How I Work With Agencies
Every engagement is built around helping your agency become more profitable, deliver a consistently great client experience, and hit the goals you've set for the business.
Start With a Conversation
Before anything else, we talk. You share what's going on and what you're trying to solve. I ask questions. Most people walk away from that conversation with a clearer picture of what's actually happening in their business — even if we never work together.
If it makes sense to go deeper, we do.
Assess Current State
Most agencies know what they want to achieve. What's less clear is whether the systems and processes are in place to get there consistently.
The depth and focus of the diagnostic depends on where you are and what you're trying to solve. At the end, you get a written report with a clear picture of where your operations stand and a prioritized plan for what to address first. What happens next is up to you.
Implementation
If the diagnostic uncovers specific things to fix, we can work together to address them. Depending on what level of support you need, I can coach and support your team through the changes or take a more active role in leading the work.
Fractional COO
For agency leaders who want ongoing operational leadership, I can step into a Fractional COO role. You get a senior operations person without hiring full-time. I'll support you in keeping the agency running well, addressing challenges as they arise, and ensuring the business continues to support your agency's growth.
Where Agencies Typically Need the Most Support
Every agency is different, but the same areas come up again and again. These are the places where the diagnostic most often uncovers opportunities to improve:
- Project management
- Scope management
- Client and internal workflow mapping
- Client experience planning
- Client reporting
- Accountability charts
- Internal meeting structure
- Annual operational planning and quarterly roadmaps
- Team alignment
- Change management
This isn't a menu of services. It's a starting point for understanding where your agency stands — and where the biggest opportunities are.
