Pipeline Meetings: Why A CFO Helps Agencies Accelerate Growth with Hannah Hood

Don’t miss the episode as Jamie and Hannah Hood, Virtual CFO with Summit Virtual CFO by Anders, pull back the curtain on the pipeline meetings they conduct with clients. They discuss the current state of the agency industry, extended sales cycles, slower lead generation, and the challenge of clients wanting more for less. They give insight into advice they offer to clients, such as data analysis and strategic planning, including whitespace analysis to identify service gaps and potential areas of focus. They also talk about investing in the company during slow periods, such as using cash reserves to improve marketing strategies and processes. Additionally, they highlight the value of tapping into team members' hidden potential and ensuring cross-departmental communication for better client outcomes.