The Agency Profit Podcast

Quick LinksThe Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:Stride Services WebsiteRussell's Personal WebsiteRussell's LinkedInRussell's Book –––––––––––––––––––––––––––––––––––––––––Entrepreneur, author, coach, and co-founder of Stride Services, the highly accomplished Russell Benaroya joins us this week to help agencies improve their financial visibility.About Russell BenaroyaRussell Benaroya is an entrepreneur, author, and coach focused on helping people achieve their highest and best use by staying in their genius zones. Having spent the last twenty years in investment banking, private equity, and entrepreneurship, Russell was in the optimum position to cofound Stride Services, an outsourced accounting and strategic finance firm helping business owners use their data for better decision-making. Russell regularly speaks about a range of topics designed to help leaders build successful businesses through a combination of self-discovery and tactical financial tools. A recipient of the 40 Under 40 recognition from the Puget Sound Business Journal in Seattle, his writing has appeared in Forbes. He’s additionally authored Free Yourself to Work on Your Business and, more recently, One Life to Lead. Russell is a business school graduate of the Anderson School at UCLA.On the weekends you can find Russell trail running in the mountains! An avid ultra-runner, he recently completed the Cascade Crest 100 mile ultra-marathon in 30 hours. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice!Guest Links:Gold FrontTwitter @JoshLowmanLinkedIn @JoshLowmanCompany LinkedIn @gold-frontCompany Twitter @GoldFrontSF-----About Josh Lowman | Gold FrontAs you may recall from our previous episode with Josh, he is an incredible creative director and entrepreneur. As Founder and Chief Creative Officer at Gold Front, he’s a long-term client of Parakeeto,A category design studio, GF is based in SanFran but also has other locations strewn across America. Their primary goal? To help growth-stage startups define and own their own category.How did Josh get into this space? Well, Gold Front started as a Brand Studio before branching out into Category Strategy, with Josh then realizing the need to combine Brand Execution with Category Creation Strategy. This has led to collaborations with Uber, Robinhood, Newsela, plus oodles more to build category-defining brands.When Josh isn’t changing the branding landscape, he’s enjoying downtime with his wife, daughters, and his dog! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice!Guest Links:Gold FrontTwitter @JoshLowmanLinkedIn @JoshLowmanCompany LinkedIn @gold-frontCompany Twitter @GoldFrontSF –––––––––––––––––––––––––––––––– We’re switching things up a bit in this edition of Agency Profit Podcast.Josh Lowman of Gold Front and myself have joined forces to examine the last three years working in tandem. It’s been quite the ride, hence we’re providing it in two installments…About Josh LowmanGold Front Founder and Chief Creative Officer at Gold Front, Josh is a long-term client of Parakeeto, an incredible creative director and entrepreneur. If Gold Front sounds familiar to you, it might be because their Head of Growth, Liston Witherill, appeared on the show last fall. As you may recall, I’m the COO (fractionally) at Gold Front, and therefore have had the pleasure of working alongside Josh for a number of years. A category design studio, GF is based in SanFran but also has other locations strewn across America. Their primary goal? To help growth-stage startups define and own their own category.How did Josh get into this space? Well, Gold Front started as a Brand Studio before branching out into Category Strategy, with Josh then realizing the need to combine Brand Execution with Category Creation Strategy. This has led to collaborations with Uber, Robinhood, Newsela, plus oodles more to build category-defining brands.When Josh isn’t changing the branding landscape, he’s enjoying downtime with his wife, daughters, and his dog! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

.Quick LinksThe Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice!Guest LinksTwitter @MeganKuethenLinkedIn @QueenofOpsCompany LinkedIn @theQueenofOps–––––––––––––––––––––––––––This week, dear readers, we are joined by hiring, operations, and leadership expert Megan Keuthen. Via her agency Queen of Ops, Megan brings her unique knowledge and experience across a range of areas, including psychology and behavior, physics and biology, plus marketing and sales. She’s here today to help us figure out how to hire and retain amazing talent in our business so we can have smooth operations.About Megan Kuethen… Megan started her career in the corporate world. She enjoyed various roles, from Process Writer to HR Director, working with boutique firms, Fortune 50 companies, plus everything in between. She placed over 1,500 professionals before striking out to start her own business. In 2020, Megan launched Queen of Ops, a team and hiring consultancy known for building the teams, culture, and leadership of online-based businesses. Megan is an expert on hiring, operations, and leadership, and applies her bespoke blend of knowledge and experience to her consulting and coaching work.Points of Interest…Hiring, Retention, and Resulting Challenges 1:08Breaking the Vicious Cycle of Hiring 4:20Starting on the path to Retention 7:10Conversational Framework Example 10:00Leveraging Insight in the Hiring Process 12:11Honing your Hiring Intuition 16:36 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick LinksThe Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link!Guest LinksTwitter @marquisamurrayLinkedIn @marquisamurryInstagram @marquisamurrayFirstly, Happy Holidays and Merry impending New Year to all! Thank you for listening. As we bid farewell to the year that was 2021, we’re talking about what makes us happy here at the Agency Profit Podcast – the importance of documenting the process! Today, we’re joined by Marquis Murray as he guides us through how to get our processes started, plus how to maintain them in a bid to attain the holy grail – higher profits.About Marquis Murray…Marquis Murray is the Founder of Ditto, an Asana Solutions Partner. He works with agencies to create clarity around the work done inside of organizations through creating SOPs, systems, plus processes and automation to make work easier while optimizing higher profits. When he’s not optimizing workflows, you can find him either reading a book, honing his keen photography skills, kayaking, or playing bass. He also enjoys heading out for a walk with his family, getting to know more about the small town they call home. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick LinksThe Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link!Guest LinksChris’s LinkedIn @chrisbantockAgency Local Instagram @AgencyLocalAgency Local Twitter @AgencyLocal1About Chris Bantock…An ex-agency owner for 12 years, Chris sold the business in 2018 and now works to help other agencies to develop their business and grow into business leaders.Chris then founded Agency Local in 2019; a development community targeted towards the marketing and creative sector. The mission is to help marketing agencies become better businesses and the owners better leaders. When Chris isn’t coming to the aid of marketing agencies, he is a certified MAMIL (middle-aged man in lycra) and can be found hurtling around hillsides at the weekend. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link!Guest Links:Free Templates via AtarimTwitter @VitoPelegAntarim Twitter @atarim_ioLinkedIn @vito-pelegAtarim LinkedIn @atarim-ioWatch this episode on Youtube About Vito Peleg…Vito is the founder and CEO of Atarim. Building his first website when he was 14-years-old via GeoCities for his skateboarding crew from high school, Vito then started building websites for clients as a freelancer – from the back of a van while touring the world as the leader of a hard rock band.He subsequently grew his London-based digital agency to a team of 12, before creating a small plugin that would change the way the industry collaborates within websites – WP FeedBack. That plugin evolved into Atarim – the first dedicated web agency management platform. Today, he’s got over 5,000 agencies using it to build their websites and over 130 clients running on top of it.When he’s not helping the great and the good to wizard up highly functioning websites, Vito relaxes by strumming the guitar and making his daughter giggle (not necessarily in that order). Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick LinksThe Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link!Guest Links:Da Costa CoachingRob’s Agency Accelerator PodcastRob’s book The Self-Running AgencyTwitterLinkedInYouTubeAbout Rob Da Costa… In 1991 Rob left his marketing manager role and started his own tech-focused marketing agency. Over the next 11 years built an award-winning business with 25 staff and revenues in excess of £1.5m. He sold the business in 2002 and then retrained to become a coach and mentor. In 2007, Rob started Da Costa Coaching, working with SME agency owners and leaders to help them grow their agencies in a profitable, sustainable, and enjoyable way. Over the past 15 years, he has worked with over 300 agencies including Digital start-ups, PR, Design, Web development, and full-service marketing agencies. Rob is the author of The Self-Running Agency and also runs his podcast, The Agency Accelerator.An avid traveler and wannabe digital nomad, when Rob isn’t advising agencies, he’s out walking his dog on a nearby beach! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link!Guest Links:Robin’s latest book ‘Take Your Shot’ Robin’s websiteFearless Business websiteTwitterLinkedInInstagramAbout Robin Waite…In addition to Robin being founder of Fearless Business, he is also a regular speaker at various business events and the bestselling author of several books, including Online Business Startup, Marketing Machine, and the recent popular release Take Your Shot. He puts his 2 decades of business experience to work, coaching clients to reach their goals while creating more time and increasing their revenue. From 2004 to 2016, Robin led a successful marketing agency serving over 250 clients. During this time, he delivered workshops and masterclasses aiding over 1,000 business owners to improve not just their marketing and product architecture, but also their pricing, their websites, plus their digital advertising.Behind the scenes, Robin is a husband and father to two young girls, a surfer, and “Sunday warrior” (road cyclist). He has also – in the last four years alone – raised over £5k for a local Children’s charity, and imposed a goal to help remove 100kg of plastic from the World’s Oceans within the next 12 months via another charity he supports – 4Ocean. Furthermore, he holds a Guinness World Record for participating in the largest ever speed networking event. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:Twitter @eernoultLinkedIn @ernoultAgoraPulseAbout Emeric Ernoult…In short, Emeric is founder and CEO of AgoraPulse, one of the leading social media management platforms that is defining the future of Social Media Management. Among their users, such names as Ogilvy, Digital Butter, West Virginia University, and more.A self-confessed kitesurfing addict, Emeric also enjoys global jaunts in his camper van! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:ChristianBanach.comFree MasterclassLinkedInTwitterAbout Christian Banach…Christian Banach is a business development and growth consultancy company that helps advertising and marketing agencies land 6/7-figure opportunities predictably.Clients – including BBDO, Jack Morton, Vice Media, and Barkley – come to him to get more right-fit opportunities, thus bypassing the expensive and time-consuming RFP process, plus win even bigger deals!Through his consulting and outbound lead generation services, Christian’s clients build relationships with C-Suite/VP decision-makers at the world’s leading brands. He does this by using his PROPEL™ account-based sales process.When Christian isn’t working his brand of magic for clients, you can find him staying fit and active, or chasing the Chicago Cubs around the country! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:LinkedInAbout Liston Witherill…Liston Witherill is the founder of Serve Don’t Sell and creator of the Serve Don’t Sell Method. He works with expert service providers like designers, accountants, agency owners, consultants, and coaches who are great at delivering services but require help selling it. Liston also hosts the Modern Sales podcast and regularly publishes articles on the Serve Don’t Sell blog.When he’s not working – or enjoying some downtime by way of hiking, weightlifting, or creating hip-hop music – Liston is on a mission to change the way 100 million people sell so that buying services can feel as good as the day the world is fully vaccinated from COVID. He hopes you’ll join him on his mission. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:Joey hosts THE Best Damn Agency podcast. Every Wednesday, he interviews a “bad-ass seven or eight-figure agency.” Additionally, Joey’s mastermind director interviews him every Friday in a segment entitled Sales On The Rocks.LinkedIn linkedin.com/in/joeygilkeyBest Damn Agency podcastsalesdrivenagency.comAbout Joey Gilkey…Joey Gilkey is the CEO of Sales Driven Agency, which helps digital marketing agencies actually get sales right. Having built in the region of 350 agency sales operations and driven nearly half a billion dollars in agency revenue, Joey believes every successful agency could – and should – be driven by their sales operation.When he’s not helping agencies scale via their sales department, Joey enjoys shooting guns, sampling bourbon, and riding 4-wheelers. In unrelated news; we’re particularly enthused to be joined by him for this rescheduled podcast as he’s recently recovered from an unfortunate accident. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Marcel's Links:My LinkedInParakeeto’s LinkedInTwitterAbout Me…I am co-founder and CEO of Parakeeto and fractional COO at Gold Front – a creative agency working with top tech companies in San Francisco, including Uber, Slack, and Google.In addition to being an agency profitability consultant – specializing in helping agencies get a handle on their gains – I’m also an in-demand keynote/virtual speaker and podcaster.When I’m not helping agencies make more money, I’m binge-watching soothing sitcoms while consuming my own weight in breakfast confections. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:LinkedIn @creativeagencysuccessInstagram @creativeagencysuccessFacebook @creativeagencysuccessAbout Robert Patin…Robert is Managing Partner at Patin & Associates, a Los Angeles-based business management and consultancy firm. He and his team help creative services agencies to grow their business, become more profitable and develop better strategies, a field in which he’s excelled for two decades.Not only has he been name-checked in both Forbes Entrepreneur, and The New York Post, he is someone I’ve really enjoyed talking to offline about all of these nerdy processed profitability finance questions that we enjoy tackling so much on the show! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:CustomCreatives.comTwitter @Rahul_AlimLinkedIn @rahulalimFacebook @rahulalim805YouTubeAbout Rahul Alim…Rahul Alim is the founder of Custom Creatives, a Digital Marketing Agency that connects companies with their dream clients. Throughout his career, he has helped brands such as Realtor.com, Geico, Advertise.com, Reach Local, and 1,000’s of local businesses.With 16+ years of experience running his agency, Rahul now coaches agency owners to grow 6 figure businesses with his proven G$D Sales Method. In short, his real talk yields real results.When he’s not helping to connect dream clients, he spends time with family at Dodgers games and Galaxy games. Want more from Rahul? Check out… Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:PlayLouder.comLinkedIn @josephdisantoTwitter @PlayLouderAbout Joe DiSanto…Joe has built multi-million dollar businesses, produced critically acclaimed documentaries and an Emmy-winning TV show, invested millions in real estate, and semi-retired aged 43.Now, he’s sharing a lifetime of fiscal know-how via Play Louder, an invaluable resource helping individuals and business owners increase their net worth, plus plan better for their future.Joe and his family love to travel. Whether it’s house-swapping or buying a property in Belize – which, incidentally, he turned a decent profit on. Check out some of Play Louder’s most popular content…The Financial Planning Process: Your Route to Financial Independence!How to Incorporate Yourself to Save Money (and Protect Your Assets)How to Make Your Money Work for You: 7 Modern Methods for Investing in “The Market”Top 5 Personal Bookkeeping Software Options: Personal Capital vs Mint vs Quicken vs Money Dance vs CountaboutFundrise vs DiversyFund vs CrowdStreet: The Best Sites for Crowdfunded Real Estate InvestingAcorns vs Robinhood vs Webull vs M1 Finance: Which One is the Best?Play Louder's free courses…Get a grip on your finances with Personal Budgeting Basics!Learn how to Incorporate Your Business to protect your assets and save money!Analyze your Real Estate Investments like a pro! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:CrowdSpring.comLinkedIn @rosskimbarovsky/Twitter @rosskimbarovskyrosskimbarovsky.comAbout Ross Kimbarovsky…Ross is the founder and CEO at Crowdspring, which provides creative services for creative projects. The platform has in the region of 220,000+ creatives helping 60,000+ agencies, businesses, startups, and nonprofits. Their specialty? Creative prowess across high-quality custom logos, web and graphic design, product design, and more.In addition to founding a slew of startups (including a Startup Studio), Ross loves to read (incidentally, he’s co-penned some books himself ) and cycling (clocking up approximately 9,000 miles every year). When he’s not innovating, reading, or astride a saddle, he enjoys tennis, fly fishing, and hiking! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:seilertucker.comTwitter @MSeilerTuckerLinkedIn @michelleseilerFaceBook @michelletuckerinternationalAbout Michelle Seiler Tucker...Michelle Seiler Tucker is the Founder and CEO of Seiler Tucker Incorporated. One of three women in the U.S. holding an M&AMI (Mergers & Acquisitions Master Intermediary) title, she is a 20-year veteran in the M&A industry.Michelle and her firm have a remarkable track record when it comes to buying, selling, fixing, and growing businesses in almost every vertical. Not only has she facilitated thousands of businesses to reach their dream exit, she also helps them get ready for a sale, optimizing their operations, their profitability, and really preparing everything that needs to be true, to get the best possible exit price.When Michelle isn’t helping entrepreneurs sell their businesses, she’s hanging out with her daughter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:BenAston.comTheDigitalProjectManager.com (podcast, membership, coaching, training courses, and more)twitter.com/thedigitalpminstagram.com/thedigitalpmAbout Ben Aston...Armed with an x386 PC and a 33k dial-up modem, Ben launched his first (terrible) website, aged 14. Needless to say, he was hooked. Now, he is a digital project manager, online entrepreneur, and founder of Black + White Zebra, an indie media company on a mission to help people and organizations succeed.Ben is also founder of the largest and one of the fastest-growing communities for digital project managers – TheDigitalProjectManager.comA PRINCE2 Practitioner and Certified Scrum Master, Ben has 15+ years experience in project delivery and PMO leadership at top agencies – including Dare, Wunderman, DDB, plus clients including Honda, Unilever, & Sony.When he’s not working, you can find him running, swimming, on a ski hill, or flying planes! You’re not going to want to miss this one! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:twitter.com/cmaxwfacebook.com/charlesmaxwoodpodcastplaybook.comdevchat.tvAbout Charles Wood:Charles Max Wood is the CEO and podcast host at Devchat.tv – a podcast network for software developers, which reaches over 70,000 every week. Podcasting since 2008, Charles has done over 3,100 podcast episodes across 25+ shows.He’s the instructor at the Podcast Playbook, providing step-by-step procedures to producing podcasts – while growing your business.As if that weren’t enough, Charles also casts on Video Games, Songwriting, Harry Potter, and Star Wars, which he produces with four of his five kids. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:LinkedInFacebookMike’s Official SiteMike’s Dichotomy PodcastDent.GlobalAbout Mike Reid:In addition to co-authoring Key Person of Influence, Mike co-founded Dent Global. Dent is a business accelerator company known for helping founders of service firms to establish themselves as industry experts. By the age of 26, Mike was running highly successful large-scale promotional campaigns – contributing to Dent‘s placement at 63rd on BRW’s ‘Fast Starters’ List, 2014.Operating in 4 cities, Dent has a team of 40+ and acquired businesses in web development, video production, and publishing. This formed a full-service strategy and implementation group for established entrepreneurs. Mike is now helping lead the next wave of Dent’s expansion into Canada.Mike is originally from Australia, but now lives in Toronto because he fell for a Canadian – and Canada’s frosty peaks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:LinkedInMetric.ai LinkedInMetric.ai FeaturesAbout Andrey Baskov:Andrey and his team at Metric.ai have been busy building software to analyze and plan financials for agencies and consultancies. Simply put; they take the weight of data management off your shoulders, so you focus on actual planning and decision making.In the business of saving clients literally tens of thousands of dollars in manual management labor costs, Metric.ai gives you tools to increase your profit margin and utilization, potentially recovering hundreds of thousands of dollars of missing profit.When Andrey isn’t saving clients potentially millions of dollars, he’s an avid skydiver (specifically a wingsuit enthusiast), plus he’s on the path to becoming a private pilot. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:LinkedInUnstack LinkedinUnstack TwitterZach’s Unstack BlogAbout Zach:Prior to becoming VP of Sales and Marketing at Unstack, Zach was a General Manager at search marketing company WordStream. In short, he’s helped thousands of agencies to improve their business and services for a vast array of clients, both big and small.When he’s not working, Zach is either golfing or heading to car shows. Soon – he’ll be hanging out with his new baby! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:OutsourceSchool.com/enrollTwitterLinkedInOutsourceSchool TwitterEmail: [email protected] Nathan:Nathan Hirsch is an entrepreneur plus an expert in remote hiring and eCommerce. He co-founded FreeeUp in 2015 with an initial $5,000 investment, scaled it to $12M per year in revenue, before its 2019 acquisition.Today, Nathan is co-founder of OutsourceSchool.com, a company working to educate entrepreneurs on how to effectively hire and scale with virtual assistants through in-depth courses. Additionally, Nathan is a social media personality and loves sharing advice on scaling remote businesses via a range of platforms, including the 300+ podcasts he’s appeared on.A serious baseball lover, Nathan is also partial to The Office and gaming (specifically playing Last of Us 2 on PS4). Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:TwitterLinkedInThoughtLeadershipLeverage.comPeter@ThoughtLeadershipLeverage.comAbout Peter:For the past two decades, Peter has helped both individuals and organizations build revenue streams through cultivating their thought leadership platforms. Additionally, he acts as a guide and advisor for increasing B2B sales of thought leadership products.His clients come from a diverse set of backgrounds and include New York Times bestselling book authors, Speakers’ Hall of Fame members, Thinkers50 Award recipients, CEOs of public and privately held companies, plus academics at prestigious institutions such as Yale, Wharton, Dartmouth, and London School of Business.Peter uses a combination of art, science, logic, focus, passion, and creativity to transform a thought leader’s ideas into a platform – and a practice. The aim? To effectively reach business leaders and executives, while serving the tools they and their organizations require. So, who exactly does he help?CEOs, business owners, and internal practice leaders looking to grow revenue, revitalize marketing, and improve customer experience through applying the principles of thought leadership.Business leaders and experts seeking to build out their ideas into a platform, so they can launch content and products to create a lasting impact in various companies around the globe.“Traditional” thought leaders who want to build or grow their practice, increase their effectiveness in content creation and marketing as well as extend their reach into existing and new clients.When Peter’s not revolutionising the realm of thought leadership, he enjoys immersing himself in a good book. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:TwitterLinkedInYouTube – ‘Just Ask Jody’The Sutter CompanyNew Business Ecosystem [email protected] Jody:Owner of consultancy agency, The Sutter Company, Jody advises agencies – both big and small – on how best to organize and operationalize their growth strategy. This has led to more than two decades running business development teams for various agencies, spanning a diverse list of disciplines and including such high-profile names as R/GA, OMD, Havas Media, and The VIA Agency.Jody frequently speaks at leading global industry events, including INBOUND, the ICA’s Agency Transformation Summit, The Drum’s Pitch Perfect new business conference, and is a featured instructor in the 4As Learning & Development Program. Her book, A Small Agency’s Guide to Winning New Business: 8 Steps to Winning More of the Right Kinds of Clients, is now available on Amazon.com.After chucking in ‘city life’, moving from Manhattan to the Hamptons, Jody can be found engaging in her other passions. These include sailing and open-water swimming, alongside her partner, Rudy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:TwitterLinkedInPowered By SearchAudit WorkbookFree Agency Audit by DevDev’s Coaching ProgrammeAbout Dev:Founder of one of Canada’s fastest-growing agencies – Powered By Search – Dev is also the founder of Million Dollar Agency and a Professor at the Seneca College School of Marketing. In fact, you may remember him from Episode 18 of the Agency Profit Podcast.After growing Powered By Search to multi seven-figure revenue, he has shifted his focus to Coaching. Currently, he helps other agencies move towards, and beyond, the seven-figure mark by accelerating their growth.What’s so exciting about Dev is that he’s in the trenches. He knows the tactical stuff when it comes to marketing; he’s still operating Powered By Search (at a world-class level, I should add) making his Agency coaching beyond relevant. I’ll also note that he’s one of the best educators I’ve come across in this space. His ability to educate, especially in the crucial webinar space, is unparalleled. I’m just really excited to extract as much gold from his brain as possible! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:PodcastSpecial Parakeeto Offer including $300 of FREE processesFlowsterBright IdeasTrent’s LinkedInAbout Trent:As you may (or may not be) aware; I pride myself on delivering energetic introductions to each guest we have on APP, so it’s my absolute pleasure to give Trent the enthused-Marcel-intro-treatment, which goes a little something like this…A serial entrepreneur, husband, and father, Trent hosts the Bright Ideas Podcast. Additionally, he’s founder of Flowster; a business process improvement application used by thousands of businesses globally, and ranked 254 on the 2019 Inc 5000 of America’s Fastest-Growing Companies.When he’s not running his businesses, you can find them careering around with his family, on dirt bikes and mountain bikes. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:Jesse’s Official WebsiteTwitterLinkedInAbout Jesse:This is the mother of all intros… you ready? *John Cena background music optional* Jesse Tevelow is the founder and CEO of LaunchTeam – a collective of expert consultants who launch books, sites, apps, courses, events podcasts, and entire companies. He’s also a founding partner at BlockTeam Venture, which focuses on strategic investment fund blockchain, DLT, and emerging tech. To date, he’s helped clients raise over $500 million dollars in venture funding. As well as being alumni of TechStars – where he built and exited his gaming company PlayQ – Jesse also now acts as a mentor to others moving up the entrepreneurial ladder. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:TwitterLinkedInWordAgents.comFaceBookAbout Vince:As sole founder of Word Agents, Vince has been in the SEO and digital marketing space since 2009, managing a portfolio of SEO websites, some of which have exited. Additionally, he owns a noodle bar called Bakuta, in Lindenhurst New York. When he’s not running his businesses, you can find him playing guitar and hanging out with his family in Long Island. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:TwitterLinkedInFaceBookAgency Management InstituteBuild a Better Agency PodcastAgency Summit 2021About Drew:Drew McLellan has spent over 30 years in the realms of marketing and advertising, over 25 years running his own firm, and almost 10 years being head honcho at the Agency Management Institute, helping hundreds of firms run a better business.The host of one of the top podcasts in our space, Build a Better Agency, Drew has been featured among the 10 Bloggers Every Business Owner Should Read, as chronicled by the Wall Street Journal.When he’s not helping his clients, you can find him combing over baseball stats in De Moines, Iowa. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:LinkedInTraffic and funnels podcastFB groupAbout Chris:Chris Evans is co-founder of Traffic and Funnels, which helps high-level consultants, coaches, and experts develop lead generation machines to scale their businesses to seven figures a year. He’s also co-founder of Wealth Cap Holdings and Sales Mentor. He’s scaled his companies to over eight figures in less than five years, alongside his partner, Taylor, on just a few hours per week. When he’s not running his businesses, you can find him hanging out with his wife and four kids in North Carolina Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:TwitterLinkedInDavidCBaker.comThe Business of Expertise BookFinancial Management of a Marketing Firm Book2BobsPodcastAbout David:Author of several books (five, in fact) – including The Financial Management of a Marketing Firm and The Business of Expertise – you may recognize him from the countless conferences he’s spoken at, including TEDx talks.In addition to being featured in The Wall Street Journal, Fast Company, USA Today, NY Times, Inc Magazine, Forbes, CBS (the list is endless), he’s worked with over 900 firms in this space.When he’s not helping experts and agencies, he’s teaching motorcycle racing at the Superbike School, Flying Planes and Helicopters around the world to shoot photography or doing custom woodworking at his home in Tennessee. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:TwitterLinkedInRobharr.comOverlyhuman.comSparkBox.comBureauOfDigital.comAbout Rob:Rob is the VP and Co-Founder of Sparkbox, a web design and development firm that crafts responsive websites and web applications. Here, his superpowers including overseeing operations and finance. He’s also the co-host of the Overly Human podcast.When he’s not beavering away at Sparkbox, helping others be awesome, he can be found hanging around Dayton, Ohio with his wife, their two kids, and a crazy Aussie dog. That or he’s golfing, weightlifting, or cooking meat over an open flame. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Marcel Links:ParakeetoAgency Profit PodcastMy LinkedInParakeeto’s LinkedInTwitterAbout Me:I am co-founder and CEO of Parakeeto and fractional COO at Gold Front – a creative agency working with top tech companies in San Francisco, including Uber, Slack, and Google.In addition to being an agency profitability consultant – specializing in helping agencies get a handle on their gains – I’m also an in-demand keynote/virtual speaker and podcaster.When I’m not helping agencies make more money, I’m probably binge-watching soothing sitcoms while consuming my own weight in breakfast confections. I mean, who isn’t at this point? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:TwitterFacebookLinkedInducttapemarketing.com/blog/About John...John Jantsch is a marketing consultant, speaker, and author of several books, including Duct Tape Marketing; Duct Tape Selling; The Commitment Engine; SEO for Growth; and The Referral Engine.His latest book, The Self-Reliant Entrepreneur: 366 Daily Meditations to Feed Your Soul and Grow Your Business, is a daily reminder to entrepreneurs that a better you makes a better business!He doesn’t spend all his time speaking and writing books; he’s also the founder of the Duct Tape Marketing Consultant Network and has had the honor of being featured in a TEDx Talk.In his spare time, John can mostly be found outdoors enjoying nature, woodworking, and strumming his guitar. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.About Me:I am co-founder and CEO of Parakeeto and fractional COO at Gold Front – a creative agency working with top tech companies in San Francisco, including Uber, Slack, and Google.In addition to being an agency profitability consultant – specializing in helping agencies get a handle on their gains – I’m also an in-demand keynote/virtual speaker and podcaster.When I’m not helping agencies make more money, I’m either watching The Office or Parks & Rec on a loop.Want to see more from me? You can do that @…ParakeetoAgency Profit PodcastMy LinkedInParakeeto’s LinkedInTwitter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:LinkedInTwitterYouTubeTrainual.comAbout Chris:Chris Ronzio is the founder and CEO of Trainual, the leading SaaS company helping fast-growing businesses automate their onboarding and training.Chris is also the host of the Process Makes Perfect podcast, author of 100 Hacks To Improve Your Business, and contributor to Inc. Magazine.On the weekends, Chris and his wife take their two kids on little adventures to lakes and hiking trails. He’s enjoyed getting out of the house with COVID going on! Did you learn anything new from this episode? If so, let us know in the comments below – we value your feedback! Our next featured expert appearing via our #APP is John Jantsch on September 16th. Meanwhile, Marcel will share more agency profitability insights on September 9th. To view our previous blogs – with Marcel and Jeremy Jackson – please make your way here… Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Parakeeto Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Marcel's Quick Links:ParakeetoAgency Profit PodcastMy LinkedInParakeeto’s LinkedInTwitterAbout Me:I am co-founder and CEO of Parakeeto and fractional COO at Gold Front.In addition to being an agency profitability consultant – specializing in helping agencies get a handle on their gains – I’m also a respected keynote/virtual speaker and podcaster. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:LinkedInTwitterShiftLab.coAbout Jeremy:As the founder of Shift Lab, Jeremy focuses on projects that couple excellent design and technology, resulting in beautifully-designed digital products for clients as wide-ranging as Google, Comcast, Microsoft, and BreastCancer.org.Jeremy has worked in product development, UX, graphic design, and development for the web since the mid-’90s and was previously Director of Technology at Method.In his spare time, he’s allegedly a magnet enthusiast… Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

About Marcel:Marcel Petitpas is co-founder and CEO of Parakeeto.In addition to being an agency profitability consultant – specializing in helping agencies get a handle on their gains – Marcel is also a renowned keynote/virtual speaker and podcaster.Expect to see more from Marcel over the coming weeks, as he shares important insights for agency owners who want to earn more while working less. Points of Interest…There’s more information regarding each point in our blog notes beneath below.Identifying high ROI processes 2:12Four-step Flywheel Framework 3:20The Benefits of Tracking Tools 7:57Identifying High ROI ProcessesMost agencies struggle at some point with going over budget on projects and potentially working evenings and weekends due to a looming deadline.Unfortunately, things can take longer than expected. Since the deadline isn’t moving, you and your team inevitably find yourselves trying to make up time by working late or weekends. Obviously, this isn’t sustainable.There are processes to help deal with such situations, ones you could be building and optimizing, but you never seem to have time to define and implement them – or identify which ones are going to generate the highest return on investment.Well, all that is about to change! Four-Step Flywheel FrameworkI want to share with you our tried and tested Flywheel Framework which will help you identify the highest ROI investments. Its implementation will, in turn, help you protect your time – and your team’s time – as well and your profits.Then, I’m going to show you how you can embed this in your business. Over time, your team will learn how to run this process and tune your business for you – essentially making your agency self-optimizing, because it’s a feedback loop.Our four-step Flywheel Framework consists of…Capturing AssumptionsMeasuring RealityRunning MeetingsInvesting in Your Process Assumption > Measure > Meetings > Process = Profit + PredictabilityCapturing AssumptionsIrrespective of what your agency does, assumptions will be made pre-project. From ‘time and materials’ projects, to ‘flat rate’ projects; from how much time a project is going to take, to prospective external costs – blind assumption-making can seem part and parcel of a project, but it doesn’t have to be.You need to analyze IF those assumptions were correct or not. By capturing these assumptions, and ensuring there’s a consistent format to how they’re tracked, you can compare how your pre-project presumptions stack up against reality over time – horizontally. Measuring the Reality of AssumptionsWhether it’s a spreadsheet or a tool like Parakeeto, define a consistent format and methodology by which you can estimate – or capture – the assumptions about your projects.Now that you have a reference point, measure the accuracy of those assumptions. By way of example; compare your assumed costs to your actual costs; compare the time logged in your estimate against the true time spent; and so on. Then you can ascertain if there is a mismatch between your initial assumptions and the actual data. This process is simpler than it sounds – especially if you use an accounting tool, or a time tracking tool.Make sure, when tracking your time, that it’s mapping back to the original assumption because that’s the purpose of the exercise! Run Team MeetingsThe goal of these meetings is to sit down with your team to measure quantitative data. Discuss what matched up to your initial assumptions and, more importantly, what didn’t match. That’s where we’re going to surface qualitative data.For example, you might ascertain that you went over budget on design hours. Why was that? Did you assign too many designers to that task, resulting in duplicated work?In short, the objective of these meetings is to identify what is going well, what is going poorly, and what is taking a different path to what was expected! Invest in Your ProcessThe result of these captured insights include ideas on how you can overcome those things, then how best to implement them in your process backlog.This will inform you what needs to be done in order to solve these problems that we’re seeing in our data and in our meetings that will help us make more accurate assumptions over time. Over time, if you continue using the Flywheel process, you’re going to have more profit and increased predictability.In our business, profit and predictability are the holy grail of goals! While profit obviously means there’s more money in the bank for you, for your team, and for potential investments, predictability denotes less time spent working on weekends and evenings, better resource planning, more accurate timelines, etc. Simply put, predictability gives you better visibility into your business. Key Takeaway: The Benefit of Tracking ToolsTime Tracking and Cost Tracking are two of the most important pieces of data for you as a service business owner – or as an agency owner – to optimize your business.It’s about shifting your mindset regarding T

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:Twitter @TheStrayMuseLinkedInLouderthanten.comSuperhi.comAbout Rachel:As well as being the co-founder of Louder Than Ten, Rachel is also a digital PM trainer at the company. Louder Than Ten helps digital agencies and product studios train their Project and Operations Managers to deliver healthy and profitable projects. Rachel trains tech com­pa­nies how to knock their old project man­age­ment flows upside down, by refin­ing the most valu­able steps in the process. She helps com­pa­nies under­stand what project num­bers real­ly mean, and how to turn blocks into oppor­tu­ni­ties.Her mis­sion is to trans­form the tech indus­try by train­ing dig­i­tal com­pa­nies how to give back pow­er to the peo­ple lead­ing their projects. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:TwitterLinkedIncontentsnare.comjimmyrose.meAgencyHighway PodcastAbout James:James (Jimmy to his pals) is the founder of Aktura Tech, ContentSnare, and the host of the Agency Highway podcast.Via his Zapier Mastery automation course, he enjoys finding and sharing ways for you to automate parts of your business so you can spend your precious time tackling things that really matter.In addition to sharing his knowledge of better processes via automation, James co-founded a tool for digital agencies to get content from their clients via ContentSnare, while Aktura builds custom software and mobile apps. One of his previous projects, SaaS application SilverSiphon, was sold to an angel investment firm based in Silicon Valley.When this Brisbanite isn’t informing people just how much “automation freaking rocks”, he can be found conversing with dogs; something he’s particularly skilled in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

About Andy:Today, Andy is the co-founder of Postaga.com; an all-in-one SEO research platform for link building and email outreach that helps agencies and marketers build traffic and relationships.Aside from being a digital marketing professional, he is a speaker, lawyer, running enthusiast, and has enjoyed cooking up a storm for the family during Lockdown in New York.Plus, he’s officiated quite a few weddings on occasions (available for bookings!)Quick LinksThe Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link. Guest LinksTwitter @andycabassoTwitter @PostagaAppLinkedIn Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

About John...As well as being Founder and CEO of Credo, John is also an independent growth marketing and SEO consultant, who’s work has been featured in publications such as The New York Times, TheNextWeb, Moz, TechCrunch, CNBC, WIRED, Entrepreneur, and many more.When he’s not beavering away at work, John’s probably spending time with wife Courtney, daughter Tatum, and dog Butterbean, or cycling the mountain ranges of Denver, Colorado!Guest LinksTwitterLinkedInYouTubegetcredo.comQuick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

About Keith:Keith Perhac is the founder of SegMetrics.io, a Saas company helping course authors, product creators, and self-funded businesses increase their revenue from their existing traffic.Unlike most marketers, Keith is also a developer, which facilitated his transition from DevelopYourMarketing.com to “the dark side” (AKA SaaS). This gives him an innate understanding of two key things: the marketing strategies required to grow, and how to implement said strategies for your business.Currently, his online software helps marketers and agency owners get 100% clarity on where their leads come from, how they act, and how much their marketing is really worth.In his spare time, you can find Keith buried in Dungeons & Dragons.SegMetrics.io and How it StartedLike all good software solutions, it was born from an itch that needed scratching.Keith started out as an agency owner, and had been doing funnel optimization and campaign optimization for a number of digital marketers. As his client base grew, so did the time spent on pulling the required numbers for the reporting process.“Pulling numbers is not what I got into marketing for… Understanding what to do with those numbers is why I got into marketing.”Numbers are vitally important to any business, particularly marketing, yet Keith and his colleagues were finding it to be a “huge time suck.” Being developers by nature, they committed to finding a more functional way forward.So, they built the first version internally, based on the premise of “Hey, can we drop these numbers into adatabase and then calculate them automatically?” As it turns out, you can! The Importance of Client Communication and ReportingThink about it… a client comes to work with you because they need guidance in a certain area. The more communication you have with a client, the more you can alleviate any lurking fears regarding your expertise in your field.“The number one thing I’ve found working with agencies, and things that we did internally, was to create a process. The stronger the communication process, the more confidence a client has in your agency.”Conversely, it’s worth bearing in mind that over-communication can have the opposite effect. It indicates a lack of structure and a certain malleability. When a client feels they should take control of a project, you’re in danger of losing your cache – that being your expertise.There are other pitfalls leading from that. For example, you could find yourself dealing with items that aren’t in the project scope; fixing up “little things” that need tweaking, and – as Keith attests – “suddenly, you’re a development shop instead of a marketing agency.”So, a set process is key to working well with clients from the offset. You can start this by ensuring…Every step is documented for both partiesEach step is part of a set process, showcasing how things are progressing/improvingEvery step then has a subsequent actionThis way, the client never feels in the dark, constantly wondering ‘What’s going on next?!’ Value Communication During COVID-19Right now, it’s more critical than ever to be communicating value to clients. It can actually be bad for your clients to cut you right now if you’re driving results for them, particularly online.“If you can keep revenue the same, or keep it from tanking, that’s your agency fee paid for right there. That’s the value you need to show and that’s what we try to do with our funnel optimizations.”You need to show them you’re not a cost, but an investment and a value-add, and you do that through your concise communication and reporting process.“Look, here’s what we did this last month, here’s where you would have been without us, and here’s where you are with us. We’re only taking 5% of all the improvements we’ve made; so we’re definitely worth keeping on.”Set processes creates clarity, continuously reinforcing the value the client is getting. This, in turn, creates client confidence that you’re producing results. Streamlining Your Client Communication ProcessKeeping that pertinent word in mind (value), how should agencies think about setting up a process for communicating with clients that’s going to be efficient, streamlined and not take up a ton of their time?Depending on how much the client is paying you, create a cadence of a weekly call and/or email that updates them on where the stats are.When Keith signed a new client via his first company, he would follow a set schedule – core for clients that turned out to be a good fit.“They got a packet, a list saying, ‘go do this now. Go do this, go do this. This is going to give us all the information for our kickoff call…’ Then, give them a list of everything you’re going to do in that first six weeks – because it’s a process, right?!”A simple example of such a process should go a little something like this…Schedule weekly calls to review results, plus the next steps requiredHost meetings every six weeks to discuss strategy, and roadmap for the subsequent six weeksEnsure th

Explaining Partnerprograms.ioTheir aim is ensuring that software and agencies can connect and become more successful together.The overall mission is just better partnerships; more connection, more interaction inside of the ecosystem, while optimizing communication and clarity, and therefore a faster turnaround for the client. Core Tenets of Good PartnershipsSo, what’s at the core of a partnership between a software company and an agency? According to Alex, partnerships can really help you define your operating procedures, helping you get more organized as a team… “Those partnerships can help you really streamline and optimize the services that you offer as an agency, which means higher ticket value, because customer retention is higher.” What should you be aware of in terms of how partnerships ought to be structured? Below are some pointers; there’s more info on the podcast at the 2:10 mark…Co-marketing or co-selling opportunities can help the software company enable their clientsSometimes, you may look for tools to help you run more efficiently, thus optimizing service delivery on top of back-end systemsAlways go through the partnerships funnel on a website, not the regular sign-up formFeature roadmap inclusion and early accessSeek a dedicated phone number, or support channel, for agency partners to receive priority supportRemember: referral fees are not the foundation of a successful partnership, they are generally not going to be the primary value of the partnershipFeature sets, enabling agencies to onboard new clients and build-out services on top of it – like white-labeling, client portals etc.Look for partners who have training – and systems – on how to build and sell services on top of their software Partnership Opportunities Agencies Should SeekAssuming you’re an agency looking to build out some services on top of software solution, let’s address some signals indicating a great partner you can really trust – and grow with – going forward.For instance, if you’re more of a creative agency and don’t sell services on top of tools, look for co-marketing opportunities to add value to software companies that serve the same customer as you. An example would be Wistia’s partnership with Sandwich VideoIf you’re more of a digital or marketing shop, and have a process for how you deliver value to customers, look at the funnel and process that you use consistently. Then, look for partnership opportunities at each step of said funnel or process. An example of this would be using CallRail in a PPC campaign. While you’re growing, try to stay vertical and use the partnership to increase revenue and margin; this is achieved by going deeper into a single vertical service offering – before you try to go too wide. “Tech-Enabled” and “Tech-Stacked” Partnership ServicesProductizing your services allows you to have a streamlined, scalable workflow, thus building out extremely deep relationships with your partnerships and support teams.This can develop some awesome co-marketing opportunities to reach more clients.Speed to value is key for both SaaS and agencies. Great SaaS partnerships should enable you, as an agency, to get your clients the outcome they want much faster – with higher margins and less work. The SaaS company is incentivized to help you do that, and your clients will get additional value from reaching their desired outcome faster. In some cases, you can essentially charge more for something that takes less time because the value of getting the outcome faster of high importance to your client.Some SaaS companies actually NEED agencies to scale. For example…Activation and retention are some of the most important metrics for SaaS companiesAgencies can be essential in helping clients get complex tools set-up and implemented in their workflows so they can get successful Understand that, as an agency, you can bring a lot of value to a SaaS company by helping them make their clients successful, sticking around in the long-term, and building case studies for the value of their product. How to Start Adding Partnership Services to Your BusinessHow do you start evaluating partners? Where should you go? How do you start selling this to my clients? What’s the roadmap here?!What Alex recommends you do is: look at tools you can create from those replicable stacks.For example, Alex works with a partner called The.com, an awesome new tool that allows you – in your backend – to spin up. Using a very simple editor that’s database driven, you can give a client access to the backend so they populate it with all sorts of cool stuff. “You can create these templates for lawyers, you can create these templates for real estate agents; when you have a new client, not only do you immediately load them with an amazing SEO driven website, you can add on tools and snippets on top of those websites. “ For instance, you can launch a cookie cutter website that’s optimized already, that has chat already, and uses Smith.ai. Building Recurring,

About Marcus: A recognized instructor and speaker at LinkedIn, Marcus Murphy cares deeply about the flourishing of fellow sales experts and entrepreneurs.Currently, he’s Head of Partnerships at DigitalMarketer.com, which arms its ‘insiders’ with strategic insights from industry experts, while also providing templates, tools and swipe files to help you become a better marketer.Marcus previously worked for Yelp in San Francisco, going from start-up to multi-billion dollar giant. He’s also honed his expertise at Infusionsoft as Global Partner Development Manager. There, he developed and broadened new international markets through strategic partnerships.When not at work, he’s either spending quality time with wife, Gina, and his daughters – or he’s working out!So, Why LinkedIn…? What makes LinkedIn such a unique opportunity right now? The answer to that is – basically – there are 675 million people on the platform.Additionally, organic reach across other social platforms is essentially dead, while LinkedIn still excels at this. Why? Because its algorithm loves engagement.Start having conversations on there to up your engagement, and the platform will show these posts to more people. This, in turn, motivates yet more users to get involved in your conversation.If your content is not starting the right conversations with potential connections, then it’s just noise, a distraction, a therefore a waste of your time.In short… content is King. Optimize your LinkedIn Profile to Start ConversationsThe three initial motivators for people to connect with you and your brand on LinkedIn are: your profile picture, your header image, and your byline/title. So, make them count.You have a unique opportunity in your profile photo right away. If possible, invest $50 in the headshot. Do it 60% of the frame against a clean background.More importantly, Marcus says…“Make sure you’re not Catfishing people with your 1989 headshot… It’s tough to have integrity built and trust built into that.”If potential connections see your photo and what you have positioned yourself as – plus, if you ask a question in your ‘Summary‘ – then there’s your conversation starter.Always remember…Everything on your profile should be driven to start conversationsGet a good professional headshot that takes up 60% of the frameOptimize your headline to start a conversation – and be specificUse your Summary to hook the visitor; sell your story, share what you’re about / what your mission isPut a call to action in your Summary, invite people to join your journey If you do those things, then you’re better prepared to be part of the massive growth that’s happening on LinkedIn right now. Personal LinkedIn Profile and Brand Page RelationshipChances are, if you’re an agency owner on LinkedIn, you have both a personal profile and a business page. Now, how can you actually leverage and create momentum by using both? As Marcus says…“You gotta have a business page, you have to have a showcase page, and you have to have a website as a business – because everybody wants to see that you are who you say you are. They want to have those integrity pieces and something to anchor to.”Below is a strategy behind utilizing those assets together.Use your business page as the anchorThe business page is designed to inform what your business is aboutPost content and updates, but don’t expect it to drive organic growthPay to boost content that is doing well organicallyYour personal page will drive the growth of your business pageYour personal page should be used to generate ‘reach’, while your business page will provide conversion (i.e. website visits) and build buyer confidence.Optimizing Content for Organic Reach on LinkedInLet’s talk core strategies to consider when trying to optimize the content you’re posting on LinkedIn to obtain organic reach / drive results.Every piece of content Marcus generates is put through the lens of who Digital Marketer is as an organization. You need to create a ‘Character Diamond’ highlighting what your agency excels at, and then what balances that. Or, to put it another way…“No one would like Superman if there was no Kryptonite and he wasn’t a nerd – because none of us can fly, and we’d think he’s an asshole – ‘Oh, he’s flying again, well, screw that guy!’ We are marketing savants at Digital Marketer, but we are also highly irreverent and that’s a good balance; it helps people to go ‘Oh, these guys are really smart – but they’re human beings’.”In order to optimize your content for organic reach on LinkedIn, and therefore boost your ‘connections’ above 500 and beyond…Be authentic with your content; don’t be too staunch on LinkedInBuild a Character Diamond for yourself and your personal brandAsk yourself how your content can start conversations…Comments trump ‘likes’, and are heavily weighed in organic reachResponding to comments is tremendously importantConsistency and quality content is keyEngage and comment on posts written by people who have a big follo

By way of background; LifterLMS encompasses the needs of modern membership course creators, allowing you to create an integrated membership site.Chances are, you have a productized service option lurking within your current agency resources; this could be launched quickly, thus opening up a new, easier revenue source.About Chris:A natural and authentic teacher, Chris uses his innate ability to hone every business he’s started or mentored. Creating a Learning Management System for WordPress, he helps online course creators launch, and scale. The LifterLMS community includes agencies who build learning management systems, membership sites, and courses for clients.When he’s not working in his cabin, or homeschooling his kids, you can find Chris on his organic farm spending time in nature, and wowing his family with magic tricks.Points of Interest...Maintaining cash-flow to fund products 3:35Sustaining your product over time 6:34Deciding when to start productizing services 10:04Measuring the impact 11:38Tips for agencies transitioning to productized services 12:07 Maintaining Cash-flow to Fund Products Once you’ve built out your SaaS product, complete with making the often necessary concessions on profit, there are other ways to maintain cash flow.For example, Chris has a knack at talent scouting; investing in someone who may be less experienced, but has the potential to become a leader if given the opportunity to grow while making mistakes. This is the foundation of an economical team engine.Additional ways to maintain cash-flow as discussed by Chris include…Move up-market, ensuring good payment termsGet used to pre-selling and receiving cash upfrontLive below your means where possible, ensuring you survive any dips Sustaining Your ProductIt’s one thing transitioning from an agency to a software company, but – once there – how can you (frankly) survive that transition and ease some of the cash-flow constraints?In short, it’s worth reminding yourself (often) that moving to productizing services is a “process not an event”. As it happens, this is a mantra Chris uses frequently…“I say that about a lot of different things, but transitioning from an agency to a software company was definitely a multi-year process, not an event – like, it happened on Tuesday on this date…”Therefore, it’s necessary to get good at scoping projects and forecasting cash-flow.Based on his experience in delivering high-end, custom web dev solutions for membership sites, Chris also challenged himself to create and productize, while “using mostly our tool, plus some templated sites, with limited customization”, that still delivered ALL the value and a medium price point. Deciding When to Start Productizing ServicesGiven price points vary across the board, your productized service is likely going to be the customer. Bear in mind, the ideal customer or client is going to have different attributes than your custom high-end work.Five years ago, Chris’s process included some of the below…Firstly, he considered how to improve upon scope control, plus drive-up marginsThen, he experimented for a yearHe learned that clients for productized services are going to be very different to high-end clients, with “productized services, sort of a halfway point between agency and product”He also referenced the work of Brian Castle (generally considered a leader in terms of creating productized services out of an agency) and Mandi Ellefson, the mind behind the Hands-Off CEO programme Measuring The ImpactRealizing he was a product person and packaging services that way made sense, it aided a shift in thinking from services to the product – on the way to SaaS.“When you really get clear on productized service offerings, you don’t have to put your best people on it.”Indeed, productized services don’t tend to require a number of high-talent staff. You may need their help to develop the templates, processes and to brainstorm, but in a standard operating procedures way of implementation, resulting in value for the client that feels customized and bespoke.Additionally, Chris was able to price on value and create great margins, plus he realised productized services brought far less stress.Regarding the resulting data and reporting, plus profitability, gross margin, and PR from the product; there was a lot of iteration to get to Product/Market fit. Oh, and margins flipped from 20% to 80%… Result. Tips for Transitioning to Productized ServicesSo, if you’re reading this at home – with a few ideas ruminating and therefore “product curious” – here are some points to consider if you’re pondering a similar move.Do a deep dive into your soulGet better at running a profitable agency so you can afford to invest in the productFigure out how you’re going to bridge that gapBe open to challenging your assumptions about what the product is, versus what it needs to beThat’s the key to unlocking value in a really good offer; don’t get too attached to your assumptions, instead help your