VCFO Deep Dive: Jason Swenk

“Standing out is great, but conversion is crucial.” – Jason Swenk

It’s hard to build a business if you don’t invest in systems.” – Jason Swenk

The finer details of this episode:

• Analysis and insights on building a strong email list
• Sales cycle and close percentage
• Unique marketing strategies
• Importance of systems in building a successful business
• Concept of "land and expand"
• Effectiveness of email marketing campaigns
• Providing quick financial statements with industry comparison
• Importance of creativity and innovation in marketing strategies

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletter
• Digital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, is now an audio book! Download it here: https://vcfo.summitcpa.net/ddc
• Catch the full episode of What All Successful Agencies Have in Common: How to Separate from the Pack, with Tim Condon here: https://podcasts.apple.com/us/podcast/what-all-successful-agencies-have-in-common-how-to/id870206013?i=1000653823029
• Check out Jason here: https://jasonswenk.com/

Timestamps:

The welcome (00:00:00)

Introduction to the show "Creative Agency Success Show" and its purpose.

Discussing Jason Swank's podcast (00:00:15)

Introduction to the podcast "The Smart Agency Podcast" and its relevance to the speakers.

Analyzing the podcast episode (00:00:43)

Introducing the episode featuring Tim Condon and discussing its potential impact on the audience.

Building a strong email list (00:02:20)

Discussion on the importance of building a strong email list and the shift in the agency's marketing strategy.

The importance of conversion (00:04:52)

Emphasizing the importance of conversion in marketing efforts and its relevance to the audience.

Sales cycle and close percentage (00:06:11)

Analyzing the sales cycle and close percentage, comparing industry standards, and sharing insights on reducing the sales cycle.

Unique marketing strategy (00:11:15)

Exploring a unique marketing strategy involving leveraging established brands to generate leads and its implications.

Best piece of advice for leaders (00:12:30)

Discussing the best piece of advice for leaders, focusing on utilizing assets and generating what is needed.

Using current assets for sales process (00:14:03)

Sharing an example of using current assets to establish credibility and aid the sales process.

Campaign carnival (00:16:53)

Discussing a unique marketing campaign involving giving away free pizza to generate leads and its success in achieving lead opportunities.

Building a Business with Hefty Systems (00:18:08)

Discussion on the importance of investing in systems for scaling and duplication in marketing and sales.

Developing a Sales Process (00:19:13)

Insight on creating a sales process and thought leadership approach for client acquisition.

Effective Email Marketing Campaign (00:26:44)

The effectiveness of targeted email marketing and the innovation of using a pizza giveaway program for email acquisition.

Land and Expand Sales Strategy (00:29:00)

The concept of quick sales to establish trust and expand client relationships, with a focus on providing a low-cost financial statement as an entry point.