In this episode, Kuba generates a list of client success tips using AI—and Gray critiques them and goes way deeper based on his hard-won experience in the agency space.

Episode Insights:

💡 Understanding client goals is crucial for improving client success. Ask questions and listen carefully to their answers to gain a deeper understanding.

💡 Regular communication is key. Set clear expectations around how and when you'll communicate with clients, and provide updates on progress and challenges.

💡 Be proactive in identifying and preventing issues before they arise. Addressing problems openly and honestly builds trust with clients.

💡 Personalize the experience by treating each client as unique and customizing services to fit their specific needs. Show that you are paying attention and value their individuality.

💡 Clarity is kindness. Be clear and firm in setting expectations and communicate openly when issues arise.

Resourced Mentioned:

🌐 ZenPilot: https://www.zenpilot.com/?utm_source=youtube.com&utm_medium=referral&utm_campaign=agency-journey-ep-293-gray-vs-ai-client-success-tips

🌐 Gray’s LinkedIn: https://www.linkedin.com/in/graymackenzie/

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Brought to you by ZenPilot, ClickUp’s #1 Solutions Partner with 2,700+ agency ops makeovers under our belt.

📕 Read our in-depth, 8000-word How to Use ClickUp Guide: https://www.zenpilot.com/blog/how-to-use-clickup?utm_campaign=agency-journey-ep-293-gray-vs-ai-client-success-tips

👉 Don’t forget to follow and rate us on your preferred podcast platforms. We’re also on YouTube: @ZenPilot

“Candidate expectations have certainly accelerated. There's a difference today versus 10 years ago in terms of what people's expectations are and how fast other processes are going. And so moving quickly is an advantage in a hiring process—and figuring out how to move quickly without sacrificing on the process is a little bit of an art.”

In this episode, our very own Gray McKenzie discusses the process of hiring the right people for an agency. He shares his recent experience of hiring an Integrator and COO for ZenPilot, and all the small and big decisions that shaped the recruitment process. Gray explains the hiring framework we followed, the stages of the hiring process, the approach towards sourcing and screening candidates, and much more.

A great listen for anyone looking to expand their team—it will help you craft a fast process that surfaces the best talent and captures it before it goes off the market.

Episode Insights:

💡 Hiring the right people is crucial for agency growth and success.

💡 “Who: the A Method for Hiring” is a framework that can help agencies find and hire the best candidates.

💡 It’s important to promote your job postings selectively to have a higher quality pipeline.

💡 Clear communication and transparency about the role and expectations are key in attracting the right candidates. Have a defined hiring process to provide clarity and confidence to both candidates and the hiring team.

💡 Move quickly in the hiring process to meet candidate expectations and avoid losing top talent.

💡 Reference checks are crucial to gather additional insights and validate a candidate's performance.

💡 Group interviews can provide different perspectives and help candidates and team members build rapport.

💡 Consider a co-working session as part of your hiring process to assess candidates in action.

💡 Make connections with unsuccessful candidates to maintain positive relationships and potential future opportunities.

Resourced Mentioned:

🌐 ZenPilot

🌐 Gray’s LinkedIn

📚 "Who: The A Method for Hiring" by Geoff Smart and Randy Street

📚 "Topgrading" by Bradford D. Smart

⚙️ EOS (Entrepreneurial Operating System)

🤝 EOS Self-Implementers Group

⚒️ Loom

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Brought to you by ZenPilot, ClickUp’s #1 Solutions Partner with 2,700+ agency ops makeovers under our belt.

📕 Get our free, 56-page ebook: "How to Use ClickUp – The Ultimate Guide":

👉 Don’t forget to follow and rate us on your preferred podcast platforms. We’re also on YouTube: @ZenPilot