Agency Journey

Andrew Dymski and Gray MacKenzie

How do world-class agencies continue to grow profitably and hit their goals, even through the choppy waters and challenges of agency life? How do leaders like Tiffany Sauder, Marcus Sheridan, Jay Acunzo, Shama Hyder, David C. Baker, Nikole Rose, and Zeb Evans think? Join Agency Journey host Gray MacKenzie as he interviews agency operators and leaders to share insights, actionable tips, and hilarious stories from the builders who live in the agency trenches. Each episode focuses on crucial aspects of growing an agency like building the right team, delegation, project management, client success and retention, and operating frameworks like EOS. Brought to you by ZenPilot: we help lead your agency through the final project management implementation you’ll ever need. Book a call to learn more at ZenPilot.com/Call. Don’t forget to rate + follow the podcast if you enjoyed it! read less
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Episodes

YouTube Content Ideas, Owner Mindset, and Recognizing Your Leadership Style with Ali Schwanke
Feb 21 2024
YouTube Content Ideas, Owner Mindset, and Recognizing Your Leadership Style with Ali Schwanke
“I have long seen myself as: I’m a very good marketer. I'm a very good communicator. I'm a good content creator. That's my lane. I know how to drive in that lane very, very well. And this has been a challenge for me to say: how do I become the best president, owner of a services business? Versus the best marketer anybody knows.”Ali Schwanke is founder and CEO of Simple Strat—a Diamond HubSpot Solutions Partner and premium B2B content marketing agency.You may know them from the HubSpot Hacks YouTube channel, the #1 unofficial source of HubSpot tutorials with over 20k subscribers to the channel.This episode will be a perfect listen for agency operators looking to find their perfect niche; discover content topics and formats that work on YouTube; and become a better leader by leveraging their unique leadership style.It’s also full of inspiration for owners considering making an exit from their agency.Episode Insights:💡 Simple Strat’s journey towards becoming experts in the HubSpot ecosystem through content creation and strategic focus💡 How Ali and her team approach content production and finding ideas for their HubSpot Hacks channel on YouTube (leveraging TubeBuddy, AirTable, and HubSpot rep feedback)💡 Moving from solving problems on her own to empowering team members to learn and grow💡 Ali’s advice on leadership styles, the shift in mindset from a marketer to an agency owner, and the importance of systems and processes in scaling an agency💡 Ali’s thoughts on how to prepare for a future exit from an agency, including the importance of mindset but also legal compliance, data preparation, and moreResourced Mentioned:📚 Simple Strat 📚 Ali Schwanke’s LinkedIn📚 HubSpot Hacks YouTube channel 📚 TubeBuddy (for YouTube keyword research)📚 "Work Less, Earn More" by Karl Sakas (book)📚 "Built to Sell" by John Warrillow (book)📚 "How to Win Client Business When You Don't Know What You're Doing" by Doug Fletcher (book)👉 Don’t forget to follow and rate us on your preferred podcast platforms. We’re also on YouTube: @ZenPilot
Becoming Optional at Your Agency, Building Personal Warmth, and Leadership Development Programs with Karl Sakas
Feb 8 2024
Becoming Optional at Your Agency, Building Personal Warmth, and Leadership Development Programs with Karl Sakas
“If you don't like managing people, one of the things to consider is: do you want to run an agency? The management portion will never go away. But it also doesn't have to be so hard.”Karl Sakas, agency advisor and founder of Sakas & Company, has served as “agency therapist” for over 600 clients in 36 countries. He was also our recent guest on Agency Journey. His fourth time on the show!You can guess why we had Karl on so many times—his insights are always on point.If you want to work less and earn more, and be a better leader for your agency through cultivating personal relationships and intentional leadership training, this episode will be well worth a listen.Episode Insights:💡 The four stages of day-to-day involvement agency owners progress through on the way to becoming optional💡 Managing expectations as you plan your agency succession💡 Karl’s process and challenges narrating the audio version of his book, “Work Less, Earn More”💡 The importance of warmth vs. competence as a manager💡 Practical tips for building personal relationships with team members and network contacts💡 Karl’s personal investment in leadership development, including his own coaching and participation in intensive leadership programs💡 The importance of 360 evaluation as a leader💡 The leadership development programs Karl recommendsResourced Mentioned:📚 Sakas & Company: https://sakasandcompany.com/📚 Karl’s book, “Work Less, Earn More” (plus companion workbook): https://sakasandcompany.com/lp/work-less-earn-more-book/📚 The Manager Tools training program Karl recommends: https://manager-tools.com/📚 Karl’s Agency Leadership Intensive (sign-ups open until end of February): https://sakasandcompany.com/agency-leadership-development-program/👉 Don’t forget to follow and rate us on your preferred podcast platforms. We’re also on YouTube: @ZenPilot
[Perpetual Traffic Feature] Project Management 101: Tools, Processes, and Habits with Gray MacKenzie
Jan 17 2024
[Perpetual Traffic Feature] Project Management 101: Tools, Processes, and Habits with Gray MacKenzie
[This is a special feature of Gray's recent appearance on Perpetual Traffic—reposted on the Agency Journey feed so you don't miss this informative discussion!]Kasim chats with Gray MacKenzie, the co-founder of ZenPilot, a company that helps agencies master project management. Gray reveals why project management is more than just software, and how to create effective processes and habits. He also shares how to set up your scorecard, track your client health, and deliver an awesome experience for your team and clients. Plus, he gives you the three secrets to project management success and how to avoid the most common mistakes.Chapters:00:00:00 - Introduction and Welcome00:01:59 - How to Calculate the ROI of Project Management00:07:20 - How Zenpilot Evolved Over 10 Years00:19:08 - How to Measure and Improve Client Health00:24:42 - The Three Keys to Making Project Management Work Well00:26:19 - How to Use ClickUp and Teamwork for Project Management00:28:16 - How to Define Your Scorecard and Track Your Progress00:30:25 - How AI Can Enhance Project Management00:33:18 - How to Design Your Data Architecture for AI00:37:17 - How AI Can Automate Task Creation and Summary00:39:30 - How Gamification Can Motivate and Engage Your Team00:40:38 - How AI Can Optimize Capacity Management00:46:15 - How to Create Structure and Clarity for Your Team00:48:25 - How to Use Time Tracking for Capacity ManagementLINKS AND RESOURCES:ZenPilotGray MacKenzie on LinkedInClickUpEOS® V/TO™ Template - V/TO™ TemplateEOS - Entrepreneurial Operating SystemTraffic & Conversion SummitTier 11 JobsPerpetual Traffic on YouTubeTiereleven.comSolutions 8 Perpetual Traffic SurveyPerpetual Traffic WebsiteFollow Perpetual Traffic on TwitterConnect with Kasim on Twitter and Connect with Ralph on LinkedIn👋 See you next time for a regular Agency Journey episode!
The Cookieless Future, pLTV AI, Personal Branding Tactics, and Running a ClickUp CRM with Paris Childress
Nov 26 2023
The Cookieless Future, pLTV AI, Personal Branding Tactics, and Running a ClickUp CRM with Paris Childress
Is your agency prepared for the cookieless future that threatens to “tank” advertising performance?Paris Childress, CEO of SaaS-focused performance marketing agency Hop Online, was our recent guest on Agency Journey.He shared insights on crafting first-party data strategies that can help agencies avoid disrupted campaigns when third party cookies expire.Paris also discussed expanding service offerings with data science capabilities; making use of new privacy-focused technologies like his AI platform pLTV; specific and actionable personal branding tips; and optimizing operations with tools like ClickUp.Tune in if you want to ensure your agency has a plan to preserve ROI as the digital advertising landscape evolves.Episode Insights:💡 Why third party cookie loss will cause ad performance to “tank”💡 The pressing need for agencies to focus on first-party data strategies💡 Why agencies should start expanding into data science capabilities💡 How Paris’ pLTV platform leverages AI to predict customer lifetime value💡 Successfully Hop Online’s entire CRM over to ClickUp💡 The importance of personal branding for agency leadership💡 Hiring data scientists as a key recommendation for agenciesResources Mentioned:📚 Paris’s agency: https://hop.online/📚 pLTV – Paris’ Predictive Lifetime Value platform: https://www.pltv.ai/📚 ClickUp as a CRM! Watch our full bonus video with Paris about this here: https://www.youtube.com/watch?v=YdgpnC63az0If your agency is unprepared for the major privacy shifts underway, don't miss exploring Paris’ actionable insights around optimizing for the cookieless future.
Productizing Design Services, Adopting EOS Mid-Growth, and Shopify Partnerships with Matthew McIver
Nov 22 2023
Productizing Design Services, Adopting EOS Mid-Growth, and Shopify Partnerships with Matthew McIver
Want to take your agency to the next level? Learn how Matthew leveraged EOS, strategic partnerships, and custom ecommerce solutions to optimize operations and expand offerings over 9 years in business. His proven strategies can help your agency demonstrate ROI and pave the path to sustainable growth.Matthew McIver shares his journey evolving Commence Studio from a service-based creative agency into a productized business selling themes on Shopify.Learn how EOS and Traction shaped their growth, why they partner with larger firms, and how custom ecommerce sites demonstrate clearer ROI for clients.Matthew also explains how virtual tools like Float enable better financial visibility and why you should standardize systems instead of reinventing the wheel.Tune in for a transparent peek behind the scenes at an agency optimizing their operations and expanding their offerings over 9 years in business.Episode Insights:💡 Implementing EOS framework for meeting cadences, planning, and clearer roles💡 Transitioning from service-based revenue to product-based revenue with a Shopify theme💡 Leveraging expertise into products/services others can use💡 Partnering with larger agencies to provide specialized services💡 Using custom Shopify themes over off-the-shelf themes to showcase branded experiences💡 Proving ROI for clients easier with ecommerce sites vs. B2B sites💡 Embracing a "collaboration over competition" mindset with agency partners💡 Learning from other successful service firms to constantly improve your own customer experienceResources Mentioned:📚 Matthew’s agency: https://commence.studio/📚 EOS (Entrepreneurs' Operating System)📚 Traction by Gino Wickman📚 The Power of Habit by Charles Duhigg📚 Float app for cash flow forecasting📚 Entrepreneurs' Organization (EO)📚 Shopify PartnersIf you're a creative agency looking to expand your offerings or prove ROI for clients, don't miss this episode.👉 Don’t forget to follow and rate us on your preferred podcast platforms. We’re also on YouTube: @ZenPilot
Video Case Studies, Writing a Business Book, and Running a Partnership Program with Ian Garlic
Nov 1 2023
Video Case Studies, Writing a Business Book, and Running a Partnership Program with Ian Garlic
Running a professional services agency? You need compelling case studies to close sales. But most video case studies end up dry, boring, and forgettable.So how do you create video case studies that captivate prospects and accelerate deals?In this episode of Agency Journey, host Gray MacKenzie interviews Ian Garlic, founder of Video Case Story. Ian shares his proven process for producing video case studies that get results. He also talks about writing a book, starting a partnership program, and much more.Episode Insights:💡 Why emotional storytelling through video builds trust and shortens sales cycles💡 How to carve out time each week for collecting customer stories💡 Letting customer stories guide your overall strategy and offerings💡 Why leadership should always find time to review customer stories💡 Crafting a compelling video script focused on the client’s journey💡 Following a clear story framework from problem to solution💡 Repurposing case study content across multiple channels💡 Adopting a YouTube strategy focused on becoming an educational resource vs. chasing views💡 Writing a book to establish yourself as a thought leader💡 Building a tight-knit partner program community💡 The importance of process documentation and constant improvementResources Mentioned:📚 Ian's book "Video Testimonials That Land the Big Fish"📚 Immersion by Dr. Paul J. Zak📚 Snow Leopard by Category PiratesIan offers fantastic tips and frameworks any agency can apply to create video case studies that truly showcase value and drive sales.Whether you're looking to refine your case study process or get started from scratch, this episode will get your video case studies converting.👉 Don’t forget to follow and rate us on your preferred podcast platforms. We’re also on YouTube: @ZenPilot
Managing a Remote Marketing Agency Team Across 7 Time Zones with Janet Mesh
Oct 24 2023
Managing a Remote Marketing Agency Team Across 7 Time Zones with Janet Mesh
Running a marketing agency is hard. Running one remotely across several time zones? Even harder.So how do you keep a distributed team aligned, motivated, and growing together?In this episode of Agency Journey, host Gray MacKenzie interviews Janet Mesh, CEO and co-founder of Aimtal, a fully remote marketing agency. We dig into the keys that accelerated Aimtal’s growth over the past 5 years.Janet shares how Aimtal has doubled its team and revenue each year through an intentional focus on talent, culture, and streamlined operations.Episode Insights:Implementing clear processes and documentation enabled Aimtal to effectively manage a distributed team across 7 time zonesHosting immersive annual retreats reconnects their remote team and aligns everyone on vision and goalsHow Aimtal structures retreats to maximize bonding and alignmentFocusing on talent, values, and culture fit over geography gives Aimtal access to the best talent globallyThe importance of intention in building a thriving remote agency and teamRelying on tools like Rippling to streamline operations and free up bandwidth as they scaleLeading with transparency and vulnerability as keys to remote team successResources Mentioned:Rippling - For HR/IT managementGuru - Knowledge base softwareTravelPerk - Travel management platformAnthropic - AI assistant toolWhether you're building a remote agency or colocated team, Janet offers fantastic insights into leading with intention, investing in processes and culture, and scaling successfully.👉 Don’t forget to follow and rate us on your preferred podcast platforms. We’re also on YouTube: @ZenPilot
How to Build Your Agency's Brand Through Your Team's Personality and Expertise with Jakub Grajcar
Jul 2 2023
How to Build Your Agency's Brand Through Your Team's Personality and Expertise with Jakub Grajcar
In this episode, Kuba shares his vision for ZenPilot Marketing. He details his strategy to transition ZenPilot's perception from merely a ClickUp implementation partner to a team of agency operations experts. Kuba emphasizes the importance of promoting the ZenPilot team and using platforms like YouTube and LinkedIn to highlight their expertise and unique personalities, fostering a more connected audience.Kuba also offers valuable insights into "low-hanging marketing fruit" for agencies. He discusses the importance of investing in team development and leveraging their individual personalities to build a loyal audience. He highlights the value of using AI tools like ChatGPT for content repurposing, and encourages agencies to focus on creating high-quality content around crucial keywords.In this episode, you'll learn:Vision for ZenPilot MarketingLow-Hanging Marketing Fruit for AgenciesThe importance focus on creating one or a few pieces of high-quality content around important keywords.Why you need to invest in developing your team’s personalities and give them a platform to share their expertise.How your mindset as a leader trickles down to your team and agency.Kuba’s Best Tip for Agency Operators: Work on Your MindsetPresenting Sponsor: ZenPilotIf you're an agency owner or leader looking to level up your operations and maximize your team's potential, then we have the perfect solution for you.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:Jakub Grajcar LinkedInZenPilot's WebsiteGray MacKenzie's LinkedIn
Building Your Creative Fingerprint: Four Ways to Communicate with Your Audience Through Storytelling
Jun 18 2023
Building Your Creative Fingerprint: Four Ways to Communicate with Your Audience Through Storytelling
Do you struggle to create work that truly resonates with your audience? The ability to craft stories and messages that forge meaningful connections is what separates good creators from great ones. In today’s episode, host Gray MacKenzie sits down with storytelling expert Jay Acunzo.Jay Acunzo, The founder of the Creator Kitchen, a membership program helping you push yourself creatively. He's also an author, speaker, and host of the award-winning podcast Unthinkable, where creative people take us inside the unconventional choices they made to break from best practices.In this episode, you'll learn:How to resonate with your audience by crafting memorable storiesLearn about posture and practice and what it means as an creative.The four ways to communicate with your audience.What stories should be focused on.How to practice crafting stories and work on developing your own narrative style.What does the Creator Kitchen community look likeJay's recommended people to followThe Unthinkable Podcast ProcessPresenting Sponsor: ZenPilotIf you're an agency owner or leader looking to level up your operations and maximize your team's potential, then we have the perfect solution for you.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:Unthinkable PodcastCreator Kitchen's WebsiteJay Acunzo's WebsiteJay Acunzo's LinkedInTotal ANNARCHY NewsletterPlaying Favorites NewsletterGray MacKenzie's LinkedIn
How to Source, Screen and Select the Best Candidates for Your Agency
Jun 4 2023
How to Source, Screen and Select the Best Candidates for Your Agency
In this episode, Erika Zeigyte, CEO of a consulting & recruitment agency called Prosana. joins Gray Mackenzie to discuss the intricacies of hiring an A+ talent for your agency.Erika also shares her insights into what makes for great agency candidates, how to build an effective hiring process, the benefits of using a recruiting agency, interview techniques, and recommended tools for recruiting.In this episode, you'll learn:What makes someone a good fit for an agency?How to vet candidates for agency rolesHow to balance candidate experience with thoroughly vetting candidatesThe common positions recruited in an agencyHiring challenges with junior candidatesThe elements of a first-class hiring processProsana's hiring processHow to source and qualify candidates effectivelyWays to do an effective outreach to candidate prospectsRecruitment agency tech stackWhen to consider using an outside recruiting agency (pros and cons)Effective interview questions to ask a talent during interviewPresenting Sponsor: ZenPilotIf you're an agency owner or leader looking to level up your operations and maximize your team's potential, then we have the perfect solution for you.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:Erika Zeigyte's LinkedinProsana's WebsiteClickUpAsanaJeb BlountGray MacKenzie's Linkedin
How Roger West Gained Structure and Scale Without Losing Creativity
May 14 2023
How Roger West Gained Structure and Scale Without Losing Creativity
Misti Ferris holds the “Integrator” seat at digital marketing agency Roger West Creative & Code, which means she ensures that everyone is dancing to the same beat called EOS (even the creatives). In addition to the Integrator role, Misti serves as Vice President of Operations, where her “3 M” mantra: marketer, minimalist and mom (of 4 daughters) is the driving force behind all things requiring structure, process and a firm yet loving nudge.In this episode, you'll learn:How EOS provides structure and discipline that still allows for creativity in agencies and marketing firms.Why providing transparency into the company's vision and goals builds trust and helps employees understand the purpose behind operational changes.How bi-directional feedback between managers and employees improves communication and relationships but takes time to implement fully.What tools are available for managing EOS, so companies should evaluate options based on their needs and preferences.Best practices on continuously documenting processes and procedures prepares agencies for growth opportunities like new clients, ventures, and services.Presenting Sponsor: ZenPilotIf you're an agency owner or leader looking to level up your operations and maximize your team's potential, then we have the perfect solution for you.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:Misti Ferris LinkedinGray MacKenzie LinkedinRoger West WebsiteEOS WebsiteEOS Tools
The Blueprint for Building a High-Growth Marketing Agency
Apr 30 2023
The Blueprint for Building a High-Growth Marketing Agency
William Ferreira is the founder of Social Buff, a full-service digital agency that builds and scales direct-to-consumer (DTC) e-commerce brands. Since its launch in 2019, the business has taken countless companies to multi-million pounds in revenue.In this episode, William and Gray discussed the tools and strategies Social Buff uses to operate efficiently while providing high-impact results, including a focus on metrics, process, and hiring the right talent.In this episode, you'll learn:Overview of Social Buff and their growth over the past few yearsThe key marketing channels Social Buff focuses onThe sales process and how Social Buff finds and onboards new clientsTips for effective cold email outreach and positioning your agencyHow Social Buff competes against larger agencies and freelancersIdentifying the point where e-commerce brands make the transition to hiring an agency like Social BuffThe tools that power Social Buff’s operationsThe most important tips William would offer to other agency ownersHow Social Buff tracks metrics and KPIs to evaluate the health and performance of their businessPresenting Sponsor: ZenPilotIf you're an agency owner or leader looking to level up your operations and maximize your team's potential, then we have the perfect solution for you.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:SocialBuff's WebsiteWilliam Ferreira's LinkedInGray MacKenzie's LinkedInClickUp's Website
The Art of Building a Profitable and Effective Agency Mastermind
Apr 16 2023
The Art of Building a Profitable and Effective Agency Mastermind
In this power-packed episode, we are joined by JJ Rusell, Partner and Director at Best Damn Agency Mastermind. Together with Gray, they delve into the importance of having a clear vision for mastermind groups, the value of strong connections within the community, and overcoming self-limiting beliefs. They also discuss strategies for building a successful agency and fostering an entrepreneurial mindset in children. Tune in for an insightful conversation that's sure to leave you inspired and motivated to take your agency and personal growth to the next level.In this episode, you'll learn:The importance of having a clear vision and purpose for mastermind groupsHow to build a strong community with meaningful connectionsStrategies to overcome self-limiting beliefs in agency owners and leadersKey elements for building a successful agency, including niching and operational efficiencyThe benefits of a mixed staffing model with contractors and full-time employeesWays to instill an entrepreneurial mindset in children from an early ageThe significance of scheduling consistent one-on-one time with children for their development and nurturing relationshipsPresenting Sponsor: ZenPilotIf you're an agency owner or leader looking to level up your operations and maximize your team's potential, then we have the perfect solution for you.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:JJ Russell's LinkedInBest Damn Agency Mastermind WebsiteBest Damn Agency Podcast WebsiteApex Revenue's WebsiteGray MacKenzie's LinkedIn
The 5 KPIs for Sustainable Agency Growth with Karl Sakas
Apr 2 2023
The 5 KPIs for Sustainable Agency Growth with Karl Sakas
In this episode, Karl Sakas, Author, Speaker, Agency Consultant and Founder of Sakas & Company, joins Gray MacKenzie to discuss strategies & key metrics that agency owners should start tracking, and how it contributes to achieve sustainable growth and increased profits. Karl Sakas helps people at agencies make smarter decisions for smoother growth. Drawing on his background in agency operations, Karl has personally advised hundreds of agencies on every inhabited continent. He is the author of Made to Lead, The In-Demand Marketing Agency, and more than 400 articles on agency management. When he’s not helping clients, Karl volunteers as a bartender on an antique train.In this episode, you'll learn:How to focus on aligning incentives between your agency and clients to build a true partnership. Why transparency and communication are key to maintaining client relationships. Why frameworks like the Entrepreneurial Operating System to your agency's unique culture and goals and what not to do.How content creation helps establish your agency as a thought leader.How to empower your team through the right tools and processes to help them work efficiently and collaboratively.Why Referrals and word-of-mouth are important to your agency's success.How to consistently reassess how you can build a more profitable and client-centric agency through your hiring, growth plan, and using the right tools.The important key metrics to track your agency's growth.Presenting Sponsor: ZenPilotCheck out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:Karl Sakas LinkedInAgency Articles - Sakas & Company BlogWork Less, Earn More BookMade to Lead BookThe In-Demand Marketing Agency BookSakas & Company WebsiteGray MacKenzie LinkedInEOS
How Pilothouse Scaled to 170+ Employees in Under 3 Years
Mar 19 2023
How Pilothouse Scaled to 170+ Employees in Under 3 Years
In this episode, Andrew Stern, Partner, and COO at Pilothouse, a full-service digital marketing agency that helps DTC brands scale through performance marketing. Andrew shares insights into Pilothouse's unique partnership model with clients, how they've scaled to over 170 employees in just a few years, and the key sales and marketing strategies that have fueled their growth.In this episode, you'll learn:How to Focus on true alignment of incentives between the agency, clients, and internal team.How Pilothouse Brings clients into the process as true partners with transparent and ongoing communication. Why implementing frameworks like EOS to improve processes but adapt them to suit your unique culture and goals.How to build authority and generate new opportunities through content like newsletters, podcasts, and thought leadership. How to empower your teams, streamline work with the right tools, and continually look for new tools that can help improve productivity and collaboration.Key lessons and insights for building a high-growth agency.Why referrals and word-of-mouth were key for early growth. Presenting Sponsor: ZenPilotCheck out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:Andrew Stern's LinkedInPilothouse WebsiteDTC PodcastDTC NewsletterGray MacKenzie's LinkedIn
How to Build a Profitable Agency that Runs Without You
Mar 5 2023
How to Build a Profitable Agency that Runs Without You
Mike Rose, Founder and CEO of Return On Energy, is a highly successful entrepreneur who has built multiple profitable agencies that can run without him. With a track record of accolades, including being named INC Best Places in America and a 3X Inc 5000 Fastest Growing Private Company, Mike shares his insights and strategies for creating a sustainable agency that can thrive even when the founder steps back. As a HubSpot Diamond-Certified Partner and DFW American Marketing Association (AMA) Marketer of the Year, Mike's experience and expertise make for a valuable conversation on building a successful and scalable business.In this episode, you'll learn:Three factors mike considered before selling Mojo Media Labs to Gravity Global 2:15The acquisition timeline and exit process 3:44An overview of Mojo Media Labs and Gravity Global 7:05How Mike empowered the Mojo Makers to make better business decisions 9:30The importance of training your team on how business works 12:20Mike's strategies to help create an agency that works like a well-oiled machine and fire yourself 15:40The psychology behind exiting as an owner 20:55How does micro mentorship works 30:15What's next for Mike Rose? 32:00ROE Breakthrough Workshop 34:30Presenting Sponsor: ZenPilotCheck out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:Mike Rose's LinkedInReturn On Energy's WebsiteROE Breakthrough WorkshopROE powers ROI BookGray MacKenzie's LinkedIn