Are you struggling to streamline client communication and content collaboration in your agency? Having clear communication, building trust, and optimizing workflows are some strategies that can help streamline day-to-day operations and manage client expectations.

In this episode of The Agency Blueprint, I’m joined by Xenia Muntean to discuss how to simplify agency operational and communication processes. Xenia is the CEO and Co-Founder of Planable, a content review and marketing collaboration platform used by over 15,000 creators behind iconic brands such as Hyundai, Christian Louboutin, Viber, and United Nations. She is a Forbes 30 Under 30 honoree, Techstars alumna, Webby Awards judge, frequent speaker, startup mentor, and angel investor.

Don’t miss this episode to learn more about the importance of dedicating time to technological exploration and how to leverage AI's potential without losing the human touch.

Key Questions:

• [01:01] Can you give us a brief overview of your career journey and what you’ve been up to?
• [03:50] What were the biggest stressors you experienced in managing a social agency?
• [12:25] Do you know whether improving the client’s experience impacted the client's lifetime value and the amount of spending the client would have?
• [13:50] How did you make the leap from an agency owner to a tech CEO/Founder, and what was your biggest motivator for launching Planable?
• [17:04] What’s your advice for agency owners and life on how to effectively stay on top of the technology curve and solve their challenges in a meaningful way?
• [21:10] What are your thoughts on the primary types of tools agencies need and should be looking to evaluate at different stages of growth?

What You’ll Discover:

• [01:21] Xenia's entrepreneurial journey – how her first boutique agency gave birth to Planable.
• [04:02] The challenges she experienced managing a social agency from client communication, content production, and operations.
• [06:08] Why balancing a standard process with flexibility for different clients was a major challenge in running her agency.
• [10:06] How optimizing internal processes benefits both the agency and the client experience.
• [12:48] Understand that combining a great client experience and work improves retention and spending.
• [14:12] Xenia shares her experience shifting her focus from being an agency owner to a tech founder.
• [17:17] How to make space for innovation and stay updated while maintaining focus when exploring technology.
• [21:37] The different tools agencies should consider at various stages of growth while keeping it simple.
• [28:01] How AI is reshaping creative industries and the importance of leveraging it without being too reliant on it.

Connect with Xenia:

• Website
• LinkedIn
• Planable Discount: Blueprint30