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FINANCE
Take control of your agency’s financial health. Understand budgeting, pricing, and profit optimization. Make informed decisions for sustainable growth.
What's Included:
6 Lessons and interviews
5 Hours
Downloadable assets
LESSON 1
How to Build the Finance Department at Your Marketing Agency
Download: Finance Org Chart
Construct a dynamic finance department tailored to your agency’s needs, understanding the roles and responsibilities that enhance financial management at every stage.
LESSON 2
How to Design and Read Your Profit & Loss Statement
Download: P&L Statement
Demystify the profit and loss statement, empowering you to extract meaningful insights, make informed decisions, and optimize your agency’s financial performance.
LESSON 3
The Definitive Guide to Month End Close for Your Marketing Agency
Download: MEC Checklist
Navigate the essential month-end closing process with finesse, ensuring accuracy, transparency, and compliance in your agency’s financial operations.
LESSON 4
Financial KPIs to Track + Benchmarks for Your Marketing Agency
Download: Executive Dashboard
Discover key financial performance indicators (KPIs) that provide a clear snapshot of your agency’s health and benchmarks to gauge your progress.
LESSON 5
How to Build a Financial Model for Your Agency
Download: Financial Model
Learn how to create a comprehensive financial model that serves as a strategic roadmap, guiding your agency’s financial decisions and growth initiatives.
LESSON 6
How to Set Expectations for Reporting from Your Finance Department
Download: Financial Reporting Schedule
Define clear and effective reporting expectations for your finance team, ensuring transparency, accuracy, and alignment with your agency’s goals.
Explore Each MODULE
We're an open book. Inside the course you'll get access to everything you need to scale your agency.
SALES
6 Lessons
6 Hours
Empower your sales team with our comprehensive module covering all aspects of the sales process. Gain valuable insights into effective techniques, overcoming objections, and building lasting customer relationships.
Marketing
4 Lessons
4 Hours
Discover the secrets to successful marketing campaigns and elevate your agency’s presence in the market. Learn digital marketing, social media, content creation, and branding to generate high-quality leads and drive growth.
Operations
6 Lessons
4 Hours
Master the art of streamlining operations for a well-oiled agency. Learn project management, optimize workflows, and deliver exceptional results to clients while managing resources effectively.
Finance
6 Lessons
5 Hours
Take control of your agency’s financial health. Understand budgeting, pricing, and profit optimization. Make informed decisions for sustainable growth.
People Ops
9 Lessons
7 Hours
Nurture your agency’s success through its people. Learn to recruit top talent, foster a positive work culture, and develop leadership skills for a high-performing agency.
HAVE QUESTIONS?
What makes this any different from other course or coaching programs?
This course is specifically designed for agencies that are over 7-figures in ARR. There are not many courses created by an active agency owner and team members. There are none that are created by a $25,000,000 agency.
This is the playbook and roadmap to how we built an 8-figure business.
Can my team get access to the course material?
Yes! You're meant to share this with your team and give them access. It's designed to become part of your training and SOP's.
How do I know if this is a good fit for my agency?
This is for agencies between $3-5 million ARR and under 50 team members.
If your agency is stuck at the same level and you want a clear path to growth, this is for you.
How much time do I need to commit to this course?
Each module is divided into core lessons. There are over 26 hours of total training.
It's meant to be treated like an a la carte menu. You take what you need, when you need it.
You can always come back to relevant trainings or share them with the right people.
Are there any additional costs after I enroll?
During your free trial you'll be able to check out a portion of each module. You'll have the option to unlock the entire course at any time.
Will I get access to Garrett and his team?
This is a complete course. Everything you need including real life examples, interviews, and assets are included.
Want more access? If your agency is over $3 million, you can apply for 1:1 coaching with Garrett here.
see WHAT agencies say
Garrett has worked with some of the most successful agencies and helped them transform their businesses.
I love working with Garrett because he's still in the trenches. It's not abstract theory, he's running an agency doing tens of millions of revenue every single day. Being able to get his perspective on my business and our challenges and opportunities is a huge shortcut.
He has experience with complex organizations and ideas to make them simple. His specific product advice has improved our product considerably because he can't help himself. What's better than surrounding yourself with "yes men"? Being around someone that's right. Garrett's suggestions are the right answer.
I run an agency in the low-mid seven figures. But I work with Garrett in order to get to eight-figures. When you work with people who have done exactly what you want to do, you will get there faster.
THINK YOU'RE A FIT?
Start your free trial today!