Visual Client Communication @ Building SaaS in an Agency, with Mikael Dia — Ep. 169
About this Episode
In this episode of the Agency Profit Podcast, Marcel chats with Mikael Dia, founder of Funnelytics, about the power of visualizing complex marketing funnels to improve client communication, retention, and ultimately, agency profitability. Mikael shares how mapping out strategies visually helped him close deals faster, position his agency as an expert rather than a commodity, and keep clients engaged with clear, insights. They also dive into the challenges of transitioning from an agency owner to a SaaS founder, the hard lessons learned in product development, and the importance of rapid iteration and validating ideas before investing heavily. If you’re looking for smarter ways to communicate marketing strategies and streamline your agency’s workflow, this episode is packed with actionable insights!
Watch this Episode
Points of Interest
- 01:04 – 01:35 – Guest Introduction – Mikael Dia of Funnelytics: Mikael Dia, former agency owner turned SaaS entrepreneur, shares his journey from running an agency to founding Funnelytics, a tool designed to visually map and analyze digital marketing funnels.
- 06:24 – 08:20 – How Funnelytics Was Born: Funnelytics emerged from the need to overlay real marketing data on top of strategic visualizations, allowing agencies and marketers to prove and optimize their funnel strategies effectively.
- 08:25 – 10:05 – The Importance of Visual Communication in Business: Marcel and Mikael discuss how visual communication aids in client understanding, enhances learning, and fosters trust, a principle rooted in adult learning theory.
- 10:42 – 12:13 – Impact of Visual Strategies on Agency Sales & Retention: Using visual models in sales processes helped Mikael’s agency close deals faster and at higher prices by positioning services as strategic solutions rather than commodity offerings.
- 12:24 – 14:06 – Enhancing Client Retention with Visual Reporting: By consistently tying marketing efforts back to a visualized strategy, agencies can effectively communicate progress, highlight bottlenecks, and demonstrate value to clients.
- 15:02 – 17:08 – Clients Need a Clear Path, Not Just Services: Clients struggle to see how individual marketing services fit into a bigger strategy. Mapping out a clear pathway from initial engagement to desired outcomes transforms how clients perceive agency value.
- 20:56 – 24:06 – Transitioning from an Agency to a SaaS Business: Mikael shares key lessons from shifting from an agency to SaaS, emphasizing the importance of knowing one’s strengths, finding a technical co-founder, and solving real customer problems.
- 27:19 – 32:24 – Common Pitfalls in SaaS Development: Mikael and Marcel discuss the challenges of product development, the need for technical expertise, and the mistake of building features based on assumptions rather than market feedback.
- 32:42 – 36:12 – The Reality of Finding Product-Market Fit: The conversation highlights the challenge of achieving product-market fit, the importance of iterating quickly, and the value of starting with a service-first approach before building software.
- 37:03 – 39:00 – Shifting Mindsets: From Proving Yourself Right to Proving Yourself Wrong: Marcel shares a key insight: the biggest shift in product development success comes when founders move from trying to validate their own ideas to actively seeking to disprove them as quickly as possible.
Show Notes
Connect with Mikael
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 “Second Bite” Exit Strategy, with Todd Taskey — Ep. 211
About this Episode In this episode of the Agency Profit Podcast, Marcel is joined by M&A expert and Tower Partners principal Todd Taskey to unpack how agency owners can use mergers and acquisitions as a strategic evolution of their business rather than a final exit. Drawing on two decades of deals in the digital marketing […]

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 […]

How AI is Changing Web Design & Development, with Vito Peleg – Ep. 209
About this Episode In this episode of the Agency Profit Podcast, Marcel is joined by longtime friend and Atarim CEO Vito Peleg to dig into one of the biggest but least measured drags on agency profitability: creative collaboration. Drawing on his journey from touring musician to agency owner to founder of a leading creative collaboration […]

The Definitive Guide to Improving Your Agency’s Cash Flow, with Carson Pierce — Ep. 210
About this Episode In this episode of the Agency Profit Podcast, Marcel is joined once again by Carson Pierce to unpack one of the most misunderstood topics in agency operations: the relationship between cash flow and profitability. Drawing on real client examples from both ends of the spectrum (profitable but starved for cash vs. unprofitable […]

How to Increase Your Price, with Casey Brown — Ep.201
About This Episode In this episode of the Agency Profit Podcast, Marcel sits down with Casey Brown—bestselling author of Fearless Pricing and founder of Boost Pricing—to tackle the real hurdle agencies face after deciding to charge more: actually winning and defending higher prices with confidence. Casey explains why pricing lives at the intersection of data […]

How to Improve Handoffs from Sales to Delivery, with Kristen Kelly — Ep. 214
About this Episode In this episode of the Agency Profit Podcast, Marcel is joined once again by Kristen Kelly to unpack one of the most persistent friction points inside service businesses: the handoff between sales and delivery. Drawing on her experience working with agencies of all sizes, Kristen breaks down the all too familiar pattern […]

The 3 Key Financial Metrics for Agency Success, with Jon Morris– Ep. 187
About this Episode In this episode of the Agency Profit Podcast, Marcel chats with Jon Morris—CEO of Fiscal Advocate and creator of EngineBI—about the three most critical financial metrics every agency owner should monitor: cash reserves, profit margin, and year-over-year revenue growth. They break down how having strong cash positions creates strategic optionality (like M&A […]

Recurring Revenue, More Freedom: Navigating the SaaS Trap for Agencies, with Stephen Neville –Ep. 191
About this Episode In this episode of the Agency Profit Podcast, Marcel is joined by Stephen Neville, CEO of BugHerd, to unpack the fantasy many agency owners entertain: trading their service-based business model for the greener grass of software. Drawing from Stephen’s journey from running a digital agency to scaling a SaaS product, they explore […]

Proper Revenue Recognition for Agencies, with Rich Brett — Ep.185
About this Episode In this episode of the Agency Profit Podcast, Marcel chats with Rich Brett—agency FinOps expert and LinkedIn voice on financial operations about how to ditch surface-level revenue reporting and get serious about recognizing revenue based on actual work delivered. They dig into the messy but mission-critical topic of revenue recognition, why relying […]


