Results: In Just 3 Months

Profits increased by 32% while on PTO.

This agency owner was quickly approaching the biggest event of his life: becoming a father for the first time.

But instead of enjoying the excitement, he was feeling increasingly panicked with each passing day. As the agency’s main point of contact for clients, he was barely able to take a full weekend off, let alone a full month with his newborn.

This agency owner needed to make some operational changes fast before his business and family would be in serious trouble. 

Their Goals

With clients who had come to expect direct communication with the agency ower, he had to find a way to reestablish trust in his team to delegate these communications and project work. Otherwise, he would never be able to fully enjoy disconnected time with his newborn. 

With no idea where to start, he desperately needed help identifying what aspects of his process were preventing his agency from scaling efficiently, and how to manage expectations effectively with his clients. 

The Challenge

Like many other creative agencies, this owner was so deeply entrenched in daily operations, he had no time to invest in business development or strategize more efficient processes. Now that he had a finite time limit to turn his operations around, the pressure was on.

Stuck in the typical agency “feast or famine” cycle, he found that many of his clients viewed him as a workhorse (not a trusted advisor). He became a dumping ground for client work against his will, but with the inability to say no.  

This agency needed to initialize an “autopilot” mode fast, with clear boundaries, expectations and processes to guide both the internal team and existing clients.   

Their Goals

With clients who had come to expect direct communication with the agency ower, he had to find a way to reestablish trust in his team to delegate these communications and project work. Otherwise, he would never be able to fully enjoy disconnected time with his newborn. 

With no idea where to start, he desperately needed help identifying what aspects of his process were preventing his agency from scaling efficiently, and how to manage expectations effectively with his clients. 

Our Solution

After getting to the point where clients expected 24/7 communication with him, something had to change. The first step to taking back control of the agency’s operations was to establish and execute firm boundaries with both his team and clients. What clients were demanding most of his time? What clients were consistently overstepping the scope of agreed-upon projects? What clients were causing the agency more stress than return?

Once he had evaluated his client list, it was time to execute on his decisions. Some clients had to be let go entirely, some have their contracts renegotiated, and some were gently educated about the new communication boundaries within his industry. 

With our help, this agency owner was able to strategize a revitalized communication plan to sculpt the client roster he really wanted. 

The Result

Thanks to our operations overhaul this agency owner was able to enjoy a stress-free, disconnected month with his family while his business was increasing annual revenue without him. 

Before we reestablished these essential boundaries within his business, he was struggling to see $40K in revenue. Thanks to our communications revamp an client audit, he’s increased his net profit by a whopping 32%. 

Thanks to a roster of top-quality clients and an empowered team, he now has the confidence to allow himself to enjoy freedom in his life, and fufill his dream of being a busy creative agency owner. 

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Net Profit Increase

Time To Make A Change?

We work with highly motivated agencies who are looking for the tactics they need to scale.