Building an Agency That Lasts: Partnership, Planning, and People-First Design

Interview: From Burnout to Balance: How Wizardly Built a Sustainable Agency

Behind the Agency Podcast with Meg Schlabs, Co-Founder at Wizardly

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Prefer the highlights? Key takeaways and summary below.

TL;DR – Key Takeaways

  • Burnout—not ambition—was the real trigger behind starting Wizardly.

  • A 50/50 partnership without a shared long-term plan creates friction fast.

  • Doing “more of the same” work after launching an agency compounds chaos.

  • Clear 5–10–15 year planning is the difference between urgency and leadership.

  • Referrals beat everything else for Wizardly’s growth right now.

  • Community-driven branding gets better client buy-in than “big reveal” launches.

  • Problem-solving beats rigid packages when budgets are tight.

  • Retention is mostly communication, visibility, and treating adults like adults.

Meet the Guest

Meg Schlabs is the Co-Founder of Wizardly, a branding and design agency that helps growing teams clarify their brand and execute design work without drama. Based in Charleston, South Carolina, Meg and her partner Josh officially launched Wizardly in 2016 after years of working together. Today, they support dozens of retainer clients with a people-first, problem-solving approach to design.

Before Wizardly, Meg spent years inside high-pressure agency environments—experiences that directly shaped how she now builds teams, partnerships, and client relationships.

Episode Summary

1. From overload to ownership

Wizardly didn’t start as a big vision—it started as survival. Meg and Josh were drowning in work, saying yes too often, and realizing their careers were incompatible with family life.

“The workload just became crushing… and we didn’t want that kind of life.”

Starting an agency felt like a way to add more hands. What they didn’t realize? Running a business adds a different kind of work entirely.

2. The hidden danger of skipping alignment

One of Meg’s biggest regrets: not defining the company they wanted to build before building it.

They skipped mission, vision, positioning, and long-term goals—the same work they do for clients every day. The result? Confusion, miscommunication, and a near-breaking point in their partnership during 2020.

3. Resetting the partnership

The turning point came when Meg and Josh stepped away, worked with coaches, and separately wrote down their 5-year visions.

They matched—exactly.

That alignment became the filter for every decision after. If something didn’t support that future, it didn’t get attention.

4. Leadership vs. production (they’re not the same job)

Meg made a sharp distinction many founders miss: doing client work and leading a company are different roles with different questions.

Leadership means:

  • Planning

  • Hiring intentionally

  • Positioning the brand

  • Saying no to distractions

Without this separation, burnout is inevitable.

5. How Wizardly actually grows

Meg is candid: they’re still learning marketing. But a few things are working well:

  • A structured referral program (5% up to $2,500)

  • Consistent LinkedIn outreach

  • SEO and blogging

  • Experimenting with quizzes

Referrals remain the strongest channel by far.

6. Their real differentiator: community + problem-solving

Wizardly doesn’t sell “great design.” That’s table stakes.

Instead, they:

  • Involve clients deeply in the branding process to build buy-in

  • Stay engaged post-launch through subscriptions

  • Solve the actual problem—even if it’s smaller than the ideal project

“If a Canva one-pager is the real problem today, we’ll solve that.”

That mindset builds trust—and long-term relationships.

7. Retention is visibility, not magic

Wizardly keeps 40–50 retainer clients happy by:

  • Weekly reminders of completed work

  • Slack access for real-time collaboration

  • Proactive check-ins after internal client meetings

If clients don’t see the value, it might as well not exist.

8. Building a humane team

Wizardly’s culture is built around trust and flexibility:

  • Remote, async work

  • Heavy use of contractors to absorb spikes

  • Strong support for working parents

  • Explicit permission to say no

  • Small, frequent appreciation (gifts, recognition)

Meg summed it up simply: treat people the way you always wanted to be treated.

Notable Quotes

“Doing good work is baseline. It’s not a differentiator anymore.”

“If you’re not planning 5–10 years out, you’re stuck in the urgent forever.”

“If you did your job but didn’t tell your client, you didn’t really do your job.”

“Problem-solving matters more than protecting your price list.”

Learn More / Get in Touch

Website → https://wizardly.co

LinkedIn → https://linkedin.com/in/meg-schlabs

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