The Invisible Shortlist and Pre-Buying Behavior

Welcome to another insightful solo episode of Build a Better Agency! This week, host Drew McLellan draws on his 25+ years of agency experience to tackle a game-changing reality for agency owners: the ways buyers find, vet, and select agencies have shifted—and your approach needs to shift too. Based on the latest industry research and buyer behavior data, this episode serves as both a wake-up call and a practical roadmap, ensuring your agency is "future-proofed" for today's—and tomorrow's—client expectations.

Diving deep into what really happens before an RFP hits your inbox, Drew McLellan reveals that the majority of buying decisions are made before agencies ever take the stage for a pitch. He shares eye-opening statistics—like Forrester's finding that 92% of B2B buyers have a preferred vendor before the pitch even starts—and illustrates why visibility, authority, and trust are now your most important assets. Listeners will discover why authority-building and relationship nurturing trump old-school charm, and why consistent, outcome-focused content is now essential for remaining discoverable in both human and algorithm-driven searches.

Beyond theory, Drew McLellan provides a series of targeted, actionable "homework assignments" you can start right away, from the "5-minute stranger test" to case study revamps and trust broker mapping. You'll learn how to make your agency's value instantly obvious and compelling across every digital touchpoint—website, LinkedIn, third-party mentions—while cultivating the patterns of social proof and authority that today's buyers demand. Drew also explains how algorithms and AI tools are shaping client shortlists, and why crafting machine-readable, buyer-friendly positioning is now non-negotiable.

If you're ready to break old sales habits, update your growth strategies, and implement repeatable steps to increase your agency's desirability, this episode is a can't-miss. Whether or not you attend the Build a Better Agency Summit, Drew McLellan's guidance will challenge you to rethink your approach and take meaningful action toward winning the clients of the future.

A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

• How today's agency buyers make decisions long before the pitch
• The growing impact of authority, visibility, and trust in landing new clients
• Future-proofing your agency for AI-driven and algorithm-shaped discovery
• The four pillars every agency must communicate: clarity, evidence, social proof, and humanity
• Why building consistent, outcome-focused case studies is non-negotiable
• The importance of nurturing trust brokers and relationships across your industry
• Actionable homework to ensure your agency is findable and desirable to the future buyer