Agency Bytes is a podcast for owners of creative, marketing, and advertising agencies that packs a ton of important agency information on one topic, from one expert into a 25-minute brief. Why 25 minutes? Because who has the attention span for much more these days, and you can squeeze in a listen between meetings with time for a bathroom break or coffee refill before your next meeting. Agency Bytes is brought to you by Steve Guberman from Agency Outsight. Steve is a 20-year agency veteran who works as a business coach for agencies around the country. He coaches owners of branding, marketing, design, and PR agencies to conquer their goals and overcome their challenges. Learn more about Agency Outsight at www.agencyoutsight.com
📻 Siste episoder av Agency Bytes
Her er de nyeste episodene tilgjengelige via RSS-feeden:
Ep 143 – Sharon Toerek, Legal and Creative – The Legal Blind Spots Costing Agencies Millions (00:43:51)
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off!
Featuring: Sharon Toerek, Legal and Creative
In episode 143, I dig into one of the most underestimated risks in agency ownership: the legal blind spots that quietly cost agencies millions over time.
From contracts and scope creep to client disputes, IP ownership, and liability exposure, we unpack where agencies unknowingly put themselves at risk — and why most don’t realize it until it’s too late.
This conversation is a must-listen for agency owners who want to protect what they’ve built, reduce unnecessary exposure, and stop treating legal as an afterthought instead of a growth safeguard.
Key Bytes
• Most agencies don’t realize their biggest legal risks until a problem hits
• Poor contracts quietly drain profit long before lawsuits happen
• Scope creep is as much a legal issue as it is a pricing issue
• IP ownership mistakes can create long-term client and valuation problems
• Proactive legal structure is a growth advantage, not a cost center
Chapters
00:00 Why legal blind spots are so common in agencies
04:15 The contracts agencies rely on (and why they fall short)
10:20 Scope creep as a legal and financial issue
18:05 IP ownership mistakes that come back years later
26:40 Client disputes: where agencies expose themselves
34:10 Risk vs. fear: what actually matters legally
42:00 Simple fixes agency owners can make now
50:10 How legal hygiene protects valuation and exit
56:30 Final thoughts & wrap-up
Sharon Toerek is Founder of Toerek Law (doing business in the agency world as Legal + Creative), where she focuses her national law practice on helping advertising, marketing, communications, and creative agencies protect their assets and turn their ideas into revenue.
Sharon provides proactive, strategic counsel to communications, marketing, advertising, digital, and creative agencies on legal and business issues they face continually in their work, including:
• agency-client relationships, including agency service contracts
• agency-freelancer and agency strategic alliance relationship management
• trademark and copyright protection, enforcement, and licensing
• influencer marketing negotiations and content marketing legal compliance• advertising regulatory compliance
• AI policy and risk management for agencies
Sharon is an approved participant on the 4A's Legal Consultants Panel and a member of the 4A’s Expert Network. She has also served as President of the American Ad Federation (AAF) Cleveland and has been elected to AAF Cleveland’s Hall of Fame.
In addition to her Firm’s work representing U.S. independent agencies, Sharon
• Created the Legal + Creative Agency Protection System, a comprehensive legal education and legal toolkit for marketing, ad and creative services agencies
• Created and hosted over 300 episodes of the agency-focused podcast The Innovative Agency, a podcast about innovation and trends in the marketing agency world
• Presents sessions on agency-critical legal topics to independent agency networks, to private agency audiences, and at industry conferences, including INBOUND, Content Marketing World, MAICON, the Build a Better Agency Summit, Own It Summit, Mirren New York, and PRSA Counselors Academy.
Contact Sharon on LinkedIn or on their website.
Ep 142 – Amy Maxwell, Maxwell Design – Scaling With Soul: How to Grow Your Agency Without Losing the Craft (00:29:50)
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off!
Featuring: Amy Maxwell, Maxwell Design
In episode 142, I sit down with Amy Maxwell, founder and creative director of Maxwell Design, to talk about the real tension small creative shops face: how do you grow without sacrificing the craft that made you successful in the first place?
We dig into what it looks like to evolve from “hands-on designer” to “agency leader,” how to protect quality as you add capacity, and how to make smart choices about clients, process, and scope so growth doesn’t turn into chaos. If you want to scale with intention (and still love the work), this one’s for you.
Key Bytes
• Scaling doesn’t have to mean sacrificing creative quality
• Your process is what protects the craft as you grow
• “Better clients” often solves what “more clients” can’t
• You can stay hands-on without being the bottleneck
• The right constraints create consistency, not limitation
• Hiring should reduce friction, not add management drag
• Clear scope and boundaries prevent quiet burnout
Chapters
00:00 Intro: scaling without losing the craft
02:10 Amy’s origin story and building Maxwell Design
06:20 The “stay small” choice and what it protects
11:05 When growth starts to strain quality (warning signs)
16:10 Processes that keep creative standards high
22:30 Team structure: support roles vs creative roles
28:40 Client fit, boundaries, and saying “no” earlier
34:15 Staying fulfilled while the business grows
40:20 Rapid-fire questions and wrap-up
Amy—Creative Director + Founder of Maxwell Design—has spent the last two decades helping businesses look their best. She’s an award-winning designer with a knack for reading minds and creating delightful visual experiences. Her solution-focused approach makes her someone you’ll want in any room. And her small (but mighty) team comes with some major design chops.
Contact Amy on LinkedIn or on their website.
Ep 141 – Meredith Fennessy Witts + Melissa Lohrer, Agency Darlings – Community Over Competition: How Agency Darlings Are Rewriting the Rules (00:51:52)
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off!
Featuring: Meredith Fennessy Witts + Melissa Lohrer, Agency Darlings
In episode 141, I sit down with Melissa and Meredith, the hosts of the Agency Darlings podcast and longtime agency operators, to unpack why so many agency owners feel burned out, stuck, or disillusioned by the traditional agency growth advice that’s been circulating for decades.
We talk candidly about the “bro playbook” — hustle culture, ego-driven leadership, top-down decision making, and growth at all costs — and why it often leads to unhealthy teams, poor margins, and miserable owners. Melissa and Meredith share what they’ve learned from years inside agencies about what actually drives sustainable growth: emotional intelligence, clear communication, strong operations, and leadership that prioritizes people alongside profit.
This episode is a refreshing, grounded look at agency leadership through a more human lens — one that challenges outdated norms and offers agency owners permission to build businesses that align with who they actually are.
Key Bytes
• Why the traditional agency “bro playbook” is failing modern agencies
• The hidden cost of hustle culture on owners and teams
• How emotional intelligence impacts agency growth and retention
• What healthier leadership looks like inside agencies
• Redefining success beyond revenue and headcount
Chapters
00:00 Why the traditional agency playbook feels broken
05:12 The origins of hustle culture in agencies
11:04 Masculine-driven leadership norms and their impact
17:32 Emotional intelligence as a growth lever
23:58 Building healthier agency cultures
30:41 Operator-led leadership vs. ego-led leadership
37:10 Sustainable growth without burnout
43:26 Redefining success as an agency owner
49:12 Advice for owners ready to do things differently
Each with over 15 years of experience in the agency space and deep-rooted connections within the industry, Melissa and Meredith bring actionable insights, expert advice, and candid conversations that challenge the conventional, masculine-driven approaches to agency growth.
Contact Meredith & Melissa:
www.agencydarlings.com
https://bit.ly/MWDarlings
https://waverlyave.com
https://instagram.com/waverlyave.co
https://www.lecheile.co/contact
https://www.instagram.com/lecheile.co/
Ep 140 – Michael Janda, More Creative Academy – The Creative’s Guide to Growing Up: From Portfolio to Profits to Peace of Mind (00:30:30)
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off!
Featuring: Michael Janda, More Creative Academy
In episode 140, I sit down with Michael Janda—agency founder, bestselling author, and one of the most respected voices helping creatives master the business side of creativity. Michael built and sold Riser, worked with giants like Disney and Google, and later led creative teams at Fox before dedicating his career to teaching creatives how to price, position, and run their businesses without burning out.
We dig into the mental and operational “growing up” that every creative eventually faces: getting past portfolio thinking, charging confidently, understanding value, eliminating chaos, and building a more peaceful (and profitable) creative life. Michael’s straight-talk wisdom hits every agency owner exactly where they need it—no fluff, no ego, just clarity.
Key Bytes
• Why creatives struggle with pricing — and how to fix it
• The mindset shift from freelancer to business owner
• How Michael positioned his agency to win massive clients
• The surprising relationship between process, profit, and peace
• What creatives get wrong about value
• Why “portfolio thinking” holds owners back
• How to build a business that supports your life, not the other way around
Chapters
00:01 Welcome + Michael’s background and agency journey
04:12 From creative chaos to building processes that scale
09:45 Why pricing is emotional—and how to make it objective
14:30 Portfolio vs. business owner mindset
19:58 Finding ideal clients and positioning that works
25:21 How Michael sold his agency and what he learned
31:44 The psychology of creative profitability
38:10 Achieving peace of mind as an owner
44:22 Michael’s advice for creatives who feel “stuck”
Michael Janda is an award-winning creative director, agency founder, and bestselling author.
He built the creative agency Riser with clients like Disney, Google, Warner Bros., and ABC, then sold the business after 13 successful years. Before that, he served as a creative director at Fox. Michael
is the author of Burn Your Portfolio and The Psychology of Graphic Design Pricing. Today, he shares practical, no-fluff strategies to help creative professionals master business, pricing, and growth.
Connect with Michael through his Community, Instagram, YouTube, LinkedIn, Website, or explore his Courses.
Ep 139 – Melanie Chandruang, We Consult – Agency Ops that Actually Scale: Financials, Workflows, and AI That Works (00:34:01)
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off!
Featuring: Melanie Chandruang, We Consult
In episode 139, I sit down with Melanie Chandruang, founder of WeConsult and a strategic operations partner for creative agencies. Melanie has spent the last seven years helping agencies tighten up their financials, streamline workflows, and build stronger leadership teams—while also navigating two maternity leaves, a cross-country move, and re-entering the industry in one of its toughest seasons.
We dig into how she rebuilt WeConsult after stepping away to have kids, what’s changed in the agency landscape since 2023, and why she’s now staying higher-level as a fractional ops leader instead of getting buried in implementation. Melanie breaks down what healthy leadership actually looks like, why so many founders remain the bottleneck even after hiring “senior” people, and how clear ownership, scorecards, and trust change everything.
We also get tactical: what she looks for first in the financials, the operational metrics that matter most, and why agencies without documented processes are struggling the most with AI adoption. We wrap by talking about leading through uncertainty, avoiding burnout, and the simple practice Melanie uses to remind herself of the value she’s creating—plus her very 90s go-to karaoke song.
Key Bytes
• Clean financials and clear reporting are the true foundation of scalable ops
• Workflow ownership matters — if it’s nobody’s job, it’s nobody’s job
• Founders stay bottlenecks when leadership has no autonomy or scorecards
• Agencies with documented systems adopt AI faster (and with fewer messes)
• Strong leadership = trust, clarity, and shared problem-solving
• Self-care and boundaries are essential for sustainable agency ownership
Chapters
00:01 Intro and how Melanie rebuilt WeConsult after kids and a cross-country move
02:48 Stepping away from client work, losing momentum, and clawing back into a changed industry
05:36 Why Melanie now stays high-level and pushes implementation to internal teams and automation
07:42 Founders as bottlenecks and what a truly strong leadership team looks like
11:15 Ego, scale, and the operational shifts required for owners to get out of the way
15:36 Where Melanie starts operationally: financials, workflows, and clear ownership
18:07 The agency financial metrics that actually matter (profitability, cash, utilization, and more)
22:03 Why documented systems are the key to successful AI adoption (and how messy it gets without them)
26:00 Leading through uncertainty, rebuilding a business, and protecting your own wellbeing
28:38 AI note-takers, imposter syndrome, and Melanie’s “value” practice
31:36 Melanie’s 90s karaoke pick and where to learn more about WeConsult
Melanie Chandruang is the Founder of WeConsult and a Strategic Operations Partner for creative agencies. With over 15 years in the industry, she helps agency owners boost profits, streamline operations, and move big initiatives forward so they can focus on growth and what matters most.
Connect with Melanie on their website.
Ep 138 – Jordan Snider, Token Creative – The impact of integrating Ignition App (00:29:49)
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off!
Featuring: Jordan Snider, Token Creative
In episode 138, I sit down with Jordan Snider, co-founder and CTO of Token Creative Services, to break down the real impact of integrating Ignition App into their agency operations. Jordan shares how Token went from scattered proposals, manual invoices, and nearly $40k in aging AR to a streamlined, single-system workflow that clients actually appreciated.
We dig into the operational before/after: centralized proposals and agreements, automated billing, faster close rates, clearer scope definition, easier upsells and renewals, and the elimination of unbilled “mystery hours.” Jordan also talks about forecasting clarity — and why dashboards that tie proposals, renewals, and revenue projections together are a game changer for decision-making.
This episode is a grounded look at what happens when an agency stops tolerating a duct-taped sales and billing process and finally upgrades the operational spine of the business.
Key Bytes
• Token’s breaking point was nearly $40k in aging AR — a clear sign the proposal and billing process was broken.
• Clients were confused by multiple proposal versions, scattered contracts, and manual payments; consolidating everything through Ignition simplified the entire client experience.
• The biggest financial lift came from capturing previously unbilled variable hours and out-of-scope work.
• Automated reminders and stored payment methods dramatically reduced AR and manual follow-up.
• Forecasting became easier with visible open proposals, renewal pipelines, and year-over-year revenue projections.
• Simplifying the tech stack cut both software cost and constant integration maintenance.
• Ignition enabled Token to shift from hourly pricing to value-driven retainers because operations finally supported it.
• Jordan’s advice: delaying this overhaul guarantees regret — proactively fixing it avoids the forced crisis moment.
Chapters
00:00 Intro and why Token’s Ignition story matters
02:05 Token’s early days and “brute force” agency ops
03:10 The $40k AR wake-up call
05:10 What was broken in their proposal + onboarding workflow
06:55 Client reactions after switching to Ignition
07:50 Close rates, renewals, and handling scope creep
09:40 Capturing unbilled work and shrinking AR
11:55 Forecasting and metrics that changed decision-making
14:00 Simplifying the tech stack and ditching integrations
16:40 How clarity improved both scope and service delivery
23:40 Productizing services and shifting to retainers
25:05 Jordan’s advice for agencies resisting the overhaul
26:50 Rapid fire and wrap-up
Jordan Snider is the Co-Founder and CTOof Token Creative Services, a full-service digital marketing and creative agency based in Kitchener-Waterloo. With a background in full-stack software engineering, Jordan bridges the gap between technical development and creative marketing. He has contributed personal reflections to platforms supporting victims of family violence, discussing the unique stressors faced by newcomers and the importance of community support systems.
His work reflects a blend of technical precision and a commitment to social impact, aligning with Token Creative’s mission to support businesses making positive environmental or social changes.
Connect with Jordan on their website, or learn more about Ignition here.
Ep 137 – Jennifer Spire, Preston Spire – Built to Last: The 75-Year Agency Still Breaking Rules (00:31:34)
Featuring: Jennifer Spire, Preston Spire
In episode 137, I sit down with Jennifer Spire, Partner and CEO of Preston Spire — a 75-year-old agency that’s somehow still pushing boundaries while many newer shops flame out. Jennifer shares how she modernized a legacy company without losing the cultural DNA that kept it alive for three-quarters of a century. We get into leadership transitions, building a values-driven agency, navigating generational shifts in talent, and how she’s shaping the next era of a Midwest powerhouse.
Key Bytes
• The hidden advantages legacy agencies have but often ignore
• Why values act as a competitive moat — but only if they’re enforced
• How Jennifer leads change without blowing up culture
• The reality of modernizing 75-year-old processes
• Where agencies underestimate the work of staying relevant
Chapters
00:00 Intro
01:20 What it means to run a 75-year-old agency today
05:05 How Jennifer modernized Preston Spier without breaking it
09:40 The cultural DNA that actually drives retention
13:55 Why “values” only matter when leaders enforce them
17:48 Leadership evolution: from partner to CEO
21:30 What younger talent expects from an established shop
25:18 Staying relevant in a fast-changing industry
29:55 How Preston Spire balances legacy and innovation
33:42 Advice Jennifer wishes she had earlier
38:10 Closing thoughts
Jennifer Spire is partner and CEO at Preston Spire, an Ad Age Best Place to Work and Midwest Small Agency of the Year. She is an accomplished agency leader with over 25 years of experience in both consumer and B2B marketing for just about every industry out there. At Preston Spire, Jennifer has played the leading role in reshaping the framework that defines the agency, focused on a strong vision, values and purpose. She has been a speaker at dozens of local and national conferences, has authored articles and thought pieces on various marketing subjects, and has been a board member of several nonprofit organizations. Jennifer was an east coast native before calling Minneapolis home. She was an NCGA gymnast and a gymnastics coach, who also had advertising in her blood, thanks to her grandfather being one of the founding fathers of Madison Avenue.
Contact Jennifer on LinkedIn or the Preston Spire website.
Ep 136 – JP Holecka, Power Shifter Digital – Building the AI-Driven Agency: Lessons from Power Shifter’s Evolution (00:34:02)
Featuring: JP Holecka, Power Shifter Digital
In episode 136, I sit down with JP Holecka, founder and CEO of Power Shifter Digital, a Vancouver-based agency leading the shift toward AI-driven digital products and content creation. With over 30 years of experience in design, film, and technology, JP has guided multiple teams through successful AI rollouts—transforming workflows, scaling creativity, and redefining how digital agencies deliver value.
We talk about what it really takes to evolve your agency for the AI era, how to navigate the culture shift that comes with automation, and why embracing AI is less about replacing people and more about amplifying what they’re capable of.
KEY BYTES
• AI isn’t replacing creativity—it’s amplifying it
• True transformation starts with changing workflows, not job titles
• The most successful AI rollouts start with internal adoption before client delivery
• Leadership has to model curiosity and experimentation
• Agencies that treat AI as a tool, not a threat, are finding their competitive edge
SHOW REFERENCES
Access JP's AI Miro Board referenced in the episode here. PW: cleardigital
CHAPTERS
00:00 Introduction
02:01 JP’s background and the evolution of Power Shifter
06:32 The first AI experiments that changed everything
10:45 Getting team buy-in and overcoming initial skepticism
14:58 Building processes around AI rather than forcing it in
|20:10 Human creativity in the age of automation
25:36 How AI has changed client expectations
31:12 Leadership lessons from scaling an AI-driven agency
36:45 The next frontier of digital work
40:30 JP’s advice for agency founders starting their AI journey
43:00 Rapid Fire Questions
JP Holecka is the founder and CEO of Power Shifter Digital, a Vancouver-based agency leading the shift toward AI-driven digital products and content creation. With over 30 years of experience in design, film, and technology, JP has guided multiple agencies through successful AI rollouts—transforming workflows, scaling creativity, and redefining how teams collaborate with generative tools.
Contact JP on the PowerShifter website or on LinkedIn.
Ep 135 – Drew McLellan, AMI – The Owner’s Actual Job: Vision, Profit, and a Pipeline That Isn’t You (00:28:28)
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off!
Featuring: Drew McLellan, AMI
In episode 135, I sit down with Drew McLellan, CEO of Agency Management Institute and host of the Build a Better Agency podcast. Drew’s been in the business for over 30 years and has coached thousands of agencies on how to grow profitably, attract better clients, and actually enjoy the perks of ownership.
In this conversation, we unpack what the real job of an agency owner is — and how easy it is to get lost in the weeds doing everyone else’s. Drew shares how founders can move from day-to-day chaos to the higher-level work of vision, leadership, and building a pipeline that doesn’t depend on them. We also talk about the mental shift from “founder hustle” to “CEO clarity,” and what it really means to build an agency that serves your life, not the other way around.
Key Bytes
• The three things only the owner can and should do
• Why your agency’s profit tells the truth about your leadership
• Building a self-sustaining pipeline that runs without you
• How to structure your week around the owner’s actual job
• The difference between running an agency and owning a business
• What makes an agency truly “sellable”
• Common traps that keep founders stuck in the weeds
• How to get your time back without losing control
Chapters
00:00 Welcome and Drew’s background
04:12 The evolution from founder to true agency owner
09:45 What the “owner’s actual job” really is
14:58 Why agency profit is a mirror of leadership
20:17 Building systems and pipelines that aren’t you
26:04 The importance of clarity and delegation
31:42 Common mistakes that limit scalability
38:27 How to build an agency that can thrive without you
44:10 Preparing for eventual sale or succession
49:22 Drew’s advice for new and seasoned agency owners
Drew McLellan has worked in advertising for 30+ years and started his own agency, McLellan Marketing Group, in 1995 after a five-year stint at Y&R and still actively runs the agency. He spends the lion’s share of his time running Agency Management Institute (AMI), which he also co-owns/runs with his wife Danyel.
AMI serves thousands of small to mid-sized agencies (advertising, digital, marketing, media, and PR) every year, so they can increase their AGI, attract better clients and employees, mitigate the risks of being self-employed in such a volatile business, and best of all — let the agency owner actually enjoy the perks of agency ownership.
AMI is the only agency network that is run by an active agency owner. It offers:
Public workshops for agency owners, leaders and account service staff
Owner peer networks (like a Vistage group or 4A’s forums)
Private coaching/consulting for agency owners
Annual primary research with CMOs and client decision makers about their work with agencies
The highly praised podcast Build A Better Agency
The only conference built for small to mid-sized agencies – the Build A Better Agency Summit
Drew often appears in publications like Entrepreneur Magazine, New York Times, Washington Post, Forbes, AdAge, CNN, BusinessWeek, and many others. The Wall Street Journal calls him “one of 10 bloggers every entrepreneur should read.”
He’s also written several books, the most recent being Sell with Authority (January 2020). The latest book has garnered rave reviews and has been the guidebook for agency growth and business development in today’s world.
Drew also speaks at leading agency and marketing conferences like Inbound, Content Marketing World, and MAICON and is often cited in agency-centric content for his expertise in the industry.
When he’s not hanging out with clients or agency owners and their staff, Drew spends time with his wife, their blended family, and following his beloved Dodgers.
Learn more about Drew and AMI on their website.
Ep 134 – Jen Moss, JAR - Podcasting That Connects: Story First, Metrics That Matter (00:35:45)
Featuring: Jen Moss, JAR
In episode 134, I sit down with Jen Moss, Chief Creative Officer and co-founder of JAR, where she helps brands and agencies craft podcasts that move people—not just metrics.
Jen calls herself a podcasting doula, guiding clients through the messy middle of creative storytelling. In this conversation, we dive into how to create audio that actually connects, what makes a podcast worth listening to, and why “Job, Audience, Result” is the framework every agency should adopt before hitting record.
Jen and I explore why most branded podcasts fizzle, how to define success beyond downloads, and the difference between authenticity and algorithm-chasing. If you’ve ever thought about starting a podcast for your agency—or making your current one work harder—this episode’s for you.
Key Bytes
• The JAR method: Job, Audience, Result—a simple framework for podcast strategy.
• Why authenticity and storytelling beat reach every time.
• How agencies can use podcasts as pillar content that drives real relationships.
• Common landmines when launching an agency podcast.
• Why generosity and curiosity build audience trust.
• The most meaningful metrics: engagement, consumption rate, and return listeners.
• When to use internal vs. external hosts—and why it depends.
• The role of creative courage in a crowded podcast space.
• Why “connection” should always be your North Star.
Chapters
00:00 Intro – Meet Jen Moss, podcasting doula and CCO of JAR
02:00 From theater to radio: Jen’s storytelling roots
06:00 The JAR framework explained: Job, Audience, Result
09:30 The real “why” behind launching a podcast
12:30 How agencies can use podcasts as strategic marketing tools
16:30 Internal vs. external hosts: what actually works
19:45 Common landmines and why most podcasts fizzle
22:00 Authenticity, generosity, and giving value away
24:30 Is podcasting too saturated? Finding signal in the noise
27:45 Connection over clicks—how to stand out
31:00 The metrics that matter: consumption, return, and reach trends
33:50 Rapid Fire with Jen Moss: storytelling, creative courage, and dream guests
In her role as Chief Creative Officer of JAR, Co-Founder Jen Moss loves bringing stories to life. With her clients, Jen acts as a “podcasting Doula,” helping them harness their strengths in service of great storytelling. Deeply steeped in the creative process, Jen is unafraid of its ambiguities, and enjoys guiding others through its twists and turns. Drawing on her strong background in theatre, arts journalism, audio documentary, and new media storytelling, Jen helps clients tell the authentic stories that matter to them, and to their audience. She spent many years working as a producer and award-winning content creator for CBC Radio, and as an interactive story producer for The National Film Board of Canada’s Digital Studio, which taught her to think of stories as living things, full of potential for impact. It also taught her to take an “audience first” approach. Jen is never afraid of surfacing big ideas, but understands that sometimes, it’s the little things – the specific lens that “only you” can bring – that will gain the most traction with an audience. Jen loves to look for “fresh tracks” in the form of stories that haven’t been told before. She encourages her clients and her team at JAR to try out new ideas, learn from what the audience data reveals, and let that inform future creative strategy. Finally, Jen keeps her own professional learning curve alive as she lectures part-time at the University of British Columbia’s School of Creative Writing, interacting with the next generation of writers, podcasters, new media producers, and audiences.
Contact Jen on their website or on LinkedIn.
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off!
Ep 133 – Kirstin Russ, Practical Edge AI – AI Adoption for Agencies: From Internal Automation to Sellable Services (00:32:55)
THIS EPISODE IS SPONSORED BY IGNITION
START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial
Use Code OUTSIGH25 to save 50% off!
Featuring: Kirstin Russ, Practical Edge AI
In episode 133, I dive into the real-world path of AI adoption for agencies with guest Kirstin Russ, founder of Principal Edge AI and Mountains to Sea Media. We unpack the four “zones” of adoption (from denial to productized services), why most AI projects fail without structure and change management, and how to turn internal automations into billable client solutions. We also hit on junior-talent pipelines in an AI world, the risk of “robot-trained-by-robots” content, pricing when you’re still learning, and the discovery discipline required to make automations actually stick.
Key Bytes
• The winning agencies move from “dabbling in automations” to selling AI-powered solutions that solve specific client problems.
• 95% of AI projects fail because of missing structure, messy data, and zero change management — fix those first.
• AI should elevate people to higher-value work; train juniors to work with AI, not to be replaced by it.
• Don’t chase every shiny tool; build repeatable agent patterns and a stable stack you trust.
• Discovery is everything: a “15-step” flow usually hides 30 more steps — price and scope accordingly.
• Monetization starts with ops pain: map ugly manual workflows, then automate the “swivel-chair” steps.
• Thought leadership beats generic AI copy: capture founder audio, codify brand voice + ICPs, then assist with AI.
• Profit vs. quality is a real tension — set guardrails so efficiency never erodes outcomes.
Chapters
00:00 Intro & Kirstin’s two businesses
00:57 Why an outsource-first agency model
03:07 Year of deep AI study and first tools “in the wild”
04:43 The four zones of agency AI adoption
06:14 From “getting ahead” to “survive”: disruption hits marketing
09:01 Why AI projects fail: structure, data, and change management
11:00 Practical internal automations (transcripts → CRM, follow-ups, etc.)
12:58 Junior talent in an AI era & the content quality dilemma
15:18 Building an AI content assist system (voice, ICP, research)
18:48 Tool sprawl vs. foundations; avoiding shiny-object traps
20:40 Can clients DIY? Positioning & selling AI services
21:08 Case studies: Square inventory workflow & quote tool
24:38 Pricing while you’re learning; managing expectations
27:18 Aha moments: you can’t do it all; systemize & delegate
29:14 Theme songs, imposter syndrome, and wrap up
Kirstin Russ is a seasoned business strategist with 30 years of cross-industry experience who brings a unique dual approach to business growth. As the founder of Practical Edge AI, she helps businesses leverage artificial intelligence to automate growth, reduce manual workload, and improve profitability—often delivering measurable results within the first week.
Simultaneously, as the driving force behind Mountains to Sea Media, a Western North Carolina-based digital marketing agency, Kirstin helps businesses amplify their online presence through strategic internet marketing, data analytics, and performance-focused web design.
Kirstin's superpower lies in her holistic approach to business analysis, understanding how systems interconnect and where AI can enhance traditional & digital marketing strategies. By combining cutting-edge AI solutions with proven digital marketing expertise, she creates integrated growth pathways that optimize both operations and customer acquisition.
With an approachable style and commitment to practical results, Kirstin transforms business challenges into opportunities. Her guiding question remains: "If you could wave a magic wand and change anything about your business, what would it be?"
Contact Kirstin on the Practical Edge AI website or LinkedIn, Mountains to Sea Media website or LinkedIn.
THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off!
Ep 132 – Leah Leaves, Alderaan Operations Solutions – Break the Bottleneck: How Operators Reduce Burnout and Unlock Scale (00:36:29)
Featuring: Leah Leaves, Alderaan Operations Solutions
In episode 132, I talk with Leah Leaves, founder of Alderaan Operations Solutions, where she helps remote digital agencies grow without the grind. Known for her no-fluff, systems-first approach, Leah and her team embed expert operations managers directly into agencies to break bottlenecks, reduce burnout, and build businesses that can scale without the founder in every decision.
We dig into what causes owners to become the bottleneck, the difference between goals, systems, and team accountability, and how every agency—no matter the size—can start building a foundation that prevents burnout and supports growth. Leah also shares how to identify when it’s time to bring in an operator, how to delegate effectively, and why even the best creative agencies need structure to thrive. We wrap by exploring how AI fits into internal operations and why every agency needs an AI Ops roadmap, even if it’s just six months ahead.
Key Bytes
• Burnout often begins with unclear goals and missing systems; clarity is the antidote.
• Leah outlines four agency owner archetypes—the Trusting Optimist, Firefighting Founder, Reluctant Gatekeeper, and Visionary Leader—and how operators help each evolve.
• Delegation isn’t dumping tasks; it’s empowering your team with context and ownership.
• Documenting the “why” behind your systems drives consistency and accountability.
• Operators create the scaffolding for scale—allowing founders to focus on vision, not firefighting.
• Every agency, regardless of size, benefits from an AI Ops roadmap to guide internal efficiency.
• Start with what you already have—processes, checklists, or recurring workflows—and build from there.
• Systems don’t kill creativity; they protect it by removing chaos and decision fatigue.
Chapters
00:00 Intro and welcome with guest Leah Leaves, founder of Alderaan Operations Solutions
02:00 The Star Wars origin of “Alderaan” and Leah’s path from journalism to operations
05:30 From creative to systems thinker: finding flow in operations
08:00 How unclear goals and missing systems cause bottlenecks
10:00 Guardrails vs. micromanagement: empowering the team without overengineering
13:00 The burnout cycle and why delegation is a creative act
15:00 The four types of agency owners and their operational challenges
20:00 Shifting from bottleneck to visionary: the operator’s role in scaling
23:30 Why every agency needs an AI ops roadmap
26:30 Putting “robots” in the org chart and making automation work
29:00 Low-hanging AI wins: onboarding, recruiting, and workflow automation
32:00 Rapid-fire Q&A: distilling systems, theme songs, and unexpected client wins
34:45 Closing thoughts and where to find Leah
Leah Leaves is the Founder of Alderaan Operations Solutions, where she helps remote digital marketing agencies grow without the grind. Known for her no-fluff, systems-first approach, she and her team embed expert Operations Managers directly into agencies to break bottlenecks, reduce burnout, and build businesses that can scale without the founder in every decision.
Contact Leah on LinkedIn, on the Alderaan website, or take their Agency Owner Quiz.
Ep 131 – Maiya Holliday, Mangrove – Mission > Marketing: B Corp as Operating System, Not a Sales Tactic (00:37:13)
THIS EPISODE IS SPONSORED BY IGNITION
START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial
Use Code OUTSIGHT25 to save 50% off!
Featuring: Maiya Holliday, Mangrove
In episode 131, I sit down with Maiya Holliday, founder and CEO of Mangrove Web Development, a Certified B Corp agency that’s been building websites for change-makers since 2009.
Maiya shares her evolution from self-taught coder to agency leader, how she built Mangrove into a values-driven, fully remote team long before it was trendy, and why B Corp certification serves as an operating system rather than a marketing badge.
We dive into the realities of serving nonprofits and purpose-led organizations, how to balance mission and margin, and how AI is reshaping collaboration between designers and developers. Maiya’s insights are both grounding and inspiring for anyone building a business around impact and intention.
Key Bytes
• B Corp certification can provide structure for how an agency operates—not just a label to display.
• Nonprofit clients aren’t “low budget” if you help them tie digital to their mission, revenue, and reach.
• AI is changing agency workflows fast, but curiosity, ethics, and experimentation keep it human.
• Merging two purpose-driven teams isn’t about scale—it’s about shared values and vision.
• Mangrove’s evolution shows that you can stay small, focused, and deeply impactful.
Chapters
00:00 Intro: From coder to CEO
01:00 The origin story of Mangrove Web
03:30 Becoming a Certified B Corp
06:00 Lessons from the certification process
09:00 Staying accountable to B Corp principles
11:00 How competition has evolved in the B Corp space
14:30 Why Mangrove focuses on nonprofits & foundations
17:30 Pricing and positioning in the nonprofit world
20:00 The role of AI in Mangrove’s workflow
23:00 How design and dev are converging
27:30 Internal AI tooling vs. client-facing tools
30:00 Building trust as a strategic digital advisor
32:20 Rapid fire: remote work, creative parenting, and common myths
34:50 Closing thoughts
Resources Mentioned
https://www.ai4np.org/
Maiya Holliday, CEO and Founder of Mangrove Web Development, is a creative leader and collaborator who crafts digital solutions to augment the impact of changemakers. She is a self-taught coder with over a decade of hands-on experience. Maiya aligns folks toward actionable goals that help articulate and communicate their organization’s purpose and impact on the web, with people, planet, purpose, and equity at the core. She has led over 200 website projects for changemakers and purpose-driven organizations.
Maiya led Mangrove to become a Certified B Corp in 2016 and has since championed the cause of socially and environmentally conscious businesses, deepening their impact. She values working alongside a diverse team of talented people who are passionate about what they do.
A Bay Area native, Maiya now lives in the mountains of Truckee, CA, with her husband Shaun and little humans Terner and Miles. You might also find her in Oakland or Australia, where she tends to show up on a regular basis.
Contact Maiya on LinkedIn, the company's LinkedIn page, or their website.
Ep 130 – Peter Lang, Digital Agency Business – Buy, Don’t Build! Using M&A to Scale Your Agency (00:28:57)
Featuring: Peter Lang, Digital Agency Business
In episode 130, I sit down with Peter Lang—co-founder of Digital Agency Business and AVA, and longtime agency acquirer—to unpack how agency owners can use M&A as a growth superpower. Peter shares the seven-day deal that doubled his agency’s revenue, the due-diligence signals that actually matter (talent, client stickiness, and contracts), why most M&A fails on culture not math, and how AI is reshaping hiring and service models. We also get into founder identity after the sale, what “professional maturity” looks like, and why many owners are really capital allocators in the making.
Key Bytes
• M&A can compress years of organic growth into months—if you underwrite people, clients, and terms before the numbers.
• Culture fit and integration planning beat fancy spreadsheets; most failed deals are value misalignment, not valuation.
• AI is wiping out entry-level tasks first; the winners redeploy A-players and teach clients how to use AI, not hide from it.
• Founder-led sales can’t be the only engine; build repeatable sales capacity that survives distractions.
• You already “work for” whoever pays you—selling changes the customer, not your agency DNA.
• Treat time like capital: budget it, forecast it, and review it like an effective executive.
Chapters
00:00 Cold open, quick re-intro
01:08 The seven-day deal that doubled revenue
03:32 Doing three deals in 90 days during COVID
06:36 Common seller misconceptions and Peter’s deal lens
09:19 Endurance mindset, calendars, and operating like an athlete
13:46 What buyers actually look for beyond the numbers
17:43 AI’s impact on talent, delivery, and survival to 2027
22:10 Life after the sale and “professional maturity”
24:51 Rapid fire: celebrating wins, the race that changed him, dream acquisition
27:45 Where to learn more (digitalagencybusiness.com)
Resources Mentioned
• Effective Executive by Peter Drucker (time tracking and retrospective)
• GrowthHackers community (context on Peter’s portfolio)
• digitalagencybusiness.com (Peter’s M&A training and upcoming book)
Peter Lang is an entrepreneur, investor, and philanthropist with over 15 years of experience building, buying, and selling companies across online publishing, media, advertising, e-commerce, and consulting. He’s the co-founder and Chief M&A Officer at AVA, a fast-growing digital agency holding company acquiring businesses in the $1–10 million range.
Peter also runs Digital Agency Business (DAB), an e-learning company that trains entrepreneurs to launch and scale their own agencies. A former CEO of Uhuru Network and advisor to multiple companies, Peter’s passion lies in using mergers and acquisitions to accelerate growth. An endurance athlete and family man, he lives by the belief that anything is achievable with hard work.
Contact Peter on LinkedIn or his website.
Ep 129 - Natasha Golinsky, On Purpose Projects – Mindset Matters: The Key to Entrepreneurial Success (00:30:15)
Featuring: Natasha Golinsky, On Purpose Projects
In episode 129, I talk with Natasha Golinski, founder of On Purpose Projects, a custom web and e-commerce dev agency. Natasha is a three-time Canada Women of Influence nominee, a mom of three, and a breast cancer survivor—and she’s built her business around the belief that mindset is everything.
We dig into how she went from “accidental agency owner” to leading a zero-meeting, all-contractor team for over a decade, and why journaling, EFT (tapping), and surrounding yourself with the right people are critical to surviving the entrepreneurial rollercoaster. Natasha also shares how a cancer diagnosis forced her to hire ops support—and ultimately led to one of her agency’s biggest months ever.
This episode is a masterclass in grit, leadership, and the mental game of entrepreneurship.
Key Bytes
• Mindset is the job. Natasha starts most days with journaling and EFT to reset anxiety and focus.
• Zero meetings, high loyalty. A culture of respect, gratitude, and no drama keeps her contractor team thriving.
• Protect your people. Leadership means absorbing the stress and passing the praise.
• Say no early. Guardrails in discovery protect the team from toxic clients.
• Crisis as catalyst. Cancer forced Natasha to let go of ops—and it unlocked growth.
• Community matters. No one is self-made—surround yourself with peers who lift you up.
• Focus sharpens delivery. On Purpose Projects does dev only—like a food truck that just serves crepes.
Chapters
00:00 Welcome & Natasha’s background
02:12 Accidental agency beginnings
04:45 Mindset, marketing, and money: her founder lane
07:30 Morning pages & EFT as daily reset tools
11:05 Cancer diagnosis, hiring ops, and a breakthrough month
15:20 Building loyalty in a zero-meeting contractor culture
20:22 Client red flags & protecting your team
23:50 Why no one is self-made: the role of community
26:30 Rapid-fire fun: karaoke, first impressions, food truck metaphor
28:55 Closing thoughts
Natasha Golinsky is the founder of an award-winning web development and ecommerce agency, a three-time nominee for the Canada Women of Influence® Award, and a tireless champion of female agency owners. Natasha’s also a mom of three and a breast cancer survivor who brings grit, heart, and a deep sense of purpose to everything she does. I’m thrilled to dig into her journey, her mission, and the lessons she’s learned along the way. Natasha, welcome to the show.
Award-winning web development & ecommerce agency founder | Champion & connector of female agency owners | 3x nominee Canada Women of Influence® Award | Breast Cancer Butt-Kicker | Mom x 3
Contact Natasha on their website or on LinkedIn.
Ep 128 – Logan Lyles, DemandShift – Build a Thought-Leadership Engine that Sells (00:28:31)
Featuring: Logan Lyles, DemandShift
In episode 128, I sit down with Logan Lyles, founder of DemandShift and longtime B2B sales and marketing pro. Logan’s career has spanned brand side, agency side, and now his own consultancy—giving him a unique perspective on what it really takes to grow pipeline.
We unpack his journey from scaling Sweet Fish Media to Inc. 5000 status, building the Agency Life series at Teamwork, and leading growth at Business Builders. Most importantly, Logan shares how he turned disappointing webinar results into a repeatable framework that consistently converts registrations into booked sales calls.
If you’ve ever run a webinar that felt like a win… until the dreaded “conversion cliff,” this episode gives you the practical, step-by-step fixes to turn those views into revenue.
Key Bytes
• Logan explains how most agencies fall into the “conversion cliff” trap—lots of registrants, little pipeline—and the two-part fix that changed everything.
• He shares the importance of packaging your expertise into a clear framework that creates a natural next step.
• We break down his two-step registration process that boosted webinar conversions by 5–10x.
• We compare free vs. paid events, what impacts show-up rates, and which strategy works best for agencies.|
• We talk about how webinars double as content engines for thought leadership and trust building.
• Logan shares why solopreneurs and 20-person agencies alike can adapt this strategy with the right tech stack.
• He opens up about lessons learned in sales—why not every “yes” is worth chasing.
Chapters
00:02 Intro to Logan Lyles and Demand Shift
01:14 Logan’s meandering career path from journalism to sales to agency life
03:09 Lessons from scaling Sweet Fish Media and leading growth at Business Builders
06:44 Why referrals aren’t enough for agencies anymore
07:28 The “conversion cliff” of webinars and how Logan fixed it
09:48 The two-step registration process that boosted conversions 5–10x
12:59 Free vs. paid webinars: show rates, signups, and strategy
15:57 Webinars as thought-leadership engines and content machines
19:11 Blending demand gen with brand building for faster sales cycles
23:02 Rethinking webinars: live podcasts, polls, and engagement tactics
27:08 Sales lessons: why not every yes is worth chasing
27:50 Wrap-up and where to find Logan (demandshift.co)
Logan Lyles has spent 17 years in B2B sales & marketing, drawing on his journalism background & working both agency- and brand-side in various roles. He has helped multiple agencies scale, including helping lead Sweet Fish Media onto the Inc 5,000 List 2 years in a row & increasing Business Builders monthly email list growth by 580% in 2024.
Logan is the founder of DemandShift, a webinar-as-a-service agency, the co-host of the weekly podcast: The Marketing Max Show & a LinkedIn Top Voice.
Contact Logan on his website or on LinkedIn.
Ep 127 – Kelly Schuknecht, Two Mile High Marketing – The Agency Owner’s Visibility Plan: Podcasts, Stages, LinkedIn (00:30:05)
Featuring: Kelly Schuknecht, Two Mile High Marketing
In episode 127, I talk with Kelly Schuknecht, founder of Two Mile High Marketing and host of the Beyond the Best Seller podcast. Kelly shares her journey from being laid off to launching her agency, how she quickly built a team, and why she’s focused on helping agency owners and CEOs grow through thought leadership platforms. We dig into what I call The Agency Owner’s Visibility Plan—a repeatable system of podcasts, stages, and LinkedIn that helps agencies build authority, stay top-of-mind, and consistently attract clients.
Key Bytes
• The Agency Owner’s Visibility Plan comes down to visibility, credibility, and consistency.
• Trusting yourself to leap without a safety net accelerates growth.
• Niching disqualifies the wrong buyers while pulling in the right ones.
• Visibility means showing up where your audience already is.
• Credibility is built in a snap judgment—package your proof.
• Consistency matters more than volume—set a realistic cadence.
• Every podcast interview can fuel a month’s worth of content.
• Delegating early unlocks owner time for actual growth work.
• In-person events still beat virtual for relationship building.
Chapters
00:00 Introducing Kelly and the story behind “Two Mile High”
03:30 From acquisition layoff to launching an agency
06:45 Why she pivoted away from “fractional CMO”
09:55 The challenge and power of niching down
13:50 Hiring early and delegating with trust
16:20 The Visibility–Credibility–Consistency framework
19:55 A realistic cadence for LinkedIn, podcasts, and speaking
24:10 In-person vs. virtual events and AI’s limitations
26:45 Rapid Fire: superpowers, lessons learned, and marketing myths
Kelly Schuknecht is the founder of Two Mile High Marketing, where she partners with agency owners and business leaders to build powerful thought leadership platforms. With over 15 years of marketing experience and a track record of elevating brands from behind the scenes, Kelly now helps experts step into the spotlight through strategic content, visibility tactics, and authentic personal branding. She’s the host of Beyond the Bestseller, a podcast featuring women who use their stories to lead.
Connect with Kelly on their company website, personal website, or on LinkedIn.
Ep 126 – Meeky Hwang, Ndevr – From Code to Courage: A Founder’s Journey in Tech (00:31:05)
Featuring: Meeky Hwang, Ndevr
In episode 126, I sit down with Meeky Hwang, CEO and partner at Endeavor, a WordPress development agency powering digital platforms for major media and enterprise brands like Bloomberg, Forbes, and Sony. With over two decades of experience in development and DevOps, Meeky has built Endeavor into a trusted name in the WordPress ecosystem while also paving the way as a female leader in tech.
We talk about her accidental journey into agency ownership, what it’s like leading in an industry where women are still underrepresented, and how Endeavor built its three-pillar framework for resilient platforms. Meeky shares candid insights on navigating partnerships, the challenges of “over-engineering” with headless CMS, and the importance of masterminds and community for entrepreneurs.
Key Bytes
• Meeky shares how an “accidental” freelance project led to a decade-long partnership and agency.
• She discusses the importance of having clear role delineation with her co-founder to avoid missteps.
• Endeavor’s three-pillar framework (audience experience, editorial experience, developer experience) keeps their platforms resilient.
• She explains why many publishers are moving away from over-engineered headless CMS solutions back to WordPress.
• As a female leader in tech, she reflects on mentorship, representation, and inspiring others by simply “being the first.”
• She stresses the value of mastermind groups for growth and support, something she wishes she’d pursued earlier.
• Endeavor is exploring AI to streamline workflows and even testing new content tools for clients.
• Her advice for organizations: implement proper version control and CI/CD to avoid preventable tech mistakes.
Chapters
00:00 Welcome and introduction to Meeky Hwang
03:00 Becoming an “accidental” agency founder
07:00 Women in tech and leadership representation
11:00 Why Endeavor niched into WordPress and media
12:30 The three-pillar framework for resilient platforms
15:00 Headless CMS pitfalls and returning to WordPress
18:00 Navigating co-founder roles and partnerships
23:00 AI, internal tools, and what’s next for Endeavor
25:00 The power of masterminds for entrepreneurs
27:00 Rapid fire: karaoke, hobbies, and tech stack fixes
Meeky Hwang is the CEO & Partner at Ndevr, a WordPress development agency trusted by leading digital media and enterprise companies. With 20+ years of experience in web development, open-source technology, and DevOps, she specializes in optimizing complex digital ecosystems, streamlining editorial workflows, and aligning technology with business goals.
Meeky has helped major brands like PMC, Hearst, Bloomberg, Forbes, and Sony build scalable, high-performing digital platforms. A champion for women in tech, she is passionate about fostering opportunities for the next generation of leaders.
Contact Meeky on their website.
Ep 125 – Dolores G Hirschmann, Masters in Clarity – Turning Thought Leadership into Pipeline (00:28:59)
Featuring: Dolores G Hirschmann, Masters in Clarity
In episode 125, I sit down with Dolores Hirschmann, investor, strategist, and founder of Masters in Clarity. Dolores has built, scaled, and sold businesses—including one to Pete Vargas and Grant Cardone after growing it to eight figures. A former TEDx organizer, she now helps service professionals and thought leaders clarify their message, craft high-converting signature talks, and get booked on stages that drive real business results. We explore her journey from early internet marketing in Argentina to launching an outbound speaker agency, and she shares her framework for creating talks that convert, practical tips for pitching event organizers, and why thought leadership is still one of the most powerful growth levers for agencies.
Key Bytes
• Thought leadership isn’t about celebrity—it’s about clarity and consistency
• A great talk is less about what you say and more about what your audience walks away with
• Don’t pitch event organizers with long bios—open the door with a simple yes/no question
• The best call-to-action from stage isn’t a free consultation, it’s a free resource tied to your talk
• A signature talk framework can be applied to any presentation—keynote, workshop, or boardroom update
• Speaking is one of the most scalable ways to build trust, demonstrate expertise, and generate new business
Chapters
00:00 Welcome and introduction to Dolores Hirschmann
01:18 Early internet marketing and human-to-human relationships
04:58 Moving to the U.S. and pioneering online learning platforms
06:26 From serial entrepreneur to coach and strategist
08:19 Organizing TEDx and developing the signature talk framework
11:26 Building and scaling a speaker agency to $20M+
14:29 Why agencies need to lean into speaking and thought leadership
15:44 Practical steps to land more speaking opportunities
20:07 The seven steps of a high-converting talk
23:24 How to craft calls-to-action that drive leads from stage
25:23 Using QR codes and free resources to capture audience interest
26:25 Masters in Clarity workshops and software for speakers
27:02 Rapid fire: tap dancing, gut instincts, and buying businesses
Dolores Hirschmann is an investor, strategist, speaker, and founder of Masters in Clarity, a strategy and business coaching firm. She helps service professionals grow their businesses and establish thought leadership. A former TEDx organizer, she specializes in positioning experts, authors, consultants, and coaches for success.
Dolores recently sold a company to Pete Vargas and Grant Cardone, supporting its growth to multiple 8 figures in four years. She built a software platform to help speakers get placed on stages and advises businesses on preparing for profitable exits. Masters in Clarity provides fractional Chief Marketing Officer (CMO) services to help companies design and execute marketing initiatives and set up automated marketing systems. As an investor, Dolores acquires and scales small businesses, ensuring their legacy and long-term success.
Connect with Dolores on their website.
Ep 124 – Joe Rojas, Start Grow Manage – Building a Freedom-First Business (00:34:03)
Featuring: Joe Rojas, Start Grow Manage
In episode 124, I sit down with Joe Rojas, founder of Start Grow Manage and author of How Entrepreneurs Thrive. Joe has built and sold multiple MSPs, each time leveraging the power of deep niching to accelerate growth. We talk about the pivotal inflection points in a business’s lifecycle, why niching works across any industry, and how systems and values create businesses that can run—and grow—without the owner. Joe shares his framework for moving from “job” to “business,” the core values that drive his work, and how agencies can increase profitability by solving real business problems for clients. We also discuss the parallels between MSPs and agencies when it comes to client retention, lifetime value, and building a life you actually want to live.
Key Bytes
• Niching accelerates growth because it clarifies your offer and your audience
• The difference between a lifestyle job and a lifestyle business is scale and delegation
• Core values must be discovered, not invented—and hiring should be based on them
• Profitability can start with your existing clients, not just new ones
• Long-term success comes from solving clients’ business problems, not just delivering services
Chapters
00:00 Welcome and guest intro
01:06 Joe’s journey from the Army to building and selling MSPs
03:18 Understanding the “Start, Grow, Manage” stages
05:03 Why Joe wrote How Entrepreneurs Thrive
06:33 The $1M inflection point and profitability mindset
08:16 Helping clients reclaim their time and freedom
12:20 Building core values that drive the business
16:46 Hiring for abundance mindset and cultural fit
21:07 How Joe’s book applies to agencies today
24:07 Why technology changes but strategy doesn’t
26:08 Expanding accounts by solving deeper problems
28:37 Mapping the client journey for better results
30:21 Rapid fire questions and closing thoughts
Joe is the Founder at Start Grow Manage, based in New York, and author of How Entrepreneurs Thrive. He empowers Managed Service Providers and entrepreneurs to overcome the challenges of business formation to create profitable, growing businesses. As a serial entrepreneur himself, he has faced the challenge of making new and growing businesses work. His career started in the military, where he became an expert in information technology, eventually forming his own managed services company. Through that experience, he discovered the formula for businesses and learned that entrepreneurs are good at what they do but struggle to build a business.
Connect with Joe on their website.
Ep 123 – Jenny Plant, Account Management Skills – The Secret to Growing Client Accounts Without “Selling” (00:32:45)
Featuring: Jenny Plant, Account Management Skills
In episode 123, I sit down with Jenny Plant, founder of Account Management Skills, to talk about why strong account management is the secret weapon for agency growth. Drawing on over 25 years of experience on both the agency and client side, Jenny shares how she helps account managers develop the skills, confidence, and mindset to grow accounts without feeling “salesy.” We discuss the challenges of hybrid AM/PM roles, how to spot rising account management stars, and why curiosity and relationship skills often outweigh industry knowledge. Jenny also dives into her “Four P’s” of AI for account managers—Productivity, Personalization, Prescribe, and Predict—showing how technology can boost proactivity and client value. We wrap with insights on setting growth targets, charging for account management, and building a culture that celebrates account wins as much as new business.
Key Bytes
• Account growth starts with training AMs to be proactive, not just reactive service providers
• Hybrid AM/PM roles often fail to drive growth because delivery takes priority over development
• Curiosity and relationship skills can be more valuable than industry expertise
• AI can help AMs be more productive, personalize interactions, prescribe solutions, and predict client needs
• Co-creating growth targets with AMs boosts buy-in and accuracy
• Celebrating account growth fosters a culture where client retention and expansion matter as much as net new business
Chapters
00:00 Introduction to Jenny Plant & Account Management Skills
02:20 Why sales training is vital for account managers
04:16 The challenge of hybrid AM/PM roles in driving growth
08:58 Traits of successful account managers
11:32 Hiring AMs from outside the agency world
13:14 Jenny’s Four P’s of AI for account managers
18:19 Proactivity and presenting ideas to clients
20:38 Co-creating account growth targets
22:55 Charging for account management services
24:36 How many accounts can one AM manage effectively?
28:15 Creating a culture that celebrates account growth
Jenny Plant is the founder of Account Management Skills a training company helping agency account managers retain client relationships and grow accounts.
Jenny has over 25 years in agency account management and has also worked client-side in marketing for an international airline and pharmaceutical company.
Her account management training programmes blend proven client growth methodologies with the integration of AI tools, helping agencies stay relevant, efficient, and proactive.
She also hosts the Creative Agency Account Manager Podcast, where she shares insights and interviews to elevate the agency-client relationship management standards across the industry.
Connect with Jenny on their website.
Ep 122 – Arielle Cohen, Business 411 – Building Scalable Systems for a Multi-Seven Figure Agency (00:28:14)
Featuring: Arielle Cohen, Business 411
In episode 122, I sit down with Ariel Cohn, founder of Marketing 411 and CMO of Business 401, to talk about how she scaled a multi–seven figure agency by going all-in on the roofing niche. Ariel shares why niching transformed their operations, how they built scalable systems and sister companies to serve the industry, and why embracing AI and virtual teams has been key to their growth. We also dive into the mindset shifts required to build an agency that supports your lifestyle — instead of running you into the ground.
Key Bytes
• Niching down creates clarity, repeatable systems, and faster scaling opportunities
• A sister company approach can build trust and open new revenue streams
• Retainer-based models help stabilize cash flow and increase profitability
• Virtual teams and offshore talent can boost efficiency without sacrificing quality
• Embracing AI is no longer optional — it’s essential for agency survival and growth
Chapters
00:01 Intro and Ariel’s background in roofing marketing
01:12 From generalist to roofing specialist: why niching was key
04:44 Myths about niching and lessons from going all-in
07:32 Defining the ideal client profile and setting minimums
09:00 Early challenges and focusing on revenue first
12:34 Building two complementary companies for growth
16:22 Leveraging virtual teams, overseas talent, and AI for scale
19:07 Retainer models vs. one-off projects for stable growth
20:29 Staying hungry and setting bigger goals
23:18 Embracing AI and adapting to industry change
25:10 Rapid fire: worst advice, daily habits, and explaining her job to a 5-year-old
Arielle Cohen is the Co-Founder of Marketing 411 and CMO of Business 411. With over a decade of experience in marketing, she has mastered the art of growing a Multi 7 Figure Agency through building a scalable and efficient operation. As the company grows, her focus has shifted to optimizing her time and building a dream company that supports her vision and lifestyle—without letting the business take over.
Connect with Arielle at marketing411.com, business411.com, or @arielleCEO on social.
Ep 122 – How Forge and Smith Scaled with Low-Code WordPress to Boost Profit and Delivery Speed (00:32:53)
Featuring: Shawn Johnston, Forge and Smith
In episode 121, I sit down with Shawn Johnston, founder of Forge and Smith and creator of Refoundry—a low-code WordPress platform that’s transforming how agencies build and deliver websites. We talk about how Shawn cut delivery time by 70%, turned profit margins around using the Profit First method, and transitioned his agency toward a scalable, productized model. He shares insights on navigating developer pushback, balancing client empowerment with agency control, and preparing for evolving tech shifts like AI in web development. Whether you’re struggling with project bottlenecks, shrinking budgets, or scaling challenges, Shawn’s story offers a clear path forward for building smarter, more profitable systems.
Key Bytes
• Refoundry cut Forge and Smith’s development time by 70%, transforming profitability.
• Adopting Profit First changed their approach to pricing and overhead limits.
• Client empowerment through low-code builds loyalty and drives referrals.
• Transitioning leadership allowed Shawn’s team to grow into bigger roles.
• Technological shifts (like Webflow and AI) demand constant agency adaptation.
• Productizing an internal tool opened new revenue streams beyond services.
• Balancing developer pride with client needs is critical for successful adoption.
• Early lessons in print taught Shawn to anticipate and embrace industry change.
Chapters
00:01 Introduction to Shawn Johnston and Forge and Smith
02:11 Moving from freelance to full agency and early challenges
04:39 Implementing Profit First and shifting to scalable systems
06:38 Why Refoundry: Bringing low-code to WordPress
08:22 Cutting development time and improving project profitability
11:23 Developer pushback and prioritizing client empowerment
14:44 Evolving Refoundry into a product for other agencies
17:03 Transitioning leadership and building team collaboration
24:17 Preparing for tech shifts like AI and staying nimble in delivery
28:30 Rapid fire questions and final reflections
Shawn Johnston is the founder of Forge and Smith, a digital agency that’s launched over 500 websites in the past 13 years. After hitting the usual delivery bottlenecks and burnout cycles, he built Refoundry—a low-code platform for WordPress that helped his team cut build times by 70% and scale without sacrificing quality. Now he’s on a mission to help other agencies streamline delivery, boost margins, and build systems that actually work.
Contact Shawn on Forge and Smith or Refoundry.
Ep 120 – Greg Bellinger, White Rabbit – What Happens When You Niche Hard and Go All In (00:29:11)
Featuring: Greg Bellinger, White Rabbit
In episode 120, I sit down with Greg Bellinger, co-founder and CEO of White Rabbit, a web and mobile development agency with nearly 100 in-house employees spread across Colombia, India, and the U.S. Greg shares his journey from frontend developer to visionary CEO and breaks down how White Rabbit scaled by staying focused on one niche—supporting other agencies.
We explore why White Rabbit only hires full-time employees, how niching into agency delivery gave them a competitive edge, and the strategic thinking behind launching their own internal project financial software. Greg also talks about his passion for creation, not just in code but in culture, leadership, and future products. This one’s full of takeaways for agency owners looking to scale with purpose.
Key Bytes
• Greg shares why they only hire full-time employees and the cultural benefits that come with it
• He explains how niching into working with agencies helped them scale more efficiently
• Greg reflects on stepping away from product management and letting his leadership team shine
• He talks about the challenges of managing across three countries and how they keep their culture unified
• Greg reveals details about their custom-built project management and financial tool
• He offers insight into people management, tough conversations, and protecting your energy
• He shares his personal philosophy of “create,” from coding to building culture
• Greg discusses what entrepreneurship means to him and how it’s been part of his DNA from the start
Chapters
00:00 Welcome and guest intro
01:00 The origin of White Rabbit and its full-time hiring philosophy
02:30 Transitioning out of coding and project management
06:00 Working exclusively with agencies vs. going direct
07:15 Niching and its impact on growth and clarity
10:00 Scaling globally: why Colombia, India, and the U.S.
12:00 Uniting culture across three countries
14:00 Vision for the future: stepping back, launching products
16:30 Building internal software for project and financial management
19:00 Lessons in people management and entrepreneurship
25:00 Rapid fire: guilty pleasures, two-word advice, and dream hire
Greg Bellinger is the Co-Founder and CEO of White Rabbit Group, a web and mobile development agency with a fully in-house team of nearly 100 employees across three countries. His passion for technology began in childhood, leading him to hand-code his first websites in 2008. In 2016, he co-founded White Rabbit Group, building it into a trusted development partner for world-class agencies and creatives. Under his leadership, the company has earned a reputation for delivering high-quality digital solutions while fostering a close culture of technical experts.
Contact Greg on the White Rabbit website or on LinkedIn.
Ep 119 – Jessica Malnik – Building Your B2B Content Moat (00:27:10)
Featuring: Jessica Malnik
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.
She’s 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. She’s also been featured in WSJ, The Next Web, MicroConf, Wynter, SXSW, and MSN UK, among many others.
Contact Jessica on their website or join their newsletter.
