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Agency Blueprint

The Agency Blueprint Podcast is for Agency Owners looking to explore strategies for scaling a truly profitably agency, reducing stress and getting your personal life back. Hosted by Robert Patin International Best Selling Author, Business Coach and Contract CFO for Creative Agencies.
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Episodes

Season 17 | Ep 197 | Fear vs Numbers with Bill Coletti

Are you struggling to make tough business decisions without second-guessing yourself? You’re not alone; many creatives struggle with balancing human connection with data-driven clarity. In this episode of The Agency Blueprint, I’m joined by Bill Coletti to discuss the interplay between fear and data in entrepreneurship, especially during pivotal decision-making moments. Bill is the founder of Kith.co and SCT Leadership, a seasoned entrepreneur, strategist, and author of Critical Moments. With de...

Aug 22, 202538 minSeason 17Ep. 197

Season 17 | Ep 196 | CEO Habits: Daily Practices that Keep You in Control

Are you one of those entrepreneurs that obsess over routines like cold plunges, journaling hacks, and early morning rituals hoping to unlock clarity and energy? These surface-level habits aren’t the key to running a thriving agency, mastering foundational leadership principles is. In this episode of The Agency Blueprint, I discuss four foundational leadership principles that drive better decision-making and sustainable agency growth. I explain the power of prioritizing needle-moving work, having...

Aug 15, 202518 minSeason 17Ep. 196

Season 17 | Ep 195 | Revenue Is Not a Win: Why You Should Care More About Cash Flow

Is revenue growth the dangerous illusion that could be silently sabotaging your agency? While many agency owners celebrate high revenue, few realize that without healthy profit margins and sustainable cash flow, their business could be bleeding money. In this episode of The Agency Blueprint, we discuss how agencies become revenue-rich but profit-poor. We explain why mispriced services, long client payment terms, and unchecked operational costs quietly destroy profits. Don’t miss this episode to ...

Aug 08, 202521 minSeason 17Ep. 195

Season 17 | Ep 194 | Non-Linear Agency Growth with Taylor Frame

Are you in the messy middle of growth, struggling to scale sustainably, or just craving more freedom without dropping balls? In this episode of The Agency Blueprint, I’m joined by Taylor Frame, co-owner and CRO of Best Practice Media, to discuss everything from systems building and team autonomy to the emotional rollercoaster of entrepreneurship. He opens up about what it takes to scale a successful digital agency from launching over 100 e-commerce brands to six-figure months to building a team ...

Aug 01, 202537 minSeason 17Ep. 194

Season 17 | Ep 193 | The Owner Bottleneck: How to Remove Yourself from Day-to-Day Chaos

Are you the bottleneck in your business without even realizing it? Not because of a lack of trust or effort, but simply because you've been involved in everything for too long, and now every decision flows through you. In this episode of The Agency Blueprint, I discuss the critical hats every agency owner wears—the technician, the manager, and the CEO—and when each hat should be worn or retired. I also explain why delegation is about moving from control to leadership and not just about removing ...

Jul 25, 202520 minSeason 17Ep. 193

Season 17 | Ep 192 | The Power of Saying No: Redefining Success for Your Agency

Do you often find it hard to say no, even when you know you shouldn’t say yes? While it’s tempting to always say yes, especially when scaling an agency, pleasing clients, or chasing new opportunities, every yes carries a hidden cost. In this episode of The Agency Blueprint, we discuss the transformative power of saying no and redefining success in your own terms. We explain why saying yes too freely can slowly erode the foundation of your business and well-being. Listen in to learn how constantl...

Jul 18, 202521 minSeason 17Ep. 192

Season 17 | Ep 191 | Print Advertising for Agencies with Jessica Embree

Is print marketing still relevant in today’s digital world? Believe it or not, there are real-world examples of how businesses are building credibility, driving engagement, and standing out from competitors using print advertising. In this episode of The Agency Blueprint, I’m joined by Jesicca Embree to dissect the biggest misconceptions surrounding print media marketing. Jessica is the Creative Director at Tulip Media Group and co-author of the Amazon bestseller Double Sales/ Zero Sales People ...

Jul 11, 202524 minSeason 17Ep. 191

Season 17 | Ep 190 | Agency Burnout is a Systems Problem

Are you aware that being a bottleneck is a hidden addiction for many agency founders, driven by a subconscious need to feel important or irreplaceable? In this episode of The Agency Blueprint, I explain why burnout doesn’t stem from effort alone, but from a lack of systems, delegation, and process structure. I also explain how to implement simple yet effective systems that allow your agency to grow without your constant input. Don’t miss this episode to learn more about the power of systems and ...

Jun 27, 202519 minSeason 17Ep. 190

Season 16 | Ep 189 | Unlocking Growth Through Automation with William Christensen

Can you identify repetitive tasks in your agency that can be automated, delegated, or eliminated? When done correctly, automation can help you overcome overwhelm and scale your businesses effectively. In this episode of The Agency Blueprint, I’m joined by William Christensen to discuss the importance of automation, delegation, and elimination in scaling creative agencies. Will is the founder of Entrepreneurs Apprentice and the co-founder of Data Automation. He is known for his automate, delegate...

Jun 20, 202529 minSeason 16Ep. 189

Season 16 | Ep 188 | Boosting Agency Profit Margins Without Raising Rates

What strategies for increasing profitability can you utilize without raising rates? While raising rates is a straightforward way to boost margins, it’s not always feasible due to market limitations or client resistance. In this episode of the Agency Blueprint podcast, we discuss actionable strategies for improving agency profitability without raising client rates. We further discuss the importance of having clean, organized financial statements as the foundation for making informed decisions. Li...

Jun 13, 202520 minSeason 16Ep. 188

Season 16 | Ep 187 | The Science of High-Converting Proposals

Did you know that proposals are not the primary tool for selling services? A proposal is meant to seal the deal, not sell it, real selling happens long before the proposal is ever presented. In this episode of the Agency Blueprint podcast, I discuss the science of crafting high-performing proposals and bids. I further break down the critical steps to creating proposals that reinforce trust, articulate value, and ultimately close deals. Don’t miss this episode to learn how to avoid overloading pr...

Jun 06, 202523 minSeason 16Ep. 187

Season 16 | Ep 186 | The Transparent Leader

Do you practice true transparency or are you one of those leaders who claim to promote openness while operating behind a veil of secrecy? Opaque leadership is damaging and often leads to mistrust, instability, and high employee turnover. In this episode of The Agency Blueprint, we discuss why authentic transparency in leadership is vital for building a cohesive, high-performing agency culture. Unlike opaque leadership, transparency builds trust, fosters alignment, and empowers teams to contribut...

May 30, 202519 minSeason 16Ep. 186

Season 16 | Ep 185 | Success Shortcuts with TJ Slattery

Is your business suffering from the Underpants Gnome Syndrome or do you have a step-by-step strategy for business growth and scaling? In this episode of The Agency Blueprint, I’m joined by TJ Slattery to discuss the common flaw of small business owners who have grand ideas without a clear roadmap to profitability. We further discuss the importance of understanding and clarifying one's goals and motivations as an entrepreneur. TJ is the owner and founder of Crow's Nest Consulting, a lifetime entr...

May 23, 202524 minSeason 16Ep. 185

Season 16 | Ep 184 | Results, Results, Results

How do you track and present measurable outcomes your agency delivers to clients? Results are the backbone of client satisfaction, business growth, and long-term partnerships. In this episode of The Agency Blueprint, we discuss how to track and present measurable outcomes to clients. We explain the importance of understanding what to measure, how to encourage clients to share their successes, and the significance of highlighting these results in sales conversations. Don’t miss this episode to le...

May 16, 202523 minSeason 16Ep. 184

Season 16 | Ep 183 | Team Incentive Structures

Does your team feel disconnected from the agency’s success? Are incentive programs what’s going to keep your team engaged and invested in your agency’s long-term success? In this episode of The Agency Blueprint, I discuss how to create effective team incentive structures that foster collaboration, boost morale, and drive high performance. I explain how to structure incentives to balance personal achievement with teamwork, rewarding high performers without undermining collaboration. Don’t miss th...

May 09, 202518 minSeason 16Ep. 183

Season 16 | Ep 182 | Creative and Design Talent Hiring with Fletcher Wimbush

Do you find hiring top creative design talent an overwhelming process, especially when relying on polished portfolios that don’t always reveal a candidate’s true abilities? In this episode of The Agency Blueprint, I’m joined by Fletcher Wimbush to discuss actionable strategies for making smarter, more confident hiring decisions. Fletcher is the CEO and founder of Discovered Performance Hiring Software and has dedicated a decade to tackling hiring's hardest problems. As an ethical AI proponent, h...

May 02, 202524 minSeason 16Ep. 182

Season 16 | Ep 181 | Automation in Client Onboarding

Client onboarding is more than just paperwork—it’s about setting the tone for a lasting partnership. How then do you streamline the process without losing the human touch that makes clients feel valued? In this episode of The Agency Blueprint, I discuss how automation can help streamline the client onboarding process while maintaining a personal touch. I explain the benefits of a positive onboarding experience and how bad onboarding can lead to micromanagement and dissatisfaction. Don’t miss thi...

Apr 25, 202523 minSeason 16Ep. 181

Season 16 | Ep 180 | Your Freedom Through Setting Client Boundaries

Do you often feel overwhelmed by constant client demands, unpredictable schedules, and the pressure to always be available? Establishing clear boundaries can help you regain control of your time and improve your client relationships. In this episode of The Agency Blueprint, we discuss how to regain freedom by setting professional boundaries in a respectful, structured way with clients. We explain the importance of clearly defining expectations around scope of work, communication tools, and respo...

Apr 18, 202523 minSeason 16Ep. 180

Season 16 | Ep 179 | Rolling Projections with Dan DeGolier

Why stick to a static budget when you could proactively predict your financial future with rolling projections? Continuously updating financial projections allows businesses to reflect actual performance and adjust to changing conditions. In this episode of The Agency Blueprint, I’m joined by Dan DeGolier to discuss valuable insights on financial forecasting, budgeting, and cash flow management for small and medium-sized businesses. Dan is the founder of Ascent CFO Solutions, has extensive exper...

Apr 11, 202519 minSeason 16Ep. 179

Season 16 | Ep 178 | Selecting Your Marketing Channels

Are you an agency owner struggling to decide where to focus your marketing efforts for reliable lead generation and scalable growth? In this episode of The Agency Blueprint, I discuss the power of being strategic and intentional in your marketing approach, focusing on where your ideal clients already spend their time. I share my personal journey from doing everything to focusing on one strategy and optimizing every funnel stage—resulting in consistent and meaningful lead generation. Don’t miss t...

Apr 04, 202520 minSeason 16Ep. 178

Season 15 | Ep 177 | How to Qualify Leads Quickly and Close Faster

Are you struggling to qualify leads quickly and efficiently, wasting time on unqualified prospects? Instead of immediately pitching services, the initial sales conversations should focus on evaluating the fit to save time and increase your chances of closing deals with the right clients. In this episode of The Agency Blueprint, we discuss strategies to qualify leads quickly and efficiently. We explain why asking the right questions, understanding a potential client’s needs, and knowing when to w...

Mar 28, 202515 minSeason 15Ep. 177

Season 15 | Ep 176 | Agency Data Insights – Client Feedback Issues with Masud Hossain

Are you ready to transform how your agency handles client feedback and elevates project delivery? To master agency workflows and create exceptional client experiences, you must streamline communication, reduce revisions, and deliver results. In this episode of The Agency Blueprint, I’m joined by Masud Hossain to discuss the art and science of managing client feedback while optimizing agency processes for efficiency and growth. Masud is the CEO of Queue, a platform designed to streamline agency o...

Mar 21, 202524 minSeason 15Ep. 176

Season 15 | Ep 175 | Developing Subscription-Based Strategy Only Models for Agency Services

Could it be that you’re not maximizing your agency’s true value? While many agencies focus solely on tangible outcomes, you can tap into your most valuable offerings by separating and monetizing strategy. In this episode of The Agency Blueprint, I discuss how to identify strategy as a high-value service and the role of strategy-only models in driving agency success. I explain why implementing structured strategy phases not only aligns client goals with execution but also ensures continuous impro...

Mar 14, 202517 minSeason 15Ep. 175

Season 15 | Ep 174 | Agency Investment – The Dos and Don'ts with Calvin Wilder

Are you making the right financial decisions to scale your business effectively? Financial decision-making for business owners can be complex but differentiating expenses from investments and focusing on risk assessment and ROI can make a difference. In this episode of The Agency Blueprint, I’m joined by Calvin Wilder to discuss the dos and don’ts of agency investments. Cal is the founder and CEO of SmartBooks, where their team empowers business owners to run financially healthy businesses throu...

Mar 07, 202522 minSeason 15Ep. 174

Season 15 | Ep 173 | A Balanced Scorecard for Performance Measurement

How can balanced scorecards and KPIs transform your business success? Well-designed performance metrics bring transparency, align teams, and streamline decision-making processes. In this episode of The Agency Blueprint, we discuss the transformative potential of balanced scorecards and well-structured key performance indicators (KPIs) for businesses. We also explain how to break down long-term objectives into actionable department-specific goals. Listen in to learn how full transparency with you...

Feb 28, 202523 minSeason 15Ep. 173

Season 15 | Ep 172 | Implementing a Client Feedback Loops to Drive Continuous Improvement

How can you elevate client delivery by harnessing the power of continuous feedback and improvement? Positive and negative client feedback is crucial and can inform strategies that boost retention, ROI, and long-term relationships. In this episode of The Agency Blueprint, I discuss the value of creating client feedback loops to uncover blind spots and enhance client experiences. I share effective methods to capture valuable client feedback, such as surveys, personalized check-ins, and exit interv...

Feb 21, 202515 minSeason 15Ep. 172

Season 15 | Ep 171 | State of Industry and Prediction with Emily Cohen & Hunter Vargas

How can your creative agency thrive in an evolving industry? The current state of the industry demands creatives to learn strategies for growing a creative business and building stronger client relationships. In this episode of The Agency Blueprint, I’m joined by Emily Cohen and Hunter Vargas to discuss the state of the creative industry, the growing importance of transparency and collaboration, and more. Emily and Hunter, a mother-daughter duo behind Casa Davka, have over 30 years of combined e...

Feb 14, 202535 minSeason 15Ep. 171

Season 15 | Ep 170 | Client Churn Indicators with Masud Hossain

How can understanding client behavior and refining your processes transform your approach to retention and growth? By identifying behavioral cues that indicate potential churn, agencies can take preemptive steps to retain clients. In this episode of The Agency Blueprint, I’m joined by Masud Hossain to discuss churn indicators in agencies and how to improve client retention. Masud is the CEO of Queue, a platform designed to streamline agency operations. He’s a first-generation immigrant from Bang...

Feb 07, 202527 minSeason 15Ep. 170

Season 15 | Ep 169 | Building Resilience: Preparing Your Agency for Economic Downturns

How can your business stay resilient during potential economic downturns? How do you navigate both micro and macroeconomic shifts while safeguarding your business? Many businesses thrive during booms but fail due to poor adaptability when conditions change, and the only way to avoid this is by staying prepared. In this episode of The Agency Blueprint, we discuss strategies for agency owners to prepare for business sustainability during economic downturns. We explain how to build resilience throu...

Jan 31, 202522 minSeason 15Ep. 169

Season 15 | Ep 168 | Mastering Omnichannel Marketing

How do you effectively engage potential clients in today’s crowded market? Have you heard of omnichannel marketing? This approach integrates multiple channels into a cohesive strategy that consistently engages prospects. In this episode of The Agency Blueprint, I discuss the power of mastering the omnichannel marketing strategy in a competitive landscape. I explain the psychology behind multiple touchpoints and how they help manage customer skepticism in a saturated market. Don’t miss this episo...

Jan 24, 202519 minSeason 15Ep. 168
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