency world, Chase was a touring musician in a pop punk band. The road life didn't pay the bills, so he began experimenting with photography, design, and digital marketing, all skills that eventually laid the foundation for his agency. Towards the end of his music career, Chase's future co-founder Sean approached him with a few freelance projects. They quickly found themselves with six clients, and a lot of questions about taxes, pricing, and structure. The early chaos of being creators first and business owners second forced them to learn fast, especially when it came to how to position themselves, how to deliver results, and ultimately, how to specialize. As Chase puts it, "We realized if you can validate the results you're getting for people, they're going to be happier to pay you." That mindset led them toward e-commerce, where success is measurable and client satisfaction is tied directly to sales metrics. How Strategic Platform Partnerships (Like Shopify) Accelerate Agency Growth One of the biggest accelerators for his agency was its partnership with Shopify. When the agency first started, they were platform-agnostic, working across WordPress and other technologies. But after joining Shopify's Partner Program, Chase and his team found something rare — an actual human on the other end of the email. That support led to event invitations, collaboration opportunities, and eventually a deep specialization that positioned them as trusted experts. Chase credits much of their success to that early alignment. "We just happened to be in the right place at the right time," and the lesson for him was: pick your ecosystem wisely and go all in. He advises other agency owners to double down on one technology or niche rather than trying to be everything to everyone. "If your roof is leaking, you don't hire a general contractor, you hire a roofer," he says. It's the kind of clarity that will help you see real growth. Does this mean you should only aim to partner with Shopify if you're in the ecommerce niche? Not at all. Chase recognizes that part of their success story came from having found Shopify at its early stages. This allowed the agency to grow alongside them and unlock more opportunities. Using a Podcast as a Scalable Inbound Marketing Channel For many agencies, lead generation is an uphill battle. For Chase, it became a creative outlet that turned into a consistent revenue driver. In 2019, he launched his podcast, Honest Ecommerce, as a way to avoid writing blogs. But over time, it became a cornerstone of his agency's inbound and relationship strategy. Chase now uses the podcast to connect with ideal clients by inviting them on as guests. Instead of cold outreach, he reaches out on LinkedIn to CEOs of brands he admires, offering them a platform to share their stories. That invitation often leads to partnerships, friendships, and often clients. "You're not starting off on your back foot," he explains. "You're building a genuine relationship." Chase also uses the podcast to gain access to industry events. With a media pass, he's able to attend conferences, host panels, and meet prospects in person. Once relationships are formed, his back-end systems, from automated follow-up emails to segmented nurture lists, keep his agency top of mind until the timing aligns for collaboration. Proven Outreach Strategies to Book High-Value Podcast Guests When Chase comes across a brand doing something interesting, he doesn't pitch them services. Instead of positioning himself as another agency trying to sell, he looks to position himself as a platform offering value first. Once a potential guest accepts, Chase sets up a short 15-minute pre-interview call that he personally conducts. He uses this session to walk them through what to expect, answer any questions, and — most importantly — build rapport. As he puts it, "More time in the paint (more reps) makes the second conversation a lot easier." That small investment of time pays off, turning what could be a stiff Q&A into a relaxed, real conversation when recording day comes. This pre-call also helps him assess whether the guest is a fit for his audience and gently coach less experienced founders on how to tell their story in an engaging way. Then, before the episode goes live, he'll sometimes nudge guests to check out a few existing episodes from Honest Ecommerce. This helps them get familiar with the tone and flow of his show. Ultimately, the goal for Chase is always to create a cool piece of content. Anything else that may come from the relationship is a bonus. Why Consistency Is the Real Growth Lever in Podcast Lead Generation Chase believes all agency owners who are serious about making their business a success need to start building the inbound channels that produce on-demand leads. In his case, starting the podcast was the move that changed everything for his agency. However, podcasting will take time to produce results and requires consistency. Many business owners start a podcast and then give up after a couple of months. Publishing your first episode is only the beginning. What follows is a commitment to showing up week after week. "That is half the battle," he says. Podcasting, like SEO, compounds over time. The relationships built and the authority earned don't pay off instantly, but when they do, they create an inbound machine that's difficult to replicate. Pro Tip: Chase also believes podcasting can be a great tool in staying top of mind for clients and being a better strategic partner. He even does bonus episodes with partners and has a separate newsletter for partners he sends once a month with news of what the agency has been up to (attending a conference, launching a new website, etc). It usually produces at least a few referrals. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training If you're one of the many owners concerned that AI will end the agency model, what are you doing to stay relevant? How are you building lasting relationships that help clients see your value beyond executing tasks? Artificial intelligence, automation, and enterprise-level change have everyone in the agency world wondering what's next. However, agencies have managed to stay relevant with past technological disruptions and the answer has always been: you need to adapt. Today's featured guest has scaled his business through seven iterations for over fourteen years by being willing to adapt to change, and the AI era is no exception. He'll unpack how agencies can stay relevant when technology, data, and client expectations are evolving faster than ever. He also talks about the importance of partnership-based client relationships and why soft skills (not just smart systems) are the real differentiator in the next decade. Ben Childs is the President of Digital Reach, a full-stack B2B marketing consultancy serving SaaS, cybersecurity, AI, and data-driven technology clients. With deep expertise in paid media, SEO, RevOps, and digital experience, Ben's team helps enterprise companies integrate their marketing, data, and operations to drive real revenue growth. Since launching in 2011, Digital Reach has evolved through multiple "versions" as it adapted to the changing marketing landscape, becoming one of the most respected players in modern B2B marketing. In this episode, we'll discuss: The soft skills edge that outperforms AI. Why you should start running toward the problem. The power of in-person connections in a remote-forward industry. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. How Agencies Can Stay Relevant in AI Revolution At a recent Ad Week event, Ben heard a fellow agency leader predict that all agencies would be "dead in two years" because of AI. Her point: enterprise companies are developing their own language models and internal data systems, cutting agencies out of the picture. Ben does admit this is true. However, his outlook is more optimistic, seeing several possible solutions. Should agencies be partnering with third-party data providers? Should they adjust their skill set? In his view, the need for strategic expertise and technical problem-solving won't disappear anytime soon. The agencies that thrive will be those who adapt to new tools while deepening their human value—helping clients navigate complexity, not just execute tasks. "The reality," Ben explains, "is that hiring people to help you solve hard problems isn't going away. Business is always changing, and that's a huge opportunity for agency owners willing to think and integrate, not panic." Why Soft Skills Outperform AI in the Agency World As agencies evolve, the differentiator isn't going to be who can use AI faster, it's who can understand and support people better. When it comes to enterprise clients, marketing execution has become table stakes. What truly sets a great agency apart is the ability to navigate organizational politics, manage internal friction, and act as a trusted advisor inside complex companies. "We're armchair psychologists half the time," he laughs. "Our clients know we're good at SEO or paid media. What they really need is someone who helps them get things approved, makes their life easier, and has their back when things get tough." Soft problems will never go away and, Ben argues, may even increase in value when the execution problems potentially become commoditized. Agencies that ignore human connection will lose, just like traditional firms that refused to go digital twenty years ago. In the end, the "people part" never goes out of style. Adapting Your Agency: Lessons from 7 Business Iterations Ben started Digital Reach in 2011 using his grandmother's dresser as a desk and charging $200 a month for Google Ads management. Since then, the agency has reinvented itself seven times—each evolution aligning to new markets, services, and technologies. From scrappy freelancer to B2B consultancy, Ben's philosophy has stayed the same: build, learn, and change before you're forced to. "We're on Digital Reach 7.0 in 14 years," he says. "We'll probably hit version 12.0 in the next ten. You can't just ride your old business idea into Valhalla. Some people will always be better at adapting, and that will never change." WhyPartnership (Not Performance) Determines Client Retention When agencies talk about "partnership," it often sounds like marketing fluff. But Ben explains that true partnership is built on trust and reliability, not just metrics. Most clients don't fire agencies because of poor performance; they leave because of broken trust, poor communication, or lack of understanding. "When clients say, 'You don't get our business,' that's when numbers start to matter," Ben explains. "If they can't trust you when things go wrong, you're done." Ben understands that helping clients solve internal problems like procurement delays or team politics can do more to build loyalty than a great campaign. Running toward the problem, taking ownership, and communicating transparently are the fastest ways to strengthen relationships that last across multiple companies. Build Client Trust Fast by Running Toward the Problem Other than delivering results and making your clients' lives easier, Ben believes another powerful way to build trust is not being afraid to admit your mistakes and being quick to fix them. Honesty builds staying power. When agencies take responsibility for missteps and present a clear plan for fixing them, clients respond with respect, not resentment. Do not avoid the problem. In fact, you should run towards the problem and face the situation head on. You'll get more benefit of the doubt from clients with this attitude. Ben's team once led a client call with bad news—the metrics were down. Instead of hiding it, they explained what went wrong, what they learned, and how they'd adjust. "The client was ready to run through a wall for us after that," he says. "They loved that we owned it." The Power of In-Person Connection in a Remote-Forward Industry As agencies lean more into remote work, Ben calls for agencies to make an effort to meet with clients in person: "In-person will always be in vogue." It'll help your clients understand who you are, rather than just staring at your picture on Zoom, and trying to form a true connection. He encourages owners to set a clear revenue threshold for when to invest in face-to-face meetings—whether that's a kickoff, annual review, or shared conference. When clients meet you over pizza and a drink, it transforms the relationship from vendor to partner. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Is your agency growing fast but still running without the right structure or leadership team to sustain that growth? If too many people are reporting directly to you, it's a clear sign you've outgrown your current setup. But building that next layer of leadership isn't as simple as promoting your top performers. Without a clear strategy, those well-intentioned promotions can backfire, causing confusion, turnover, and setbacks that stall your agency's momentum. Today's featured guest learned that lesson firsthand. After experiencing a year of costly turnover caused by the wrong management moves, he came away with a better understanding of what real leadership development looks like. In this episode, he'll share what it takes to scale beyond seven figures, the mistakes that nearly derailed his agency's growth, and the key shifts that helped him build a stronger, more sustainable business. Brandon Rost is the founder and CEO of be Marketing, a Pennsylvania-based advertising agency that helps brands grow through creative, digital, and media strategies. Over the past decade and a half, Brandon has built his agency from a solo operation into a multi-million-dollar powerhouse by focusing on relationships, resourcefulness, and relentless problem-solving. He's proof that you don't need to have all the answers when you start, just the willingness to figure it out along the way. In this episode, we'll discuss: How to reinvest profits strategically to scale your agency sustainably. Why promoting top performers doesn't already create effective leaders. The KPI's and systems that improved profit and cash flow. The mindset shift that turns fast growth into longterm success. Subscribe Apple | Spotify | iHeart Radio 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. Why Being Resourceful Is the Key to Building an Agency Brandon didn't plan on running an agency. At the time, he was managing social media for a corporate job and bartending on the side when a PR firm owner offered him a shot at managing her clients' social accounts. What started as ten small accounts quickly snowballed into a full-time business. Like most early-stage entrepreneurs, he had no idea what he was doing at first. He sent invoices in Word documents, figured out HR and finance on the fly, and said "yes" to every opportunity—then learned how to deliver later. It wasn't glamorous, but it worked. That resourcefulness became his superpower. As anyone who has grown a business can tell you, success comes from resourcefulness - not knowing everything. You don't have to know everything right now. Just figure it out and make it work. Scaling Up: Investing Every Dollar Back In the Agency For the first few years, Brandon kept bartending to cover his bills and put every dollar the agency made back into growth. That discipline gave him the runway to build a real company without debt or short-term panic. He hired his first part-time employee within a year, went full-time around year two, and hit seven figures by year four in 2014. However, crossing the million-dollar mark didn't come with confetti and fireworks. It came with more responsibility, more moving parts, and a steeper learning curve. "Everyone thinks hitting a million feels different," Brandon said. "It doesn't. It just brings on more work." Instead of waiting for that milestone to magically change things, focus on building the right foundation so the business can continue to grow without you doing everything. Make it a point to continue to delegate part of that workload every quarter, and after a couple of years, you'll find you've gotten your freedom back. Learning to Lead and Let Go: Building a Leadership Team Brandon learned the hard way that leading people requires a completely different skill set than landing clients. As the agency grew, he at one point had seventeen people reporting to him and eventually realized it just wasn't sustainable. It was the right moment to create different positions that would oversee different departments. However, his strategy was flawed at first; "We elevated people just to elevate them," he said. "And it set us back a year." He never stopped to ask whether or not those employees were ready or even suited for management roles. As a result, they dealt with a year of turnover followed by slowly getting back on track. The lesson for Brandon was: put the right people in the right seats, and don't assume your best technician wants to—or should—manage others. Leadership isn't a promotion; it's a whole new role. Knowing Your Numbers and Turning Chaos Into Profitability Once the business hit its stride, Brandon turned his focus to profitability. He shared how the agency once got caught in a dangerous cash flow loop of collecting Google ad payments for clients and effectively becoming a bank instead of a marketing firm. After untangling that, his team started tracking key KPIs more closely: AGI (Agency Gross Income) in the 55–60% range Net profit around 10–12% Payroll around 33% of AGI By simplifying operations and separating client media costs from agency revenue, they stabilized cash flow and built a healthier margin. Simply put, what you measure improves and, for Brandon, that meant finally treating the numbers as a steering wheel instead of a rearview mirror. Sales: The Last Most Agency Owners Are Ready to Hang Up Even after 15 years, Brandon still handles most of the sales himself. It's something he admits he should've delegated earlier, but building a sales team isn't as easy as hiring a "radio guy" and hoping they sell. After two failed attempts, Brandon realized the problem wasn't the salespeople but rather the lack of systems. Now, the new plan is to support the team with brand marketing, create a "sales tackle box" full of proven client stories, and build repeatable processes for outreach, follow-up, and closing. You'll always be the best salesperson until you document what's in your head. With the right structure and stories in place, a sales team can finally scale what made the founder successful in the first place. What Scaling Fast Taught Him About Patience and Culture Looking back, Brandon said the biggest surprise was how much patience real growth takes—and how easy it is to lose sight of culture while scaling fast. Whether it was figuring out HR policies, managing team dynamics, or setting boundaries for office events, every new level came with a new layer of learning. He now focuses on balance: growing deliberately, empowering leaders, and making sure the culture that got them here doesn't get lost along the way. "We've learned to grow smarter, not faster," he said. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training How do you ensure the highest possible retention levels at your agency? What reasons do you give employees to stay and develop their careers at your agency? Today's featured guest hires fresh talent right out of college. People his team can train into the sort of workers who grow with the agency. However, young talent tends to be ambitious and likely to move on quickly to the next opportunity. To boost retention, he has created a growth path for employees that are a right fit with the agency. He'll break down how he's learned to hire intentionally and build a culture that grows people as fast as profits. McKay Salisbury is the founder and CEO of FiveStar Commerce, an eCommerce agency based in Orem, Utah. His team manages Amazon, Walmart, and Target Plus accounts for over 450 brands annually. What started as a freelancing side hustle on Upwork has grown into a full-service agency focused on team development, in-person collaboration, and steady internal promotion. In this episode, we'll discuss: How to hire and retain young talent in a competitive market. Why in-person culture drives faster growth and better retention. The career path strategy that turns entry-level hires into future leaders. How to build systems that grow people as fast as profits. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Growing his Freelancer Gigs to a Thriving Amazon Agency McKay's journey began while working at a small Amazon marketing firm, when he started freelancing on Upwork to make a little extra money. Within six months, his freelance income reached half of his salary, and he decided to go all in. Moving into his sister's basement, McKay began full-time freelancing, which quickly evolved into his own agency. Within the first month after quitting his job, he was already matching his old salary. McKay's early days were lean, but the momentum from focusing entirely on client work set the foundation for future growth. Hiring Early and Building Support Systems McKay's first hire came just a month into freelancing full-time. It was a part-time assistant he had previously worked with. That decision to delegate quickly accelerated FiveStar Commerce's capacity. Within five months, he added his first full-time project manager and opened a physical office. Unlike many agency owners who chase remote freedom, McKay found that in-person collaboration gave him structure, focus, and culture. For him, separation between work and home drives productivity. Just like he had learned in college, where studying at the library helped him focus, McKay found it much easier to create great work and culture working in-person. The physical office became the heartbeat of FiveStar Commerce's growth, helping employees feel part of something bigger and creating accountability that can be hard to replicate remotely. Why In-Person Work Still Wins for Training and Culture When it came time to really build his team beyond just a few employees, McKay found it was either difficult or expensive to find the right talent with experience in his particular niche. It wasn't an option for an agency just starting out, so he leaned on investing time on training young talent. It made sense cost wise, and location wise, given they are near two large universities, which provided a supply of fresh talent eager to learn. To make this approach work, the agency had to adapt its environment to support constant learning. A central part of this is their in-person operations, since McKay noticed that even the smallest physical arrangements, like which direction desks faced, could impact how quickly new hires learned and that having trainers nearby reduced hesitation and built confidence. He also observed that remote employees tended to "float away" after 6–12 months. While remote setups can work for certain roles, McKay found that building culture, energy, and loyalty thrive best face-to-face. This philosophy shaped his agency's identity and helped retain young, ambitious team members eager for mentorship. Designing Career Paths that Retain Talent Beyond intentional training, this strategy worked because he paired it with a clear path for career progression. Every employee starts as a generalist learning all aspects of Amazon management, from ads to design to optimization. After 6–12 months, they move into project management roles, and the top performers advance to senior project manager positions. Each promotion comes with a pay increases - typically around $10,000 per year - which keeps employees motivated and invested in long-term growth. This proved to be a great way to increase retention, which is one of the biggest challenges for growing agencies. As McKay puts it, "If you're not giving people a reason to grow, LinkedIn will." Personality Over Experience: Hiring for Potential When hiring fresh graduates, how can you gauge whether or not they'll be a good fit in the long run? McKay looks for personality traits that predict leadership potential—confidence, communication skills, and curiosity. The interview process focuses on how candidates carry themselves, not just what's on their resume. Those who communicate clearly and think proactively tend to rise fastest. This approach ensures that every new hire is a potential project manager within a year or two. McKay views entry-level roles not as long-term positions but as training grounds for leadership. By prioritizing culture fit and growth mindset, he's been able to maintain consistent quality while scaling quickly. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training How are you preparing your clients to start thinking about AI as part of their SEO strategy? Are you educating them on what they can expect now that the landscape is changing with AI optimization? As an agency, you should be starting these conversations because you can be sure your clients are already thinking about AI, even if they still don't understand its applications for how clients will get to their content. Artificial intelligence isn't just changing how people find information, it's rewriting the rules of search altogether. Today's featured guest is already running AI audits for his clients; he thinks all agency owners should be doing this. He'll unpack what AI optimization really means for agencies, marketers, and business owners who've lived and breathed SEO for decades. Vishal Mahida is the Director of Digital Marketing at E2M Solutions, where he helps over 100 agencies scale their SEO and digital marketing operations. With a 40+ person team specializing in SEO, PPC, and operations support, Vishal works directly with agencies on systems that drive measurable growth and keep them ahead of major shifts in the industry. In this episode, we'll discuss: SEO vs. AI Optimization No, SEO is not dead, so your website still matters. Preparing your agency and clients for AI search. Subscribe Apple | Spotify | iHeart Radio The Difference Between SEO and AI Optimization There's a lot of buzz around how AI has come to change and maybe even replace SEO. Vishal clarifies that AI optimization isn't replacing SEO, it's expanding it. Traditional SEO focused primarily on optimizing for Google rankings, keywords, and backlinks. The goal was to get traffic from search results. But as Vishal explains, the modern search landscape has fragmented. Users are now searching on multiple platforms including ChatGPT, Perplexity, and Claude, not just Google. This shift means brands must move beyond "ranking on Google" and focus on being visible wherever their audience searches for information. Whether someone asks ChatGPT for "the best roofers in Austin" or Google's AI mode for "running shoes under $5,000," AI systems are gathering and summarizing information across multiple sources in real time, including social platforms like Reddit, Quora, and LinkedIn. Think about it as building a multimedia visibility strategy and ensuring your brand, expertise, and answers exist across platforms that large language models (LLMs) pull from. "You're not optimizing for one search engine anymore," he says. "You're optimizing for how the internet talks about you." Why Your Website Still Matters in the AI Era Will websites become irrelevant if AI answers everything for users? According to Vishal, websites won't disappear, they'll evolve. Think of them as your source of truth rather than your traffic generator. When AI summarizes answers for users, it still references real content and authoritative sources. So, your website remains essential for credibility, events, and conversion, even if fewer users arrive there through traditional search. For instance, if someone asks ChatGPT about agency growth events in Austin, and you've mentioned your event across social media, your website, and podcasts, AI will likely include it in the results. "That's how people find you now," Vishal agrees. "Not just through search but through signals from every platform." Of course, you should still think about the content you're putting out on your website. Are you answering the questions that people are asking? Or you just optimizing for the keywords. Optimizing for the keywords won't work. People will ask LLMs questions and if you're already answering them on your content there are more chances that AI results will find you and list your website. Redefining Reporting and KPIs for Agencies One of the biggest challenges agencies face is explaining to clients why organic traffic might be dropping even as visibility increases. Why? Traditional SEO metrics no longer tell the whole story. So how to report back? Basically, you'll need to educate clients and start measuring mentions, citations, and referrals coming from AI platforms. Vishal suggests tracking LLM bot hits in server logs and monitoring whether AI crawlers are visiting key pages. These indicators reveal your brand's visibility in AI-generated results. While raw traffic might decline, the quality of leads and conversions often improves. "You might get fewer leads," he says, "but they'll be more qualified, because AI searchers are deeper in their intent." Leads from AI chats tend to be more serious buyers who have already researched their problems. The shift, then, isn't a loss but rather an opportunity to educate clients on new performance indicators that reflect where users actually search today. Preparing Your Agency and Clients for AI Search When it comes to optimizing for AI, Vishal recommends a hybrid approach: combine solid technical SEO fundamentals with a new layer of AI-readiness. This includes making sure your site is clean, crawlable, and structured properly, while also ensuring your brand has visibility across other platforms. At E2M, Vishal's team runs AI search audits to check how often their clients' brands appear in LLM answers. They even query ChatGPT and Perplexity directly to see what those systems say about them and their competitors. From there, they reverse-engineer visibility by identifying which platforms, podcasts, or publications help brands get cited more often by AI. Mentions on Reddit, Quora, and podcasts count, even if they're not linked, because they help build trust signals that LLMs detect. Agencies, Vishal says, can sell these as AI search audits, AI content audits, or full AI optimization packages — new recurring revenue streams that build on their SEO expertise. The Human Edge in an AI-Driven World Agencies can't afford to be "order takers" who wait for clients to bring up AI. If your clients are asking about AI before you bring it up, you're already behind. Instead, agencies should position themselves as trusted advisors who help clients navigate the shift confidently. So go to your clients and start those conversations, or you WILL be replaced by AI. At the end of the day, people still want connection, which is why both Jason and Vishal agree that AI will never replace the human element and the strategy, empathy, and creativity that come from real human connection. People will always want someone that can help guide them through the new marketing trends. As Vishal puts it, "Business owners don't have time to learn all this. They want someone they trust to handle it." AI might make average easier, but connection, data, and network will always be your edge. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Is innovation truly at the center of your agency operations? Not just what you offer clients, but in how you operate? With AI raising expectations faster than most agencies can adapt, investing in innovation isn't optional anymore. It's how you build client trust, stay ahead of disruption, and keep your edge. Today's featured guest unpacks his journey from leading the award-winning agency T3 to launching Superstep Capital, a private equity firm investing exclusively in agency and technology-service businesses. His insights cut through the noise on innovation, leadership, and how to stay ahead of the next big shift. Ben Gaddis still calls himself agency guy. After more than a decade building T3 into one of the nation's leading digital agencies, serving clients like UPS, 7-Eleven, and JP Morgan Chase he sold the company and launched Superstep Central, a private equity firm investing in agencies and tech service businesses. When he sold T3 to a private-equity group, he didn't ride off into the sunset. Instead, he crossed over to what he calls "the dark side," founding Superstep Capital. Now, he defines his mission as redefining what private equity looks like in the agency world by partnering with founders to scale the right way. In this episode, we'll discuss: Going all-in on the next wave before clients catch up. Why innovation should be treated as an expectation. Lessons on creating a leadership structure. Why differentiation still wins. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Go All-In on the Next Wave Before Clients Catch Up Ben's family has been running T3 since he was born, so it made sense to him that he'd eventually end up in the agency world. Hence, he started his career working at Omnicom, learning from their biggest competitors, and was around when mobile apps became a thing after the launch of the iPhone. At Omnicom Ben saw how traditional holding companies were too slow to invest in mobile. He didn't hesitate to seize the opportunity that mobile presented. Frustrated, he took over T3 and bet big on the emerging mobile market. That bet paid off with marquee wins and explosive growth, scaling the agency to $50 million in revenue and around 300 employees. His advice for agency owners today echoes that same spirit: burn the boats. You can't half-commit to a new capability and expect to lead it. You can't expect clients to lead you there. If you want to own a new channel, whether it's AI, automation, voice, whatever's next, you have to invest ahead of demand and prove value before anyone asks. If you wait for client demand before you invest, it's already too late. Innovation Isn't a Slogan, It's an Expectation At T3, Ben created a culture where innovation wasn't just encouraged; it was an expectation. So they turned innovation into a measurable habit by creating an "Innovation Match" program where they matched a portion of a client's spend dollar-for-dollar on experimental projects. Clients got to share in the risk and the reward. Those projects became T3's biggest success stories and built a reputation for fearless creativity. T3 chose projects and built roadmaps alongside the clients. turning them into true partners in innovation. The coolest work the agency ever did ended up coming from that program. It even led to another venture project called T3 Ventures, where they invested in c-stage startups. It was all about surrounding his team with people who were doing the newest and coolest stuff and letting their clients see this. It worked much better to show innovation than to just talk about it. Innovation has to live in your budget, not your buzzwords. When your team sees that experimentation is backed by leadership, and even matched financially, they'll start bringing the bold ideas that set you apart. This" Innovation Match" model is a playbook for modern agencies trying to make innovation a repeatable, funded process. Leadership Has to Grow as Fast as the Agency Early on, Ben was a young CEO trying to manage instead of lead. He assumed people could read his mind and execute on his vision. That mistake caused turnover and frustration until he hit pause, clarified T3's mission, and re-aligned around a few focused areas: digital products, loyalty, and CRM. From there, he learned to build leadership in layers. Initially, he brought on a COO, which seemed like the next logical move; however, it wasn't the right cultural fit and complicated everything with the team. It wasn't about what his COO changed, it was how they did it… the entire team rejected this dynamic. Eventually, Ben was able to bring in a COO who simplified instead of complicating. It not only freed Ben to think creatively again and gave the agency room to scale, it gave him back his creative headspace. Agency Structure for Scale: Build Practice Leaders, Not Project Managers The other positive change at his agency was creating the "practice groups". Instead of spreading talent thin across random projects, they paired a portfolio lead with a subject-matter expert. Each duo owned a P&L and growth target. The result was deep expertise, repeatable wins, and new verticals that practically built themselves. Their restaurant and convenience-store niche exploded from 2 clients to 30 in record time. This model solves the scaling paradox of how to grow without sacrificing quality. When your experts own both excellence and profit, growth stops feeling chaotic. The last area they focused on was delivery, fighting to maintain quality as they did the newest thing. In the end, it came down to setting expectations and aligning with clients around what they were bringing to the table. As a result, quality went up. AI, Sales, and What's Next for Agency Growth On the investment side, Ben sees a lot of agencies struggling with hesitation and "no-decision" deals. AI has amplified expectations while compressing margins. Many clients now assume everything can be automated, expecting greater output for less cost. Thankfully, this trend has decreased, as clients were burned by this overreliance on AI. On the other hand, it's clear to Ben that agencies should and must be faster and more efficient, and agencies with a clear understanding of what they do and who they serve are not blindsighted by this new reality. His advice: AI isn't differentiation, it's amplification. The edge comes from how you apply it, not the tools themselves. Know your vertical, know your data, and connect AI to real business outcomes. The agencies that win are the ones that define how AI fits their process - not the other way around. Why Differentiation Still Wins in the AI Era The agencies and individuals winning right now aren't the ones with the fanciest tools or the most automation; they're the ones combining experience, curiosity, and creativity to use AI in smarter ways. Ben shares the story of an account manager who built her own workflows using AI to research verticals, anticipate objections, and walk into client meetings armed with strategic ideas that wowed executives. She wasn't a technologist, she was a strategist who understood her clients deeply and used AI as a force multiplier. That's the real edge in this new era. Tools are accessible to everyone, but insight and application are not. As Ben points out, it's your data, your intuition, and your industry expertise that make AI valuable. AI doesn't replace strategy, it rewards it. The agencies that know their data, their clients, and their niche will always have the edge. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Would you say your agency is truly profitable? Take a closer look and assess its structure, systems, and tools through the lens of business maturity. You may find you're still in the chaos stage, in need of structure and vision. Running an agency often starts with passion and talent, but keeping it running smoothly takes systems, leadership, and a strong operational backbone. This operational maturity doesn't happen overnight. As today's featured guest knows well, it's a process of reflection, restructuring, and relentless improvement. Harv Nagra is the Head of Brand Communications at Scoro and host of The Handbook: The Operations Podcast, where he explores how agencies and consultancies build scalable, profitable operations. As someone who has spent his career at the intersection of creativity, consultancy, and operations, he'll discuss the key stages of agency growth, the pitfalls of immature operations, and the leadership mindset required to scale sustainably. In this episode, we'll discuss: Understanding the agency maturity model. Evolving your agency from chaos to clarity. Growing your leadership to create framework. Data and the path to predictability. Subscribe Apple | Spotify | iHeart Radio 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. Why Most Agency Founders Aren't Natural Operators Harv has been in the agency space for most of his career, working in marketing and design, and, although he currently works as Brand Communicator for Scoro, he keeps his finger on the pulse of the industry via his podcast The Handbook, where he talks to owners about running great agencies and consultancies. After speaking with so many founders, Harv is aware that operations is often the blind spot for first-time agency owners. They were very good at delivering a service and ended up being an "accidental founder". People start agencies because they're great at marketing, design, or development, not because they planned to manage P&Ls or build operational frameworks. As a result, growth often outpaces structure, and operations fall behind. Early on, these agencies prioritize sales and survival, just trying to land enough business to stay afloat. But as Harv emphasizes, there's a point where founders must transition from doing great work to running a great business. Without operational clarity, even the most talented teams end up winging it, leading to burnout, inefficiency, and missed profit. Understanding the Agency Maturity Model One of Harv's biggest turning points came when his COO introduced him to the concept of a business maturity model. It was an eye-opener. He thought the agency was doing fine, until the framework revealed gaps he didn't even know existed. It showed him that agencies, like people, evolve through stages, from chaotic startups to structured, data-driven organizations. The models vary, but there are usually 5 stages: 1. People challenges 2. process challenges 3. Data and metrics 4. Technology and tools 5. Growth strategy The early stage is where chaos reigns. Processes are tribal, training is informal ("just learn from whoever you sit next to"), and there is no consistent way of working. As the business grows, pockets of best practices emerge, but without unified systems or documentation. The most mature agencies reach a level where processes are standardized, data is reliable, and leaders can make decisions based on insights rather than gut feelings. Unfortunately, only a small percentage of agencies ever get there. From Chaos to Clarity: Building Operational Maturity When Harv stepped into an operations role, his agency was stuck between chaos and maturity. Multiple entities were working in silos with inconsistent tools and workflows. Financial reporting was messy, and onboarding was informal. Everything began to change when they hired a finance director who helped formalize budgeting and systemize financial operations. Together, they redefined how projects were quoted, tracked, and managed, bringing consistency and visibility that had been missing for years. It's a common growing pain for agencies that scale faster than their systems. As Jason recalls, before implementing time tracking, he believed all clients were profitable. The data told a different story: 60% of projects were actually losing money. That realization forced him to fix pricing, reposition the agency, and rethink sales and operations from the ground up. The Leadership Shift: From Fighting Fires to Frameworks Many agency owners reach a ceiling because they're still running their business as they did in the early days. As he moved up the ladder, Harv and his team tried to get the agency's leadership team to realize they were spread too thin, with each senior leader juggling multiple internal roles alongside client work. Once leadership saw the problem, the real work began; creating clarity, documenting systems, and assigning accountability. The key here was clarity, so Harv and this finance director documented everything from budgeting to time tracking, to reporting and resourcing. It was a huge leap in maturity and it consolidated when the founders brought an interim COO who audited operations, restructured the organization, and helped senior leaders focus on strategic leadership instead of firefighting. Finally, there was a clear understanding of where the agency is going, who it serves, and how it operates. Without that, leaders end up managing chaos rather than building growth. Data, Tools, and the Path to Predictability As Harv's agency matured, the next challenge was data and technology. Their systems were outdated, and reporting was cumbersome. Upgrading their tech stack allowed them to collaborate across borders, manage multiple entities, and gain visibility into key metrics like capacity and revenue forecasting. This shift toward being data-driven enabled proactive decision-making instead of reactive problem-solving. Alongside technology, restructuring played a key role. The agency had to make tough decisions about team composition, ensuring the right people were in the right seats. As Harv put it, "Just because someone's been there from the beginning doesn't mean they're the right fit for the next phase." It's a difficult but necessary mindset for sustainable growth. Letting Go — The Hardest Step in Agency Maturity For founders,  growth means letting go. Letting go of old habits, outdated systems, and sometimes even long-time team members. Many owners treat their agency like a baby, and it's a mistake. When leaders cling too tightly, they become the bottleneck. True maturity happens when they can trust the team, delegate decisions, and focus on leading rather than managing. As Harv summarized, agencies should think of themselves less like families and more like sports teams where each player has a role, and the lineup changes as the game evolves. The goal isn't comfort, it's performance. That's what separates agencies that evolve from those that plateau. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training How would you go about making acquisitions to accelerate your growth? Would you buy for revenue, culture fit, or client roster? Would you be willing to fire big clients that are holding your agency back? Most agency owners chase growth by saying "yes" to everything, from new services, new clients, and every new opportunity. Today's featured guest built one of the fastest-growing mobile and digital agencies in the world by narrow focusing, firing bad-fit clients, and mastering the art of strategic acquisitions. Today he'll unpack how his agency evolved from a small mobile startup in Tel Aviv to a global digital powerhouse working with brands like Google, Uber, Samsung, and Microsoft. Gilad Bechar is the CEO and founder of Moburst, a mobile-first marketing and digital transformation agency with offices in Tel Aviv, New York, and San Francisco. Since 2013, Moburst has helped startups and Fortune 500s alike scale their reach through creative, data-driven, and tech-forward strategies. Under Gilad's leadership, the agency has raised capital, acquired multiple specialized firms, and built proprietary technology that keeps them ahead of the curve in AI, mobile UX, and cross-platform performance. In this episode, we'll discuss: The similarities between the mobile boom and the new AI era. Raising capital without losing control. Using acquisitions as a growth strategy. The power of saying no and focusing on fit. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. From A Mobile-First Niche Focus to Global Agency Powerhouse When Moburst launched in 2013, the agency world was flooded with "digital experts" who claimed to understand mobile. Most didn't. Gilad noticed that agencies were simply repurposing desktop experiences for smaller screens without real mobile UX thinking, no data-driven optimization, and definitely no understanding of how users behaved differently on apps. That insight became Moburst's edge. Instead of trying to compete as another full-service digital shop, they doubled down on mobile-first marketing. They mastered app store optimization (ASO), performance tracking, and mobile UX design. That focus helped them land early wins with major clients who were desperate for expertise in a fast-changing environment. As Gilad puts it, "When you show big clients that a critical piece of their marketing is being ignored, and you can fix it, that's your entry point." The AI Parallel: Most Agencies Talk, Few Deliver Gilad sees history repeating itself with AI. Just like the early mobile days, everyone's suddenly an "AI expert." But the difference between hype and real expertise shows up fast in a conversation. He believes the proof lies under the hood. Real experts can answer deep implementation questions: which tools integrate best, how to handle data security, and what AI models perform for specific tasks. Pretenders can't. For agencies, this is a reminder that credibility is earned through insight, not jargon. Clients see through the buzzwords. And the ones who don't will eventually learn when the work doesn't deliver. Raising Capital Without Losing Control Unlike most agency founders, Gilad took venture funding, not once, but three times. But he did it differently. Instead of giving away huge equity chunks, Moburst only diluted small percentages (around 6% each round). The investors came to them after seeing how fast their clients were growing. Without that, his agency wouldn't have its current success in the US market and would probably still be a very local agency in Israel. That capital gave him the means to hire a team in New York and then eventually move there to lead that office. It was the start of many new opportunities for the agency, like building internal tech tools that set them apart. It was also the way his team has stayed ahead of the curve from competitors that are not investing in the future and stay too focused on the right here and now. Furthermore, despite having 11 investors, Moburst kept full control. Only one board seat represents all investors, and it can't override the founders' decisions. According to Gilad, that control is what allowed them to make hard but smart moves, like firing clients and cutting costs in 2017 when growth was strong but profitability wasn't. The Hard Reset That Saved the Agency and Restored Profitability In 2017, Moburst was scaling fast but losing money just as quickly. The agency was adding clients and headcount, but without the right systems to manage profitability. At one point, they were bleeding up to $70,000 a month. So Gilad made the tough call: he cut unprofitable clients, reduced staff, and rebuilt the agency around systems that supported healthy margins. "It was brutal," he admits. "We let go of big, well-known clients we loved working with. But it didn't make sense to keep losing money just to say we worked with them." That painful reset worked. By 2018, the agency was profitable again and positioned for sustainable growth. That reset set the stage for their next evolution: acquisitions. How to Use Acquisitions as a Growth Strategy (Not a Gamble) Moburst's acquisition strategy wasn't about buying revenue or chasing vanity growth. It was about buying capabilities that solved their biggest operational gaps. Their first acquisition was a video production studio they had already worked with for over a year. The partnership was strong, the culture aligned, and the collaboration was smooth. So they brought them in-house in 2019 and the agency's offerings instantly expanded. Then they looked at their next biggest outsourced expense: web and app development. So in 2022, they acquired a dev shop after a successful collaboration period. In total, Moburst has made five acquisitions, each one following a simple rule: test first, integrate later. As Gilad says, "We don't buy to solve problems. We buy what already works and multiply it." When asked about whether or not these brands keep their names after acquisition, Gilad says it all depends on their brand authority. If they do great work and have a solid team but their brand isn't as strong, then it's best to just bring it under the Moburst umbrella. In case they do have a strong brand, then they'll just make sure their website reflects they are part of a larger group. How to Structure an Agency Acquisition Deal the Smart Way For agency owners eyeing their own M&A moves, Gilad shared his preferred deal structure. Each acquisition has four key components: Cash upfront - Rewards founders for their hard work. Equity - Gives them a stake in the larger vision. Dividends - Paid yearly so they benefit from the agency's profits. Performance bonuses - Tied to the profitability of their specific business unit. This structure keeps founders motivated and aligned for years to come, without the traditional burnout that comes from rigid earnouts. Everyone wins when growth is sustainable and collaborative. Why Firing Bad Clients Helps Scale Smarter One of the biggest lessons Gilad takes away from journey is the courage to say no: to clients, deals, or directions that don't fit. Agencies often cling to bad accounts out of fear of losing revenue, but simply put, that's a silent killer. If you're not profitable on a client, you're not just breaking even; you're paying for the privilege of overworking your team. Moburst's growth didn't come from doing more — it came from doing what mattered most. By focusing, pruning, and strategically acquiring, Gilad turned a niche mobile startup into a global digital powerhouse. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training How are the new technologies and tools shaping the future of agencies? How can you create an agency that outlasts trends? When you've been around for 75 years in the ad world, you've seen it all, from Mad Men, media buying by fax, the rise of the internet, and now, AI. Today's featured guest runs an agency that has been doing full-service marketing since 1950. What's impressive isn't just their longevity but also how they've stayed relevant and human in a business that changes faster than a TikTok trend. Jennifer Spire is the CEO of Preston Spire, an independent Minneapolis-based creative agency that's been helping brands grow with full-service marketing since 1950. She's the agency's fourth CEO, starting in small independent agencies, rising through global holding companies, and bringing both worlds' lessons to how she leads today. That mix of experiences shaped her leadership style grounded in independence, driven by creativity, and fiercely protective of agency culture. In this episode, we'll discuss: Building a culture that lasts seven decades and beyond. Why independence still matters in the agency world. The future of agency talent and AI. Subscribe Apple | Spotify | iHeart Radio 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 One Agency Has Stayed Relevant for 75 Years Preston Spire started as a design shop in 1950 and quickly grew to a full service advertising agency, which differs from what we think of as full service today. Over the decades, it's evolved continuously, reinventing itself with every shift in marketing. Jennifer says the real secret to their longevity is adaptability. "It's really hard to continue to evolve and stay strong, but I think there's a lot to be said for an agency that can evolve and still grow while being relevant." Now they're 25 years away from a century, which is both impressive and humbling, as well as something they want to highlight more. Surprisingly, some advisors have actually told Jennifer it'd be best to not mention their 75-year run, since some might assume a 75-year-old agency should be bigger by now. However, Jennifer has a different perspective. For her, you don't have to be one of the biggest agencies to be better and longevity isn't a weakness but rather proof of resilience and reinvention. From Big Agency Bureaucracy to Small Agency Freedom Before joining Press Inspire, Jennifer spent years inside the machine of large agencies, where shareholder-driven decisions often overshadowed what's best for clients or teams. There, she learned that you don't have to be bigger to be better, a philosophy that now fuels how she runs Press Inspire, as she has chosen to keep it small enough to stay personal but strong enough to compete with anyone. Once she left the big-agency world for an independent shop, Jennifer cut her teeth doing everything from answering phones, assisting on shoots, starting media departments, and running PR. That early experience taught her the one skill every agency leader needs — resourcefulness — something she now encourages young people to develop early in their careers. Her time at big agencies, though, showed her what not to do. "You end up making decisions that are best for shareholders, not clients," she said. "At a smaller agency, I wanted everyone to be able to chart their own path and make decisions that serve both the client and the team." Building an Agency Culture Keeps People for Deacades People stay for decades at Preston, some for 37 years, others 30, and three just recently celebrated 25-year anniversaries. That kind of loyalty is nearly unheard of in today's agency churn cycle. So what's the secret? Balance. Jennifer encourages collaboration between long-time employees and newer hires with fresh perspectives. The agency operates in a hybrid setup, with three days in-office to keep creativity flowing while maintaining flexibility. It's a rhythm that keeps collaboration alive without burning people out. "Being together helps," she said. "That human connection is something you can't replicate over Zoom." Their internal compass is guided by what they call COOP values: Courage, Originality, Openness, and Positivity. The team is encouraged to take risks, fail fast, learn, and keep moving forward. Leading with Clarity: Building Alignment and Growth Paths Jennifer may be CEO, but being at a smaller agency she's not above the grind. She manages operations, oversees HR and finance, and still maintains direct relationships with every major client. That visibility matters because, as she explains, clients need to know leadership is invested in their business. Her team structure also breaks down roles by what percentage of their time is spent leading, managing, or making. This clarity helps people grow without being shoved into management if it's not something they want for their careers. This way, they get to build their unique path within the agency, a key to keeping them happy with their work. Quarterly goals, regular feedback, and individualized growth paths keep everyone aligned and fulfilled — a framework that scales culture without micromanagement. Furthermore, constant feedback, quarterly goals, and individualized growth paths help keep everyone aligned and fulfilled. Why Staying Independent Still Wins for Some Agencies Does a 75-year-old independent agency get offers from the big holding companies? They do, actually; all the time. Jennifer says M&A emails land in her inbox daily. But she's not interested. "We've had serious talks with other agencies," she said, "but we've said no every time. Staying independent is critical to our success." If they sold, they'd probably start making decisions for investors instead of their people and be back in the big agency world she escaped. For Jennifer, independence isn't just about control, it's about protecting the culture that makes their agency different. The freedom to put clients and people first is what keeps the agency thriving. Preparing for the Future: AI's Impact on Agency Talent Jennifer's not blind to the future. She's already planning staffing and financial strategy through 2030, a move that would make most agencies sweat. One question she's wrestling with: how AI will change entry-level roles and career paths. "AI has been an incredible tool and has allowed us to be more efficient," she said. "But if it takes away too much of the junior work, where do mid-level people come from five years from now?" The truth is that the jobs won't vanish, they'll evolve. Junior people using AI can perform at mid-level. Mid-level people can perform like senior leaders. You'll just need fewer of them. Still, Jennifer sees it as a call to action for colleagues and agency leaders alike: train people not just in the AI tools, but in critical thinking, problem solving, creativity, and the human side of marketing. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Ever wonder how much your agency's growth is limited by staying too broad? Or what could happen if you picked one niche and went all in? Today's featured guest didn't set out to run a food service marketing agency; He followed the opportunities, learned from a few hard lessons selling door-to-door, and eventually discoverd the power of focus. He'll share how niching down, rebranding, and embracing flexibility helped him grow his agency into a specialized agency serving some of the biggest names in food service and the ways in which he and his team refined the agency's positioning. Tyler Smith is the president and owner of Matato, a brand strategy and creative marketing agency focused on food and beverage brands in the food service and "away from home" space. His agency helps those brands reach restaurant operators, chefs, and food service directors with smarter, more intentional marketing. In this episode, we'll discuss: The power of positioning. The difference choosing a niche made for his agency. Flexible selling and empathy in action. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. How Selling Vacuums Led to a Food Service Marketing Agency Tyler laughs about it now, but his first "sales training" involved knocking on doors and demoing carpet cleaners that cost more than most people's first cars. While studying advertising, Tyler was sure he wanted to be a graphic designer or copywriter, and while that door-to-door sales job started as a way earn extra beer money, it ended up being a crash course in marketing psychology. He learned how to capture attention, demonstrate value, and handle rejection — all skills that would later serve him as an agency owner. After college, the 2009 recession hit, and finding a creative job in advertising wasn't easy. So when an agency owner offered him a commission-only sales role, he jumped in. Within a few months, Tyler was closing enough deals to get brought on full-time. Fast forward a decade, and he's now the sole owner of that same agency, rebranded as Matato, now leading a team of specialists helping food brands grow smarter. The Smart Positioning and Rebranding Transformed the Agency When Tyler took full ownership, he knew the agency needed an identity that reflected its niche and direction. The old name didn't quite fit anymore. So he created Matato, a playful twist on "tomato, tomato, potato, potato." It was something memorable, food-related, and (importantly) trademarkable with a clean domain to match. More than a name change, that rebrand was a signal that the agency was doubling down on food service marketing as their core focus. This was a big move for Tyler as he stepped up as the face of the agency. If you can't own your brand, both emotionally and digitally, you can't expect your clients to trust that you'll own theirs. From Generalist to Specialist: Why Niching Down Drives Growth For years, Matato worked with all kinds of B2B and B2C clients. But as they grew, Tyler noticed the most rewarding and most profitable projects were always in food service. So they made the call to go narrow to grow big. That meant focusing on the brands serving restaurants, distributors, and institutions. Tyler's team helps these brands move from a sales-heavy approach to a true marketing strategy, teaching them how to speak to chefs and operators, not just consumers. Now, their content strategy includes things like their annual Food Service Marketing Playbook, a killer lead magnet that doesn't just promote Matato's expertise , it teaches. Some brands use it to DIY their marketing, others see the value and hire the agency. Either way, Tyler's team wins. What Got You Here Won't Get You There Tyler's secret to getting new business in the early days was just "all grind, no strategy." Cold calls, trade shows, follow-ups; just pure hustle. But as the agency matured, that changed. They stopped trying to "do everything" and started refining how they show up. After repositioning more firmly in the food industry, their new game plan is rooted in generosity and authority, giving away insights, teaching the industry, and positioning themselves as the go-to experts for food service brands. Their annual Food Marketing Playbook has gotten them great results, and he has also been dabbling in podcasting, an effort that he admits still lacks consistency. All these changes to the brand and how they approach their audience have been a great way to reinvigorate the business and demonstrates his team understands that you can't just tell people to hire you; you've got to show them why. Empathy and Flexibility: The Secret to Long-Term Client Relationships One of Tyler's biggest lessons when it comes to sales is to stay flexible and empathetic. Instead of rigid packages or pushy closes, he focuses on what the client actually needs and finds ways to make it work. That adaptability has helped him build long-term trust (and some very loyal accounts). Sure, early on it led to a few over-committed budgets and sleepless nights, but over time it became one of Matato's superpowers. Tyler calls it "on-the-fly problem solving", a willingness to adjust, improvise, and make the deal work without losing sight of the big picture. Why Every Specialized Agency Should Start a Podcast Tyler's got deep expertise and connections in his niche. He has noticed podcasting could be the fastest way to build authority and create a content engine without relying on written blogs that no one's reading anymore. It's not just about attention; it's about access. When you interview potential clients and peers in your industry, you're building relationships that open doors. As Jason put it, "It's the number one thing I ever did for my business." How Curiousity Keeps Your Agency Evolving Looking back, Tyler can see that curiosity helped Matato survive and evolve, especially during the pandemic. When food service came to a standstill, his team didn't sit idle. They experimented, collaborated with chefs and influencers, and tested new lead-gen angles. Things are constantly changing and what got you to this point won't get you there. So his message to agency owners is to stay curious and willing to try many things. Otherwise, you'll be doomed to fail.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Ever looked at your agency's bank account and thought, "We're crushing it!" only to realize two months later that half that cash wasn't really yours yet? Or maybe you've hit that milestone where you start wondering what your agency might be worth if you sold it tomorrow… but your books are a confusing mix of guesswork and gut feelings. Today's featured guest was a finance expert before falling in love with the agency world and has the experience to show how smart financial planning (not just getting more clients) can completely reshape your agency's future. From forecasting and cash flow to the hard truths about selling, this conversation is packed with real-world lessons every agency owner needs to hear. Lacie Edgeman is the partner and co-owner of PrograMetrix, a digital paid media agency that focuses exclusively on programmatic advertising. With a background in finance, she oversees operations and financial strategy. However, like most small-agency leaders, she's worn just about every hat at some point. Her unique blend of financial discipline and operational savvy has helped her agency grow smart, not just fast. In this episode, we'll discuss: The superpower too many agencies ignore. Cash vs. accrual accounting. Why you should always be tracking these two KPIs. How much cash should you keep in the bank? Subscribe Apple | Spotify | iHeart Radio 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 a Finance Major Became an Agency Owner After earning a finance degree, Lacie joined a digital agency in Austin as a billing coordinator and quickly discovered she loved the chaos. "You either love it or you hate it," she says. "I love the fast pace environment and the fact that it challenges me." That early exposure to how agencies really work, from billing quirks to client chaos, gave her a perspective most creatives never get. By the time she joined PrograMetrix, she wasn't just another partner with ideas; she was the numbers-minded operator who could make sure every big creative idea actually paid off. Forecasting: The Superpower Too Many Agencies Ignore From a finance perspective, Lacie's biggest message for agency owners is to stop running their business off their checking account. "Future planning is where most agencies miss the mark," she says. It's important to review your historical, of course, but Lacie recommends creating a forecast and revisit it quarterly. This way, if you want to add $1 million in take-home revenue, you can map out exactly which KPIs need to move to make that happen.. This is way, if you, for instance, want to add $1 million in take-home revenue, you can map exactly which KPIs need to move to make that happen. That forward focus creates smarter, calmer decisions; especially when things get uncertain. You can't sleep easy until you know what's coming in, what's going out, and how your pipeline will affect cash flow six months from now. Cash vs. Accrual Accounting: How to Stop Fooling Yourself About Profit When Lacie joined PrograMetrix in 2019, one of her first moves was switching from cash accounting to accrual accounting, a game changer for any media agency. Why? Because when you're handling large media budgets, those big lump payments from clients don't actually mean profit. Accrual accounting forces you to recognize revenue when the work is done, not when the check clears. "It's the only way to see what's actually happening," Lacie explains. Otherwise, agencies can get fooled into thinking they're thriving when all they've done is temporarily hold pass-through media dollars. For anyone running paid media, she considers accrual accounting "painful but essential." Furthermore, accrual accounting becomes critical when you're planning to sell your agency. It's not just about cleaner books, it's about protecting your valuation. In cash accounting, all incoming payments hit your revenue the moment they land, even if you haven't delivered the work yet. That can make your agency look healthier than it really is. However, a smart buyer will spot it—and they'll adjust your purchase price down to reflect any undelivered work. If you're serious about eventually selling, move to accrual accounting early so your books reflect true earned revenue. It not only helps you understand your real profitability but also builds trust with future buyers. Building the Right Financial Advisory Team for Your Agency Anyone with prior experience selling a business will probably tell you "if you're planning on selling soon, don't rely solely on a broker". Brokers are financially motivated to close the deal fast, not to get the best terms. Instead, surround yourself with people who don't have skin in the game. Considering that most agency owners probably come from a creative background, Lacie suggests finding financial mentors or advisers who will tell them what they need to hear, not what they want to hear. You don't have to become a QuickBooks expert, but you do need to understand what your financials are saying about the health of your business. 2 KPIs Every Agency Owner Should Track If Lacie were stranded on an island and could only get one napkin of financials, it'd include two numbers: Topline Revenue (excluding media spend) EBITDA (basically your take-home before taxes) EBITDA is very important here, because you can have great revenue but without free flowing funds to invest back in the business, you'll still be a red flag for potential buyers. Those two tell her almost everything about an agency's financial health. "You can only cut costs so far," she says. "At some point, you have to grow the top line strategically." The real game is in balancing both, keeping a clean cost structure while expanding profitable revenue. Owners should also understand adjusted EBITDA, which adjusts for one-off expenses, to get a clearer view of your operational performance. It's something a potential buyer would do any way to get a more accurate picture of your agency's financial health. How Much Cash Should You Keep in Reserve? Ask ten agency owners this question, and you'll get ten answers. Lacie says three months of operating cash is the industry rule of thumb, though she's heard advisers tell sellers to shrink that down to one month before an acquisition. Many would disagree with that advice, but ultimately the right number depends on your risk tolerance and client concentration. If a single client dominates your revenue, then the most important advice would be to secure a line of credit before you need it. Losing a "gorilla client" (one worth more than 20% of your revenue) can wreck cash flow overnight. A credit line buys you breathing room so you don't start saying yes to bad clients just to make payroll. Niching Down Is the Key to Profitability and Valuation For Lacie, niching down was the single best move for PrograMetrix. "When you try to be everything to everyone, you can't scale," she says. Every one-off client that doesn't fit your core offer quietly drains profit and focus. She urges agency owners to ask themselves if they're offering the right services and double down on what they're great at, not just good at. The rule is simple: the more focused you are, the more you can charge. Start by raising prices for new clients and soon the gap between legacy clients and new ones will convince you of the need to raise prices for legacy clients too. One mastermind member added $72,000 in monthly recurring revenue simply by repricing existing clients after niching. Each year, Lacie's team audits their client roster to identify accounts they've outgrown. It's never easy—many are long-time relationships—but letting go of clients who no longer fit is what creates room for bigger, better ones. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training What would happen if one client lawsuit, one hacked account, or one missed renewal completely wiped out your agency? Have you ever stopped to think about how exposed your business really is even if you're "doing everything right"? Today's featured guest started his career working in the insurance industry and eventually found a love for marketing. He talks about the side of agency life most people ignore: protecting what you've built, and breaks down how to safeguard your business with the right insurance, why every agency should have cyber liability coverage, and how a "give first" mindset has helped him land major clients like Daymond John, Chris Voss, and Dr. Benjamin Hardy. Draye Redfern is a serial entrepreneur and the founder of Redfern Media and FractionalCMO. Over the past decade, he's built and sold multiple companies, including a $40M insurance agency acquired by one of Warren Buffett's Berkshire Hathaway subsidiaries. With 15 years in risk management and a passion for modern marketing, Draye now helps businesses scale smarter while protecting their downside. In this episode, we'll discuss: How "Growth Blindness" Can Hurt Your Business. The Hidden Risk Most Agencies Ignore. Why You Probably Need a Cyber Liability Insurance. How to Get Big Clients by being in the Right Rooms. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. The Unlikely Path From Insurance to Marketing Draye grew up in a household where entrepreneurship was a way of life. His dad owned a business, and by age 12, Draye was doing the grunt work: filing papers, scanning documents, and learning what it really meant to keep a company running. He had a front-row seat to the chaos and grit of small business. Over time, Draye realized he had a knack for marketing. His early ideas sometimes outperformed everyone else's, and by his early 20s, he was leading the marketing division of a $28 million firm. Under his direction, they scaled past $40 million in annual revenue. That success led to the company's eventual sale to none other than one of the Berkshire Hathaway companies. Stop Being Growth Blind and Start Protecting the Downside While most marketers are obsessed with lead flow and growth, Draye brings a completely different mindset to the table: protect the downside first. After spending 15 years insurance and the risk management world, he learned that too many businesses are "growth blind." They're chasing top-line numbers while leaving themselves totally exposed if something goes wrong. For his part, Draye thinks about how to mitigate downside risks first and then, once he has that locked down, then he starts thinking about growth. Admittedly, it's backwards from how most people do it, but it's what makes the most sense to him.  The Hidden Risk Most Agencies Ignore Why does Draye prioritize mitigating downside growth? Most agencies don't think about errors and omissions (E&O) insurance until it's too late. One poorly worded ad, a leaked password, or a miscommunication with a client could lead to a lawsuit that costs hundreds of thousands—if not millions—in legal fees. That's why he recommends a basic "risk protection stack" for agency owners: General Liability – Covers physical damages or slip-and-fall type issues. Employment Practices (EPLI) – Protects against HR-related claims. Errors & Omissions (E&O) – Covers mistakes or oversights in your work. Cyber Liability – Protects against data breaches and hacks. As Draye puts it, marketing agencies hold the keys to dozens of client kingdoms. If you get hacked, they get hacked. Protect yourself first, then scale. Why Every Agency Owner Needs Cyber Liability (and What Happens If You Don't) Most agency owners assume general liability insurance has them covered. Slip-and-fall in the office? Sure. But what about when a client's site gets hacked because one of your team members reused a password? Or when a campaign you ran unintentionally exposes customer data? That's not covered: this is where cyber liability and errors & omissions (E&O) insurance come in. Here's where most people go wrong: they forget to renew. Unlike car or home insurance, E&O and cyber liability policies are "claims-made" policies. That means you're only covered if the policy is active when the claim is filed, not when the incident happened. So if you let your policy lapse, even for a few weeks, you could lose coverage for everything that happened in previous years. That's why many experienced owners "tail out" their policies when they sell or sunset a business. Tail coverage locks in past protection for a set number of years. It costs more upfront but prevents millions in potential exposure later. Keep your coverage active, review it annually, and don't cut corners to save a few hundred bucks. Think of it as part of your agency's operating system, not an optional add-on. Lessons From Selling to Berkshire Hathaway When Berkshire Hathaway came calling, he learned just how deep corporate due diligence can go. "They fly out all their MBAs and basically give your business a financial colonoscopy," he joked. But that process forced him to see business from a different lens—as an asset, not a job. He walked away with not just a successful exit, but also a new appreciation for how structure, systems, and compliance create enterprise value. How to Get Big Clients: Ask Questions, Be in the Room, and Give First Draye's agency has publicly traded companies in its current client roster, with some notable names including Dr Benjamin Hardy and Chris Voss, and almost all of those brands came to his agency because Draye was in the right rooms to strike up conversation. As he puts it, successful people like to hang around other successful people. To him, his job in the agency at this point is figuring out how to get invited into the room with the right people, which includes joining masterminds and attending events. Even with big clients, Draye recommends offering value first without expecting anything in return. I'll give them an idea of the work you do and, if they like it, they'll have you in mind the next time they need agency services. For instance, after attending a talk by Dr. Benjamin Hardy, Draye had the chance to chat with him and learned he was pulling in over 30,000 email opt-ins a month but wasn't monetizing them. Instead of pitching a retainer, Draye built him a simple funnel — for free — that started generating $10,000 a month in passive revenue. A few months later, Hardy came back and asked, "What else can you do?" That turned into a long-term partnership and a roster of launches that ran for years. How to Stand Out and Make People Feel Seen Draye's other secret weapon is personalization. Not the lazy kind where someone drops your name into a cold email template. Real personalization. When a prospect says they're interested, his team clones a landing page, updates the name in the headline ("Welcome, John!"), and records a 30-second video personally greeting them. The whole process takes fifteen minutes, but it makes people feel like they matter, and that's the part most agencies forget. That simple touch has led to multiple referrals, long-term clients, and lasting loyalty. As Draye puts it, "People don't want to feel like a number. They want to feel like they matter." This type of simple gesture is usually something clients talk about non-stop, because the more automated the world gets, the more human connection stands out. Old School Is the New Advantage While everyone else is obsessing over AI and inbox deliverability, Draye see a lot of potential on a forgotten channel: direct mail. "People's inboxes are full, but their mailboxes are empty," he explained. "So, when something real shows up, it stands out." He's seen massive ROI from direct mail, especially when paired with personalized URLs (PURLs) and custom video. It's more expensive upfront, sure, but it cuts through the noise. Something to keep in mind for agency owners trying to stand out at a time when your client's emails are probably inundated with the same offers everyone is sending out. From his own experience, he says "if I were to look at our client base across the various businesses, the vast majority came from direct mail." Protect Your Business and Hang Out in Different Rooms Draye shares two pieces of advice for agency owners: You never know what's around the corner, so protect your business. Spend the couple thousand bucks on proper coverage. Don't risk your agency's future over something preventable. Change your rooms. If you only hang out with other marketers, you're limiting your reach. Take Jay Abraham's advice and go fishing in someone else's swimming hole. Attend events for other industries, add value, and you'll be amazed at who you meet. In short, Draye's philosophy blends practical protection with proactive growth. Be bold enough to give first, smart enough to protect what you've built, and intentional enough to show up where the right people are. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Ever wonder why some brand podcasts blow up while others die after five episodes? Or why a few companies seem to build die-hard fans while other can't seem to connect? Today's guest specializes in helping brands create podcasts that deliver true value. He explains how brands can use podcasting to build real connection, not just rack up downloads. From breaking up with the traditional ad world to creating top-ranked shows for global brands, he reveals why consistency, authenticity, and a bit of weirdness might be your secret weapons. Roger Nairn is the Co-Founder and CEO of JAR Podcast Solutions, a brand podcast agency based in Vancouver, BC. With a 25-person team, Roger helps brands like Amazon and Sage create shows that connect deeply with their audiences. After spending over two decades in the advertising world at top agencies like DDB and Cossette, he's now on a mission to show companies that the real ROI of podcasting isn't downloads, it's attention and connection. In this episode, we'll discuss: What brands really want in a podcast. Why consistency beats quick wins. Audiences prefer audio podcasts over video ones. Why is that? Subscribe Apple | Spotify | iHeart Radio 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. From Ad Exec to Agency Founder Before podcasting, Roger spent more than 22 years in the traditional advertising world and loved the culture, but he noticed the industry shifting. Programmatic ads were taking over, budgets were shrinking, and the whole game was turning into a race to the bottom. Around the same time, Roger started podcasting as a hobby, mainly as an excuse to talk to people he admired like Seth Godin and Stefan Sagmeister. When he eventually connected with his co-founders, they realized there was a wide-open opportunity for brands to use podcasts in a smarter way. JAR Podcast Solutions was born. The idea wasn't just to launch shows, but to help brands understand their audiences and create the kind of binge-worthy audio content that builds trust over time. What Brands Really Want in a Podcast One of Roger's first steps was sending out message to ten different businesses on LinkedIn. The second response he received referred him to the head of marketing of Sage, a brand whose audience wanted to explore wellness beyond traditional medicine. A few days later they sat down to discuss what a podcast could look like for that brand and ended up creating Well Now, a show about taking control of your health through alternative approaches and powerful personal stories. The show took off, so much so that it briefly outranked Oprah in Apple's health and wellness category. The key wasn't just producing episodes, it was research. Roger's team uncovered what Sage's audience really wanted and built the podcast around those needs. This is true for every brand wanting to launch a podcast: stop creating content for yourself, and start with what your audience actually cares about. Consistency Beats Quick Wins Contrary to what many think, podcasting is not an overnight growth hack. Too many brands think they'll see results instantly. The reality is building an audience takes time. The good news is that, according to Roger, the podcast industry remains incredibly friendly and willing to collaborate, which is a great way reach new audiences. Other important steps to grow include pitching your show to big platforms like Apple Podcasts and getting them to feature it, as well as the actual merchandizing of the show. All of this, however, will amount to nothing without the most important element: consistency. If you want to stay consistent, do not compare yourself with the big players out there. This is the biggest enemy of consistency and will only lead to frustration. Don't expect to be the next Joe Rogan in year one or you'll end up disappointed and unmotivated to keep posting. Instead of focusing on vanity metrics like downloads, Roger recommends focusing on consumption. Without a doubt, creating a podcast might be the single most important things you can do to build your brand. If your listeners are spending two hours a month with the brand, that's two hours of intimate attention—something no other marketing channel can match. Why Audio Wins Over Video While many companies want both video and audio, audio tends to outperform. According to Roger, this happens because listening to a podcast is intimate. It's you in someone's ear while they drive, work out, or walk the dog. It's "me time," not multitasking. Compare that to video, where distractions are constant and attention spans are short. Unless you're a celebrity like the Kelce brothers or Joe Rogan, most people aren't going to watch two talking heads for hours. They'll sample a short video clip, but they'll actually consume the full conversation in audio. The portability of podcasts makes them an executive's favorite medium, because you can take them anywhere, from the car to the gym to the airport lounge. In fact, new research shows that people will switch how they're watching throughout the day. They may start watching it on their TV and later switch to audio while they're at the gym. The Real Secret: Authenticity Over Perfection Beyond consistency, Roger emphasized that the best podcasts bring personality and vulnerability to the table. Listeners don't want a polished corporate message. They want the real you with flaws, mistakes, and all. Listeners often recall personal details Jason's mentioned on the show, like anecdotes about Aspen. That intimacy is what makes podcasts such a powerful trust-building tool. The trick is to stop trying to sound like someone else. Early on, stop trying to be the next Gary Vee and see how much better authenticity works with the audience. As long as you're being yourself and keep consistent with posting, you can become that reliable friend that is now part of their routine and consistently delivers value to them. Once they're loyal listeners who trust you, joining your community - or even buying from you - becomes a natural next step. The Weird Side of Podcasting Of course, every podcaster has their weird stories. For his part, Roger recalled recording with a guest who had to set up shop in a hotel closet, surrounded by pillows and blankets, just to dampen the echo. Not glamorous, but it worked. Jason has also recorded a podcast at a hotel room, when right after a speaking event he was approached by two attendees who said they inspired him to start their own podcast and would go buy the equipment right that moment and wanted him to be their first guest. They saw the opportunity and took it. This is the reality of podcasting: it's not about perfection, it's about connection. If you're waiting for the perfect studio setup or production conditions, you'll never start. Get scrappy, launch, and let the consistency carry you forward. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training What do you do when your career takes an unexpected left turn? And how do you know when it's time to stop hustling like a freelancer and start leading like a CEO? Today's featured guest found herself in that situation and made the bold choice to go from career misstep to becoming an agency owner. She'll dive into what it really takes to go from a one-woman shop with dial-up internet to leading a team with vision, systems, and staying power. From handwritten letters with a 15% close rate to breaking free from client dependency and leveraging AI without losing the human touch, she shares the hard-earned lessons every agency owner needs to hear. Kriston Sellier is the President and Founder of Id8, a specialized branding agency based in Atlanta. With more than 25 years in the business, she's built a reputation for helping food, beverage, and manufacturing brands stand out and thrive. Kriston is passionate about research-driven branding, cultivating strong communities, and proving that the human side of leadership is just as critical as the strategy. In this episode, we'll discuss:                                    Starting over after being fired. Outgrowing freelance mode. What do agency owners need to grow? Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Thriving in the Agency World After Being Fired Kriston didn't step into agency ownership with a clean, corporate plan. She was fired. After leaving IBM to co-found an agency, she found herself pushed out after a handshake deal gone wrong. At 20-something, she was suddenly unemployed and staring down two options: get another job or finally chase her dream of starting her own shop. It wasn't easy, but that leap turned out to be the right one. Starting out with no clients, she set a modest goal of making $35,000 in her first year. Instead, she closed out her first nine months with $90,000. That was the moment she knew she wasn't just freelancing; she was building something real. From Cold Calls to Handwritten Letters: Building the First Client Base Kriston started with just a basement office and dial-up internet. Since this was the 90s, if her husband picked up the phone line upstairs it would disconnect the whole system. She started out making cold calls to every food and beverage brand in the Yellow Pages. Additionally, she also sent handwritten letters pitching her services, yielding an impressive 15% close rate. In today's digital-first world, that kind of return sounds impossible, but back then it got her first wave of clients. It's a reminder that persistence and a personal touch can cut through the noise, even if the tools have changed. Outgrowing Freelance Mode and Thinking Like a CEO Like many agency owners, Kriston spent the early years acting more like a freelancer than a CEO. That all changed in 2006 when one client made up 75% of her business. The sleepless nights and anxiety from being handcuffed to a single account forced her to rethink everything. A colleague recommended working with a business consultant, so Kriston hired one and for four years, she worked with a full-time consultant who helped her transition from operator to CEO. That shift meant putting systems in place, committing to sales, and most importantly, diversifying her client base. Within the first year of working with her consultant, she added 25 new clients and broke free from the one-client trap. What Agency CEOs Need to Grow? Kriston strongly believes that CEOs should surround themselves with subject matter experts. Every agency owner needs a good advisory board that tells them the truths they doesn't necessarily want to hear, which is why she recommends relying on financial, HR, and sales consultants that can help you look at things from a different perspective. Regarding her role as CEO, Kriston definitely sees herself as more of a coach than a manager. For her, leadership is about helping team members uncover the real issues behind their challenges and guiding them to their own solutions. Likewise, the best team members are those who show they're coachable and open to feedback. She doesn't see failure as the end of the road but as a symptom of something deeper. Her job is to help her team ask the right questions, recognize the root cause, and take ownership of the fix. That shift from micromanaging tasks to coaching outcomes not only freed her up as a leader but also empowered her team to make better decisions without her constant oversight. AI, Research, and the Future of Agencies Running a research-based agency, Kriston is a big fan of Perplexity, a research-focused AI she uses 20–40 times a day for everything from writing stronger emails to analyzing massive datasets. But she's quick to point out that AI isn't a replacement for agencies—it's an enhancer. Where some fear AI will eliminate agency work, Kriston agrees that companies will still want experts to navigate the complexity and not DIY everything themselves. Clients may use AI for certain tasks, but they'll still rely on agencies for strategy, creativity, and execution.. AI + human expertise is the winning formula. And with large organizations outsourcing more marketing again, Kriston believes the future is bright for agencies that bring innovation, research, and personal connection to the table. Cooperation Over Competition Kriston wants agency owners to stop treating each other like competitors and start seeing each other as collaborators. She believes the industry's future depends on agency owners being open, honest, and willing to share both wins and lessons learned. Most agency owners see every other shop as a threat when they're starting out, fearful of competition instead of open to collaboration. At some point, however, through masterminds and peer groups, they come to realize the real growth comes when owners start to build community and create strategic partnerships. For Kriston, it all comes back to community, the same mission she set when she started ID8 decades ago. Build the community, and the business will follow. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you really implementing AI in your agency the right way? Adding a random tool just to say you "use AI" isn't the game changer many agency owners hope it will be. In fact, chasing shiny AI solutions can waste time, drain resources, and create tools your team never actually uses. Many agency leaders, especially those aiming to build a sellable business, assume any form of AI integration will automatically boost their agency's value. But today's featured guest strongly disagrees. He's seen firsthand how agencies fall into the trap of building solutions first and searching for problems later, a costly mistake that does more harm than good. Instead, he's here to share how to approach AI adoption strategically, in ways that actually stick and drive real results. Ken McLoud is the CEO of Laconic Technologies, a business that aims to help agencies figure out how to make AI actually useful. His specialty is finding high-leverage spots in your agency where AI can unlock growth without bloating your headcount. Ken helps owners avoid wasted tools and instead roll out AI that gives their teams real superpowers. In this episode we'll discuss: How agency owners are forcing AI integration the wrong way. When to use custom code. A case study of real world wins and misses. The future of AI in agencies. Subscribe Apple | Spotify | iHeart Radio 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. Stop Forcing AI Where It Doesn't Belong Ken specializes in helping agency owners start to think strategically about AI. One of the first things he warns about is the "solution in search of a problem" trap. Too many agency owners decide, "We need to be using AI somewhere," and then jam it into the wrong part of the business. That usually leads to tools that sound cool but don't move the needle, or worse, meet resistance from the very team that's supposed to use them. Instead, Ken suggests starting with the business itself. Are you demand-constrained (needing more leads) or supply-constrained (too much work, not enough capacity)? His litmus test is simple: if a fairy godmother doubled your clients overnight, would you cheer or panic? That answer tells you where the bottleneck really is, and that's the exact spot where AI should be applied. Case Study: Smarter Finance Insights with AskQuick.ai Ken worked to build AskQuick.ai with Nate Jenson, a fractional CFO who worked with tons of agencies. Nate had deep financial expertise but needed a way to scale his brain. Together, they built AskQuick.ai, a chatbot trained on Nate's own textbook of agency finance. The result was a tool that taps into a client's QuickBooks data to deliver specific insights, like spotting which clients are actually losing money. After a rebrand, he is now marketing the product as a simple, agency-friendly tool rather than a complex back-end. No-Code Tools vs. Custom Code: Where's the Breaking Point? Every agency owner has been tempted by tools like N8N, Zapier, or Make.com. According to Ken, these tools are perfect for simple workflows and stuff you could explain in one or two sentences. These tools are often pitched as something anyone with a computer and no experience ca n use, but once your automation starts piling up with dozens of nodes, things break constantly, and you spend more time fixing than benefiting. That's when it's smarter to build custom code. Ken compares it to driving stick shift: more control, less frustration, and often a way faster solution. AI As a Superpower Not a Replacement For Ken, the real promise of AI isn't replacing people, but rather upgrading them. He calls it "giving your team superpowers." By offloading the repetitive, low-value work to AI, you free up your people to focus on strategy, creativity, and client impact. Instead of fearing AI, most teams welcome it. Nobody loves repetitive tasks, and when you use AI to clear that away, your staff gets to spend more time on what actually lights them up. Real-World Wins (and Misses) If you're wondering how some agencies are using AI right, Ken has seen quite a few examples. For instance, an Australian medical agency built a custom chatbot trained on years of proprietary medical content. The tool now helps their writers quickly draft accurate, technical marketing content; something that would have taken hours of research before. Huge win. On the other hand, this agency built a classic example of a solution in search of a problem. Basically, the owner wanted an elaborate folder system to organize AI chats. It sounded clever, but the writers never actually needed it. Why? Because new AI queries were faster than digging through folders. A perfect example of chasing a solution before identifying a real problem. The Future of AI in Agencies in Plain English Looking ahead, Ken sees AI becoming a tool to replace code and processes. Many things we used to hardwire with messy "if-this-then-that" logic can now be handled with prompts. That means non-technical agency owners can adjust systems in plain English instead of hiring a developer every time they need a change. These tools can make all the difference for agencies that get hundreds of deals come through every day and need a quick way to sort through the ones that can be most profitable from those that likely won't. In these cases speed is everything and AI can deliver in a way that human response cannot. However, Ken is also clear that not every problem should be handed to AI. High-value, low-risk areas, like grading prospects or filtering opportunities, are perfect testing grounds. Mission-critical, high-risk functions will probably still need human oversight for a while. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Most agencies don't make it 25 years but Bill Swanston's has. From surviving 9/11 to leading a 30-person team through COVID, Bill shares how Bosun (formerly Frederick Swanston) adapted, learned to love KPIs, empowered their team, and even pulled off a successful rebrand. His story proves you can survive the toughest agency seasons and come out stronger—if you track the right numbers, avoid "superclient" risk, and learn to truly let go. What You'll Learn Why resilience (not just growth hacks) is the real agency survival skill How ignoring KPIs almost cost the agency big—and how to avoid that mistake Why letting go of control is the only way to grow past founder-dependence What a rebrand really signals about an agency's maturity and leadership shift The hidden dangers of relying on a "superclient" Key Takeaways Keep overhead light in uncertain times—it gives you room to maneuver when crises hit. Track your KPIs like a client project: salaries as % of AGI, AGI per employee, revenue per client. Don't rely on a single client for survival—client concentration is a silent killer. Empower your team early—you can't scale if you're reviewing every deliverable yourself. Rebrands work when they reflect a cultural shift—not just a new logo. What does it really take to keep an agency alive through market crashes, pandemics, and the endless grind without burning out or losing your edge? Today's featured guest will unpack his journey from starting in a basement with a couple of clients to leading a 30-person team through some of the toughest seasons an agency can face. From navigating financial blind spots to learning how to actually let go and trust his team, and the reason the agency's 25th anniversary actually marked a big shift with a new rebrand. Bill Swanston is the president and founder of Bosun, an Atlanta-based agency that just celebrated its 25th anniversary. Formerly known as Frederick Swanston, the agency has weathered market crashes, client shakeups, and a pandemic while building a powerhouse team with deep creative and digital chops. In this episode, we'll discuss: The challenges that really tested the agency's resilience. How learning to love KPIs saved the business. Why rebrand after 25 years? Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Building Through Adversity and Surviving 9/11 After moving back to Atlanta from New York, Bill was freelancing at BBDO and thinking about switching to smaller agency. As he saw it, it was better to be a big fish in a smaller pond. Unfortunately, his gig at the smaller agency was short lived, since the agency shut down for good. Instead of packing it in, Bill and his partner Scott Frederick grabbed a few clients, set up shop in a basement, and got to work. Built-in revenue gave them a smoother start than most scrappy entrepreneurs, but reality set in quickly. By the early 2000s, they were hit hard by 9/11 and its ripple effect on corporate events. It was a reminder that whether you're at a big holding company or running your own small shop, stability is often an illusion. Surviving those first waves meant keeping overhead light, grinding it out, and learning how to adapt before the word "pivot" became a business cliché. The Challenge that Really Tested the Agency's Resilience Partnerships can make or break an agency and Bill admits the early years with his partner had their rough patches, not as creatives, but as business owners learning how to disagree productively. Over time, their different strengths meshed into what became a powerful leadership duo. But nothing tested the agency quite like COVID. With a staff of 30 suddenly looking to them for answers, the partners had to act fast. They slashed salaries, cut their own pay completely, and relied on federal relief programs like PPP loans to keep the team intact. That lifeline, combined with quick adjustments, got them back on track. As Bill put it, "It was the absolute worst period of time for the agency. But we came out stronger because we had no choice but to figure it out fast." From Gut Instinct to KPIs That Saved the Business Like a lot of creative-led shops, Bill and his partner weren't exactly obsessed with financial metrics at first. According to Bill, they mostly leaned on QuickBooks, check-writing, and gut instincts. That worked until it didn't. By the time they realized improprieties had slipped under the radar, they knew it was time to upgrade. Today, they track everything from salaries as a percentage of adjusted gross income to AGI per employee to recurring revenue versus project-based work. They also look at revenue per client to ensure there isn't any one account that is overwhelming the team. Like many agencies, they had this happen at one point, with a client that accounted for 50% of their billing. He remembers being scared once this client started to dwindle as a result of the '08 crisis, which taught him the danger of relying on superclients that can walk away and take half your revenue with them. Bill stresses that KPIs aren't about being a math whiz, but about having clarity. Knowing your true profitability by client or department means you stop guessing and start making better decisions. "We do it for our clients," he said, "so we've got to do it for ourselves too." Nowadays, he works with an external CPA and an internal comptroller who help him keep an eye on the agency's finances. Pro tip: If you're not yet at the point where you can have a CFO but don't know where to start to assess your agency's financials, use askquick.ai. It's a tool developed by Jason and his team that'll help you figure out your most profitable clients, assess your financial red flags, measure your KPIs, and more. Learning to Let Go and Empower the Team For the first decade, Bill and Scott were deep in the weeds, reviewing every creative output, managing every account, carrying the business on their backs. Eventually, the workload became too much and they had to learn how to trust others. Empowering team members to make real decisions wasn't easy. It started organically as new hires took over account management, media, and digital responsibilities. Over time, Bill realized the work improved when people felt ownership and felt empowered to shape the agency. "The ability to let go and trust others is essential to grow your agency," he says. This trust not only gave the agency room to grow but also gave Bill and Scott the freedom to step back from being prisoners of their own business. Why Would a 25 Year Old Agency Rebrand Now? After two and a half decades as Frederick Swanston, the founders made the bold move to rebrand as Bosun to better reflect what they'd become. The decision was about more than a new logo. According to Bill, keeping their surnames in the brand felt too self-centered and didn't reflect the agency's culture. The rebrand signaled a shift: it's not about Bill or Scott anymore. It's about the team, the clients, and the relationships that actually fuel the work. While rebrands often make clients nervous, Bill said the transition was seamless. In fact, many partners celebrated alongside them, proving that strong relationships matter more than the name on the door. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you still thinking of AI as just "ChatGPT with a better prompt"? Or maybe you've played around with Zapier automations and thought, yeah, that's good enough. Today's featured guest knows that the agencies pulling ahead right now are building full-on AI agent networks that replace routine tasks, streamline data pipelines, and give their teams superpowers. She's re-engineering her agency around AI and will talk about where she finds top-tier talent and why you don't need to code to lead your agency into the future. Jennifer Bagley is the CEO and founder of CI Web Group, a fully virtual digital marketing agency registered in 22 U.S. states with clients across the United States and Canada. A former corporate operator turned entrepreneur, Jennifer started in real estate and mortgage brokerage before leaning into the marketing work she built to support those businesses. Today she runs a modern, tech-forward agency that's rebuilt its stack around AI, centralized data, and agentic networks, all while carrying the scars and lessons of scaling, pivoting, and re-founding a business from the ground up. In this episode, we'll discuss: Feeling trapped by the business. Hiring, firing, and the people reset AI, reskilling, and the end of "middle" roles What does this talent cost? Subscribe Apple | Spotify | iHeart Radio 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. From Corporate Ladder to Accidental Agency Founder Jennifer came from an operations background, a self-proclaimed black belt in Six Sigma and certified project manager. Having built that corporate background, she had made a promise to herself ("by 30 I'll be an entrepreneur"), and started to build the side hustle that became the main event. She started in real estate and mortgage brokering where she had to learn marketing the hard way; not because she wanted to be a marketer, but because the survival of her businesses depended on it. Initially, Jennifer didn't set out to build a scalable agency; she built a team to support her broker network. When the market collapsed in 2008, the same team that did marketing for agents suddenly had a market outside real estate. That "we'll just help this painter or HVAC company" phase is where the web group was born: small, service-focused, and useful to people in her network. That accidental turn became a business by solving real, pressing problems for paying clients, then leaned into that. Trading Time for Freedom: The Hard Pivot For the first five years, Jennifer describes the business as a "lifestyle" operation, profitable maybe, but trapping her time. She was trading billable hours for income and was reaching her limit when she hired a coach that forced a reckoning: if entrepreneurship isn't buying you time, money, and freedom, what's the point? So she made the brutal choice of cutting consulting contracts and burning the bridge to the "safety" of hourly work, and effectively gave herself a mulligan. This is the classic founder pivot: you have to choose between growth that keeps you doing the work and growth that scales the business without you. Jennifer's reset wasn't pretty, for a while she lost everything and she and her son lived in an office for a while, but it bought her the permission to build something salable, not just sustainable. Agency owners who feel trapped in delivery need to remember that sometimes you have to give up short-term revenue to create long-term value. Feeling Trapped by the Agency and Becoming a CEO Those first five years, Jennifer continued to run a business that started as a supply chain consulting and eventually turned into a sales supply chain consulting. This change meant the business was now a good lead generator for the agency but it also meant Jennifer was essentially selling her image and her time. Until she ran out of time. Once she felt trapped by the business, Jennifer actually hired a business coach that helped her change the model from "selling Jennifer with marketing on the side" to an actual sustainable business. She had to go back to the basics and remember she, like every entrepreneur, started the business with the idea of having more time, money, and freedom. It took losing everything, but Jennifer knew she didn't want a lifestyle business, she wanted a sellable business. The antidote was delegation plus systems. If you want growth and a future exit, you need to own those CEO responsibilities and be comfortable with letting go of the day-to-day. Hiring, Firing, and Resetting the Team Jennifer's talent strategy has evolved with each stage of growth. Her early hires were the classic "friends, family, fools" bootstrap crew; later she invested in developers, content teams, project managers, and over time, more strategic hires like CFOs, chief of staff, BI teams, and AI engineers. Each five-year arc brought a new set of needs and a new level of sophistication in hiring. Now, she divides her time between promoting her agency's work in podcasts and content and thinking of ways to navigate her business in these volatile and exciting times. Her most recent addition to the team was a technology and transformation team that is revisiting all of the agency's processes, investments, and infrastructure. As a result, she has downsized her team from over 300 W2 employees and refocus the team. The takeaway for agency owners: be honest about whether your people are builders or maintainers, and hire accordingly. The workforce you need for growth is not the same as the workforce you need for stable operations. Building AI Agent Networks with Centralized Data Jennifer's agency shifted from WordPress to Webflow and built agentic networks: hundreds of AI agents that crawl competitors, do strategy homework, and automate tasks that humans used to do. More importantly, they rebuilt infrastructure into a hub-and-spoke model with a centralized min.io data layer and ETL pipelines feeding analytics and BI. Two big lessons here. One: invest in your tech stack deliberately so you're not a Frankenstein of five different platforms that don't talk to each other. Two: design your data architecture so your people (and your AI agents) have a single source of truth. That's how you get from fire-fighting in six dashboards to proactive, predictive signals that tell you when a client engagement needs attention. AI, Reskilling, and Shrinking Middle Roles Jennifer draws a hard line: the agency now tends to hire either very seasoned client-facing leaders or AI engineers; the middle is shrinking. With agentic networks giving junior staff "superpowers," the agency can afford fewer mid-level "lever pullers." At this level there's no room for slow execution or elementary work. That's a cultural and ethical challenge, both for hiring and for workforce development. For agency owners, this raises practical HR questions: do you reskill your people, or replace them? Jennifer suggests building agent-driven systems that augment humans, and being brutally honest about who can grow into that future. It's also a call to action for how we prepare the next generation: schools won't teach this; companies will need to. Playing with AI Platforms: Why Leaders Need to Just Know Enough to Be Dangerous Jennifer started like a lot of agency owners dipping into AI, playing around on tools like n8n, Make.com, Relevance, and Longchain. Her dev team laughed, calling her an "elementary school kid on a tricycle," but here's the point: she didn't need to master the tech. She needed to know enough to point her team in the right direction. Instead of obsessing over code, she framed the problem differently: "Here's what I don't want a human doing anymore. Can you make that happen?" That mindset shift is key for agency owners. You don't need to be a full-stack AI engineer to lead an agency into the future; you just need to clearly define outcomes and invest in people who can deliver them. Find Real AI Talent in Unlikely Places This is where most agencies get stuck. You're not going to find your next AI architect on Upwork. Jennifer leaned on her network, starting with her cousin Chris, a hardcore developer who initially thought AI platforms were "rookie business." Once Chris realized the power of agentic networks to scale his expertise, he became the backbone of CI Web Group's transformation. Now, she hunts talent in unconventional places: hackathons, LinkedIn, and especially YouTube. Forget the flashy "10x growth hack" videos — she looks for nerds with four views, geeking out about orchestrators and ETL pipelines. Those are the builders who care about solving real problems, not just building hype. Her tip: if you find one, reach out immediately. They don't want sales, they just want to build. Designing AI Agents Like an Agency Org Chart Jennifer compares AI agents to a company org chart. You don't hire one person to do everything, that's a recipe for burnout. Same thing with AI. Each agent should tightly focus on a single task, with checks, auditors, and orchestrators overseeing the system. The payoff was massive efficiency gains. Instead of six different platforms that don't talk, her agency built a centralized hub with min.io, ClickHouse, and AI layers on top. That's how you go from patchwork automation to true predictive intelligence. The Real Cost of AI Talent If you're wondering how much this all costs, the answer is… a lot. On the high end, seasoned AI engineers can run you a quarter million in salary. On the low end, Jennifer tests new hires on project-based sprints, maybe $6K for a 10-hour challenge. The point isn't to cut costs; it's to prov