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  • Does Your Agency Sell Work That AI Does for Free? with Tom Lee | Ep #909

    Does Your Agency Sell Work That AI Does for Free? with Tom Lee | Ep #909
    2026/05/27
    Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you still optimizing your agency's content for Google while your clients are getting their answers from AI? Are you charging for the execution that AI is about to make obsolete, while giving away the strategy that commands real fees? Today's featured guest works with agencies navigating the shift from traditional search to generative engine optimization. He'll talk about what the Anthropic research actually says about how much of the work agencies do today can be automated, how AI reads content differently than Google does, and the practical steps any agency can take right now to show up in AI-generated answers before competitors figure it out. Tom Lee is an AI search and SEO specialist and co-founder of Visto, a platform that helps agencies build the visibility and optimization layer for the AI search era. Tom and his team advise agencies on generative engine optimization, or GEO, and how to position their clients to show up in AI-generated answers across platforms like ChatGPT, Claude, Perplexity, and Google's AI Overviews. His background includes working inside large enterprise companies including Apple and Walmart, where he managed SEO at scale. He now works directly with SEO and GEO agencies helping them build the strategic frameworks and content systems that translate traditional search authority into AI visibility. In this episode, we'll discuss: Is your value proposition still execution? Why GEO does not replace SEO Repackaging existing content will get you nowhere Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. What the Anthropic Research Actually Says Tom referenced an Anthropic study published earlier this year that mapped out the theoretical automation potential across industries. For software development, AI can already handle around 35% of code generation, with a theoretical ceiling of 97%. For business and marketing functions including SEO, that ceiling is 94%. In his view, those numbers are not a reason to panic, but they are a reason to get clear on which part of the work you are actually selling. The agencies at risk are the ones whose value proposition is execution. Writing the content, building the links, pulling the reports: if that is what you are charging for, you are in the category that AI is actively compressing. The agencies that will hold their ground and grow their fees are the ones charging for judgment. Which topics to chase. Which content gaps matter. How to translate client expertise into something AI will actually cite. That is the 6% that automation cannot touch, and it is also the highest-margin work in the engagement. GEO Is Built on Top of SEO, Not Instead of It Something that gets lost in the noise around AI search is that GEO does not replace SEO. It extends it. Showing up in Google search results is still the foundation. What has changed is that showing up is no longer enough. AI reads content the way a human being reads it, evaluating whether the argument is convincing and whether the source is credible, not just whether the right keywords appear in the right density. That changes what good content has to do. The practical starting point Tom recommends is mapping what he calls the semantic space for a client: Identifying what topic areas people are actually raising in AI conversations that the client should be part of. From there, you translate that semantic space into specific prompts, run those prompts across the major AI platforms, and audit what comes back. Who is being cited? Where is the client showing up and where are they absent? What content is AI pulling from competitors that the client has not produced yet? That gap analysis is the strategic deliverable that commands real fees. It is also the work that no AI tool will do for you, because it requires knowing what the client actually wants to be known for. Why Repackaging Existing Content Gets You Nowhere Once you're clear about the topics your audience is looking for, there's something that will for sure not work the way many think it does. When you identify a content gap and ask AI to fill it, you get repackaged information drawn from the same sources the AI already used to generate the gap. That content does not move anything forward. AI knows where it got the data from. Recycled information does not earn citations. What earns citations is new data, original perspective, and subject matter expertise that advances the conversation rather than summarizing what already exists. The 5 step system Tom uses with his clients: Identify the content gaps Build...
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    28 分
  • 9 Years, Zero Churn: The Agency Positioning That Turns Clients Into Long-Term Partners with Brooke Sellas | Ep #908

    9 Years, Zero Churn: The Agency Positioning That Turns Clients Into Long-Term Partners with Brooke Sellas | Ep #908
    2026/05/24
    Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you still showing up for every function in your business after years because stepping back feels like abandoning what you built? Do you publish content consistently but wonder why it is not moving the needle? Today's featured guest owns a social media agency and built her client roster by getting on stage before she was comfortable doing so. She wrote a book that got her on the stages she wanted, and carved out a niche so specific that it made content marketers uncomfortable. In this conversation, she'll talk about how she landed enterprise clients with zero churn over nine years, what it actually takes to find a real differentiator, and much more. Brooke Sellas is the CEO and founder of B Squared Media, a Michigan-based agency offering social media management, paid media management, and social media customer care. Her social care practice works exclusively with enterprise brands at $5 billion and above in annual revenue, including long-term clients she originally closed nine years ago with zero churn since. She is the author of Conversations That Connect, a book built around the idea that social is a conversation channel, not a content channel. Brooke speaks at major marketing conferences, including Social Media Marketing World and now teaches AI at the University of California. In this episode, we'll discuss: Why your differentiator must be an outcome Being stuck in the Founder Evolution Framework Why hesitation regarding AI will kill your agency Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. How She Built a Client List Enterprise Brands Still Have Not Left Brooke's first two major clients came from a speaking appearance she almost did not take. She hated being on stage but agreed anyway. She closed Brother International and Miele from that first talk, and immediately made speaking her primary lead generation strategy. Nine years later, those clients are still with the agency. That zero churn across the social care practice is the result of a positioning decision made early: social is a revenue channel, not a content channel, and every client relationship is built around proving that. Getting on bigger stages required a longer game. Brooke spent years speaking for free, asked her network exactly how they were getting booked, and eventually took advice to write a book. The book cost around $25,000 to produce and self-publish. It opened stages that had been closed before. Social Media Marketing World followed because the book got in front of the right people and gave the organizer enough confidence to put her on stage. The ROI was not immediate. It compounded across years of bookings, consulting fees, and speaking revenue that now functions as a separate income stream while still generating agency leads. Your Differentiator Has to Be an Outcome, Not a Vibe Brooke is direct about what does not work as positioning. Saying your agency is a people-first agency, that you care more, that you have great culture: none of it separates you in a room where everyone is saying exactly the same thing. She spent years telling content marketers they were wrong, walking into rooms full of people who measured social by follower counts and publishing frequency, and saying the right metric is revenue from social. That took a stance. It made some people uncomfortable, and that discomfort was the signal she was in the right territory. The lesson she draws from her own experience is not that you need to be contrarian for its own sake. It is that your differentiator has to connect directly to a business outcome your client already cares about. Her agency's tagline is Conversation Not Campaign. That is a positioning claim with a revenue argument underneath it. If you cannot articulate what outcome your positioning produces for the client, you do not have a differentiator yet. You have a personality. Where She Is in the Founder Evolution Framework and What It Costs Her Fourteen years into building B Squared, Brooke is somewhere between Architect and CEO and honest about what that means in practice. She still runs most things. She knows it is holding back growth. She also knows that the identity piece is real: when you have built something for over a decade and your name is synonymous with what the agency delivers, stepping out of that role is not just a structural decision. It requires a different relationship with your own sense of contribution. What she articulates clearly is the tension every founder ...
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    31 分
  • What Does a 78% Close Rate Actually Tell You About Your Sales Process? With Jen Jurgens | Ep #907

    What Does a 78% Close Rate Actually Tell You About Your Sales Process? With Jen Jurgens | Ep #907
    2026/05/20
    Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you charging for execution when clients are about to stop paying for it? Are you building your sales process around your offer instead of around your prospect's trust? Today's featured guest built a growth workshop that converts 78% of buyers into long-term retainer clients. In this episode, she'll get into what that workshop actually contains, why the entry offer might be the thing keeping it from scaling, how to stop your CEO from chasing shiny quarters mid-engagement, and what happens when you position strategy as the product instead of execution. Jen Jurgens is the founder of 1 Bold Step, a revenue operations agency based in Michigan. Her background is in supply chain management, which is where she developed the belief she will die on: sales and marketing is a process, and processes can be measured, improved, and optimized. One Bold Step is a HubSpot partner and works primarily with B2B clients on pipeline growth, campaign optimization, and revenue systems. In this episode, we'll discuss: Focusing on pipeline growth as a primary metric Creating a foot in the door for Jen's growth workshop Selling the process, not the deliverable Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Toggl: Most agencies are losing 15–30% of their profit every year: lack of time tracking, messy manual timesheets, scope creep, untracked revisions, and all those "quick" client requests that never get billed. Toggl has created a fast, interactive way to uncover exactly where your margins are leaking. Start your investigation now at toggl.com/smartagency and use the code SMARTAGENCY10 at checkout for a 10% off annual plans. The Case for Charging for Strategy Before Execution Jen comes at pricing from a supply chain logic: if you can measure the outcome, you can defend the price. Her agency focuses on pipeline growth as its primary client metric because it is the number most directly connected to revenue and the one she can credibly influence within a defined timeframe. Monthly reports go out, and every quarter there is a two-hour retrospective with the client covering what was committed to, what actually happened, what worked, what did not, and what the next 90 days look like. The reason this cadence holds is that it makes the strategic layer of the engagement visible. Most agencies send reports that clients stop reading after the first month because the data is wrapped in jargon and disconnected from business outcomes. Jen's approach is the opposite: tie everything to pipeline, show up in person or on screen quarterly, and use an Agile sprint structure to keep the client's attention from jumping to whatever crossed their desk that morning. That level of structure is the thing clients are actually paying for, and most of them do not know it until it is explained to them directly. Why Your Entry Offer Might Be the Reason Deals Stall Jen's growth workshop has a 78% conversion rate from buyer to long-term retainer. That is a strong number. The problem is on the other side of the funnel: getting prospects to say yes to the workshop in the first place. The workshop is currently priced between $10,000 and $15,000, takes 100 to 120 hours of agency time to deliver, and goes deep enough that Jen describes it as showing clients not just what they want but what they actually need. It is comprehensive. It is also a significant ask before any trust has been established. The Foot-in-the-Door principle exists precisely for this situation. A $10,000 to $15,000 entry requires founder-level credibility to close and has no on-ramp for prospects who are not yet convinced. What it needs is a smaller version that a prospect can say yes to at low risk, that delivers a real insight in a short window, and that makes the full workshop the obvious next step rather than a leap of faith. The mechanics are straightforward: charge $1,000 to $2,000 for a focused diagnostic session, frame it as a mutual qualifier, and let the output do the selling. The trust the mini-session builds is what removes the friction from the larger close. Selling the Process, Not the Deliverable Jen describes what she actually does in the growth workshop as taking the client's assumptions about what is blocking their growth and replacing them with what is actually blocking their growth. Nine times out of ten, a CEO who says they need more leads is sitting on an unconverted database, a sales team sitting on two-year-old proposals, or five product lines with no prioritization. More leads into a leaky bucket is not a solution. The ...
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    24 分
  • Why Your Agency Grows Slower When You're the Best Person on the Team with Olivier Bridgeman | Ep #906

    Why Your Agency Grows Slower When You're the Best Person on the Team with Olivier Bridgeman | Ep #906
    2026/05/17
    Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Have you ever hired someone to free up your time and found yourself working more hours than before? Have you hit a point where your reputation for quality is actually the thing keeping you stuck in every project? Today's featured guest and his wife have been building their agency for over 22 years. For most of that time, the business ran on referrals, no defined niche, and two founders doing most of the work. Six years ago, they got serious about building a real team. In this episode, he talks honestly about what that transition looked like, why his technical strengths became a liability as the agency grew, how a lack of sales infrastructure was quietly making their delivery problems worse, and what the shift to actually picking clients has done for their operations. Olivier Bridgeman is the co-founder of Bridge Media, a marketing and web agency serving businesses in residential construction, renovation, and maintenance—recognized as the builders of credibility. Although it has been operating for over two decades, Olivier and his wife made the decision to build a real team and install the infrastructure that would let the business grow beyond them just six years ago. The agency now has 11 people, and Olivier is in the process of evolving out of the operator role and into something closer to CEO, working through the mindset and structural challenges that come with that shift. In this episode, we'll discuss: The expected cost of adding more people When your biggest strength turns you into a bottleneck Fixing sales to fix the delivery problem Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Herringbone Digital: If you're thinking about exiting now, planning a few years ahead, or just want to understand your options, you should know about Herringbone Digital. They're not a typical financial buyer. They're operators who actually understand what it takes to build and scale an agency because they've done it themselves. Their approach is simple: invest in great founders, protect what's already working, and help agencies scale faster. Go to https://www.herringbonedigital.com/swenk and start the conversation. Why Adding People Made the Work Harder Before It Got Easier After years of being the sole force behind the business, the motivation to build a team was simple: bring on people, hand off work, and get time back. The reality was that the first hires created more work, not less. Olivier and his wife had to deliver their own work, review and redo the team's work before it went to clients, manage schedules, clarify responsibilities, and absorb the cost of onboarding, all at the same time. This is the Manager stage in full effect, and it is the stage where most founders assume something is broken when it is actually just the expected cost of the transition. What Olivier describes is exactly what makes this stage so difficult: you used to know what you were doing every afternoon. Now you have to manage your own calendar and everyone else's. The invisible work of managing people, training them, setting expectations, and maintaining quality does not show up on any timesheet. It just accumulates. The goal is to move through this stage quickly, not to stay in it and hire more people on top of it. When Your Biggest Strength Becomes the Bottleneck Olivier's programming ability, which was his edge at the start, became a trap as the team grew. When you are the best technical person in the room and there is a problem in front of you, the reflex is to fix it. It is faster. It is cleaner. And it quietly signals to the team that you do not trust them to solve it themselves. The pattern is common across founders who built their agencies around a specific skill. The capability that created the business eventually becomes the reason the founder cannot leave it. Every time Olivier jumped in to fix something, he was reinforcing the team's dependency on him rather than building their ability to handle it independently. The structural answer is not to stop caring about quality. It is to raise the standard through coaching and systems rather than through personal intervention. The goal is a team that can hit 80 percent of what you would have done, on their own, then coach them to 82, then 85. Perfection is not the benchmark. Capability without you is. What Fixing Sales Did to Their Delivery Problem For most of Bridge Media's existence, new business came through referrals and local relationships. That felt safe. ...
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    33 分
  • How to Build an Account Management Team That Owns Client Outcomes with Michelle Keckler | Ep #905

    How to Build an Account Management Team That Owns Client Outcomes with Michelle Keckler | Ep #905
    2026/05/13
    Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are your account managers drowning because you never built the system around them? Are you still the one clients call when something goes sideways, even though you hired someone to handle that? In seven years, today's featured guest and her co-founder built a team of six and developed an account management structure that worked well enough to earn a speaking slot at Elevate. She'll break down the exact touchpoint cadence her agency uses to retain clients and grow accounts, what she looks for when hiring account managers, and what it took to actually get out of the way. She'll also share what makes a co-founder partnership work when so many of them fail. Michelle Keckler is the co-founder of KNC Marketing, a full-service digital marketing agency based in Nashville, Tennessee. She and her co-founder Danielle launched the agency after Danielle was laid off from a company they both worked at. Within two months they had enough clients for Michelle to leave her corporate job. Michelle spoke at Elevate and has been a member of the Agency Mastery Mastermind. Her focus inside the agency is on client relationships, account management structure, and building a team that can own outcomes without founder involvement. In this episode, we'll discuss: How to set your account managers for success What to look for in an account manager Why letting go is not a one-time decision Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Toggl: Most agencies are losing 15–30% of their profit every year: lack of time tracking, messy manual timesheets, scope creep, untracked revisions, and all those "quick" client requests that never get billed. Toggl has created a fast, interactive way to uncover exactly where your margins are leaking. Start your investigation now at toggl.com/smartagency and use the code SMARTAGENCY10 at checkout for a 10% off annual plans. The Account Management System That Actually Retains Clients For Michelle, the first step to setting her account manager for success is to hand off ownership of that account to them right away and make that clear to the client. After that, they rely on a structured cadence built around three consistent touchpoints: weekly status updates so clients always know where things stand, monthly meetings to review campaign metrics and look at the next 30, 60, and 90 days, and quarterly business reviews that step above the day-to-day to assess overall direction and impact. What makes the cadence work is not the frequency. It is what happens inside each touchpoint. Michelle is specific about this: the monthly meeting is more than just a metrics review. It is an opportunity to ask the client what has changed in their business, whether they made a key hire, lost a team member, or landed a new account that shifts priorities. Often agencies get so focused on delivering the work that they stop asking questions that would help them serve the client better. That gap is where accounts quietly go sideways before anyone notices. Who to Hire for Account Management (And What to Actually Look For) Account management is one of the hardest roles to hire for because it requires a combination of skills that rarely come packaged together. Michelle is direct about this: you are looking for someone who can sit in a room with a client, speak confidently about the work, handle a difficult pricing conversation, and bring enough business understanding back to the internal team to actually inform strategy. She calls it a unicorn role, and she means it. What she's learned through experience is that marketing background matters less than business acumen and leadership mindset. Several of their best account managers came from strong business backgrounds with no formal marketing experience. They hired for values alignment and problem-solving ability, then trained the rest. The interview process shifted from culture-fit questions toward situational ones: how would you handle a frustrated client, tell me about a hard conversation you navigated. Knowledge can be taught. The instinct to lead a client relationship under pressure cannot. Getting Out of the Way Is a Decision You Have to Make More Than Once Michelle is honest about the fact that letting go of account management was not a one-time decision. It was a pattern she had to interrupt repeatedly. Early on she stayed involved because she knew her first hire personally. As the team grew, the justification changed but the behavior did not. advice from Darby, Agency Mastery's Agency Scale Specialist, to take the floaties off...
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    27 分
  • The Agency Incubator Model: How to Fund SaaS Products Through Clients Instead of Investors with David Carnes | Ep #904

    The Agency Incubator Model: How to Fund SaaS Products Through Clients Instead of Investors with David Carnes | Ep #904
    2026/05/10
    Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Are you running multiple things at once and wondering why none of them are moving as fast as they should? Are you still the one every project, every client, and every decision routes through, no matter how many people you have on your team? Over nearly three decades, today's featured guest didn't just run an agency. He turned it into an incubator, spinning up multiple SaaS companies, a mobile app, and an accessibility tool, all funded and validated through a model most founders have never tried. In this episode, he'll get into how he built products without outside investors, why the bottleneck is always at the top of the bottle, and what it actually took to step out of the operator seat after 28 years in it. David Carnes is the co-founder of Arcstone, a digital agency based in Minneapolis that has been operating since 1997. Over the course of his career, he has launched multiple companies from inside the agency, including a SaaS platform for associations built as early as 2000, a document management system called Wonderfile that was acquired by Blue Tie in New York, and NC, an accessibility scanning tool built initially for Arcstone's own quality assurance needs. His wife now runs Arcstone as CEO. David currently sits in the CFO seat, operating across all three businesses as an advisor and strategic layer rather than a day-to-day operator. In this episode, we'll discuss: Creating the structure to run several businesses and not be in the middle of everything Why the founder bottleneck is a trap you can learn to avoid Understanding the importance of creating dedicated AI roles Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Herringbone Digital: If you're thinking about exiting now, planning a few years ahead, or just want to understand your options, you should know about Herringbone Digital. They're not a typical financial buyer. They're operators who actually understand what it takes to build and scale an agency because they've done it themselves. Their approach is simple: invest in great founders, protect what's already working, and help agencies scale faster. Go to https://www.herringbonedigital.com/swenk and start the conversation. Funding Products Without Giving Up Equity One of the most practical lessons owners can take from David is how he funded multiple software products without investors. The model is straightforward: go to existing clients or a relevant group, identify a shared problem, and ask them to collectively fund the build in exchange for lifetime access. For AMO, six or seven associations each kicked in eight thousand dollars. For a later mobile event app, fifteen associations each contributed five thousand. In both cases, David had enough capital to build, immediate users providing real feedback, and zero equity given away. The reason this works is the same reason the Foot in the Door methodology works inside agency sales. A small, committed financial investment creates accountability on both sides. The customers who fund it show up with feedback because they have skin in the game. The builder ships something real instead of overbuilding in isolation. David was explicit that his own tendency to overcomplicate a product shrinks significantly when real users are in the room from day one. Too Many Plates, Not Enough Structure Building multiple companies inside one agency creates a specific kind of chaos. David called it too many plants in one pot. The companies start competing for the same resources, the same attention, and the same management bandwidth. His early answer to this was to stay in the middle of everything, which meant every decision still ran through him. The shift did not come from a framework or a book. It came from maturity and, eventually, necessity. When his wife stepped into the CEO role at Arcstone and dedicated management teams formed at AMO and NC, David moved into the CFO seat and took on what he called a monster back role, someone who can move across the whole field without being anchored to any single function. That is not a role most founders reach quickly, and he is honest about the fact that he still gets pulled back in when a longtime client or friend asks for something. The trap is familiar: you step in, you mean well, and in doing so, you signal to your team that you do not trust them to handle it. Founder Bottleneck Is a Pattern, Not a Personality Flaw David does not pretend he solved the founder bottleneck problem cleanly. In reality, ...
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    32 分
  • How One Bad Hire Turns a Marketing Agency Owner Into the Bottleneck with Scott Leff | Ep #903

    How One Bad Hire Turns a Marketing Agency Owner Into the Bottleneck with Scott Leff | Ep #903
    2026/05/06
    Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training What if hiring smart people and getting out of your way was not enough to build a self-managing agency? Today's featured guest will talk through the decisions most agency owners get wrong: when to stay involved, when to let go, and how the absence of rigor compounds into structural problems you won't even notice until you're stuck. He'll talk about how bad hiring decisions led him to become the bottleneck, how he's trying to fix that, as well as why your "number" for how much your agency is worth is probably based on nothing, and the one financial habit that gives you genuine optionality. Scott Leff is the founder of Leff, a B2B content marketing agency serving global professional services firms and nonprofits for over 16 years. His background spans business communications working as a managing director for a big brand, as well as a 22-month stint leading communications for Chicago's bid for the 2016 Olympic Games. When the bid failed in the first round, he found himself in a period of reinvention. With the gig economy just taking off, he decided it was time to hang up his shingle. He started to take freelance work, which eventually led to hiring and forming his own business. This agency grew steadily, exploded during COVID, and is now navigating the reassessment most established agencies are facing in a shifting market. In this episode, we'll discuss: Why becoming the bottleneck isn't always about control The hiring rigor every owner should have Which metrics are you tracking? Why declining revenue doesn't equal failure Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Toggl: Most agencies are losing 15–30% of their profit every year: lack of time tracking, messy manual timesheets, scope creep, untracked revisions, and all those "quick" client requests that never get billed. Toggl has created a fast, interactive way to uncover exactly where your margins are leaking. Start your investigation now at toggl.com/smartagency and use the code SMARTAGENCY10 at checkout for a 10% off annual plans. Knowing What You Should Never Have Delegated For the first ten-plus years of his agency business, every meaningful decision flowed through Scott or his business partner. That wasn't always a problem, but as the agency grew and decision-making had to push down through a management layer, cracks formed. Not because the team was incapable, but because they were being handed authority without the context, direction, or support to use it well. Hiring is the clearest example Scott points to. He gave department managers the autonomy to bring in their own people, which was a reasonable call on paper. But in a culture-driven organization like an agency, where your people are both your product and 80% of your overhead, that's the one decision you can't outsource and expect to get right. The fix wasn't micromanaging the process. It was figuring out the specific places where the founder's perspective is irreplaceable, and staying in the conversation there, even when it's uncomfortable to be involved. Hiring Rigor Is Not Optional and Most Agencies Are Winging It Scott attended a conference session led by someone who'd overseen hiring at Amazon and other large organizations. The biggest takeaway was a story about Jeff Bezos showing up to a debrief with three to four pages of handwritten notes on candidates, while everyone else showed up with nothing. That level of intentionality is what most agencies are missing entirely. The real problem isn't that agency owners don't care about hiring. It's that they go in underprepared, unclear on exactly what they're looking for, leaning on gut instinct, and writing role descriptions that don't reflect the actual job. To ensure you're getting applications from candidates that truly align with your agency and the required role, every part of the hiring process should be a test. Attention to detail? Bury the real application instructions at the bottom of the job post and see who finds them. Hiring a senior exec? Don't tell them much, give them a week and ask them to come back with a 90-day success plan. If they dive into answers before they ask a single question, that tells you everything. The point isn't the process for its own sake. It's that rigor on the front end reduces the cost of being wrong, and in an agency, being wrong on a hire is expensive for a long time. Watch Who You're Hiring From: Big Agency Talent Doesn't Always Travel Well There's a version of agency hiring that looks like a smart move: pull experienced people from larger, more ...
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    39 分
  • How AI Tools Helped a 24-Year SEO Agency Vet Scale 5x Faster Without Burnout with Navneet Kaushal | Ep #902

    How AI Tools Helped a 24-Year SEO Agency Vet Scale 5x Faster Without Burnout with Navneet Kaushal | Ep #902
    2026/05/03
    Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training What separates the agencies growing through the AI wave from the ones quietly shrinking? Do you think you are on the right side of that line? Today's featured guest claims his agency has grown faster than ever in these recent years of AI ubiquity. He'll break down how 24 years of process obsession set him up to capitalize on AI before his competitors even stopped panicking. We get into the real mechanics of building SOPs that survive scale, why founders keep sabotaging their own teams (and how to stop), and how personal branding turned his sales calls into qualification calls. If you're running a $1M+ agency and still feel like the bottleneck, this one is going to sting a little, in the right way. Navneet Kaushal is the founder and CEO of Page Traffic, a white label SEO agency he's been building since 2002. He's since navigated every major algorithm shift, scaled through multiple hiring cycles, and now uses AI to encode decades of institutional knowledge directly into his systems. He's also built a recognizable personal brand through conference speaking worldwide and a growing YouTube channel, a move he credits as one of the top three drivers of his agency's recent growth. In this episode, we'll discuss: Building systems early on When founders undermine their teams Life after leaving the operator role: focusing on personal brand Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Herringbone Digital: If you're thinking about exiting now, planning a few years ahead, or just want to understand your options, you should know about Herringbone Digital. They're not a typical financial buyer. They're operators who actually understand what it takes to build and scale an agency because they've done it themselves. Their approach is simple: invest in great founders, protect what's already working, and help agencies scale faster. Go to https://www.herringbonedigital.com/swenk and start the conversation. Building Systems That Outlast the Founder Navneet has been doing SEO since before Google Penguin existed, back when keyword stuffing and reciprocal link building were legitimate strategies. Back then, barely anyone knew what SEO was and training people took a long time, so Navneet started growing his team by investing in three-day training sessions and hiring only those who would, by the end, understand basic SEO concepts. This initial investment in training also led him to focus on building SOPs since 2002, with his first being a printed sheet for reciprocal link building. That early process obsession became the foundation everything else was built on. More recently, he develops new SOPs by explaining the process to someone sitting next to him while simultaneously recording a Loom video. That method forces clarity. If he can't explain it simply enough for someone else to follow in real time, the SOP isn't ready. His onboarding process reflects the same rigor as Navneet's agency has grown to a 120+ person team and is regarded as one of the largest dedicated SEO agencies in India. Every new hire goes through a minimum six-to-eight-week onboarding, and every training module ends with a 100/100 quiz requirement. No partial credit or exceptions. That standard has kept quality consistent as the team scaled. The system doesn't bend to accommodate shortcuts. The hire rises to meet the standard, or they don't make it through onboarding. The Rubber Band Effect: When Founders Undermine Their Own Teams Even after he had the systems, the team, and the leadership layer in place, Navneet still felt the pull to go back and do the work himself. Not because the team wasn't capable but because SEO has always been his hobby. He genuinely enjoys it. So he'd chime in, jump back into SOPs, insert himself where he no longer needed to be. That's the rubber band effect. Your identity is still attached to the version of you that built the thing. Even when your role has shifted to CEO, part of you still wants to be the architect. The problem isn't the instinct, it's the impact. When a founder steps back into a team member's lane, it creates confusion about ownership, slows the team down, and signals that their work isn't trusted. Navneet's saving grace is that his longest-tenured employees have been with him for 17 to 20 years. They know his temperament and don't rattle. But for any founder with a younger team, this behavior hits harder. The goal isn't to never feel the pull, but to...
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