Agency Journey

ClickUp 3.0 is bringing: 500% increase in speed Supercharged reliability Universal search and 99.99% uptime As ClickUp's largest implementation partner we were super excited to bring Zeb Evans, CEO at ClickUp, to discuss ClickUp's journey to get here and his goal for ClickUp 3.0.Topics discussed in the episode: The phases of ClickUp's evolution - Product, Business and Scale How to enjoy the journey while you're in it Zeb's personal journey since the beginning of ClickUp ClickUp's focus on customization, flexibility, and transforming communication The summary of ClickUp 3.0 The importance of rebuilding and rewriting the foundation of ClickUp to build the next-generation platform The revamp of ClickUp goals How ClickUp plans to build a source of truth and a command center ClickUp's goal of becoming a place where all your work and connected products are in one place Empowering customization with an app developer platform in ClickUp ClickUp's growth strategy  Building ClickUp with community - evangelists, influen

At ZenPilot, we help agencies transform the system in which they operate on a day-to-day basis - the place they find their tasks, collaborate with their team, communicate with clients, and take their notes.Transforming a project management platform may be one of the biggest areas of change an agency goes through. It impacts the daily workflow of every individual in the organization - and their clients!Is it easy? Nope. Is there friction? Yup! If you're looking to implement change at any organization, you need to be willing to embrace the pain for a period of time. Lean into this and push through, because the view on the other side is always worth it. After helping thousands of agencies with massive transformations, we've learned a few lessons. On this episode of Agency Journey, Gray joins Andrew, CoFounder at ZenPilot, to discuss how agencies can effectively manage change.Topics discussed in the episode: The purpose behind change at agencies The difficulties of change management  ZenPilot's model for change T

 The Email Marketers help eCommerce brands flourish through Email and SMS marketing. Topics discussed in the episode: Melanie's journey from traditional consulting to starting her own agency. The power of combining email and SMS to grow eCommerce brands. How Klaviyo empowers marketing teams to drive their email and SMS marketing efforts. Klaviyo vs. Attentive How Melanie structures her team, so they don't get overwhelmed during a hyper-growth stage. How The Email Marketers have grown 4.07x through referrals, events, social content, and SEO. LinkedIn content strategies to increase lead generation. Increasing friction in the discovery call process to minimize low-quality leads. How hiring an agency coach (Nick Eubanks) has helped Melanie. The Email Marketers plans to build a "well-oiled, German machine" by focusing heavily on process development and refinement. Creating a workplace people love to work by being proactive for clients and minimizing ad-hoc requests. Presenting Sponsor: ZenPilotBe sure to check o

When Lauren's not shoulders-deep in ClickUp at Hawke, she's likely finding something to add to her cookbook collection or looking at new parts for her next mechanical keyboard build.Topics discussed in the episode: How Hawke managed projects using Wrike and a disparate array of tools prior to implementing ClickUp in 2020. Lauren's experience of using ClickUp for 18 months and developing a strong expertise in the platform prior to undertaking the Hawke migration. Lauren's intense 6-month implementation project which involved countless hours of team interviews, process building, research, data migration, team training, and support. The results and sentiment of the Hawke team as they moved from a state of "general chaos" to more clarity as a result of implementing ClickUp and Lauren and the team's hard work developing process templates and documentation. The opportunities for improvement in Hawke's ClickUp implementation and the roadmap to improving internal operations. Presenting Sponsor: ZenPilotBe sure to che

Topics discussed in the episode: 00:25 - 02:40 The Story Behind Yvi's Branding 02:47 - 05:20 How Yvi is productizing her consulting business. 05:30 - 06:40 Helping people build their business in ClickUp 06:50 - 08:00 What is Minerva, and what is Minerva's current focus as a startup 08:00 - 11:50 Yvi and YouTube 12:00 - 13:20 The 10x10 Formula Strategy 13:21 - 15:00 Shifting her approach problem-based learning 15:15-16:50 The art of repurposing content 16:50-19:30 Client Acquisition 19:30-25:00 What is The SOAR Framework? 25:00 - 26:00 Why do 95% of Yvi's clients use ClickUp? 27:00 - 29:00 Being a ClickUp Consultant 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

Topics discussed in the episode: From bootstrapped to profitable exit VC funding vs targeted mentorship Creating a JTBD (jobs-to-be-done) framework Launching DFY services on top of software products Finding opportunities in churn surveys SOPs and KPIs: the cornerstones of team expansion The components of successful link building Infographics as a backlink-magnet Incorporating humor in outreach The future of Postaga Presenting Sponsor: ZenPilotAnd be sure to check 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: ZenPilot Postaga TinySeed Charm Offensive Grow Together SEO Facebook group

Topics discussed in the episode: Going From a Lifestyle Business to Specialty Agency Narrowing Your Focus For Long-Term Agency Growth Driving Client Acquisition Without Outbound Sales Differentiation and Positioning: 2 Weapons For Lead Generation What to Do When You’re Losing Business to Competitors The Role of Performance-Based Guarantees Using Focus Group Data to Achieve Better Client Outcomes Data-Driven Creative Design Branding KPIs Prospect Theory: Subjectivity = Risk, Data = Certainty The Benefits of Outcome-Based Pricing Pattern-Recognition as a Growth Skill Playing to The Strengths of Each Co-Founder Overcoming Chaos During Agency Scaling Presenting Sponsor: TextExpanderDo you ever type the same thing over and over and over again? Whether it’s customer support answers, sales emails, or document edits, typing things repetitively or using copy and paste can be a burden. That’s where TextExpander comes in. With TextExpander, you and your team can:Keep your message consistentSave time and be more producti

Topics discussed in the episode: Addressing Obstacles Throughout The Agency Journey Not Having Enough Clients to Hire More Team Members: Escaping the Catch-22 Finding The Right Clients to Evade Price Errosion The Importance of Client Case Studies Should You Get Your Foot in The Door or Make Your Core Offer Sexier? The Cost of Investing Your Time on Upsells The Role of Satisfaction Guarantees: When to Drop It Giving Yourself Time to Think About Growth Finding 10 Extra Hours in Your Week Delegating Tasks to The Team You Already Have Finding Ways to Improve Your Best-Performing Channels The Benefits of 2-4 Executive Briefings Per Month How to Keep Your Agency From Becoming a Commodity Building Your Business on Proven Strategies and Existing Results Presenting Sponsor: TextExpanderDo you ever type the same thing over and over and over again? Whether it’s customer support answers, sales emails, or document edits, typing things repetitively or using copy and paste can be a burden. That’s where TextExpander comes in

Topics discussed in the episode: Approaches to Agency Consulting: ZenPIlot vs TheDPM The 6 Characteristics to Look For in a Senior Project Manager Why You Should Hire Paranoid Project Managers Common Misconceptions About Great Project Managers Should Project Managers Follow The Leader or Be a Leader? What Makes a Senior Project Manager Worth Their Salary? When to Involve Project Managers in the Sales Process How to Best Utilize Project Managers as an Agency Owner Finding a Unicorn PM: Navigating Resumes and Interviews How Moderate Paranoia Keeps Businesses Competitive Presenting Sponsor: TextExpanderDo you ever type the same thing over and over and over again? Whether it’s customer support answers, sales emails, or document edits, typing things repetitively or using copy and paste can be a burden. That’s where TextExpander comes in. With TextExpander, you and your team can: Keep your message consistent Save time and be more productive Be accurate, every time The way we work is changing rapidly. Make work happ

Topics discussed in the episode: ProcessDriven’s Business Model Balancing High-Level Strategies and Granular Tweaks When to Focus on One Product vs. Branching Out The PB&J Method to Separating Process From Software Choosing Tools For Clients: Self-Selection vs. Guided Vetting Engaging Service vs. Scalable Product: The Ideal Value Delivery Vehicle Setting Reasonable Implementation Timelines Self-Implementation, Guided Implementation, and DFY: Pros and Cons When to Send Clients Elsewhere The Trojan Horse of Client Acquisition What The Future Holds For ProcessDriven From Role Models to Business Models Becoming The Go-To Source For Your Industry’s Guides Presenting Sponsor: TextExpanderDo you ever type the same thing over and over and over again? Whether it's customer support answers, sales emails, or document edits, typing things repetitively or using copy and paste can be a burden. That's where TextExpander comes in. With TextExpander, you and your team can: Keep your message consistent Save time and be mor

Topics discussed in the episode: Niching Down: Chase What You Love Figuring Out Which Clients You Enjoy Working With Social Proof, NDAs, and The Logos You Don’t See How Jeremiah Would Tackle Agency Growth If He Had a Do-Over Practicing What You Preach: Agency Marketing 101 Firing Yourself From Sales Equipping Your Sales Team For Success SEO Investment: Building and Updating Pillar Articles How Good Content Brings Quality Leads Being So Good You Lose Clients? Working With Family: Pros and Cons Mastering Sales, Marketing, and Delivery When to Expand Into New Services Delivering On Your Promises Going From a Commodity to Partner The Role of Referrals Impact of EOS: Entrepreneurial Operating System What The Future Holds Presenting Sponsor: TextExpanderDo you ever type the same thing over and over and over again? Whether it’s customer support answers, sales emails, or document edits, typing things repetitively or using copy and paste can be a burden. That’s where TextExpander comes in. With TextExpander, you and y

Topics discussed in the episode: To Niche or Not to Niche Choosing The Right Niche For You Bringing Modern Solutions to Archaic Industries Building Effective Campaigns Through Processes Using Industry Experience to Craft Unique Messaging Small Details, Big Differentiators Creating Original Content With Pre-Built Frameworks Automating Client Input to Minimize Calls Productize Your Service Presenting Sponsor: TextExpanderDo you ever type the same thing over and over and over again? Whether it’s customer support answers, sales emails, or document edits, typing things repetitively or using copy and paste can be a burden. That’s where TextExpander comes in. With TextExpander, you and your team can: Keep your message consistent Save time and be more productive Be accurate, every time The way we work is changing rapidly. Make work happen wherever you are by saying more in less time and with less effort using TextExpander. Get 20% from ZenPilot with this link.Resources mentioned in this episode: RentBridge VPM Solut

Ben McLellan is the founder of Ethical Scaling, a consulting company focused on helping businesses scale faster and more sustainably by retaining their clients longer. Ben got his start running a six-figure personal training company.At the time, Ben had a dozen clients that had been with him for over a decade and this would be the exact retention experience he needed when he started his own online agency. He would also go on to work with Traffic and Funnels as a client success director that moved over 1,000 customers through their process.Ben never claimed to be an expert at getting customers in the door, but he was one of the best when it came to keeping them from walking out.Presenting Sponsor: TextExpanderDo you ever type the same thing over and over and over again? Whether it’s customer support answers, sales emails, or document edits, typing things repetitively or using copy and paste can be a burden. That’s where TextExpander comes in. With TextExpander, you and your team can: Keep your message consiste

Topics discussed in the episode: Tips for Creating an Effective Agency Case Study The Benefits of a Great Agency Case Study What is an Ideal Agency Case Study Tips for Conversion Copywriting What Makes A Great Case Study Presenting Sponsor: ZenPilotZenPilot helps agencies build more productive, profitable, and healthy teams by streamlining their operations in ClickUp.As ClickUp's largest implementation partner, we've served over 2,300 agencies and would love to help you scale operations.Learn more about our agency solutions.Resources mentioned in this episode: Joel Klettke on LinkedIn Joel Klettke on Twitter Case Study Buddy Website Joanna Wiebe on LinkedIn Jonathan Dane's Agency Journey Episode Joel Klettke's Newsletter KlientBoost Website Gray MacKenzie on LinkedIn Andrew Dymski on LinkedIn ZenPilot

Amber Kemmis is the Chief Operating Officer of Revenue River, a sales and marketing agency.With over a decade of digital marketing and agency leadership experience, Amber can solve almost any problem thrown her way. She also has a passion for people, psychology, MarTech, and driving revenue growth.Topics discussed in the episode: The Difference Between a Traditional HubSpot Agency vs. HubSpot Agency Today. What does a Traditional HubSpot Agency Model look like? Amber's take on Client Retainers in Revenue River. Defining Retainers in an Agency Space The Core Responsibilities of a Chief Operating Officer in an Agency Different Types of Challenges in Measuring Profitability Different types of Client Engagements The Importance of Project Management on Operations Resources mentioned in this episode: Amber Kemmis on LinkedIn Revenue River Career Opportunities at Revenue River HubSpot Eric Pratt's Agency Journey Interview BugHerd - tool recommended by Amber Pastel - tool recommended by Gray 15Five - employee en

Chase Clymer is the Co-founder of Electric Eye, an agency that increases sales for eCommerce brands. Chase is also the host of Honest Ecommerce, a weekly podcast, community & educational resource providing online store owners with honest, actionable advice to increase their sales and grow their business.Topics discussed in the episode: Chase's story and the origins of Electric Eye The importance of removing yourself as an agency owner from day-to-day client services Leading and managing a team and the concept of swim lanes An intentional strategy for referral growth and partners How Chase approaches content marketing and his success with the Honest Ecommerce podcast Presenting Sponsor: ZenPilotZenPilot helps agencies build more productive, profitable, and healthy teams by streamlining their operations in ClickUp.As ClickUp's largest implementation partner, we've served over 2,300 agencies and would love to help you scale operations.Learn more about our agency solutions.Resources mentioned in this episode:

Topics discussed in the episode: The Importance of Crafting a Content Strategy Marketing Content Strategy Best Practices shared by Ross Crooks The Evolution of Column Five's Content Strategy Career Opportunities with Column Five Media Resources mentioned in this episode: Ross Crooks on LinkedIn ColumnFiveMedia.com Column Five Media Careers Mint.com Noah Kagan on LinkedIn Uber LinkedIn GitHub QuickBooks Turbo Chart Brex Ramp Gray MacKenzie on LinkedIn Andrew Dymski on LinkedIn ZenPilot

The process of implementing an NPS strategy for agencies can be a bit overwhelming - but worry no more! because in this episode of Agency Journey Gray MacKenzie and Amber Mackay are going to discuss the key steps that you need to follow to implement an effective NPS strategy for your agency's success! Make sure to watch until the end of the video because you don't want to miss any important information to succeed in implementing NPS for your agency.

Dean Dutro is the CEO of Worth eCommerce, an email marketing agency. His team helps e-commerce companies increase revenue by up to 60% in six months with email marketing systems built in Klaviyo. Dean co-founded Worth eCommerce with the mission of boosting profits, engagement, and brand loyalty for clients.Dean is also the Founder of Emailgrowthtraining.com, where he teaches clients how to grow their e-commerce revenue by 30-40% using email marketing. He has previously founded two other agencies, Instant Email Copy and GobySavvy.In this episode…The path to success is never straight — it often comes with surprising curves, rough patches, and hills. So, how can you take the lessons from each trying experience and turn them into a victory?Dean Dutro’s path to CEO of a successful agency certainly wasn’t smooth. At the age of 24, he quit a comfortable job in aviation sales to co-found a startup — which sunk into debt. At the age of 26, he was living in his granpdarent’s basement and starting up an email marketing

Katie Street is the Founder and Managing Director of Street Agency, the “agency for agencies.” Street Agency helps clients develop marketing strategies to get noticed and attract more leads. Katie launched the company after realizing she could create an easier way for agencies to build engagement with brands and companies.Katie is also the Co-founder of Tanba, The Agency New Business Academy. Tanba empowers agencies to grow by sharing content and insights from the best in the business. Additionally, Katie hosts the Word on the Street podcast and is a New Business Peer Network Chair for BIMA (British Interactive Media Association).In this episode…Agencies help clients with marketing, strategic planning, building out processes, and so much more. But who helps agencies find those clients in the first place?Street Agency does — and that’s why it’s been dubbed as the “agency for agencies.” Street Agency’s team knows how to build a personalized content plan that will attract more clients and increase sales for any