In episode 119, I sit down with Jessica Malnik, a B2B messaging strategist who’s helped over 75 founders and lean marketing teams craft content that actually gets read—and drives results. We talk about the risks of over-commoditized content in the age of AI and why a flood of “cheap” output isn’t a strategy. Jessica walks me through her signature framework, the Marketing MOAT, which focuses on Messaging, Distribution, and Content Efficiency.

She also shares practical, low-lift ways agencies can build content machines, maximize existing assets, and stay consistent without burning out. We even talk about content imposter syndrome, the curse of knowledge, and why you don’t have to be totally unique—you just need to show up as yourself.

If you’ve ever struggled with creating content that converts (and keeps converting), this episode is packed with clarity, systems, and smart takes that’ll help you raise your signal-to-noise ratio.

Key Bytes

• Messaging without a unique perspective leads to content that gets ignored

• AI-only content creation can dilute your brand and commoditize your services

• Her “Marketing MOAT” framework focuses on messaging, distribution, and content efficiency

• Distribution must be built into strategy from the beginning, not as an afterthought

• Agencies should reuse and repurpose evergreen content instead of always creating new

• Consistency (3x/week on LinkedIn) matters more than frequency spikes

• Authenticity in content doesn’t mean oversharing—it means resonance

• Set goals based on team size, budget, and business stage, then reverse engineer your strategy

Chapters

00:01 Welcome and intro to Jessica Malnik

01:46 Common agency messaging mistakes

03:26 Why AI-only content is risky for agencies

05:14 Jessica’s Marketing MOAT framework explained

07:21 How to develop “spiky” messaging and content positioning

10:34 Distribution strategy: where your audience actually is

14:04 Own your content—don’t rely only on social algorithms

15:09 Content efficiency and repurposing systems

19:00 Best practices for publishing frequency

21:16 Balancing personal and professional content

22:28 Reverse engineering content strategy based on goals

23:41 Rapid Fire Q&A with Jessica

Jessica Malnik has helped over 75 B2B founders and lean marketing teams fix their positioning and craft messaging people actually read and respond to.

I’ve spoken at half a dozen in-person conferences in the U.S., Australia, and Thailand, as well as dozens of virtual webinars, workshops, and podcast guest appearances.

I’ve also been featured in WSJ, The Next Web, MicroConf, Wynter, SXSW, and MSN UK, among many others.

Contact Jessica:

https://jessicamalnik.com/newsletter/

https://www.theremoteworktribe.com/

Ep 118 – Jamie Brindle – From Freelancer to Entrelancer: Building a Business That Scales

In episode 118, I’m joined by Jamie Brindle—a freelancer, strategist, and creator who’s built a half-million-strong audience around helping creative solopreneurs build sustainable, scalable freelance businesses. In this conversation, Jamie breaks down what it means to be an “Entrelancer”—a hybrid of entrepreneur and freelancer—and why the traditional view of freelancing is overdue for a reboot.

We talk about why having an audience builds instant trust, how freelancers can evolve into business owners without employees, and the myths around websites and portfolios that keep too many creatives stuck in planning mode instead of taking action. Jamie also shares a powerful framework for moving strangers into long-term client relationships—and why every freelancer should be thinking like a strategist, not just a task-taker.

Whether you’re freelancing, running an agency, or somewhere in between, this one’s packed with fresh thinking.

Key Bytes

• Jamie shares the origin of the term “Entrelancer”—and how it reflects a more modern, business-minded freelancer.

• He explains how their TikTok content (originally not for clients) unexpectedly opened doors to Fortune 100 opportunities.

• We dig into the importance of digital products, productized services, and building systems to support time freedom.

• Jamie outlines the four stages of the customer journey: Stranger → Lead → Client → Client for Life.

• He gives a masterclass in how to manufacture delight, over-deliver, and secure repeat work.

• We challenge the sacred cows of freelancer websites and portfolios—and why Jamie believes they’re massive time-wasters.

• Sales anxiety? Jamie offers a grounded, simple mindset shift that removes pressure and focuses on being helpful.

• He explains how positioning yourself as a solution—not a task-taker—is the unlock to charging more and building authority.

Chapters

00:00 Welcome and Intro to Jamie Brindle

01:00 The accidental power of TikTok and building trust

04:30 Redefining success as a freelancer

07:00 “Entrelancer” vs. freelancer: What’s the difference?

11:40 Scaling without employees: Productized and digital offers

13:00 Pivoting from video work to social media consulting

15:25 Lessons from shifting services and getting back in the field

19:30 Jamie’s four stages of the customer journey

24:00 Reframing sales: It’s just solving a problem

28:00 Positioning yourself as a strategic partner

34:00 Why portfolios and websites are the biggest time wasters

37:00 Final thoughts and closing

Jamie Brindle is a freelancer who gives advice to over half a million other creatives on social media about building a scalable and sustainable freelance business.

Contact Jamie:

Www.jamiebrindle.io

@thejamiebrindle on all socials

In episode 117, I sit down with Wanda Allen, international speaker, coach, and author of Follow Up Sales Strategies. With 25 years in the corporate world and a background in business banking, Wanda developed a systemized approach to sales follow-up that now helps business owners and sales professionals increase their close rates.

We dive into the psychology behind why so many people avoid follow-up, the fears that hold them back (hint: it’s not really about time), and how a simple shift in mindset and process can transform your sales pipeline. Wanda shares data-backed insights, actionable tips for improving follow-up cadence, and even debunks myths about being “pushy.” Whether you’re in active outreach or avoiding the phone like the plague, this episode will motivate you to reframe your follow-up game—and pick up the phone with purpose.

We also talk about her book-writing journey, the importance of believing in the value you bring, and a bucket-list dream that has her heading south of the border.

Key Bytes:

• 98% of sales don’t happen on the first contact—follow-up is essential.

• Fear of being “pushy” and fear of rejection are the top two mindset blocks around follow-up.

• 80% of sales happen between the 5th and 12th contact—most people quit after 2.

• Follow-up is a form of service, not pressure—it shows interest and professionalism.

• The phone is the most efficient tool in sales, yet it’s the most underused.

• You can’t build trust without consistent, committed follow-up.

• Stop assuming silence means disinterest—prospects are often just busy.

• Confidence in your pricing comes from believing in your value.

Chapters

00:01 – Introducing Wanda Allen and the importance of follow-up

01:04 – From corporate banking to follow-up systems expert

03:35 – Writing two books and why her first was retired

06:07 – The real reason people don’t follow up: mindset and fear

07:59 – How to prioritize follow-up and overcome procrastination

11:00 – Why consistent follow-up beats your competition

14:12 – Action over anxiety: staying out of your head during follow-up

16:18 – The forgotten power of the phone in today’s sales world

Wanda Allen is an international speaker, coach and corporate trainer. She's also the author of Follow Up Savvy and Follow Up Sales Strategies. Wanda had a 25 year corporate career where she held the position of Senior Vice President for 15 years. She has a strong skill set for developing systems and applied this skill to the follow up process. She's an expert in helping entrepreneurs, business owners and sales professionals increase pipelines, improve sales performance and strengthen relationships by developing strong follow up skills.

Contact Wanda:

https://www.followupsalesstrategies.com/

https://www.linkedin.com/in/wandaallen/

https://www.facebook.com/FollowUpSalesStrategies

In episode 116, I sit down with Clara Stedman and Ben Engvall, founding partners of Palmer Advisors, a boutique M&A firm focused on marketing, media, and tech agencies in the lower to middle market. Clara and Ben break down what agency owners need to understand about selling their business, navigating deal structures, and preparing for acquisition—even if an exit isn’t on the immediate horizon.

We talk about why Palmer was founded, the major shifts in deal terms over the last few years, and why so many agency founders are choosing to stay on post-acquisition. They also share candid insights into common red flags that signal an agency isn’t ready to sell—and what to do about it. We dive into how niching (especially by industry) impacts valuation, what kinds of agencies are in high demand, and how AI and proprietary tools may influence future multiples.

Whether you’re dreaming of an exit, fielding buyer interest, or just want to understand how your agency is valued, this episode pulls back the curtain on the M&A process and what today’s buyers really want.

Key Bytes

• Palmer Advisors focuses on M&A for service-based businesses.

• The agency market is evolving with new deal structures.

• Cultural fit is crucial in agency acquisitions.

• Founders should not exit at their peak performance.

• Timing is key when going to market for an exit.

• Having a strong leadership team is essential for agency sales.

• Niche agencies are more attractive to buyers.

• Understanding EBITDA is vital for agency owners.

• Deal structures can be creative and flexible.

• The future of M&A looks promising with technology advancements.

Chapters

00:00 Introduction to Agency Bites

01:47 The Formation of Palmer Advisors

03:35 Reflections on the First Year

05:32 Understanding Agency M&A Dynamics

09:23 Identifying Readiness for Exit

13:28 The Importance of Owner Involvement

16:02 The Value of Niching in M&A

19:09 Demystifying M&A Terminology

23:19 Future Trends in M&A

25:11 The Role of IP and Technology in Valuation

28:34 Rapid Fire Questions and Closing Thoughts

Clara Stedman and Ben Engvall are the founding partners of Palmer Advisors, a boutique M&A advisory firm built specifically for founders of service-based businesses. With a focus on marketing, media, and tech agencies in the lower to middle market (typically $1–10M in EBITDA), Clara and Ben bring a modern, founder-first approach to buying, selling, and valuing businesses. They’ve quickly built a reputation for their strategic deal-making, brutally honest readiness assessments, and commitment to crafting win-win outcomes that align both financial and cultural goals. Clara leads as CEO, bringing a background in corporate retail and fitness, while Ben heads up M&A with a traditional finance foundation. Together, they’re reshaping what agency exits can—and should—look like.

Contact Palmer Advisors: 

http://palmeradvisors.com

https://www.linkedin.com/in/clara-stedman-palmer-advisors/

https://www.linkedin.com/in/ben-engvall-palmer-advisors/

In episode 115, I sit down with Jason Hennessey, internationally recognized SEO expert and CEO of Hennessey Digital. Jason shares the story of how a single talk at a legal mastermind sparked his first agency, and how he’s since scaled a powerhouse SEO firm serving top-tier law firms. We talk about niching down, the power of building a personal brand, and why delegation was key to scaling without burning out. Jason opens up about leadership, team culture, and how stepping back actually helped his agency grow faster. Plus, we dive into strategies like direct mail, personal outreach, and even outsourcing genius to level up results.

Key Bytes

• Jason Hennessy has been in SEO since 2001 and started his first agency in 2008.

• He transitioned from his first agency to Hennessy Digital in 2015, focusing on law firms.

• Innovative marketing strategies, like sending personalized books, helped him secure clients.

• Hennessy Digital primarily serves personal injury lawyers but sees potential in other legal niches.

• Building a personal brand has significantly increased response rates to his outreach.

• Delegation and outsourcing are key to scaling an agency effectively.

• Jason emphasizes the importance of investing in leadership and team development.

• He still engages with SEO on a personal level, leveraging external expertise.

• Agency culture is a priority, fostering support and recognition among team members.

• Asking for help and seeking coaching is crucial for agency owners.

Chapters

00:00 Introduction to Agency Bites and Guest Background

01:04 Jason Hennessy's Journey in SEO and Agency Growth

03:55 Transitioning from First Agency to Hennessy Digital

07:00 Innovative Marketing Strategies for Law Firms

10:06 Market Potential and Niche Focus in Legal SEO

11:58 Building a Personal Brand and Leadership Structure

16:01 Scaling the Agency and Delegating Responsibilities

20:03 Passion for SEO and Outsourcing Expertise

23:05 Expanding Services Beyond SEO

24:54 Agency Culture and Team Dynamics

27:04 Personal Insights and Advice for Agency Owners

Jason Hennessey is an entrepreneur, internationally recognized SEO expert, author, speaker, podcast host, and business coach. Since 2001, Jason has been reverse-engineering the Google algorithm as a self-taught student and practitioner of SEO and search marketing.

Jason's expertise has fueled the growth and successful sale of multiple businesses, starting with a pioneering dot-com venture in the wedding industry. Serving as the CEO of Hennessey Digital since 2015, Jason's leadership has transformed a modest consultancy into a thriving eight-figure agency, earning a place on the prestigious Inc. 5000 list for five consecutive years. He is also the author of two Amazon bestsellers titled Law Firm SEO and Honest SEO.

As a sought-after keynote speaker and a frequent guest on podcasts and webinars, Jason shares his wealth of knowledge. He contributes as a columnist to respected publications such as the Washington Post and is a regular contributor to Entrepreneur, Forbes, Inc., Newsweek, and Rolling Stone Magazine. Jason's accomplishments extend to being honored with the Gold TITAN Business Award in the Entrepreneurship, Branding, Advertising, & Marketing category, as well as being recognized as a National Law Review Go-To Thought Leader.

Jason's journey has been enriched by his experience as a United States Air Force veteran and his attainment of a Bachelor of Arts degree in Marketing from the University of Nevada, Las Vegas. Commencing his SEO career in Las Vegas and later establishing a strong presence in the legal industry in Atlanta, Jason now resides in the Los Angeles area with his wife, Bridget, and their three children.

jasonhennessey.com

hennessey.com

https://www.instagram.com/jasonhennessey/?hl=en

Ep 113 – Dr. Jeremy Weisz, Rise25 – The Gift of Podcasting

In episode 113, I sit down with Dr. Jeremy Weisz, co-founder of Rise 25 and host of the Inspired Insider podcast. Jeremy and I talk about how podcasting—when used the right way—can become one of the most effective tools for building real relationships, not just content. He breaks down the Dream 200 strategy for identifying ideal clients, why giving value always beats chasing sales, and how his agency uses both podcasting and strategic gifting to keep top-of-mind with partners and clients. We also dive into how he accidentally became an agency owner, the underrated power of thoughtful gifts, and his take on creating a high-impact referral ecosystem. And yes, we end with some rapid-fire questions—including the surprising mascot he’d pick for his agency.

Key Bytes

• Podcasting is a powerful tool for networking and professional development.

• Building relationships through podcasting can lead to business opportunities.

• The Dream 200 strategy helps identify and target ideal clients.

• Giving away valuable information attracts the right clients.

• Gifting strategies can enhance client engagement and retention.

• Podcasting can serve multiple purposes: authority building, SEO, and content creation.

• Networking through podcasts can create referral partnerships.

• Understanding your niche is crucial for effective marketing.

• Regular touchpoints with clients through gifts can strengthen relationships.

• Consider the source of business advice before acting on it.

Chapters

00:00 Introduction to Podcasting and Rise 25

02:52 The Evolution of Podcasting and Its Benefits

05:47 Building Relationships Through Podcasting

09:10 The Dream 200 Strategy for Targeting Clients

11:53 Gifting Strategies for Client Engagement

14:54 Rapid Fire Questions and Closing Thoughts

Dr. Jeremy Weisz has been featuring top entrepreneurs with video interviews since 2008 that include founders/CEOs of Pixar, P90X, Atari, Einstein Bagels, Mattel, Kettle Chips, RX Bars, Big League Chew, the Orlando Magic, and many more on www.InspiredInsider.com

He runs Rise25 which helps B2B businesses connect to their ‘Dream 200’ clients, and referral partners and get ROI, using a podcast. They eliminate 99% of the work and make sure you get ROI. Rise25 is an easy button for you to launch and run your podcast.

Podcasting has been one of the best things I've done both personally and professionally. It's been an amazing tool for connecting with referral partners, strategic partners, clients, and more.

Podcasting is like a "Swiss Army knife" because it is business development, referral marketing, strategic partnerships, lead generation, SEO, content creation, and personal and professional development, all in one.

Contact Dr. Weisz:

https://rise25.com/

Ep 114 – Courtney De Ronde,  Forge Financial – Unlocking Business Growth

In episode 114, I sit down with Courtney De Ronde, CEO of Forge Financial and Management Consulting, to talk about the powerful intersection of financial visibility and leadership growth. Courtney shares her journey from CPA to strategic business advisor, and we dig into her Simple Scale Up System—a framework designed to help agency leaders evolve from scrappy doers to scalable CEOs.

We explore the importance of accurate revenue recognition, the dangers of relying too heavily on gut instincts, and the mindset shifts needed to lead at the next level. Courtney also gets candid about AI’s impact on the accounting industry and why embracing technology is a must—not a maybe. We wrap things up with some rapid-fire questions that reveal the human side of this numbers expert.

Key Bytes

• Courtney De Ronde has over 20 years of experience as a CPA.

• Understanding financial visibility is crucial for business growth.

• AI presents both challenges and opportunities in the CPA industry.

• The Simple Scale Up System focuses on scaling leaders and organizations.

• Leaders must shift from relying on instincts to leveraging insights.

• Cash flow issues often indicate deeper business problems.

• Delegation and trust are essential for scaling a business.

• Learning from others' failures can accelerate growth.

• Financial reporting should match revenue with related expenses.

• Things don't have to be perfect to be effective.

Chapters

00:00 Introduction to Agency Bites and Guest Background

01:04 Courtney's Evolution from CPA to Business Leader

03:19 Understanding Financial Visibility and Coaching Services

04:12 Common Financial Red Flags in Service-Based Businesses

08:06 The Impact of AI on the CPA Industry

12:25 The Simple Scale Up System Framework

15:46 Shifting Mindsets: From Instincts to Insights

22:53 Challenges in Scaling Dependent Businesses

25:13 Rapid Fire Questions and Closing Thoughts

Courtney De Ronde is the CEO of Forge Financial & Management Consulting and the creator of the Simple ScaleUp System™. With over 20 years as a CPA and 15 years in business

leadership, Courtney specializes in guiding small businesses from startup to scaleup. She’s an expert in business intelligence, leadership, and corporate finance. We’re thrilled to have her share her insights on how you can achieve your most ambitious goals.

Take our free Business Intelligence Grader to gain visibility within their business

https://www.forgeahead.com/business-intelligence-grader/

https://www.linkedin.com/in/drweisz/

In episode 110 of Agency Bites, I sit down with the incredibly talented James Barnard, a logo designer and design educator based in Australia. We dive deep into his fascinating journey from the publishing world in the UK to building a thriving freelance design business powered by social media — especially TikTok! James shares how he crafted his pricing strategies, attracts qualified leads, and balances freelance life with family life. We also get into his design process, the value of design education today, and how he's expanded his income streams through courses and brand partnerships. Plus, we wrap things up with a few rapid-fire questions that give a glimpse into James's personal side. You won't want to miss this one!

Key Bytes

• James transitioned to graphic design at 25 after a career in publishing.

• Social media, especially TikTok, played a crucial role in his business growth.

• Viral content can significantly increase client leads and visibility.

• Pricing strategies are essential for attracting qualified leads.

• Balancing freelance work with personal life is a priority for James.

• A structured design process leads to higher quality work and client satisfaction.

• Diversifying income streams can alleviate pressure from client work.

• Education in design is evolving with social media as a learning tool.

• James emphasizes the importance of being hands-on in his work.

• Pitching for work is often a waste of time in the design industry. 

Chapters

00:00 Introduction to James Barnard

02:28 James's Journey into Graphic Design

05:30 The Impact of Social Media on Business

09:52 Going Viral: The TikTok Breakthrough

12:27 Pricing Strategies and Qualified Leads

14:49 Balancing Freelance Work and Personal Life

18:57 Design Process and Client Interaction

25:58 Diversifying Income Streams

30:11 The Value of Design Education

31:37 Rapid Fire Questions and Closing Thoughts

James Barnard is a logo designer and design educator specializing in creating logos and visual identities with meaning. With over 15 years of experience in the graphic design industry, he began his career in the UK’s publishing sector before transitioning into branding and education.

Passionate about sharing his expertise, James is dedicated to mentoring and inspiring the next generation of designers through his social platforms, where he provides valuable insights, tutorials, and industry knowledge.

https://barnard.co/

https://instagram.com/barnardco/

https://www.tiktok.com/@barnardco

https://www.youtube.com/@barnardco

https://www.linkedin.com/in/jamesrbarnard/

In episode 109 of Agency Bytes, I sit down with Tony Wilson, founder of Accquip and a financial powerhouse for agencies who want to stop flying blind. Tony shares his story of stepping out of corporate during the Great Resignation and stepping into his passion—helping agency owners build profitable businesses they actually love running.

We break down Days Till Zero, a simple but powerful metric Tony developed to help agency owners understand exactly how long their cash will last—and how to make smarter, proactive decisions before things get tight. Tony also dives into gross margin benchmarks, how overlooked they are, and why net profit alone doesn’t tell the full story.

Plus, we talk through:

•  Red light, yellow light, and green light cash benchmarks every owner should know

•  Project-level gross margin mistakes (and how to fix them)

•  Why time tracking is about clarity, not micromanagement

•  Smart investments vs. sitting on cash

If you’re ready to stop reacting and start running your agency with financial confidence, this one’s for you.

Key Bytes

• Tony Wilson's journey reflects the empowerment of agency owners.

• Accquip focuses on educating entrepreneurs about accounting.

• Understanding financial metrics leads to better decision-making.

• Days till zero is a crucial metric for agency health.

• Proactive financial management can prevent crises.

• Cash reserves should be monitored regularly.

• Gross margins are vital for assessing agency profitability.

• Identifying project profitability helps in resource allocation.

• Time tracking provides valuable operational insights.

• Agencies should prioritize selling over playing business.

Chapters

00:00 Introduction to Agency Bites and Tony Wilson's Journey

01:37 The Concept of Equip and Its Mission

03:46 Understanding Days Till Zero: A Key Metric for Agencies

08:54 Proactive Financial Management for Agencies

11:34 Cash Reserves: Understanding Red, Yellow, and Green Light Zones

14:39 The Importance of Gross Margins in Agency Profitability

18:21 Identifying and Addressing Overhead and Project Profitability

21:02 Tools and Systems for Effective Time Tracking and Financial Management

24:11 Rapid Fire Questions and Closing Thoughts

Tony Wilson’s entrepreneurial journey was shaped by three pivotal moments: launching a business with his brother in 2010, witnessing his roommate’s life-changing pivot from carpenter to software developer, and becoming a father—which ignited his drive to lead by example. In 2021, Tony joined “The Great Resignation” to help digital agency owners grow thriving, profitable businesses without sacrificing their well-being. Through Accquip, he is on a mission to empower agency owners to build the businesses they love without going bankrupt in the process.

Contact Tony:

www.accquip.com

https://www.linkedin.com/in/tony-wilson-cpa/

In episode 108 of Agency Bytes, I sit down with Yael Morris from Decode Insights to dive deep into the psychology behind why customers really buy — and why they don’t. Yael shares her fascinating journey from selling granola bars to becoming a go-to expert for decoding customer motivations through intimate, one-on-one conversations. We explore why traditional focus groups often miss the mark, how true empathy fuels marketing success, and why no AI tool can replace the magic of a real human conversation. If you’ve ever relied on gut feelings to shape your messaging, this one’s a must-listen. Plus, stick around for some rapid-fire questions where Yael shares personal insights, favorite tools, and advice she’d give her younger self.

Key Bytes

• Understanding buyer psychology is crucial for effective marketing.

• Customer insights can drive product development and marketing strategies.

• Empathy in marketing leads to better customer connections.

• Human conversations yield deeper insights than surveys or forms.

• AI cannot replace the emotional context of human interactions.

• One-on-one interviews provide richer data than focus groups.

• Customer-driven messaging is essential for successful marketing.

• Patience is key when introducing unconventional ideas.

• Building rapport in interviews encourages openness from customers.

• Insights from customer conversations can significantly impact business growth.

Chapters

00:00 Understanding Buyer Psychology

02:52 The Journey to Customer Insights

05:59 The Importance of Human Conversations

09:10 The Role of Empathy in Marketing

11:47 Universal Application of Customer Insights

15:05 The Impact of AI on Customer Understanding

18:03 The Value of One-on-One Interviews

21:02 Leveraging Insights for Business Growth

24:05 Focus Groups vs. One-on-One Interviews

26:52 Rapid Fire Questions and Closing Thoughts

Yael Morris from Decode Insights goes deep into buyer psychology to decode the real reasons behind why your customers buy, or don't buy from you. Through 1:1 customer interviews, she uncovers her clients customers' real-lived moments of struggle and desired outcomes that led them to purchase, giving a new human-level understanding of exactly what really matters to customers.

Contact Yael:

http://linkedin.com/in/yaelmorris

In episode 107 of Agency Bytes, I sit down with Blair Enns, founder of Win Without Pitching and author of The Win Without Pitching Manifesto and The Four Conversations. If you’ve heard Blair on other shows—or are one of the many who’ve followed his work for years—you might think you’ve heard it all. Not this time. In this conversation, we go beyond the usual talking points and uncover insights he’s never shared before.

Blair opens up about the real mindset shifts creative professionals need to make if they want to stop selling like vendors and start showing up as experts. We break down the Four Conversations model, what most agency owners still get wrong about pricing, and how to rewrite the dynamics of the sales process to work in your favor.

We also explore why repetition beats inspiration, how to protect your power in client engagements, and what Blair believes is the single biggest opportunity for agencies right now—even in a time of AI disruption and economic uncertainty. If you want to charge more, pitch less, and finally own your value—this episode brings the fire.

Key Bytes
• Blair Enns emphasizes the importance of lifestyle choices in career decisions.
• The Win Without Pitching Manifesto serves as a foundational text for creative professionals.
• Sales should be viewed as a series of conversations rather than a pitch.
• Pricing is a critical area for agencies to improve profitability.
• Repetition in learning is essential for mastery of sales techniques.
• Creative professionals often struggle with the mindset of being a salesperson.
• The Four Conversations provides a framework for navigating sales effectively.
• Surviving economic uncertainty is crucial for agency success.
• Agencies should focus on their unique expertise to stand out in the market.
• Building strong client relationships is key to successful sales.

Chapters
00:00 Introduction to Blair Enns and His Journey
02:59 The Catalyst for Change: Lifestyle Choices
06:00 The Birth of Win Without Pitching
09:06 Understanding the Win Without Pitching Manifesto
12:12 The Four Conversations: A New Model for Selling Expertise
17:54 Lessons Learned from Coaching Agencies
20:50 The Importance of Repetition in Learning
25:56 Navigating Sales Conversations Effectively
31:59 Mindset Shifts for Creative Professionals
35:05 Opportunities and Challenges Ahead for Agencies

Blair Enns is the founder of Win Without Pitching and the author of three books on selling and pricing for expert advisors and practitioners, including the brand new The Four Conversations: A New Model for Selling Expertise.

A former advertising professional and consultant, Blair launched Win Without Pitching in 2002 to help creative professionals learn to win more business at higher prices without giving their services away for free in a pitch. His selling philosophy and pricing strategies resonated beyond the advertising and design professions to the point where today Win Without Pitching serves expert advisors and practitioners around the world in over a dozen professions, including finance, marketing, consulting, engineering and healthcare.

Blair also co-hosts, along with David C. Baker, the popular podcast 2Bobs: Conversations on the Art of Creative Entrepreneurship.

Contact Blair: winwithoutpitching.com

In episode 106 of Agency Bytes, I chat with Lisa Colantuono, president of AAR Partners and a 25-year veteran in agency-client matchmaking (though she hates that word!). If you’re tired of wasting time on endless pitch decks, spec work, and one-sided RFPs, this episode is a must-listen.

Lisa shares what really matters to brands during the agency search process—and how agencies can proactively position themselves to win more work without chasing every lead. We dive into how to build trust that leads to long-term relationships, how to get your agency noticed through smart PR, and why your creative work still needs to deliver real impact. Lisa also drops actionable advice on reputation-building, client retention, and what it really takes to stand out in a crowded agency landscape.

Whether you’re running a small shop or a growing firm, Lisa’s insights are full of practical steps to help you stay relevant, get on the right shortlists, and keep your agency’s name in the room—even when you’re not.

Key Bytes

• Streamlining the agency review process is essential—both for marketers and agencies trying to avoid wasted time and energy.

• Marketer-led reviews now make up 85% of the search landscape—agencies need to understand how to stand out in this evolving dynamic.

• Trust and relationships are everything. People buy from people they trust, and lasting partnerships are built on emotional connection.

• Agencies must treat themselves like their number one client. Prioritize your own marketing, just like you would for your best-paying account.

• Referrals, recognition, and press coverage are key to visibility—smart PR can put your agency on a brand’s radar before the pitch even starts.

• Great creative still wins. No amount of charm or strategy can replace standout work that delivers results.

• Proactivity beats complacency. The biggest reason agencies lose clients? They stop showing up with ideas.

• Personalized outreach beats “spray and pray.” Insightful, relevant communication gets attention—generic blasts get ignored.

• Your network defines your success. The company you keep, the connections you nurture—they’re all part of the relationship-driven business we’re in.

Chapters

00:00 Introduction to Agency Bites and Lisa Colantuono

01:44 Reinventing the Agency Search Process

04:21 Streamlining the Review Process

08:11 Trends in the Marketing Industry

12:26 Building Trust and Relationships in Agencies

18:10 The Importance of Reputation and Press Coverage

23:28 The Power of Recognition in Agency Work

25:06 The Importance of Account Management

26:39 Complacency: The Silent Account Killer

28:07 Proactivity in Client Relationships

29:33 Building Trust Through Networking

30:56 Emotional Connections with Brands

32:55 The Value of Insightful Communication

35:05 Understanding Client Pain Points

39:19 The Comprehensive Marketing Approach

40:09 Personal Insights and Life Lessons

Lisa Colantuono is the President of AAR Partner. With nearly 25 years of experience, Lisa has helped marketers like Ancestry, Subaru, and Panera Bread connect with the right agencies to drive meaningful results. She’s a pioneer in modernizing the agency search process, the author of @AARLisa: New Biz in 140 Characters (or Less), and the host of the On Purpose podcast. Lisa is passionate about building impactful partnerships and shaping the future of the marketing industry.

Contact Lisa:http://www.aarpartners.com

https://www.linkedin.com/in/lisa-colantuono-aar/

In episode 105 of Agency Bytes, I’m joined by Ryan Rhoten, founder of The Distilled Brand, who helps entrepreneurs and agency owners develop crystal-clear messaging that actually connects. Ryan shares the structured process he’s refined to help business leaders articulate their value—not with jargon or vague promises, but with messaging that speaks to real human emotion and need.

We dig into his “four O’s” framework, why niching is essential (even if you resist it), and how standardizing your offers can streamline operations, boost profitability, and make your marketing 10x easier. If you’ve ever felt like your agency’s message isn’t landing or you’re reinventing the pitch every time you meet someone new, this episode is for you.

Key Bytes

• Ryan helps entrepreneurs align their internal expertise with external perceptions.

• Messaging should address both objectives and the emotional obstacles clients face.

• The Four O's: Objectives, Obstacles, Objections, and Outcomes are crucial for effective messaging.

• A messaging playbook provides a structured approach to communication across all platforms.

• Niching down helps entrepreneurs become known for their expertise.

• Standardizing offers can lead to increased efficiency and profitability.

• Clear messaging is essential for team alignment and customer understanding.

• Customers are primarily concerned with their own needs, not your company's history.

• Effective messaging should focus on benefits rather than features.

• Incremental improvement is key to long-term success in business.

Chapters

00:00 Introduction to Agency Bites and Guest Ryan Roten

02:26 Understanding Brand Messaging and Positioning

05:44 The Emotional Side of Messaging

09:16 The Four O's of Messaging

12:40 Creating a Messaging Playbook

15:01 The Importance of Niching Down

18:42 Standardizing Offers for Efficiency

20:22 Crafting a Clear Elevator Pitch

22:04 Identifying Red Flags in Messaging

25:05 Rapid Fire Questions and Closing Thoughts

Have you ever struggled to communicate your expertise in a way that truly resonates? Ryan Rhoten, owner of The Distilled Brand, understands the challenge and has developed the Brand Messaging System to help. As an expert in brand positioning and messaging, Ryan guides his clients through a proven process to distill complex ideas into clear, compelling messages to communicate your brilliance and connect with your audience.

Contact Ryan:

https://thedistilledbrand.com

https://linkedin.com/in/ryanrhoten

In episode 104, I sit down with Adam Nathan, the CEO and co-founder of Blaze.ai, the AI-powered marketing tool that’s making big waves—especially for small teams. Adam and I get into his wild journey of scaling Blaze to over $10 million in revenue in just 15 months with a lean team of 25. We talk about how AI is no longer just for the big guys—it’s helping small businesses, solopreneurs, and yes, even agencies, punch way above their weight.

We also explore some of the trickier topics like AI’s ethical impact, the looming question of government oversight, and even the ecological footprint of AI technology. Adam shares some powerful stories from real users—including how one guy was finally able to take a vacation after 13 years because Blaze gave him time back. Whether you’re excited or anxious about AI, this conversation is packed with useful insights—and a refreshing take on where the future of marketing might be heading.

Key Bytes

• Adam Nathan's entrepreneurial background influenced the creation of Blaze.

• Blaze serves as a virtual marketer for small businesses.

• AI helps small businesses produce high-quality content efficiently.

• Many small businesses were previously doing little to no marketing.

• AI allows small businesses to compete with larger companies.

• The impact of AI on marketing is largely positive for small businesses.

• Agencies can scale their client base using AI tools like Blaze.

• Ethical considerations around AI usage are important for agencies.

• Government oversight should focus on outputs rather than inputs.

• The ecological impact of AI may decrease as technology advances.

Chapters

00:00 Introduction to Blaze and Adam Nathan's Journey

03:00 The Need for AI in Marketing

06:02 Blaze's Rapid Growth and Team Structure

08:54 AI's Impact on Small Businesses vs. Large Corporations

11:54 The Role of AI in Marketing and Content Creation

14:48 Ethics and Disclosure in AI Usage

17:57 The Future of Work and AI's Role

20:59 Government Oversight and Ecological Impact of AI

24:05 Final Thoughts and Rapid Fire Questions

Adam Nathan is the CEO and co-founder of Blaze, the #1 marketing AI tool for teams of one.

Get Blaze CEO Adam Nathan's cheat codes to building and growing a $150M company in your inbox every week with Startup Tycoon. Powered by Adam's experience shipping product to millions, raising $46M, and hyperscaling to $7M+ in revenue in 15 months with only 25 people.

Learn more here: https://www.blaze.ai/

Subscribe here: https://startuptycoon.com

In episode 103 of Agency Bytes, I sit down with Greg Hickman, founder of Alt Agency and an expert at helping agency owners break free from the time-for-money grind. Greg shares his fascinating journey from the world of big agencies to building his own seven-figure business—while working just 25 hours a week! We dive deep into the pitfalls of the traditional agency model and explore how the Alt Agency approach helps owners productize their services, streamline operations, and reclaim their time.

Greg and I also unpack the difference between productizing and commoditizing agency work (hint: you don’t have to sacrifice creativity for efficiency!). We talk about scaling smart, building systems that don’t drain your soul, and why redefining wealth goes beyond the numbers in your bank account. Plus, Greg shares some personal stories and life lessons about being present for the moments that really matter, in business and at home.

If you’re looking to run a more sustainable and rewarding agency, this is one you won’t want to miss.

Key Bytes

• Greg Hickman transitioned from traditional agency roles to founding AllAgency.

• The Alt Agency model focuses on monetizing expertise rather than just labor.

• Productization of services can lead to greater scalability and efficiency.

• Wealth is defined not just by money, but by time and health.

• Agencies can benefit from creating multiple service tiers to cater to different client needs.

• The lines between agencies, SaaS, and coaching are increasingly blurred.

• Building a scalable business requires a shift in mindset and operations.

• Automation and systems are key to reducing workload and increasing profits.

• Greg's journey highlights the importance of adapting to market needs.

• The impact of helping 800 agencies showcases the ripple effect of effective coaching. 

• Productized services focus on specific outcomes.

• Systematization helps agencies improve efficiency and profitability.

• Lead generation is crucial for agency success.

• Productization simplifies marketing and client management.

• Agencies often lose money due to inefficient pricing models.

• Creativity can thrive within a productized framework.

• Differentiation is key to avoiding commoditization.

• Personal growth involves learning from past experiences.

• Being present in personal life enhances overall happiness.

• Enjoying the journey is as important as the destination.

Chapters

00:00 Introduction to Agency Bites and Guest Background

01:30 Greg's Journey in the Agency World

04:21 Transitioning to the Alt Agency Model

07:37 The Evolution of Services and Client Focus

10:40 Impact and Scale of the Alt Agency Model

12:59 Defining Wealth Beyond Money

13:31 Understanding the Alt Agency Model

19:54 Building a Scalable Offer Suite

21:31 Transforming Agency Services into Productized Offerings

24:33 The Importance of Systematization in Agencies

27:52 Lead Generation and Client Retention Challenges

30:19 Differentiating Productization from Commoditization

33:21 Personal Insights and Life Lessons

Greg Hickman helps agency owners and consultants escape the trap of trading time for money. After nearly two decades working with brands like Pepsi, AT&T, and the NY Jets, Greg built his own marketing automation agency and built funnels and systems for entrepreneurs like Dan Martell, Chris Ducker, John Lee Dumas, Jasmin Star, Nerd Fitness, and more. Now through AltAgency, he's helped over 800+ service providers build profitable, sustainable businesses by productizing their services and monetizing their expertise. Greg runs his 7-figure business working 3-4 days per week (most weeks), taking Fridays off for mountain biking, and wants to help others learn how to do the same. His unique approach helps owners ‘scale’ profits without scaling the complexity or sacrificing their lives.

Contact Greg: 

altagency.com

gregsvideos.com

In episode 097 of Agency Bytes, I had the pleasure of speaking with Matthew Fox, a project leader, trainer, and operations consultant who specializes in conscious leadership and helping teams work better together.

Matthew opened up about his personal journey with imposter syndrome and how it led him to dive deep into self-development. Over the years, he’s explored frameworks like The 15 Commitments of Conscious Leadership and the Drama Triangle, which have shaped how he approaches leadership and team dynamics.

One of the biggest takeaways from our conversation? Project managers often spot cultural issues before leadership does. If your projects are struggling, it’s probably not just an execution problem—it’s a reflection of your agency’s culture

We also dove into the importance of self-care for agency owners—something too many of us neglect. Matthew shared how shifting from reactive, fear-based leadership to solution-focused, conscious leadership can improve team morale, retention, and overall agency success.

This was an insightful conversation, and I know agency owners will take a lot from it. If you’re stuck in survival mode, it might be time to rethink how you lead.

In episode 096 of Agency Bytes, I had the pleasure of speaking with Jason Kramer, founder and CEO of Cultivize, about how to improve the sales process through better lead nurturing and CRM strategies. We covered topics like identifying and converting leads, picking the right CRM tools, and the mindset shifts that make CRM usage more effective. Jason shared some great insights on evaluating past marketing efforts, making sense of key metrics, and positioning agencies for success. He also introduced some exciting tools and resources from Cultivize, including a Google Sheets-based CRM system called Profit Path, which helps businesses track leads and marketing expenses more effectively.

Key Bytes

• Cultivize focuses on helping businesses identify, nurture, and convert leads.

• Proper CRM implementation requires ongoing adjustments and strategy.

• Many companies jump into technology without understanding their needs.

• Evaluating past marketing efforts is crucial for future success.

• Metrics should inform decisions, not just provide data.

• Agencies often struggle with self-marketing due to proximity to their own business.

• Positioning and niche marketing are essential for agency success.

• New tools like Profit Path can simplify lead tracking and marketing costs.

• Behavioral changes are necessary for effective CRM usage.

• Asking for help can accelerate business growth. 

Chapters

00:00 Introduction to Cultivize and Sales Optimization

05:55 Choosing the Right CRM Tools

11:58 Evaluating Past Marketing Efforts

17:54 Marketing for Agencies: The Importance of Positioning

24:04 Rapid Fire Questions and Final Thoughts

Jason Kramer is the founder and CEO of Cultivize, a consulting firm dedicated to improving lead nurturing and CRM implementation. With more than two decades of experience, Jason has collaborated with both global and local brands to help align marketing and sales efforts. His expertise lies in optimizing sales processes, evaluating underperforming marketing campaigns, and fostering better integration between marketing and sales teams.

Contact Jason: 

https://cultivize.com/learnmore/

Afterthelead.com - Code “AgencyBytes” to save $50

https://cultivize.com/profit-path-sales-tool/

In episode 095 of Agency Bytes, I’m joined by Chip Griffin, founder of the Small Agency Growth Alliance (SAGA). With over 30 years of experience as an agency owner and entrepreneur, Chip shares how small PR, marketing, and creative agency owners can build businesses they truly love.

We dig into some of agency owners' pitfalls, including why chasing “copycat goals” and outdated benchmarks often leads to burnout, and why focusing on profit and personal satisfaction is key. Chip also breaks down his “floor-to-ceiling” pricing model, the importance of time tracking, and how finding focus (a.k.a. niching) can make your agency more efficient and profitable. Plus, we discuss how owners can step back from the grind and take control of their day-to-day.

If you’re ready to rethink your approach to running your agency, this episode is packed with actionable tips to help you grow sustainably and love what you do. Tune in now!

Key Bytes

• Commit to building a business you want to own.

• Define personal goals to shape your agency.

• Focus on profit, not just revenue or headcount.

• Time tracking is essential for understanding costs.

• Pricing should be based on project budgets and value.

• Finding focus helps improve efficiency and results.

• Agency owners often work too many hours on the wrong tasks.

• Control your day to enhance satisfaction.

• Selling an agency is often not a life-changing event.

• Life is too short to be miserable in your work.

Chapters

00:00 Introduction to Agency Growth

06:36 The Importance of Time Tracking

12:51 Pricing Strategies for Agencies

19:23 Common Pain Points for Agency Owners

25:19 Rapid Fire Questions and Final Thoughts

As the founder of the Small Agency Growth Alliance (SAGA), Chip Griffin helps small PR and marketing agency owners build businesses that they want to own. He works with them to grow profits, eliminate overwork, and improve their overall satisfaction.

As an experienced entrepreneur and agency owner himself, Chip shares the wisdom of his successes and the lessons from his failures. He understands the challenges and opportunities that face agency owners because he sat in the same chair and faced similar decisions.

Chip joined his first agency 30 years ago as a Junior Account Executive and has had an appreciation for the highs and lows these firms experience ever since.

Contact Chip:

www.smallagencygrowth.com

linkedin.com/in/chipgriffin

In episode 094 of Agency Bytes, I had the pleasure of sitting down with Chris Dubois, a seasoned marketing expert and non-founder CEO. Chris shares his fascinating journey from being an infantry officer to leading a successful agency that not only got recognized as an Inc 5000 honoree but also earned the prestigious Two Comma Club award. During our conversation, Chris dives deep into the Dynamic Agency OS, his framework for helping agencies achieve alignment and growth. Key areas of focus from the podcast include:

• Transformational Leadership: How Chris advanced from head of operations to CEO and his insights on effective leadership.

• Strategic Specialization: The importance of niching based on problem-solving and creating differentiated offers.

• Team Optimization: Evaluating and leveraging team strengths to maintain high standards and improve agency culture.

• Quarterly Planning: The benefits of conducting quarterly strategy sessions to stay aligned with client goals and maintain focus.

• Practical Tools: Chris's take on invaluable tools like the AI-powered calendar tool, Motion, and its impact on productivity.

Tune in to explore valuable strategies and actionable insights that can help marketing agency owners thrive and grow their businesses.

Key Bytes

• Chris DuBois transitioned from military service to agency leadership.

• The Dynamic Agency OS framework focuses on operators, offers, and operations.

• Agencies often struggle with client requests outside their expertise.

• Leadership in agencies is about maintaining a strong culture and standard.

• Hiring the right people is crucial for delivering quality work.

• Understanding client needs requires digging deeper into their problems.

• Quarterly strategies help keep clients focused and accountable.

• Soft skills can be broken down into quantifiable hard skills for training.

• Delegation is key for agency owners to focus on growth.

• Networking with other experts can provide valuable insights and solutions.

Chapters

00:00 Introduction to Agency Bites and Chris DuBois

06:32 The Dynamic Agency OS: A Framework for Success

12:51 Navigating Client Requests and Agency Expertise

23:39 Personal Insights and Recommendations from Chris DuBois

Chris DuBois helps marketing agencies build a solid go-to-market foundation while avoiding common roadblocks by aligning business design with personal goals through the Dynamic Agency OS. A former head of operations and non-founder CEO at an agency, he is an INC 5000 honoree and 2 Comma Club awardee.

Contact Chris:

DynamicAgencyOS.com

linkedin.com/in/christopherrdubois

In episode 091 of Agency Bytes, I had the pleasure of chatting with Brad Harris from Anchor Advisors about one of the biggest challenges agency owners face — scaling their businesses. Together, we dig through some of the must-have habits that a CEO needs to find their version of success.

We dove into the mindset shifts that are crucial for growth, the tricky transition from being a consultant to stepping into a true coaching role, and why trust is absolutely essential when it comes to delegation.

Brad shared some incredible insights on how agency owners can break through that million-dollar revenue barrier, find real satisfaction in leadership, and avoid the endless cycle of overwork that so many of us fall into.

We also talked about building a healthy work culture and how shifting your perspective can make all the difference in solving problems.

And of course, we wrapped things up with some rapid-fire questions to get a few personal insights from Brad — always a fun way to end the conversation!

It’s a great episode packed with value, and I can’t wait for you to listen.

Key Bytes

• Success is driven less by what you do than who you decide to be.

• The biggest hurdle to growth is often internal.

• Transitioning from doing to orchestrating is crucial for agency growth.

• Micromanaging can lead to decreased performance in teams.

• Finding satisfaction in seeing others succeed is key.

• Overworking does not equate to better results.

• Taking breaks can simplify overwhelming problems.

• A healthy work culture is essential for team morale.

• Trusting your team is vital for effective delegation.

• It's important to recognize that not everything is as critical as it seems.

Chapters

00:00 Introduction to Agency Growth Challenges

03:02 Mindset Shift: From Consulting to Coaching

05:50 Overcoming the Million-Dollar Barrier

08:58 The Importance of Trust in Delegation

12:07 Finding Satisfaction Beyond the Craft

15:07 Breaking the Cycle of Overwork

18:01 The Power of Perspective in Problem Solving

20:58 Creating a Healthy Work Culture

23:51 Rapid Fire Questions and Closing Thoughts

Brad Harris from Anchor Advisors is known for helping agency and expert firm owners grow through the $1M—2M barrier to become thriving $3M —$5M agencies.

For over twenty years, Brad has worked alongside agency owners to help them sharpen their focus, raise their prices, and hire better people so that their firms can scale.

In his work with hundreds of agency owners, he’s learned that success is driven less by what you do than who you decide to be, and the biggest hurdle to your agency’s growth is between your ears.

Contact Brad:

https://anchoradvisors.com/self-leadership-assessment/

http://www.anchoradvisors.com/growth-phase

In this episode of Agency Bites, I'm thrilled to chat with John Tsourakis, the owner and president of Oyova, a dynamic national marketing and web development agency. Jon has an inspiring story about his journey into the agency world, and I can't wait for you to hear how Oyova has evolved over the years and the lessons Jon has learned along the way.

We dive into the challenges that agencies face in today’s ever-changing market and discuss the critical role of niche marketing and how personalized service can help retain clients. Jon shares his valuable insights on adapting to market conditions and his exciting plans for future growth, including potential acquisitions.

To wrap things up, we have some fun with rapid-fire questions that reveal personal insights and practical business advice. Join us for what promises to be an engaging and informative conversation!

Key Bytes

• Jon's journey into the agency space began after leaving a family business.

• The merger of Oyova in 2019 led to rapid growth initially.

• The agency faced challenges due to economic downturns and client pullbacks.

• Niche marketing is crucial for agency success in a competitive landscape.

• Client retention is achieved through personalized, white glove service.

• The agency offers a digital marketing suite and web development services.

• Future growth strategies include focusing on specialization and potential acquisitions.

• Maintaining a healthy billing rate is essential for agency profitability.

• The agency space is evolving, and adaptation is key to survival.

• It's important to push oneself beyond perceived limits to achieve success.

Chapters

00:00 Introduction to Agency Bites and Guest Background

02:30 The Evolution of Oyova and Market Challenges

06:53 Niche Marketing: The Key to Agency Success

11:14 Client Retention and White Glove Service

14:55 Service Offerings: Digital Marketing and Web Development

21:02 Future Outlook: Adaptation and Growth Strategies

27:38Rapid Fire Questions and Closing Thoughts