Do you feel like something’s not working in your agency? You’ve got processes that are outdated (or just plain not documented). You’ve got tools that aren’t the right fit or you’re not getting enough out of. Even though you feel the need for change, it terrifies you. If so, you’re not alone, I was at an agency-focused conference in Denver just a few weeks back, and several agency owners I spoke with said that they knew they needed to make a change with a major software platform that helps run their agency, but they were scared to make the switch.

Agency clients I talk to often want more strategic consulting from the agencies they hire. At the same time, many agencies feel like the services they’re delivering are often undervalued by the clients they serve. If both of these are true, then why are so many agencies caught in what Pete Caputa calls the “Tactician’s Trap” where it feels like you’re on an endless hamster wheel selling implementation services without being valued for the strategic insights you can provide to your clients.

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38% of agencies struggle with frequently overservicing clients. Of the 500+ agencies surveyed for the 2023 State of Agency Operations Report, 44% also said that client demands have become tougher to meet. Are you finding clients more demanding? Is overservicing happening more frequently in your agency? If so, 2024 can be different on both fronts.

What got you here won’t get you there. You’ve probably heard that phrase before. And it probably couldn’t feel more applicable than it does right now as we round out 2023. So, the question is: Are you going to keep doing more of the same? Or do something different in 2024? If you’re in that latter camp, then you’re going to get some encouragement (and hopefully some useful ideas to implement) from today’s guests, Pete Caputa and Karl Sakas.