Coaching & Consulting

Agency Discussion Groups (ADGs)

Join us for our quarterly agency discussion groups where we will tackle an important topic for the agency, design, marketing space. We will spend 20 to 30 minutes discussing and learning about the topic, and then the group will break out together in smaller groups to discuss the related topic and solutions on how to approach that topic.

ADGs are by invitation only. If you believe this group would be beneficial to you and you have additional questions, email us at [email protected].

Agency Consulting

We follow our proprietary protocol to consult with agencies that are in growth mode, are struggling with clarity around their business model, and or need to solve some growth complexities around growth ceilings they are navigating. Who does it work?

- We begin with a high level conversation about where you are at, and what issues you are having. We’ll explore team size, revenue size, and determine how your team structure is hindering or aiding your growth.

- We will then take the agency through our Interview/Survey Assessment that produces our 3rd party ‘Insights Document.’ This involves live and private interviews and well as team-wide surveys that reveal our consultative opinions. This assessment is called BURT and is required for engagement.

- Then we suggest taking different agencies through one of our four (4) additional assessments that the team participate in. These are:

1) FRAN Assessment. Financial assessment with labor benchmarks, metrics, and financial analysis for the past 3 years.
2) LUNA Assessment. Knowledge rhythms assessment on 4 key rhythms that allow for strong knowledge management and capture, which is the foundation to efficient service delivery for agencies.
3) ECHO Assessment. Client base health assessment on 4 key principles that determine if the agency is growing with the right set of clients. An unintentionally built client base can often be the cause for stagnated growth.
4) DANI Assessment. Team health and culture assessment on 4 key principles that drive an understanding of your team, and how to hire appropriately. Misaligned team or the lack of team training impedes growth in service organizations.
- Once surveys and assessments are completed, we have the consultative context we need to lead the owners and leaders through retreats that solve for their issues, and prepare them to roll changes into the team and operations.

- Our retreats involve education, as this is the foundation of understanding why changes are being suggested.
- After the retreat with the owners and/or leaders, we will usually lead a team retreat as well to bring the culture around to the new structure that is being implemented to address the growth issues.
- To support our consulting clients, we also use coaching sessions and messaging sessions to support the barriers that owners and leaders will inevitably hit during this change management process. The number of sessions depends on the complexity of the engagement and how long the process is predicted to take.