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Agency Blueprint

Agency Blueprint

By: Robert Patin
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The Agency Blueprint Podcast is for Agency Owners looking to explore strategies for scaling a truly profitably agency, reducing stress and getting your personal life back. Hosted by Robert Patin International Best Selling Author, Business Coach and Contract CFO for Creative Agencies.Copyright 2021 All rights reserved. Economics Marketing Marketing & Sales
Episodes
  • Season 19 | Ep 219 | Most Agency Owners Overhire and Overdeliver
    Feb 13 2026

    Could your profitability improve simply by replacing instinct-driven decisions with clearer financial and operational data?

    In this episode of The Agency Blueprint podcast, I break down one of the most overlooked reasons agencies struggle to grow: scaling too fast, too blindly, and with too much gut instinct. I explain why many agency owners fall into the trap of hiring quickly, offering too many services, and over-delivering in an attempt to drive results, when in reality, these habits often erode profit, damage systems, and create long-term instability.


    Don't miss this episode to learn more about how to ground your decisions in financial benchmarks, operational clarity, and incremental improvements.


    Key Questions:

    • [00:32] Are you scaling too quickly out of instinct rather than insight?
    • [02:27] Are you overwhelming clients with solutions when all they need is one clear, stabilizing action?
    • [05:03] Are you unknowingly scaling chaos by growing a broken delivery system?
    • [09:14] Is over-delivery destroying your margins and setting unrealistic long-term client expectations?
    • [11:56] Are you trying to grow a model that isn’t structurally sound yet?


    What You’ll Discover:

    • [01:16] How instinct-driven decision-making leads agencies into chaos, especially as financial stakes grow.
    • [01:53] Why agencies must stop throwing every possible solution at clients when what they need most is a single strategic fix.
    • [03:07] Understanding that scaling isn't about adding more services—it’s about identifying which actions create measurable progress.
    • [04:03] A client case study showing how slowing growth and focusing on profitability created transformational results.
    • [05:39] How focusing on profitability over vanity metrics gives agencies greater long-term freedom and optionality.
    • [07:51] The importance of understanding basic financial statements and benchmarks, even for creative founders who dislike numbers.
    • [09:15] How over-delivery damages margins, creates unrealistic client expectations, and ultimately undermines long-term relationships.
    • [10:34] A home-building analogy illustrating why agencies must strengthen their foundation before trying to expand.
    • [11:56] Dangers of scaling prematurely – why many sub–$2M agencies must fix their model before chasing more leads and revenue.

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    14 mins
  • Season 19 | Ep 218 | Diagnose Before You Scale - The 3 Pillars and the Real Problems with Nick Avaria
    Feb 6 2026

    How often do you pause to examine whether growth is actually strengthening the business or simply stretching it thinner? Is your agency growing in size but shrinking in strength because of external pressures, or because your internal systems were never built to sustain real scale?

    In this episode of The Agency Blueprint podcast, I’m joined by Nick Avaria to discuss why so many agencies become less profitable as they grow. Nick is a serial agency entrepreneur who has scaled multiple agencies past seven and eight figures, buying and selling seven along the way. He has merged leadership teams and cultures and now helps agency owners escape burnout and build highly profitable, scalable businesses.


    Listen in to learn why agencies churn clients, not because of poor results, but because of poor service leadership. You will also learn how operational clarity directly shapes performance, accountability, and long-term scalability.


    Key Questions:

    • [01:00] How could your agency grow its revenue year after year yet still see shrinking margins and increased chaos?
    • [04:36] Are you defining “service” too narrowly, focusing on creative output instead of client leadership, communication, and insight?
    • [19:50] Are you truly facing a lead-generation problem, or is a deeper systems issue creating bottlenecks that you’re misdiagnosing?
    • [27:34] Is your agency tracking the right amount of data, or have you crossed into the zone of information overload where metrics no longer drive behavior?


    What You’ll Discover:

    • [01:32] The three core levers that determine pricing power, client retention, and long-term profitability: brand, price, and service.
    • [05:00] How exceptional performance can still result in client loss if communication and responsiveness fail.
    • [06:13] The three tiers of insights (marketing, business, and industry) and why they are essential to client leadership.
    • [09:25] The three pillars of service (education, experience, and expectation-setting) that shape a client’s long-term loyalty.
    • [12:24] The key dashboards agencies must maintain, including revenue forecasting, capacity management, and business development projections.
    • [18:15] Why many agencies are data-averse, and how creative leaders can become more confident with metrics.
    • [20:40] A clear ranking system for diagnosing agency issues: data first, people second, client lifetime value third.
    • [22:21] The importance of shared language within teams, aligning expectations so performance becomes measurable and objective.
    • [25:06] How to differentiate between employee performance issues and management failures caused by a lack of clear direction, tools, or training.
    • [27:58] How data should be used to adjust behavior and decision-making, not to overwhelm teams with endless numbers.


    Connect with Nick:

    • LinkedIn
    • 5-Hour Training
    • 8-Figure Agency Operations

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    34 mins
  • Season 19 | Ep 217 | Radical Candor & Toxic Positivity
    Jan 30 2026

    How much of your agency’s “positivity” is actually hiding unspoken frustration or declining performance? How would your culture change if every team member received honest feedback delivered with clarity and care?

    In this episode of The Agency Blueprint podcast, we discuss how agencies often swing between two extremes: brutal, demoralizing negativity on one end and sugar-coated, avoidant positivity on the other. We further explain how agencies that avoid direct conversations end up with chaos, resentment, and poor output disguised behind smiles and praise.


    Listen in to learn more about how to create a feedback culture rooted in honesty, transparency, and ownership.


    Key Questions:

    • [02:27] What do you feel like causes agencies to start spiraling into the position of toxic positivity?
    • [05:38] Where does it become a problem to give too much positive or negative feedback, and where can that balance be found?
    • [16:24] Are agency owners afraid of losing team members from being too direct?
    • [21:44] Are you holding onto outdated methods simply because they’ve worked before, even though your market has evolved past them?


    What You’ll Discover:

    • [01:27] How leaders often overcorrect, becoming either too direct or overly gentle, and the importance of finding the healthy middle.
    • [03:10] How different people respond to positive vs. negative feedback and how this impacts agency leadership.
    • [06:22] Why the balance between positive reinforcement and corrective feedback is rooted in honest communication.
    • [08:02] Why avoidance destroys performance and how leaders can shift toward acknowledgement without sugarcoating.
    • [11:19] How true A-players crave candid critique and reject coddling, helping leaders identify who belongs on their team.
    • [13:31] The importance of setting the right environment, private, contextual, and intentional, before giving constructive critique.
    • [15:36] How withholding “the why” behind decisions limits your team’s ability to grow independently and think creatively.
    • [16:31] The fear of turnover – why protecting culture and quality outweighs keeping the wrong people.
    • [18:20] A real-world agency example showing how toxic positivity breeds entitlement, resistance to change, and cultural instability.
    • [21:44] The discomfort teams feel when asked to grow beyond their comfort zone and how to navigate that tension with clarity and consistency.
    • [23:09] How industries advance and why agencies must avoid getting stuck in outdated creative or operational standards.
    • [25:32] How agencies must shift from outdated, tedious processes to modernized systems that enhance both client and employee experiences.
    • [28:01] The importance of psychological safety, where team members feel safe to grow, without removing accountability.

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    31 mins
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