Agency Journey

Building Your Agency Dream Team with Karl Sakas

· with Karl Sakas , Agency Consultant at Sakas and Company

Key Takeaways

  • An 8-step hiring framework from Define through On-Boarding creates a repeatable system for building agency teams
  • You want candidates to have learned the most expensive mistakes at another agency before joining yours
  • Manager references are more valuable than peer recommendations during the reference check process

Karl Sakas returns to the Inbound Agency Journey podcast by popular demand to share his comprehensive 8-step hiring framework for agency teams.

The 8-Step Framework

Step 1: Define - Establish your company vision - growth trajectory, timeline, and acquisition plans - and identify hiring needs before you start recruiting.

Step 2: Elaborate - Create detailed job descriptions and compelling position postings that attract the right candidates.

Step 3: Share - Distribute openings through professional networks and employee referrals. Establish landing pages to track candidate engagement.

Step 4: Pre-Screen - Conduct brief telephone or Skype interviews to assess fit before committing to in-person meetings.

Step 5: Interviews - Implement a “not crazy” test. Explore past mistakes rather than just successes. Involve relevant team members and prioritize in-person interviews when possible.

Step 6: References - Use open-ended questions and request numeric ratings from references. Prioritize manager references over peer recommendations.

Step 7: Offer and Negotiations - Provide clear, documented offers with defined expectations and compensation.

Step 8: On-Boarding - Prepare workspace and materials in advance. Communicate expectations for the first day, week, and month. Clarify success metrics early.

Karl’s advice on evaluating candidates is practical: you want them to have learned the most expensive mistakes at another agency. Experience with past failures is more valuable than a track record of easy wins.

Ready to optimize your ClickUp?

Start with your Blueprint - the same process behind 3,100+ client transformations.