A West Coast demand-gen agency built a lineup of happy clients and a remote team of 15 employees—but while revenues were up, profit margins were down.
The agency had doubled in size in the previous year, growing from $1 million to $2 million in revenue. Their top line was up, but profitability was weak. The agency owner asked their head of operations to find someone who could help. She found me.
What I Did
The agency owner had a clear vision for where she wanted to be in the next few years, but wasn’t sure how to get there. After confirming we were a good match, I started a transformation consulting project. I analyzed their pricing, financials, products and services, personnel info, time sheets, and more.
Based on the data and analysis, I made a series of recommendations prioritized based on the client’s values, goals, and resources. I followed up with two months of implementation support coaching to help as the client followed the advice and documented the results.
Results for the Agency
The agency doubled its profit margins over the next year as they followed my advice. The owner also successfully survived losing their largest client, which represented one-third of their revenue.
The agency replaced the revenue, continues to grow today, and has even received an acquisition offer. The agency owner decided that she would continue growing her agency and sell for a higher price in the future.
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