Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training [https://www.agencymastery360.com/training] Is remote agency life really the dream? While many chase the freedom of working from anywhere, the reality is far more complex. In this episode, Lisa Larson-Kelley shares how she built a high-performing remote team—without sacrificing culture, communication, or control. Today’s featured guest decided long ago that she prefers the remote option and shares what really makes remote work actually succeed. For her, it comes down to two crucial elements: 1. Creating a solid structure for clear communication and aligned goals 2. Hiring people who thrive in self-led, remote environments Tune in to hear how she built these systems into her agency—and how she still prioritizes meaningful, in-person connection to strengthen team culture. Lisa Larson-Kelley is the CEO and founder of Quantious [https://www.quantious.com/], a marketing enablement agency specializing in B2B tech companies. Her agency has worked with some of the biggest tech companies in the world, starting with Adobe and building relationships that would later take them to work with Google and Meta. Currently, she’s looking forward to leveraging this experience working with big companies to create lasting relationships with smaller startups and mid-market companies as well. She talks about the challenges and benefits of running a remote agency, how she finds talent suited for remote work, and how implementing EOS in her agency operations improved her business’ structure, communications, and employees accountability. In this episode, we’ll discuss: * How EOS gives structure and accountability. * The traits she looks for when hiring remote talent * How she keeps team culture strong with in-person retreats * Why remote work isn’t “easier”—but can be better with the right systems.  Subscribe Apple [https://podcasts.apple.com/us/podcast/smart-agency-masterclass-jason-swenk-podcast-for-digital/id870206013] | Spotify [https://open.spotify.com/show/0FiKuRTpkJ7OraCJBUIlr9] | iHeart Radio [https://www.iheart.com/podcast/263-smart-agency-master-28334260/] Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency [http://e2msolutions.com/smartagency] and get 10% off for the first three months of service. A Pivot Fueled by Adversity Lisa began her professional journey as a developer, then transitioned to freelance consulting. Seeing she had a knack for explaining technical processes, she took some writing courses and expanded her abilities into content writing. Lisa’s freelance work soon attracted several major tech companies. The growing demand for her services prompted her to hire her first intern through Craigslist, initially viewing this expansion as an extension of her freelance business. However, when her husband fell seriously ill, Lisa's need to provide financial stability for her family motivated her to formalize and grow her operation into a proper agency. What had started as individual consulting work had evolved into a full-fledged business born of both opportunity and necessity. Why Lisa’s Agency Thrives Remotely—And How Yours Can Too Since founding her agency, Lisa has maintained a primarily remote operation. She did try to run the team from an office a little before Covid restrictions came to send everyone home again, but was finding it tedious, with common complaints about people’s choice of food or annoying habits. It seemed as though petty distractions disappeared once they returned to remote work. As the owner of a remote agency, Lisa admits this modality isn’t easier—it’s just a different kind of hard. To truly succeed, agency owners who want a remote team must take care to carefully choose people suited for this type of work. Some people really do need the presence of someone keeping them accountable. These people find that on-site work provides them a sense of structure and that the interaction with teammates helps improve their performance. Lisa looks for workers who are able to self-manage and are results-oriented. Her team always has access to managers through Slack, of course, but they mostly prefer to manage their work and their time to better fit their lifestyles. Remote teams can leverage technology to enhance collaboration and communication, using tools like video conferencing, project management software, and instant messaging platforms allow team members to work together seamlessly, regardless of their geographical location. Assessing Candidates’ Adaptability to Remote Work Not everyone is suited for remote work, so after assessing a candidate’s suitability [https://flatworm-caterpillar-3mha.squarespace.com/podcast/hire-slow-fire-fast] for the role based on their skills and experience, Lisa also looks to identify whether or not they are suited to work in this modality. If you have struggled finding workers who thrive in a remote setting, try to use assessments and structured interview questions to gauge a candidate's suitability. For instance, asking about their strategies for maintaining accountability can reveal much about their potential success in a remote setting. Furthermore, candidates who have previously navigated remote roles often have the skills and mindset necessary to thrive in similar environments. This experience can translate into a more seamless integration into a remote team, as these individuals are likely already familiar with the challenges and best practices associated with this working style. How EOS Can Transform Your Remote Agency Operations The Entrepreneurial Operating System (EOS) has helped many agencies create the sense of structure that some remote teams may be missing. In it, every worker has their goals, so they know what they’re working towards, as well the agency’s goals for the quarter, so everyone can grow in the same direction. It wasn’t immediately easy or intuitive for Lisa to implement EOS into her agency processes. She read the book and tried to self-implement it unsuccessfully. It wasn’t until she was introduced to an implementer who could help her with the process and keep her accountable that she felt she was on the right path with this system. With expert guidance, structured meetings became the cornerstone of Lisa's agency operations. These non-negotiable, regularly scheduled sessions ensure team alignment and individual accountability. Using Ninety software, Lisa's team conducts highly organized meetings with clear agendas and built-in timers that keep discussions focused on measurable outcomes and actionable tasks. This systematic approach eliminates wasted time while fostering a culture where team members understand their specific responsibilities. This framework helps Lisa establish high-level objectives aligned with her agency's vision, then break these down into manageable steps by working backward from desired outcomes. For instance, if an agency aims to achieve $20 million in top-line revenue and $10 million in net profit, how does this cascade down to individual team members? This clear linkage between daily activities and long-term objectives helps create a culture of accountability and proactive engagement. Structuring Professional Growth in Remote Agencies Part of the changes introduced with the use of EOS was establishing clear pathways for employee growth, something that employees themselves asked for. While tenure still influences senior positions, the agency's COO developed a three-stage framework that provides visual clarity for professional development [https://flatworm-caterpillar-3mha.squarespace.com/podcast/empower-your-team-growth-path]. * Seed: Your ground-level tasks for any particular role. * Blossom: Demonstrating confident competence and Independence in that role. * Bloom: Preparing for advancement to the next position. Interestingly, this framework is not necessarily linear recognizing that personal circumstances may cause employees to move between stages. If an employee shifts from "Blossom" back to "Seed," management initiates supportive conversations to discuss their situation and explore potential paths forward based on the employee's choices. This is an important initiative that all agency owners hoping to scale their agency should consider as it forces you to think about ways to scale your team and locate the leaders that will help take the pressure off you as you start to delegate responsibility to them. Furthermore, you’ll be taking action to help your team take ownership of their roles, thus increasing retention as you motivate individuals who could get frustrated if they don’t see growth opportunities. How In-Person Retreats Build Camaraderie in a Distributed Workforce Running a remote agency takes a lot of organization, structure, and also an appreciation for in-person connection. Lisa understands that while tech keeps teams connected, it can’t replace the depth of real, in-person connection.. Hence, to encourage team bonding, she organizes a team retreat [https://flatworm-caterpillar-3mha.squarespace.com/podcast/navigating-remote-culture-building], that most recently took the team to Puerto Rico, for a few days of team building activities, but mostly to just be together in the same space. This is a great lesson for agency owners who want to run a remote agency. Building camaraderie through in-person connections will also have practical implications for agency growth. In-person retreats and gatherings can serve as platforms for discussing career aspirations, setting goals, and mapping out pathways for professional growth, as well as fostering stronger relationships, enhanced communication, and a more cohesive work environment. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint [https://www.agencymastery360.com/blueprint]. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training [https://www.agencymastery360.com/training] What if scaling your agency didn’t mean more stress, but less? Discover how Devon Hayes and Amanda Joyce turned partnership into freedom—and how you can, too. If you’re an agency owner ready to stop grinding and start growing, this episode is for you. These two entrepreneurs joined forces as partners specifically to navigate this growth journey together—and witnessed how this strategic decision created the growth, impact, and freedom they had always envisioned. Tune in to discover their realization that scaling represented not an additional burden but rather the crucial shift from merely sustaining their businesses to expanding them intentionally and the ongoing challenges they continue to face as they adapt to this exciting new chapter in their entrepreneurial journey. Devon Hayes and Amanda Joyce aren’t just agency owners—they’re proof that collaboration can unlock freedom. With deep experience in PR, construction, and financial services, they share the lessons they learned the hard way—so you don’t have to. They are co-founders of Elevation Marketing [https://elevmarketing.com/], a company specializing in the home services niche, including roofing, custom home building, and plumbing. They share their journey of coming together after running their own agencies and what inspired them to start their first businesses. Additionally, they’ll share what drove them to choosing their current niche and the lessons they’re still learning about building their client pipeline and going beyond being referral-based. In this episode, we’ll discuss: * Joining forces to unlock freedom. * Finding the winning niche. * Why scaling is worth the fear.  Subscribe Apple [https://podcasts.apple.com/us/podcast/smart-agency-masterclass-jason-swenk-podcast-for-digital/id870206013] | Spotify [https://open.spotify.com/show/0FiKuRTpkJ7OraCJBUIlr9] | iHeart Radio [https://www.iheart.com/podcast/263-smart-agency-master-28334260/] Sponsors and Resources Wix: Today’s episode of the Smart Agency Masterclass is sponsored by Wix Studio [https://www.wix.com/studio], the all-in-one platform designed to help agencies scale without the headaches. With intuitive tools, robust native business solutions, and low maintenance, Wix Studio lets your team focus on what matters most—delivering exceptional value to your clients. Ready to take your agency to the next level? Visit wix.com/studio [https://www.wix.com/studio] and discover how Wix Studio can transform your workflow, boost profits, and strengthen client relationships. Joining Forces to go From Solo Struggles to Shared Success Before meeting, Devon and Amanda were forging separate paths as agency owners, both yearning for greater freedom and support in their professional lives. Devon worked some time doing marketing for companies in engineering and construction and moved on to the financial industry thinking the bigger paycheck would be enough to make her happy.  However, just nine months later she felt like a prisoner of the corporate world, while her husband – a business owner – enjoy the flexibility to pursue passions like snowboarding. Inspired by his freedom, she leveraged her corporate contacts and industry knowledge to launch her own business, determined to reclaim control of her time. For her part, Amanda started working for an agency right out of college. Armed with a degree in PR and journalism and zero knowledge about the digital marketing world, she quickly developed expertise and built her own client relationships. As her confidence grew, she realized she didn't want the constraints of office-based work [https://flatworm-caterpillar-3mha.squarespace.com/podcast/control-over-your-agency]. Since it was the early 2000s, the thought of working remote was unimaginable and something she would have to pursue on her own. Finally, she started her own small niche agency in 2007. Of course, both women soon discovered that entrepreneurship wasn't the straightforward path to freedom they'd envisioned. Their businesses brought stress, sleepless nights, and the weighty responsibility of delivering results for clients. The service-based nature of their work meant constantly seeking ways to improve outcomes, often making it difficult to maintain focus amid competing priorities. When Devon and Amanda finally joined forces in 2019, they brought together the valuable lessons each had learned about the industry and business ownership—creating a partnership built on shared experience and complementary strengths. A Collaboration to Unlock Freedom and Have a Higher Impact Even before joining forces, Devon and Amanda were working together in several projects and found they complemented each other very well. In fact, Amanda felt their projects together were the ones causing her less stress. While working with Devon meant she had someone covering for her while she was on vacation, for instance, the clients from projects she was handling by herself wanted her attention 24/7 [https://flatworm-caterpillar-3mha.squarespace.com/podcast/master-boundaries-without-compromosing-growth]. Both women had achieved a level of success that allowed them to pay their bills and maintain a comfortable lifestyle but realized that to truly thrive, they needed to shift their focus from merely sustaining their businesses to scaling them. More than just a desire for more revenue they understood the benefits that would come from collaboration. Wearing multiple hats and managing every aspect of their businesses was unsustainable. Instead, merging their strengths and resources, would allow them to create a more efficient operation that allowed them to focus on their core competencies. Furthermore, Amanda liked the idea of having someone to discuss her ideas with, something she missed from her days of corporate work and that can be invaluable for agency owners who constantly feel isolated and burdened by their responsibilities. The Pivot that Paid Off: Finding Their Winning Niche Even though Devon and Amanda initially targeted the roofing industry, they quickly lost focus and found themselves working with an eclectic mix of clients across dog training, cannabis, IT, and other unrelated sectors. This scattered approach, while diverse, undermined their ability to establish a distinctive brand identity. Thankfully, they later found their footing through their engagement with the Breakthrough Academy, a contractor coaching group. By connecting with contractors in various trades, including electricians and landscapers, they discovered a niche that aligned with their strengths and expertise. Soon they were delivering exceptional results for clients in plumbing, electrical, and landscaping businesses and – even though they hesitated to make it official – they had a niche [https://flatworm-caterpillar-3mha.squarespace.com/podcast/confidence-to-raise-agency-prices]. Furthermore, coming together proved to be the best decision once they realized that the home services market was saturated with subpar providers, and hence scaling their business was also an opportunity to reach a broader audience and amplify their message as credible thought leaders. This mission directly inspired their podcast as a platform to spread their message and positively impact an industry often plagued by questionable practices. The next challenge they face is expanding beyond referral-based growth to develop a sustainable client acquisition pipeline. Why Scaling Your Agency Is Worth the Fear Although Devon and Amanda ultimately decided to scale their business to reach a wider audience, many agency owners initially resist growth, fearing it will only increase their workload and responsibilities. While expanding and managing a larger team may seem daunting, the ability to focus on the aspects you love while delegating tasks that others could handle more effectively proves tremendously rewarding. Amanda, for instance, was excited to find people who excelled in areas where she struggled and empowering them to thrive. Once she did, she was able to delegate all the content creation work she had been handling and focus her time on different areas. This is a step that agency owners will get to enjoy not only when they find the right talent but specifically when they find self-managing professionals who take ownership of their work. It’s a move that will take you to a remarkable milestone —the moment when new clients are successfully onboarded without requiring any involvement from the founder. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint [https://www.agencymastery360.com/blueprint]. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training [https://www.agencymastery360.com/training] How are you adapting to the many changes in the industry and economy? For many agency owners this is a golden era for the business. Of course, not everyone will thrive—success depends largely on your ability to adapt. In this episode learn how our guest has mastered adaptation through several economic downturns over the years, emerging from each crisis as a more prepared and confident leader. Today, he shares the pivotal moments when his agency could have joined countless others in closing their doors, but instead discovered pathways to emerge stronger than ever. Tune in to learn how he navigated each crisis, how embracing remote work has enhanced nearly every aspect of his agency's culture and operations, and why he firmly believes that despite—or perhaps because of—today's challenges, there has never been a better time to be in the agency business. Dan Kahn is the founder of Kahn Media [https://kahnmedia.com/?gad_source=1&gbraid=0AAAAADMiq45lL2oG_k673r8PdAQtPhvV2&gclid=Cj0KCQjw5azABhD1ARIsAA0WFUEYfRCzAV01H1f8G0K8u75jl4ziTywapebE1Aj2NIArTTAIaWCM74saAvMdEALw_wcB], an integrated marketing agency specializing in automotive and luxury brands. He shares insights into his journey in the marketing world, starting with public relations and evolving into a diverse agency model. Dan also looks back at the different ways he handles times of economic downturns in his agency, and how his leadership was shaped by these times of turmoil. Additionally, he introduces his newer venture, TRED, an outdoor recreation-focused agency emphasizing experiential marketing. In this episode, we’ll discuss: * 3 ways to weather economic downturns. * Learning to be a better leader for a remote team. *  Focus on the media, not the message. Subscribe Apple [https://podcasts.apple.com/us/podcast/smart-agency-masterclass-jason-swenk-podcast-for-digital/id870206013] | Spotify [https://open.spotify.com/show/0FiKuRTpkJ7OraCJBUIlr9] | iHeart Radio [https://www.iheart.com/podcast/263-smart-agency-master-28334260/] Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency [http://e2msolutions.com/smartagency] and get 10% off for the first three months of service. Sometimes Bigger Clients Doesn’t Equate to Big Success Dan grew up watching his father weather the volatile nature of business ownership and promised himself he'd never subject himself to such instability. However, his passion for automobiles guided him along a path from automotive journalism to PR work, and ultimately to founding his own agency. Hence, his entrepreneurial journey began with a strong foundation in the automotive industry, where he built a solid reputation working with notable clients like Lotus and Maserati, and handling high-profile events such as the SEMA automotive trade show. However, his ability to adapt was truly put to the test during the pandemic. When the world came to a standstill in 2020, many businesses found themselves grappling with significant revenue declines and uncertainty about the future and his agency was no exception. Dan found that while most of his corporate clients were pulling back, smaller clients like Lotus were easier to innovate with and willing to test new approaches. This is how he came up with the idea of handling car delivery services directly to journalists. With automotive press fleets locked down and journalists confined to their homes, Dan and his team were gaining lots of attention with this stunt, to the point that they achieved greater media exposure [https://flatworm-caterpillar-3mha.squarespace.com/podcast/recessions-offer-opportunities] than larger competitors like Porsche. 3 Ways to Face Times of Economic Crisis 1. Grow stronger as a leader According to Dan, he was a different type of leader back when he faced his first economic downturn in 2013 and, as a result, defaulted to putting everything on his shoulders. Having experienced consistent 50% growth for several years, he felt the agency was doing well enough and he could lay back on doing new business development. Unfortunately, this decision coincided with some critical financial decisions. They had relocate to a more expensive town while taking on higher office rent and lost two big clients in one week. His world came crushing down, he burned through his savings, and it took a lot to get through that situation. With no delegation strategy in place, Dan shouldered the entire burden of recovery himself. His dreams of reducing his workload vanished as he struggled to lead the team through this crisis. While the agency eventually recovered and emerged stronger than before, the experience took a toll on his health. 2. Innovate and pivot quickly When the global shutdown of 2020 threatened Dan's agency with another economic disaster—particularly since events accounted for 30% of their revenue were canceled in rapid succession, Dan found himself in a better position to face the situation this time. He had a good leadership team, excellent client relationships and the agency was overall better prepared to figure out how to stay afloat during lockdowns. Rather than shouldering the burden individually, Dan and his leadership team collaborated closely with clients to develop innovative alternatives and pivoted quickly to create virtual experiences that maintained audience engagement despite physical restrictions. 3. Execute the highest levels of service Finally, the agency’s latest critical moment happened last year, during economic shifts that hit many industries. Clients were pulling back on expenses as Dan had just launched a second agency, which requires a huge amount of capital. In part, it was the result of normal economic cycles during an election year but Dan admits it was also the result of poor planning on his part. After spending much of 2023 investing the first agency’s profits into the launch of the second agency, it hit him in December that clients’ annual contract renewals weren’t going as smoothly as he’d hope. He started to see just how bad Q1 of 2024 could be if he didn’t course correct. Once again, he relied on his team, who were tasked with continuing to execute at the highest level while he focused on business development. He also started focusing more on growing existing clients, after years with a laser focus on new business development, and invested some of his own savings into pulling the agency back up. Dan was also honest about the agency’s situation with some key clients, who agreed to pay the year in full with a discount. Finally he put a heavy focus on delivering the best customer experience – aiming to become undeniable – following the teachings of Unreasonable Hospitality, by Will Guidara. The team all read the book and were instructed to apply those principles with each client. The result? Q1 was still a mess but things turned up by Q2 and by the end of the year they had record revenue and profits. Choosing Results Over Proximity Like many agencies, Dan’s business runs most operations on remote, with only five to six team members coming into the office on a regular basis and some coming in once or twice a week. Although this shift does make it harder to get everyone on the same page and focused on the same target – and it does make training harder [https://flatworm-caterpillar-3mha.squarespace.com/podcast/onboarding-for-success] –, Dan admits it’s better in almost every other aspect. Most critically, the remote structure grants access to an elite talent pool—a priority Dan values far above physical proximity. Whether team members work part-time from Alaska or elsewhere, his focus is on results rather than location. With a leadership philosophy that has changed from micromanaging to inspiring, he understands you need to trust your team to work remote. This comes after a lot of personal development work as he learned to listen more effectively [https://flatworm-caterpillar-3mha.squarespace.com/podcast/agency-leadership-potential] and improve as a leader by taking guidance from his own team. This then led to identifying some necessary changes in the agency’s culture, including replacing senior staff members who lacked leadership qualities. Now, instead of managing his team and overworking himself, he takes the time to enjoy his life. Finally, coaching and therapy have also help Dan open his eyes to the importance of diverse personality types within a leadership team. While he used to expect his team to tackle any situation exactly as he would, he now appreciates that this kind of mindset can lead to chaos in the team. Instead, varied perspectives in decision-making processes can lead to much better results. Why this is a Great Time to be an Agency Owner With traditional media on its deathbed, Dan believes this is actually the golden age for agency business, positioning communication professionals at the forefront of media evolution. He sees this as the optimal moment to launch podcasts and establish dominance in emerging media channels. Not everyone will adapt to these changes, and some agencies are struggling because of this. However, if you can adapt and make the best of this unbelievable moment in time with innovations like AI and much more freedom to be creative and innovative, you stand poised to thrive. Furthermore, nowadays people are much more willing to work with smaller agencies, relieving agency owners from the expectations of having a huge team or a fancy office. Instead, you get to focus on the ideas and building the best team possible with people from all over the world, which makes it a great time to be in this business. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint [https://www.agencymastery360.com/blueprint]. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training [https://www.agencymastery360.com/training] Do you feel stuck in your agency journey? Are you trying to figure out the next step to grow? Don’t know what you don’t know but you DO know something is holding you back? These can be hard questions to figure out when you feel you have little to no support to help you identify areas of improvement and make necessary changes. This featured guest felt her agency was doing well with their defined niche, and capabilities. However, something was missing — as an owner, she felt isolated. This all changed when she joined an agency owner community where she could openly share her doubts and struggles while receiving actionable feedback and support. This pivotal decision transformed not only how she operated her business but also accelerated her personal development as a leader. Discover her experience building a business, the defining moment when she first identified as a true entrepreneur, and the two critical pivots that marked significant milestones in her agency's growth trajectory. Jennifer McPherson is the owner of Chickenango Marketing Solutions [https://www.chickenango.com/], a specialized marketing agency focusing on public involvement and marketing for engineering, construction, oil and gas utility clients. She shares her journey from spending 27 years in marketing roles within engineering firms to launching her own agency seven years ago. She discusses the motivation behind her transition and the challenges of building a business from the ground up. Jennifer reflects on the moment she realized her agency had truly become a real business and why the mastermind community has meant so much in the growth and self-improvement she’s experienced in recent years. In this episode, we’ll discuss: * Community as the solution to agency owner isolation. * Stop relying on project-based work. * Finding fulfillment in the agency journey.  Subscribe Apple [https://podcasts.apple.com/us/podcast/smart-agency-masterclass-jason-swenk-podcast-for-digital/id870206013] | Spotify [https://open.spotify.com/show/0FiKuRTpkJ7OraCJBUIlr9] | iHeart Radio [https://www.iheart.com/podcast/263-smart-agency-master-28334260/] Sponsors and Resources Wix: Today’s episode of the Smart Agency Masterclass is sponsored by Wix Studio [https://www.wix.com/studio], the all-in-one platform designed to help agencies scale without the headaches. With intuitive tools, robust native business solutions, and low maintenance, Wix Studio lets your team focus on what matters most—delivering exceptional value to your clients. Ready to take your agency to the next level? Visit wix.com/studio [https://www.wix.com/studio] and discover how Wix Studio can transform your workflow, boost profits, and strengthen client relationships. The Leap from Corporate Marketing to Agency Founder Jennifer spent most of her career working on marketing roles within engineering firms, taking the step to venture on her own just seven years ago. Feeling a need for a change in direction, she set out to create an agency that would focus more on the engineering, construction, and oil & gas niche. Building her business, Jennifer quickly discovered that agency ownership extended far beyond simply practicing her marketing expertise independently. It demanded she master numerous aspects of running a company and navigate countless unexpected challenges. Despite these hurdles, she didn't fully perceive her venture as a legitimate business until she began hiring employees. Suddenly, her agency was no longer just a personal side hustle but an enterprise supporting other people's livelihoods, adding a profound layer of responsibility to her role as founder. 2 Pivots That Changed the Agency’s Growth Trajectory In the years following her agency's launch, Jennifer achieved notable success and growth. Despite her professional achievement, she felt increasingly isolated in her role as an agency owner. Without connections to peers facing similar challenges, she lacked a support network of individuals who truly understood her unique experiences. Looking back, two important shifts got her out of that place: 1. Community. Discovering Agency Mastery [https://flatworm-caterpillar-3mha.squarespace.com/agency-mastery] was a complete game changer for Jennifer. (This isn’t just a shameless plug — but if not us, then find your people!) In addition to being the support she needed, this agency owner community [https://flatworm-caterpillar-3mha.squarespace.com/podcast/do-you-have-the-right-support] also completely changed the way she ran her agency. With the mastermind’s support, she went from figuring things out on her own to hiring a Chief Operating Officer, implementing efficient systems, and shifting her focus from being an operator to a true leader. The community also helped Jennifer get over the need to compare her success to others. The inherently competitive nature of the agency world often fosters unhealthy comparisons based on incomplete information about others' successes. Through her mastermind involvement, Jennifer gained insight into fellow owners' challenges, recognizing most face similar obstacles. She’s also learned that community, a laser focus, and the right systems are the only things that will help you get by during rough patches. 2. Predictable Cash Flow. Another pivotal moment was restructuring her business model to reduce dependency on project-based work. Her agency's focus on public involvement had previously meant operating on a project-by-project basis, a very difficult model to sustain since you’re always choosing a next project and not building recurring revenue. With this pivot, her agency can now focus more on growth and building a pipeline to secure recurring revenue [https://flatworm-caterpillar-3mha.squarespace.com/podcast/predict-agency-financial-future]. This way, she is finally stepping out of being in the business to working on the business and focusing on its future. She is able to see that the future of her agency is beyond just her involvement. Finding Fulfillment in the Agency Journey Entrepreneurs often become fixated on end goals—whether it’s selling a business, achieving financial independence, or reaching a certain level of market dominance. However, to make your business journey a truly fulfilling one, you’ll need to do more. The journey of entrepreneurship is not just about hard work and determination. Luck and having the right team and community all play a role in what you enjoy doing and what you come to know as your agency’s success. Many agency owners may feel frustrated by the daily grind and dream of selling their agency to feel free, but come to miss team work and sense of accomplishment after selling. Recognizing that the journey involves both struggle and triumph allows entrepreneurs to appreciate their efforts and find value in the process. In her experience, Jennifer loves the relationship building and connections [https://flatworm-caterpillar-3mha.squarespace.com/podcast/secret-to-keeping-clients-20-years] as much as she loves winning. This is why she has come to define success as a journey is rich with learning opportunities, personal growth, and meaningful connections that contribute to a fulfilling entrepreneurial life. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint [https://www.agencymastery360.com/blueprint]. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training [https://www.agencymastery360.com/training] Have you ever turned to freelancers to grow your agency’s capabilities? What about using fractional support once you realized you couldn’t do everything as the founder and face of the agency? What if the key to sustainable growth isn’t building a massive in-house team, but leveraging the right fractional support at the right time? Today’s guests are two agency owners who turned a modest freelance setup into a thriving multimillion-dollar business—largely through referrals and the strength of their personal networks. They share how a flexible team of contractors became their secret weapon, offering the agility to scale without the overhead of a traditional agency structure. Tune in to learn how former competitors found a way to build a successful collaboration and why fractional support was a big part of their operation from the start. Sydney Mulligan and Lauren Aquilino are the co-founders of Emmie Collective [https://www.emmieco.com/], a for-hire network of elite independent & freelance marketing, sales, and revops consultants with big tech energy. They share their journey of entrepreneurship, reflect on their backgrounds as former competitors in the marketing industry, and the bond that brought them together. Sydney also recounts her experience of being laid off while on maternity leave, which sparked the idea for Emmie Collective while Lauren discusses her transition from freelancing to building a business as demand for her services grew. In this episode, we’ll discuss: * Why the fractional model was the best option for bootstrapping an agency. * When should the agency owners stop being the face of the agency? * External funding vs. control in agency growth.  Subscribe Apple [https://podcasts.apple.com/us/podcast/smart-agency-masterclass-jason-swenk-podcast-for-digital/id870206013] | Spotify [https://open.spotify.com/show/0FiKuRTpkJ7OraCJBUIlr9] | iHeart Radio [https://www.iheart.com/podcast/263-smart-agency-master-28334260/] Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency [http://e2msolutions.com/smartagency] and get 10% off for the first three months of service. When Competitors Become Co-Founders Before forming their partnership, Sydney and Lauren worked at competing agencies while also participating in Marketo's customer champion program. Their paths diverged when both eventually left their respective agencies—Lauren to pursue freelance work, initially planning for just 10 hours weekly during summer to rest after quitting her job. However, her freelance business quickly expanded beyond expectations, growing to 20 hours weekly and requiring additional contractor support. Meanwhile, Sydney had taken an in-house position but faced an unexpected setback when she was laid off during her maternity leave. As she navigated the job interview process, she began conversations with Lauren, who was contemplating transforming her freelance operation into a formal business. Lauren recognized Sydney as a valuable potential partner—in fact, the only person she would consider building a business with. After discussing their business vision, they decided it was time to meet face-to-face. Their first in-person meeting in Florida became what they jokingly refer to as their "speed dating" session. During this three-day encounter, they exchanged ideas and developed business plans while Sydney cared for her six-week-old baby. The meeting proved decisive—by the time they both landed back home, they had confirmed their mutual desire to build an agency together. Why the Fractional Model Is Best for Bootstraping an Agency Their participation in the customer champion program helped Sydney and Lauren establish strong reputations within a specialized niche market [https://flatworm-caterpillar-3mha.squarespace.com/podcast/want-more-clients]. With this foundation, they were able to launch their agency business with a strong base of referral clients. One unexpected advantage they discovered was the relative ease of attracting consultants eager to work with their new agency. Anticipating potential staffing challenges typical for startups, they had proactively designed their business model around freelancers and contractors. This strategy allowed them to sidestep the common industry pressure of requiring employees to meet specific billable hour quotas. Instead, freelancers had the flexibility to determine their own workload and schedules. To this day they continue to work with consultants, firmly believing that fractional support provides clients with optimal access to senior specialized expertise. By leveraging fractional experts, their agency effectively addresses specific client challenges, enhances operational efficiency, and frees internal resources to focus on strategic growth initiatives. When Should the Founders Stop Being the Face of the Agency? Balancing Growth and Client Relationships Sydney and Lauren's agency growth eventually confronted them with the challenge of hitting the limit on what they could do by themselves [https://flatworm-caterpillar-3mha.squarespace.com/podcast/working-yourself-to-death]. With the agency growing, more and more clients and consultants coming in, and traveling for events, it just got to be too much. Sydney recalls a particularly stressful period when she felt overwhelmed, unable to keep track of their growing client base and the myriad responsibilities that came with it. They recognized they could no longer manage everything alone. When an agency owner clings to control it causes issues with bottlenecking, even become an operational issue and their agency’s biggest profit leak. For Sydney and Lauren, was time for a change and the first crucial step was hiring a fractional account manager to ensure there was someone else keeping track of every client. This not only alleviated some of the burdens on Sydney but also allowed them to focus on strategic growth rather than getting bogged down in day-to-day operations. It’s not an easy shift to make, and quite tricky for Sydney and Lauren, who built the agency on the back of their own networks and therefore are still the face of it. They continue to wrestle with how much to pull back, risking that clients feel they no longer interact with them. For those facing similar challenges, it's worth noting that even prominent agency leaders like Gary Vaynerchuk maintain their status as organizational figureheads while having minimal involvement in daily operations. This successful transition typically requires thoroughly training team members in core agency values to ensure consistent decision-making and actively promoting team capabilities to clients—emphasizing that a dedicated team provides superior service compared to founder-only support. External Funding vs. Control in Agency Growth After bootstrapping their business, Sydney and Lauren now face the question of whether or not to take on funding to continue to scale. While they recognize the potential advantages that investment capital could bring [https://flatworm-caterpillar-3mha.squarespace.com/podcast/8xed-agency-in-2-years]—accelerated expansion and resources for recruiting top talent—they also remain cautious about the significant tradeoffs involved. Most of all, they worry about the fundamental shift from being independent business owners to essentially working for investors since "once you start raising money, you'll always be raising money"—with a continuous cycle of accountability to external stakeholders. For the time being, they continue to prioritize maintaining complete control over their growth trajectory, preferring the stability and autonomy of their current approach even if it means potentially slower expansion. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint [https://www.agencymastery360.com/blueprint]. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.