Many agency leaders have heard of the Entrepreneurial Operating System (EOS) and similar frameworks like Scaling Up. These models rose to prominence in part because they brought valuable structure to entrepreneurial businesses, especially those producing physical goods. But as a seasoned agency owner and consultant who’s worked exclusively with agencies for decades, it became clear that what works for manufacturers or product-based firms just doesn’t fit the unique realities, culture, and growth challenges of creative and marketing agencies.

Recognizing this, we took the foundational value of proven systems like EOS and Traction—not their templates, but their spirit of accountability, goal-setting, and leadership building—and purpose-built a new approach that speaks directly to the service-driven agency model. That’s how Agency Advantage was developed: by combining time-tested operational logic with agency-specific expertise, real-world agency best practices, and the nuanced needs of creative businesses.

Who Should Consider Agency Advantage?

  • Agencies that are thriving, but experience periodic stalls or setbacks that greater industry understanding could help you overcome.

  • Owners who find themselves too integral to day-to-day operations and need a path out so they can focus on growth, vision, or the work only they can uniquely do.

  • Agency teams aiming for a more repeatable, intentional structure to accomplish bigger goals more efficiently.

  • Leadership teams that want to share ownership of decision-making and operational accountability, so the weight doesn’t always fall on the owner alone.

  • Agencies looking for sharper, more practical decision-making frameworks and a process for tackling tough issues as a team.

  • Owners and teams who believe their profitability could—and should—regularly exceed 20%, but don’t always know how to get there.

Why Agency Advantage Works for Agencies—Not Just Any Business

Agency Advantage isn’t a generic program repackaged for agencies. It was conceived from years of real-world work inside agencies, and is led by facilitators who have lived agency life, solved agency challenges, and stay on the pulse of agency industry benchmarks and realities every day. This isn’t theory—it’s practical, in-the-trenches counsel, guidance, and strategic facilitation focused 100% on the agency business model.

The program’s impact is exponential when facilitated by someone who not only knows the process but also understands the agency experience, speaks your language, and can deliver support that resonates with agency teams. That’s why Agency Advantage pairs operational tools with the direct insights and coaching of professionals who help hundreds of agency leaders every year.

What to Expect from Your First Year

Agency Advantage is delivered through a structured, year-long program with a rhythm designed for agency leaders who want to see real, lasting change:

  • 1.5-Day Kickoff Session: We’ll set the year’s priorities, define the key metrics, practice new skills, and embark on a journey toward greater accountability—as an agency, not just a generic business. This session can be conducted virtually or, if necessary for team dynamics, in person for an additional fee.

  • Three Quarterly Working Sessions: Every 90 days, your leadership team will regroup to assess progress, troubleshoot new challenges, reset priorities, and ensure continual improvement.

  • Annual Wrap/Restart: Each year ends (and begins) with a facilitated day focused on team development, setting fresh agency goals (rocks), and recapping progress—ensuring every year builds on the last.

  • For reference, here’s how a typical year unfolds:

    • January: Kickoff & vision session (1.5 days; in-person optional)

    • April: Virtual session (1 day)

    • July: Virtual session (1 day)

    • October: Virtual session (1 day)

    • The following January: Annual wrap and relaunch (1 day)

Agency Advantage isn’t for the passive or the uncertain; it’s an all-in commitment for agencies that are serious about transformation. Our work together is a one-year engagement—if you decide to leave early, the full annual fee remains. After that year, you decide whether to keep growing with our guidance or take the tools forward independently or with another facilitator.

Every session is built to accelerate agency momentum—no cookie-cutter advice, no recycled manufacturing metaphors. Just proven agency-specific processes, delivered by someone who’s dedicated their career to making agencies more successful, resilient, and profitable. That’s Agency Advantage.