Run your business—and own your life Jason Call, founder of Handyman Marketing Pros, has been able to scale his business to over 150 clients with minimal staff — all while working the hours he wants to work, leaving him time for the important stuff. You, too, can manage and grow your business in a healthy way. Learn how to do so, while having a life you love...both inside AND outside of work! You’ll also hear from WP Engine’s Lindsey Haas and Marcus Lehnerz as they demonstrate Growth Suite, one of the tools Jason uses to help him on this journey. To register for the on-demand webinar, go to: https://highfive.getflywheel.com/en/how-to-scale-your-agency-webinar

1. Jason Call, Handyman Marketing Pros
Lindsey Haas, Flywheel by WP Engine
Marcus Lehnerz, Flywheel by WP Engine
How to Scale Your Agency While
Keeping Your Sanity
Run your business—and own your life

2. What You’ll Learn
● How to identify your core customer and the services/packages you offer
● How to build the systems and processes to “rinse and repeat” so your
delivery is flawless
● How to grow on-demand by adding services
● Growth Suite Overview
● Demo: Growth Suite by Flywheel - one of the tools to add to your quiver
● Q&A

3. Lindsey Haas
Founder
Handyman Marketing Pros
Jason Call
● Musician (find me on Spotify,
YouTube, etc.)
● From Arkansas (woo pig!)
● Love the mountains!
● Snowboard aficionado
● Hiking in Rocky Mountain
National park is my jam
● Reading is my favorite pastime
(and running my 3 boys all
over the city to sports)
Manager, Product Marketing
Flywheel by WP Engine
Marcus Lehnerz
● My background before joining the
WP Engine team was in Biophysics
● I love to get home to Denver to ski
whenever I can
● I’m the current Dungeon Master for
the WP Engine Omaha Office DND
group and love to paint minis!
Sr. Reseller Account Manager
Flywheel by WP Engine

4. Chat with other participants. Ask questions as we go.
We’ll answer as many questions as we can after
the presentation
Slides and recording will be
made available shortly after
the webinar
● Use “Q&A” to ask questions
of the panelists
● Use “Chat” to interact with
other participants

5. A little background…
• Career in banking/finance, ate my soul and I
left
• Generalist agency in 2018
• Niched in 2019
• Expanded services in 2020
• 2021 goal is $300K, biz requires 10hrs week
(with flex)
• 2022 goal is $500K, biz requires 0-5hrs week
• Sell by 2025 to focus on coaching and
community
• Business output is "inside out" expression of
leadership

6. Overview:
1. Identify core client / niche
2. Create packaged solutions
3. Create consistent source(s) of leads
4. Process / Systematize

7. Who do you seek to serve?

8. How to identify?
Group of people with
identical (marketing)
problems that you can solve
● Current/past clients you got great results for
● Industry you ENJOYED working in or are passionate about
● Underserved group that needs help
Create a brand that speaks to this
group
● Be unique and appealing
● Develop a case study to showcase results you can bring
Core Customer
End Result
● Crystal clear on who you
serve
● You become a student of
your industry
● You become a recognized
player in your space

9. Build packaged marketing
solutions

10. Why?
Marketing services that are
identical across your
customer base
● Consistent results
● Efficient application - you get more efficient over time
● Expert application - you get better over time (practice makes
perfect!)
Where to start?
● Start with your specialty and what you know (ex: website design
and SEO)
● Your clients WILL have other needs that you can identify. Then,
either: 1) learn within your team or 2) outsource
Pro tips:
● Don’t chase shiny objects
● “Don’t fix it if it ain’t broke”
Packaged
Solutions
End Result
Efficient and expert
application of proven
marketing strategies that
solve your clients problems

11. “Where the leads at?”

12. Create consistent source(s) of leads
● Goal: 10-20 sales inquiries per month
● Test various methods for booking appointments; double
down/focus on what works for you
● Your sales muscle needs exercise!
Example channels:
FB Ads, SEO, direct mail, cold outreach (phone and email), video
outreach
Pro tip: don’t be afraid to be personal!

13. Get Efficient

14. Process, process, process!
As you gain clients and start implementing your marketing packages
over-and-over, create SOPs
End Result
● Maximize your agency’s “hourly rate”
● Make more, work less
● Easy, stress-free delegation

15. Tools/Systems:
• Flywheel hosting
• Growth Suite
• Agency Analytics (reporting)
• Go High Level (CRM/automations)
• Google analytics, tag manager, GMB &
Google Ads
• Zapier
• Whitespark (local SEO tool/service)
• 1Password
• Loom
• VideoAsk (great for video testimonials)
• Quickbooks + Gusto (finance systems)
• Upwork to hire part time specialists
(content writing, video editing, etc)
Core WP plugins:
• Elementor Pro
• Advanced Custom Fields
• Code Snippets
• Rank Math SEO
• Site Kit by Google
• WP Rocket + Imagify
Coaching:
• Josh Nelson & the Seven
Figure Agency
• Steve Seay Leadership
Coaching

16. Growth Suite Overview

17. Growth can be a tricky process, Growth Suite can help
Revenue tracking
can be a
headache
Billing and
invoicing is a lot
to manage
Showcasing your
value to clients
can be
time-consuming
You want to grow
but being
data-infomed is
not as easy as it
may sound
Different
apps/software
becomes a lot to
manage

18. Get paid on time
Remove the chaos from client management
Prove your value to clients with branded reports
Simplify your site management
Make data-informed decisions

19. Automated billing and invoicing
Branded experience
Client management
Growth dashboard
Agency-branded client reports Bulk site management
GROWTH SUITE FEATURES

20. Demo: Growth Suite by
Flywheel

21. Slides and recording will be made available shortly after the webinar
QUESTIONS AND ANSWERS

22. Article: Showcase your value to your clients with Growth Suite’s automated Client Reports
Resources.
Growth Suite
Case Study: Building a Solid Foundation for Growth
Article: A Deep Dive into New Features for Growth Suite
Article: Getting started with Growth Suite
Article: Spend less time managing sites and more time making money

23. Not a customer yet?
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24. HELP US IMPROVE

25. Thank You.