hey guys jason wardrop here and in today's video i'm gonna break down how to manage your digital
marketing agency clients at scale and i came with the topic of this video because i just got
a message yesterday from a good friend of mine who started with me almost two years ago now
he actually lost his job at the beginning of the covet pandemic and then he started
his own marketing agency quickly got to ten thousand dollars per month within 90 days
and we were just going back and forth the other day and he said man you've been crushing it with
saas which saas stands for software as a service so i was thinking about doing it but didn't have the
courage to deal with 200 plus clients so this video is for any of you who already have your
own marketing agency and maybe you've got a few clients 5 10 15 20 however many clients you've got
but you're kind of like timid to go and make the next jump the next leap to be able to go
through and scale your business now i completely understand everything that you're thinking about
and where you're at because i was in that exact same position when i had my own marketing agency
starting to grow things and you know you're getting more clients which is good because
you're growing your revenue but then you have to manage all these clients in order to manage more
clients you have to hire more team members and then now you're you're managing personnel which
sometimes can be the hardest part of any business is managing people right actually i think that is
by far the number one hardest part of any business is managing people so you've got your team you're
managing your clients you're managing and it just can get very overwhelming very fast so
what i want to share with you guys is kind of the solution that i found to be able to really
scale things and still provide an amazing service to your clients they're getting great results
but that you actually can sleep at night and you're not up with stress and anxiety
and like man how am i going to pay people how am i going to deal with this issue and that issue
because you just don't want that that's not where you're getting into business right now if you're
brand new here my name is jason wardrop i started my own software marketing agency business um six
years ago back in may of 2015 i got over 15 000 clients exited that business earlier this year and
i've since been going through and getting clients on another software platform and i've become the
number one fastest growing affiliate for that platform and if you guys want a 100 free digital
marketing agency course on how to go through and get clients um do fulfillment for those clients
and scale that business make sure you smash the like button drop a comment down below just comment
something like 100k digital marketing agency and i'll hook you guys up with that and also
guys if you want to subscribe we're almost at 100k subs we're so close um so it's very exciting but
anyway let's get into it how to manage digital marketing agency clients at scale so number one
we need to focus on services that scale right we can't go through and scale our business if
we've got these time intensive services and that's where my buddy earlier was talking
about man you're crushing it with saas software as a service because then we're selling system
tools software as a service as opposed to our time as our service right so that's where i love
software and back before may of 2015 i was kind of doing more of like the the one-on-one clients and
just going through and running facebook ads and doing all that stuff but then i was like looking
at him like man this is gonna be very difficult to scale and it's very just like one-to-one
it's a very time-intensive to go through and make just a little bit of money right and so i
was like i want to go through and start a software business and even over time as we were setting up
facebook ads for clients i was working with real estate agents what we did is we built our software
company to literally automate the whole facebook ad setup so one of the big pain points of going
through and setting up facebook ads for clients is getting access to their facebook ads account right
setting up the pixels doing all this stuff and so we did is we built into the software a way that
we could just automate all that right they just go in they create their account it connects facebook
and then we don't ever have to get access to their facebook ads account we had all the pre-built
templates that we knew work for real estate and so we just simplified the entire process so
no matter what you're offering figure out how can you go through one if you're just starting
out how can you go through and offer services that actually scale and that's where i love the
go high level platform that i've been talking about for a long time right here on the channel
is because there are several different services that don't require your time to go through and
fulfill them they take maybe five to ten minutes to go through and set up like online reviews
missed called text back um what else the chat widget there's several others that you can just
go through set up once bring massive value to your clients but you don't have to sell your
time as a service each month and yes you're going to charge a little bit less for these services
each month as opposed to the typical 1500 to 2 000 per month but the great thing is is you free up a
ton more of your time and then you can just focus on sales all right so anyway guys don't sell your
time as a service get creative and figure out how to remove the human component because you look at
any business even look at like a business like subway for example the number one most expensive
component of that whole business model is the human is the person actually making the sandwiches
yes you've got a big fixed cost with rent each month wherever depending on where the location is
then you got the sandwiches but then you've got to pay these people an hourly wage every
single day that the shop is actually open so if you can figure out how to remove that then
you're golden and that's why all these software companies are taking off massively and a lot of
the money from these big investment banks and private equity groups it's going into software
because they know that you can actually go through and scale those services tremendously all right
so this is number one and uh if you guys want more videos on like different services that scale
i actually have a bunch of those services in that free digital marketing agency course so just drop
a comment down below smash the like button i'll share that with you guys so you can go through
and start implementing these and the cool thing is these are services that literally every business
needs doesn't matter what type of business it is they all need it because they all need more leads
more clients to get more sales and so that's the great thing about it right number two this is one
of my favorites and that is batching so let's say you're going through and you're getting to a point
where you've got 50 clients and then 100 clients and 500 and a thousand clients well how can you go
through and give your time and attention to all of these clients without having to go through and do
manual one-on-one calls especially if they're only paying you two three four five hundred dollars per
month well what we did is we put them all into a facebook group right and then and this is
even what i do now still today with my my current clients we all are in a facebook group and then we
go through and we have different group experts and go through and they know the the core moving parts
of the software of the service of how we actually function they can go through and help respond to
different client comments or different things like that and then what i do is i do one weekly live
group coaching call to ask answer any questions that people have and be able to go through maybe
give them some training or strategies so back when i was doing with real estate agents i was going
through and talking about the best strategy the things that were actually working right then and
there for real estate agents to generate leads actually convert those leads into appointments
and to close deals and then also i was able to answer any questions that anyone might have had
and we were doing it on a zoom call and i would just do it for an hour so like it's an hour every
single week and we bash that time so we just everyone knows in the group jump on the call
if you have a question and they jump on ask their questions i stay on until all the questions are
answered usually we can do that in an hour and then you're able to go through and take care of
your clients at scale and actually give them that one-on-one attention and support and then as you
go through and grow things what happens is you might want to go through and have somebody that
is on your team that is very knowledgeable on everything that's going on take over that role
even though it's only an hour a week sometimes you want to go through and be doing other more
productive things and that's what we did with our software company in the real estate space
is i actually had this one girl that was working for me she'd worked for me for a couple years
i was like hey will you actually take over this call be able to go and answer all the questions
and kind of give the strategy and the trainings and all that stuff and so she took that over
and i was able to remove myself from that part of the business and then team calls guys this is huge
so going through and just having you you want to meet with your team every single week okay
at least one time a week and if you're able to go through and just group on those team calls
and just be able to have everyone just knock out questions see what people are struggling with
i love slack because you're able to go through and list all the different questions and different
things that people are going through but even at that slack email facebook messenger social
media any of that stuff it should all be bashed if you're staying on you know social media or email
or facebook messenger non-stop you're never gonna get anything done because you can be bouncing from
one to the next to the next and literally fulfill your entire day then end the day you're like man i
got nothing done but i was you know busy i wasn't productive but i was busy and a quote i loved
by john wooden who was a famous ucla college basketball coach said never mistake activity
for achievement so yes you're very active you're checking your emails you're checking your facebook
messenger but are you actually achieving anything and more than likely you're not so batching is a
core part of this and kind of to kind of like go off of this um is team management all right you
should have especially in a smaller organization one person reporting to you and so what i did
right here is i had my weekly team calls but then there was a account rep that i had hired and she
had worked with me for it was a different one that was doing the trainings over here but she had
worked with me for two to three years and i was like look i just cannot manage all of our account
support reps you're amazing at that i'm not great at it and i just don't have the time to go through
and deal with it all and so i would have the one person reporting to me that was managing all of my
account reps and that was it and then i had one person who was my main developer and then i had
other developers working for him but i would have him be my number one go-to and i actually learned
this from a billion dollar ceo um the company does i don't know 10 billion dollars a year i
met up with him and he said i was like how do you go through and structure um all these people they
had tens of thousands of employees and i was like how are you able to actually go through and manage
that as a ceo and handle all this he's like well it's actually a lot easier you might think he's
like i have literally three people that report to me i have the financial person the head of finance
the head of sales and the head of products and as well as long as i know those three things and i
know the kind of key moving parts that are going on there i'm good right and so we had the product
person manage all the people in your product and obviously you have like kind of the hierarchy
of the organization the sales person kind of managing the sales team and then you've got the
financials because you want to make sure that the finances are backing up and everything like that
but in a small digital marketing agency most of the time if you're like just over sales and you're
just like the just pumping in the lifeblood of the business which is making money making those sales
you only need that one person which is more of the account rep account management
customer success person and then as you start to grow more maybe you hire more of a sales team then
you actually create a sales person that reports directly to you and they manage all of your sales
reps right so we want to keep this simple we want to go through and eliminate more than add
two things and we want to figure out how we can leverage software to go through and scale our
business and offer services this scale so anyway guys i hope this video was helpful as far as going
through and managing your digital marketing agency clients at scale so you can actually go through
and grow things and i wanted to kind of give you guys a look of kind of like the end of the road
and moving backwards so that if you're looking and wanting to scale but you're kind of got that
timidness or whatever you want to call it actually taking the leap to the next step it's it's not so
bad right things can actually be easier by putting the right people in place the more money that you
make money the great thing about it is it can help you solve problems so if you're too busy
you don't have enough time to do all this stuff all right we'll train up the right people and
be able to remove yourself from that part of the business that is sucking up so much of your time
so you can focus on the core competencies that are actually bringing in a majority of the revenue and
actually are moving the needle in your business so anyway guys i hope that was helpful if it was go
ahead smash the like button uh drop a comment down below if you guys do want that that free
digital marketing agency course just do like 100k digital marketing agency and i'll hook you guys up
with that said thanks so much for watching and i'll see you in the next video