marisa smith - get your agency's s*** 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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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 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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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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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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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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• 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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Resources
http://www.smallgiants.org http://www.eosworldwide.com
The IEP Method™
http://www.anesecavanaugh.com