Smart Agency Masterclass Podcast with Jason Swenk

Bi-weekly interviews, strategy, and advice for building your marketing agency the smart way.

The popular agency podcast has just turned 10 years old and covers everything from starting a successful agency to selling your agency.

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Connecting with Prospects and the 2 Stories Every Agency Owner Needs to Tell with Margot Black | Ep #774
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Connecting with Prospects and the 2 Stories Every Agency Owner Needs to Tell with Margot Black | Ep #774

What is the best way to speak to your target audience? How can you make a compelling case to work with your agency? With proper story telling techniques, you will reach your prospects and clients in a way the resonates with them. Every successful agency owner needs a persuasive "Who am I" narrative, along with educational and vision stories that speaks directly to potential clients. However, the task can feel overwhelming, leaving many owners unsure where to begin. Today’s featured guest specializes in transforming scattered narratives into strategic stories that create meaningful connections.

She'll reveal the essential types of stories every agency owner should develop to attract clients, while emphasizing the power of simplicity—demonstrating why less truly is more when it comes to impactful storytelling. Tune in to learn the art of strategic storytelling that positions your agency as the obvious choice in a crowded marketplace.

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How to Build an Irreplaceable Agency Through Strong Client Relationships with Charlene Coughlin | Ep #773
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How to Build an Irreplaceable Agency Through Strong Client Relationships with Charlene Coughlin | Ep #773

Are you focusing your energy on growing existing client relationships or acquiring new ones? Building strong client relationships requires a commitment to proactive communication from the very beginning, as today's featured guest clearly demonstrates.

Our guest runs a brand agency that prioritizes nurturing and growing client relationships through three key strategies: establishing clear expectations, maintaining proactive communication, and implementing careful qualifying processes to ensure they partner only with the right culture fits. This intentional approach has made her agency irreplaceable to clients.

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Using Acquisition to Grow Your Agency and Expand Your Client Portfolio with Luke Szkudlarek | Ep #772
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Using Acquisition to Grow Your Agency and Expand Your Client Portfolio with Luke Szkudlarek | Ep #772

Would you consider a merger or acquisition as a growth strategy? What does it look like to acquire another agency? How can you ensure success for the buyer, seller, and existing clients? Today’s featured guest demonstrates how this approach can be highly effective when executed thoughtfully. He started his agency after realizing he would never get the recognition he deserved while working for somebody else, which drove him to establish his own agency where he now thrives.

Recently, he expanded through the strategic acquisition of three agencies, focusing primarily on their client portfolios. His acquisition strategy emphasizes the importance of relationship continuity, specifically seeking arrangements where previous owners remain involved during the transition period, allowing his team to gradually build trust with the inherited client base. Learn from his valuable insights on entrepreneurship and the strategic use of acquisitions for agency growth.

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Sell Your Agency & Get the Best Deal By Checking Your Ego at the Door with Jordan Choo | Ep #771
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Sell Your Agency & Get the Best Deal By Checking Your Ego at the Door with Jordan Choo | Ep #771

Are you prepared to sell your agency if the right opportunity presents itself? Making your business sale-ready requires more than just financial preparation—it demands emotional readiness and the ability to set ego aside.

With pleasure, we are featuring a long time mastermind member on the show who, after recently selling his agency, now describes himself as a “recovering agency owner”. It was an unexpected opportunity that turned into an amazing deal for the seller and buyer. Jordan discusses the way he took control of his agency’s future by pursuing the sale, what he’d change about the process, and the importance of having a plan for post-sale integration.

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Selling to an Employee: A Unique Approach to an Agency Exit with Eric Holter | Ep #770
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Selling to an Employee: A Unique Approach to an Agency Exit with Eric Holter | Ep #770

Could an internal succession be the right choice for your eventual agency exit? What could that sort of deal structure look like in order to ensure you’re leaving the agency in the best hands possible? As one agency owner transitioned to out of the agency day-to-day, an unexpected result was an organic exit from the business with an employee buyout.

A shining-star employee with the potential to be a great owner was the buyer in mind. Now the challenge was helping him get to a place where he could make the purchase. Listen to the inspiring story of adaptability and structuring the right deal to sell your agency to the right person.

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Maintaining a Small Client Roster for Big Agency Success with Nick Francis | Ep #769
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Maintaining a Small Client Roster for Big Agency Success with Nick Francis | Ep #769

How do you measure your agency’s success? Awards and accolade? Top-line revenue and big name clients? What if we told you a more focused and lean approach could be the best path. Today’s featured guest realized the importance of finding a "sweet spot" in the agency world, so he moved to focusing on quality over quantity. He talks about the challenges of maintaining a small client roster and the benefits it brings. In his business model, his agency is providing consistent, high-quality work and building strong partnerships. Learn valuable insights on leadership, innovation, and the importance of a good relationship building.

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Boosting Agency Efficiency with the Help of AI Integration with Manish Dudharejia | Ep #768
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Boosting Agency Efficiency with the Help of AI Integration with Manish Dudharejia | Ep #768

Are you integrating AI in your agency processes in the most effective ways? What sort of opportunities are you missing by not integrating AI into your agency’s systems and processes? There’s no going back from AI, so you might as well embrace it as it continues to evolve the ever changing agency landscape.

While many agencies have begun incorporating AI tools, numerous opportunities remain unexplored, and the technology's full potential is still emerging. Today's featured guest brings unique insights as an agency owner who has fully embraced AI's transformative power. Through his continuous study and practical implementation of AI solutions, he has gained valuable perspectives on how this technology is fundamentally altering agency operations—from team structures to client expectations. Tune in for practical insights for agency leaders looking to harness AI's potential while adapting to the evolving demands of the digital marketplace.

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Insights on Agency Hiring: Finding the Right Fit and Knowing When It’s Not with Justin Hall | Ep #767
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Insights on Agency Hiring: Finding the Right Fit and Knowing When It’s Not with Justin Hall | Ep #767

Have you defined the who in your agency’s growth journey? What are you using to guiding the type of team that will grow your agency to it's full potential? This guest quickly discovered that attracting the right talent—especially individuals excited to join a small, fledgling agency—was far more challenging than expected.

Learn the valuable lessons he’s learned about hiring, the qualities he looks for in candidates to drive his agency’s success, and why he emphasizes the importance of acting swiftly when a hire isn’t the right fit.

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Growing 5x in Four Years: Selling and Reclaiming the Agency with Alex Polamero | Ep #766
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Growing 5x in Four Years: Selling and Reclaiming the Agency with Alex Polamero | Ep #766

Have overwhelm or frustration ever made you want to sell your agency? When you’re burned out, the grass might look greener — but one agency owner learned that it’s not. Discover why he sold after just two years plus why the acquisition was dissolved and he grew his original business back to 5X within the next four years.

Learn more about his reflections on why his initial burnout came to be, the reasons that partnership failed, and how he managed to rebuild his agency even stronger by surrounding himself with the right people.

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#1 Thing an Effective Head of Operations Does for an Agency CEO with Jhana Li | Ep #765
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#1 Thing an Effective Head of Operations Does for an Agency CEO with Jhana Li | Ep #765

Have you hit the limit of the growth you can single-handedly bring to your agency? What steps are you taking to ensure you continue to be your organization's MVP? For many founders, reaching this ceiling signals the need to bring on a skilled operator who can help eliminate low-value tasks from their schedule. Today's featured guest specializes in operations hiring and has developed a systematic approach to identifying and delegating tasks that consume CEOs' time and energy.

Have you hit the limit of the growth you can single-handedly bring to your agency? What steps are you taking to ensure you continue to be your organization's MVP? For many agency owners, reaching hitting a glass ceiling on growth signals the need to bring on a skilled operator to help eliminate low-value tasks from their schedule.

Today's featured guest specializes in operations hiring and has developed a systematic approach to identifying and delegating low value tasks that consume CEOs' time and energy. As an expert in operational efficiency, she trains operators to create effective processes that free founders to focus on strategic growth. She shares her secret to a great hiring funnel, what results to expect from an operator’s first 90 days in your agency, and the #1 thing an operator does for their agency founder. Learn actionable insights on breaking through operational bottlenecks and building a strong operational foundation through strategic hiring and training.

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About the Show

The popular agency podcast has been around since 2014 and covers everything from starting a successful agency to selling your agency. What makes this podcast a must-listen is Swenk’s background as the founder and CEO of an agency for over a decade. Swenk brings his own experience to the table, besides the expertise of his guests. He mostly covers topics that help growing agencies scale to the next level.

YOUR HOST

JASON SWENK

Smart Agency Masterclass

Jason is a family man who also happens to have created a couple big marketing agencies, helped thousands of agency owners, and had a big agency exit too.