Future-proofing your business model, capacity planning, and AM billables: Agency Q&A with Karl Sakas

Office Hours Recording from March 12, 2024

Get advice to future-proof your agency, improve your capacity planning, optimize your AM roles, and more—in the March 2024 episode of Agency Office Hours with Karl Sakas.

Want an outside perspective on how to grow in 2024? Check out “Phase 1” — and get custom advice in 4-6 weeks.

Click the links below, to “jump” directly to the Q&A video segment:

  1. Capacity Planning: “How can we project-out for sales and hiring?” [4:28] (with guest Lauri Eurén from Operating)
  2. Resource Management: “How should we consider team skillsets during project scheduling?” [15:09]
  3. Incentives: “How can we encourage employees to participate in capacity planning?” [19:06]
  4. Economic Growth: “If the economy grows in 2024, how might that impact our agency?” [23:30]
  5. Business Strategy: “How can we build our agency for tomorrow?” [25:24]
  6. Innovation: “How can agencies make time for exploring and testing new trends?” [29:08]
  7. Pricing: “How can we provide a ‘strategic’ discount when we test new techniques?” [30:04]
  8. Positioning: “How can HubSpot agencies attract clients who face a cookie-less world?” [33:31]
  9. AI & Legal: “How might agencies approach AI policies in their MSA?” [34:46]
  10. Services: “How can agencies think more strategically about their services?” [38:31]
  11. Account Management: “What account manager work is billable?” [42:14]
  12. Sales Process: “When should AMs get involved in new business development?” [48:42]
  13. Multiple Roles: “How should agencies manage ‘deputized’ AMs and PMs?” [54:13]

Top resources from the March 2024 event:

  1. Consider how your offerings fit into the Agency Services Framework.
  2. Test new things by framing them as “strategically free” (or discounted), on a limited-time basis.
  3. How to reposition as a strategy-first agency.
  4. Keep up with news in your clients’ industries.
  5. Help employees adopt an “ownership’ mindset.

Register here for future Q&A events (to ask a question, or RSVP to just listen in). Even if you can’t join live, register anyway to get early access to the post-event recording.

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