get your agency together
TRANSCRIPT
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Get Your Agency’s S**t Together
Installing An Agency Operating System
Marisa Smith @wholebrainprez
Head Brainiac, The Whole Brain Group
1. A Little History
2. The Inspiration
3. The Journey
4. The Results (so far)
5. The Resources
AGENDA
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A LITTLE HISTORY
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Once Upon a Time….
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2 THE INSPIRATION
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The Inspiration: Small Giants
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The Inspiration: EOS
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The Inspiration: IEP Method (Intentional Energetic Presence)
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The A-Ha Moment
Victim
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Are you letting entrepreneurship happen to you?
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Are you ready to let go and accept help?
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3 THE JOURNEY
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Does everyone share your vision?
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Shared Vision of Success
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Shared Core Values
• We seek excellence in everything we do• We crave and nurture collaboration• Our communication is honest and respectful• Our service is enthusiastic and engaged• We are driven to learn and improve
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Shared Long-Term Target
To be recognized as a world-class inbound marketing agency with a highly-engaged team, delighted
customers, and deep roots in our community.
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Shared Passion
We are passionate about helping small businesses achieve their
visions.
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Shared Ideal Client Profile
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Shared 3-Year Picture
Where do we want to be in 2018?What will our agency look like?How will we measure success?
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Do you have the right people?
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Clear Accountability, Roles & Responsibilities
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Right People, Right Seats
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Are you in the right seat?
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Another A-ha moment
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Get in the right seat
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Are you focused on the right stuff?
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Clear Priorities + Compartmentalization
1 Year 90 Days Parking Lot
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Clear Priorities + Compartmentalization
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Clear Communication: Effective Meetings
• Visionary/Integrator L10 (Same Page)• Leadership Team L10• Client Service L10• Sales & Marketing L10• Development Team L10
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Is everyone on your team showing up for success?
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Clear Communication: Agreements• Time integrity• Maintain accountability• Respect the agenda• Assume Good• Be Prepared• Be Present• No Sidebars• Essential devices only
• Active participation• Solutions-minded• Be mindful of energy and
impact• Minimize distractions• Direct engagement• No Drama or Gossip
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Are you getting the results you want?
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Financial Transparency + DataWeekly all-staff review• Accounts Receivable• Cash on hand• Income projection• COGS + Expense projection• Net Profit projection• Access to P&L/Balance Sheet
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4 THE RESULTS (SO FAR)
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Once Upon a Time….
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• Monthly Website Traffic is up 400% over 2012
• Monthly Leads are up 300% over 2012 (added 7000 contacts since Sept. 2012)
• 20 - 40% Revenue Growth Per Year (Revenue has more than doubled since 2012)
• 0% Retainer Revenue in 2012 vs. 75% Retainer Revenue in 2015
• Gross Profit now averages 35 - 40%
• Average Salaries are 20% higher
• I’m working 40 hrs/week instead of 60, and 80% of it is in my sweet spot.
The Results: Since September 2012
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Don’t take it all on by yourself.
Ask for help.
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Don’t be a victim of entrepreneurship.
Be intentional.
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Don’t try to fix everything at once.
Be disciplined.
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5 THE RESOURCES
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Resources
http://www.smallgiants.org http://www.eosworldwide.com
The IEP Method™
http://www.anesecavanaugh.com
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Resources
http://www.thewholebraingroup.com/inbound15
