Takeaways

• Start building systems before you feel “ready.”
  
  
• Client outreach is a numbers game, persistence wins.
  
  
• Hiring for skills you don’t have accelerates growth.
  
  
• Alumni connections can open unexpected doors.
  
  
• Creative social content humanizes your brand.

Check out Oliver's agency here:

Optican Edge

https://www.agencyuplift.co/email

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)

Takeaways:

• Claude’s “style” prompts let you analyze accounts through fresh lenses.
  
  
• You can simulate 100s of expert perspectives to improve creative ideation.
  
  
• Use Notion and Asana to build real-time dashboards powered by LLMs.
  
  
• Bain’s 30 value props make for powerful messaging test frameworks.
  
  
• AI can help uncover underserved audiences using identity + hobby data.
  
  
• Power laws mean chasing quantity can yield quality — with strategy.
  
  
• Skip the “AI agent” hype—insert AI where it enhances your decision-making.
  Taste is learnable: train on real ad performance, not assumptions.

Check out Brett's agency here:

The Creative Strategy Agency

https://www.agencyuplift.co/email

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)

Key Takeaways

• Incredible results alone won’t guarantee client retention - relationships matter just as much.
• Onboarding is a trust-building foundation, not a formality.
• A clear scope of work protects both you and the client from mismatched expectations.
• Regular, strategic communication reinforces your role as the expert.
• Making “invisible” work visible helps clients appreciate your strategy and effort.
• Define and communicate processes from day one to prevent ambiguity.
• Shorten time-to-action after a client signs to maintain excitement and momentum.

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)

Takeaways

• Agencies must evolve beyond platform expertise to messaging and creative.
  
  
• Great client results can’t make up for poor communication.
  
  
• Hiring needs to go deeper than interviews—use trial projects.
  
  
• Avoid client revenue concentration over 20%.
  
  
• DTC is saturated; expanding verticals is now essential.
  
  
• Good ops take time—slow down to build the foundation.
  
  
• Brighter Click now runs without the founder (except for sales).

Check out Colby's agency here:

Brighter Click

https://www.agencyuplift.co/email

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)

This is the 50TH EPISODE of the Agency Uplift podcast - holy crap!

To celebrate, I'm providing my mini diagnostic questions for you to ask yourself, reflect on, and gain huge insights from.

If you want to run through them personally with me on a 15 minute call, go to https://www.agencyuplift.co/mini

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)

Key Takeaways

• Cody started an agency for autonomy, impact, and leadership after working brand-side.
• Brand experience helps agencies better empathize with clients and avoid "echo chambers."
• Agencies must balance compassion with the courage to push back strategically.
• Everyone in an agency is always part of the sales team—retention starts from day one.
• COVID’s boom and bust taught Kinship about overhiring and managing headwinds.
• Kinship evolved from a niche influencer marketing agency to an e-commerce growth agency.
• Adding mandatory services like paid media and financial forecasting significantly improved retention and results.
• AI will reshape agencies; Kinship hired a Director of Automation to integrate it into operations.
• Major lessons: choose the right clients, say no to bad fits, pivot quickly, and focus on long-term partnerships.
• Strong core values and integrating them into every process is essential for agency growth.

Check out Cody's agency here:

https://www.kynship.co/

https://www.agencyuplift.co/email

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)

✅ Key Takeaways

• Your hires are underperforming due to lack of clear expectations, not lack of talent
• Role scorecards are essential for hiring, onboarding, and performance management
• A scorecard includes: mission, measurable outcomes, competencies, and cultural fit
• Hiring without scorecards creates ambiguity and misaligned expectations
• Scorecards guide better interview questions and help candidates self-select
• Scorecard-driven onboarding ensures alignment from day one
• Regular check-ins based on scorecard metrics replace subjective performance reviews
• Open scorecards foster team-wide feedback and accountability
• Scorecards evolve with promotions, role changes, or succession planning
• Clarity is key. Ambiguity is a growth killer

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)

Key Takeaways

• Fired on a Friday, freelancing by Monday: Phil’s agency journey began after an unexpected dismissal.
• Early growth came from four key relationships—proof that nurturing a tight referral network can fill an entire pipeline.
• Retainers + the first official hire were the “this is a real agency now” moment.
• Standardising services into a product catalogue ended price haggling and let the team quote proposals without Phil’s input.
• Founder bottlenecks are inevitable; recognising and delegating them is step one in scaling.
• True “lead problems” often start higher up the funnel—fix awareness and consistency first.
• Foundations beat gimmicks: streamlined tech stack (Zoho CRM → email, trimmed ad spend, live-chat bot) yielded seven-figure opportunities for a niche B2B client.
• Niching down to tech & engineering manufacturers keeps positioning razor sharp while still big enough to grow.

https://www.agencyuplift.co/email

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)