The document outlines Marisa Smith's presentation about installing an agency operating system at her marketing agency. The presentation covers the inspiration from books like Small Giants and EOS, the journey of developing shared vision, values, priorities and accountability. It also discusses the results of implementing these changes, including 400% increased traffic, 300% more leads, 20-40% annual revenue growth and higher salaries. The goal is for agencies to get their operations in order so they can work smarter and achieve better results.

1. INBOUND15
Get Your Agency’s S**t
Together
Installing An Agency Operating System
Marisa Smith @wholebrainprez
Head Brainiac, The Whole Brain Group

2. 1. A Little History
2. The Inspiration
3. The Journey
4. The Results (so far)
5. The Resources
AGENDA

3. INBOUND15
A LITTLE HISTORY

4. INBOUND15
(general blank slide)
Once Upon a Time….

5. INBOUND15
(general blank slide)

6. INBOUND15
(general blank slide)

7. INBOUND15
(general blank slide)

8. INBOUND15
2 THE INSPIRATION

9. INBOUND15
The Inspiration: Small Giants

10. INBOUND15
The Inspiration: EOS

11. INBOUND15
The Inspiration: IEP Method (Intentional
Energetic Presence)

12. INBOUND15
The A-Ha Moment
Victim

13. INBOUND15
Are you letting
entrepreneurship
happen to you?

14. INBOUND15
Are you ready to let
go and accept help?

15. INBOUND15
3 THE JOURNEY

16. INBOUND15
Does everyone share
your vision?

17. INBOUND15
Shared Vision of Success

18. INBOUND15
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

19. 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.

20. INBOUND15
Shared Passion
We are passionate about helping
small businesses achieve their
visions.

21. INBOUND15
Shared Ideal Client Profile

22. INBOUND15
Shared 3-Year Picture
Where do we want to be in 2018?
What will our agency look like?
How will we measure success?

23. INBOUND15
Do you have the right
people?

24. INBOUND15
Clear Accountability, Roles & Responsibilities

25. INBOUND15
Right People, Right Seats

26. INBOUND15
Are you in the right
seat?

27. INBOUND15
Another A-ha moment

28. INBOUND15
Get in the right seat

29. INBOUND15
Are you focused on
the right stuff?

30. INBOUND15
Clear Priorities + Compartmentalization
1 Year 90 Days Parking Lot

31. INBOUND15
Clear Priorities + Compartmentalization

32. INBOUND15
Clear Communication: Effective Meetings
• Visionary/Integrator L10 (Same Page)
• Leadership Team L10
• Client Service L10
• Sales & Marketing L10
• Development Team L10

33. INBOUND15
Is everyone on your
team showing up for
success?

34. INBOUND15
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

35. INBOUND15
Are you getting the
results you want?

36. INBOUND15
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

37. INBOUND15
4 THE RESULTS (SO FAR)

38. INBOUND15
(general blank slide)
Once Upon a Time….

39. INBOUND15
• 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

40. INBOUND15
Don’t take it all on by
yourself.
Ask for help.

41. INBOUND15
Don’t be a victim of
entrepreneurship.
Be intentional.

42. INBOUND15
Don’t try to fix
everything at once.
Be disciplined.

43. INBOUND15
5 THE RESOURCES

44. INBOUND15
Resources
http://www.smallgiants.org http://www.eosworldwide.com
The IEP Method™
http://www.anesecavanaugh.com

45. INBOUND15
Resources
http://www.thewholebraingroup.com/inbound15

46. INBOUND15
THANK YOU!
Marisa Smith, The Whole Brain Group
msmith@thewholebraingroup.com
@wholebrainprez