STRATEGY + ENERGY

Are you drowning in client deliverables while trying to figure out how to scale up your client roster, improve profitability, and expand your team while streamlining operations and achieving better work-life balance for yourself?

If so, I'd love to invite you to join my 6-month agency mastermind & mentorship program.

I scaled my agency to $500,000 in ~one year with a full client roster and an amazing team.

A big reason I was able to do this so fast for myself is because I spent the 10 years prior helping to grow a multi-7 figure agency. I knew what to do and just needed to execute, now I want to help you do the same.

Agency Life Mastermind & Mentorship

APPLY HERE

HERE'S WHAT I'LL MENTOR YOU ON

Module 1

Onboarding & Operational Efficiency for Growth

Create custom 6 month business plan
Workflow automation to free up your time
Ethical use of AI to make your life easier and your client's results better
How to go from solo operation to an agency model
Kay's agency tech stack

Module 2

Scaling up sales
Client acquisition & retention

Kay's favorite lead gen tactics for agencies
Profitable service package and retainer structures
Increasing your pricing without losing clients & also attracting new clients
The perfect contract length
Handling price increases with legacy clients
Client retention (stop losing clients)

Module 3

Client experience (cx)

Discovery calls that everyone loves
Onboarding new clients
Weekly CX tasks
Handling contract renewals
Offboarding clients
Setting expectations & boundaries
Managing difficult clients
When to fire a client
BONUS: when to strategically pause your sales

Module 4

Team management

When and who to hire
Contractor vs W2 (which roles should always be contractor and which ones are ideally W2)
Timezone considerations for different roles
Payroll and benefits
Client facing roles vs BTS roles
Pay vs experience levels
Employee handbook
Onboarding a new team member
Managing performance
Ethically letting a team member go

Module 5

The perks of being CEO

Financial planning for your future
Getting started with investing
Paying yourself (salary + owner's draws)
Saving for retirement and how your agency can help
Tax breaks and benefits you should know about (tips from a tax expert)

Module 6

Agency analytics
Keeping your finger on the pulse of your agency's health

Tracking where clients are in their contract
Making sure payments come in on time
Tracking the results of YOUR marketing efforts
Tracking the efficiency of your team members

BONUS #1

Level Up Your Marketing Skills

Learn new skills (email, SEO, analytics, etc)
Create new offers
Expand your packages
Make more money for your marketing agency

BONUS #2

Client analytics - become a more data-driven agency

Which metrics to track for social, email, ads and SEO
How I analyze these metrics
How I use my findings to make smarter decisions on behalf of my clients (and how you can too)

HERE'S HOW IT WORKS

ACCESS TO THE AGENCY LIFE
ON-DEMAND
VIDEO LIBRARY

You receive masterclasses on all of the above topics that you can work through when it's most convenient for you throughout each month.

Month 5

24/7 ACCESS TO
SLACK CHANNELS
FOR SUPPORT

Post in a private Slack community that has channels for sales, client experience, team management, CEO life, agency analytics and more. The group and I will respond!

1X/WEEK
CONTENT REVIEW
BY KAY