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Agency Blueprint

Robert Patin
Agency Blueprint
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  • Season 16 | Ep 188 | Boosting Agency Profit Margins Without Raising Rates
    What strategies for increasing profitability can you utilize without raising rates? While raising rates is a straightforward way to boost margins, it’s not always feasible due to market limitations or client resistance. In this episode of the Agency Blueprint podcast, we discuss actionable strategies for improving agency profitability without raising client rates. We further discuss the importance of having clean, organized financial statements as the foundation for making informed decisions. Listen in to learn how to leverage resource management tools to better allocate team resources, reduce inefficiencies, and ensure that every dollar spent contributes to the bottom line. Key Questions: [01:27] What mechanism do you have outside of raising rates that allows for you to be able to achieve higher profitability? [08:43] What steps can you take to reduce administrative costs and focus attention on where there’s true impact? [09:15] What steps can you take to course-correct underutilized or overworked team members for better profitability and team performance? [13:21] When should you consider hiring subcontractors versus maintaining full-time employees to improve profitability? [17:08] What are some other challenges or things people should be looking out for when looking to be more efficient? What You Will Discover: [01:50] The importance of having clean and organized financial statements to help identify overspending and make data-driven decisions. [03:05] How poor financial visibility can lead to overspending and inefficiencies in your agency’s operations. [05:38] Why delivery costs should not exceed 50% of revenue and how to address inefficiencies in your billable team. [07:28] How to reduce operational costs by analyzing administrative expenses, office overhead, and sales/marketing budgets. [10:05] How resource management tools can help you balance team utilization and improve overall efficiency. [12:00] Strategies for addressing underutilized team members, such as combining roles or reallocating responsibilities. [13:33] The pros and cons of hiring subcontractors versus maintaining full-time employees to improve profitability. [14:56] How to analyze the profitability of individual projects to identify inefficiencies, plus steps to address unprofitable projects. [17:13] The importance of conducting regular financial audits to identify unnecessary expenses and improve profitability. [18:14] How to implement cost-cutting measures carefully to avoid harming team morale or compromising service quality.
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  • Season 16 | Ep 187 | The Science of High-Converting Proposals
    Did you know that proposals are not the primary tool for selling services? A proposal is meant to seal the deal, not sell it, real selling happens long before the proposal is ever presented. In this episode of the Agency Blueprint podcast, I discuss the science of crafting high-performing proposals and bids. I further break down the critical steps to creating proposals that reinforce trust, articulate value, and ultimately close deals. Don’t miss this episode to learn how to avoid overloading proposals with unnecessary details or focusing too much on your agency rather than the client! Key Questions: [01:30] How can you ensure your client has "conceptual buy-in" before presenting a proposal? [03:26] How do you help clients overcome their disbelief or imposter syndrome to see the possibility of achieving their goals? [13:07] What steps can you take to ensure your proposal reflects the client’s background, challenges, and goals? [19:20] How can you personalize your proposal to make it visually appealing and easy for the client to understand? What You Will Discover: [01:30] The concept of "conceptual buy-in" and how emotional trust in your abilities is the foundation of a successful proposal. [02:40] How to structure pre-proposal conversations to address client pain points, goals, and motivations. [03:26] The psychology of sales conversations and how to help clients see a better future by fighting alongside them against their disbelief. [05:02] How to guide your client to navigate the gap between their current situation and their desired outcome. [06:50] How dumping value into a sales conversation—even with a non-qualified lead—can lead to long-term trust and future business. [09:52] The importance of discussing risk factors, likelihood of success, and cost considerations when presenting high-ticket services. [11:14] How to tap into the emotional core of your clients by addressing their fears, doubts, and desires in your proposal. [12:00] How to preemptively address objections by sharing stories of past clients who overcame similar challenges. [13:07] The importance of restating the client’s background, challenges, and goals to demonstrate that you’ve truly listened. [14:45] How to create a clear, step-by-step plan that reassures clients of your ability to deliver results. [16:18] How to present costs transparently and confidently after addressing all objections and aligning on the value you’ll deliver. [17:37] Avoid common mistakes like overloading your proposal with unnecessary details or making it not about the client. [19:20] The importance of creating a visually appealing and personalized proposal that stands out and resonates with the client. [20:00] Understand the buyer’s decision-making process and how to insert yourself into their research and evaluation phase.
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  • Season 16 | Ep 186 | The Transparent Leader
    Do you practice true transparency or are you one of those leaders who claim to promote openness while operating behind a veil of secrecy? Opaque leadership is damaging and often leads to mistrust, instability, and high employee turnover. In this episode of The Agency Blueprint, we discuss why authentic transparency in leadership is vital for building a cohesive, high-performing agency culture. Unlike opaque leadership, transparency builds trust, fosters alignment, and empowers teams to contribute to growth in meaningful ways. Don’t miss this episode to learn more about practical strategies for implementing transparency to create a more engaged and empowered workforce! Key Questions: [01:47] What are some of the biggest negative impacts you’ve seen from opaque leadership in agencies? [07:49] How can transparent leadership inspire individual team members to set and achieve their own personal and professional goals? [13:14] Are you consistent in your efforts to promote transparency, or are old habits creeping back in? What You’ll Discover: [02:04] How opaque leadership breeds insecurity, causing top talent to leave for more stable opportunities. [03:41] How a lack of transparency creates a “leadership vs. team” dynamic and hinders collaboration, innovation, and problem-solving. [07:49] How transparency opens up conversations about personal milestones, helping leaders and teams align personal and professional goals. [10:07] How transparency builds trust, opens communication at all levels, and shows that leadership values every team member. [10:50] How interdepartmental collaboration and unified information sharing are vital for sustainable growth. [13:14] Why consistency in transparency is crucial and how inconsistency can erode trust within your team. [14:08] Advice on practicing transparency: sharing long-term vision, strategy, and financial insights without overwhelming your team. [14:55] How having open feedback with your team empowers them to take ownership of solutions and builds stronger commitment. [16:50] How transparency builds alignment, trust, and collaboration that drive your agency forward and create a culture of ownership.
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  • Season 16 | Ep 185 | Success Shortcuts with TJ Slattery
    Is your business suffering from the Underpants Gnome Syndrome or do you have a step-by-step strategy for business growth and scaling? In this episode of The Agency Blueprint, I’m joined by TJ Slattery to discuss the common flaw of small business owners who have grand ideas without a clear roadmap to profitability. We further discuss the importance of understanding and clarifying one's goals and motivations as an entrepreneur. TJ is the owner and founder of Crow's Nest Consulting, a lifetime entrepreneur, and a strategic advisor. TJ harnesses his decades of experience to create clarity and stability for business owners immersed in the day-to-day and on the entrepreneurial island. Listen in to learn the necessity of identifying the "why" behind business goals in order to maintain focus and make informed decisions about new opportunities. You will also learn the importance tracking KPIs regularly and breaking down actions into smaller tasks to better understand what leads to success. Key Questions: [01:02] What is "Underpants Gnome Syndrome," and how does it relate to flawed business thinking? [03:41] How can entrepreneurs start identifying the missing pieces of their business to avoid missing out on step two of their growth? [06:24] What should entrepreneurs do when overwhelmed by too many options and unclear steps to take? [19:01] What practices would you suggest for someone who they are an entrepreneurial mind and everything is an opportunity? What You’ll Discover: [01:18] The "Underpants Gnome Syndrome" - how business owners often focus on big ideas without a clear plan to make those ideas profitable. [04:11] How entrepreneurs can reflect and identify changes needed to scale their business and achieve revenue goals. [06:41] How to avoid "paralysis from analysis" by focusing on clear goals and creating a structured, actionable plan for growth. [11:18] How to define your business goals and the underlying motivations to stay focused and avoid distracting ventures. [13:42] How to stay focused and avoid distractions by using self-imposed constraints for discipline. [16:46] The importance of understanding key business details and tracking the actions that directly contribute to success. [19:36] The importance of using KPIs and regular business performance tracking to stay on track. [22:11] The importance of defining the "why," measuring progress, and staying consistent as essential steps for business success. Get In Touch with TJ: WebsiteEmailLinkedIn
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  • Season 16 | Ep 184 | Results, Results, Results
    How do you track and present measurable outcomes your agency delivers to clients? Results are the backbone of client satisfaction, business growth, and long-term partnerships. In this episode of The Agency Blueprint, we discuss how to track and present measurable outcomes to clients. We explain the importance of understanding what to measure, how to encourage clients to share their successes, and the significance of highlighting these results in sales conversations. Don’t miss this episode to learn more about the critical importance of collecting and analyzing data in client-agency relationships! Key Questions: [00:34] Are you currently measuring the results your agency is delivering? [11:33] When is the best time for agency owners to gather data on the agency’s results—during the project or after its completion? [14:53] How many are too many data points that you can potentially find and use? [17:03] How do you position your agency in terms of ROI when discussing pricing with clients? What You’ll Discover: [01:24] The need to measure and show results -- comparing agency performance evaluation to investment assessment with a stockbroker. [03:00] Why results are crucial in branding and the importance of measuring impact, even when it’s hard to quantify. [05:03] Linking agency work with clear client goals to ensure focus and direction in achieving results. [06:15] The multiple factors contributing to success, and the importance of owning your piece of the impact. [07:41] How understanding and communicating results internally can improve retention and increase upsell opportunities. [08:11] The role of sales conversations in demonstrating your agency's ability to achieve results and create trust with clients. [09:08] How to measure agency verticals and services, and the importance of knowing where your services fit. [11:56] The importance of continuously collecting data throughout the engagement, even after the project has launched. [15:20] The critical role of monetary impact for clients makes it essential to measure this outcome for success. [17:40] How to position your agency as a valuable partner in driving business growth by emphasizing the long-term ROI. [21:41] Demonstrating results and building trust are crucial for client retention and positioning for growth in a competitive market.
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The Agency Blueprint Podcast is for Agency Owners looking to explore strategies for scaling a truly profitably agency, reducing stress and getting your personal life back. Hosted by Robert Patin International Best Selling Author, Business Coach and Contract CFO for Creative Agencies.
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