As an agency owner, your role should be to assemble a team to document the process,

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For example, Chris once hosted a meeting with salespeople jordan b2b leads and marketing people from the same company, even though they had never met! This lack of coordination is a disaster.

Chris can bring smart people into a room and challenge the norm as a third party. He visualized the customer journey—from initial contact to closing and referral—on one board. His team then mapped out all the marketing materials needed to make sales at each step—drip ads, retargeting ads, videos, etc.

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identify gaps in collaboration, and outline all the tools needed for sales execution. This coordination allows for clarity and integration. When you can connect the dots across silos, magic happens.

Next, lead with data. Relying on intuition or conventional wisdom does not provide the concrete basis many clients seek.