Teams | Collaboration | Customer Service | Project Management

It can be terrifying to allow your clients to “see how the sausage is made,” and this is one of the main concerns related to handling client communications within your project management or professional service automation software. While there are benefits to streamlining your client communications and inviting them into the system that runs your agency–benefits like visibility, client perception & efficiency–each of those benefits comes with some pretty intimidating risks.

Wanna know how a 200-person agency reduced churn by 50% from one year to the next? Even though Hawke Media is one of the most successful marketing agencies in the United States and they’ve scaled to hundreds of millions in annual revenue, their journey hasn’t been without bumps in the road. At the beginning of 2022, they saw client churn on the rise and their CEO, Erik Huberman, knew he had to adjust their strategy to address a new challenge.

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How does a simple merger result in a highly successful business that houses both agency and consulting practices under one roof, creating what very well may be the business model of the future? Bob Ruffolo, founder and CEO of IMPACT, joins the podcast to discuss his merger with The Sales Lion, and how that led to growth that surpassed their HubSpot peers and made their consulting services a primary source of company revenue.

What’s one mistake you’ve made as an agency leader you’ll never forget? Several guests on this show have shared the same exact answer: “I wish I’d invested in my own financial literacy sooner!” But, what financial metrics should you focus on the most? Even if you answer that question—how do you (and your team) impact those financial metrics that matter most for your agency?

How do you step away from an agency you spent years building and growing when it begins to threaten your home life? How do you restructure for the sake of a new, healthier lifestyle?

Want to win more clients (& keep them longer) in 2024? Of course you do! Offering a free benchmark consultation as part of your sales process might just be the key to doing both this year. In this episode with Chris Nault, Founder & CEO of Growth, he breaks down the process and results from his agency's 5-week experiment of adding a benchmark consultation into their sales and renewal processes. In this episode, you’ll hear from Chris.

Sign up for a free 30 day trial: https://www.teamwork.com/project-management-software/

If you’re still learning how to use Teamwork.com, sign up for one of our daily webinars: https://www.teamwork.com/webinars/

Sign up for a free 30 day trial: https://www.teamwork.com/project-management-software/

If you’re still learning how to use Teamwork.com, sign up for one of our daily webinars: https://www.teamwork.com/webinars/

Shauna Nuckles, founder of Advocation, joins the podcast today to discuss how unhealthy work practices led to her own medical crisis. She discusses the three types of burnout, as well as the tactics she uses with her team to help agency leaders have honest, transparent conversations to promote a stress- and burnout-free workplace.