Visual Client Communication & Building SaaS in an Agency, With Mikael Dia

02/19/25 • 38 min

The Agency Profit Podcast

Points of Interest

01:04 – 01:35 – Guest Introduction – Mikael Dia of Funnelytics: Mikael Dia, former agency owner turned SaaS entrepreneur, shares his journey from running an agency to founding Funnelytics, a tool designed to visually map and analyze digital marketing funnels.
06:24 – 08:20 – How Funnelytics Was Born: Funnelytics emerged from the need to overlay real marketing data on top of strategic visualizations, allowing agencies and marketers to prove and optimize their funnel strategies effectively.
08:25 – 10:05 – The Importance of Visual Communication in Business: Marcel and Mikael discuss how visual communication aids in client understanding, enhances learning, and fosters trust, a principle rooted in adult learning theory.
10:42 – 12:13 – Impact of Visual Strategies on Agency Sales & Retention: Using visual models in sales processes helped Mikael’s agency close deals faster and at higher prices by positioning services as strategic solutions rather than commodity offerings.
12:24 – 14:06 – Enhancing Client Retention with Visual Reporting: By consistently tying marketing efforts back to a visualized strategy, agencies can effectively communicate progress, highlight bottlenecks, and demonstrate value to clients.
15:02 – 17:08 – Clients Need a Clear Path, Not Just Services: Clients struggle to see how individual marketing services fit into a bigger strategy. Mapping out a clear pathway from initial engagement to desired outcomes transforms how clients perceive agency value.
20:56 – 24:06 – Transitioning from an Agency to a SaaS Business: Mikael shares key lessons from shifting from an agency to SaaS, emphasizing the importance of knowing one’s strengths, finding a technical co-founder, and solving real customer problems.
27:19 – 32:24 – Common Pitfalls in SaaS Development: Mikael and Marcel discuss the challenges of product development, the need for technical expertise, and the mistake of building features based on assumptions rather than market feedback.
32:42 – 36:12 – The Reality of Finding Product-Market Fit: The conversation highlights the challenge of achieving product-market fit, the importance of iterating quickly, and the value of starting with a service-first approach before building software.
37:03 – 39:00 – Shifting Mindsets: From Proving Yourself Right to Proving Yourself Wrong: Marcel shares a key insight: the biggest shift in product development success comes when founders move from trying to validate their own ideas to actively seeking to disprove them as quickly as possible.

Show Notes

Connect with Mikael

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Points of Interest

01:04 – 01:35 – Guest Introduction – Mikael Dia of Funnelytics: Mikael Dia, former agency owner turned SaaS entrepreneur, shares his journey from running an agency to founding Funnelytics, a tool designed to visually map and analyze digital marketing funnels.
06:24 – 08:20 – How Funnelytics Was Born: Funnelytics emerged from the need to overlay real marketing data on top of strategic visualizations, allowing agencies and marketers to prove and optimize their funnel strategies effectively.
08:25 – 10:05 – The Importance of Visual Communication in Business: Marcel and Mikael discuss how visual communication aids in client understanding, enhances learning, and fosters trust, a principle rooted in adult learning theory.
10:42 – 12:13 – Impact of Visual Strategies on Agency Sales & Retention: Using visual models in sales processes helped Mikael’s agency close deals faster and at higher prices by positioning services as strategic solutions rather than commodity offerings.
12:24 – 14:06 – Enhancing Client Retention with Visual Reporting: By consistently tying marketing efforts back to a visualized strategy, agencies can effectively communicate progress, highlight bottlenecks, and demonstrate value to clients.
15:02 – 17:08 – Clients Need a Clear Path, Not Just Services: Clients struggle to see how individual marketing services fit into a bigger strategy. Mapping out a clear pathway from initial engagement to desired outcomes transforms how clients perceive agency value.
20:56 – 24:06 – Transitioning from an Agency to a SaaS Business: Mikael shares key lessons from shifting from an agency to SaaS, emphasizing the importance of knowing one’s strengths, finding a technical co-founder, and solving real customer problems.
27:19 – 32:24 – Common Pitfalls in SaaS Development: Mikael and Marcel discuss the challenges of product development, the need for technical expertise, and the mistake of building features based on assumptions rather than market feedback.
32:42 – 36:12 – The Reality of Finding Product-Market Fit: The conversation highlights the challenge of achieving product-market fit, the importance of iterating quickly, and the value of starting with a service-first approach before building software.
37:03 – 39:00 – Shifting Mindsets: From Proving Yourself Right to Proving Yourself Wrong: Marcel shares a key insight: the biggest shift in product development success comes when founders move from trying to validate their own ideas to actively seeking to disprove them as quickly as possible.

Show Notes

Connect with Mikael

Love the Podcast

Leave us a review here.

Previous Episode

Why Most Reporting Systems Fail, & What to Do Instead, With Ben Zittlau

Points of Interest

01:00 – 01:45 – Guest Introduction: Marcel welcomes back his co-founder, Ben Zittlau, highlighting his expertise in data operations and agency growth strategies.
03:35 – 05:50 – Scaling Data Operations: Lessons from Jobber: Ben shares insights from his experience at Jobber, detailing the challenges of building and scaling a data operations team in a fast-growing company.
08:43 – 13:14 – Why Agencies Struggle to Get Insights from Their Data: Discussion on how agencies collect vast amounts of data across multiple tools but fail to derive meaningful insights due to fragmentation and inconsistency.
13:15 – 16:05 – The Myth of a “Single Source of Truth: Marcel and Ben challenge the common belief that pushing all data into a single platform solves reporting issues, highlighting the reality of messy operational data.
19:26 – 21:48 – The Limitations of All-in-One Software Solutions: Exploring why all-in-one agency management tools often fail to deliver on their promise of seamless reporting and data integration.
24:43 – 27:44 – The Hidden Costs of Locking into a Single Platform: Discussion on how agencies become “trapped” by software providers, making it difficult to switch tools without major operational disruptions.
30:29 – 35:53 – How to Integrate Data Without Sacrificing Flexibility: A deep dive into the challenges of stitching data from various tools while maintaining adaptability and historical accuracy.
35:54 – 41:14 – Accuracy vs. Precision: Why Clean Data is a Myth: Why agencies should focus on broader trends instead of pursuing impossible data perfection, and how to handle data inconsistencies effectively.
41:15 – 44:15 – A Modern Data Approach: Extract, Transform, Load (ETL): Introduction to the ETL process, which allows agencies to clean and transform data before reporting, improving reliability and flexibility.
50:14 – 52:00 – Lessons from Finance: What Agencies Can Learn from Accounting: Marcel compares data operations to bookkeeping, explaining how structured financial workflows can serve as a model for better agency data management.

Show Notes

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Next Episode

The Process Behind Profit Management, With Kristen Kelly

Points of Interest

0:24 – 0:54 – Show Introduction & Guest Introduction: Marcel introduces Kristen Kelly, highlighting her expertise in operations and agency profitability management.
1:01 – 1:45 – The Three-Part Profitability Management System Overview: Kristen recaps the framework discussed in previous episodes: the right data, ensuring financial, delivery, and sales data are clean; the right framework, having clear metrics and understanding relationships; and the right process, implementing structured cadences for decision-making.
1:46 – 3:07 – Why Process is Often the Missing Piece in Profitability Management: Marcel explains that many agencies mistakenly view profitability management as an event rather than an ongoing process. He highlights common pitfalls, such as assuming data will always be clean or that a one-time setup will be sufficient.
4:59 – 7:46 – Data Hygiene: Managing Messy Data in Agencies: Kristen and Marcel dive into the first major component of process—data hygiene. They discuss common data inconsistencies, such as naming conventions, incorrect project tracking, and human input errors. Marcel emphasizes the importance of an ETL (Extract, Transform, Load) process to clean and normalize data.
10:03 – 13:26 – Managing Change in Agency Operations: Kristen and Marcel discuss the second key aspect of process: change management. Changes in sales strategies, CRM systems, or project management tools can disrupt data reporting. A structured process ensures smooth transitions and prevents disruptions in decision-making.
17:01 – 20:52 – Cadence: Aligning Stakeholders for Operational Success: Establishing consistent meeting cadences ensures alignment between sales, operations, and finance teams. The right frequency depends on agency size and project nature. Monthly executive meetings should focus on key business objectives and resourcing decisions. Regular check-ins help prevent last-minute hiring crises and pricing inefficiencies.
28:51 – 33:07 – How Operators Can Manage Up and Set Expectations: Operators should proactively align reporting with leadership goals. Stakeholder management is crucial—Ops leaders should ensure data supports executive decision-making without overwhelming them with details. Simplification and consistency are key to maintaining executive buy-in.
33:08 – 36:56 – Fighting Unnecessary Complexity in Reporting: Marcel shares a common mistake: leaders often want overly detailed reporting, which adds unnecessary complexity and friction. The key is balancing detail with usability to avoid overwhelming decision-makers. Simple, actionable reports are more effective than highly detailed but impractical ones.
36:57 – 40:26 – The Real Value of Efficient Reporting: Shorter, More Productive Meetings: The success of a reporting system is measured by how quickly teams can align and take action—not by how long they spend looking at data. The less time spent in meetings discussing reports, the more time can be spent executing on insights.
40:27 – 42:40 – Final Takeaways: How to Get Started with Process Implementation: Start by identifying the key business decisions that require data support. Work backward from business objectives to define the right data and process framework. Establish clear cadences and responsibilities for maintaining data hygiene and managing change. Prioritize alignment and simplicity over excessive detail.