Welcome to the start of our Partnership. You being here means you are serious about scaling your agency, and we’re here to close the gap on your commercial ambition in the most direct way possible.

Although we take on the heavy-lifting throughout our partnership, this is all about creating a resilient New Business engine that will enable you to independently power your agency’s growth from this point forward.

Welcome to the new way, where New Business is simple, predictable and scalable.

 

HOW OUR VALUES SHAPE HOW WE WORK

We would like to share our values with you as they are key drivers in the way we work, how we focus on positive client partnerships, and why we do what we do.

  • Keep simplifying – Although hard work, New Business should not feel complex. Our mission is to simplify agencies’ approach to New Business excellence, and challenge ourselves to keep it real when it comes to communicating our capabilities.
  • Continual learning – Between us we have 35+ years agency New Business and Commercial experience, but we can’t know it all. We continue to upskill and learn from our clients and partners. Our aim is to work with like minded founders and teams who appreciate that learning warrants adaptability and open-mindedness – if there’s a better way, we’ll find it and not be scared to share it.
  • Healthy balance – We have lived the high-pressure full-time agency roles and loved it. But it is our time to teach others, and create balance in our personal lives. By working with a maximum of three retained agencies at any one time it allows us the right time to dedicate to our six-month delivery promise, while protecting our work/life boundaries.
  • Mutual respect – We have a huge respect for what our clients have achieved in building their businesses and navigating the headwinds that so often knock us off course. We too have trodden that path, and in return would like to enjoy the respect of our clients in terms of the value of our expertise and how we communicate as partners.
  • Knowledge transfer – It is our promise to make ourselves redundant inside six months by transferring knowledge, instilling process and coaching the team to empower a more ambitious and resilient agency. We believe we have only succeeded in creating true independence when your agency team knows how to repeat process and success without us present.

 

HOW WE CAN HIT THE GROUND RUNNING

We understand when kicking off a new partnership the most important thing is a seamless experience. So, we’ve smoothed the way by listing the information you can start collating now.

 

Preparing to Take Flight:

1) Your current New Business funnel data requirements are listed below. This is the data that will drive how we calculate your performance gap, and evaluate the right funnel metrics to hit your commercial ambition moving forwards. Please base this data on the last complete 12 month period of closed leads – i.e. where each has a status of won, lost or stalled, but not ‘live’

(if some of this data has not historically been captured then just let us know)

  • Total number of closed leads over the last 12 months, and average cash value for each opportunity (where known), segmented by lead source
  • Total number of leads over the last 12 months, that matured into a pitch or proposal opportunity and the cash value of each, segmented by lead source
  • Total number of those pitch or proposal opportunities over the last 12 months, that you converted and the cash value of each, segmented by lead source
  • Average conversion time of the opportunities captured above, segmented by lead source

2) If there is anyone in your leadership or management team that will be involved in this process that has not yet completed our Multiplier Index questionnaire, please ask them to spare less than 10 mins ASAP to do so: https://zc36j3vu0qq.typeform.com/MultiplierIndex

 

Kick-start your Firestarters:

We recognise the business necessity of firing-up the pipeline in the short-term, alongside essential long-term planning. In order to move at pace with your Firestarters module, please look to collate the following information in whatever format is easiest for you:​

  • A list of all New Business opportunities within your pipeline from the last six months that have not yet concluded
  • A list of all current client new revenue opportunities (that reached brief or proposal stage) that are either documented or known by the team
  • A list of the most significant pitches/proposals from the last two years (brand & value)
  • A download of your personal LinkedIn connections (How To instructions here)
  • An up-to-date list of your current clients (ad-hoc and retained)
  • A list of all the products and services you can offer a client right now, or in near-future (ideally prioritising profit-makers)
  • A list of all live or lapsed partnerships for you (businesses that pass you leads/work or provide you connections to prospects)

Please note, we will be sharing  a document with you to be completed with key hygiene information regarding your agency reality (where you are now) and your ambitions, in addition to the funnel data requests above. We would prefer to take you through this however so have not included this on this information page.

 

Thank you for taking the time to read your Welcome page. Now, let’s get set to scale.