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PODCAST

Agency Blueprint

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.

business marketing

All Episodes

28:47

Season 16 | Ep 189 | Unlocking Growth Through...

Agency Blueprint ·

2025/06/20

Can you identify repetitive tasks in your agency that can be automated, delegated, or eliminated? When done correctly, automation can help you overcome overwhelm and scale your businesses effectively.In this episode of The Agency Blueprint, I’m joined by William Christensen to discuss the importance of automation, delegation, and elimination in scaling creative agencies. Will is the founder of Entrepreneurs Apprentice and the co-founder of Data Automation. He is known for his automate, delegate,

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20:22

Season 16 | Ep 188 | Boosting Agency Profit Margins...

Agency Blueprint ·

2025/06/13

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

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23:12

Season 16 | Ep 187 | The Science of High-Converting...

Agency Blueprint ·

2025/06/06

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

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18:42

Season 16 | Ep 186 | The Transparent Leader

Agency Blueprint ·

2025/05/30

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

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24:20

Season 16 | Ep 185 | Success Shortcuts with TJ Slattery

Agency Blueprint ·

2025/05/23

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

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23:17

Season 16 | Ep 184 | Results, Results, Results

Agency Blueprint ·

2025/05/16

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

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18:26

Season 16 | Ep 183 | Team Incentive Structures

Agency Blueprint ·

2025/05/09

Does your team feel disconnected from the agency’s success? Are incentive programs what’s going to keep your team engaged and invested in your agency’s long-term success?In this episode of The Agency Blueprint, I discuss how to create effective team incentive structures that foster collaboration, boost morale, and drive high performance. I explain how to structure incentives to balance personal achievement with teamwork, rewarding high performers without undermining collaboration.Don’t miss this

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23:50

Season 16 | Ep 182 | Creative and Design Talent...

Agency Blueprint ·

2025/05/02

Do you find hiring top creative design talent an overwhelming process, especially when relying on polished portfolios that don’t always reveal a candidate’s true abilities?In this episode of The Agency Blueprint, I’m joined by Fletcher Wimbush to discuss actionable strategies for making smarter, more confident hiring decisions. Fletcher is the CEO and founder of Discovered Performance Hiring Software and has dedicated a decade to tackling hiring's hardest problems. As an ethical AI proponent, he's

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23:01

Season 16 | Ep 181 | Automation in Client Onboarding

Agency Blueprint ·

2025/04/25

Client onboarding is more than just paperwork—it’s about setting the tone for a lasting partnership. How then do you streamline the process without losing the human touch that makes clients feel valued?In this episode of The Agency Blueprint, I discuss how automation can help streamline the client onboarding process while maintaining a personal touch. I explain the benefits of a positive onboarding experience and how bad onboarding can lead to micromanagement and dissatisfaction.Don’t miss this

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23:11

Season 16 | Ep 180 | Your Freedom Through Setting...

Agency Blueprint ·

2025/04/18

Do you often feel overwhelmed by constant client demands, unpredictable schedules, and the pressure to always be available? Establishing clear boundaries can help you regain control of your time and improve your client relationships.In this episode of The Agency Blueprint, we discuss how to regain freedom by setting professional boundaries in a respectful, structured way with clients. We explain the importance of clearly defining expectations around scope of work, communication tools, and response

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19:26

Season 16 | Ep 179 | Rolling Projections with Dan...

Agency Blueprint ·

2025/04/11

Why stick to a static budget when you could proactively predict your financial future with rolling projections? Continuously updating financial projections allows businesses to reflect actual performance and adjust to changing conditions.In this episode of The Agency Blueprint, I’m joined by Dan DeGolier to discuss valuable insights on financial forecasting, budgeting, and cash flow management for small and medium-sized businesses. Dan is the founder of Ascent CFO Solutions, has extensive experience

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20:27

Season 16 | Ep 178 | Selecting Your Marketing Channels

Agency Blueprint ·

2025/04/04

Are you an agency owner struggling to decide where to focus your marketing efforts for reliable lead generation and scalable growth?In this episode of The Agency Blueprint, I discuss the power of being strategic and intentional in your marketing approach, focusing on where your ideal clients already spend their time. I share my personal journey from doing everything to focusing on one strategy and optimizing every funnel stage—resulting in consistent and meaningful lead generation.Don’t miss this

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14:35

Season 15 | Ep 177 | How to Qualify Leads Quickly and...

Agency Blueprint ·

2025/03/28

Are you struggling to qualify leads quickly and efficiently, wasting time on unqualified prospects? Instead of immediately pitching services, the initial sales conversations should focus on evaluating the fit to save time and increase your chances of closing deals with the right clients.In this episode of The Agency Blueprint, we discuss strategies to qualify leads quickly and efficiently. We explain why asking the right questions, understanding a potential client’s needs, and knowing when to walk

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24:18

Season 15 | Ep 176 | Agency Data Insights – Client...

Agency Blueprint ·

2025/03/21

Are you ready to transform how your agency handles client feedback and elevates project delivery? To master agency workflows and create exceptional client experiences, you must streamline communication, reduce revisions, and deliver results.In this episode of The Agency Blueprint, I’m joined by Masud Hossain to discuss the art and science of managing client feedback while optimizing agency processes for efficiency and growth. Masud is the CEO of Queue, a platform designed to streamline agency

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17:07

Season 15 | Ep 175 | Developing Subscription-Based...

Agency Blueprint ·

2025/03/14

Could it be that you’re not maximizing your agency’s true value? While many agencies focus solely on tangible outcomes, you can tap into your most valuable offerings by separating and monetizing strategy.In this episode of The Agency Blueprint, I discuss how to identify strategy as a high-value service and the role of strategy-only models in driving agency success. I explain why implementing structured strategy phases not only aligns client goals with execution but also ensures continuous

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22:18

Season 15 | Ep 174 | Agency Investment – The Dos and...

Agency Blueprint ·

2025/03/07

Are you making the right financial decisions to scale your business effectively? Financial decision-making for business owners can be complex but differentiating expenses from investments and focusing on risk assessment and ROI can make a difference.In this episode of The Agency Blueprint, I’m joined by Calvin Wilder to discuss the dos and don’ts of agency investments. Cal is the founder and CEO of SmartBooks, where their team empowers business owners to run financially healthy businesses through a

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23:21

Season 15 | Ep 173 | A Balanced Scorecard for...

Agency Blueprint ·

2025/02/28

How can balanced scorecards and KPIs transform your business success? Well-designed performance metrics bring transparency, align teams, and streamline decision-making processes.In this episode of The Agency Blueprint, we discuss the transformative potential of balanced scorecards and well-structured key performance indicators (KPIs) for businesses. We also explain how to break down long-term objectives into actionable department-specific goals.Listen in to learn how full transparency with your team

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15:13

Season 15 | Ep 172 | Implementing a Client Feedback...

Agency Blueprint ·

2025/02/21

How can you elevate client delivery by harnessing the power of continuous feedback and improvement? Positive and negative client feedback is crucial and can inform strategies that boost retention, ROI, and long-term relationships.In this episode of The Agency Blueprint, I discuss the value of creating client feedback loops to uncover blind spots and enhance client experiences. I share effective methods to capture valuable client feedback, such as surveys, personalized check-ins, and exit

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34:59

Season 15 | Ep 171 | State of Industry and Prediction...

Agency Blueprint ·

2025/02/14

How can your creative agency thrive in an evolving industry? The current state of the industry demands creatives to learn strategies for growing a creative business and building stronger client relationships.In this episode of The Agency Blueprint, I’m joined by Emily Cohen and Hunter Vargas to discuss the state of the creative industry, the growing importance of transparency and collaboration, and more. Emily and Hunter, a mother-daughter duo behind Casa Davka, have over 30 years of combined

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26:57

Season 15 | Ep 170 | Client Churn Indicators with...

Agency Blueprint ·

2025/02/07

How can understanding client behavior and refining your processes transform your approach to retention and growth? By identifying behavioral cues that indicate potential churn, agencies can take preemptive steps to retain clients.In this episode of The Agency Blueprint, I’m joined by Masud Hossain to discuss churn indicators in agencies and how to improve client retention. Masud is the CEO of Queue, a platform designed to streamline agency operations. He’s a first-generation immigrant from

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