How to Design the Perfect Client Experience with Joey Tackett — Ep.142
About this Episode
In this episode of the Agency Profit Podcast, Marcel and Joey explore how clear communication and exceptional client experience can transform agency success. Joey, with over 20 years of agency expertise, shares proven strategies to help owners captivate clients and elevate interactions. They stress the significance of architecting memorable client journeys that foster trust, uncover new opportunities, and deliver high-impact insights during meetings. Setting strong expectations from the outset and continuously reinforcing the project’s vision are crucial for building lasting relationships. Plus, Joey offers tactical advice on conducting powerful check-ins that sustain project momentum and keep clients engaged.
Hop into the episode below.
Watch this Episode
Points of Interest
- 00:00 – 05:32 – Opening Discussion: Marcel and Joey highlight the critical role of clear communication and the art of building client relationships in agency settings.
- 05:34 – 08:36 – Joey’s Insights: Sharing his journey as an agency owner and creative director, Joey delves into why effective communication is foundational to strong client relationships.
- 08:38 – 12:30 – Trust Building: Marcel and Joey explore the importance of understanding client needs and establishing trust at the start of any client engagement.
- 12:33 – 16:34 – Vision and Communication: Early client meetings focus on clear communication and vision setting to foster trust and understand clients’ needs, as emphasized by Joey.
- 16:36 – 20:34 – Managing Scope Creep: The duo addresses the challenges of scope creep, stressing the need for transparent communication and managing client expectations to prevent project pitfalls.
- 20:37 – 25:22 – Strategic Communication: Joey provides tips and strategies for handling scope creep and managing expectations through effective communication and strategic discussions.
- 25:24 – 30:41 – Extracting Value: Discussion on the importance of deriving high-value context from client meetings to fully grasp their pain points and project objectives.
- 30:44 – 36:32 – Ongoing Engagement: The significance of continuous check-ins and communication to maintain trust and enhance the client experience throughout the project.
- 36:34 – 42:14 – Emotional Engagement: Marcel and Joey talk about managing the emotional journey of client engagements, emphasizing the need to sustain excitement and vision.
- 42:16 – 47:58 – Further Learning: Joey shares additional resources and underscores the importance of genuine human interaction in nurturing client relationships.
Show Notes
- Download the Think Like Your Client POV Guide here: https://www.joeytackett.com/podcastresources
- Website: https://Joeytackett.com
- LinkedIn: https://www.linkedin.com/in/joeytackett (Feel free to DM!)
- Instagram: https://www.instagram.com/creativejoey (Feel free to DM!)
- Twitter: https://twitter.com/joeytackett
- YouTube Channel: https://www.youtube.com/@HeyJoeyTackett/videos
Love the Podcast?
Leave us a review here.

Written by
Parakeeto
Free Resource
Get the Agency Profitability Toolkit
Free tools, templates, and training videos to measure the right metrics and improve your profitability.
Free Consultation
Ready to Improve Your Agency's Profitability?
Schedule a free consultation with a profitability expert to find out how much money you're leaving on the table.
Free ConsultationRelated Posts

The Most Common Agency Pricing Mistakes, with Kristen Kelly –Ep. 192
About This Episode In this episode of the Agency Profit Podcast, Marcel is joined once again by agency operations expert Kristen Kelly to break down one of the most misunderstood and impactful levers in agency profitability—pricing. Together, they uncover the six most common pricing mistakes agencies make, from “vibe-based” guesswork and undercharging, to choosing the […]

The Role of Timesheets in Agency Profitability, with Kristen Kelly — Ep. 186
About the Episode In this episode of the Agency Profit Podcast, Marcel chats with Parakeeto’s own Kristen Kelly about the most controversial topic in agency operations: time tracking. Together, they break down the real reasons why agencies resist time tracking and why that resistance is costing them. Spoiler: it’s not about the tools, it’s about […]

What’s Your Core Selling Identity? with Mark Drager — Ep.199
About this Episode In this episode of the Agency Profit Podcast, Marcel is joined by longtime agency owner and Sales Loop founder Mark Drager to unpack the Core Selling Identity Framework, a tool designed to help agencies align their go-to-market strategy with the way they’re naturally wired to sell. Drawing on nearly two decades of […]

Optimizing Annual Planning for Agency Growth, with Kristen Kelly — Ep.204
About this Episode In this episode of the Agency Profit Podcast, Marcel is joined by operations strategist Kristen Kelly to demystify annual and quarterly planning so it actually moves the business forward. Drawing on real client patterns and Parakeeto’s own cadence, they walk through a practical sequence—set a clear mission, anchor goals to measurable targets […]

Fractional COO vs. Operational Intelligence: What Agencies Actually Need, with Kristen Kelly. –Ep. 190
About this Episode In this episode of the Agency Profit Podcast, Marcel is joined by returning guest and Parakeeto team member Kristen Kelly to demystify a common crossroads for growing agencies: hiring a fractional COO versus building operational intelligence. They dig into the million-dollar revenue inflection point, where founders often feel the pressure to “fix […]

Building Trust at Scale in the Age of AI, with Stephen Woessner — Ep. 203
About this Episode In this episode of the Agency Profit Podcast, Marcel sits down with Stephen Woessner, CEO & Founder of Predictive ROI and author/podcaster with 30 years in the industry, to unpack how agencies can win in a low-trust, AI-noisy market by selling with authority. Stephen shares why trust now starts below zero and […]

PM/AM Time in Pricing, with Carson Pierce — Ep. 216
About this Episode In this episode of the Agency Profit Podcast, Marcel Petitpas is joined by Carson Pierce to unpack one of the most persistent and misunderstood profit leaks in agencies: how account and project management time is priced (or not priced) into client work. Drawing on years of operational experience, they challenge the outdated […]

Parakeeto vs. Project Management Tool: What’s the Real Solution, with Kristen Kelly — Ep. 202
About this Episode In this episode of the Agency Profit Podcast, Marcel sits down with Parakeeto’s Kristen Kelly to tackle a common myth in agency ops: that a new project management or PSA tool will magically fix profit problems. Drawing on real client patterns, Kristen explains why tools help you do the work but rarely […]

How to Build an Anti-Fragile Agency, with Brent Weaver — Ep. 219
About this Episode In this episode of the Agency Profit Podcast, Marcel sits down with Brent Weaver, founder of UGURUS and now CEO of E2M Solutions, to unpack a timely idea for agency owners staring down constant disruption, how to build a business that gets stronger when things change. Brent shares his journey from selling […]


