Knoodle Founder's Hour-Mark-Sneider

Most marketing agencies are experts at managing their clients’ brands, but they often neglect their own.

It is the classic “cobbler’s children” scenario where client work always takes priority, and internal business development falls by the wayside.

In a recent episode of the Knoodle Founder’s Hour, RSW/US President Mark Sneider sat down with Rosaria Cain to discuss why new business development is such a hurdle for agency principals and how to build a more sustainable outreach engine.


Per Mark:

Ad agencies dislike prospecting.

They get busy serving clients and neglect their own pipeline.

That’s the exact problem RSW/US solves: we help marketing agencies and professional service firms find qualified leads, set meetings, and get prospects as close to close as possible.

We don’t just book meetings, we help nurture prospects until the client can win them.

3 principles that make RSW work:

  1. Multi‑channel + consistency: phone, email, physical mail, LinkedIn: use multiple channels and stay persistent. Some prospects take years to respond; consistency pays off.

Key Highlights from this episode: Why Ad Agencies Hate Going After New Business (And How to Fix It)

The Myth of the Dead Cold Call

There is a common belief that reaching out via phone is a thing of the past; however, the data suggests otherwise.

While email deliverability becomes more difficult, the phone remains a reliable way to break through the noise.

Mark explains that success comes from a multi-channel approach, using a mix of phone, email, and even physical mail,  helps an agency stand out in an uncluttered environment.

Consistency Over Intensity

One of the biggest pitfalls for agencies is the “stop-and-go” nature of their outreach.

When an account demands attention, prospecting usually stops.

This lack of consistency creates a feast-or-famine cycle that’s hard to break.

Mark emphasizes that a dedicated resource must stay focused on the “hunt” every day, regardless of how busy the rest of the agency becomes with current deliverables.

Leveraging AI Without Losing the Human Touch

AI is changing how agencies handle prospecting, particularly in list-building and meeting preparation.

While these tools increase productivity, they’ve also led to a marketplace crowded with over-promises.

The key is using technology to work smarter while maintaining the strategic thinking that a “doer” agency simply cannot replicate.

High-level strategy is what separates a partner from a mere vendor in the eyes of a prospect.

Finding the Right New Business Talent

The role of a New Business Director is notoriously difficult, requiring resilience and a specific “hunter” mentality.

Mark shares that his hiring criteria shifted over time to prioritize strong sales experience first, followed by marketing knowledge.

Supporting these individuals within a collaborative, non-competitive culture is essential to surviving the high rejection rates inherent in the role.

Navigating Market Uncertainty

When the economy feels unpredictable, many marketers overreact by pulling back.

Agencies can stay ahead by focusing on strategic program development and consistent outreach.

Instead of going into “full sales mode,” the most effective strategy is to provide continuous value.

It’s about playing the long game and staying visible even when the market seems quiet.

The Power of Giving Away Your Best Thinking

The ultimate differentiator in a crowded industry is the willingness to provide strategic counsel before a contract is even signed.

Mark references the legacy of Leo Burnett to highlight that bringing constant value to a client’s life is the only way to sustain a long-term reputation.

When you offer insights that help a prospect solve a problem, you move from being a salesperson to a trusted advisor.

Build a supportive culture; we’re a team that helps each other, not a boiler room.

And when markets tighten, companies still need new business.

Stay predictable in your execution, reach more prospects, and keep bringing value. That resilience matters.

A cultural operating line Mark shares with every hire:

Bring constant, added value.” If your offering can be reduced to a commodity, you’ll be competing on price or noise. Help clients win with thinking, not just tactics.
Whether you’re an agency founder, a sales professional, or an entrepreneur navigating market shifts, this episode focuses on resilience, smart prospecting, and building meaningful business connections.
The RSW/US First Meeting Blueprint: 20+ Multi-Channel Tactics for Agency Growth

Breaking Through: The RSW/US First Meeting Blueprint

Getting a first meeting with a prospect is one of the hardest business development challenges an agency faces consistently.

Most agencies get their new business from referrals and repeat clients, which is great when it’s happening, but not a growth strategy.

At some point, you have to break into new relationships, and that means figuring out how to reach people who don’t know you yet and have no particular reason to respond.

The RSW/US First Meeting Blueprint is a practical, channel-by-channel collection of tips built around what actually works in today’s outreach environment.

Scroll all the way down download it.

The RSW/US First Meeting Blueprint: 20+ Multi-Channel Tactics for Agency Growth

Bonus: Watch the Full Day 2 Conference Session

The Blueprint provides the framework, while this session adds the essential texture. At our annual conference, veteran New Business Directors Brandon Buttrey and Chad Dills detailed the RSW/US approach to securing first meetings.

With a combined 19 years of daily experience across diverse categories, they cover mistakes to avoid and tactics that work today. The session includes:

  • Tactical Training: Strategies for physical mail, email cadence, and opening lines.

  • Expert Q&A: Insights on AI tools, LinkedIn, video brochures, and cell phone outreach.

  • Navigational Help: Key timestamps below allow you to jump to specific segments or share them with your team.

Jump to What Matters Most

  • 03:26:00 Topic Selection – Why “first meeting with a cold prospect” matters
  • 05:05:00 Defining the Cold‑Prospect Challenge
  • 08:00:00 Prospecting Pain: Loneliness & the grind of cold outreach
  • 08:41:00 Why Prospecting is Hard Now – saturation, AI‑flood, noise
  • 10:26:00 RSW Outreach Framework – Mail, email, phone & creative tactics
  • 11:16:00 Physical Mailer Deep‑Dive – why it works and how to use it
  • 14:22:00 Physical Mailer Benefits & Real‑world examples
  • 17:23:00 Mailers as Conversation Starters – “Did you get it?”
  • 19:24:00 Creating Effective Mailers – teamwork, batch size, bright envelopes, intro note
  • 22:36:00 7 Practical Mailer Tips (overview)
  • 24:30:00 Email Outreach Best Practices – research, AI‑assist, 80% rule, brevity
  • 33:14:00 Crafting a Strong Call‑to‑Action in Cold Emails
  • 36:15:00 Email Deliverability – avoid links, PDFs, signatures in first blast
  • 38:17:00 Plain‑Text vs. Rich‑Media Emails – when to use each
  • 40:47:00 Phone‑Call Outreach – why it still matters & intro video
  • 45:01:00 Phone‑Call Script & Practice – write, rehearse, voice‑mail tip
  • 48:40:00 Optimal Call Timing – best windows & days of the week
  • 51:19:00 Phone‑Call Block Scheduling – 2‑hour focused calling session
  • 52:02:00 Marketer Feedback on Outreach Methods – what works & what doesn’t
  • 01:01:02 Phone‑Call Start Script Exercise – write your opening line
  • 01:01:20 Creative Outreach Ideas – Loom videos, QR‑codes, gift boxes

A Note on What You’ll watch

A live poll during this session revealed that 52% of attendees rarely use physical mail, and 70% have never called a prospect.

While these channels are challenging, sticking only to common methods leads to average results.

Our directors speak candidly about the difficulty of the “hunt,” from days with no responses to the mental shift required for cell phone outreach.

This session demonstrates how staying consistent across multiple channels helps agencies reach prospects that others miss—the same work we perform for our clients daily.

Is Your Firm Getting in Front of the Prospects That Need What You Do?

RSW/US can help you get in front of the right decision-makers.

We build the program, generate the right meetings, and help move opportunities forward.


Want to see exactly what’s included in a full program? Explore Our Offerings

Want to understand how we work day-to-day? See Our Process

Have questions before you reach out? Read Our FAQ

To view please fill out the form below

While we offer the resources found on our site at no charge, we do ask for your assistance in maintaining a certain level of knowledge about who is accessing our valuable assets. We will never sell or distribute your information to any third parties.

I get a fair amount of agency LinkedIn newsletter invitations, which is great because it means these agencies are working to stay visible, but are these newsletters succeeding as business development tools?

For agencies, LinkedIn newsletters should function as a long-term business development and prospect nurturing tool, not just another content channel.

However, from conversations I’ve had, this typically happens: an invitation arrives from the agency to their prospects, a few issues are delivered, and then it falls off. (Like many internal agency new business efforts.)

No follow-up and no attempt to turn subscriber engagement into actual business development conversations.

LinkedIn newsletters are effective when integrated into a larger strategy, but treated as a standalone task, they can be just another content checkbox.

“Look, we’re doing it! Wait, we have to do it again?”

In this post, I’ll cover why most agency LinkedIn newsletters fail, what agencies misunderstand about the platform, and how to use LinkedIn newsletters as part of a real business development strategy.

Why LinkedIn Newsletters Matter for Agency Business Development

To give the above header some credence, I pulled some initial numbers.

  • LinkedIn newsletter engagement has increased 47% year-over-year.

  • Consistent newsletters achieve open rates between 35% and 40%.

  • And this one’s important: these articles are indexed by Google and perform differently than standard posts. LinkedIn newsletters are hosted on the Pulse sub-domain, which generates 4.2 million monthly organic visits from search engines. Because LinkedIn has a domain authority of 99/100, your articles can rank for industry keywords and appear in Google AI Overviews far more effectively than a standalone agency website.

What Most Agencies Get Wrong With LinkedIn Newsletters

After receiving more of these invitations than I can remember, a few patterns stand out:

  1. Generic content with no point of view:

    I see these newsletters read like they were written by a committee determined to offend no one. Not that your goal is to literally offend, of course, but if your competitors could put their logo on your content and no one would notice, you’ve got to work on your distinctive voice, which comes from your expertise.

  2. No follow-up strategy.

    This is a missed opportunity. Someone subscribes and typically there’s no follow up.  Especially if it’s a prospect, make a connection and thank them, and get them on your “warmer” list.

  3. No clear call to action.

    Every issue should nudge the reader toward something. Not a hard sell, but agencies don’t sell themselves enough.

  4. Inconsistent cadence.

    You’ll lose, or be ignored by, subscribers who signed up for weekly content and get three issues in a row followed by a two-month silence. To be up front, I struggle with this part, but it needs to happen.

Your Agency Has a LinkedIn Newsletter. Now What A Business Development Strategy That Works

LinkedIn Newsletter Best Practices That Drive New Business

Don’t just publish; use the tool to drive revenue:

Use it as a warm touchpoint in a longer sequence.

A newsletter isn’t a closer, it’s a nurture tool, and agencies often don’t have the patience to stick with it because they treat it like it should be a closer.  It’s a long game.

Use your newsletter as a “warm” reason to reach out to an active prospect, providing value.

Instead of a cold “just checking in” email, it gives you a reason to reach out.

You can say: “I wrote something last week I thought you’d find useful , did you catch it?”

Subject lines should earn the open.

Your title is your subject line, so keep that in mind, just as you do with any sales email.

Stay away from titles like “Our Latest Thinking”.

Use specifics, like “Agency New Business in Q3: What the Data Says.”.

Publish on a consistent schedule, weekly if you can sustain it.

Among the top 100 LinkedIn newsletters by subscriber count, 59% publish weekly.

That can be tough, so if that’s just not feasible, try to aim for twice a month.

Engage with new subscribers directly.

While they often don’t show you specifics, LinkedIn’s analytics do show you who your newest subscribers are, with a direct option to follow, connect, or message them.

Don’t ignore that!

Tie your newsletter to your broader BD prospecting sequence.

If you’re reaching out to a prospect and they’re already a subscriber, you have social proof and a conversation starter built in.

If they’re not yet a subscriber, the newsletter can be part of how you introduce your thinking.

Things You Probably Don’t Know About LinkedIn Newsletters

A lot of the tactical advice out there misses some important mechanics.

Newsletters bypass the algorithm.

Unlike regular posts that only reach about 5-7% of your followers, newsletters go straight to the inbox and trigger an in-app notification for every subscriber.

When you publish your first issue, LinkedIn automatically invites all your connections and followers to subscribe.

This is something you probably know, but just in case, when you launch your newsletter, LinkedIn invites all your existing connections to subscribe for you.

Anonymized Data

Good old LinkedIn doesn’t like to share: you can see demographics like job titles and seniority (e.g., if 40% of your readers are VPs), but LinkedIn won’t give you their individual email addresses or names in a report.

To see who is actually biting, you have to track comments or use UTM parameters on your links to see which companies are hitting your site.

Newsletter articles are Google-indexed.

I said it already, but it’s worth repeating: Your issues can show up in organic search results, which means a well-crafted issue on a relevant keyword can attract people entirely outside your LinkedIn network.

This is essentially free SEO that most agencies aren’t thinking about.

You Don’t Own The Audience

You cannot export your subscriber list (Booo!).

You own the content, but LinkedIn owns the relationship.

What I’ve Learned from Running My Own

I’ve been publishing Taking Care of Business for a while now, 107 issues in.

We have a tight team at RSW that writes content for business development of our own, and I write a fair amount of it, so it only makes sense to publish that everywhere.

I want to stress this: if you’re already pushing out a newsletter to prospects, push it out via LinkedIn newsletter as well.

Don’t be concerned a prospect may get it twice, as good as it may be, they probably didn’t get to it on the first pass.

What I’ve really learned is, you can’t just push out content on one channel.

I can definitively point to agency partners who engaged with me through my LinkedIn newsletter but that happened because they also get our RSW/US emailed newsletter, direct mail from me, and reach outs across email, phone, and LinkedIn.

You can sign up for the RSW/US newsletter here BTW.

FAQ: LinkedIn Newsletters for Agencies

Are LinkedIn newsletters effective for agency business development?

Yes, but only when they’re part of a broader business development strategy. A LinkedIn newsletter works best as a long-term nurture tool that keeps your agency visible with prospects over time, rather than as a standalone lead-generation tactic.

How often should agencies publish a LinkedIn newsletter?

Weekly is ideal if you can sustain the quality and consistency. If not, publishing twice a month on a reliable schedule is better than posting inconsistently and disappearing for long stretches.

Do LinkedIn newsletters help with SEO?

Yes. LinkedIn newsletter articles are indexed by Google and can rank in search results because they live on LinkedIn’s high-authority domain. That gives agencies an opportunity to appear for industry-related keywords and potentially surface in AI-generated search results as well.

Can you export LinkedIn newsletter subscribers?

No. LinkedIn owns the subscriber relationship, which means you can view subscriber analytics inside the platform, but you cannot export a subscriber email list directly.

What’s the biggest mistake agencies make with LinkedIn newsletters?

Treating the newsletter like a standalone content task instead of integrating it into a broader prospecting and relationship-building process. The agencies that see results use newsletters to support outreach, follow-up, and ongoing visibility with prospects.

The Bottom Line on LinkedIn Newsletters for Agency Business Development

A LinkedIn newsletter, used strategically, is a BD tool that compounds over time, and the platform’s notification infrastructure means your content gets delivered.

Will it carry the weight for your entire BD strategy? No it will not, but you can’t expect it to.

Create a simple strategy around it, because LinkedIn is a lot of noise these days, but with a plan for multiple touchpoints, it can be an effective tool.

And if you’re not already subscribed to Taking Care of Business, I’d be glad to have you. It’s where I write about agency new business, prospecting, and what’s working out there.

Navigating Prospect Decision Fatigue 

Seeing some decision fatigue with prospects lately.  

Not across the board, the activity and interest is still there, but that air of general uncertainty kind of hangs over everything,   

And that’s making some small and mid-sized agencies stand still.  

Standing still won’t service your business in the long run.  

As an agency CEO told me just this week, if you want to compete, you have to move. And we’re moving. 

Decision Fatigue or not, you still have to stay in front of your prospects because it will be too late when they’re ready and you’re not in front of them, or they forgot about you. 

You can’t let prospect indecision dictate your momentum.  

Your clients need guidance, especially as they watch larger companies struggle to make the math work. 

The High Cost of the Automated Future

Take our good old friend, AI, for example. 

Look at these notes from Axios: 

Uber’s chief technology officer already blew through his full 2026 AI budget due to token costs, according to The Information. 

If companies with the largest IT budgets are blowing through 2026 funds already, the automated future isn’t a certain fix.

Human labor and specialized expertise are proving to be the more cost-efficient, stable bet.  

So while giant holding companies are beholden to shareholders and quarterly earnings, small and mid-sized firms have the flexibility to offer stable solutions without worrying about fluctuating token margins. 

You can highlight that your human expertise (combined with your tech stack) is a fixed, predictable investment. While the tech giants are trying to figure out how to pass those costs onto their clients, you can provide a stable partnership that respects a budget. 

 

Breaking Out of the Pipeline-Filling Dross

Michael Farmer described the state of creative work in his C-Suite Blues Substack: 

Directing the creative agencies to develop thousands of low-cost adaptations to fill the media channel pipelines. Today, only 15% of agency creative deliverables involve original ad creation. The bulk of creative agency work — 85% of all deliverables — are adaptations for digital, social and programmatic media. This is hardly the stuff that creates brand equity and creates loyal customers. It’s pipeline-filling dross.

That 85% is the pipeline-filling dross that AI is designed to churn out, but it doesn’t build brands.  

Large agencies are stuck in that context because they have to feed the machine.  

They aren’t as nimble as you, and they’re beholden to a model that prioritizes volume over value.  

Using Agility as Your Primary Asset

You have the room to focus on the work that creates brand equity, the work AI can’t replicate and that big agencies are too distracted to prioritize.  

While, as you know, large agencies have layers of bureaucracy to justify their overhead, you can use your size to make decisions and implement changes for clients in days, not months.  

Your agility is an asset. 

Prospects are looking for partners who feel safe to sign with.  

Your ability to provide direct, human accountability is a differentiator against a big agency’s automated factory.  

Decision fatigue happens when there’s too much information and not enough insight, and there’s a crap-ton of information out there right now. 

You can position your agency to show prospects (and clients) an actionable path. 

Big firms are currently struggling with tech costs and the pressure to prove ROI.  

That’s your opening to lead prospects through their fatigue and information overload. 

 Don’t let their hesitation keep you parked. If you want to compete, you have to move.

Let’s get rid of a persistent myth in the industry: hiring a New Business Director (NBD) is not  a silver bullet that will change things overnight.

It’s a cycle: leadership brings in someone and expects them to reverse years of stagnant outreach or weak positioning through sheer willpower.

The Illusion of the Agency Savior

Too often, before a new business lead has finished setting up the CRM, leadership expects them to turn everything around overnight.

Your prospects may think linearly about how an agency fits their world, but you can’t afford that kind of thinking with your internal talent.

If you treat your NBD like a one-person fix, you’re not just setting them up for potential failure, you’re walking away from your own responsibility to build a culture of growth.

Taking the New Business Blinders Off

There’s no overnight sensation in agency business development.

Agency growth is a long-term, high-discipline game. (We answered a bunch of questions here we usually get about our biz dev here if you’re curious.)

Don’t expect high-value wins to close until the six-to-twelve-month mark.

Your sales cycle might be shorter depending on your niche, but starting with any other expectation creates a pressure cooker where your NBD is forced to chase bad-fit leads just to hit a number.

Your New Business Director Isn't a Silver Bullet

AI is fun!

Four Ways You’re Sabotaging Your New Business Director

To give your new business lead a real shot, stop hamstringing them with old agency habits that treat the role like a catch-all.

  1. The Fragmentation of Focus:

    Your NBD has to stay focused on the hunt. That means no account management duties, no “helping out” on client projects. That kills the momentum you hired them to create.

  2. The RFP Quagmire:

    If your lead is spending half their day on RFPs, your outbound strategy will fall behind. Inbound and outbound require different mental gears.

  3. Distinctive Positioning Over Generic Appeal:

    You can’t hand an NBD a generic full-service deck and expect results. Work with them on positioning that’s distinctive and rooted in language that solves real business problems.

  4. The Need for Internal Shielding:

    Creative departments and business development often work at cross-purposes. It’s your job to protect your NBD and make sure they have the internal support and priority they need to win.

The bottom line is that a New Business Director is an engine, not a foundation.

If you provide them with sharp positioning, protected time, and realistic milestones, they’ll build a pipeline that sustains the firm for years.

But if you sit back and wait for them to perform magic in a vacuum, you’ll be right back here in twelve months looking for their replacement.

Success requires a shared firm-wide commitment to the process, and that starts with how you set them up on day one.

The RSWUS Agency Identity Guide 5 Pillars of Effective Positioning and 10 Rules for AI Search Success

Agency brand positioning for AI search is no longer optional.

If your positioning is vague, you are invisible to both the algorithms and the humans making the decisions.

This RSW/US Agency Identity Guide keeps things simple.

We dive into the five core elements you need to make your brand stand out, from defining your audience with precision to identifying the archetype that sets you apart.

You’ll learn how to identify what your agency “owns” and how to build a personality that carries through everything you say and do.

By establishing these pillars, you create a foundation that helps prospects understand exactly why they should believe in your expertise.

The RSWUS Agency Identity Guide 5 Pillars of Effective Positioning and 10 Rules for AI Search Success

10 Rules for Improving Your Agency’s AI Search Performance

In this guide, we’ve also included ten actionable ways to optimize how AI search engines read and represent your agency.

We cover:

  • Refining your homepage language to ensure your archetype is clear rather than vague.
  • Restructuring your case studies to serve as proof of your positioning.
  • Updating how you talk about your services to build “semantic confidence” through consistent terminology.

These practices move beyond simple keyword counting to help you build “interpretive confidence”, so AI tools understand what your agency is for and who it serves.

This guide is a vital addition to your business development strategy because it ensures your agency is not just found, but correctly categorized and recommended byAI.

How RSW/US Helps Agencies Turn Better Positioning Into Better Pipeline

At RSW/US, we specialize in helping agencies, marketing services, and PR firms find their footing in this shifting market.

We provide the strategic outsourced business development and lead generation services you need to break through, reach the right decision-makers, and get closer to closing business.

Is Your Firm Getting in Front of the Prospects That Need What You Do?

RSW/US can help you get in front of the right decision-makers.

We build the program, generate the right meetings, and help move opportunities forward.


Want to see exactly what’s included in a full program? Explore Our Offerings

Want to understand how we work day-to-day? See Our Process

Have questions before you reach out? Read Our FAQ

To view please fill out the form below

While we offer the resources found on our site at no charge, we do ask for your assistance in maintaining a certain level of knowledge about who is accessing our valuable assets. We will never sell or distribute your information to any third parties.

RSW/US: built on sane, reasonable expectations and not the ridiculous.

We’ve got some great clients. The relationships we have with them are often so lock-tight that they thoughtfully share the most ridiculous emails they get from lead generation “experts” promising the world.

There are days when the emails fly in at a crazy pace…seemingly each new email outdueling the previous one.

Just when you thought you could have all your lead gen desires satisfied by a firm promising 20 meetings a week, another person or firm doubles it up!

This isn’t a new thing.  It’s been going on for decades.

When I first started RSW/US in 2005, I’d often tell people that I felt like I was operating in a used car lot-like environment: overpromising, limited talent, very telemarketing-like.

There was one firm back in the day called “Flat Iron”.  They operated out of the Flat Iron building in NYC.  Their New Business Directors: unemployed actors – because they sounded good on the phone (and I’m sure looked as good as this guy looks) – not kidding you.

Back then, the big difference between our firm (RSW) and all of the “competitive” firms was we weren’t born from a salesy foundation.

My background was all CPG marketing and selling for a reputable, global research firm that helped the likes of Colgate Palmolive create and test new product concepts.

The last thing I wanted to do was create a firm in the U.S. that looked like we had a bunch of people in a boiler room making calls or people stationed overseas trying to make connections over here.

I can confidently say that Flat Iron didn’t last much longer after we arrived on the scene.

The stuff in 2005 was tame compared to what we’re seeing today.

The stuff that’s being pushed out today is just crazy town kind of stuff.  Here’s one of my favorites…love the whole billion $ AI tech founder guy thing:

Love this AI powerhouse of an appointment setter!

And here’s another variation of the robot guy above…this dude is some kind of super-human who’s defying all odds.

It comes in all types and genders!

And one last one…don’t want this to be a male (male robot) dominated post, so out of fairness to the better gender, here’s one from “Kayla Morgan”.  Have to give her a bit of credit as her over-promise is a reasonable over-promise…which I can’t believe I’m saying that “47” is reasonable:

We’ve been taking the sane, reasonable approach for the past 20 years…and haven’t just relied on single platforms.

Maybe that’s why we’ve outlasted the Kayla’s, the Flat Irons, the Position A’s, the Corporate Rains, the Hunter Business Developments of the world.

Many of these firms lived in a single platform world typically relying on email or blasting LinkedIn invites incessantly to make connections.

Not us.  Since the start of the business in 2005 we have used a multi-platform approach (phone, email, mail, and LinkedIn). Just like our clients create multi-platform campaigns for their clients, we believe in the same.

It’s not only an approach we use for our agency client programs, but it’s also the approach we use to market our own business.

I can tell you this, that I couldn’t live with myself if I operated anything remotely close to all these knuckleheads. At RSW/US our core values center on honesty, transparency, creativity, being accountable and having our (human) team bring a can-do attitude to everything we do.

I’m sure it won’t end with the robots and AI…something new will pop into our stratosphere and continue to try and challenge us.

Bring it on!

10 Things Every Agency Owner and Biz Dev Team Should Take Away from Our 2026 Conference

10 Takeaways from Our 2026 Agency New Business Conference

If you attended our virtual new business conference for small and mid-sized agencies, you know there was no shortage of practical, hard-won advice for agency owners and new business teams.

And if you missed it, we put together an initial 10 takeaways from the conference; specific things you can take back to your firm and start using this week.


1. Pick your archetype and say it everywhere.

AI search engines don’t reward optionality.

If you’re trying to be a Brand and Story Architect, an Integrated Growth Engine, and a Specialist Innovator all at once, you’re making it harder for prospects and AI platforms to understand “who you are”.

Pick a primary identity, commit to it, and repeat it consistently across your site, content, and outreach.

Pattern dominance is how you get found and remembered. (And Pattern Dominance really should be a metal band BTW)

2. Your homepage needs to declare, not tease.

Vague positioning forces AI search engines to rely on weaker downstream signals when they’re trying to categorize your agency.

If a prospect lands on your homepage and still can’t tell what kind of agency you are in under 10 seconds, you run the risk of losing them.

Homepage language carries the heaviest narrative weighting in AI-mediated search, so treat that real estate like the most important thing you’ve got.

Lead with who you are and who you serve.

3. Stop sending emails in bulk and start sending them with relevance.

One of the clearest points from Day 2 was that volume without relevance is just noise.

Prospecting emails should be short, specific to the recipient, and written like one professional reaching out to another.

Using AI to help draft is fine, and in fact, helpful, but run it through a human lens before it goes out, because prospects can tell when something was written by AI.

4. Your prospect list isn’t a project. It’s a program.

The agencies winning new business aren’t building a list once and calling it done.

Create a manageable goal: add roughly 40 companies every five to six weeks, re-clean the data regularly, and treat your database as a long-term asset.

If you’re only pulling a list when you “need names,” you’re already behind.

Building a list-management cadence into your regular workflow is one of the highest-leverage things a biz dev team can do.

5. Case studies should prove your positioning, not just your outcomes.

AI platforms treat case studies as behavioral validation, meaning they’re checking whether your claimed identity actually shows up in your real work.

A case study that just says “we increased conversions by 30%” doesn’t tell AI or your prospects what kind of agency you are.

Reframe your case studies to show your method, your point of view, and why your specific approach produced the result.

That’s what builds interpretive confidence.

10 Things Every Agency Owner and Biz Dev Team Should Take Away from Our 2026 Conference

6. When prospects go quiet, most of the time it isn’t personal.

Status quo bias, internal blockers, unclear next steps, and just being slammed are the real reasons prospects ghost you.

The 30-Day Win Back framework we shared on Day 3 gave attendees a structured, respectful way to re-engage, with 6 to 10 touchpoints across multiple channels over a month.

The key is to rotate channels, lead with value instead of check-ins, and always give them an easy out.

Bringing one stalled opportunity back to life a quarter can change your pipeline.

7. Thought leadership content doesn’t have to start with a podcast.

Sam Littlefield and Steve Roop from Littlefield Agency gave us a masterclass in creating and repurposing thought leadership content on Day 5, but the bigger lesson was that the format matters less than the consistency.

If you’ve got a real sales conversation that keeps surfacing the same prospect pain point, that’s a content topic.

A single well-developed idea should produce four to six assets across formats, whether you’re starting with a written article, a short video, or a structured case study.

8. Titles and roles matter more than seniority when it comes to targeting.

It’s tempting to aim only for the CEO or CMO, but the people who actually drive evaluation and vendor selection are often functional buyers and director-level influencers who aren’t as hard to reach.

Building a prospect list that accounts for economic buyers, functional buyers, and operational contributors gives you more points of entry and more opportunities to build relationships before a formal review ever starts.

Review and adjust your title targets every six to twelve months, because they shift.

9. Thought leadership works in sales follow-up, not just marketing.

One of the most practical ideas from Day 5 was that you can record a short episode inspired by a specific prospect conversation and then send it to that prospect as a follow-up touchpoint.

It may feel  like “too much”, but don’t be hesitant to do this.

It’s personalized, it’s relevant, and it reinforces that you were actually listening during the meeting.

Prospects respond to that because it doesn’t feel like a form letter.

If you’ve got any kind of content engine, you can put it to work in your new business pipeline directly.

10. Consistency beats cleverness in the long run.

 

Whether it was list-building, thought leadership, or ghosted prospect re-engagement, every session of the week came back to the same core truth:

The agencies winning at new business aren’t necessarily the ones with the most sophisticated tools or the most creative outreach. They’re the ones who show up every week with a clear positioning, a warm, human tone, and a process they actually follow.

Start with where you are, build habits around what you can sustain, and improve from there.

Some agencies, in regards to their new business program, have a mindset that first meetings with a prospect should be solid gold and close fairly quickly.

Those agencies tend to have three things in common, they’re:

  1. erratic in new business strategy
  2. hire and fire new business personnel fairly often, and
  3. are generally not pleased with their new business process.

This “solid gold” first meeting mindset affects how these agencies actually handle first meetings and puts them at an immediate disadvantage.

The thinking that there should be/better be an immediate opportunity automatically closes their mind to any potential.

And so at the first glimmer that there may need to be another meeting, or no immediate opportunity, that meeting is perceived as poor or a waste of time.

Why is that?

1) They don’t have the proper mindset going in

Without a doubt, you need to have standards for any given meeting, but setting those standards impossibly high leads to these types of comments:

-There was nothing there

-They didn’t get us

-They weren’t the perfect client

All these are realistic possibilities, but more often than not in a first meeting, you don’t know any of these things with certainty yet.

One Big Reason Why You're Not Driving More New Business

2) Once they’re in the meeting, they don’t listen and tend to do most of the talking

From our past survey reports, 73% of marketers say agencies talk too much about themselves in the first meeting.

And I think it’s important to make a distinction here.

When I’m talking about first meetings, I don’t mean that initial break-through, when you actually get the meeting set.

I’m talking about the first actual conversation, the discovery meeting.

In this discovery call, the actual first meeting, listening is key.

3) Even when they don’t do all the talking, the questions they ask aren’t informed

There’s really no excuse for not doing some research prior to that first meeting.

As I’ve talked many times, AI platforms are your friend here.

Make your questions count-it’s too easy today to find nuggets of value through a simple search.

4) They create a few pieces of content, send out a few emails, and then decide it’s not working.

Or have one meeting that didn’t go their way and think “I’m not cut out to do this.”

That may be true, in which case you shouldn’t be the one handling that activity, but because agency personnel don’t typically have the new business chromosome (and may not ever-that’s OK), they are far too hard on themselves.

You absolutely must manage your expectations in those first meetings.

Sure, there will be first meetings that truly aren’t the right fit, for a number of reasons, but don’t sabotage them with a flawed mindset before they even occur.

A letter of love…

Yell and tell and sell!

79% of marketers tell us in our surveys that agencies talk too much about themselves when they first meet with them.

And only 16% of agencies come into a first meeting knowing anything substantive about the marketing prospect.

Come on now!! Y’all can do better than that!

I tell our agency clients on the outsourced new business side of our business (RSW/US) and agencies involved in searches I’m running on the agency search side of our business (RSW/AgencySearch) that the way you look today to that marketer — in their eyes is the way you will likely operate tomorrow.

So it’s all about 110%

It’s hard to push yourself, but you have to if you’re going to win in this new, highly competitive world we’re all operating in.

That goes for new business prospecting and how you’re managing your existing client relationships.

The two reasons marketers come to me looking for a new firm is because they either feel like their agency isn’t keeping them ahead of the curve (they’re getting calls and emails from other agencies introducing them to new technology, processes, approaches).

Or they wake up one day and realize that they’re the ones bringing all the ideas to the table, asking for the agency’s POV, and it’s never the other way around.

The answer to all of these challenges is two-fold.

1. Add value

2. Make it all about them

Whether it’s an existing client or a marketing prospect, go beyond the ask or the expected…delight and surprise…show them you’re there to help beyond just doing great creative or communications work, but there to help their business grow.

And don’t make it about you – especially when prospecting. It’s what everybody else is doing.  Show that prospect you’re there for them and you’re thinking about them. And that starts the minute you reach out (or in our world, the agency’s New Business Director reaches out to prospects they’re interested in working with).  And it carries all the way through to the proposal, RFP, presentation/pitch.

Don’t let up!

We have a webinar we give to new clients called “Getting to Close” and it talks about all of these things – and more.

It’s always interesting – as many feel like they agree with the vast majority of what we say, but what often comes to light is agencies just aren’t taking the time to do it – or they aren’t putting the 110% against it.

So, help guide the perception that marketing client of yours or that prospect of yours has about you.

And never forget that how you look today is a direct reflection of how you might operate down the road.

Happy to talk about how we can help – by either coaching or supporting your effort.

Onwards and upwards!

Mark (mark@rswus.com)