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INBOUND15
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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(general blank slide)
Once Upon a Time….
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(general blank slide)
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(general blank slide)
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(general blank slide)
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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
INBOUND15
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
INBOUND15
Are you getting the
results you want?
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Financial Transparency + Data
Weekly 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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(general blank slide)
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.
INBOUND15
Don’t try to fix
everything at once.
Be disciplined.
INBOUND15
5 THE RESOURCES
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Resources
http://www.smallgiants.org http://www.eosworldwide.com
The IEP Method™
http://www.anesecavanaugh.com
INBOUND15
Resources
http://www.thewholebraingroup.com/inbound15
INBOUND15
THANK YOU!
Marisa Smith, The Whole Brain Group
msmith@thewholebraingroup.com
@wholebrainprez

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