Agency Bytes

Featuring: Juliana Marulanda, Scaletime

In episode 153, I sit down with Juliana Marulanda, founder of ScaleTime, who's helped over 1,000 agencies turn themselves into lean, profitable businesses that don't depend on the owner being in every room.

We get into what "scale" actually means once you strip away the buzzword — her SCALE framework for seeing what's happening, building a baseline, amplifying with systems and AI, leading and delegating, and designing an exit on your own terms. Juliana shares why so many agencies stall at the same revenue marks, why managers without systems can't move the needle, and how to bookend AI with human strategy and human review.

If you've ever felt chained to a business you started because you loved the work, this one's about getting your choice back. Juliana makes a grounded case that freedom isn't a vague promise — it's the ability to decide what you do with your day, and to build a business that runs whether you're there or not.

Key Bytes

• Scale isn't a vanity word — it's the ability to choose what you do with your day instead of being chained to the work you started.

• Most owners stall around $1.2–1.3M because they overthink instead of just doing the sales and getting cash in the door.

• Crossing $3M takes managers, but managers can't manage without systems to run and performance to measure.

• Reaching eight figures takes leaders who can set direction without you — which means delegating strategy, the scariest handoff of all.

• AI isn't set-it-and-forget-it; it's create, manage, and iterate, with a human bookending both the strategy and the quality check.

• Build to sell even if you never sell — because the exit isn't always your choice, and a sellable business is a well-run one.

• Running on guesswork and gut catches up with you; visibility and metrics are what let managers manage and owners step back.

• Freedom of choice beats "freedom" as a slogan — design the business around the life you want, not the other way around.

Chapters

00:00 The ScaleTime origin story

01:13 From Wall Street to running million-dollar event ops

04:30 Why nobody wants to manage

05:43 The trends reshaping agencies right now

10:23 The four levels of AI adoption

13:00 Bookending AI with human strategy and review

14:02 Defining scale and the SCALE framework

19:09 Optionality and designing freedom of choice

22:18 The inflection points where agencies get stuck

28:30 Rapid-fire questions and closing thoughts

 

With over 20 years of experience across Wall Street, the nonprofit sector, technology startups, and family-owned businesses, Juliana Marulanda, founder at ScaleTime, has served over1k+ digital agencies. Featured by Forbes and Entrepreneur, Juliana helps uplevel businesses into lean, mean, profitable machines. On average, she and her team create ways to free up at least 30 hours per week for her clients so they can have successful agencies that run without them. Founders can find themselves saying “I do what I want, how I want, whenever I want” - Now that is freedom. Juliana is passionate about providing audiences with invaluable tools that they can use instantly to start improving their business. Her wealth of agency growth secrets and expertise in growth management will put agency owners and marketers on the path to scaling a business.

Connect with Juliana on LinkedIn, YouTube, Instagram, Facebook, her website, or get her Scale Map here.

Featuring: Michael Perry, Tavern

In episode 152, I sit down with Mike Perry, founder and Chief Creative Officer of Tavern, a Brooklyn-based creative shop building brands in food, beverage, hospitality, and sports.

We get into the philosophy that drives everything Tavern does — what Mike calls "modern heritage," the practice of mining a brand's past for its real equity and modernizing it for today's consumer without falling into retro, nostalgia, or flash-in-the-pan rebrands. He shares why he's writing a how-to book on it, how Tavern embeds with clients like a fractional chief creative officer, and the story behind HyperBlast, the high-octane drink brand he's launching as his own client.

For agency owners, this one is a clinic on real niching — Mike argues expertise isn't your portfolio, it's whether you actually care about the category your clients live in. We also land on the thing he wishes he'd leaned into earlier: this is a relationship business, full stop, and the deepest relationships make the best work.

Key Bytes

• Real niching isn't about your portfolio — it's whether you genuinely care about the category your clients live in.

• Modern heritage means mining a brand's past for its equity and modernizing it for today, not slapping a retro filter on it.

• Timelessness is impossible to fully achieve and fragile to keep, which is exactly why brand guardianship matters.

• The founder who launched the agency to design should still be moving pixels — leadership and hands-on craft aren't mutually exclusive.

• Being your own client removes the convincing, the stakeholders, and the sell — every answer is just yes.

• Internal practice work stops being a luxury when you funnel it into real brand-building that levels up the whole team.

• The biggest fallacy of Mike's career: that "nobody's drinking" — the numbers tell a very different story.

• This is a relationship business — the deepest, longest client relationships are the ones that produce the best work.

Chapters

00:00 Welcome and introducing Mike Perry and Tavern

00:47 Failing fast: the agencies Mike tried to start too early

02:06 Big agency vs. small agency and the 40-person sweet spot

03:46 Tavern's trajectory and the client roster

06:27 Why deep category expertise is really empathy

09:01 Staying hands-on as a founder and CCO

12:54 What "modern heritage" actually means

16:59 Writing the book and killing the gatekeeping

23:22 Launching HyperBlast and becoming his own client

32:16 The freedom and discipline of self-client work

35:51 Rapid fire and closing thoughts

Mike Perry is founder and chief creative officer of Tavern, a Brooklyn-based global creative agency crafting timeless brands across food, beverage, hospitality, and beyond.

With more than 15 years at the forefront of brand building, Mike’s earned a reputation as a certified creative powerhouse. His career includes leadership roles at top global studios such as Stranger & Stranger, Design Bridge, JKR, and Quaker City Mercantile, as well as media giants NBC Sports and TikTok. He is the creative mind behind some of the industry’s most recognizable rebrands for clients including Burger King, Budweiser, and Diageo.

Driven by Tavern’s Modern Heritage philosophy, Mike blends legacy and innovation to create dynamic brands that flex with the lightning-fast pace of culture. In a world of trend-chasing, Tavern focuses on what lasts: commercially powerful, future-ready brands and ambitious experiences that resonate at every touchpoint.

Tavern is behind the rebrand and restaurant design that reignited the American steakhouse Sizzler, as well as the custom-built bar for Beam Suntory’s Old Overholt. Other collaborators include Chick-fil-A, Old Grand-Dad, and New York City FC.

Contact Mike at their agency website or @tavern.agency on the socials.

Featuring: Mark Homer, Grandin Holdings

In episode 151, I sit down with Mark Homer, founder of Grandin Holdings and a serial technology and marketing entrepreneur who's scaled and exited multiple agencies over more than 30 years at the intersection of marketing and tech.

Mark and I demystify the world of M&A for agency owners — the headspace blockages, the myths about needing piles of cash, and the surprisingly creative ways deals actually get structured. We talk through his own exit in the legal marketing space, why your network is your richest source of deal flow, and how building real systems (including handing off sales) is what makes a business both sellable and worth keeping.

If you've ever assumed M&A is too expensive, too complex, or only for the people making headlines, this conversation will change how you think. Mark shows that most deals are quiet, creative, and life-changing in ways that have nothing to do with a Forbes cover.

Key Bytes

• Buying out a partner is an M&A transaction — most owners have already done a deal without realizing it.

• Your network is a bigger source of deal flow than any sourcing system; just tell people what you're looking for.

• A lot of owners want to sell for reasons that have nothing to do with how your business is running.

• Building systems and handing off sales is what makes a business both sellable and worth keeping.

• Optionality means a profitable, well-run business you can sell — or happily hold onto.

• Removing discount factors like client concentration and founder-led sales is how you capture maximum value.

• Most deals are creative structures with little cash down, not the headline-grabbing windfalls everyone trumpets.

• Time at your desk never equaled success — and now that everyone's virtual, the numbers are all that matter.

Chapters

00:00 Welcome and Mark's M&A journey

01:34 Why buying out a partner is already an M&A deal

03:48 Inside Mark's legal marketing agency exit

05:30 Two LOIs and how the deals took shape

07:00 Your network is your real source of deal flow

10:45 Why owners sell for reasons that surprise you

11:25 Handing off sales by building a real process

15:38 Optionality: building a business you can sell or keep

19:51 Demystifying the mindset walls around M&A

22:19 Creative deal structures and the acqui-hire

27:10 Rapid-fire questions and closing thoughts

Mark Homer is a Serial Technologist and Marketing Entrepreneur. He scaled and exited two agencies.

On top of my agency experience, I have been at the intersection of marketing and technology for over 30 years. I was fortunate enough to be a consultant at IBM in 1995 when this little thing called the “World Wide Web” was starting out. This put me on projects building not just basic websites, but full online applications connecting to back-end systems for some of the largest brands. From there, my career included running R&D for a VC-backed company in San Francisco, Product Marketing Manager for a software company(with an exit), to helping start a company that upended the event-based marketing industry by introducing technology that helped drive people from live events to online properties that has now become an industry standard. I also wrote a couple of books along the way. The last agency I sold was in the Legal Marketing industry.

Contact Mark on LinkedIn, his HoldCo website, or his agency

Featuring Guest Host: Todd Giannattasio, Tresnic Media

In episode 150, I flipped the mic. To kick off Season 4, I handed the host chair to my friend Todd Giannattasio of Tresnic Media — a returning guest from episode 10, and the guy who helped me name Agency Outsight in the first place.

This one's more personal than most. Todd walks me through my journey from screw-off art kid to graphic designer to accidental agency owner, the acquisition that should have been the first of many, selling my agency, and the grief that ultimately reshaped how I think about purpose, work, and what a business is really for. We get into the asset mindset, programmatic M&A as a growth lever, why most founders pay themselves last (and shouldn't), and the copycat goals that keep agency owners chasing someone else's dream.

If you've ever wondered what's actually on the other side of an exit — or whether you're building a business or just a really demanding job — this is the conversation.

Key Bytes

• Most agency founders accidentally build a job, not an asset — and the difference shows up the day you try to sell.

• Programmatic M&A unlocks exponential growth that organic effort simply can't match.

• Buying talent is faster, safer, and more predictable than hiring it.

• You don't need a truckload of cash to acquire — SBA loans, earnouts, and seller financing make deals possible at almost any size.

• Paying yourself last isn't noble — it's a habit that quietly devalues the business you built.

• Copycat revenue goals pull founders into chasing numbers that mean nothing to their actual life.

• Grief, burnout, and life events have a way of forcing the clarity most founders avoid.

• Creative empathy — not tactics — is still the most underrated edge agency owners have.

Chapters

00:00 Flipping the mic: why Todd is interviewing me

02:47 From screw-off art kid to graphic designer

05:30 Starting the agency with ego and no business plan

08:25 The acquisition I should have repeated four times

11:00 Selling the agency and what came after

14:30 Grief, COVID, and finding purpose in the garden

17:10 Launching Agency Outsight and pricing it on instinct

21:40 The asset mindset: building enterprise value

26:00 Programmatic M&A as the real growth lever

30:15 Why founders pay themselves last (and shouldn't)

33:00 Copycat goals and chasing someone else's dream

36:00 Rapid-fire questions and closing thoughts

Steve Guberman is the founder of Agency Outsight and the host of Agency Bytes, the podcast for agency owners who want real conversations about building, growing, and eventually selling the business they've worked so hard to create. A former agency founder who successfully exited his own firm, Steve now coaches creative, marketing, and digital leaders through the challenges of growth, positioning, and the complex decisions that come with scaling or selling an agency. As both a coach and M&A advisor, he helps owners see what truly drives long-term value — financially and personally — and through Agency Bytes, he brings that same lens to every conversation, pulling honest stories and hard-won lessons from the agency world's most respected leaders.

Todd Giannattasio is the founder of Tresnic Media, where he helps brands grow online through systems built on what he calls Helpful and Humanized marketing — a combination of fundamental principles and modern strategy that's earned him features in Entrepreneur, Forbes, and Huffington Post. A veteran marketer with more than two decades in digital communications, Todd has worked with brands ranging from Universal Records and BASF to growing startups and small businesses, giving him a rare perspective on what actually moves the needle at every stage of growth. Certified through DigitalMarketer, HubSpot, and the Jordan Belfort Straight Line Sales and Persuasion System, he's also a sought-after speaker at top events for entrepreneurs and innovators across the country — and a longtime friend of the show, returning to Agency Bytes to flip the mic and interview Steve for this Season 4 kickoff.

Contact Todd on LinkedIn or his website.

Featuring: David Wain-Heapy, Prodigi

In episode 149, I sit down with David Wain-Heapy, founder of Prodigy, a company that helps agencies and digital businesses build flexible, scalable remote teams through global talent sourcing.

David spent 14 years building and running a Magento-focused e-commerce agency out of central London before selling it to Brave Bison PLC. We talk through what that exit process actually looked like, why the right acquirer matters as much as the right offer, and how building systems independent of the founders made the transition possible.

From there, we get into the real substance of what David does now: helping agencies shift from an outsourcing mindset to an offshore hiring mindset. There's a difference, and it matters. Agency owners will come away with a clearer framework for when and how to integrate global talent, how to think about time zones, which roles translate well offshore, and what AI is actually doing — and not yet doing — to development teams in agencies right now.

Key Bytes

• Outsourcing and offshore hiring are not the same thing — one is a handoff, the other is a hire.
• The fix for a failed first attempt wasn't better talent, it was better integration — sprints, tools, and cadence.
• Building a business that runs independently of you isn't just good leadership, it's what makes you acquirable.
• The right acquirer matters as much as the right offer — alignment on team and culture is what made a six-month handoff possible.
• East Coast agencies fit well with Eastern European talent; West Coast agencies are better served by South and Central America.
• AI handles contained tasks well, but it still can't hold the context of an enterprise-scale project.
• The people who will thrive in an AI-augmented world are the ones who bring real creativity — the architects and problem-solvers, not just the executors.

Chapters

00:00 Why this conversation matters for agency owners right now
01:45 David's 14-year agency journey and building in a competitive London market
05:10 The first attempt at offshore talent and why it failed
08:30 Selling to Brave Bison: what the exit process actually looked like
13:15 Choosing the right acquirer and making a clean handoff
17:00 Outsourcing vs. offshore hiring: why the mindset shift changes everything
21:30 How to think about time zones when sourcing global talent
24:45 What systems agencies need before hiring offshore
28:00 Where AI is actually helping agency dev teams right now
33:20 Which roles work well offshore and which don't
37:50 Rapid fire: surfing in Bristol, letting go of control, and a risky bet that paid off

David Wain-Heapy is an experienced founder currently focused on building remote teams for digital businesses with Prodigi.

Having sold my digital agency to Brave Bison PLC, I am now working to provide a flexible and scalable solution that enables companies to take control of hiring by looking at a global talent pool.

I have many years experience building globally distributed teams of digital professionals and leading them to help great businesses win in the race for attention and accelerate their digital growth.

Contact David on LinkedIn or the Prodigi website.

Featuring: Cameron Herold, COO Alliance

In episode 148, I sit down with Cameron Herold, founder of COO Alliance and one of the most recognized voices in operational leadership, to talk about the mindset shift agency owners desperately need right now: stepping into the role of CEO and building a true COO mindset inside their business.

Cameron has helped scale companies like 1-800-GOT-JUNK and advised hundreds of growth-stage businesses, and in this conversation, we unpack what it really means to work on the business instead of being trapped inside it. We talk about the operator’s lens, how founders accidentally become bottlenecks, and why operational maturity is often the difference between a lifestyle business and a scalable asset.

If you’re an agency owner who feels stretched thin, stuck in delivery, or unsure how to elevate your leadership team, this one is a masterclass in stepping up and leveling up.

Key Bytes

• The CEO’s job is vision. The COO’s job is execution. Most agency owners are trying to do both — and burning out.
• Operational discipline isn’t about bureaucracy — it’s about freeing the founder from the day-to-day.
• If you’re still the glue holding everything together, you don’t have a scalable business — you have a dependency.
• Working on the business requires intentional systems, delegation maturity, and the courage to step back.
• Strong operators build companies that can grow, sell, or run without the founder in the weeds.

Chapters

00:00 Welcome & Cameron’s Scaling Background
04:12 The Difference Between a Founder and a CEO
09:48 Why Most Agencies Don’t Truly Work “On” the Business
16:35 The COO Mindset Explained
23:10 Founders as Bottlenecks
31:42 Building Operational Discipline Without Red Tape
40:18 Hiring & Developing Strong Operators
49:03 Scaling vs. Lifestyle Businesses
57:25 Final Advice for Agency Owners

Cameron Herold is the mastermind behind the exponential growth of hundreds of companies globally. Founder of the COO Alliance and Invest In Your Leaders training. Cameron is known as the "CEO Whisperer" and is also the former COO of 1-800-GOT-JUNK?, where he engineered the company's spectacular growth from $2 million to $106 million in revenue in just six years.

The publisher of Forbes magazine, Rich Karlgaard, stated, "Cameron Herold is the best speaker I've ever heard...he hits grand slams”. Cameron is the host of the Second In Command podcast, author of 6 bestselling books, including The Second In Command, Vivid Vision, Meetings Suck, Free PR, Double Double, and The Miracle Morning for Entrepreneurs.

Cameron is a top-rated international speaker and has been paid to speak in 26 countries and on all 7 continents, including Antarctica in early 2022.

Contact Cameron:
www.cooalliance.com
www.cameronherold.com
https://www.instagram.com/cameron_herold_cooalliance
https://www.facebook.com/COOAlliance/
https://www.linkedin.com/in/cameronherold
https://www.linkedin.com/company/coo-alliance/
https://twitter.com/cooalliance
https://www.youtube.com/@CameronHerold?sub_confirmation=1
https://cooalliance.com/vivid-vision/

Featuring: Amy Hood, Hoodzpah Design

In episode 147, I sit down with Amy Hood, designer and co-founder of Hoodzpah Design, the Southern California brand identity studio behind work for Disney, Nike, Netflix, Target, and the Lakers. Amy and her twin sister Jen built Hoodzpah out of necessity after realizing they were “unhireable on paper,” and turned it into a nimble, right-sized studio that’s intentionally stayed small to protect speed, momentum, and creative quality.

We talk about why “make the work you want to get” is still the most reliable path to better clients, how relationships compound when you lead with curiosity (not strategy), and why creatives have to treat marketing as part of the job if they want opportunities to find them.

Amy also shares the story behind Hoodspa’s Adobe MAX banner plane stunt (“No more broke creatives”), what they learned from taking a big marketing swing, and how they’re shifting from service work into products like their updated book Freelance, and Business, and Stuff and the Fort font subscription app.

Key Bytes

• Making the work you want to get is still the fastest way to change the caliber of clients you attract.
• Staying small on purpose can be a growth strategy — speed and momentum beat bureaucracy.
• If you don’t share your work, people can’t refer you because there’s no proof you exist.
• Spectacle marketing works when it’s aligned, intentional, and captures attention in a sea of noise.
• Diversifying income through products creates longevity — especially when your body can’t grind forever.

Chapters

00:00 Welcome + who Amy Hood is
01:05 Hoodzpah’s origin: “unhireable on paper” to studio owners
02:59 Twin partnership: dividing roles and avoiding scorekeeping
08:41 Staying small on purpose (and why bigger can be slower)
11:18 Landing better clients by making the work you want
18:03 Dream clients + putting your hat in the ring
21:00 Adobe MAX banner plane: “No more broke creatives”
28:40 From service to product: book, fonts, and Fort app
31:48 Font licensing fear and why clients are gun-shy
38:44 Rapid fire: resets, creative myths, and boundaries

Amy Hood is a designer and co-founder of Hoodzpah, Inc, a brand identity studio in Southern California that has worked with companies like Disney, 20th Century, Nike, The Lakers, Target, and Netflix. Amy's logo and identity work centers around custom lettering solutions. She is the font designer behind Palm Canyon Drive, Beale, and Beverly Drive. When she's not stress-watching Laker games, Amy can be found at the beach, plein-air doodling, and practicing her Smashball backhand. She co-authored the book “Freelance, and Business, and Stuff: A Guide for Creatives” (and its related online course) with her sister Jennifer, based on the Professional Practices class they taught at Laguna College of Art & Design.

Contact Amy, grab their book, or fonts all on the Hoodzpah website, Instagram, or YouTube channels.

Featuring: Dorien Morin-van Dam, More In Media

In episode 146, I’m joined by Doreen Morin-van Dam, a content strategist with more than 15 years of experience helping brands grow through smart, sustainable marketing. Doreen works with teams on how to use AI responsibly and effectively, hosts the Strategy Talks video podcast, and is known for blending emerging tech with deeply human content strategies.

We dig into what really happened when companies rushed to replace humans with AI in 2025—and why many of them quietly reversed course by Q4. Doreen shares what she’s seeing brands regret most, how “AI slop” became a real problem, and why human-led content is becoming a competitive advantage again. We also explore how agencies can use AI as a strategic partner (not a shortcut), why long-form content matters more than ever, and how organic and paid media must work together. This is a grounded, practical conversation for agency owners trying to navigate AI without losing trust, quality, or their voice.

Key Bytes
• Why replacing humans with AI backfired for many brands in 2025
• How AI slop diluted trust, performance, and differentiation
• Why humans must remain the source of truth in content strategy
• How to use AI to analyze, enhance, and scale—not replace—expertise
• Why long-form, opinionated content performs better with LLMs
• How organic social still drives testing, trust, and paid performance
• Why being different beats being “better” in crowded markets
• How agencies should rethink in-house marketing investment

Chapters
00:00 Why 2025 became the “AI correction year”
02:30 What brands got wrong when they replaced people with AI
05:45 Why agencies must treat themselves as their best client
08:55 AI avatars, ethical concerns, and consumer trust
11:30 From AI slop to human-led strategy
15:05 Humans as the source of truth in content
19:45 Why long-form content matters for AI discovery
21:20 Organic social isn’t dead—it’s misunderstood
26:25 Organic + paid: why they must work together
28:00 Rapid-fire questions and practical takeaways

Dorien Morin-van Dam is a Vermont-based content strategist with over 15 years of experience helping brands grow through smart, sustainable strategies. A Certified Social Media Manager and Agile Marketer, she also consults on AI strategy for small businesses, showing teams how to use AI in marketing responsibly and effectively. Dorien turns organic content and emerging tech into measurable results, speaks internationally, and hosts the Strategy Talks video podcast. You’ll recognize her on stage and online by her signature orange glasses, a nod to her Dutch heritage.

Check out Dorien’s website, connect on LinkedIn, or tune into the Strategy Talks podcast.