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May 8, 2025 30 mins

Technology alone won’t run your agency. Success comes from connecting the right systems with the right people. In this episode, the host sits down with Jared Novack, Co-founder, CFO, and COO of Upstatement, Boston’s premier digital agency.

Jared shares how he and his team transformed their agency by centralizing data, leading to smarter financial forecasting and tighter operational control. See why connecting data systems to the human side of a business is essential for sustainable growth and how creativity and structure can successfully coexist. From leading a high-performing creative team to navigating uncertainty and staying grounded in personal values, Jared offers real-world advice on building a resilient, forward-thinking agency.

Whether you're leading an agency, building a team, or looking to align your tech stack with your culture, this episode offers sharp insights and actionable strategies you can apply today.

Takeaways:

  • Centralize and integrate data systems to improve financial accuracy and decision-making
  • Connect data-driven insights with human elements to lead more effectively
  • Balance creative excellence with operational discipline
  • Adapt to economic uncertainties without compromising quality
  • Prioritize continuous learning, networking, and personal well-being

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