Big goals or small questions — every step forward starts with a conversation.
We start with a deep dive into the most important areas of your business. From your P&L to sales and operations, we pinpoint what’s working, what’s holding you back, and where cash flow can be freed up to strengthen your foundation. This stage gives us a clear, data-backed picture of your financial health and operational efficiency, so we know exactly where the biggest opportunities are.
Now that we have a clear picture of the financial health of the business, it’s time to take a closer look at your agency’s current KPIs and set new ones. The process of identifying the inputs that will lead to the outputs we want helps build a clear roadmap. You’ll know exactly what numbers we need to hit in areas like leads, sales, and revenue to take your business where you want it to go.
Now that you know where you want to go and what it will take to get there, it’s time to look at who you’ll need to get there. Do you have the right team members in the right roles to execute the roadmap? As an owner, this step also helps you identify what you need to stop doing so that you can focus on the needle movers.
At this point in the process, you have a clearly defined outcome in mind, a clear picture of where you are now, and the right people to help get you there. Now that we have all the right things in place, it’s time to pour gasoline on the fire. This is where the momentum builds, and you start seeing your business achieve benchmarks you only ever dreamed of.
Getting to the next stage of growth requires more than just working harder or putting more on your plate as the owner. As you grow, you need help to implement the scalable processes that can handle bigger clients, larger (and remote) teams, and more campaigns without sacrificing quality or customer service. Together, we’ll map out growth strategies that help you scale while helping you step back from the day-to-day.
Building a motivated, high-performing team doesn’t happen by accident. Learn how to drive your team to take ownership of the outcomes, consistently hit the KPIs assigned to them, and turn accountability from something they do for you to something they do for themselves. This distills down the best of leadership learning into something that your team will take and run with.
Every bottleneck in your workflow slows down efficiency. If you have constantly jumped back into the day-to-day to keep things afloat, this coaching is perfect for you and your team to learn what it looks like for an agency to perform at a high level, consistently and predictably.
Sales is the most important lever to pull as you refine both your internal processes and your day-to-day KPIs. Most agency owners want to rush to hire an operations manager, but none of your operations are going to matter if sales aren’t coming in. This training helps both you and your sales team learn what to track, what true “leads” are, and what a refined sales process can do for the bottom line.