Ep 138 – How You Can Transform Your Agency Proposals & Billing by Integrating Ignition App скачать в хорошем качестве

Ep 138 – How You Can Transform Your Agency Proposals & Billing by Integrating Ignition App

THIS EPISODE IS SPONSORED BY IGNITION. START YOUR FREE 14 DAY TRIAL ignitionapp.info/agencybytes-trial Use Code OUTSIGHT25 to save 50% off! Agency Bytes is a podcast for creative, marketing, and advertising agency owners that packs a ton of important agency information on one topic, from one expert into a 25-minute brief. Why 25 minutes? Because who has the attention span for much more these days, and you can squeeze in a listen between meetings with time for a bathroom break or coffee refill before your next meeting. Agency Bytes is brought to you by Steve Guberman from Agency Outsight. Steve is a 20-year agency veteran who works as a business coach for agencies nationwide. He coaches owners of branding, marketing, design, and PR agencies to conquer their goals and overcome their challenges. Learn more about Agency Outsight at www.agencyoutsight.com - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Ep 138 – Jordan Snider, Token Creative – The impact of integrating Ignition App - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - In episode 138, I sit down with Jordan Snider, co-founder and CTO of Token Creative Services, to break down the real impact of integrating Ignition App into their agency operations. Jordan shares how Token went from scattered proposals, manual invoices, and nearly $40k in aging AR to a streamlined, single-system workflow that clients actually appreciated. We dig into the operational before/after: centralized proposals and agreements, automated billing, faster close rates, clearer scope definition, easier upsells and renewals, and the elimination of unbilled “mystery hours.” Jordan also talks about forecasting clarity — and why dashboards that tie proposals, renewals, and revenue projections together are a game changer for decision-making. This episode is a grounded look at what happens when an agency stops tolerating a duct-taped sales and billing process and finally upgrades the operational spine of the business. Key Bytes • Token’s breaking point was nearly $40k in aging AR — a clear sign the proposal and billing process was broken. • Clients were confused by multiple proposal versions, scattered contracts, and manual payments; consolidating everything through Ignition simplified the entire client experience. • The biggest financial lift came from capturing previously unbilled variable hours and out-of-scope work. • Automated reminders and stored payment methods dramatically reduced AR and manual follow-up. • Forecasting became easier with visible open proposals, renewal pipelines, and year-over-year revenue projections. • Simplifying the tech stack cut both software cost and constant integration maintenance. • Ignition enabled Token to shift from hourly pricing to value-driven retainers because operations finally supported it. • Jordan’s advice: delaying this overhaul guarantees regret — proactively fixing it avoids the forced crisis moment. Chapters 00:00 Intro and why Token’s Ignition story matters 02:05 Token’s early days and “brute force” agency ops 03:10 The $40k AR wake-up call 05:10 What was broken in their proposal + onboarding workflow 06:55 Client reactions after switching to Ignition 07:50 Close rates, renewals, and handling scope creep 09:40 Capturing unbilled work and shrinking AR 11:55 Forecasting and metrics that changed decision-making 14:00 Simplifying the tech stack and ditching integrations 16:40 How clarity improved both scope and service delivery 23:40 Productizing services and shifting to retainers 25:05 Jordan’s advice for agencies resisting the overhaul 26:50 Rapid fire and wrap-up Jordan Snider is the Co-Founder and CTOof Token Creative Services, a full-service digital marketing and creative agency based in Kitchener-Waterloo. With a background in full-stack software engineering, Jordan bridges the gap between technical development and creative marketing. He has contributed personal reflections to platforms supporting victims of family violence, discussing the unique stressors faced by newcomers and the importance of community support systems. His work reflects a blend of technical precision and a commitment to social impact, aligning with Token Creative’s mission to support businesses making positive environmental or social changes. token.ca ignitionapp.info/agencybytes-trial