If I had to point to two things that increase agency efficiency and profitability, it would have to come down to ‘Client Management’ & ‘Proposals.’ Client management would include internal, external communications and expectations. As for proposals, we want to structure them so that they can be easily updated in 15mins or less using systems and formats that are repeatable. In this episode of The Agency Blueprint, we have Dan, agency owner, and a member of The Agency Blueprint Mastermind Prog...
Mar 18, 2022•28 min•Season 4Ep. 47
Are you struggling in your agency because you offer so many services - and most of them aren’t even something that you’re good at? I’ve seen a lot of agencies struggle with this. The question is… why does it happen? In this episode of The Agency Blueprint, I answer that question and explain how damaging it can be to your agency. I also talk about how you can redesign your agency so you’re working within what you’re good at. If you want to work within your superpower, tune in to the podcast! Key ...
Mar 11, 2022•17 min•Season 4Ep. 46
Accurate estimation is the foundation of an agency’s profitability. Without the ability to accurately assess how much effort it is going to take to get an outcome for a client, it is extremely difficult to maintain healthy margins and avoid late nights and weekend work. In this episode of The Agency Blueprint, we have Marcel Petitpas. He is the CEO & Co-Founder of Parakeeto, a software company that helps agencies increase profitability by generating accurate, data-driven estimates in seconds...
Mar 04, 2022•25 min•Season 4Ep. 45
“I have zero time.” I’ve heard clients say this more times than I can count. And if you can relate to that, then you need to make a choice to manage your time better. In this episode of The Agency Blueprint, I explain why you feel like you’re being pulled in different directions. And learn how you can regain complete control of what you do with your time. If you want to learn the big and small adjustments that you can make to ease yourself out of being too busy, tune in to the podcast. Key Quest...
Feb 25, 2022•19 min•Season 4Ep. 44
There are many ways and platforms that will allow your agency to generate leads. But how will you know which one is most effective? In this episode of The Agency Blueprint, I invited Jared an Agency Owner to talk about his challenges in making his agency scale. We dig deep into the different ways he generates leads - and go into detail on what works and what can be improved. If you want to improve your lead generation - plus get tips on how to keep your energy high - tune in to our conversation ...
Feb 18, 2022•34 min•Season 4Ep. 43
Overworking yourself doesn’t lead to happiness. It doesn’t even lead to greater profits in your agency in most cases. I know this because… I’ve struggled with it. In this episode of The Agency Blueprint, I’m going to be vulnerable with you. I share how I struggled with overworking myself. And I’ll let you in on what went on in my mind - how I ended up tying my self-worth with my ability to be productive. If you want to know how I successfully overcame this period in my life, join me in the podca...
Feb 11, 2022•21 min•Season 4Ep. 42
Acquiring and retaining the right talent is the most important key to growth for any agency. Unfortunately, while this has proven true, agencies continue to use outdated processes that are no longer the best practice. But how do you know what the best approach is for your agency? In this episode of The Agency Blueprint, we have Megan, founder, and CEO of a recruiting and hiring agency, Queen of Ops. We’ll get right into methods to ensure that your agency hires the right person at the right time ...
Feb 04, 2022•27 min•Season 4Ep. 41
Change is incredibly important. If something isn’t working in your agency, you must do something different. Don’t let your fears and what-ifs keep you in decision-making paralysis. In this episode of The Agency Blueprint, I talk about how change can give you the breakthrough that your agency is looking for. I also share how 3 different agency owners reacted to change - and the different effects and impact it brought to their business. Are you ready to learn and be inspired? Tune in to the podcas...
Jan 28, 2022•22 min•Season 4Ep. 40
How do you set up the platform that’ll make your agency launch and grow? It all begins with the vision that you have for your agency. In this episode of The Agency Blueprint, I walk you through identifying your agency values. I also teach you how to identify your ideal clients, your offer, and what’ll set you apart in your niche. My goal is to make you see the bigger picture of what your agency can look like. If you’re ready to make that happen, join me in the podcast! Key Questions: What is the...
Jan 21, 2022•24 min•Season 4Ep. 39
Think of the growth of your agency like a road trip where the destination is your goal. During your journey, you’ll have various stops. You’ll encounter signs and maybe roadblocks along the way. How can you make sure that all these will lead you to your intended destination? In this episode of The Agency Blueprint, I talk about taking the right steps to take next to get your agency to scale. I focus on the different touchpoints between where you are now and where you want your agency to be. So i...
Jan 14, 2022•23 min•Season 4Ep. 38
With the right business plan in place, we can build and elevate our business where we want it to be. But, a rockstar business plan is only one step of the process. The deal-breakers that determine whether you’ll make or break it are attitude and mindset. In this episode of The Agency Blueprint, I discuss the steps you can take to create a solid business plan, catered towards building an agency to greater heights. Coupled with these steps are the ways on how you can eliminate the limiting beliefs...
Jan 07, 2022•24 min•Season 4Ep. 37
A remote workforce can be highly efficient and can even help you create an even better company culture. But if you don't have an effective remote working environment and know how to manage your remote team correctly, your agency won't thrive. In this episode of The Agency Blueprint, I talk about creating a collaborative type of remote working environment. I also give you some tips on communication standards and fostering connection within your remote workforce. So, if you'd like to discover how ...
Nov 19, 2021•16 min•Season 3Ep. 36
Every agency owner dreams of building a successful business. But without a strong foundation, it can be challenging to achieve your desired outcomes. If you still haven't achieved the success and freedom that you dreamed of having when you first started your agency, tune in to this episode of The Agency Blueprint. I'll share seven steps that can help you start building a solid foundation today. So, if you want to start setting up your agency for success, jump right into the podcast! The Key Ques...
Nov 12, 2021•12 min•Season 3Ep. 35
Your team is the foundation of your agency. It’s what drives your agency to long-term success. And since you're a service-based business, you’re essentially selling your team's expertise. But if you don't have the right team, your end product will not turn out how you want it to be. In this episode of The Agency Blueprint, I walk you through the entire vetting, selecting, and hiring process. I also share insight into how I usually pick employees to join my team. So, if you want to know how you c...
Nov 05, 2021•16 min•Season 3Ep. 34
Did you know that your agency’s efficiency and profitability can be predicted by how well your agency communicates internally and with clients? From project management problems to client errors, many things can go wrong when there is a communication breakdown. In this episode of The Agency Blueprint, I talk about why team communication matters. I also discuss some key fundamentals and communication strategies that you can use to ensure that your team members are effective communicators. Tune in ...
Oct 29, 2021•14 min•Season 3Ep. 33
Many agency owners ask me, “How do I make my team members feel engaged and excited about what they are doing?”, and “How can I create a safe and secure environment that motivates my team to jump out of bed every single morning and want to come to work and do their best?”. If you’re wondering the same things, tune in to this episode of The Agency Blueprint, where I talk about agency culture and the steps to creating your ideal work environment. I also share my personal experiences and what I’ve g...
Oct 22, 2021•17 min•Season 3Ep. 32
Running an agency can be stressful and overwhelming. After all, there are so many moving parts involved that even making a simple decision becomes difficult. Fortunately, there is a way to help mitigate the anxiety you may have around making a decision. And it lies in my favorite topic: data. In this episode of The Agency Blueprint, I talk about how data can give agency owners peace of mind when making decisions about their agency's future. I also share some of my own decision-making experiences...
Oct 15, 2021•16 min•Season 3Ep. 31
Have you ever worked hard on a project… only to find out that you weren’t profitable or that you made very little money? No agency owner wants to work for months on end, only to receive financial reports that show they are not doing well. Unfortunately, it happens a lot. In this episode of The Agency Blueprint, I talk about the importance of reporting and the different types of reporting you should be doing in your agency. I also give insight into how you can see what’s going on across your agen...
Oct 08, 2021•19 min•Season 3Ep. 30
KPIs and reporting data are fundamental to business management. If you and the rest of your team are not measuring your respective KPIs correctly, you are setting your agency up for failure. In this episode of The Agency Blueprint, I talk about KPIs – why they are important, which KPIs you should measure to match your business and agency type, and why KPI data should be accessible to managers and your agency’s middle management. So if you want to learn how to take your agency to the next level, ...
Oct 01, 2021•17 min•Season 3Ep. 29
It can be incredibly daunting to scale your agency. Fortunately, there are ways to make it happen without making you feel that it’s intensive. To increase your agency’s sales operations, you need to start paying attention to the sales input and output metrics. That’s why in this episode of The Agency Blueprint, I talk about the importance of sales inputs and output metrics and how they affect each other. I also give you a detailed example showing that it's possible to boost your agency's revenue...
Sep 24, 2021•13 min•Season 3Ep. 28
Many agencies start out with a lot of freelancers on their teams due to the perceived benefits. To start with, you don't have to be so involved in client work. You can also scale up and down as needed. However, there are also pitfalls to hiring freelancers, especially when an agency starts to grow. In this episode of The Agency Blueprint, I talk about the differences between hiring freelancers and offshoring. I also provide insight into what every agency owner needs to consider before deciding t...
Sep 17, 2021•14 min•Season 3Ep. 27
Every agency owner wants to increase the number of clients they are working with. After all, greater profitability is the overall goal. But how do you go about doing that? The answer lies in the information that is available to you. In this episode of The Agency Blueprint, I discuss why gathering information and communication are the cornerstones for a successful agency. I also share four tools to help you gather, present, and communicate information across your teams. If you'd like to learn som...
Sep 10, 2021•14 min•Season 3Ep. 26
70% of agencies average getting between one to three new clients per month. There are lots of different components that feed into that number, such as generating leads, establishing urgency, and price. But one of the most important components that’s missed is a long sales cycle. In this episode of The Agency Blueprint, I talk about why you need to consider your agency's sales cycle when planning and projecting your revenue. I also provide insight into what it's like to work with enterprise-sized...
Sep 03, 2021•13 min•Season 3Ep. 25
Utilizing analytical data is prime to finding new paths from new insights using historical data. In this episode, Robert Patin talks about how you can discover actionable insights using your agency’s existing data to help you make informed decisions based on data. Data-driven decisions that will ultimately scale your business in ways you were not able to in the past. Episode Links and Resources: 00:14 To Download Your Free Copy of The International Best Selling Book "The Agency Blueprint" just c...
Jun 25, 2021•18 min•Season 2Ep. 24
Building long-term, exceptional value client relationships is pivotal to your agency's success. Establishing these relationships can often prove difficult, mainly when negative client behaviors drive the working relationship. In this episode, Robert Patin shares valuable advice for agency owners to position the dynamic of the agency-client relationship in a way that works with and not against the goal. Episode Links and Resources: 00:14 To Download Your Free Copy of The International Best Sellin...
Jun 18, 2021•14 min•Season 2Ep. 23
In this episode, Robert Patin speaks with Charlotte Maldri, founder of Kafeen. Charlotte helps design agencies to create and implement marketing activities that generate new business. Both share valuable expert insights for marketing strategies that give agencies bulletproof tools to power agencies to the next level. Here are a couple of good reads by Kafeen. How to win new business when you can't show your client work How to get data when your client won’t cooperate. 38 Results To Ask Your Clie...
Jun 11, 2021•39 min•Season 2Ep. 22
In this episode, Robert Patin dives deep into ways to scale your sales operations using the proper tools. Learn how you can remove constant challenges in your day-to-day sales processes and refocus your efforts on unlocking additional revenue for your agency. CRMs Email & Outreach Automation Capabilities Deck Sales Budget Formats or standard pricing Proposal System Episode Links and Resources: 00:14 To Download Your Free Copy of The International Best Selling Book "The Agency Blueprint" just...
Jun 04, 2021•15 min•Season 2Ep. 21
In this episode, Robert interviews Shaun Clark and we talk about next-level automation that helps thriving Agencies & Marketers grow. Join Shaun Clark, co-founder, and CEO of HighLevel, as he shares with us all in one tool, "HighLevel," to help CAPTURE, NURTURE AND CLOSE new leads all in one platform. I hope that you are ready to nurture your leads into one platform agency customers. Episode Links and Resources: 00:14 To Download Your Free Copy of The International Best Selling Book "The Age...
May 28, 2021•24 min•Season 2Ep. 20
In this episode, Robert Patin steps you through four proven components to building a robust sales value proposition. You can use these four complex components to create a powerful value proposition by connecting your services to your prospects' problems. Implement these components into your sales value proposition and start flushing your sales pipeline. Niche Connect Trust Differentiation Episode Links and Resources: 00:14 To Download Your Free Copy of The International Best Selling Book "The Ag...
May 21, 2021•18 min•Season 2Ep. 19
In this episode, we discuss the importance on Niching and how It has a far-reaching effect. Sara Dunn, the founder and owner of 11web.com and Saradoesseo.com. She has an interesting story of agency ownership, that I found to be inspiration and intriguing. As entrepreneurs we all have meandering journeys that hopefully get us to where we want to be. This is exactly what happened with Sara. She started her agency, wanted to niche to help a specific industry with specialized services but didn’t kno...
May 14, 2021•29 min•Season 2Ep. 18
