Transform Your Agency into a Scalable Asset

As an agency owner, raise your hand if you say this to yourself in the mirror at least once a week: “I’m tired.”

And not just the “I need more sleep, the kids/dogs/spouse woke me up too early, my to-do list is too long” kind of tired. 

But rather, the “I’m exhausted from sprinting uphill and carrying the weight of holding my business together” kind of tired. 

The latter can’t be remedied with a nap. Oftentimes, it can’t even be remedied with more time and effort or hiring more help. 

What you’re missing isn’t rest. It’s clarity. And clarity can’t come if you’re mired in the weeds and spending your days fighting fires. 

If this is you, say hello to your new business advisors.

Clarity is what we specialize in at Advocation. 

Our Agency to Asset™ Strategic Roadmap is designed for PR, marketing, and digital agency owners who want to scale to the next level but feel stuck in the mud where they are. 

Through our proven and proprietary process, we uncover revenue growth opportunities, optimize your services for maximum profit, and structure your team to function without your daily oversight. 

The end result? A detailed strategic roadmap that empowers agency owners to transform chaos into clarity, eliminate fire drills, drive sustainable growth, and finally step into their role of visionary leader. 

Who Is This For?

If you’re an agency owner who is experiencing any of the below, we can help.

• You want to finally pay yourself the executive-level salary you deserve
• You’re stuck in day-to-day client work and want to “promote” yourself so you can focus on growing the firm instead of handling client deliverables 
• One day, you want to exit yourself entirely, so you need a business model that runs without you
• You need help solving long-standing issues, like cultivating a reliable second-in-command or increasing profitability for good
• You’re unsure if your firm is set up correctly for what you want to achieve–from org chart to systems to service models 
• You’ve hired advisors in the past who don’t truly understand the unique beast that is the agency business model 
• You feel that if you just had a plan to execute, you’d soar to the next stage in business 
• You want to launch the next phase of your services to offer something far more streamlined, profitable, and scalable 

If you’re looking to receive support on any of the above in a safe, judgment-free environment, we’re your team.

Our Framework

For each partnership, our Agency to Asset™ framework serves as our beacon for building a truly scalable business asset.

At the bottom of our pyramid, we have the structure that allows your firm to truly scale. Every roadmap focuses on the big three elements required for a stable agency business model–your services, team, and financials.

Our Process

The Agency to Asset™ Strategic Roadmap is an eight-week process that offers agency owners a clear path to scaling their business with less chaos, more profit, and a team built for growth.

If you are stuck in the weeds, this program is for you.

With expert guidance and a fully customized plan, you’ll gain clarity on how to drive sustainable growth and finally step away from day-to-day operations, all while feeling confident that your agency can thrive without you at the center of everything.

Step 1: A Thorough Review of Your Business
Your initial discovery period with our team allows us to uncover targeted opportunities for scalability. As part of this phase, we also conduct a Clarity Call before our day together to ensure we fully understand the state of your firm.

Step 2: Full Day of In-Person Strategic Planning
You spend a full day with our expert team, getting personalized, one-on-one attention. Together, we'll dive deep into the challenges and opportunities within your business and create strategies to scale sustainably. 

During our time together, we co-create the outline for your strategic roadmap.

Step 3: A Comprehensive Strategic Roadmap
Following our in-person day, we’ll finalize your 12-month roadmap and deliver it four weeks later. 

This is a custom roadmap designed to meet your unique goals. It includes the specifics of how to build scalable models for your services, team, and financials, including priority projects, timelines, resources required for execution, and low-hanging fruit opportunities that require minimal effort but make a big impact on your firm.

Step 4: Execution
You'll receive all of the necessary details required to execute the roadmap. Some of our clients choose to execute on their own, while others seek our counsel and support. 

In addition to 1:1 consulting and coaching, we provide on-demand and in-person workshops, courses, and training using our Agency to Asset™ framework, which can support your ongoing execution.

What We Cover In Your Day

As mentioned above, we cover the three fundamental pillars of a healthy agency—financials, services, and team. If, throughout the onboarding process, we determine one or more of these pillars is healthy, we’ll pivot with a custom recommendation on what will be the most helpful pillar for you to focus on right now in your business.

Financials

Creating a profitable and scalable financial model is crucial for long-term growth. We'll work with you to uncover hidden revenue opportunities, optimize margins, and ensure your agency is financially resilient. By analyzing everything from top-line revenue to staff allocation, you'll have a clear financial plan that reduces stress and sets you up for sustained success.

We'll assess:

• Top-line revenue vs. gross profit
• Client delivery margins
• Staff and labor costs
• Owner(s) salary
• Overhead
• Investment in sales & marketing initiatives
• Allocation of billable vs. non-billable staff

Services

Your services are the backbone of your agency, and refining them for scalability is key to future growth. We’ll help you streamline offerings, improve pricing strategies, and remove bottlenecks, ensuring that your services are designed to reduce your direct involvement in day-to-day operations.

We assess:

• Flagship service offering(s)
• Service pricing strategy
• Risk mitigation in your client base
• Delivery systems for the current and next stage in business
• Removing the founder from client work (if desired)
• Eliminating current bottlenecks in client work

Team
A well-structured team is essential for scaling your agency. We review your current roles, identify gaps, and plan for the hires and roles needed in your next stage of business. By aligning your team with both service and financial goals, you'll have the right people in the right roles to support your growth.

We assess: 

• Right and wrong-fit roles for the agency
• Aligning the org chart with service needs and financial goals
• New hires needed within the next 12 months
• Changes to current roles on the team