EOS and Forecasting Your Organizational Chart

FromAgency Unfiltered

Start listening View podcast show

EOS and Forecasting Your Organizational Chart

FromAgency Unfiltered

ratings:

Length:

22 minutes

Released:

Aug 28, 2019

Format:

Podcast episode

Description

Eric Baum teaches us about the Entrepreneurial Operating System (EOS), what it changed operationally for Bluleadz, and how other agencies can get implement it into their firm. He then navigates the history of his org chart and what the future holds.

Released:

Aug 28, 2019

Format:

Podcast episode

Titles in the series (100)

[NEW EPISODES EVERY WEDNESDAY] Agency Unfiltered is a weekly podcast that features interviews with agency owners around agency operations and agency growth. Nobody knows how to scale agencies better than those that are doing it, and they're happy to share an unfiltered look into what has worked—and what hasn't. Hosted by Kevin Dunn.

Skip carousel

Building an Agency Team Structure for Scale by Agency Unfiltered
15 min listen
Tips for Effectively Managing a Remote Team: Tommy Butcher of LyntonWeb joins us to talk about managing a remote workforce. He starts at the beginning with the initial decision and the benefits they’ve seen since. He then walks through how they’ve built their internal processes to set their... by Agency Unfiltered
15 min listen
Finding and Keeping the Right-Fit Clients: Beth Carter of Clariant Creative teaches us about the importance of finding right-fit clients. She shares why it’s so important to qualify for fit, how she identifies if a potential client is a right or wrong fit, and what impact this has on the... by Agency Unfiltered
20 min listen
Unlocking New Revenue with Growth-Driven Web Design: Darren Ratcliffe helps break down growth-driven design, the data-driven re-imagining of web design. Learn how his team transitioned from traditional web design to GDD, how he updated his processes for delivery, and what GDD has achieved for his customers. by Agency Unfiltered
17 min listen
Creating Your Agency's Video Strategy: Gabriel Marguglio of Nextiny Marketing joins us to talk video strategy: both as a customer service tool for your agency and as a service offering for your clients. Learn how to allocate resources and develop processes to start your own scalable video... by Agency Unfiltered
25 min listen
EOS and Forecasting Your Organizational Chart: Eric Baum teaches us about the Entrepreneurial Operating System (EOS), what it changed operationally for Bluleadz, and how other agencies can get implement it into their firm. He then navigates the history of his org chart and what the future holds. by Agency Unfiltered
22 min listen
Navigating Common Marketing, Sales, and Delivery Pitfalls: After working with agencies across the globe to help scale, Pete Nicholls of HubDo comes in the studio to share his tips and tactics on how to navigate the most common roadblocks agencies face around marketing, sales, and client delivery. by Agency Unfiltered
19 min listen
The Sales First Approach to Marketing by Agency Unfiltered
25 min listen
Using Thought Leadership to Boost Client Results: Joining us this episode is Sheila Mitham: CEO of Inbound Fintech. Serving primarily in the B2B space, Sheila educates us on how she incorporates thought leadership into her client engagements to address customer pain-points and build valuable,... by Agency Unfiltered
28 min listen
Developing Your Agency’s Mission: Christine Mortensen of Sprk'd jump starts our stay in Chicago by talking about how she's developed her agency’s mission. We dig into why it’s important to make an impact to society, how you can go about creating your own mission, how you get... by Agency Unfiltered
18 min listen
Building Relationships with HubSpot Direct Reps by Agency Unfiltered
34 min listen
Strategically Manage Your Team's Capacity by Agency Unfiltered
21 min listen
The Power of Process Development: Romi Dexter of Hype and Dexter, and her team, were able to take their agency from concept to platinum HubSpot partner in only nine months. Romi shares her learnings along the way, the processes they prioritized and mapped out first, and how they... by Agency Unfiltered
21 min listen
3 Programs for Improving Your Profitability by Agency Unfiltered
29 min listen
Hiring and Retaining Top Agency Talent: All the way from Santiago, Chile, Ranya Barakat of IDS Agency sits in to share how she’s been able to build an effective team for her agency. We talk about her candidate pipeline, her interview process, and her focus on professional development. by Agency Unfiltered
15 min listen
Tech Stack Discovery and Platform Consultancy: Gabriel Marguglio, CEO of Nextiny Marketing, joins us to discuss how he was able to maximize the opportunity around technology consultation. Learn how to embrace software, platform capabilities and become a platform consultancy agency. by Agency Unfiltered
22 min listen
Defining and Documenting Your Employee Onboarding Process: Alison Leishman, cofounder of Spitfire Inbound, joins the show to talk about her team’s onboarding process. She teaches us about why defining and documenting a process is so important, how she customizes onboarding tracks by role and function, and... by Agency Unfiltered
18 min listen
Offering Conversational Engagement as a Service: Remington Begg of Impulse Creative joins us to talk through conversational engagement, how agencies leverage chat for themselves, and where they should get started. He then pivots to how agencies should position conversational strategy to their... by Agency Unfiltered
20 min listen
Why Agencies Need to Be More "Picky" by Agency Unfiltered
23 min listen
Eliminating Scope Creep by Agency Unfiltered
17 min listen
Rolling Out a Full Agency Rebrand by Agency Unfiltered
23 min listen
How We Navigated a 4 Agency Acquisition: Ingunn Bjøru joins us to discuss how her team approached the M&A and creation of Avidly, how she knew it was time to open the discussion, and what the transformation into Avidly meant for her leadership team, her employees, her processes, and her... by Agency Unfiltered
21 min listen
Scaling Content Marketing in 2021 and Beyond by Agency Unfiltered
23 min listen
Running an Inbound Paid Ad Strategy: Carter and Cameron, Partners at Creative Cave, come on the show to discuss paid ads and how they fit into their agency’s overall inbound strategy for clients. They discuss why agencies shouldn’t see paid ads and inbound as two competing... by Agency Unfiltered
24 min listen
Managing Increasingly Sophisticated Clients: It’s no secret: clients have become more tech savvy and in tune with the digital landscape, which has the opportunity to add friction to your team’s ability to consult and drive strategy. Paul Brienza from Laughlin Constable explains what this... by Agency Unfiltered
20 min listen
Implementing Open Book Financial Management: Mike and Nikole Rose of Mojo Media Labs join us to talk about open book financial management: a practice in which Mojo shares their financials with the team to have everyone think like business owners. We talk about why they incorporated this... by Agency Unfiltered
30 min listen
Mastering Client Web Projects: Trish Lessard, CEO of Mediajunction, joins us to talk client websites and how to manage complex CMS builds, migrations, and implementations—while keeping these projects under budget, within scope, and delivered on time. by Agency Unfiltered
21 min listen
Navigating Your Critical Scale Points: Bob and Verity Dearsley, the Chief Executive and Managing Director of B2B Marketing Lab, join us to talk about scale points: the times where you must invest, revamp, or pivot to properly scale your growing agency. Learn how to focus on the customer,... by Agency Unfiltered
29 min listen
Shattered By Embezzlement (and How We Climbed Out): As CEO of Campaign Creators, Bob’s story is an interesting one: in 2016, Bob had an employee embezzle three hundred thousand dollars from his agency’s payroll account. In this episode, Bob shares this story in full and how he was able to rebuild... by Agency Unfiltered
31 min listen
“Renewing Your Vows” with HubSpot by Agency Unfiltered
30 min listen

More Episodes from Agency Unfiltered

Skip carousel

Accelerating Growth with Category, Industry, and Platform Specialization by Agency Unfiltered
43 min listen
Prospecting & Lead Generation Tactics That Work for 2024 by Agency Unfiltered
40 min listen
Parental Leave Planning & Continuity in the Client Experience by Agency Unfiltered
39 min listen
Scaling Delivery with a LATAM-based Team by Agency Unfiltered
46 min listen
Partner GTM with a Recommended Tech Stack and App List by Agency Unfiltered
45 min listen
Launching a Verticalized Sub-Brand by Agency Unfiltered
46 min listen
Implementing the Four Day Workweek by Agency Unfiltered
41 min listen
Evolving ABM with an Account-Based RevOps Strategy by Agency Unfiltered
41 min listen
The Tech-Enabled Path Towards Scale by Agency Unfiltered
41 min listen
Selling and Servicing Frameworks from a Growing Partner by Agency Unfiltered
44 min listen
Evolving Your Sales Strategy as a Small (and Growing!) Agency by Agency Unfiltered
41 min listen
Growing an Agency YouTube Channel (and Lead Engine) to 1.2M Views by Agency Unfiltered
37 min listen
A Community Builder's Guide to Community-Led Growth by Agency Unfiltered
38 min listen
HubSpot for Education & Deep Niche Alignment by Agency Unfiltered
42 min listen
Operationalizing AI-Powered Solutions and Processes by Agency Unfiltered
37 min listen
The Advantages to Maintaining a Lean Team (in both Sales and Servicing) by Agency Unfiltered
36 min listen
Culture & Sales: Dan Tyre's Strategy for Achieving Scale & Sustainable Growth by Agency Unfiltered
51 min listen
Driving Sales Performance with a Sales Enablement Strategy by Agency Unfiltered
42 min listen
Synergy & Strategy: Unlocking Growth Through "Sister" Agencies and Partnerships by Agency Unfiltered
47 min listen
Unlocking Operational Efficiencies with Private Client Portals by Agency Unfiltered
42 min listen
Empowering Small by Agency Unfiltered
36 min listen
Navigating the Proliferation of Artificial Intelligence by Agency Unfiltered
45 min listen
Powering Agency Efficiencies with Generative AI by Agency Unfiltered
42 min listen
Accreditation Applications Built to Pass (from a 3x-Accredited Partner) by Agency Unfiltered
51 min listen
How to Maximize HubSpot Academy for Accelerating Your Career by Agency Unfiltered
46 min listen
Scaling New Hire Onboarding with Academy Certifications by Agency Unfiltered
34 min listen
Selling Into & Servicing the Enterprise by Agency Unfiltered
44 min listen
Change Management and Ensuring Post-Implementation Adoption by Agency Unfiltered
37 min listen
HubSpot's Strategic Objectives and Partner Vision w/ CEO Yamini Rangan by Agency Unfiltered
42 min listen
Leveraging a Connected Platform with RevOps & HubSpot's Operations Hub by Agency Unfiltered
40 min listen

Related podcast episodes

Skip carousel

Implementing EOS: In this episode, Rick sits down with Alloy COO, Suzanne Robb, to discuss the implementation of the Entrepreneurial Operating System (EOS). We define EOS and describe how we use it in our fitness business. by Alloy Personal Training Business
35 min listen
How Implementing EOS Can Supercharge Your Digital Marketing Agency’s Growth by Seven Figure Agency Podcast with Josh Nelson
9 min listen
How to build a powerful business operating system that drives growth by Predictable B2B Success
48 min listen
Discover the operating system we use for our business with Mike Paton, Visionary at EOS Worldwide: In this episode we are fortunate to have the visionary of EOS Worldwide Mike Paton as our guest. Our team struggled implementing systems in the early days of our business. We were laser focused on results but sometimes came up short with the roadmap... by Jake and Gino Multifamily Investing Entrepreneurs
41 min listen
1864: How to Solve the Cloud Cost Optimization Challenges With AI and Automation: AI-driven cloud optimization platform that slashes cloud cost, optimizes DevOps, and automates disaster prevention. Leon Kuperman, CTO Cast AI, discusses how AI powers cloud automation. We explore exactly what value AI brings to the table and why... by The Tech Talks Daily Podcast
29 min listen
Designing And Building Data Platforms As A Product: A panel discussion about what constitutes a data platform, how to think about designing one from scratch, and ways that you can evolve your existing data infrastructure into a cohesive experience for all of your stakeholders. by Data Engineering Podcast
60 min listen
#202: What Elon Musk Gets Wrong About Remote Work by Business Accelerator
36 min listen
Octopai: Metadata Management for Better Business Intelligence with Amnon Drori - Episode 28: Octopai Managed Metadata Service For Better Business Intelligence (Interview) by Data Engineering Podcast
40 min listen
How can the Entrepreneurial Operating System work with a Fractional CMO? - Casey Stanton - Ep #039: Many companies are implementing operating systems but what does that mean for you as a Fractional CMO? In this episode, Casey talks about which business operating systems are best for Fractional CMOs to work with. You’ll hear about many different... by Fractional CMO Show
10 min listen
Implementing Cobots for Cutting-Edge Automation with Elias Serruya: Are cobots the future of your manufacturing business? Collaborative robots can share the same space with your employees and help you automate the processes and systems that keep tying up your team’s time and energy. Guest speaker, Elias Serruya... by Making Chips Podcast for Manufacturing Leaders
44 min listen
#102 What's in a name?: What’s in a name? Is your ISO Management System just called a ‘Management System’ or is it named to reflect your companies culture and brand? Sarah Ball, QHSE Consultant shares her views and tips on the power behind a name. A name is people’s... by The ISO Show
24 min listen
The Future Workforce Is Human to the Bot Power: The Future Workforce Is Human to the Bot Power by The Growth Show
33 min listen
Adaptability in engineering orgs: how management systems, executive priorities & career transitions evolve w/ Cosmin Nicolaescu #174: In this episode, we are talking about adaptability in engineering orgs, building out impactful management systems, and navigating complex transitions as eng leaders with Cosmin Nicolaescu, CTO @ Brex. He shares how his experience moving from Romania to the United States taught him vital lessons in adaptability that he has applied throughout his eng leadership career. We also discuss how to define what success as a manager looks like, Cosmin’s approach to putting out fires (and deciding which ones to prioritize), why you should restructure your meetings to focus on output vs. review, and how to implement a succession plan. by The Engineering Leadership Podcast
42 min listen
A Missing Link in the ML Infrastructure Stack // Josh Tobin // MLOps Meetup #57 by MLOps.community
56 min listen
Managing Creative Teams with James Everingham, Head of Engineering, Calibra @ Facebook #2: Facebook’s James Everingham shares about his early leadership and management experiences and the secrets he learned from quantum mechanics to manage creative teams. You’ll hear insights about how to unleash creativity by focusing on outcomes and environments instead of process and key differences between optimizing for efficiency and invention. by The Engineering Leadership Podcast
27 min listen
#14 Albert Maas: Making the building blocks for robotics by Tangible Computing
39 min listen
(#237) SOPs: Top 3 Reasons Why Private Practices Need Them by Doctor TK
32 min listen
The Entrepreneurial Operating System: Jim and Jason are back in the studio to start their new series on process by talking about the Entrepreneurial Operating System. This podcast series on process is designed to help you evaluate your current processes and determine where in your company... by Making Chips Podcast for Manufacturing Leaders
30 min listen
Continuous Delivery For Complex Systems Using Zuul with Monty Taylor: Zuul: The Continuous Delivery Platform For Large Systems (Interview) by The Python Podcast.__init__
67 min listen
Leading The Charge For The ELT Data Integration Pattern For Cloud Data Warehouses At Matillion: An interview with Ed Thompson, CTO of Matillion, about building a sustainable business and powering low maintenance data integration pipelines in the cloud by Data Engineering Podcast
53 min listen
1670: Startup War Stories with Erik Fogg: ProdPerfect - AI in testing is changing software development. by The Tech Talks Daily Podcast
53 min listen
322.5 The Afterpod | Mike Foley, CFO, Unity Technologies: When you entered the CFO office for the first time at Unity Technologies, what’s the one piece of advice you wish someone had given you? by CFO THOUGHT LEADER
3 min listen
#61 Totally PLC's experience with ISO 27001: With guest Falu Bharmal by The ISO Show
20 min listen
Engineering Execution is a Strategic Weapon w/ Bill Coughran & Melody Meckfessel #84: In this episode, Bill Coughran (Partner @ Sequoia Capital, Former SVP Engineering @ Google) and Melody Meckfessel (Co-Founder & CEO @ Observable) discuss ways to make your engineering org a strategic advantage to your company. They cover how to leverage feature/system “simplicity,” how to implement product instrumentation, when to bring in SREs, and how to balance tech debt and refactor work. by The Engineering Leadership Podcast
35 min listen
Do organizations have to get slower as they grow? (with Alex Komoroske) by Clearer Thinking with Spencer Greenberg
69 min listen
076 ERP Implementability: CRM News & Information For July 2018 by CRM Talk
24 min listen
Navigating Autonomous Systems of Future Capabilities on Emerging Tech Horizons: How close are we to fully autonomous flight? What barriers are there to certification and how can we overcome them? How will autonomous technology change the role of pilots? In this episode, Dr. Mark Lewis is joined by Matt George, CEO, and Ashley... by Emerging Tech Horizons
27 min listen
How Osmosis Is Trying to Improve the Crypto User Experience - Ep.357: Sunny Aggarwal, co-founder of Osmosis Labs, talks about how Osmosis is being built, the innovations that are coming, the reasons to use app chains, and much more. Show highlights: how Sunny got into crypto how the DAO hack turned him off... by Unchained
71 min listen
Seamless SQL And Python Transformations For Data Engineers And Analysts With SQLMesh: Data transformation is a key activity for all of the organizational roles that interact with data. Because of its importance and outsized impact on what is possible for downstream data consumers it is critical that everyone is able to collaborate seamlessly. SQLMesh was designed as a unifying tool that is simple to work with but powerful enough for large-scale transformations and complex projects. In this episode Toby Mao explains how it works, the importance of automatic column-level lineage tracking, and how you can start using it today. by Data Engineering Podcast
50 min listen
Leveraging observability to better understand your cloud environment: Observability is the new buzzword in cloud, and many people confuse it with monitoring, but it’s so much more. In this episode, Mike Kavis talks with Erez Barak, VP of Product Development at Sumo Logic, about observability—what it is, how it helps... by On Cloud
24 min listen

Discover this podcast and so much more

EOS and Forecasting Your Organizational Chart

EOS and Forecasting Your Organizational Chart

Description

Titles in the series (100)

More Episodes from Agency Unfiltered

Related podcast episodes