Save Time, Close More Deals, and make better decisions
An online course teaching agencies how to map out their systems and processes as well as report and analyze their lead, client, project, and lead generation data.
AGENCY X-RAY IN 5 MINUTES
Do you feel like you’re working really hard in your agency, and getting leads, making sales, but…. it's sapping all of your energy?
Hi, I'm Noah, and I’ve been there.
I've been running a website agency since 2002 and most of the time I've struggled with having enough sales and being overwhelmed with the day-to-day.
In fact, I've had to hit pause on my agency more than once to go get "a regular job" so I could feed my family. Running a business is hard!
There have been times where I was working 16 hour days, 7 days a week, for months on end. It put a massive strain on my family, I had zero social life, and the awkward fact was - it didn’t feel like I was making much money anyway.
What got me here won't take me there
My agency has improved through the help of some amazing coaches and training systems over the last four years. I've been coachable and taken massive action in several courses and masterminds. I'm indebted to Troy Dean, Nick Gulic, Clifford Almeida, and Simon Kelly to name a few. Outstanding humans and training, truly.
But... there was a piece of the puzzle missing for my agency.
Once I scaled beyond 20 clients and had conversations with 10+ leads/month my tracking systems started to fall apart. I lacked the framework for how to track my leads and clients or manage my projects at scale.
That made me look deeper at how I organized my company, and I realized I had to rethink everything.
Ironically, being organized in my personal life has always been one of my strengths... it's just that my agency had scaled too fast.
New problems started to emerge and I had questions I couldn't answer.
Questions that every agency should know about their company.
Dozens up dozens more questions emerged. In fact here are 50 questions that I needed to have the answers to.
If my agency was going to survive (and scale) I needed to create a better system.
I Solved My Own Problem
I quickly realized that the average CRM or Project Management tool didn’t have templates to cover this (and believe me, I tried a LOT of them).
Their formulas were basic, the views were cumbersome, they were slow/bloated, and were not agency focused.
Looking around the agency ecosystem I also didn't see anyone teaching the distinctions of organization, managing a sales pipeline, and answering these hard questions.
Since organization & creating systems has always been in my sweet spot I rolled up my sleeves and focused on building my DREAM tracking system.
I put down every single question I could possibly have about my leads, my clients, and my profit, and worked out a system to give me that information easily.
It needed to be easy to use, lightning fast, and provide real business insights. It could not just be data for data sake.
When I first got version 1 built out, it was an eye opening experience.
I saw missed opportunities, discovered which clients were draining my resources for little return, calculated the real profit on the supposedly “big money” projects, and saw which parts of my sales process were broken.
That was back in 2019.
Since then, I’ve spent improving both my tracking systems AND my business.
I uncovered dozens and dozens of actionable business decisions just by tracking and extracting gold from my own data.
Now, I’m really happy to say things are a lot better. I’m closing more deals than I’ve ever closed before, I’m making way more profit, and best of all - I am not working ANYWHERE near as much as I used to.
Agency X-Ray is Born
One thing I get a lot of people asking about, is the system itself. I have to stress, it isn’t just about having a customized CRM or a Project Management tool.
You could take the same system I have for myself, but without understanding how you use it and why you use it, you won’t end up integrating it effectively.
So, I figured I’d put together a course about this. As part of the course, I’ll run you through the three main parts of my system:
- Sales Pipeline Management
- Client Organization
- Analysis & Reporting
At the end of the course, you’ll end up with a tailor-made system for your agency.
You'll be able to answer the hard questions and make better business decisions.
And, as a bonus, I’ll give the exact template I have developed over the last two years for my agency... calculations and all.
The Agency X-Ray course including the template is $200. Payment is available via PayPal or credit card.
Want to learn more about the actual software I use to run my agency?
I use (and love) Airtable. It's a great tool, but it can be overwhelming when you first pick it up. To help, I've put together a short micro course to teach agency owners how to pick up Airtable and get started.
Agency X-Ray in a nutshell
Agency X-Ray is a comprehensive course teaching agency owners how to best manage their sales pipeline, organize client data, and make better data-driven decisions for their business. It also includes a CRM template that you'll customize.
1. Systemize your sales process to close more deals
2. Organize client details to provide better service
3. Analyze your data to make better decisions
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Top 50 questions Agency X-Ray can help you answer:
I've owned a website agency since 2002.
My team handles all design, development, and client-facing work while I manage lead generation, sales, and business development.
In fact, I haven't build a website since 2015.
Focusing on the business has allowed me to fine-tune my sales process and answer the big questions for my agency.
Agency X-Ray is the culmination of that focus.