Picture the last time your leadership team left a meeting without actually deciding anything. Everyone nodded. Someone said, “Let’s take this offline.”
And two weeks later you’re back in the same conversation.
That’s misalignment in action. And until you fix it, your agency’s growth is effectively held hostage to it.
The fix isn’t more meetings or a better culture deck. It’s a handful of deliberate moves that get everyone pointed – and pulling – in the same direction.
Where the Friction Actually Lives
The split usually falls along three lines:
- Owners – often one step removed from daily operations – have strong opinions and control the purse strings.
- The leadership team – living in the operational reality – feels the P&L pressure firsthand.
- Everyone else – closest to the actual work and client relationships — rarely see the full revenue picture.
When those groups are pulling in different directions, things slow down, morale takes a hit, and no one can quite articulate where the agency is headed. The natural instinct is to get everyone in a room and talk it out. But if you haven’t agreed on where you’re going, more conversation just creates more friction.
Here’s what actually moves the needle.
Get Everyone Pointing at the Same Thing
You can’t force consensus, but you can agree on a destination: Why does this agency exist, and what does success look like in three to five years?
This isn’t about crafting a mission statement for the wall. It’s about having a real filter for real decisions. When the owner wants to chase a $5M media account that would require 12 new hires and infrastructure you don’t have – while the leadership team is trying to protect the PR margins keeping the lights on – that’s not a strategy disagreement. It’s a values disagreement wearing a strategy costume. A clear destination surfaces that a lot faster.
Something like: “By 2028, we’re a $25M agency where no single client represents more than 15% of revenue and media is a full profit center — not a favor we do for PR clients.”
That one statement gives owners a growth target, gives leaders a planning framework, and gives staff a reason their daily work matters beyond the next deadline. It doesn’t end every argument. It just makes sure you’re all arguing about the same thing.
Show People the Money
Most staff misalignment isn’t about attitude — it’s about information. They genuinely don’t know what the economics look like. Share the basics:
- Revenue mix (retainers vs. project vs. media)
- Gross-margin targets by discipline
- What overhead actually costs (software, healthcare, rent)
When someone understands that a 50-hour over-serviced project can wipe out an entire client’s annual profit, “work smarter” stops sounding like a management buzzword. Transparency turns a corporate KPI into a shared scoreboard.
Be Clear About Who Decides What
Not everyone needs a vote. But everyone should feel heard. The distinction matters:
- Input rights: Anyone can raise ideas, flag concerns or share data.
- Decision rights: A defined group — usually executive leadership or a designated task force — makes the final call.
Put it in writing. The ambiguity of “are we voting or just venting?” is what lets decisions get relitigated in hallway conversations for weeks after the meeting ends.
Stop Debating. Start Testing.
Big decisions — a new service line, a pricing change, an AI investment — don’t have to be all-or-nothing bets. Try a 90-day pilot instead:
- Pull together a small cross-functional team
- Test the idea on one client or prospect
- Pick 2–3 metrics you’ll actually measure
- Report back, adjust, or kill it
Say you’re debating a move from hourly billing to retainers. Owners are worried about revenue predictability. Leadership thinks it’ll improve margins. Staff think it’ll be a scope creep disaster. Instead of six months of back-and-forth, pitch one mid-sized client on a retainer structure and run it for a quarter. Track the hours, the margin, the client satisfaction. Now the conversation is grounded — “here’s what happened” instead of “here’s what I think would happen.”
Skeptics become advocates surprisingly fast when it works.
Bring in an Outsider When the Room is Too Loaded
Sometimes the problem isn’t the decision itself. It’s the history in the room. When the owner founded the agency 20 years ago, the COO has been there for 15, and the creative director has been pushing for change for three – every conversation carries so much backstory that the actual issue gets buried in the subtext.
An outside facilitator changes that. A board member, a consultant, a peer agency COO – someone with no stake in who’s right. They can tell an owner that their pet idea doesn’t pencil out without it feeling like a mutiny. They can push back on staff skepticism without it feeling dismissive. And because they won’t be there Monday morning, people tend to finally say the thing they’ve been carefully not saying.
A common pattern: an agency has been dancing around sunsetting a legacy service line for two years. Everyone privately agrees it’s the right move, but nobody wants to be the one who says so — because the owner built the company on it. Bring in an outside voice for a structured half-day, and what took two years of avoidance gets resolved in four hours. Not because the facilitator knew something you didn’t, but because they made it safe to say out loud what everyone already knew.
Write It Down and Keep Saying It
Decisions have a way of quietly unraveling after the meeting ends. To prevent that:
- Capture the decision, the reasoning, and the next three actions in a one-pager
- Communicate it at the all-hands, in team meetings, and in a follow-up email
- Check in on progress weekly for the first month
Not bureaucracy for its own sake – just making sure the decision that took six months to make doesn’t silently fall apart in the six weeks after.
When It Really Can’t Be Resolved
If, after all of this, owners and leadership are still fundamentally pointed in different directions, there are two honest options:
- Governance reset: Put a real operating agreement in place that gives leadership day-to-day decision authority within agreed financial boundaries
- Ownership change: Owners who want a different future may need to buy out, sell down, or restructure their stake.
Both are better than letting the agency drift. Drift is just the slow version of the same outcome – with more collateral damage along the way.
The Short Version of this Blog
Fix the North Star. Open the books. Clarify who decides what. Run small experiments. Call in an outside voice when the room is too charged to be honest.
Do those things, and growth stops feeling like something that happens to other agencies.
Robin Boehler, founder, and partner at Mercer Island Group has led consulting teams on behalf of clients as diverse as Discover Financial Services, Viator, Sevrpro, Ulta Beauty, UScellular, Seabourn, Kaiser Permanente, Stop & Shop, Qualcomm, Giant Food, Brooks Running, and numerous others. She is an industry leader, captivating speaker and strategist that is often called upon to speak on a variety of marketing services and agency topics.
Mercer Island Group helps marketers and agencies succeed. Company leadership is as much at home with marketers and their C-Suites as in an agency’s boardroom. With marketers, Mercer Island Group is a top 5 agency search consultancy covering all types of agency relationships (creative, media, web, PR, experiential) and assists marketers with marketing organization structure, workflow and critical skill development (briefing, creative evaluation & feedback, etc.). The company also supports leading and aspiring agencies with positioning, pitch and strategy training and pitch support.