Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies

Jason Swenk

Growing an agency is very difficult, and you might feel unclear what to do next in order to grow and scale your agency. The Smart Agency Masterclass is a weekly podcast for agencies that are wanting to grow faster. We interview amazing guests from all over the world that have the experience of running successful businesses, and will provide you the insights you need. Our podcast is just over 3 years old, and have reached more than a half million listeners in 42 countries.

  1. 4d ago

    How to Stop Being the Bottleneck in Your Own Agency with David Khim | Ep #933

    David Khim is the co-founder and CEO of Omniscient Digital, a B2B SaaS SEO and content strategy agency based in Austin, Texas. Before starting Omniscient, David was head of growth at People.ai and Fishtown Analytics, and a growth product manager at HubSpot, where he met his co-founders Allie Decker and Alex Birkett. What started as a side consulting project between colleagues turned into a full-time agency — and then required a different kind of founder entirely. In this episode, David and Jason dig into the identity shift that agency owners have to make to actually scale: from operator to architect, from doing to leading, and from proving your value through involvement to trusting your team to execute without you. Subscribe Apple | Spotify | iHeart Radio    Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out [e2msolutions.com/smartagency](http://e2msolutions.com/smartagency) and get 10% off for the first three months of service. Key Takeaways: The decision to go full-time is psychological, not financial. David says the numbers justified going all in on Omniscient before they actually made the leap. The harder thing was deciding to bet on themselves. This is a pattern Jason sees constantly: founders wait until it feels safe rather than until it makes sense. The market is often ready before the founder is. Hiring self-managing talent changes everything about how you lead. When David and his co-founders hired more experienced people, they shifted the way they communicated entirely. Instead of explaining decisions, they said "I trust you" and "I defer to you." That language gives people real ownership rather than fake autonomy. The result is lower turnover, fewer escalations, and a team that makes better decisions without the founder in the room. A founder's job has to evolve from delivery to architecture. David describes his current role as thinking 6 to 12 months ahead about services, team structure, and AI integration, not shipping work or solving daily problems. That shift from doer to architect is the operational definition of scale. Founders who cannot make that transition become the ceiling on their own company's growth. Your schedule is a system design problem. Jason's example of taking Fridays off and limiting meetings to Tuesday through Thursday is not a lifestyle choice — it is a deliberate experiment in what creates clarity and output quality. David echoed this with his own practice of protecting summer weekends and family time. The framework is simple: treat your calendar the way you would treat any other business system. Test it, observe the results, adjust. David also shares why he uses a time-value lens when making decisions; choosing to decline a small financial payout in exchange for protecting more personal time, and why thinking of major decisions as reversible experiments reduces the fear that keeps founders from making any change at all.   Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our [Agency Blueprint](https://flatworm-caterpillar-3mha.squarespace.com/blueprint). Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

  2. Oct 7

    How a "Never Say No" Philosophy Built a 20-Person Analytics Agency with Rob Sanders | Ep 933

    Would you like to learn how to accelerate your agency growth? https://www.agencymastery360.com/training Rob Sanders is the founder of RSO Consulting, a boutique digital analytics agency with over 20 years in business. Rob's background spans web development, early-stage digital marketing at Ford Motor Company, and some of the first PPC work done through Yahoo and Overture. Today RSO is a 20-person shop with a military-influenced leadership philosophy, a low-turnover culture, and a clear point of view on how agencies should engage with AI. In this episode, Rob and Jason talk about what actually keeps an agency going for two decades, why "never say no" is not recklessness but a growth discipline, and how being transparent about AI with clients has become a trust-building strategy. Subscribe Apple | Spotify | iHeart Radio  Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Key Takeaways: Never say no" is a discipline, not a personality trait. Rob's core operating principle is that when a client asks for something outside your current capability, the right answer is "we'll figure it out," not "we don't do that." Over 20 years this mindset has driven RSO into capabilities they would never have developed if they had stayed inside a comfort zone. The constraint is execution quality, not scope willingness. A Kaizen mindset keeps the agency sharp. Rob applies continuous improvement thinking from the Japanese manufacturing tradition to how RSO operates. There is no finish line for learning. He actively brings in younger team members and clients as teachers, not just recipients of expertise. The willingness to be taught by people with less experience is one of the rarest — and most valuable — traits an agency leader can have. Keep your kitchen clean instead of watching your competitors. Rob's approach to competitive pressure is deliberate indifference. Rather than tracking what other agencies are doing, he focuses on internal quality, team culture, and client results. His framing: if your own house is in order, you do not need to worry about what is happening next door. This mindset also prevents the reactive strategy shifts that distract agencies from long-term positioning. Transparency about AI builds client trust, not skepticism. Instead of hiding AI use, RSO brings clients into the process. Rob treats AI disclosure as a sign of sophistication rather than a weakness to conceal. Clients who understand how AI is being used in their account feel more informed and more confident, not less. The agencies that will struggle with AI are the ones that treat it as a secret. Rob also shares how he approaches hiring: start people in a smaller role than you think they are ready for, watch how they handle it, and give capable people room to grow without micromanaging them. Low turnover at RSO is a direct result of hiring self-managing talent and then actually letting them self-manage.   Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

  3. Sep 30

    How 19 Years of Niche Focus Built an Agency Where Clients Compete to Work With You with Wendy Covey | Ep #932

    Would you like to learn how to accelerate your agency growth? https://www.agencymastery360.com/training Wendy Covey is the co-founder and CEO of TREW Marketing, a strategy and content agency exclusively serving engineering and manufacturing companies. She started the agency in 2008 — during the Great Recession — as a generalist, and within a year or two of niching down, won a Wall Street Journal Small Business Innovation Award. Today, TREW Marketing is 19 years in, and Wendy has stepped fully into the owner role, with a president and leadership team running day-to-day operations. In this episode, Wendy and Jason dig into what it took to get there: the painful business partner buyout, the career path restructuring, and the niche positioning that now has clients convincing Wendy to take them on. Subscribe Apple  | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out [e2msolutions.com/smartagency](http://e2msolutions.com/smartagency) and get 10% off for the first three months of service. Key Takeaways: Niching down is the accelerant, not the limit. TREW Marketing chased anyone who'd pay in the early days — photo booths, nonprofits, product inventors. Once they committed to engineering and manufacturing companies, everything changed. Within a year or two they won a WSJ award, and today prospects come to them. Wendy's closing line: "It becomes them convincing me why they should be my next client." Your buy-sell agreement must include a valuation method. When Wendy's business partner left after 10 years, their agreement had no formula for valuing the business. Both sides got coaches, the negotiation was painful, and it strained a personal friendship. If you have a partner, get that language in writing before you need it. Build two documented career paths — individual contributor and manager — at the same salary band. TREW Marketing stopped the painful cycle of promoting great individual contributors into bad management seats by creating clear, documented tracks with defined behaviors for each. People can see where they fit before they take the wrong seat. Remove yourself from service delivery first, then tackle sales. Wendy's first move was getting fully out of client delivery. That freed her time to focus on sales and company growth. As sales grew, service delivery leaders naturally joined those conversations — and she found she was less effective in delivery minutiae anyway, making the transition feel inevitable rather than forced.   Wendy also shares how TREW Marketing's 19-year niche commitment is now paying off in the age of AI — their thought leadership content and deep expertise have made them highly visible in large language models, bringing in inbound leads without outbound effort. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our [Agency Blueprint](https://flatworm-caterpillar-3mha.squarespace.com/blueprint). Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

  4. Sep 23

    Stop Setting Goals Until You Ask This One Question with Phil Davis | Ep #931

    Would you like to learn how to accelerate your agency growth? https://www.agencymastery360.com/training Phil Davis is the founder and CEO of Tungsten Branding , one of the world's top-ranked naming and branding agencies, and the man behind hundreds of company names including PODS, RallyHouse, and TeamLogicIT. Before Tungsten, Phil ran a full-service ad agency in Tampa Bay for 17 years before hitting an inflection point: he was succeeding by every external metric and miserable at the core of it. In this episode, Phil and Jason dig into the one question that cuts through all the noise of running an agency, why chasing revenue metrics is a trap, and what it actually means to build a business in alignment with what you want. Subscribe Apple | Spotify | [iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Key Takeaways: Ask "So I can what?" before you chase any goal. This is Phil's acid test: trace every goal back to what it actually gives you. Want a $20M agency? So I can what? Generational wealth? So I can what? Nearly every answer eventually bottoms out at peace of mind or freedom. If you know that upfront, you can stop building toward the wrong things. Chasing the wrong metric will hollow out your agency. Phil built a media-heavy agency that hit his revenue targets and left him wondering what the weather was like because he never stepped outside. The blur years, he calls them. The fix is not working harder; it is questioning which metric you are actually optimizing for, and whether it points toward a life you want. Marketing is a track team — sprinters and shot putters don't swap events. Trying to serve every client in every channel is the curse of early traction. Agencies that win pick their event. Phil pivoted from full-service to naming exclusively, and it became the thing that named PODS and landed Forbes Agency Council recognition. Right-sizing your team and mission is a relief, not a loss. When people get genuinely clear on what they want, the misaligned things fall away on their own. Phil shares the story of a Vistage member whose top salesperson quit after this exercise — and morale went up, not down. What looked like a disaster was the agency right-sizing around what it actually stood for.   Phil also shares why he named his agency Tungsten — the filament in the lightbulb — and how the concept of alignment, everything pointing the same direction to create flow, became the operating philosophy behind everything he does for clients.   Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our [Agency Blueprint](https://flatworm-caterpillar-3mha.squarespace.com/blueprint). Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

  5. Sep 16

    The Secret to Running an Agency for 30 Years Without Ever Wanting to Walk Away with Arne Hurty | Ep #930

    Would you like to learn how to accelerate your agency growth? https://www.agencymastery360.com/training Arne Hurty is the founder and Chief Creative Officer of BayCreative, a San Francisco Bay Area B2B technology marketing agency he has been running for 30 years. What started as a $500 illustration job has grown into a full-service agency serving brands like Cisco and ServiceNow — with Arne's son and daughter now working alongside him. In this episode, Arne and Jason dig into what actually sustains an agency owner over three decades: two business partner buyouts, a full pivot to remote work, and a philosophy of building the agency around life rather than the other way around. Subscribe Apple Spotify iHeart Radio  Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Key Takeaways: The pursuit of quality is a bottomless pit — and that's why it works.** Arne says he has never seriously wanted to walk away from the business in 30 years. His reason: improving communication is an endless craft. If work feels boring, he says, "you're just not looking at it enough." The pursuit itself keeps going. Design your agency around your life from the beginning.** Arne made deliberate choices to keep BayCreative at a size that fit how he wanted to live. When COVID hit, going fully virtual wasn't a crisis — it was a natural next step that also opened the door to more diverse talent. Plan every business partner transition before you need to.** Arne has bought out two business partners over 30 years. In both cases, the transitions were manageable because expectations were clear. If you have a business partner, get the valuation method and exit terms in writing before either of you ever considers leaving. Let family earn their seat — don't create one for them. Both Arne's son and daughter joined BayCreative casually while in college and needing money. Their work quality is what made them permanent. Arne didn't build a role to justify hiring them; their capability justified itself. Arne also shares how meeting someone in person at least once — even with a team that is otherwise fully remote — changes the texture of every Zoom call that follows. That first handshake, he says, carries more weight than any amount of video history. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

  6. Sep 9

    From Getting Fired to Running a Thriving SEO Agency with Leo Poitevin | Ep #929

    Would you like to learn how to accelerate your agency growth? https://www.agencymastery360.com/training Leo Poitevin is the founder of Astrak, a fast-growing SEO agency based in Chiang Mai, Thailand, specializing in the French-speaking market. In just a year and a half, Leo grew his team from one to ten people — a journey that started not with a bold entrepreneurial vision, but with getting let go from a job during his probation period. In this episode, Leo and Jason get into what it really takes to go from freelancer to agency owner, how to reclaim your time as you scale, and the hard lessons of hiring your first salesperson. Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Key Takeaways: Build for enterprise value, not freelance income.** The first year and a half of running an agency often means making less money than you would going solo. Leo reframed that trade-off by focusing on what he was actually building: a sellable company with real enterprise value, not just a higher hourly rate. Get your time back by compressing from the top down.** Leo's approach: start at maximum workload, then delegate piece by piece and block more time back into your schedule. If you start at 12 hours a day, there's only one direction to go. Every six months, something that used to live on his plate no longer does. Know what role you're actually hiring for before you post a job.** Leo discovered that "sales guy" isn't one job — it's a closer, an SDR, a full-cycle rep, and more. He and Jason break down why small agencies need someone who can do everything, and why matching your hire to your ICP matters more than industry experience. YouTube builds trust and leads even at small scale.** Without a large following or high-end production, Leo generates consistent inbound leads through long-form screen share videos. If you're struggling with lead generation, he says this is the most underused channel for agency owners. Leo also shares how he built his sales process from scratch using a $7 online course, competitor proposal decks, and conversations with other agency owners — and why he believes you can't survive this industry long-term if you don't genuinely like people. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

  7. Sep 2

    How to Remove Yourself as the Bottleneck and Build a Scalable Agency with John Jantsch | Ep #928

    Would you like to learn how to accelerate your agency growth? https://www.agencymastery360.com/training John Jantsch is the founder of Duct Tape Marketing, a marketing agency he built over 30 years and the author of the bestselling book Duct Tape Marketing. He has since licensed his systematic marketing methodology to more than 400 agencies, consultants, and fractional CMOs around the world. In this episode, John joins Jason to talk about the hard lessons of removing yourself from the center of your agency, why smaller agencies have a real competitive edge when they lean into being human, and why the fundamentals of marketing haven't changed; even as AI reshapes the tools we use. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions:Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Key Takeaways: The team is the result, not you. If clients believe you are the product, that's exactly what they'll demand. John shifted the dynamic by bringing team members into discovery calls early, showing clients they were getting a team — and a better outcome — not just one expert. Stop answering, start asking. John stopped giving his team the answers and started turning questions back on them. It felt uncomfortable at first, but over time it built a team that thinks independently and holds him accountable to staying in his lane. Scaling a methodology requires radical simplification. When John began licensing Duct Tape Marketing, he discovered that what lived in his head was 90% too complicated to transfer. It took 5 to 7 years of documentation, iteration, and simplification before the system was truly teachable by others. Marketing fundamentals don't change — delivery does. After 30 years, John's north star is the same: get someone who has a need to know, like, and trust you enough to buy. AI changes how you reach that outcome; it doesn't change what you're trying to accomplish. John and Jason also dig into why trying to look bigger is often the wrong play for smaller agencies, how John grew key team members internally over 10 to 13 years rather than through traditional hiring, and why agency owners need to own a leadership seat with their clients — not just a tactical one. Want a quick overview of John's system? Grab his free ebook at dtm.world/7steps. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

  8. Aug 26

    Why Managing to Strengths Beats Managing to Tasks with Laura Lee Jones | Ep #927

    Would you like to learn how to accelerate your agency growth ?  https://www.agencymastery360.com/training What if your biggest growth bottleneck isn't your team—but how you're leading them? Laura Lee Jones built Lion Share Marketing into a 45-person healthcare agency with an extraordinary retention record by focusing on people before processes. Rather than forcing employees into predefined roles, she learned to build roles around their natural strengths, creating an environment where team members stay for decades, leaders stay in their zone of genius, and the business continues to grow profitably. In this episode, Laura shares how shifting from task management to strength-based leadership transformed her culture, why founder role clarity drives long-term growth, and why profit—not revenue—is the metric that ultimately matters. What You'll Learn Why treating employees the way you want to be treated creates long-term retention. How managing people around their strengths outperforms assigning work based on organizational charts. The leadership shift from directing every task to building complementary teams. Why founders should protect the work only they can do—and delegate everything else. How staying focused on profit instead of revenue leads to healthier decisions. The connection between founder role clarity, team stability, and sustainable agency growth. Key Takeaways Great retention isn't created through perks—it's built through consistent leadership and genuine care for your team. Stop trying to make people fit every role. Build roles around the strengths your people naturally bring. Founders become bottlenecks when they refuse to let go of work outside their highest-value contribution. Revenue growth means very little if profit, team health, and founder fulfillment are declining. Long-term agency success comes from designing a business where the right people are doing the right work—and the founder stays focused on the responsibilities only they can own. Have you been losing good people and telling yourself it is the market, the economy, or bad luck? Maybe you've been watching revenue numbers so closely that you forgot to ask whether the profit and the life underneath them were actually working. Today's featured guest runs a 45-person data-driven healthcare marketing agency she starting building just four days after being fired from an agency job. She'll get into why she intentionally built her agency thinking about employee happiness and fulfillment, how she evolved from drill sergeant to leader who plays to people's strengths, and what she has learned about staying profitable and mentally steady across three decades of business cycles. Laura Lee Jones is the CEO of Lion Share Marketing, a Kansas City-based agency specializing in data-driven marketing for the healthcare industry. They build large patient and prospect databases, layers proprietary software on top of them, and uses front-end analytics and back-end ROI measurement to drive healthcare marketing decisions. Laura Lee started the agency in 1995 after being let go from a firm she had run for ten years. She has grown Lion Share to 45 people with a retention rate that is genuinely unusual: some team members have been with her for close to 30 years, and several who could not join immediately due to non-compete agreements came over as soon as they could. In this episode, we'll discuss: The standard that makes people want to stay 30 years Pairing people with the work they want to do Why revenue is not the number that matters the most Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions:Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Why People Stay for 30 Years Laura Lee does not have a complicated theory about retention. She built her agency around a standard she had for herself: treat people the way you want to be treated, and then actually do it rather than just saying it. When she wanted flexibility because she was going to be a mother, she built it into the culture for everyone. When she wanted to leave early on summer Fridays, she made two o'clock the standard. When she needed childcare, she added a daycare to the building so anyone on the team who needed it had access. The outcome of that consistency over 30 years is a team that has watched each other's children grow from birth to college graduation. That kind of tenure is not built through perks or compensation alone, but through a founder who did not treat the team differently than she wanted to be treated herself, and who kept that standard even when the business hit years that were harder than expected. People can tell when a policy is real and when it is marketing. Learning to Lead Instead of Just Direct As Laura Lee herself admits, her early leadership style looked like a drill sergeant with a checklist, trying to fit square people into round holes. The evolution away from that happened as she paid more attention to what people were actually good at rather than what she needed done. Her agency's standard now is pairing people with the work their natural strengths fit, not assigning tasks based on organizational convenience and hoping it works out. The specific example she gives is herself: she does not take detailed notes and never will. So she pairs herself with someone who does it well, gets the net summary she needs, and stays at the altitude where she is most useful. That same principle applies across the team. The grumpy programmer who is brilliant at the work does not need to be socially engineered into a different personality. They need to be left in the seat where the grumpiness does not matter and the brilliance does. That is a structural decision that keeps the right people doing the right work and reduces the friction that makes good people leave. Revenue Is Not the Number That Matters Laura Lee has grown her agency every year but one in thirty years and she believes this is because she stays in the relationship and business development role that only she can fill, and she does not let herself get pulled into operations. The moment she drifts from that job, the numbers move. That clarity of role is the structural discipline behind the growth consistency. For most founders, a revenue dip triggers alarm regardless of what is happening to margin. The more honest measure is whether the business is generating real profit, whether the team has what it needs, and whether the founder is actually enjoying the work. Laura Lee frames it the same way: you are the one who picks what your life looks like, whether you are an owner or not, and you can always pick again. Thirty years in, she is still picking. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out ourAgency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

4.8
out of 5
138 Ratings

About

Growing an agency is very difficult, and you might feel unclear what to do next in order to grow and scale your agency. The Smart Agency Masterclass is a weekly podcast for agencies that are wanting to grow faster. We interview amazing guests from all over the world that have the experience of running successful businesses, and will provide you the insights you need. Our podcast is just over 3 years old, and have reached more than a half million listeners in 42 countries.

You Might Also Like