Get the Agency Playbook used by 20,000+ agency owners to build a scalable, sellable, and self-managing agency.

AGENCY PLAYBOOK™
(Online Training)

Get access to a proven 8-system framework that will help you create predictable profit and scale quickly.

40+ micro-training videos with step-by-step instructions, worksheets, documents, templates, and much more.

Here is a sample of what's in the Agency Playbook.

  • Discover how to become the authority in your market and stop being a "me too agency." Attract your ideal accounts, so you don't have to deal with the small accounts that eat up all your time. Position your agency as "The Choice" vs "A Choice."

  • Discover the winning formula for the order of services and products you should offer, and what you should charge so you will be extremely profitable.

  • Find ways to streamline your delivery, avoid scope creep, and learn how to take on more work while increasing profit at the same time.

  • Discover how to transition from an Agency owner to an Agency CEO, position your agency for acquisition, and how to build an amazing culture that attracts top talent.

THE AGENCY ROADMAP

Get the systems and marketing plan that consistently deliver high-dollar, qualified leads. You’ll learn how to craft compelling messaging that gets clients excited to work with you. You’ll also map out a crystal clear vision for the future of your agency and set high but attainable revenue goals.

SYSTEMS THAT CONVERT

Convert more leads with strategies that are proven to get the sale. ​​You’ll learn how to position your agency so that you’re not just “a choice,” but “THE choice.” You’ll also learn how to create a client experience that inspires trust, loyalty, retention and recurring revenue.

A SCALABLE AGENCY

Transform into the CEO of your agency and delegate to a team you trust to make the right decisions, even when you’re not around. This is where the magic happens because you’ll be growing at breakneck speed, while spending LESS time working in your agency.

Who’s the Agency Playbook for?

  • Creative agencies

  • SEO agencies

  • PPC agencies

  • Social agencies

  • Branding agencies

  • PR agencies

  • Development agencies

  • Content agencies

  • Email agencies

  • AI agencies

  • "We were looking back over the past year, and looking for the single event that changed the course of our agency. Without question it was the day we began your program."

    Joel Eckman
    Globalsites

  • "I just wanted to send you a thank you note for creating the agency playbook. I'm not even all the way through it, and it is already making my agency (and therefore life) much better. Like immediately. The value I am getting from your videos and your really direct style is rocking my little, designer world. In fact, I've already had to go buy all new hats because my brain is getting so big. Seriously, thanks times a million."

    Lisa Slagle
    Wheelie Creative

  • "The best resource for growing an agency that I've seen. The program made me think different. It showed me how we could get out of working in the business and work on the business where we had massive growth and we even made the INC 500 list."

    Ralph Burns
    Tier Eleven

The 8-Step Framework to Predictable Profit

System 1: CLARITY: Is your goal to not have to deal directly with clients and individual accounts, and to be able to set up an organization where you can concentrate on growing the business without all of those distractions? In this system you will discover how to create and clearly communicate your vision to your agency. If they don't know the vision, they will make decisions based on what is best for them, versus what is best for the agency. You will be able to create a crystal clear path to where you are going, what you need to do, and what to say ‘no’ to. 

System 2: POSITIONING: Discover how to become an authority in your market, where you are attracting your ideal accounts, and not having to deal with the small accounts that eat up all your time. Position your agency as "The Choice" vs "A Choice."  

System 3: OFFERING: Discover the winning formula for the order of services and products you should offer, what you should charge for your services that will be extremely profitable? 

System 4: PROSPECTING: Identify what and where you need to be in order to increase leads and convert the leads into opportunities. From the low hanging fruit that can bring in immediate revenue, outbound strategies, inbound strategies, how to build the right strategic partnerships, and how your agency can capture and convert the ideal leads and opportunities. 

System 5: SALES: From qualifying leads, converting at a high percentage, drafting a proposal, how to handle objections, to building a sales team, you will discover how to increase your sales. 

System 6: DELIVERY: Find ways to streamline your delivery for more profit, avoid scope creep, and learn how to take on more work with limited resources. Get the exact process for protecting yourself on delivering work to the client including all of the documents we used: change order forms, creative brief, questionnaires. Also, learn ways to interpret what the client really wants, obtain sign-offs, and so much more. 

System 7: OPERATIONS: Running a business is hard! Discover how to increase your cash flow, how to bonus your team, and how NOT to give your employees ownership while giving them incentives and a sense of ownership. Also discover who and when to hire as I walk you through the ORG chart you need in order to scale your agency. 

System 8: LEADERSHIP: Discover how to transition from an Agency owner to an Agency CEO, position your agency for acquisition, how to build an amazing culture that attracts the top talent, plus how and why to setup an advisory board.

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