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Index/Startups & Founders/Agentic Shift
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Jon Morris, Founder of Fiscal Advocate

Agentic Shift · 2025-04-15 · 30 min

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Episode notes

We talk to Jon Morris, a returning guest, about the importance of strategic planning and innovation in agency budgeting. Jon emphasizes that every agency has a strategic plan reflected in their spending and highlights the need to connect budget allocations with strategic goals. He discusses the significance of identifying an ideal client profile (ICP) for targeted innovation and the necessity of adhering to standard operating procedures (SOPs) to ensure consistent service delivery. The conversation also touches on the challenges of predicting business growth and the role of technology in enhancing operational efficiency.

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