Key Takeaways

• Client churn often feels sudden but usually stems from deeper issues than just performance.
• Reacting to churn with more sales efforts alone treats the symptom, not the cause.
• Real solutions come from diagnosing and addressing foundational operational and leadership gaps.
• Agencies must assess fit and alignment with their ICP before onboarding clients.
• A structured, visual onboarding process dramatically improves early client experience.
• Early value delivery within the first 14 days is crucial to build trust and retention.
• Success criteria must be defined, documented, and agreed upon with clients before starting work.
• Regular, proactive communication is essential—communication gaps often signal pending churn.
• A single team member should own each client relationship for better accountability.
• Profitability and team burnout must be tracked and managed for sustainable service delivery.
• Skipped calls and lack of communication are often early signs of client dissatisfaction.
• Agencies should use a churn diagnostic checklist after every lost client to identify breakdowns.

Get the Client Churn Diagnostic here!

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)

Key Takeaways

• Pasha’s agency journey started as a side hustle while bootstrapping his own Amazon brand.
• AMZ Optimized helps FBA sellers scale faster and more cost-effectively than hiring in-house.
• The human relationship element is essential to long-term agency success—automation alone can’t replace it.
• Applying principles from permaculture, Pasha builds systems with multi-functional benefits for both clients and team.
• The agency is launching an AI tool to streamline Amazon listing backend optimization.
• Referral networks and strategic partnerships are central to AMZ Optimized's growth.
• Smaller, well-optimized teams using the right tech can outperform larger, less agile organizations.
• Town halls and internal communication foster a strong remote culture across global time zones.
• AI should enhance, not replace, core functionality in tools and systems.
• A long-term, client-centered approach led to 20x growth for one Amazon brand.

Check out Pasha's agency here:

https://www.amzoptimized.com/

https://www.agencyuplift.co/email

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)

Key Takeaways

• Warren transitioned from music to marketing, finding parallels in creativity and structure between both disciplines.
• He spent nearly 10 years on the client side before launching Ollo Metrics, inspired by the impact agencies had on brand transformation.
• COVID forced a shift from in-person collaboration to remote support, prompting the development of internal training programs and tools.
• Tools like OfficeVibe were instrumental in improving team morale, stress management, and leadership responsiveness.
• Ollo Metrics acquires new business primarily through speaking engagements, referrals, and workshops.
• The agency runs a partner group called TAP (Trusted Agency Partner) to foster non-transactional referral relationships.
• Their ideal client is a B2C service-based business with a small internal marketing team needing executional support.
• Warren shared a major client win involving advanced Google Ads campaign structuring, resulting in a 163% increase in ROAS.
• He believes in exploring a wide range of client types before refining the agency’s ICP.

Check out Warren's agency here:

https://www.ollometrics.com/

https://www.agencyuplift.co/email

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)