“As you're building your business, you're building your agency, you're going to realize that there's some prospects that are just not right. You have to go through that Vegas buffet and get sick and food poisoning because you overate and you ate a lot of the bad shit and you tell yourself, ‘I'm not going to eat those raw craw legs anymore.’” -Jason Swenk

The finer details of this episode:

• Jason Swenk's journey from agency owner to consultant and mastermind leader
• Importance of knowing target audience and sales process for agency success
• Value of creating a community of like-minded individuals through masterminds
• Emphasis on maintaining a high-quality community over quantity in mastermind groups
• Importance of building strong client relationships and conducting thorough research
• Unique approach to hiring by setting specific instructions for applicants to follow
• Significance of qualifying leads early in the sales process
• Value of personal challenges and experiences in shaping one's perspective and approach to business

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletter
• Digital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, is now an audio book! Download it here: https://vcfo.summitcpa.net/ddc
• Connect with Jason here: https://www.linkedin.com/in/jasonswenk/
• Listen to Jason’s podcast here: https://www.agencymastery360.com/podcast
• Check out Agency Mastery 360 here: https://jasonswenk.com/
• Subscribe to Jason’s YouTube channel here: https://www.youtube.com/jasonswenk

Timestamps:

Accidental Agency Owner (00:00:00 )

Jason's accidental entry into the agency world and his agency's growth and eventual sale.

Transition to Consulting (00:03:08 )

Jason's transition from running an agency to helping other agency owners and the inspiration behind his consulting practice.

Mastermind Community (00:04:45 )

Jason's approach to running a mastermind community, its structure, and the experiences it offers to its members.

Exclusive Mastermind (00:08:28 )

Jason's encounter with an exclusive mastermind and his decision to create a more genuine and impactful community.

Client Relationships (00:11:51 )

Jason's insights on maintaining client relationships and the importance of delivering exceptional service.

Attract, Convert, Scale Methodology (00:14:32 )

Jason's methodology for agency growth, focusing on attracting ideal clients, converting leads, and scaling the business.

Interviewing and Hiring (00:20:27 )

Jason's advice on the interviewing process and the importance of knowing oneself and researching the client or employer.

Research and Applications (00:21:34 )

Discussion on the importance of research in job applications and disqualifying uninterested candidates.

Lack of Research in Agency Pitching (00:22:47 )

Personal anecdotes about pitching without proper research and the consequences.

Budgeting and Sales Process (00:25:48 )

Strategies for asking for a budget in the sales process and the importance of understanding the client's budget.

Personal Question: Epic Experiences (00:30:29 )

Sharing personal epic experiences, including hang gliding, paragliding, and winter