SHIFT: 2026
Strategic Planning for Agency Leaders
Powered by the Possibility Thinking Method
Most agencies set goals. Few build the kind of plan that makes those goals inevitable.
No clear strategy for how your team, your finances, and your operations are going to help you achieve the growth you know is possible.
But that can all change for 2026.
This is for agency leaders who know growth takes more than good intentions.
You’ll run the same process we used for over a decade to scale an agency from messy startup to nearly $10M and 60+ team members.
Setting revenue goals in isolation → without testing the profit impact, you’re gambling with margin.
Hiring on gut feel → overhire too soon and you burn cash, wait too long and you lose revenue, either way profitability takes the hit.
Handing out raises without foresight → payroll creeps up, profit disappears, and you can’t invest in the growth opportunities you actually want.
Rolling out changes without context → team morale drops, churn rises, clients feel it, and suddenly retention costs you more than growth delivers.
Reacting to problems as they hit → firefighting drains money, energy, and opportunity, leaving you too busy putting out fires to build the future.
this:
Stop doing
this:
Instead, do
Build a financial model first → see exactly how sales, expenses, and hiring decisions affect profit before you commit.
Map hiring and raises with capacity guardrails → add the right people at the right time, protecting cash and delivery.
Translate goals into quarterly milestones → keep growth steady and focused, avoiding the mid-year stall and year-end scramble.
Communicate the “why” behind every move → aligned teams deliver better work, retain longer, and protect client relationships.
Get expert eyes on your choices → we’ll challenge assumptions, advise on tradeoffs, and help you make calls that grow both revenue and profitability.
What SHIFT: 2026 Gives You
A financial model for the year
Not just projections. This tells you if your sales goals are profitable or if they’ll tank your margins.
A people plan
Raises and hires are usually your largest expense. Planning them means you grow profitably instead of overspending payroll.
A leadership reset
Leaders working in the wrong places cost agencies millions in opportunity. Refocusing them unlocks higher client retention and new revenue.
A structured strategy map
Quarterly milestones prevent the “Q4 panic” where overspend and missed opportunities cut into annual profit.
A communication plan
Misalignment is expensive. Client churn, employee turnover, and rework all eat margins. This plan protects them.
A fresh surge of energy
Lead the year with focus, conviction, and genuine excitement for the possibilities.
Questions? We’ve got answers.
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Yes. Whether you run creative, digital, PR, or specialized services, the principles of strategic planning apply across the board. We focus on the levers every agency needs: revenue, profit, people, and leadership alignment.
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Not at all. Our sweet spot is agencies with a leadership layer (typically $5-10M+), but founders of $1-5M agencies should join too. The process adapts to your stage — the difference is in scope, not in value.
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Ops leaders, finance leads, department heads, and founders who want clarity and confidence heading into 2026. The common thread: leaders who want to drive growth intentionally, not reactively.
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Plan for two 90-minute sessions each month (October–December, Tuesdays at 11am CST), plus reflection worksheets and strategy buildout between sessions. Enough to move the needle, not enough to overwhelm your schedule.
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We’re offering SHIFT: 2026 at a beta price of $1,500/month for three months ($4,500 total). That’s less than the cost of one lost client or one mis-timed hire.
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You’ll get session recaps, notes, and exercises so you can stay on track. The Slack channel also gives you space to ask questions and get feedback anytime.
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Yes. You’ll finish with a complete 2026 Strategy Map — financial targets, people plan, leadership focus, quarterly milestones, and a communication plan you can share with your team.
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It’s both. You’ll learn a repeatable framework and get direct guidance from us on your actual decisions. Think of it as coaching plus advisory, not classroom theory.
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Most agencies never get past goal-setting. We bring the structure, templates, and outside perspective to make sure your plan is realistic, profit-aligned, and implementable…and we hold you accountable to finishing it.
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Planning is insurance for your growth. Without it, you risk revenue growth that erodes profit, hiring that drains cash, and team churn that stalls delivery. With it, you protect margin, strengthen retention, and lead 2026 with clarity.
Join us!
Join us!
Stop gambling with your future.
Make 2026 a year you’ve designed with clarity, capacity, and confidence, instead of one you’re scrambling to survive.