Agency Blueprint Podcast Por Robert Patin capa

Agency Blueprint

Agency Blueprint

De: 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. Economia Marketing e Vendas
Episódios
  • Season 20 | Ep 229 | Professional Services Automation and Agencies with Harv Nagra
    Apr 24 2026

    At what point do the tools that once helped your agency grow quietly begin holding it back? And how can you recognize the moment when spreadsheets, disconnected apps, and manual processes stop being efficient shortcuts and start becoming costly bottlenecks?

    In this episode of The Agency Blueprint podcast, I’m joined by Harv Nagra to discuss the turning point that many growing agencies inevitably face when their operational tools can’t keep pace with the complexity of their business. Harv is a former Group Operations Director on the agency side and is now the Head of Brand Communications at Scoro, the work and business management platform built for agencies and consultancies. His career has spanned agency ops leadership and now tech, helping creative and professional service firms build operational muscle and scale sustainably. He's also the host of the handbook, The Ops Podcast, where he unpacks how systems, tools, and behavior shape.

    Listen in to learn about Model Context Protocol (MCP), which allows AI tools to interact with multiple business systems at once. You will also learn the importance of investing in integrated systems and automation early to create clarity, scalability, and operational efficiency.

    Key Questions:

    1. [01:22] How has automation evolved in recent years, and are agencies still thinking about it too narrowly as simple integrations?
    2. [08:49] How can agency leaders recognize the early signs that their operational systems are beginning to buckle under growth?
    3. [12:07] At what point does excessive administrative work become a warning signal that your systems need a serious upgrade?
    4. [14:17] What is the real difference between traditional project management tools and full professional services automation platforms?
    5. [21:05] Is there a specific team size or growth stage where agencies should seriously consider upgrading their operational systems?
    6. [26:47] How should agency owners evaluate the risk and return of migrating to a more integrated operational platform?

    What You’ll Discover:

    1. [01:37] The evolution of automation, how agencies can leverage it beyond simple tools, and why it’s critical for synchronizing complex agency projects as they scale.
    2. [04:40] How agencies fail to discover new operational tools simply because they don’t know the category exists.
    3. [05:56] The Model Context Protocol (MCP) and why it represents a new way for AI to interact with multiple business systems.
    4. [09:03] The operational warning signs that indicate an agency’s systems are no longer keeping up with its growth.
    5. [12:27] How utilization reports often expose hidden administrative workloads across agency teams.
    6. [14:30] The distinction between basic project management tools and professional services automation platforms.
    7. [18:12] How using PSA systems allows agencies to make data-driven decisions about client profitability, resource allocation, and project timelines.
    8. [21:35] Harv shares a rule of thumb that agencies should consider adopting operational platforms around the 20-person team size.
    9. [25:17] The pros and cons of building custom integrations versus adopting an all-in-one operational platform.
    10. [27:45] Why usability and ongoing product development should be key factors when choosing operational software.
    11. [30:43] Insights on the future of AI in agency operations and how smarter tools will transform decision-making.

    Connect with Harv:

    1. Website

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    35 minutos
  • Season 20 | Ep 228 | The Revenue Plateau: What to Do When Growth Stalls
    Apr 17 2026

    Why does agency growth sometimes plateau just when things seem to be working? Is a revenue plateau a failure, or simply a signal that something deeper in the business needs attention?

    In this episode of The Agency Blueprint podcast, we discuss revenue plateau, where it stems from, and why it’s valuable feedback for agency owners. We explain the importance of data-driven diagnosis instead of rushing to reinvent services or reposition the agency.

    Don't miss this episode to learn more about how revenue plateaus can occur even when new sales are strong and why rapid growth isn’t always the best path!

    Key Questions:

    1. [01:20] How common are revenue plateaus in agencies, and why do they catch so many agency owners off guard?
    2. [12:25] Are there warning signs or things that agency owners can look out for to avoid having that plateau or lessen the impact, or catch it early?
    3. [14:04] What would cause a revenue plateau when the sales pipeline appears strong?
    4. [18:48] Are you chasing the “scale or die” mentality of rapid growth, or building a sustainable agency that steadily increases profitability and stability?
    5. [22:30] What is the one high-impact change you can make this week to move yourself out of a revenue plateau?

    What You’ll Discover:

    1. [01:30] Understanding that revenue plateaus typically come from either industry shifts or a drop in meaningful demand-generating activity inside the agency.
    2. [03:08] The importance of determining whether the slowdown is a short-term fluctuation or a genuine long-term growth issue.
    3. [05:35] The emotional reactions that can make revenue plateaus worse, plus why you should avoid changing multiple business variables at once.
    4. [09:10] The importance of identifying exactly which lead source or marketing channel is responsible for changes in performance.
    5. [12:50] Why agencies should track 90-day revenue projections and pipeline metrics to detect a plateau months before it impacts cash flow.
    6. [14:35] How agencies inflate their pipelines with unrealistic deals, creating false confidence about future revenue.
    7. [16:59] How client churn and retention rates can quietly create a revenue plateau even when new business is coming in.
    8. [19:20] How focusing on profitability and operational efficiency can dramatically outperform chasing rapid revenue growth.
    9. [22:43] The highest-leverage action to take to identify the activities that historically produced the most revenue and invest more time or resources there.

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    24 minutos
  • Season 20 | Ep 227 | From Hourly to Outcomes: Packaging, Positioning, and Pricing That Scales with Jonathan Stark
    Apr 10 2026

    Do you get paid for the expertise you bring to the table or simply for the number of hours you spend delivering it? And if your skill allows you to solve problems faster and better, should that mean earning less?

    In this episode of The Agency Blueprint podcast, I’m joined by Jonathan Stark to discuss why the hourly model fundamentally misaligns incentives for agencies, consultants, and clients alike. Jonathan is the author of Hourly Billing is Nuts, host of the Ditching Hourly podcast, and writes a daily newsletter on pricing for independent professionals. He helps experts package, price, and sell outcomes rather than time, leading to higher margins, stronger client relationships, and, ultimately, saner businesses and agencies.

    Listen in to learn how hourly billing often leads to strained client relationships, unpredictable budgets, and capped revenue potential for agencies. You will also learn about three powerful alternatives to hourly billing that agencies can implement to improve profitability and client satisfaction.

    Key Questions:

    1. [01:04] If hourly billing creates so many limitations, what alternative pricing models could your agency adopt today?
    2. [04:56] Are you unintentionally rewarding slower work and discouraging expertise by billing clients by the hour?
    3. [26:44] Do you think it’s unethical to advocate for the idea of different prices for the same service depending on the person that's in front of you?
    4. [29:31] What kind of agency do you want to build over the next three years? One with predictable productized services or one focused on high-value custom projects?

    What You’ll Discover:

    1. [01:21] The pivotal moment Jonathan realized hourly billing was flawed, and how shifting to fixed or value-based pricing changes incentives.
    2. [04:56] Unlike hourly pricing, fixed or value-based pricing leads to happier clients because it eliminates billing anxiety and constant deadline pressure.
    3. [08:00] The concept of packaging expertise into digital products, allowing agencies to generate scalable income without direct client involvement.
    4. [10:50] How low-priced products can double as marketing tools that build trust and lead to higher-value client engagements.
    5. [12:02] Productized services: fixed-scope offerings with published pricing that simplify the sales process.
    6. [13:57] The difference between productized services and value-based projects, including when each pricing model makes the most sense for agencies.
    7. [20:24] Why a paid discovery phase is a practical way to qualify clients while delivering immediate strategic value.
    8. [23:07] The Maximum Price Formula, where price potential is determined by client desire, available budget, and perceived alternatives.
    9. [27:03] Why value-based pricing should focus on measurable business results, not just deliverables like page counts or design assets.
    10. [29:55] Practical advice for agencies transitioning away from hourly billing, which includes starting with a paid discovery phase as a simple first step.

    Connect with Jonathan:

    1. Website

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    34 minutos
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