10 Essential Habits for Running a Successful Agency | EP 7
Release Date: 08/26/2025
The AgencyHabits Podcast
Most agencies treat client work as a series of one-off transactions. But the most successful firms treat every engagement as an investment that compounds over time. In this episode, hosts Peter Kang and Sei Wook Kim introduce the concept of engagement yield: the tangible and intangible value that extends far beyond the invoice. They break down the four components of engagement yield; proof, leverage, relationships, and referrals. And explains how agencies can systematically capture this value. Peter and Sei Wook share practical strategies for turning client work into lasting assets: from...
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In this special episode, host Sei-Wook Kim interviews Barrel Holdings co-founder Peter Kang about his new book, The HoldCo Guide: How Entrepreneurs Structure and Build a Holding Company That Lasts. Peter shares the organic journey that led him to write the book, from scaling a single agency to building a multi-agency holding company, and why no existing resource fully addressed the topic. He breaks down the core concepts every entrepreneur should understand: the spectrum between capital allocator and operational HoldCos, the critical balance of centralization vs. decentralization, and the...
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Compensation is more than just a number. It’s a strategic tool for attracting, retaining, and motivating talent. In this episode, hosts Peter Kang and Sei-Wook Kim unpack the full spectrum of employee compensation in an agency setting. They start by acknowledging that while pay is crucial, it’s not the only factor. Culture, management, challenging work, and company trajectory all play vital roles. From there, they dive into the core components: base salary (and how to set competitive, geographically-aware bands), benefits (health insurance, 401k, PTO, and creative perks), and both short-...
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Most agencies only seek help when something is broken. But by then, the problems are often systemic. In this episode, hosts Peter Kang and Sei-Wook Kim shift the conversation from reactive fixes to proactive health. They introduce a holistic “annual checkup” framework, mapping nine critical agency functions to body parts and their vital signs: from positioning (vision) and client trust (heart rate) to revenue stability (blood pressure) and risk resilience (immune system). Drawing from their experience building and scaling Barrel, Peter and Sei-Wook explain how to spot early warning signals...
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Growing from single-project engagements to managing multiple, concurrent work streams is a major turning point for any agency. In this episode, hosts Peter Kang and Sei-Wook Kim unpack the structural shift required to turn this complexity into a sustainable competitive advantage. Drawing from their own hard-earned lessons at Barrel, they dissect the common pitfalls like team silos, client misalignment, and leader burnout, that can derail multi-faceted accounts. Peter and Sei-Wook break down the three critical roles needed for success: Account Leadership for strategy and relationships, Program...
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In this episode, Peter Kang and Sei-Wook Kim break down how agency owners should think about risk, not as isolated problems to react to, but as ongoing exposure that needs to be actively managed. Using a simple risk matrix, they explain how to prioritize risks based on likelihood and impact, and why high-impact risks deserve disproportionate attention. They then walk through nine of the most consequential risks agencies face, from founder burnout and partner misalignment to legal exposure, cash flow insolvency, client concentration, and strategic drift. For each, they share practical ways to...
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Great agencies are not built in isolation. In this episode, Peter Kang and Sei-Wook Kim explore the transformative power of community and peer learning for agency founders. The hosts share their personal journey from working in a silo to actively seeking mentorship and joining dedicated communities, revealing how these connections helped them avoid blind spots, gain crucial perspective, and accelerate their growth. Peter and Sei-Wook break down specific communities that have been instrumental to their journey, including Bureau of Digital, Society of Digital Agencies (SoDA), and Collective 54....
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Most agencies say they rely on referrals, but few treat them as a system. In this episode, Peter Kang and Sei-Wook Kim dismantle the "hope-based" approach to referrals and lay out a strategic framework for building a consistent pipeline. Drawing from the book The Referral Code, they redefine referrals as a transfer of goodwill and share actionable tactics for intentional referral generation. Peter and Sei-Wook cover how to identify the right people to ask, the critical importance of timing your ask within a "state of appreciation," and how to craft effective, open-ended questions. They also...
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Profitability is the lifeblood of any agency, yet it can feel elusive. In this episode, Peter Kang and Sei-Wook Kim move beyond surface-level tips to reveal the six fundamental levers that directly impact the bottom line of every project, retainer, and service program. They break down how pricing, staffing, engagement design, scope management, reusable IP, and automation all interlock to create or erode healthy gross margins. Drawing from their experience across the Barrel Holdings portfolio, Peter and Sei-Wook share candid examples of where profitability leaks and provide a practical...
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In this episode, Peter Kang and Sei-Wook Kim dissect why agencies hit the $2M and what you can do to break through. They explain how founder-centric systems that work at a smaller scale become the primary constraint to growth, leading to breakdowns in client delivery, team management, and financial visibility. The hosts share actionable solutions, from improving onboarding and implementing debrief processes to strategically hiring for your weaknesses and deepening financial rigor. They also introduce the Agency Systems Playbook, a framework of five core systems that drive a scalable agency....
info_outlineIn this episode, hosts Peter Kang and Sei-Wook Kim dive into the core habits that have driven their agencies’ success over the years. From structured team reviews and client communications to proactive outreach and financial discipline, they break down 10 essential routines (plus a few bonus ones) that help agencies improve continuously, stay aligned, and grow sustainably.
Peter and Sei-Wook share personal stories and practical advice on implementing habits like After Action Reviews, weekly biz dev meetings, monthly newsletters, and quarterly business reviews. They also explore how these habits compound over time, strengthen culture, prevent problems, and unlock new opportunities.
Whether you’re a solo operator or leading a team, this episode offers an actionable framework to build consistency, accountability, and resilience into your agency’s DNA.
Key Moments
1. How After Action Reviews turn project learnings into process improvements.
2. Why weekly business development meetings keep the pipeline full and the team aligned.
3. The role of monthly all-hands meetings in celebrating wins and maintaining morale.
4. How consistent weekly outreach emails can lead to multi-million dollar opportunities.
5. Using monthly newsletters to stay top-of-mind with clients and partners.
6. The importance of weekly client account check-ins to anticipate issues and opportunities.
7. How Quarterly Business Reviews (QBRs) deepen client relationships and unlock growth.
8. Why “mining the bottom”—addressing underperformers—is crucial for culture.
9. The value of client feedback surveys in improving service and offering.
10. Setting and reviewing annual and quarterly goals to drive focused growth.
Real Talk Takeaways
1. Habits compound. Small, consistent actions lead to big results over time.
2. Debrief everything. Learning from wins and losses prevents repeat mistakes.
3. Outreach is everything. Relationships built today can save your business tomorrow.
4. Culture is performance. Tolerating underperformers drags everyone down.
5. Goals need rhythm. Annual vision without quarterly check-ins is just a wishlist.
6. Cashflow isn’t optional. Weekly finance reviews prevent surprises.
7. Always be recruiting. Even if you’re not hiring, stay connected to talent.
Timestamps
00:00 – Welcome to Agency Habits
00:52 – Habit #1: After Action Reviews
02:32 – Habit #2: Weekly Business Development Meetings
04:39 – Habit #3: Monthly Team Meetings
06:46 – Habit #4: Weekly Outreach Emails
09:42 – Habit #5: Monthly Newsletter Emails
11:39 – Habit #6: Weekly Client Account Check-Ins
14:00 – Habit #7: Quarterly Business Reviews (QBRs)
17:21 – Habit #8: Mining the Bottom (Performance Management)
19:44 – Habit #9: Client Feedback Surveys
21:25 – Habit #10: Annual & Quarterly Goal Setting
24:18 – Bonus Habits: Weekly Finance Reviews, Org Chart Reviews, Always Be Recruiting, Utilization & Forecasting
31:30 – Wrap-up and where to learn more
Notable Quotes
“A lot of what makes agencies successful are not just one-off big actions, but consistent activities that compound over time.”
“The weekly outreach email is a multi-million dollar habit.”
“If you’re allowing underperformers to continue, you’re dragging the entire culture down.”
“Reserves aren’t for funding losses, they’re for timing mismatches.”
“Goals without a plan are just a wishlist. You have to work backwards from the number.”
Links & Resources
Peter Kang on LinkedIn: https://www.linkedin.com/in/peterkang34/
Sei-Wook on LinkedIn: https://www.linkedin.com/in/seiwookkim/
AgencyHabits Website: https://www.agencyhabits.com/
AgencyHabits on LinkedIn: https://www.linkedin.com/company/agencyhabits/
Barrel Holdings Website: https://www.barrel-holdings.com/
Barrel Holdings LinkedIn: https://www.linkedin.com/company/barrel-holdings/