Marisa Smith - Get Your Agency's S*** Together

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Get Your Agency’s S**t Together

Installing An Agency Operating System

Marisa Smith @wholebrainprez

Head Brainiac, The Whole Brain Group

1. A Little History

2. The Inspiration

3. The Journey

4. The Results (so far)

5. The Resources

AGENDA

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A LITTLE HISTORY

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Once Upon a Time….

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2 THE INSPIRATION

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The Inspiration: Small Giants

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The Inspiration: EOS

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The Inspiration: IEP Method (Intentional Energetic Presence)

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The A-Ha Moment

Victim

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Are you letting entrepreneurship happen to you?

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Are you ready to let go and accept help?

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3 THE JOURNEY

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Does everyone share your vision?

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Shared Vision of Success

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Shared Core Values

• We seek excellence in everything we do• We crave and nurture collaboration• Our communication is honest and respectful• Our service is enthusiastic and engaged• We are driven to learn and improve

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Shared Long-Term Target

To be recognized as a world-class inbound marketing agency with a highly-engaged team, delighted

customers, and deep roots in our community.

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Shared Passion

We are passionate about helping small businesses achieve their

visions.

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Shared Ideal Client Profile

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Shared 3-Year Picture

Where do we want to be in 2018?What will our agency look like?How will we measure success?

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Do you have the right people?

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Clear Accountability, Roles & Responsibilities

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Right People, Right Seats

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Are you in the right seat?

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Another A-ha moment

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Get in the right seat

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Are you focused on the right stuff?

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Clear Priorities + Compartmentalization

1 Year 90 Days Parking Lot

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Clear Priorities + Compartmentalization

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Clear Communication: Effective Meetings

• Visionary/Integrator L10 (Same Page)• Leadership Team L10• Client Service L10• Sales & Marketing L10• Development Team L10

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Is everyone on your team showing up for success?

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Clear Communication: Agreements• Time integrity• Maintain accountability• Respect the agenda• Assume Good• Be Prepared• Be Present• No Sidebars• Essential devices only

• Active participation• Solutions-minded• Be mindful of energy and

impact• Minimize distractions• Direct engagement• No Drama or Gossip

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Are you getting the results you want?

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Financial Transparency + DataWeekly all-staff review• Accounts Receivable• Cash on hand• Income projection• COGS + Expense projection• Net Profit projection• Access to P&L/Balance Sheet

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4 THE RESULTS (SO FAR)

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Once Upon a Time….

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• Monthly Website Traffic is up 400% over 2012

• Monthly Leads are up 300% over 2012 (added 7000 contacts since Sept. 2012)

• 20 - 40% Revenue Growth Per Year (Revenue has more than doubled since 2012)

• 0% Retainer Revenue in 2012 vs. 75% Retainer Revenue in 2015

• Gross Profit now averages 35 - 40%

• Average Salaries are 20% higher

• I’m working 40 hrs/week instead of 60, and 80% of it is in my sweet spot.

The Results: Since September 2012

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Don’t take it all on by yourself.

Ask for help.

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Don’t be a victim of entrepreneurship.

Be intentional.

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Don’t try to fix everything at once.

Be disciplined.

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5 THE RESOURCES

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Resources

http://www.smallgiants.org http://www.eosworldwide.com

The IEP Method™

http://www.anesecavanaugh.com

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Resources

http://www.thewholebraingroup.com/inbound15

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THANK YOU!

Marisa Smith, The Whole Brain Group

[email protected]@wholebrainprez