Below are free resources to help you and your agency on the path to success. Take a step today to the agency of your dreams...


The Agency Blueprint

Every business starts out with an idea; the business owner endeavoring to make a dream a reality. Between starting the business and the realization of success, almost everything changes.In the Agency Blueprint, Creative Agency financial expert Robert Patin draws on his experience to outline and demystify how businesses lose their way from the original vision. Through methodical processes, Patin outlines his tried-and-tested approaches to bringing businesses back in line with what entrepreneurs want their company to be.

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Annual Industry Report

As business owners, we would all like to know how our business compares to competitors and how the industry is performing. Creative Agencies are no exceptionEvery year we collect data from over 100 Creative Agencies to produce a report analyzing the industry and providing an interactive reporting, allowing agency owners to understand trends and take action on them.

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Agency Analyzer Guide

At Patin & Associates we believe that the best decisions are made with data informing them. We developed a guide to step Agency owners through analyses of their Service, Clients and Team members. This data will allow you to determine which Clients, Services and Team members most help drive your agency to achieve its goals.

Monitor - Measure - Improve

The key to effective capabilities presentation

Capabilities Presentation

Capabilities Presentation are an important part of your sales process. Far too often it is long, outdated and does not endear you to your prospect. This step by step guide will ensure that you have the components you need for an effective capabilities presentation.

How to Convert

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Value Based Pricing Guide

START CHARGING YOUR WORTH:Discover how to optimize your pricing and effectively communicate your value to clients.

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Industry Insights Blog

Stay up to date with Industry Trends and News. Our focus in the Creative Service Industry allows us to always have our ear to the ground and provide actionable information. Your Agency can not always be first, but with the right knowledge you can be the best at what you do.

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Resource Podcast


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News & Interviews

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