I was on-site with a client to facilitate their leadership retreat. This included a morning session with the broader leadership team, a smaller executive session before lunch, and a 1:1 meeting with the owner before I flew home. In the short gap between morning...
You finally did it: you hired (or promoted) a Head of Delivery, Director of Client Services, VP of Delivery… maybe even a COO. You expected relief. But instead, things feel harder. More questions. More “Can you weigh in?” More awkward overlaps. More friction between...
You’re probably feeling the pressure to add services right now. A client asks your team, “Can you handle this, too?” A prospect says they want a “full-service partner.” A competitor bundles more than you do. AI makes some deliverables feel faster—and therefore (in the...
Buried in sales tasks, an overloaded agency owner asked me for help: “We are struggling with scaling our sales. I’ve handled sales for years, and it’s been hard to find someone who can close like I can. The problem is that I have to get out of the sales role so I can...
Want a better sales process at your agency? Stop thinking of it as a way to close every possible deal. Instead, build a process that helps you decide which opportunities deserve your team’s limited time, attention, and expertise. That distinction matters. A weak sales...
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