Stephen Woessner’s Post

'Where's your process documents? Any guides whatsoever on how you do what you do for your clients? How you run a project? How your systems work? Do you actually have anything written down??' Agency owner.... #marketingagencies #noprocessneeded #upthereforthinking

I ask new clients if they have an existing strategic plan at their agency (and to share a copy if they do). An agency owner asked, "What do you mean by 'strategic plan'?" That's a good question! My definition? When it comes to growing your agency, your "strategic plan" describes your company's ideal future and how you plan to make it happen. You might have this information across several locations; the strategic plan will be the most-comprehensive version of that information. The plan considers your unique Values, Goals, and Resources (VGR). And it usually includes some degree of S.M.A.R.T. goal targets—for example, "Sell agency for $15 million by X date with no more than a 2-year earnout" or "Grow personal income to $400K a year while doing zero client billable work." In my experience, most agencies don't _have_ a detailed, formal strategic plan. If they do, they might call it a business plan or (if they follow EOS) their “V/TO” (aka “Vision/Traction Organizer”). If not those, it might even be a short “Here’s what my ideal day looks like in the future” description. But if the plan is solely in your head, that's not ideal... because you can't scale that to your team. As an agency advisor, I ask new clients for their strategic plan because it gives me a window into their current level of planning and structure. It also gives me something to cross-reference during my analysis. For example: “You want XYZ from the plan; if that’s still true, is the rest of what you say generally consistent to that plan?” If an agency *doesn’t* have a formal strategic plan (which is pretty common), my initial consulting recommendations can become the basis of a rough draft of a future plan—and if desired, we can work together to create the plan. QUESTION: What does your agency's strategic plan look like? #agencygrowth #strategy #planning

Business Owner: Everything you face has context. This means nothing is ever as bad as it seems. And nothing is ever as good as it seems. Watch the video as it zooms out from a day view through to a 10+ year view of the Dow Jones Industrial Average graph. See the possibility that without a contextual view, you can make poor decisions without all the facts? When I get the privilege of working with a client, one of the overarching themes is a strategic plan that transcends all their typical ups and downs they face. Knowing there is context, my clients can step back from anything they are facing and quickly regain their agency (seeing their options and choice). And this is POWERFUL as they navigate the complexities of exiting their business. Are you lacking agency? Let's chat.

Struggling to pinpoint where profitability is going wrong within your agency? It’s these crucial insights that can elevate a good agency into a scalable success story. At JD Scott + Co, our team will meet you where you are, delivering precise, actionable solutions to enhance your agency.

Agency owners, don't let yourself get overwhelmed by the idea of organizing your projects and team. Implementing systems, processes, and tech may sound daunting, but it doesn't have to be complicated, and you don't have to tackle everything at once. Every small step you take gets you closer to the freedom and flexibility you're longing for! If you know it's time to streamline but aren't sure where to start, shoot me a message. I'll help you brainstorm your first step!

Progress towards your goals. 🎯 Focus on profitability and scalability in your agency. Learn more: https://loom.ly/TfFDD_A

The 6 Principles of an AltAgency™ - the simplest and best model for most small agencies and firms. Hey agency owner... Ever feel like you're building a business that's running you instead of the other way around? I've been there. It sucks. But what if I told you there's a better way? Enter the AltAgency™ model. It’s built on 6 key principles that will transform your agency from a time-sucking monster into a lean, profitable machine. Here's the blueprint: 1. Multiple Income Streams We're not talking about juggling a million services. We're talking about strategic income from different buyer segments. Clients, subscribers, members and customers - each one a unique revenue stream opportunity. 2. IP Development & Packaging Develop your secret sauce with clients, then package it up for members and customers. Stay lean, stay profitable. 3. The Foundational Four™ Gain traction and keep it simple. No more shiny object syndrome. Just focus on what matters. One ICP. One Solution. One Conversion Method. One Traffic source. Get to consistent $30-$50k/month 4. Demonstrate Expertise to Create Demand Forget chasing clients. Make them come to you by showcasing your brilliance. This doesn’t mean just teach teach teach. Drop insights, share your process, provide proof. 5. Lifestyle-First Business Design Build your business around the life you want, not the other way around. Novel concept, right? 6. Quarterly Treks™ 1-2 key priorities every quarter. That's it. Consistent progress without the overwhelm. It can be simple if you let it. I've done it. Hundreds of our clients have done it. And you can too. Want the full breakdown of how to implement these principles in your agency? 👉 Click here to download our comprehensive AltAgency™ guide → https://lnkd.in/gKKuiXcF It's time to build an agency that serves you, not traps you. To your freedom, Greg P.S. Tired of feeling like a hamster on a wheel? Download the guide now and start building your AltAgency™ today. Your future self will thank you.

Agency owners, stop selling pie-in-the-sky promises. Your clients don't need grand visions - they need a roadmap. Show them the journey. Steps 1, 2, 3, and beyond. Why? Because it: 1. Reinforces your expertise 2. Builds confidence in your process 3. Maintains your status as the expert guide Remember: A visual map of your process isn't just pretty - it's powerful. It shows clients why each step matters and how it leads to their desired outcome. Don't just promise results. Show the path to get there.

Ego is the bane of many agency owners. When you start an agency, you’re often the sole contributor to deliverables. And as the agency grows, you get to start relying on others. But for many agency owners, they've 𝐚𝐭𝐭𝐚𝐜𝐡𝐞𝐝 𝐭𝐡𝐞𝐢𝐫 𝐢𝐝𝐞𝐧𝐭𝐢𝐭𝐲 to the deliverables the team is shipping. Thus, even when the team is counting on them for leadership, the owner is often spending more time in the weeds of tasks. This is a massive constraint for the agency. 𝐘𝐨𝐮 𝐰𝐢𝐥𝐥 𝐧𝐞𝐯𝐞𝐫 𝐠𝐫𝐨𝐰 𝐮𝐧𝐭𝐢𝐥 𝐲𝐨𝐮 𝐫𝐞𝐬𝐨𝐥𝐯𝐞 𝐭𝐡𝐢𝐬. Every agency owner has struggled with this on some level. But when you're that close to your business, it's often hard to realize that's your current issue. Unsure if this is you? Ask your team. If you're hiring people who want to be the best at their job, they're going to feel annoyed with you stepping in for every deliverable. Save yourself and your agency. Collect your ideas, package them up, and give them to your team. Let them run with the execution while you run your business. PS - If you want to see the 5 biggest mistakes agencies make in building a profitable and sustainable business, I’ve got a free mini course just for you (and everyone else who wants it). Get it at DynamicAgencyCourse(dot)com.

The reality of running an agency is... Different clients have different needs. Some clients will require more attention than others. This idea that you are going to cherry-pick your clients is nice in theory but breaks down in reality. You need to be able to serve and work with different types of business owners.