How to Make Clients Choose You and Stay: Lessons You Can Steal from Caitlin Copple & Holly Conti | Ep #811 Podcast Por arte de portada

How to Make Clients Choose You and Stay: Lessons You Can Steal from Caitlin Copple & Holly Conti | Ep #811

How to Make Clients Choose You and Stay: Lessons You Can Steal from Caitlin Copple & Holly Conti | Ep #811

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 Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training How are you positioning your services as essential rather than optional, and accurately measuring growth and profitability to sustain long-term success? How are you measuring your agency’s growth and profitability? Today’s featured guests unpack how they scaled their PR shop past the million-dollar mark in under four years — and their journey offers valuable insights that any agency owner can apply immediately. Learn why they prefer growing the agency as partners, as opposed to sticking to being solopreneurs, how they’ve been tracking their growth, and how to over-communicate with clients openly so that choosing you is the easiest decision. Caitlin Copple and Holly Conti are the co-partners of Full Swing PR, an agency that offers senior-level PR services to help amplify clients’ story or cause and takes pride in creating authentic, lasting relationships with clients. They discuss their unique partnership dynamics, their approach to quarterly planning and KPIs, and their philosophy on "practicing what you preach" in the agency world. They also emphasize the importance of understanding client needs, demonstrating value, and the shift from focusing merely on publicity to generating tangible client pipelines. In this episode, we’ll discuss: Breaking the visionary and integrator partner mold. Making sure to walk the walk in your own business. How to make your business a ‘must-have’ Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you’re leveling up your team and your client experience, your site builder should keep up too. That’s why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Breaking the Visionary-Integrator Mold Caitlin started Full Swing solo, but always kept Holly in mind as the ideal partner for her business after they met working at an agency. It took some time, though, since Holly was first pregnant when Caitlin started the agency and then busy being a mom to a newborn. However, her involvement progressed, first as a moonlighter, then the agency’s first employee, and eventually becoming the co-pilot Caitlin had always envisioned. Founder duos often get asked about who identifies as the “visionary” or the “integrator.” In their case, Caitlin and Holly both think big and get in the weeds. They take turns in both roles, which makes it complicated, but it works with a dose of brutally clear communication and mutual respect. Why work like this? It all comes from their beginnings as working moms in the business. As they explain, they initially treated it like a job share tagging each other in and out in the early days so they could both keep the wheels turning — and the babies fed. Partner Up or Burn Out Some agency owners do prefer to fly solo, but for the ones stuck doing it all alone — losing sleep over payroll, client churn, or the next contract that might vaporize overnight — Caitlin and Holly are living proof that a solid partner is worth their weight in gold. Having someone to say “we got this” when a contract gets pulled from underneath you is priceless. Sure, partnerships are basically work marriages (with all the ups and downs). But good ones make the tough days survivable — and the big wins that much sweeter. Walk Your Talk or Get Called Out Do you make sure your agency is practicing what you preach? Or are you one of the agencies that just “can’t find the time” to work on their own website or marketing? Too many agencies hide behind ‘we’re too busy with client work’ while their own site looks like it was built in 1997 by a drunk intern. In their specific case as a PR agency, Caitlin and Holly practice the tenacity they teach their clients to have. “PR is about tenacity. It’s not enough to do good work. People need to see you doing it.” Just like they tell clients to show up consistently, be visible, and ask for what they want. They make sure to do the same. Furthermore, putting yourself in your clients’ shoes as small business owners will help you intimately understand the challenges they face and understand the investment they’re making on your agency and how much they’re betting on the results you can bring. For Caitlin, this means taking people “from publicity to pipeline,” because she understands as a small business owner how important it is to have four time the sales you need to meet your annual budget. In other words, treat your own agency like your most important client — or watch it slowly bleed opportunities. Quarterly Planning, KPIs, and the Secret Sauce So much can ...
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