Are you in a situation where key clients see you as their day-to-day contact at your agency? That’s not good—once you grow beyond 5-10 people, you shouldn’t be the contact.
You can swoop in and do fun client strategy work—and you’ll likely be involved in some degree of the sales process—but you shouldn’t be clients’ primary contact.
Why? Being the contact for every client doesn’t scale, so it hurts your ability to run the agency. You’ll never meet your financial goals, whether you want a lifestyle or high-growth agency.
You can fix this! It starts by passing new clients to someone else on your team.
Start with New Clients First
Switching long-term clients could easily take months or a year—or may never be doable, for some clients. Today, we’ll focus on brand new clients, who aren’t already used to your being their contact.