The Agency Growth Podcast

How To Manage Agency Client Relationships Based on Ownership Structure | Episode 198

4 snips
Mar 20, 2026
They compare communication styles needed for family-owned shops, VC/PE-backed firms, franchises and public companies. They highlight how reporting, meetings and polish must shift with ownership structure. They cover internal politics, scaling pain points, and why different decision hierarchies change how you sell and deliver services.
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INSIGHT

Communication Style Can Make Or Break Deals

  • Communication style wins deals independent of performance or pricing.
  • Jake warns VC/PE/public companies expect a 'secret club' language; failing to adapt can end relationships immediately.
ADVICE

Start With Politeness To Unlock Stronger Client Bonds

  • Start relationships with polite, neutral communication to create a shared baseline.
  • Cody explains politeness creates a neutral zone so you can later relax and show more of your real style.
ADVICE

Talk Revenue Not Metrics With Owner Operators

  • Keep conversations with owner-operators high level and revenue-focused; avoid technical minutiae.
  • Jake says owner-operators prefer raw revenue numbers and get lost on impression share or attribution discussions.
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