Four agency growth engagements in. Here's what I didn't expect.
- Daniel Allard
- May 1
- 3 min read
When I started building growth playbooks for agencies, I had a working theory. Agencies struggle with business development because they don't have the right systems. Build the systems and the pipeline follows. Straightforward enough.
Four engagements later, the theory is still right. What I got wrong was which systems.
I assumed most agencies needed some version of the same infrastructure: a tighter ICP, a better outbound process, a more consistent message. A generic version of "build the machine." What I found instead was that the constraint was different in every case, and that applying the wrong fix would have made things worse, not better.
Here's what actually happened.
One firm had no system for getting in front of the right companies at the right moment. Outreach was reactive, something the founder did when he had bandwidth, not when a prospect was actually ready to buy. The fix was outbound infrastructure: trigger monitoring, a message library, a weekly rhythm that ran whether he was busy or not. That one matched my original hypothesis.
The second one surprised me. I looked at their win history and every single closed client traced back to a prior relationship. A former colleague who made an introduction. A past client who sent a referral. A partner agency that handed off overflow work. The network was doing all the work, and the network had no structure around it. Referral partners didn't know exactly what to send or when. Past clients who would happily refer had never been asked. We built a formal activation system around five existing referral relationships and projected $425K in incremental annual revenue at a 25% close rate, without a single cold outreach campaign. If I had built outbound infrastructure for that firm instead, I would have spent months solving the wrong problem.
The third had a conversion issue. Conversations were starting but not going anywhere. Proposals went out and disappeared. There was no reliable path from "interested" to "signed." The fix was a conversion framework, a structured engagement model that gave prospects a low-friction way to take a first step without committing to a full engagement. The top-of-funnel wasn't the problem. The funnel itself was.
The fourth needed the positioning work done before anything else. The story was different depending on who you talked to. Outreach was getting ignored not because it was reaching the wrong people, but because the message wasn't clear enough to earn a response. You can't fix outbound when the story isn't working. You have to fix the story first.
Four agencies. Four different constraints. Four completely different bodies of work.
The thing I didn't expect was how consistently founders had already decided what the problem was before the engagement started. In every case, the initial conversation started with a version of "we need more outbound" or "we need a better CRM" or "we need someone to build the pipeline system." In every case, the diagnosis pointed somewhere else.
That's not a criticism. It's just what happens when you're close to the problem. The thing that's most visible isn't always the thing that's most important.
The most valuable work in every engagement happened in the first two weeks, before a single framework was built. It was the diagnostic — the structured look at where revenue was actually coming from, where conversations were getting stuck, and what the win history actually showed. Everything after that was just building the right answer to the right question.
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