Client Boundaries, Retainers, Niching, and PM Software: Office Hours with agency expert Karl Sakas

Office Hours Recording from June 9, 2020

In the June 2020 episode of Agency Office Hours, we discuss:

  1. What to do when a sales prospect goes silent (3:40)
  2. CMO insights (12:55)
  3. Remote work predictions for agencies (20:03)
  4. How to approach negotiating shorter retainers (29:53)
  5. PM Software: Choosing PM software tools (47:39)
  6. Client Boundaries: Setting boundaries with difficult clients (56:52)
  7. Niching: How to choose a specialization as you niche-down on your agency’s services (1:10:48)
  8. Choosing between offering custom vs. productized services (1:28:34)

Here’s the “Reason-Options-Choose” client negotiation tool we discussed

Want the recording from the Client Onboarding training? It’s available here.

Join us for our next LIVE Agency Office Hours

Want free advice to grow your agency? Ask a question when you RSVP and I’ll choose 3-4 agency leaders to receive 10-15 minutes of free consulting advice. 

Don’t have a specific question? That’s OK; most people join in “listen only” mode—you don’t have to be on video.  

We offer Agency Office Hours the second Tuesday of every month!