Agency Journey

Is your agency prepared for the cookieless future that threatens to “tank” advertising performance?Paris Childress, CEO of SaaS-focused performance marketing agency Hop Online, was our recent guest on Agency Journey.He shared insights on crafting first-party data strategies that can help agencies avoid disrupted campaigns when third party cookies expire.Paris also discussed expanding service offerings with data science capabilities; making use of new privacy-focused technologies like his AI platform pLTV; specific and actionable personal branding tips; and optimizing operations with tools like ClickUp.Tune in if you want to ensure your agency has a plan to preserve ROI as the digital advertising landscape evolves.Episode Insights:💡 Why third party cookie loss will cause ad performance to “tank”💡 The pressing need for agencies to focus on first-party data strategies💡 Why agencies should start expanding into data science capabilities💡 How Paris’ pLTV platform leverages AI to predict customer lifetime value💡 Successfully Hop Online’s entire CRM over to ClickUp💡 The importance of personal branding for agency leadership💡 Hiring data scientists as a key recommendation for agenciesResources Mentioned:📚 Paris’s agency: https://hop.online/📚 pLTV – Paris’ Predictive Lifetime Value platform: https://www.pltv.ai/📚 ClickUp as a CRM! Watch our full bonus video with Paris about this here: https://www.youtube.com/watch?v=YdgpnC63az0If your agency is unprepared for the major privacy shifts underway, don't miss exploring Paris’ actionable insights around optimizing for the cookieless future.

Want to take your agency to the next level? Learn how Matthew leveraged EOS, strategic partnerships, and custom ecommerce solutions to optimize operations and expand offerings over 9 years in business. His proven strategies can help your agency demonstrate ROI and pave the path to sustainable growth.Matthew McIver shares his journey evolving Commence Studio from a service-based creative agency into a productized business selling themes on Shopify.Learn how EOS and Traction shaped their growth, why they partner with larger firms, and how custom ecommerce sites demonstrate clearer ROI for clients.Matthew also explains how virtual tools like Float enable better financial visibility and why you should standardize systems instead of reinventing the wheel.Tune in for a transparent peek behind the scenes at an agency optimizing their operations and expanding their offerings over 9 years in business.Episode Insights:💡 Implementing EOS framework for meeting cadences, planning, and clearer roles💡 Transitioning from service-based revenue to product-based revenue with a Shopify theme💡 Leveraging expertise into products/services others can use💡 Partnering with larger agencies to provide specialized services💡 Using custom Shopify themes over off-the-shelf themes to showcase branded experiences💡 Proving ROI for clients easier with ecommerce sites vs. B2B sites💡 Embracing a "collaboration over competition" mindset with agency partners💡 Learning from other successful service firms to constantly improve your own customer experienceResources Mentioned:📚 Matthew’s agency: https://commence.studio/📚 EOS (Entrepreneurs' Operating System)📚 Traction by Gino Wickman📚 The Power of Habit by Charles Duhigg📚 Float app for cash flow forecasting📚 Entrepreneurs' Organization (EO)📚 Shopify PartnersIf you're a creative agency looking to expand your offerings or prove ROI for clients, don't miss this episode.👉 Don’t forget to follow and rate us on your preferred podcast platforms. We’re also on YouTube: @ZenPilot

Running a professional services agency? You need compelling case studies to close sales. But most video case studies end up dry, boring, and forgettable.So how do you create video case studies that captivate prospects and accelerate deals?In this episode of Agency Journey, host Gray MacKenzie interviews Ian Garlic, founder of Video Case Story. Ian shares his proven process for producing video case studies that get results. He also talks about writing a book, starting a partnership program, and much more.Episode Insights:💡 Why emotional storytelling through video builds trust and shortens sales cycles💡 How to carve out time each week for collecting customer stories💡 Letting customer stories guide your overall strategy and offerings💡 Why leadership should always find time to review customer stories💡 Crafting a compelling video script focused on the client’s journey💡 Following a clear story framework from problem to solution💡 Repurposing case study content across multiple channels💡 Adopting a YouTube strategy focused on becoming an educational resource vs. chasing views💡 Writing a book to establish yourself as a thought leader💡 Building a tight-knit partner program community💡 The importance of process documentation and constant improvementResources Mentioned:📚 Ian's book "Video Testimonials That Land the Big Fish"📚 Immersion by Dr. Paul J. Zak📚 Snow Leopard by Category PiratesIan offers fantastic tips and frameworks any agency can apply to create video case studies that truly showcase value and drive sales.Whether you're looking to refine your case study process or get started from scratch, this episode will get your video case studies converting.👉 Don’t forget to follow and rate us on your preferred podcast platforms. We’re also on YouTube: @ZenPilot

Running a marketing agency is hard. Running one remotely across several time zones? Even harder.So how do you keep a distributed team aligned, motivated, and growing together?In this episode of Agency Journey, host Gray MacKenzie interviews Janet Mesh, CEO and co-founder of Aimtal, a fully remote marketing agency. We dig into the keys that accelerated Aimtal’s growth over the past 5 years.Janet shares how Aimtal has doubled its team and revenue each year through an intentional focus on talent, culture, and streamlined operations.Episode Insights: Implementing clear processes and documentation enabled Aimtal to effectively manage a distributed team across 7 time zones Hosting immersive annual retreats reconnects their remote team and aligns everyone on vision and goals How Aimtal structures retreats to maximize bonding and alignment Focusing on talent, values, and culture fit over geography gives Aimtal access to the best talent globally The importance of intention in building a thriving remote agency and team Relying on tools like Rippling to streamline operations and free up bandwidth as they scale Leading with transparency and vulnerability as keys to remote team success Resources Mentioned: Rippling - For HR/IT management Guru - Knowledge base software TravelPerk - Travel management platform Anthropic - AI assistant tool Whether you're building a remote agency or colocated team, Janet offers fantastic insights into leading with intention, investing in processes and culture, and scaling successfully.👉 Don’t forget to follow and rate us on your preferred podcast platforms. We’re also on YouTube: @ZenPilot

Ask any agency owner and they’ll tell you—growth doesn’t happen by accident. It takes strategy, systems, and support.So how do you choose the right blueprint to guide your agency’s growth? What if that blueprint could help you smash through plateaus and scale your team 10x?In this episode of Agency Journey, host Gray MacKenzie interviews Tyler Dolph, CEO of Rocket Clicks. We'll dig deep into how EOS (The Entrepreneurial Operating System) helped transform Rocket Clicks into the Agency that it is today.Episode Insights: How implementing EOS helped the agency establish clear roles, vision, and processes to enable growth Why focusing obsessively on client retention, not just sales, fueled sustainable growth The importance of Investing intentionally in culture like immersive onboarding and events strengthened their distributed team Strategies to analyzing top clients revealed their ideal target market to focus growth efforts AI offers opportunities to double down on human-centered strategies and relationships vs trying to compete Resources and People Mentioned: Rocket Clicks Website EOS Website EOS Tools Traction by Gino Wickman John LaFontsee's LinkedIn John Morriss LinkedIn Ramsay Innovations Website (Now known as EngineBI) Avoma

Struggling to get your team aligned on goals and metrics? Wish your company culture was more productive and humane? Mark Abbott, founder and CEO of Ninety, shares how and the importance to implement tools to empower employees and build a resilient organization. In this episode, Mark discusses the specifics of designing effective scorecards, setting targets vs goals, and getting team member buy-in and so much more.Episode Insights: Why companies are complex adaptive systems. The best ones are explicit, coherent and resonant with all stakeholders. What mastery means being able to teach it to others - true understanding goes deeper than just reading a book. How to have Leadership through agreements is better than old school "command and control." Scorecards set targets to avoid micromanaging. Why having 3-5 KPIs per person (quality, quantity, process, show up) provides guardrails and autonomy. The importance on having a quality, quantity, process and show up element that can be measured in any role. Why focus on issues, not chasing goals. Green across the board but missing the target shouldn't require intervention. How implementing scorecards quickly gets alignment. Trust people to know the right KPIs for their role. Why great companies are extraordinarily productive, humane and resilient. Resources mentioned in this episode: Ninety.io EOS EOS Tools Traction The Great CEO Within The E-Myth Built to Sell

In this episode, Kuba shares his vision for ZenPilot Marketing. He details his strategy to transition ZenPilot's perception from merely a ClickUp implementation partner to a team of agency operations experts. Kuba emphasizes the importance of promoting the ZenPilot team and using platforms like YouTube and LinkedIn to highlight their expertise and unique personalities, fostering a more connected audience.Kuba also offers valuable insights into "low-hanging marketing fruit" for agencies. He discusses the importance of investing in team development and leveraging their individual personalities to build a loyal audience. He highlights the value of using AI tools like ChatGPT for content repurposing, and encourages agencies to focus on creating high-quality content around crucial keywords.In this episode, you'll learn: Vision for ZenPilot Marketing Low-Hanging Marketing Fruit for Agencies The importance focus on creating one or a few pieces of high-quality content around important keywords. Why you need to invest in developing your team’s personalities and give them a platform to share their expertise. How your mindset as a leader trickles down to your team and agency. Kuba’s Best Tip for Agency Operators: Work on Your Mindset Presenting Sponsor: ZenPilotIf you're an agency owner or leader looking to level up your operations and maximize your team's potential, then we have the perfect solution for you.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Jakub Grajcar LinkedIn ZenPilot's Website Gray MacKenzie's LinkedIn

Do you struggle to create work that truly resonates with your audience? The ability to craft stories and messages that forge meaningful connections is what separates good creators from great ones. In today’s episode, host Gray MacKenzie sits down with storytelling expert Jay Acunzo.Jay Acunzo, The founder of the Creator Kitchen, a membership program helping you push yourself creatively. He's also an author, speaker, and host of the award-winning podcast Unthinkable, where creative people take us inside the unconventional choices they made to break from best practices.In this episode, you'll learn: How to resonate with your audience by crafting memorable stories Learn about posture and practice and what it means as an creative. The four ways to communicate with your audience. What stories should be focused on. How to practice crafting stories and work on developing your own narrative style. What does the Creator Kitchen community look like Jay's recommended people to follow The Unthinkable Podcast Process Presenting Sponsor: ZenPilotIf you're an agency owner or leader looking to level up your operations and maximize your team's potential, then we have the perfect solution for you.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Unthinkable Podcast Creator Kitchen's Website Jay Acunzo's Website Jay Acunzo's LinkedIn Total ANNARCHY Newsletter Playing Favorites Newsletter Gray MacKenzie's LinkedIn

In this episode, Erika Zeigyte, CEO of a consulting & recruitment agency called Prosana. joins Gray Mackenzie to discuss the intricacies of hiring an A+ talent for your agency.Erika also shares her insights into what makes for great agency candidates, how to build an effective hiring process, the benefits of using a recruiting agency, interview techniques, and recommended tools for recruiting.In this episode, you'll learn: What makes someone a good fit for an agency? How to vet candidates for agency roles How to balance candidate experience with thoroughly vetting candidates The common positions recruited in an agency Hiring challenges with junior candidates The elements of a first-class hiring process Prosana's hiring process How to source and qualify candidates effectively Ways to do an effective outreach to candidate prospects Recruitment agency tech stack When to consider using an outside recruiting agency (pros and cons) Effective interview questions to ask a talent during interview Presenting Sponsor: ZenPilotIf you're an agency owner or leader looking to level up your operations and maximize your team's potential, then we have the perfect solution for you.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Erika Zeigyte's Linkedin Prosana's Website ClickUp Asana Jeb Blount Gray MacKenzie's Linkedin

Misti Ferris holds the “Integrator” seat at digital marketing agency Roger West Creative & Code, which means she ensures that everyone is dancing to the same beat called EOS (even the creatives). In addition to the Integrator role, Misti serves as Vice President of Operations, where her “3 M” mantra: marketer, minimalist and mom (of 4 daughters) is the driving force behind all things requiring structure, process and a firm yet loving nudge.In this episode, you'll learn: How EOS provides structure and discipline that still allows for creativity in agencies and marketing firms. Why providing transparency into the company's vision and goals builds trust and helps employees understand the purpose behind operational changes. How bi-directional feedback between managers and employees improves communication and relationships but takes time to implement fully. What tools are available for managing EOS, so companies should evaluate options based on their needs and preferences. Best practices on continuously documenting processes and procedures prepares agencies for growth opportunities like new clients, ventures, and services. Presenting Sponsor: ZenPilotIf you're an agency owner or leader looking to level up your operations and maximize your team's potential, then we have the perfect solution for you.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Misti Ferris Linkedin Gray MacKenzie Linkedin Roger West Website EOS Website EOS Tools

William Ferreira is the founder of Social Buff, a full-service digital agency that builds and scales direct-to-consumer (DTC) e-commerce brands. Since its launch in 2019, the business has taken countless companies to multi-million pounds in revenue.In this episode, William and Gray discussed the tools and strategies Social Buff uses to operate efficiently while providing high-impact results, including a focus on metrics, process, and hiring the right talent.In this episode, you'll learn: Overview of Social Buff and their growth over the past few years The key marketing channels Social Buff focuses on The sales process and how Social Buff finds and onboards new clients Tips for effective cold email outreach and positioning your agency How Social Buff competes against larger agencies and freelancers Identifying the point where e-commerce brands make the transition to hiring an agency like Social Buff The tools that power Social Buff’s operations The most important tips William would offer to other agency owners How Social Buff tracks metrics and KPIs to evaluate the health and performance of their business Presenting Sponsor: ZenPilotIf you're an agency owner or leader looking to level up your operations and maximize your team's potential, then we have the perfect solution for you.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: SocialBuff's Website William Ferreira's LinkedIn Gray MacKenzie's LinkedIn ClickUp's Website

In this power-packed episode, we are joined by JJ Rusell, Partner and Director at Best Damn Agency Mastermind. Together with Gray, they delve into the importance of having a clear vision for mastermind groups, the value of strong connections within the community, and overcoming self-limiting beliefs. They also discuss strategies for building a successful agency and fostering an entrepreneurial mindset in children. Tune in for an insightful conversation that's sure to leave you inspired and motivated to take your agency and personal growth to the next level.In this episode, you'll learn: The importance of having a clear vision and purpose for mastermind groups How to build a strong community with meaningful connections Strategies to overcome self-limiting beliefs in agency owners and leaders Key elements for building a successful agency, including niching and operational efficiency The benefits of a mixed staffing model with contractors and full-time employees Ways to instill an entrepreneurial mindset in children from an early age The significance of scheduling consistent one-on-one time with children for their development and nurturing relationships Presenting Sponsor: ZenPilotIf you're an agency owner or leader looking to level up your operations and maximize your team's potential, then we have the perfect solution for you.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: JJ Russell's LinkedIn Best Damn Agency Mastermind Website Best Damn Agency Podcast Website Apex Revenue's Website Gray MacKenzie's LinkedIn

In this episode, Karl Sakas, Author, Speaker, Agency Consultant and Founder of Sakas & Company, joins Gray MacKenzie to discuss strategies & key metrics that agency owners should start tracking, and how it contributes to achieve sustainable growth and increased profits. Karl Sakas helps people at agencies make smarter decisions for smoother growth. Drawing on his background in agency operations, Karl has personally advised hundreds of agencies on every inhabited continent. He is the author of Made to Lead, The In-Demand Marketing Agency, and more than 400 articles on agency management. When he’s not helping clients, Karl volunteers as a bartender on an antique train.In this episode, you'll learn: How to focus on aligning incentives between your agency and clients to build a true partnership.  Why transparency and communication are key to maintaining client relationships.  Why frameworks like the Entrepreneurial Operating System to your agency's unique culture and goals and what not to do. How content creation helps establish your agency as a thought leader. How to empower your team through the right tools and processes to help them work efficiently and collaboratively. Why Referrals and word-of-mouth are important to your agency's success. How to consistently reassess how you can build a more profitable and client-centric agency through your hiring, growth plan, and using the right tools. The important key metrics to track your agency's growth. Presenting Sponsor: ZenPilotCheck out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Karl Sakas LinkedIn Agency Articles - Sakas & Company Blog Work Less, Earn More Book Made to Lead Book The In-Demand Marketing Agency Book Sakas & Company Website Gray MacKenzie LinkedIn EOS

In this episode, Andrew Stern, Partner, and COO at Pilothouse, a full-service digital marketing agency that helps DTC brands scale through performance marketing. Andrew shares insights into Pilothouse's unique partnership model with clients, how they've scaled to over 170 employees in just a few years, and the key sales and marketing strategies that have fueled their growth.In this episode, you'll learn: How to Focus on true alignment of incentives between the agency, clients, and internal team. How Pilothouse Brings clients into the process as true partners with transparent and ongoing communication.  Why implementing frameworks like EOS to improve processes but adapt them to suit your unique culture and goals. How to build authority and generate new opportunities through content like newsletters, podcasts, and thought leadership.  How to empower your teams, streamline work with the right tools, and continually look for new tools that can help improve productivity and collaboration. Key lessons and insights for building a high-growth agency. Why referrals and word-of-mouth were key for early growth.  Presenting Sponsor: ZenPilotCheck out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Andrew Stern's LinkedIn Pilothouse Website DTC Podcast DTC Newsletter Gray MacKenzie's LinkedIn

Mike Rose, Founder and CEO of Return On Energy, is a highly successful entrepreneur who has built multiple profitable agencies that can run without him. With a track record of accolades, including being named INC Best Places in America and a 3X Inc 5000 Fastest Growing Private Company, Mike shares his insights and strategies for creating a sustainable agency that can thrive even when the founder steps back. As a HubSpot Diamond-Certified Partner and DFW American Marketing Association (AMA) Marketer of the Year, Mike's experience and expertise make for a valuable conversation on building a successful and scalable business.In this episode, you'll learn: Three factors mike considered before selling Mojo Media Labs to Gravity Global 2:15 The acquisition timeline and exit process 3:44 An overview of Mojo Media Labs and Gravity Global 7:05 How Mike empowered the Mojo Makers to make better business decisions 9:30 The importance of training your team on how business works 12:20 Mike's strategies to help create an agency that works like a well-oiled machine and fire yourself 15:40 The psychology behind exiting as an owner 20:55 How does micro mentorship works 30:15 What's next for Mike Rose? 32:00 ROE Breakthrough Workshop 34:30 Presenting Sponsor: ZenPilotCheck out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Mike Rose's LinkedIn Return On Energy's Website ROE Breakthrough Workshop ROE powers ROI Book Gray MacKenzie's LinkedIn

Individuals with soulful character approach leadership with tremendous fervor. They possess a deep understanding of their organization's structure and prioritize bottom-up motivation over top-down. They recognize the importance of all team members. These leaders also value open communication with all employees, recognizing that each person plays a crucial role in the organization and is equally valuable.In this episode, Kenny Lange, CEO of Kenny Lange Coaching, Kenny helps agency owners and their leadership teams find clarity and engineer their culture using proven frameworks. Kenny joins Gray MacKenzie to discuss the impact of being a purpose-driven, people-centric leader and how System & Soul differs from The EOS framework.In this episode, you'll learn: Why it is important to have the right framework for your agency What is S2 in The System & Soul Framework The differences and similarities between System & Soul and The EOS framework What System & Soul's S2 focuses on The importance of having consistent 1-on-1's with your employees How purpose-driven leadership impacts your agency's growth in productivity and effectivity Presenting Sponsor: ZenPilotCheck out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Kenny Lange Coaching Website System & Soul Website S2 Diagnostic - How Healthy Is Your Organization? EOS Website Kenny Lange's LinkedIn Gray MacKenzie's LinkedIn

In this episode, Charles "Charlie" Gaudet II, CEO of Predictable Profits. He is also the author of “The Predictable Profits Playbook" and host of The Beyond 7-Figures Podcast, joins Gray MacKenzie to explore the strategies and best practices for building successful and profitable agency partnerships.In this episode, you'll learn: Why it is important to understand the benefits of agency partnerships How to identify the right partners for your agency How to establish clear expectations and goals The best methods to maintain open communication and fostering trust Ways to measure the success of your agency partnerships and continuously improving the process. Presenting Sponsor: ZenPilotCheck out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Predictable Profits Website The Predictable Profits Playbook Beyond 7-figures Podcast Charles Gaudet's LinkedIn Gray MacKenzie's LinkedIn

In this episode, Anne Shenton, CEO of Ascend Strategy & Design, a HubSpot Diamond and Advanced CMS Implementation certified solutions partner, joins Gray MacKenzie to dig deeper into the impact of implementing EOS. Whether it's self-implementation or with a professional implementer, you will learn how an agency quantifies the impact of implementing EOS.Topics discussed in the episode: How Ascend balances using ninety.io and ClickUp and their approach on how to leverage using both tools Ascend's quick background story and how they first discovered EOS Anne's career journey, her passion for websites, and how she navigated her career growth How Ascend Pivoted from being just a department to being its own agency The Impact of EOS on culture development and the downside of self-implementation How Ascend's screening process involves its core values. One of the unusual metrics that Ascend has is "Employee NPS." Anne's own tech stack and tool recommendation Presenting Sponsor: ZenPilotCheck out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Ninety.io's website Ascend Strategy & Design Website Slickplan's Website ClickUp's Website HeyTaco's Website Anne Shenton's LinkedIn Gray MacKenzie's LinkedIn EOS Tools

Kevin Barber is the Head of Growth at Lean Labs, focused on helping innovative companies make their marketing profitable so they can scale. Father of 3, lives in Tampa, FL, and loves bikes, boats, and building brands.Chris DuBois is the CEO at Lean Labs, helping build growth teams and websites for brands that deserve to win. Father of 2, and husband of 1. Lives in Portland, Maine, and enjoys exploring the outdoors, and reading a good book.In this episode, Chris DuBois, CEO at Lean Labs, and Kevin Barber, Head of Growth at Lean Labs, joins Gray to discuss the challenges and opportunities and the nitty gritty of transitioning from one role to another and the importance of having the right role for each team member. Topics discussed in the episode: How agencies are adjusting to the shifts brought about by the pandemic. The criticality of having the appropriate chief executive officer for Lean Labs. Chris's journey to becoming the CEO of Lean Labs. The effect of the transition to Kevin's leadership. The responsibilities that were delegated during the transition. Kevin's perspective on the distinctions between being an agency owner/business owner and a CEO. Chris's personal path before joining the Lean Labs team. Who Lean Labs is intended for. The purpose and function of Sprocket Rocket. Lean Labs' future partnerships with Impact. Lean Labs' priorities for the year 2023. The most vital skills that Chris was able to swiftly acquire. The growth priorities for 2023. Strategies for keeping the team aligned in the face of change and innovation. Presenting Sponsor: ZenPilotCheck out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Sprocket Rocket Website Lean Labs Website The Growth Playbook Growth Grader Kevin Barber's LinkedIn Chris DuBois LinkedIn Gray MacKenzie's LinkedIn EOS Tools

John Heritage is the President at Evenbound, A Diamond-level HubSpot Solutions Partner, in 2012. Evenbound specializes in growth marketing and technical consulting. John discusses the benefits of professional EOS implementation and the importance of aligning your organization's goals and processes. Topics discussed in the episode: Evenbound's journey Evenbound's team and expectations How covid changed the way agencies work John's story on discovering EOS Their journey to self-implementation and some realizations along the way The pros of hiring a professional implementer The challenges with implementing EOS The benefits of having EOS implemented at Evenbound The process of finding your EOS implementor John's process for determining who to choose as their implementor at their agency Evenbound's plans for the future John's advice to leaders wanting to implement EOS. Presenting Sponsor: ZenPilotCheck out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: John Heritage's LinkedIn Evenbound's Website Gray MacKenzie's LinkedIn The Entrepreneurial Operating System Website EOS Tools

In this episode of Agency Journey, Paul joins Gray to discuss what EOS is and how it significantly contributed to Fuelius' growth.Paul Earnden is the Managing Director at Fuelius, an agency that works with scaling companies to provide end-to-end customer journey solutions. Fuelius offers a full suite of services, including CRM enablement, inbound marketing, and web development, designed to help scaling companies grow. Topics discussed in the episode: How Fuelius started and why it is a sub-brand of Prodo. Fuelius' journey as a sub-brand and the challenges they faced as an agency. Paul's role at Fuelius as a Managing Director and Integrator. The difference between a visionary and an integrator and the importance of each role. The story of how Paul was first introduced to the EOS at the HubSpot Inbound Conference. A brief explanation of what is EOS? Their experience with the EOS survey and the start of their journey implementing EOS for their agency. Fuelius' implementation timeline, mistakes from implementing EOS, and the importance of involving the right people in the process. What is an accountability chart, and how does it differ from an organizational setting? How does the ROCKS setting look like for Fuelius, and what are ROCKS? How Fuelius creates a scorecard and sets KPIs The project management tool that Fuelius uses when they pivoted away from spreadsheets. Fuelius' Tech Stack - what tools are they using that are unknown? Launching Fuel Your Funnel Podcast and what's it about Plans for Fuel Your Funnel Podcast Presenting Sponsor: ZenPilotCheck out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial and error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: John Aikin's LinkedIn Web Canopy Studio's Website Paul Earnden's LinkedIn Fuelius' Website Prodo's Website Riverside's Website Harvest Website Subtrack Website Ninety.io Atlassian Jira Fuel Your Funnel Podcast Free 47-page Guide to Implementing ClickUp:This guide is packed with step-by-step instructions (and checklists) to help you implement ClickUp for your agency.We've put together a 47-page guide to walk you through the 5-step ClickUp implementation process that we've taken thousands of agencies through.

On this episode of Agency Journey, Shama Hyder, CEO of Zen Media, joins Gray to discuss what dark social is, the impact of dark social on your agency's buyer journey, and why it is important to pay attention to it.Topics discussed in the episode: The story behind Zen Media's and ZenPilot's name Zen Media's journey What is dark social? How dark social works and  How dark social impacts your buyers' journey What the b2b buying journey looks like Presenting Sponsor: ZenPilotBe sure to check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that’s why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Zen Media Website Shama Hyder Website Shama Hyder's LinkedIn The Zen of Social Media Marketing Free 47-page Guide to Implementing ClickUp:This guide is packed with step-by-step instructions (and checklists) to help you implement ClickUp for your agency.We've put together a 47-page guide to walk you through the 5-step ClickUp implementation process that we've taken thousands of agencies through.

After every project, we collect feedback, brainstorm ideas, and discuss how we can improve our services. Back at the beginning of 2021, we transformed our client journey and added in a discovery project called "The Blueprint".Why did we do this?The Blueprint is the discovery project that allows us to fully understand the agency's pains, frustrations, challenges, and goals for the project. We've received a lot of amazing feedback, and many agencies have even reverse-engineered our process and implemented it at their agency. On this episode of Agency Journey, Gray joins Andrew Dymski, CoFounder at ZenPilot, to discuss our Blueprint process and what agencies have learned from it and implemented it in their organization.Topics discussed in the episode: ZenPilots Client Journey - Blueprint, Implementation, Optimize The ZenPilot's promise - "Move from chaos to clarity" 3 core systems every agency needs - technical, procedural and behavioral The purpose of the Blueprint and why agencies need to implement a discovery project Using Savvy Call to enable clients to book calls on their own Creating Checkout pages for easy payment and onboarding Standardize intake information with forms Creating a welcome page with instructions Standardizing a kickoff deck  Centralizing communication and leaving breadcrumbs to show value Training client to transform market utility Benchmarking clients with surveys Implementing discovery projects Presenting Sponsor: ZenPilotBe sure to check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that’s why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Gray Mackenzie - LinkedIn Andrew Dymski - LinkedIn ZenPilot - BluePrint Process ClickUp Savvy Call Miro Lucid Chart Slack Make Free 47-page Guide to Implementing ClickUp:This guide is packed with step-by-step instructions (and checklists) to help you implement ClickUp for your agency.We've put together a 47-page guide to walk you through the 5-step ClickUp implementation process that we've taken thousands of agencies through.

According to the Bureau of Labor Statistics, demand for labor is at an all-time high. Earlier this year, there were on average 40 more jobs available than unemployed workers.And to make matters worse, most agency owners don't even begin the hiring process until they are well beyond capacity. They wait until their employees start to feel overwhelmed before they even write the job description. Hence the reason why burnout has become an even bigger factor in today's work environment. This leads to current talent leaving, and now adding an additional replacement hire that needs to be made.JobRack is a company that helps agency owners through this process. Their mission is to help online business owners hire amazing remote team members from Eastern Europe.On this episode of Agency Journey, Gray sat down with Noel Andrews, Owner and Founder at JobRack, to discuss how agencies can improve their hiring process to bring better team members on board and keep them around for longer.Topics discussed in the episode: Noel's Journey to aquiring and growing JobRack How Noel increased JobRack's revenue 4,000x JobRack's mission and who they serve JobRack's internal team structure The 5 steps to creating an amazing hiring process Defining the outcome Defining the tasks needed to be done Crafting the job description Crafting an amazing applicant experience Setting clear expectations Injecting yourself into the process Providing social proof Creating take home tests  And asking for references The Negotiation, offer, acceptance and leading up to day-one Additional resources for hiring  Presenting Sponsor: ZenPilotBe sure to check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that’s why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: JobRack Noel Andrews - LinkedIn Gray Mackenzie - LinkedIn "The Who" - A great book on The A Method of Hiring "Die With Zero" - A great book on personal finances and life Workable - An awesome Applicant Tracking System

They take ownership of: The system's design Habits and behaviors of the team inside the system Being a ClickUp expert to answer the team's questions Regardless of the platform you run on. You need to have an internal champion - Monday champion, Asana champion, Teamwork champion, etc. So, are you... A, an agency operator that has claimed the throne of [fill in the blank] champion? Or B, looking to hire or promote within to champion your project management platform? On this episode of Agency Journey, Gray joins Andrew Dymski, CoFounder at ZenPilot, to discuss the who, what, why, and how behind ClickUp Champions.Topics discussed in the episode: Purpose behind having a ClickUp Champion Roles and responsibilities of a ClickUp Champion Experiences and traits they should have should have Selection criteria for finding a ClickUp Champion Not an owner or leadership team members Thick enough skin to be a referee Comfort managing up General understanding of the teams processes Capacity  Analytical minded Innovative and tech savvy The four main work cadences of a ClickUp Champion How to find a good ClickUp Champion Presenting Sponsor: ZenPilotBe sure to check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that’s why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Gray Mackenzie - LinkedIn Andrew Dymski - LinkedIn ZenPilot - BluePrint Process ClickUp Free 47-page Guide to Implementing ClickUp:This guide is packed with step-by-step instructions (and checklists) to help you implement ClickUp for your agency.We've put together a 47-page guide to walk you through the 5-step ClickUp implementation process that we've taken thousands of agencies through.

ClickUp 3.0 is bringing: 500% increase in speed Supercharged reliability Universal search and 99.99% uptime As ClickUp's largest implementation partner we were super excited to bring Zeb Evans, CEO at ClickUp, to discuss ClickUp's journey to get here and his goal for ClickUp 3.0.Topics discussed in the episode: The phases of ClickUp's evolution - Product, Business and Scale How to enjoy the journey while you're in it Zeb's personal journey since the beginning of ClickUp ClickUp's focus on customization, flexibility, and transforming communication The summary of ClickUp 3.0 The importance of rebuilding and rewriting the foundation of ClickUp to build the next-generation platform The revamp of ClickUp goals How ClickUp plans to build a source of truth and a command center ClickUp's goal of becoming a place where all your work and connected products are in one place Empowering customization with an app developer platform in ClickUp ClickUp's growth strategy  Building ClickUp with community - evangelists, influencers and partners ClickUp's 70% efficiency increase in paid marketing Fun facts about Zeb Releasing of ClickUp 3.0 Presenting Sponsor: ZenPilotBe sure to check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that’s why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode:

At ZenPilot, we help agencies transform the system in which they operate on a day-to-day basis - the place they find their tasks, collaborate with their team, communicate with clients, and take their notes.Transforming a project management platform may be one of the biggest areas of change an agency goes through. It impacts the daily workflow of every individual in the organization - and their clients!Is it easy? Nope. Is there friction? Yup! If you're looking to implement change at any organization, you need to be willing to embrace the pain for a period of time. Lean into this and push through, because the view on the other side is always worth it. After helping thousands of agencies with massive transformations, we've learned a few lessons. On this episode of Agency Journey, Gray joins Andrew, CoFounder at ZenPilot, to discuss how agencies can effectively manage change.Topics discussed in the episode: The purpose behind change at agencies The difficulties of change management  ZenPilot's model for change The 6 steps for effectively managing change Giving people a platform or channel to express their pain or frustrations Forms Surveys 1-on-1s All-hands meetings Making the decision Mapping the journey Setting clear expectations and participation efforts Launching and monitoring team adoption Optimizing (but only system issues) Nominating and assigning an internal champion Presenting Sponsor: ZenPilotCheck out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Andrew Dymski's LinkedIn ZenPilot Website Gray MacKenzie's Linkedin ClickUp Free 47-page Guide to Implementing ClickUp:This guide is packed with step-by-step instructions (and checklists) to help you implement ClickUp for your agency.We've put together a 47-page guide to walk you through the 5-step ClickUp implementation process that we've taken thousands of agencies through.

 The Email Marketers help eCommerce brands flourish through Email and SMS marketing. Topics discussed in the episode: Melanie's journey from traditional consulting to starting her own agency. The power of combining email and SMS to grow eCommerce brands. How Klaviyo empowers marketing teams to drive their email and SMS marketing efforts. Klaviyo vs. Attentive How Melanie structures her team, so they don't get overwhelmed during a hyper-growth stage. How The Email Marketers have grown 4.07x through referrals, events, social content, and SEO. LinkedIn content strategies to increase lead generation. Increasing friction in the discovery call process to minimize low-quality leads. How hiring an agency coach (Nick Eubanks) has helped Melanie. The Email Marketers plans to build a "well-oiled, German machine" by focusing heavily on process development and refinement. Creating a workplace people love to work by being proactive for clients and minimizing ad-hoc requests. Presenting Sponsor: ZenPilotBe sure to check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: The Email Marketers Website Melanie Balkes LinkedIn ZenPilot Website Gray MacKenzie’s Linkedin

When Lauren's not shoulders-deep in ClickUp at Hawke, she's likely finding something to add to her cookbook collection or looking at new parts for her next mechanical keyboard build.Topics discussed in the episode: How Hawke managed projects using Wrike and a disparate array of tools prior to implementing ClickUp in 2020. Lauren's experience of using ClickUp for 18 months and developing a strong expertise in the platform prior to undertaking the Hawke migration. Lauren's intense 6-month implementation project which involved countless hours of team interviews, process building, research, data migration, team training, and support. The results and sentiment of the Hawke team as they moved from a state of "general chaos" to more clarity as a result of implementing ClickUp and Lauren and the team's hard work developing process templates and documentation. The opportunities for improvement in Hawke's ClickUp implementation and the roadmap to improving internal operations. Presenting Sponsor: ZenPilotBe sure to check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that’s why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Hawke Media Website Lauren Makielski's LinkedIn ZenPilot Website Gray MacKenzie's Linkedin

Topics discussed in the episode: 00:25 - 02:40 The Story Behind Yvi's Branding 02:47 - 05:20 How Yvi is productizing her consulting business. 05:30 - 06:40 Helping people build their business in ClickUp 06:50 - 08:00 What is Minerva, and what is Minerva's current focus as a startup 08:00 - 11:50 Yvi and YouTube 12:00 - 13:20 The 10x10 Formula Strategy 13:21 - 15:00 Shifting her approach problem-based learning 15:15-16:50 The art of repurposing content 16:50-19:30 Client Acquisition 19:30-25:00 What is The SOAR Framework? 25:00 - 26:00 Why do 95% of Yvi's clients use ClickUp? 27:00 - 29:00 Being a ClickUp Consultant Presenting Sponsor: ZenPilotCheck out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.ZenPilot knows that you are tired of wasting time on trial-and-error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.So, what are you waiting for?Go to zenpilot.com to learn more.Resources mentioned in this episode: Yvonne Heimann's Linkedin AskYvi's Website The SOAR Framework Gray MacKenzie's LinkedIn ZenPilot Website