Through our consultant you’ll be able to tap into our learnings from working with 200+ agencies, plus the decades of agency, strategy, and advisory experience that your consultant brings from prior lives. You set the agenda and drive the discussion. Common topics include:

• Agency positioning and capabilities
• Sales process, pitch management, and pricing strategy
• Managerial accounting and reporting models
• Workflow and project management systems selection and configuration
• Delivery process optimization
• Improved client engagement models
• Staff reduction and restructuring
• Reducing meetings and needless communications.
• Fractional role-based services, such as PMO, COO and other leadership roles.

In most cases to make best use of your consultant’s time, you’ll want to do at least one of our three core diagnostic workshops to speed their onboarding to your agency, and also to isolate key problem areas and improvement opportunities. They typically consume 2-3 hours of retainer, each:

• 18pt Agency Competencies Diagnostic Workshop – a facilitated discussion across a range of delivery-focused competencies, many of which have high impact on delivery success, profitability (margin), client and team happiness, and overall organizational culture.
• Agency Productivity Diagnostic Workshop – a 360-style workshop involving a cross-section of your agency team, the results of which are then benchmarked against our database of over 80 other agencies that have done the same diagnostic. This typically exposes the deep root causes of persistent agency challenges, such as missing/shrinking margin, high rework rates, and lower-than-planned worker productivity.
• Agency-Client Diagnostic Workshop – an interactive workshop focused on assessing your client base and the challenges that you face in delivery, including a wrap-up assessment of the key factors and your next-best actions using insights from our “Agency Theory” based research.

Your consultant may choose to use some of our AgencyAgile training materials is their work with you, but this CEO Advisory service does not include AgencyAgile’s core trainings and transformation services, or Level 1 or Level 2 programs, including pod design, briefing, scoping and estimation, day structure, check-in, etc.

Currently available principal consultants include:

• Jack Skeels, business and operational strategy, managerial finance and operations, organizational and cultural challenges diagnosis, family-owned businesses, and leadership offsite design and facilitation. https://www.linkedin.com/in/jackaskeels/
• Greg Morrell, client strategy and operations, delivery operations, agency-client interaction models, client-side agency management services, in-house agency design and operations, leadership coaching, and leadership offsite design and facilitation. https://www.linkedin.com/in/gregmorrell/
• Steve Wages, business, operational, and marketing strategy; agency structure and staffing; new business development and positioning; agency partnerships and associations. https://www.linkedin.com/in/steve-wages-a4827/
• Dave Foster, operational performance and optimization, artificial intelligence adoption, and team alignment strategies, particularly for collaborative, mixed-remote, knowledge-worker organizations.https://www.linkedin.com/in/david-foster-20515/
• Allen Singer, business and operational strategy, organizational challenges diagnosis for media, creative and full-service agencies and client-side marketing, agency and marketing technology assessment, agency ecosystem reviews, marketing, creative and media agency process optimization. https://www.linkedin.com/in/allensinger/

FAQs

1. This is retainer model, purchased in advance in blocks of eight (8) hours. This retainer is non-refundable and expires after 120 days, unless otherwise agreed by us.
2. The fee is $4,000 for agencies greater than 20 people, and $3,000 for agencies of size less than that.
3. You can choose your consultant from the list, or we (AgencyAgile) will do it for you.
4. The first one-hour session is a basic discovery and onboarding session, the key aim of which is to establish what the goals and likely activities will be for the remainder of the retainer hours.
5. If, as a result of the first one-hour session, either you or we (AgencyAgile) feel that there is not a good fit between our consultant’s expertise and your needs, then either party may cancel the retainer and a full refund will be issued, with no further obligation to either party.
6. Scheduling of the retainer hours is a matter between you and your consultant and is limited to normal business hours and only those times that the consultant is not otherwise engaged with clients.
7. If you purchase one of our standard training programs within a year from the start of the retainer, we’ll apply 50% of this first retainer fee as a discount to the purchase price of that standard program item, limit one.
8. Any AgencyAgile intellectual property that is shared as part of this work remains the property of AgencyAgile, and subject to the terms found in the purchase methods and agreements below.
9. Should you and we agree that some of the retainer hours can be used for AgencyAgile trainings, an additional fee may be required for the license of the intellectual property that is shared, if you do not already have such a license to that material.
10. This is an advisory and coaching engagement and does not constitute Work for Hire. It is subject to the terms as stated using either of the two purchase methods below.

How to get started.

• Old-school method: use the contact form below to let us know and we’ll send you an SOW to sign and an invoice, so you can get started right away.
• New-school method: Effective June 1, we’ll have an online booking tool running, and you can just use a credit card. The link will be right here.