Frequently asked questions

What specific services does BLOOM Agency offer to help marketing agencies scale their operations?

When clients come to us they are using feeling “stuck”.  Stuck in the sense that they have gotten to a level of success, but they can’t figure out how to get to the next level in their business.  They are using experience problems like: 

  • – Fulfillment issues and deadlines getting missed. 
  • – Churn rates are higher than they were before and they can’t figure out why. 
  • – People are underperforming
  • – Recruiting and not being able to staff fast enough or with the right people. 
  • – Team members don’t have proper training
  • – Inconsistent sales numbers and quota attainment. 
  • – Leadership Team doesn’t know how to solve problems (or no Leadership Team at all)
  • – Lack of SOPs and Processes in the business so a lot of inefficiency. 
  • – Agency owner is the biggest bottleneck in the business. 
  • – Little to no grasp on the agency’s financial health. 
  • – No financial plan or budgets for the departments. 
  • – Gross Profit and Profit per Client is missing. 
  • – Low Net Profit and no plan on how to improve that.  

So these are the main problems that we help solve for agencies.  Every agency is different which is why we create custom solutions for each client.  We have plans that are DIY and we have plans that are more DFY.  But either way, you’ll always get a custom plan and direct consulting with our team so that we help you scale your agency.

100% yes. In fact, anyone who does NOT give you a custom plan/services is not taking you down the correct path. Every agency is different and so to truly solve your problems you need a custom plan that works specifically for YOU.

When you work with BLOOM we look at your business and your numbers and figure out exactly what is going on. We look at what’s going right and what is going wrong and then we come up with a custom strategy to fix those issues and then show you how it’s improving the business from the numbers.

Essentially BLOOM pays for itself because we help you make more profit (and not just more revenue).
The first step is to schedule a 20-minute call with our team so we can see what’s going on in your business and decide if we can help you. If you have clients and you have employees then most likely we can help you. With that being said, if you’re a brand new startup and don’t have either of those then we probably are not a good fit at this time.

After that 20-min call, if we can help you then we will schedule you for our Profit Accelerator Business Analysis (or PABA). Inside the PABA you’ll have (2) one-on-one calls with our team where we will analyze your team structure and leadership and then we’ll create your financial plan called a Pro Forma and we’ll show you EXACTLY what changes you need to make in the business to hit your goals. It will be crystal clear on what steps you need to take to get to that next level.

With the PABA you can take the plan and execute and implement the strategies yourself or you can hire us to help you.
Yes, there are lots of case studies and examples of marketing agencies that we have helped. And actually on the page to book an appointment you can see a video of a lot of the clients we have helped.
Our biggest expertise is that we know marketing agencies better than anyone else. Of course we know operations, finance, HR, Marketing, Sales, and Customer Experience, but our biggest benefit for you is that we actually know YOU (and sometimes we know you better than you know yourself.

We have been in this industry for over 12 years and we don’t serve any other industries but marketing agencies. We know your challenges with hiring, firing, fulfillment, lead gen, training, technology, profitability, etc, etc, etc, etc. Running a marketing agency is incredibly difficult and if you don’t have a guide that knows the industry inside and out then your path to success will just take longer.
The first thing we do is look at your org chart, leadership structure, and the NUMBERS. The numbers don’t lie and this is something you’ll hear us say a lot. We measure everything with FACTS and NOT FEELINGS.

Once we look at the facts then we can figure out what is going on in the business and what needs to be fixed. It’s like a doctor running blood tests and MRIs and analyzing the situation before writing a prescription. We don’t “prescribe” you anything until we do a very thorough Business Analysis.

Once we know what’s going on then we can diagnose the root cause of your business issues and work with you to fix them.

Part of our job is also holding you and your team accountable to completing the tasks that will fix the issues in your business. So if you don’t want to be held accountable then we are not the right company for you. However, if you want us to guide you and ensure that you remove obstacles and achieve goals then we’ll be a great fit.
After doing the Profit Accelerator Business Analysis that is two calls with us, you’ll see exactly what are the problem areas in your business and what you need to fix. So the results from that are pretty much immediate but definitely by the end of the second call.

If you decide to work with us beyond the PABA then we actually deliver a report to you every 90 days that talks about the things we helped you in the business and how it improved your Revenue, Gross Profit, Net Income, and Company Valuation.

You’ll see specifically how we helped you grow the business every single quarter. So in conclusion, you’ll see results with us in the first 90-days after we do the PABA.
We do have a Money Back Guarantee. If you do the Profit Accelerator Business Analysis (PABA) with us and you don’t think it was the right decision for you then we’ll refund your money less the credit card processing fees.

If you decide to work with us beyond the PABA, we also have a Money Back Guarantee. You’ll get to work with us for the first 3 weeks and if you don’t feel like it’s the right solution for your company then again we will refund your money less the credit card processing fees.

We stand behind our work and there this is why we have the guarantees.
Great question. We customize every solution for your agency because every agency is different. Therefore what we do for you is very collaborative. You provide the feedback and numbers to us and then we can help make adjustments to the plan as we see fit. You also tell us what your short and long-term goals are so we’ll help you get to where you want to go. Finally, after we review the numbers with us we will make recommendations for things that we think you need to fix in your agency, but ultimately you can decide what are the priorities.

The only thing we are not flexible about is your work ethic. We only work with agencies (and agency owners) that are willing to do the hard work. There is no shortcut to success and the changes you need to make in the business will require discipline and making hard decisions. We will hold you accountable but we can’t want you to be successful more than you do. If you have the drive, determination, and work ethic then we can do some amazing things.
100%. If you’re struggling with creating the SOPs and Processes to help everyone get things done on-time and on-budget then we have several options to help you accomplish this. Schedule a call and we’ll help you decide which option makes the most sense for you.
Yes. This is what put BLOOM on the map, but very quickly we learned that agencies needed a lot more than just “bodies”. They needed help with processes and efficiency. They needed help with learning how much to budget for production labor. And they wanted to MAKE MORE MONEY! So we started to help with everything related to Operations and scaling. We are currently not taking on anymore outsourcing clients BUT we can absolutely help you build out and train your own in-house team, which is usually a better solution anyway.
First off, we don’t blow smoke up your ass. If you want someone who is going to sell you a pipedream that anyone can be an overnight internet millionaire then we are NOT for you. We only work with agency owners who are willing to put in the hard work and stay disciplined so they can build a REAL business. The consulting we provide consists of three elements: Strategic Guidance, Operations Optimization, and Ongoing Support. If you're looking to go from $500k to $1M, from $1M to $5M, and from $5M to $10M+ then we could be a great match. And best of all we’ll show you how to grow your profitability so you can scale and exit your agency one day. We show you how to manage the numbers, how to build a great leadership team, how to hire and train, and how to build a highly-profitable business that gives you the lifestyle you always wanted. There are no shortcuts or hacks, but if you’re willing to do the work then you will build the agency of your dreams.
If your revenue is below $500k we still have packages that can help you. Scaling your agency requires going through different “growth stages'' and each stage requires you to overcome different challenges.

However, since the majority of our work is geared towards agencies who already have traction and know how to get customers then we typically are not a good fit for the agencies that are just getting started and don’t have clients.

Schedule the call with our team and we will know if it’s a good fit within the first 20 minutes. Some of our best success stories come from agencies that were in the "startup stage" so you could be one of these people.
Sorry. We do not work with solo agency owners. You must have an existing team to be able to work with BLOOM. That can be a team of contractors and freelancers, but we still need you to have a team since growth requires having a team that can accommodate said growth.
We work best with digital agencies who have more business than they can handle and know that with the right team members, the right operations, and the right financial mentorship they can 10x their growth. AND they are willing to do whatever it takes to make this dream become a reality. We also ONLY work with kind people. If you're a jerk don't bother contacting us.
After you do your Business Analysis with us you get to pick a plan where we help you fix your agency challenges and scale. By this time you should already know that we're the right fit but we also offer a Satisfaction Guarantee. After you sign up and pay for the plan of your choice, you get to go through the first two trainings (we call them modules) with us and if you're not 100% sure that we're the right fit then you can cancel and we'll refund you minus credit card processing fees.
The Business Analysis is one-time investment. It is similar to a paid discovery session that you do with your clients.

During the Business Analysis you do two, one-on-one calls with our team.

On the first call we will review the infrastructure of your current company, the org chart, and leadership team and identify what gaps you will need to fill to achieve your goals.

On the second call we will create a 2-year financial plan/roadmap that includes your Gross and Net margin goals, sales goals, ARPU goals, budgets for departments, etc, etc. You'll be able to see where your current trajectory will take you in three years and also what changes you need to make if your current trajectory won't get you to the end goal you want.

Then you also get to ask us questions and we can give you consulting during those two calls.

You get to keep this strategic roadmap that we create for you even if you decide not to work with us. However, if you see this strategic roadmap and you want help with the implementation and execution of the plan then we will let you know how you can work with us.

We do this to give you and us 100% clarity as to what you need to improve to get to the next level in your agency. In the end, we only work with clients that we're certain we can help.
Every agency is different but most of our clients double their business in the first year or working with us. We are very selective about who we work with because we guarantee results for our customers. Each quarter you'll receive a report that shows you things like how much you increased the valuation of your agency, how your salary has increased, your churn rate improvements, etc. That way you'll know with certainty that our efforts are paying off. If you have built a good agency and want to become a GREAT agency and want the “easy button” for scaling then schedule a call with us.
The first thing you invest in is the Business Analysis which ranges from $497-$997.

Then if we decide to work together we have package options that align with your revenue and profit.

Essentially our packages pay for themselves.

PLUS, everything we do comes with a Money-Back Guarantee so you really have zero risk.

Apply today for a free 20-minute assessment to see how we can help you.

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