Agency Journey

Delivering Innovative Inbound Services

· with Jeff White , Agency Owner at Kula Partners

Key Takeaways

  • A pricing calculator became a client's number one offer with 30% of users scheduling consultations
  • Paid scoping engagements in the $7,000-$15,000 range establish relationships before full project work
  • Story points instead of hourly billing create clearer client expectations around deliverable scope

Jeff White, owner of Kula Partners - a HubSpot Platinum agency with a web development background - joins the show to discuss how non-traditional service offerings create agency differentiation.

Creative Offers That Convert

Kula Partners creates innovative offers that go beyond standard inbound deliverables. A standout example is a pricing calculator built for an orthodontist client. The calculator became the client’s number one offer, with over 30% of people who use it ending up scheduling a consultation. This kind of tool-based content provides genuine value to prospects while generating qualified leads.

Jeff uses paid scoping engagements ranging from $7,000 to $15,000 as the entry point for client relationships. This initial phase establishes the relationship and defines a clear action plan before full project work begins. The investment from the client signals seriousness, and the deliverable provides value regardless of whether the relationship continues.

Story Points Over Hours

Rather than billing by the hour, Kula Partners uses story points where each point equates to approximately one hour of work. Clients sign off on deliverables during strategy sessions, creating clear scope boundaries. This approach moves the conversation from “how many hours did you spend” to “did we complete the agreed deliverables” - a much healthier dynamic for both parties.

Jeff credits HubSpot Partner community connections with helping streamline agency growth. The network provides a space for sharing best practices, comparing approaches, and learning from peers.

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