How to Scale an 8 Figure Agency 🚀

Get the Fable 5 Set up guide: https://value.8figureagency.co/fableMost of the agencies you're competing with are already AI-forward. In this solo episode I give you a straight update on where AI actually stands for marketing agencies in summer 2026: what's changed in the last quarter, what's now table stakes, and the new economics it opens up.The headline shift: you no longer need 125 clients and a bloated team to profit $1.5M a year. With skills, cron jobs, and a lean two-person setup, 40 clients can do it, and your life gets better, not worse. I think we're about to see a wave of lifestyle entrepreneurship unlike anything before it.In this episode:Why 50–60% of agencies are already AI-forward, and the real cost of falling behindHarnesses and loops: agents now running 12–30 hours straight with no human interventionAI strategist agents that set benchmarks and pace campaigns (the SEO-for-law-firms example)What a "skill" actually is, and why it went mainstream in Q1 2026Cron jobs and content briefing: running repeatable client work on a scheduleThe new math: $1.5M profit on 40 clients vs. the old $7.5M / 125-client grindMy own story: from a $13M holding company to three lean companies, plus making Lead Whisperer fully autonomousThe domain-expertise goldmine: how a $2M ad agency built 99%-margin software for its own clientsFractional COO + fractional AIO: how I can helpTakeaways:Skills and cron jobs are the floor now, not the ceiling. Turn keyword research, briefing, and on-page into files an agent runs on a schedule.The lifestyle agency is real. One $300K strategist plus one AI-pilled associate can run 40 accounts.Old way to $1.5M profit: ~$7.5M revenue, ~125 clients, a big team. New way: 40 clients and a lean stack.Your domain expertise is the edge. The problems only you can see in your niche become high-margin products.The window is now. AI improves on quarterly cycles, so early movers compound.Links:Work with me (fractional COO + fractional AIO): 8figureagency.coBook a call (I keep very little availability, usually booked ~2 weeks out)Off-market lead syndication: lead-whisperer.comReach me directly: [email protected] (my Hermes agent reads it first, then I do)

TOOLS & RESOURCES From this Episode: 1. Retell AI — The voice agent platform Jeremy chose after testing every optionYC-backed. Open API. Plug into any LLM (GPT 5.2, Claude Sonnet). Build a custom voice in 11 Labs and pipe it right in. White-label to your clients on day one.👉 Start here: https://dashboard.retellai.com/?via=mmo2. Versai — The HIPAA-compliant AI SMS tool Jeremy uses for his 200+ clinicsEnterprise-grade. Sub-account architecture so every client lives under your master agency account. Text conversations pipe straight into GHL or HubSpot via n8n. This is what makes the AI feel like it's "magically" working inside the client's CRM.3. Go AI-Native with 8 Figure AgencyIf you're a 7- or 8-figure agency owner and you watched this episode thinking "I need to do this for my book of business" — this is the program. I'll help you install AI-native systems that add $1M in annualized profit to your agency.👉 Apply here: https://value.8figureagency.co/AINative📝 Episode SummaryIf you have 50, 100, 200, or 300 clients in your book — the easiest way to add seven figures this year isn't selling new customers. It's selling white-label AI to the ones you already have.Jeremy DuPont did it. 200+ of his 350 physical therapy clinics adopted his AI voice receptionist, AI SMS tool, and chatbot in under 5 months. $2K setup fee per client. Recurring monthly on top.In this episode he breaks down the exact playbook. The platforms he picked. The 20-person beta. The scarcity script. The team structure. The hiccups. The upsell back into marketing services.If you run an agency, this is the cheat code.Chapters:The white-label AI opportunity hiding in your existing client baseJeremy's story: PT clinic in 2021 → sold in 2024 → 350-client agency in 3 yearsWhy he pivoted from "marketing agency" to "AI-first agency" in early 2025The platforms: Versai for SMS, Retell for voice — and why HIPAA compliance ruled the shortlistWhy YC-backed tools win the AI race (and why he tested everything else first)The weekend build: from signup to demo-ready in under 24 hoursThe exact go-to-market that got 200 clients in 4 monthsThe script: scarcity + co-creation + demo video to existing clientsThe $2K setup fee — waived for the first 20, charged for everyone afterThe hiccups: SOPs, CRM piping, the one-off customizations that killed scaleThe team: Head of CRM, Head of Ops, Ops Manager, 2 VAs. That's it.The ratio of customization work per client (and why he doesn't sweat it)The new go-to-market: lead with AI, upsell marketingThe natural upsell trigger: "Your AI's working. Nobody's calling. Let's fix that."The SEMrush + AI health score funnel that still printsWhere to find Jeremy💡 Key Takeaways1. The opportunity isn't new clients — it's new revenue from old clients.Jeremy didn't sell 200 new customers. He sold AI to 200 customers who already trusted him. Look at your book. That's your gold mine.2. Pick platforms with open APIs and multi-LLM support.Retell won because it lets him swap LLMs and use custom 11 Labs voices. Versai won because of HIPAA + sub-accounts. The tools you pick today need to survive the model upgrades coming tomorrow.3. Scarcity + co-creation beats every other pitch."I'm taking on 10 people to help shape this." That's it. That's the script. The first 20 got the setup fee waived. Everyone after paid $2K and felt lucky to get in.4. Sell to your highest spenders first.They have the lead volume to make AI actually work. AI on a clinic doing 16K/mo won't move the needle. AI on a clinic spending $5K/mo on ads will print.5. Ship the V1, fix it in flight.Jeremy admits the first 60 days had hiccups — CRM piping, SOPs, custom requests. He didn't slow down. He signed clients and built the SOP in parallel. That's the founder's mindset.6. Lead with the AI offer. Upsell the marketing.Hiring an admin is brutal. AI replaces the admin. That's an easier sale than "spend $5K on ads and wait 6 months." Once you've solved the admin problem, the ads/SEO upsell is automatic 60 days later.7. Team of five can run 200+ AI deployments.Head of CRM. Head of Ops. Ops Manager. Two VAs. That's the whole machine. Don't over-hire.🔗 Connect With JeremyAgency: patchsystem.comInstagram: @_jeremydupontLinkedIn: Jeremy DuPont🔗 Connect With 8F8figureagency.co🛠️ The Full Stack MentionedRetell AI — Voice agent Versai — HIPAA-compliant AI SMSn8n — Middleware between AI tools and CRMGoHighLevel / HubSpot — Client CRMsSEMrush — Google Maps ranking audits11 Labs — Custom voices for RetellClaude / GPT 5.2 — LLM brains behind the agents

Start building your own agent with memory and MD files → https://value.8figureagency.co/hermesstartMetaSwarm (open source) — Dave's agentic harness → https://github.com/dsifry/metaswarm18 default agents, each with definitions and rubrics, plus defined workflows for software development. Three ways to use it: build agentic systems with it, point it at your own SOPs to analyze them, or study how it does agentic decomposition. (Fun fact from the episode: search "metaswarm" and it ranks right behind Meta itself.)Dave Sifry has started nine companies. Now he's building a company that builds companies.In this one, he hands agency owners the framework for the thing almost everyone is getting wrong with AI: memory and context. If your agency runs 50, 100, even 600 clients and information keeps falling through the cracks — stakeholders forgotten, context lost, the same questions re-answered — this is the episode.No fluff. Dave breaks down what actually deserves to be remembered, the exact MD files that run an agent (soul.md, agents.md, heartbeat), and how to wire a team of agents that report to each other and improve themselves every single day.What You'll LearnNot all data is information. A JPEG is a mountain of data and almost no information. One sentence from the CEO saying "go do this" carries more than a thousand video keyframes. Store the signal, not the noise.Memory is a compression problem. Save the process — who you talked to, how the deal got done, where it went off the rails — not every artifact you produced.Timeliness is value. Information from 30 days ago usually beats information from 7 years ago. Decide what goes into deep storage and what stays live.Treat every AI agent like a new employee who always needs onboarding. What's the minimum they need to do the job well? That's your context window.Three layers of control: policy, guidelines, gates. Policy = "be nice to the client, don't cuss." Guidelines = your stop-word list. Gates = a deterministic wall, like a credit card with exactly $2,000 on it that rejects $2,001.Run an analysis phase first. Find the 5–6 things a role does 80–90% of the day before you build anything. (An account manager is a farmer, not a hunter.)The MD-file stack that runs an agent:soul.md — who am I, why am I different from every other agent, what I do and what I don't do.agents.md — the bootstrap: read your soul, read your heartbeat, and here are your SOPs as links (loaded only when the situation calls for it, so you never pollute the context window).heartbeat — the recurring loop. The five tasks every hour, the three tasks every four hours. Keep it light or it eats you alive.Great agent systems are an org-design problem, not a super-intelligence problem. You don't need one all-knowing brain. You need agents that each know their job and who to talk to. It works like an anthill.Build a COO agent whose only job is writing and revising SOPs. Feed it a daily retrospective and you've built a self-learning organization

Learn how to use AI to Buy Agencies:https://value.8figureagency.co/MNASystemized Sales (done-for-you sales teams): systemizedsales.comRevphlo.com (post-call sales attribution — works with GoHighLevel & HubSpot)Dylan on X: @sdrwhispererMost agencies are sitting on a goldmine and treating it like a junk drawer.That was the exact problem on the table. A giveaway funnel pulling 100+ emails a week. 300 to 500 comments a post on X. Newsletter readers. Ad clickers who never book. Five different lists, none of them talking to each other. A great setter could go to work on that data and print money — if anyone had organized it.So Jordan brought in Dylan Rich, founder of Systemized Sales. Dylan runs 10 sales teams at once, end to end — name, email, phone number all the way to contract signed and cash collected. In 15 years of sales and seven years working with agencies, this is the most sophisticated GoHighLevel pipeline either of them has seen. They build it live: UTM attribution per post, the "tattoo" rule for tags vs. custom fields, an action-based lead score that pings a setter the second a lead crosses 6 points, a speed-to-lead workflow with 73 million enrollments, and 57 smart lists ranked P1 through P5 so setters never waste a minute guessing who to call.Then Dylan opens up Revphlow — the post-call attribution tool that kills the EOD form forever and tells you your cash per call by traffic source, by closer, by calendar. If you run organic and paid traffic into a sales team, this is the playbook.What You'll LearnThe "tattoo" rule — when to use a tag (permanent) vs. a custom field (rewrites itself), and why getting this wrong wrecks your dataOne pipeline beats five — why segmented pipelines cap your granularity, and how custom fields + tags + stages stack to do the real workLead scoring that runs itself — assign points to actions (email open = 1, application = 3, call booked = 5), and auto-trigger a setter call at a score of 6Speed-to-lead you can actually measure — a workflow that timestamps every lead and counts only during setter working hours, so a Saturday opt-in doesn't blow up your numbers57 smart lists, ranked P1–P5 — how setters work the right leads in the right order and never run dry between fresh leadsAsk for the phone number — "if you won't give me your phone number, you won't give me your credit card," and why fewer, higher-quality leads winPost-call notes (PCN) — auto-dispositioned call notes pulled from the Zoom transcript that update pipeline stages for you, so closers stop skipping the EOD formCash per call by source — the metric that tells you which ads, threads, and posts to make more of (and which to kill)Chapters— Why scaling SDRs is the hardest (and most profitable) thing an agency can do — Who is Dylan Rich: 15 years in sales, done-for-you teams at Systemized Sales — The real problem: a giveaway funnel pulling 100+ emails a week, five siloed lists — How to organize intent leads so setters book more calls per hour — UTMs per post, the Zap into GoHighLevel, and tagging the first click— Live build: one pipeline + custom fields for granularity — Lead categories that follow a contact all the way down the funnel— Tags vs. custom fields: the "tattoo" concept explained — Lead scoring: assigning points to actions and triggering at 6 — The speed-to-lead workflow with 73 million enrollments— Keeping setters organized so they stop thinking and start dialing — 57 smart lists ranked P1–P5, built on filters, not vibes — Why you should ask for a phone number on every opt-in— "Can we blow your socks off?" — the Revphlow post-call attribution demo — PCN, Zoom + Fathom + Slack: clean dispositions on every call — Cash per call by source, by closer, by calendar — Where to find Revphlow and Systemized SalesGo AI-Native in the Next 90 DaysThis episode is the manual setup. The next level is making it run itself.8 Figure Agency installs AI-native systems into 7- and 8-figure marketing agencies — the kind that add $1M in annualized profit. Attribution that tags itself. Pipelines that update without a human touching them. Setters fed the highest-intent leads automatically. If you want your agency AI-native in the next 90 days, start here:→ 8figureagency.coWork With DylanDylan and the Systemized Sales team run your sales process end to end — they listen to your calls, audit your CRM, review your last 90 days of sales and marketing numbers, find your biggest constraint, and fix it.Systemized Sales (done-for-you sales teams): systemizedsales.comRevphlo.com (post-call sales attribution — works with GoHighLevel & HubSpot)Dylan on X: @sdrwhispererTools & Resources MentionedGoHighLevel — the CRM the whole pipeline is built inRevFlow / revphlo.com — post-call attribution and sales analyticsTypeform — opt-in forms (add a hidden UTM source field)Beehiiv — newsletter platform, with email opens webhooked back to GHL for lead scoringHYROS — marketing attribution into the callZoom + Fathom — call recording and transcripts feeding the PCNSlack — where post-call notes drop for closer confirmationVidalytics — VSL view trackingUTM Builder (utmbuilder.net) — Jordan's no-affiliation pick for building UTMs

FREE DOWNLOAD: How to Set Up the Hermes Agent → https://value.8figureagency.co/hermes Ready to become an AI-native agency? Book a call at 8figureagency.coGuest: Ben Fisher, founder of Skinny and Bald. Hampton member. Been coding since fifth grade. Has been CEO twice, CTO three times. Describes himself as 60% product, 40% engineer.The pull: Ben is one of the sharpest guys in the Hampton AI channel. This is his second time on the pod. Jordan came with real questions about funnels, databases, and skills — Ben answered live, then pulled up his actual meeting-processing skill on screen share.What we coveredThe build vs. buy question. Jordan’s giveaway funnel pulls comments → emails → form fills → booked calls across LinkedIn and X, six campaigns a week. His partner said use GoHighLevel. Ben’s framing: build custom with Claude when you control the maintenance, use a tool when it solves 80%+ without workarounds. Texting is the exception — Twilio’s regulatory rabbit hole can eat days even with Claude Code.Databases and custom funnels. Jordan wants the funnel experience to mirror what the user clicked — landing page copy, follow-up sequence, everything. Ben’s example: he still uses Kit.com for his newsletter, but layered custom API logic on top. He didn’t rebuild Kit. He enriched it.The thing that separates real builders from vibe coders. “What distinguishes really effective builders really comes down to workflow.” Same models. Same Claude. Different results because of how people work. Ben’s non-negotiable: test-driven development. Plan first. Write the tests. Then build. Otherwise Claude tells you it shipped something that doesn’t exist.The “your friend Ben is absolutely correct” story. Hampton buddy building a chief of staff agent in Slack and WhatsApp. Asked Claude if it was secure. Claude said yes. Ben listed four gaps. Buddy pasted Ben’s message into Claude. Claude wrote back: “Your friend Ben is absolutely correct. We don’t do this, this, this, and this.” Lesson: you cannot ask the AI to verify the AI.Claude Skills, real talk. Skills are mostly plain English text files the AI reads. They get highly personal fast — Ben said his public repo of skills is becoming less useful to others because the nuances are his. Best move for most people: use someone else’s skill as a reference, have Claude analyze how it works, then build your own flavor.Ben’s content-from-meetings workflow (live demo). Fireflies records every call → transcripts get stored as markdown files in a local folder → a Claude skill called process meeting notes runs on demand, pulls the last 3 days, formats each meeting in EOS Level 10 format (clear accountability, agreements, action items), and routes to-dos to the right project repo. Why local files instead of remote Fireflies calls? Speed. His second brain reads disk faster than it makes API calls across nine months of transcripts.Writing in your voice with AI. Ben studied journalism and advertising. He uses Claude as a sparring partner first, last-mile editor second. Reference for anyone serious about this: every.to publishes their full editorial AI process, including how to build an anti-AI style guide. Ben also actively removes em-dashes from his AI output now because they’ve become the tell.Markdown files as the convention. .md is what the AI world runs on. Pound signs for headers, asterisks for bold. Doesn’t really matter if you use .txt or .docx — but markdown gives the AI hierarchy it can parse.Tools and references mentionedFireflies, Claude Code, N8N, Zapier, Kit.com, GoHighLevel, Twilio, Obsidian, every.to, Superpowers (Claude skill harness), Hampton, EOS Level 10 format, Ruben’s “How AI” Substack.Where to find Benskinnyandbald.com — consulting offersdearben.ai — Ben’s AI podcast where execs submit questions and he answers live with screen share, plus his newsletterReady to build an AI-native agency that runs on systems, not scrambling?8 Figure Agency helps seven-figure agency owners install the agents, automations, and AI workflows that turn your team into a 10x operation. Done-for-you implementation starting at $2K/month.Book your call: 8figureagency.covalue.8figureagency.cohermesThis playbook shows you the exact stack. Install instructions, the 30-day roadmap, the five daily prompts that turn your agent into a second brain, and eight use cases pulled straight from agencies doing it right now.8figureagency.coAI Solutions for Marketing Agencies | 8figure agencyOptimize your marketing agency with our AI solutions. Join 1,000+ agencies and scale your revenue today!every.toEveryEvery — The only subscription you need to stay at the edge of AI. Ideas, apps, and training from practitioners who build with AI daily.http://every.to/skinnyandbald.comBen FisherI help companies figure out where AI fits — and then build it.

Free Download — The Hermes Agent PlaybookLearn how to set up the Hermes Agent to automate your agency.👉 https://value.8figureagency.co/hermesEpisode SummaryMost agency owners can't picture hitting $100M. Jon Bond hit a billion.Jon co-founded Kirshenbaum Bond in his 20s — when starting an ad agency that young was so absurd, the New York Times literally wrote that the editor had socks older than the firm. They scaled it to $1 billion a year in revenue with clients like BMW ($25M/year), Wendy's ($11M/year), and Revlon ($9M/year), then exited.In this episode, Jon breaks down the principles that actually got him there — tip of the spear positioning, culture as a growth lever, near-future betting, and the offer structure he'd use if he had to do it all over again in 2026. Plus the immortal advice from his consultant: "Resist the temptation to fuck mice."If you run a marketing agency stuck in the $1–3M "business purgatory" range, this one's for you.What You'll LearnWhy "fame before fortune" still works — and why Jon spent the early years getting press before chasing big logosThe "tip of the spear" rule — why being able to do everything is killing your agency, and how to find the one thing Google ranks you forHow Jon turned clients into his banker — the freelance-first model he used to spin out 5 sub-agencies inside one umbrellaThe pay-on-performance offer Jon would build today — and the math that lets you charge more than any agency ever has"Resist the temptation to fuck mice" — the line from his consultant that changed how Jon picked clientsWhen culture stops being automatic — the exact size threshold where you have to start engineering itThe Drinks Trolley story — why 150 ex-employees still show up to the same bar a decade after the agency was merged into oblivionNear-future betting — the framework Jon uses to spot the next wave (and how he hosted a marketing AI conference 3 months before ChatGPT dropped, to an empty room)Why he's "0 for 3 on Harvard people" — and what he hires for insteadWhy 100% remote is killing agency culture — and the founder who used to put on a suit to work alone in a spare roomAbout Jon BondJon Bond is the co-founder of Kirshenbaum Bond, the agency he built from the ground up in his 20s and scaled to $1B/year in revenue. Today, he advises founders on marketing, does board work, and invests in companies he can also help market. Painfully hip, refuses to fit in, has had 20 minutes with Barbara Walters on national TV.Connect with Jon:LinkedIn: linkedin.com/in/jonbond (he's nearly capped at 30,000 connections — be quick)Email: [email protected] the Host — Jordan RossJordan Ross is the founder of 8 Figure Agency, the AI consulting and dev firm for marketing agencies. He helps 7- and 8-figure agency owners install AI-native systems that remove the founder from day-to-day operations and add seven figures of EBITDA without adding headcount. His clients collectively generate over $1B in annual revenue.Connect with Jordan:Website: 8figureagency.coFree Hermes Agent Playbook: value.8figureagency.co/hermesLinkedIn: linkedin.com/in/jordan-ross-8faX / Twitter: @jordanrossleviWant to Automate Your Agency?The Hermes Agent is the open-source AI agent framework built specifically for marketing agencies. SQLite memory. 40+ tools out of the box. OpenRouter integration. Built by agency owners, for agency owners.Download the free Hermes Agent Playbook → value.8figureagency.co/hermesLearn the exact setup, prompts, and architecture our clients are using to automate their agency operations.

Figure out what you need to use for your AI tech stack:https://value.8figureagency.co/topaiJordan sits down with Noah Friedberg, founder of Maverick Creative, to break down how marketing agencies and ecom brands are using Arc Ads and AI UGC creators to drive viral content at scale. Noah walks through a live demo of Arc Ads, shares the framework his clients use to hit eight figures on TikTok Shop, and explains where AI replaces human influencers — and where it doesn't. If you run an agency or ecom brand and want to understand the AI UGC opportunity, this one's for you.Timestamps(00:00) Intro: Why AI UGC is the fastest path to going viral(00:54) Noah's background — Maverick Creative, TikTok Shop, working with 7-8 figure ecom brands(03:14) The mindset shift: volume, shots on net, and why one $25K influencer video is a billboard, not a sales channel(04:00) The 12,000 videos = $3M framework from TikTok Shop(05:38) Case study: Launching an 8-figure Amazon brand on TikTok Shop in under 3 months(06:48) Why Arc Ads vs. other AI video platforms ("the Apple of its category")(08:51) Live Arc Ads demo: Going from nothing to a finished AI UGC video(10:25) Script strategy: Using authority figures (e.g., AI doctor) to build trust and call out your ICP(13:21) The most complex AI UGC formats: cartoons, green screens, B-roll + talking head combos(14:40) Does AI UGC work for service businesses and agencies? (Yes — credit repair, info, low-ticket offers)(15:36) Building an AI influencer for an agency from scratch (warmed-up pages, US-hosted iPhones, full funnel)(19:15) When you outgrow Arc Ads: custom workflows with Claude Code, multi-tool stacks, B-roll generation(22:44) Why workflow automation matters — content running 24/7 without human touch(23:42) Scale numbers: 50-60 accounts per brand, 10 videos per page per day, up to 550 videos/day(25:00) The biggest mistake brands make: confusing one viral video with a real system(26:21) How Noah measures data at scale (Kalodata, social one, competitor analysis)(28:20) Why "set it and forget it" AI is a myth — the human strategy layer still winsKey TakeawaysVolume beats prestige. A single $20–25K influencer video is essentially a billboard. A few thousand AI UGC videos at a few dollars each gives you orders of magnitude more shots on net.Quality at volume is the unlock. The 12K videos = $3M framework only works when each video meets a real quality bar — trash content at scale doesn't move revenue.Arc Ads is the entry point. Easy, fast, cheap, realistic talking-head videos. But for B-roll, cartoons, and custom stitched workflows, you need agentic tools like Claude Code on top.Systematize, don't celebrate. Most brands hit one viral video and assume that's the new normal. Without a system, 80% of revenue keeps coming from one creator or one format.AI doesn't replace strategy. Brands that try to "set and forget" AI workflows fail. The human guiding hand — script direction, competitor analysis, taste — is still where the edge lives.Resources & Tools MentionedArc Ads — arcads.aiWhisper Flow — for dictating scriptsClaude Code — for custom AI UGC workflowsn8n — automationKalodata, Social One — data and trend analysis toolsConnect with NoahWebsite: maverickcreative.netDMs: @NoahFriedberg on all platforms

Want to build a 1-person AI-powered team? Start here → https://value.8figureagency.co/1personteamHow to Access $100K in Capital for Only 2.5% | Mind VitaminMost founders panic when cash runs dry — and panic is expensive. Jordan shares the exact system he knew but forgot to use when someone stole every dollar from his business bank account, forcing him to cover payroll overnight at a brutal 22% rate.In this episode, he breaks down the two-part capital strategy he teaches other founders so you never have to make that same mistake.What's covered:Why quick capital solutions (MCAs, short-term loans) will cost you 20–30% and how to avoid themThe 0% APR credit card strategy for funding $40–60K in marketing tests with zero interestHow to consolidate unused credit limits across Chase cards to unlock six-figure availabilityZillMoney.com — the tool that lets you run payroll through a credit card for just 2.5%The auto-payment rule you must follow or the whole strategy blows up at month 12How Jordan uses the same system to travel business class and five-star for freeResources mentioned:Zill Money: https://zilmoney.com/ref/zil-AdB71k8figureagency.co

Grab free resource here: https://t.co/QyzZzPY7uAMax, founder of WellCopy, runs one of the fastest-growing email and SMS marketing agencies in the e-commerce space — 130+ retainer clients, 70 employees, and a jump from $30K/month to $500K/month in 24 months. He's 23.Jordan sits down with Max to break down exactly how he's doing it — before he hits eight figures — so you can steal what's working.What we cover:— The founder QC system: why Max personally reviews thousands of emails every week and why pulling back too early kills culture before it scales— Talent acquisition at the mid-seven-figure bottleneck: internal recruiters, employee referral programs with tiered incentives, and VSLs for every open role— The 10-80-10 rule for delegating without losing standards— How WellCopy grew from $3.2K to $5.8K average monthly retainer — and why every dollar of that increase is pure margin— Building roles around your people instead of forcing people into roles— Running a month-long waitlist with zero paid ads— Launching a done-with-you coaching program that sold out in 24 hoursThe bottom line: Max's unfair advantage isn't demand — it's standards. And he built those standards by never fully letting go of the work.If you're running a service agency between $1M–$5M and want to build the operational foundation to actually hit eight figures, that's exactly what we work on at 8figureagency.co.Follow Max: Twitter @maxwellcopy | Instagram @wellcopymax | wellcopy.net

learn how to use claude code here:https://leads.8figureagency.co/ai-agency-client-deliverables-claude-codeThe AI landscape is moving fast — and most ad and SEO agencies are either overwhelmed, underinformed, or both. In this episode, Jordan Ross breaks down the real state of the union for marketing agencies navigating AI adoption in 2026.No hype. No fluff. Just an honest look at what's actually changing, what's worth your attention, and how to think about building an AI-native agency without creating chaos.What we cover:The agency fluidity problem — why most agencies are stuck with 10 people in 10 different stacks and how to fix itMCP servers — what they are and why they matter for agency operationsDIY with Claude Code — when it makes sense to build vs. buyAI agents — how they're changing the way agency workflows actually runAI marketplaces — what's emerging and how to evaluate what's worth testingY Combinator — what the latest batch signals about where the industry is headingThe cultural and managerial layer — why tool adoption alone won't save youResources & Links:🌐 Learn more: 8figureagency.co📩 Work with Jordan: [email protected]

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with Kevin Sanderson, founder of LGN Marketing, to break down how agency owners can generate thousands of qualified leads by hosting virtual summits — without paid ads.Kevin shares the exact playbook he used to help build an 8-figure Amazon agency and how he leveraged 15–20 influential speakers to “borrow” their email lists and audiences. The result? Nearly 1,100 targeted agency owners registered for a single event.They walk through the full strategy step-by-step — from identifying your ideal audience and recruiting high-leverage speakers, to building a follow-up funnel that converts summit attendees into long-term clients.The conversation also covers how to structure your summit for maximum list growth, how to use social proof and leaderboards to increase speaker promotion, and why the real money is made in the backend nurturing sequence.This episode is a must-listen for:Digital marketing agency owners looking to grow their email list fastFounders who want to generate qualified leads without relying on paid adsOperators exploring webinars, virtual summits, or audience partnershipsAgencies focused on building long-term list equity⏱️ Podcast Chapters– Why Virtual Summits Are a Million-Dollar Growth Lever– Choosing the Right ICP for Your Event– How to Recruit Influential Speakers– Building the Funnel, Swipe Copy & Tracking Links– Using Social Proof & Leaderboards to Drive Promotion– The Backend Strategy: VIP Offers & List Nurture– Turning Summit Attendees into Long-Term ClientsKevin’s Workbook – https://lgnmarketing.com/workbookKevin’s LinkedIn – https://www.linkedin.com/in/kevin-sanderson-profile/To learn more go to 8figureagency.co

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with Tim Keen, founder of Modern Agency Sales, to unpack the exact system behind Tim’s AI-powered funnel that generated 20,000+ leads on LinkedIn in just 12 months.Tim breaks down the full-stack system he engineered—from scraping LinkedIn profiles to auto-generating personalized lead magnets, high-performing landing pages, cold email sequences, and even 60-day content calendars. This is not theory—it's a blueprint built from code, prompts, and pure inbound/outbound mastery.They dive into the evolution of B2B lead generation, why most agency lead magnets are broken, and how to build funnels that look beautiful, deliver value, and book strategy calls on autopilot. Tim also explains how his own tools connect call transcripts to content pipelines and discusses the cold email infrastructure he's using to achieve 70%+ positive reply rates in 2024.This episode is packed with cutting-edge tactics for:Digital agency owners wanting better inbound and outbound funnelsOperators looking to productize services with AIFounders who hate sales decks but want high-ticket calls booked dailyAnyone building an AI-first client acquisition engine⏱ Podcast Chapters– How Tim Got 20,000+ Leads on LinkedIn– The Blueprint of a Modern AI Sales Funnel– Why Cold Email Still Works (and What to Avoid)– Building Personalized Lead Magnets with Claude– How to Auto-Generate 60 Days of Content– The Tech Stack: Trigger.dev, Superbase, and Beyond– Using Call Transcripts to Drive Content Creation– Building Product-Led Growth into a Service Business– Why Most Lead Magnets Suck (and How to Fix Yours)– What’s Next for Tim & Modern Agency SalesTo learn more, visit 8figureagency.coTim’s LinkedIn: https://www.linkedin.com/in/tim-keen

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with Arman Taheri, co-founder of TalentPop, to unpack the infrastructure, hiring systems, and operational design behind one of the most scaled agency teams in the industry.From architecting org charts to tracking capacity utilization with workforce analysts, Arman breaks down how TalentPop scaled to over 2,500 employees by building two core departments: internal ops and client-facing CX, each supported by a layered management structure.If you're an agency founder stuck at $2M-$5M and struggling to scale people without breaking quality or margin, this episode is your playbook for transitioning from generalists to specialists and turning headcount into growth capacity.Whether you're searching for insights on recruiting at scale, org chart design, hiring process automation, or how to build an 85% capacity utilization model, this episode maps the exact journey to scalable ops.Chapters:1. TalentPop’s Origin Story: From Face Masks to CX Ops2. The Two Departments That Run an 8-Figure Agency3. Architecting a Layered Team: Specialist → Team Lead → Ops Manager4. How to Track Capacity Utilization With Real Math5. The Role of Workforce Management and Business Analysts6. Hiring Funnel Design: Filtering, Scoring, and Scaling7. Common Mistakes in Team Building (and How to Avoid Them)8. Why You Shouldn’t Let CSMs Own Onboarding9. Data-Driven Growth: People Ops That Actually ScaleTo learn more go to 8figureagency.coReach Arman at:TalentPop: https://www.talentpop.co/Instagram: https://www.instagram.com/thearmantaheri/LinkedIn: https://www.linkedin.com/in/armantaheri/

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this special episode, Jordan Ross sits down with Jeffrey Lafazan, a Long Island father whose sons have built extraordinary careers, including co-founding a public financial firm and becoming the youngest elected legislator in New York State. But the focus isn’t on IPOs, it’s on parenting and raising high-performing kids with strong values.Jordan asks one fundamental question: How do you raise great children who grow into successful, grounded adults?Jeffrey shares practical parenting advice and story-driven insights on teaching discipline, modeling accountability, and creating emotional safety through everyday presence. From grocery store math games to early childhood education strategies that shape future learning, this conversation is part parenting masterclass, part life philosophy for modern parents.If you're a founder, operator, or parent who wants to succeed at work and at home, without sacrificing your family, this episode is a must-listen.Chapters:• Why Presence Beats Pressure in Parenting• Grocery Stores, Math Lessons & Early Autonomy• Mistakes, Tough Love, and Course Corrections• The Pre-K Advantage: How Early Education Sets a Trajectory• Raising Three Kids with Different Needs, One Core Principle• Building Good Humans in a Performance-Obsessed WorldTo learn more go to 8figureagency.coReach Jeffrey at:LinkedIn - https://www.linkedin.com/in/jefflafazan/Zillow - https://www.zillow.com/lender-profile/Jeff%20Lafazan/

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/45oOnu3In this episode, Jordan Ross breaks down his unexpected move into acquiring a marketing agency, despite originally focusing on accounting firms. He shares what changed his thinking after conversations with private equity firms and how those insights reshaped his long-term strategy.Jordan explains why scale matters in mergers and acquisitions (M&A) and how agencies can dramatically increase their enterprise value by improving operational efficiency and profitability. A major theme of the conversation is the role of AI in modern agencies—not as a replacement for talent, but as a powerful lever to unlock margin, streamline workflows, and drive sustainable growth.The episode also dives into Jordan’s acquisition thesis: partnering with agencies that are struggling to scale, acquiring equity, and using systems, AI, and operational improvements to turn them into highly profitable businesses. This is a must-listen for agency owners, operators, and digital marketing leaders thinking about exits, acquisitions, or scaling beyond founder-led growth.Chapters – The Unexpected Shift: Buying a Marketing Agency – Understanding M&A: Why Scale Drives Enterprise Value – Leveraging AI to Increase Profitability and EfficiencyTo learn more go to 8figureagency.co

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with Jason Hennessey, founder of Hennessey Digital, to unpack what it really takes to scale a digital agency to multi–eight figures and successfully exit to private equity—without burning out or losing your life in the process.Jason shares his 24-year “overnight success” journey, from running a standard SEO agency to intentionally building the “Lamborghini dealership of legal marketing.” He breaks down the mindset, systems, people strategy, and long-term intentionality required to move from six figures → seven figures → eight figures → exit.This is not a hype-filled growth story. It’s a deep, honest masterclass on:Why most agencies fail to scale past $10MHow to hire and retain true A-playersThe hidden dangers of fast growthThe role of personal brand in enterprise-level deal flowHow intention, accountability, and resilience shape long-term successIf you’re an agency owner trying to break through the next revenue ceiling—or thinking about a future exit—this episode delivers real-world lessons from someone who’s done it twice.Chapters– Why Multi–Eight-Figure Agency Exits Are Rare– Jason Hennessey’s 24-Year “Overnight Success”– The Second Bite of the Apple (Private Equity Strategy)– Running Multiple Successful Businesses Without Burnout– Replacing Yourself to Scale Past $10M– The Real Phases of Agency Growth (6 → 7 → 8 Figures)– Cash Flow Stress at Scale (More Money, More Problems)– Seeing the Game Like an Executive Strategist– Product Obsession vs. Sales-Led Agencies– Personal Brand as a Long-Term Growth Engine– Designing the Agency You Actually Want to Run– KPI-Driven Growth & Department Accountability– Hiring A-Players and Accepting Lower Margins– Why Most Agencies Can’t Retain Talent– Paying Above Market & Retaining Rockstars– Creating a Future That Didn’t Exist– Running a Business for Profitability Before Exit– Staying Grounded When Life Disrupts Business– Learning from Failure Instead of Avoiding It– Accountability Systems That Keep Founders on Track– Designing a Life Beyond the Business– Daily Habits & Creative Focus for FoundersTo learn more go to 8figureagency.coTo reach Jason - https://www.linkedin.com/in/jhennessey/- jasonhennessey.com

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with Eddie Maalouf, founder of Bad Marketing, to unpack how he scaled his digital marketing agency from his mom’s basement to $20M in revenue.Eddie breaks down the real challenges agency owners face when growing past the early stages — including hiring the right people, building systems that scale, and avoiding founder burnout. He shares how implementing a profit-sharing model transformed team performance, accountability, and retention, while allowing him to step back from day-to-day execution.The conversation also dives deep into personal branding as a growth lever, why most agencies struggle to attract top-tier talent, and why sustainable agency growth comes down to mastering two core acquisitions: talent and clients.This episode is a must-listen for:Digital marketing agency owners stuck at a growth ceilingFounders hiring their first leadership teamAgencies exploring profit sharing or incentive structuresOperators building long-term, scalable businesses⏱️ Podcast Chapters – From Zero to $20M: Eddie’s Agency Origin Story – Building a Scalable Agency Structure – Profit Sharing, Talent Acquisition & Client GrowthEddie's LinkedIn - https://www.linkedin.com/in/eddie-maalouf/Eddie's website - http://www.badmarketing.com/home-liTo learn more go to 8figureagency.co

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross breaks down the most important signal of 2026 for marketing agencies: Y Combinator, the world’s top startup accelerator, is now investing in AI-native agencies.This episode unpacks why YC’s move into the agency world is not just surprising but a clear signal that the industry is about to be fundamentally reshaped.Jordan walks through:- What it means to be an AI-native agency (not just using AI tools)- Why AI-native agencies will dominate the next 3–5 years- The difference between AI-enhanced and AI-powered service models- How VC-backed founders with deep engineering talent will outscale traditional operators- Why custom internal IP (not public tools) will define the next 8- and 9-figure agency brandsHe also explores why most current agencies, despite using ChatGPT or automation tools, aren’t anywhere near “AI-native,” and why those who ignore this shift may not survive the next wave of innovation.Whether you're at $1M ARR or already at 8 figures, this is a must-listen if you care about margins, scale, and defensibility in the AI era.Chapters:— Intro: Why YC’s Latest Move Matters— Who YC Has Funded (and Why That’s Relevant Now)— What “AI-Native” Really Means (and Why You’re Probably Not One)— Why This Will Reshape the Entire Marketing Services Industry— How VC-Backed Agencies Will Outspend and Outbuild Everyone— What You Must Build If You Want to Compete in 2026–2028— The New Playbook: Custom IP, Internal Tools, and Service-as-Software— Closing: What You Need to Do Right Now to Avoid Getting Left BehindTo learn more go to 8figureagency.co

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with Azim Nagree, Head of M&A at Herringbone, to break down how digital marketing agencies can scale, exit, and thrive through strategic acquisitions.They unpack how Herringbone evaluates agencies, why some founders choose to join a platform instead of selling outright, and what happens after an acquisition. Azim shares candid insights into the most common challenges agency owners face—burnout, growth ceilings, and operational complexity—and how the right M&A structure can unlock long-term upside instead of a short-term exit.The conversation also explores the future of agency platforms, including how AI will be integrated into agency operations, why specialisation by vertical matters, and what founders should be thinking about now if they want to be acquisition-ready in the next 12–36 months.This episode is a must-listen for:Digital marketing agency owners considering an exitFounders curious about roll-ups and platform modelsOperators thinking about AI, scale, and long-term leverage⏱ Podcast Chapters – Introduction to M&A in Digital Marketing – Herringbone’s Focus and Acquisition Strategy – Why Agencies Choose to Join a Platform – What Happens After an Acquisition – The Team and Resources Behind the Platform – Long-Term Vision for Agency Platforms – The Role of AI in Agency Operations – Closing Thoughts and What’s NextTo learn more go to 8figureagency.coAzim's LinkedIn: https://www.linkedin.com/in/azimnagree/Azim's company: https://www.herringbonedigital.com/

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with M&A leaders Matt Bodnar and Tom Shipley to unpack how digital marketing agencies can use mergers and acquisitions as a true force multiplier for growth. They discuss why agencies should operate like holding companies to boost valuation, how multiple expansion accelerates wealth creation by acquiring businesses at lower multiples and rolling them into a higher-multiple entity, and the foundational principles behind successful M&A—from resourcefulness and smart leverage to risk mitigation and the power of strong networks. Matt and Tom also break down the “Buy Then Build” playbook, sharing practical strategies for sourcing targets, structuring deals, and uncovering hidden value within smaller service businesses. The episode wraps with an inside look at DealCon, their upcoming event designed to help founders master deal sourcing, offer structuring, and acquisition-driven scaling. A must-listen for agency owners ready to grow beyond services and build scalable, acquisition-powered companies.Chapters:— Introduction: Why M&A Matters for Agency Growth— Understanding M&A Philosophy & Real Use Cases— The Power of Multiple Expansion— The M&A Playbook & DealCon Overview— Risk Mitigation & Smart Deal Structuring— Closing Thoughts & Where to Learn MoreTo learn more go to 8figureagency.coReach Tom @ tshipley.comReach Matt @ mattbodnar.com

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with Jason Shafton, founder of Winston Francois, to unpack how to build a modern marketing agency holding company in the age of AI. From automating agency operations to diversifying revenue through holding structures, they break down what it takes to lead in a world where AI is no longer optional — it's the new baseline.Jason shares how he went from leading growth at Google to building a future-ready consultancy using AI-powered systems, automation strategies, and multi-agency scaling models. If you're a PE-backed founder, agency operator, or just AI-curious, this episode dives into tactical, financial, and strategic shifts needed to stay competitive over the next 3–5 years.Whether you're searching for insights on AI for agency growth, automation in client delivery, or diversification through holding companies, this episode is a blueprint for the next generation of agency leadership.Chapters:Jason Shafton’s Journey: Google to AI ConsultancyEvolving Winston Francois: From Strategy to AutomationMarketing Agency Holding Companies: Structures & DiversificationAI Systems for Operational EfficiencyTactical Upgrades for Agency OpsWhat the Future of Agencies Looks Like in an AI-Driven WorldLong-Term Thinking: Legacy & Financial StrategyTo learn more go to 8figureagency.coReach Jason at :Linkedin - https://www.linkedin.com/in/jasonshaftonWinston Francois - https://wf.team/podFrank Growth - https://frankgrowth.com

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with Andy Sulhoff, founder of Lodestone Collective, to break down how custom AI systems (not just “vibe-coded” zaps and tools) are becoming the core competitive advantage for performance agencies.Andy shares why he bet early on custom AI development with 8 Figure Agency, how they’re building an internal “AI brain” on top of their data using an MCP server, and how that’s already saving 2–3 hours per client, per week across each pod.They dig into the difference between stacking brittle automations vs. building on a proper data layer, how Lodestone is using AI to power Slack-based reporting, Google Ads performance monitoring, discussion guides, and follow-up workflows, and why Andy believes agencies only have a 1–3 year window to build real IP before the market catches up.If you run a digital marketing or media-buying agency and you’re serious about capacity, margins, and defensible IP going into 2027–2028, this is the blueprint.Chapters & Timestamps— Why Custom AI Will Decide Which Agencies Survive— What Lodestone Collective Does & Why AI Was a No-Brainer— Vibe-Coded AI vs. Real Data Foundations— Capacity, Not Just Productivity: Handling 50 Clients Instead of 15— Inside Lodestone’s AI-Powered Reporting & Slack Performance Hub— Profit, Flexibility, and Keeping Talent Happy— The AI Product Roadmap: Reporting, SEO, CRO & Conversion Gains— People, Process, (Silent) IP: Building a Real Moat With AI— The Innovator’s Curve & Why Waiting Is Dangerous— Final Advice & Where to Find AndyTo learn more go to 8figureagency.coReach Andy on - https://golodestone.com/

SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with Jeff Shannon, co-founder of Pilothouse, an eight-figure performance digital marketing agency serving e-commerce and DTC brands.Jeff breaks down how they went from affiliate media buyers to building one of the most influential DTC media engines in the space—combining an agency, a newsletter, and a podcast into a single growth flywheel.If you run a digital marketing agency and you’re thinking about newsletters, media, performance-based pricing, or how to position for AI without burning millions on tools, this conversation is a blueprint.⏱ ChaptersChapters & Timestamps– Cold Open & Intro– Who Is Jeff & What Is Pilothouse?– From Affiliate Arbitrage to Content-Led Growth– Proving the Newsletter & Going All-In– 150K Subs & Negative CAC for the Agency– Would Jeff Start a Newsletter in 2025?– Jordan’s Newsletter & Monetization Strategy– When Sponsorships Make Sense (and When They Don’t)– Multiple Legs on the Stool: Beyond Newsletters– The Three Biggest Growth Levers to 8 Figures– Performance-Based Pricing & Paying Talent Big Upside– Risk-Reward Models & the New Agency Standard– Life as a Non-Day-to-Day Founder– Founders vs Operators: Knowing Your Seat– How Pilothouse Is Positioning for AI (2026–2027 View)– Move Fast or Get Left Behind– Where to Find Pilot House, DTC, and Join Agency– Outro & Event PlugTo learn more go to 8figureagency.coTo reach Jeff - https://www.pilothouse.co/

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with Mark Mei, founder of DAHAS Digital, to break down one of the hardest challenges in scaling an agency — maintaining quality while growing fast.They unpack why quality tends to drop as agencies expand, how leaders can structure workflows for accountability, and what systems help ensure client satisfaction at scale. Mark shares how his team at DAHAS Digital uses layered QA checks, feedback loops, and clear ownership across each stage of client work to maintain excellence without slowing down growth.Whether you’re leading a 5-person boutique or managing a 50-person team, this episode gives you a roadmap for building operational resilience without losing creative edge or client trust.🕒 Chapters– Introduction to Mark Mei and DAHAS Digital – Ad Spend and Marketing Funnel Insights – Future Plans and Aspirations – The Biggest Challenge: Maintaining Quality as You Scale – Building a Workflow Where Everyone Owns QA – Creating Feedback Loops and Training for Quality – Why Quality Assurance Protects Client Retention – The Client-Centric Growth Mindset – Closing Thoughts and Key LessonsTo learn more go to 8figureagency.coTo reach Mark Mei go to www.dahausdigital.com

In this end-of-year recap episode, I break down one of the most intense and defining years of my life and business.I cover the lessons learned from losing my home, what that experience forced me to reevaluate about life and business, and why it accelerated a full rebrand of our agency into what we believe will become the world’s leading AI consulting firm for agencies.I also share early details about our 2026 live event, what it’s designed to solve for agency owners, and why the next phase of agency growth will be driven by AI, systems, and leverage—not more people, more clients, or more chaos.This episode is about resilience, reinvention, and where agencies must evolve next.What We Cover in This EpisodeMy honest end-of-year business and life recapWhat losing my home taught me about risk, leverage, and prioritiesWhy adversity forced a faster, clearer rebrandThe decision to reposition into AI consulting for agenciesHow AI will change agency operations, margins, and team structureWhy most agencies will fall behind in the next 12–24 monthsThe vision and intent behind our 2026 live eventWhat agency owners actually need now (and what they don’t)Building a business that survives chaos, shocks, and volatility

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross dives into the transformative role of AI in determining company valuation, especially for marketing agencies. Drawing on insights from a leading M&A broker, Jordan explains why agencies without AI capabilities risk lower market value and how technology is reshaping mergers and acquisitions in the marketing sector.Key topics include the impact of AI on profit margins, client list valuation, investor interest, and M&A activity. If you own or plan to sell a marketing agency, understanding AI isn’t optional—it’s critical for growth and exit strategies.⏱ Chapters: – Introduction to AI in Agency Operations – The Importance of AI for Business Valuation – How AI Affects Profit Margins – M&A Brokers’ Perspective on AI Capabilities – The Role of Client Lists in Acquisitions – Future Trends in Marketing Agency Valuation – AI as a Must-Have for Growth and Exit StrategiesTo learn more go to 8figureagency.co

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with Todd Taskey to unpack what really drives the value of a digital marketing agency when it’s time to sell. They explore how AI, tech enablement, and recurring revenue models are reshaping business valuations and exit strategies. Todd breaks down the financial levers like EBITDA, buyer types, and strategic acquisitions that can dramatically affect an agency’s sale price. Whether you’re preparing for a near-term exit or planning long-term growth, this episode offers a roadmap to positioning your agency for maximum value in a rapidly evolving market.ChaptersIntroduction to Business ValuationMarket Trends and Valuation MultiplesThe Impact of AI on Agency ValuationStrategic Acquisitions and Market PositioningRevenue and Retention as Key MetricsNavigating the Future of Agency GrowthThe Role of Strategic BuyersConclusion and ResourcesTo learn more go to 8figureagency.coTo reach out to Todd go to www.towerpartners.comTo listen to Todd go to SecondBitePodcast.com

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with Brandon Parker to explore how AI is reshaping business operations, with a special focus on lead generation, automation, and operational efficiency. Brandon shares the behind-the-scenes story of building Land AI, a conversational AI that pre-qualifies leads and dramatically improves conversion rates and workflow efficiency for agencies and sales teams.They break down what it takes to bring an AI product from concept to market, the role of quality assurance and iteration in scaling effectively, and how early adopters of AI can gain an unbeatable competitive edge. The conversation wraps with a live demo of Land AI in action — showing firsthand how conversational AI can automate and optimize client acquisition.Whether you’re a digital marketing agency owner, startup founder, or AI enthusiast, this episode is packed with insights on how to practically apply AI to grow your business faster and smarter.Chapters:– The AI Revolution in Business– Building Land AI: The Journey– Quality Assurance and Iteration– Competitive Advantages in the AI Landscape– Live Demo of AI in ActionTo learn more go to 8figureagency.co

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross delivers a direct and timely message to digital marketing and SEO agency owners: adapt to AI now—or risk becoming obsolete.Jordan opens up about his own experiences balancing parenthood and leadership, using them as a lens to explore how businesses must evolve with the times. He dives deep into how AI development services are reshaping the industry, why tech-enabled agencies are pulling ahead, and how efficiency through automation is becoming the new competitive edge.Drawing parallels between today’s AI boom and the dot-com revolution, Jordan warns that those who fail to adapt will face the same fate as agencies that ignored the internet two decades ago.This episode is both a wake-up call and a roadmap for agency owners who want to stay relevant, scale smarter, and lead the next generation of digital innovation.Chapters: — The Urgency of Adapting to AI — Balancing Parenthood and Business Growth — The Evolution of AI Development Services — The Competitive Edge for SEO Agencies — Building Tech-Enabled Services — Efficiency and Automation in the AI Era — The AI Revolution and What Comes NextTo learn more go to 8figureagency.co

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross, founder of 8-Figure Agency Growth Consultancy, breaks down the Wedge Process — a practical six-step framework that helps agency owners and founders reclaim 10+ hours of their week.If your business falls apart when you step away, this episode is your blueprint to building systems, delegating effectively, and automating what keeps you stuck in the weeds. Sean shares the exact tools, frameworks, and AI workflows he’s used to help hundreds of entrepreneurs transition from operator to true CEO.You’ll learn how to track your time, identify what to stop, automate, or delegate, and create SOPs using ChatGPT — so your business can finally work without you.⏱️ Chapters– If your business breaks without you, it’s a liability – Introduction to the Wedge Process – Step 1: Track your time using Toggl – Step 2: Apply the S.A.D. Framework (Stop, Automate, Delegate)– Step 3: Aggregate your training using Loom & Fireflies – Step 4: Use GPT to build SOPs & job descriptions – Step 5: Hire with role clarity – Step 6: Delegate & create visibility with checklists – Reinvest your reclaimed time to scale – Outro: Build a business that works without youTo learn more go to 8figureagency.co

Collin Stewart is one of my FAVORITE entreprenuers and is back for his second episode with us - talking about how he scaled to $5 million ARR and then shut down the business after losing passion - and how he's rebuilding smarter. He also talks through his view on product market fit and four funnels that helped fuel his growth at Predictable RevenueConnect with Collin here:https://www.linkedin.com/in/collinstewart/Get Collins New Book - The Terrifying Art of Finding New Customershttps://www.amazon.com/Terrifying-Art-Finding-Customers-Sleep-Deprived/dp/1774586134>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email? Grab it herehttps://promotion.revenueboost.net/mini-course-group-join-5926Thanks again for listening! Please give us a review - it helps support the show and we LOVE reading your feedback! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ Community members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross (founder, 8Figure Agency) walks agency owners through the three operational concepts Amazon uses in its fulfillment centers, reframed for marketing agencies, so your agency stops being dependent on you, scales predictably, and turns execution into a repeatable system.Episode summary (short)Founder-dependency is the single biggest reason seven-figure agencies stall or collapse. Jordan breaks down a lighthouse management model (vs. the tugboat founder), the Operational Plan (OP) with benchmarks, and the cadence and checklists that create visibility, accountability, and reliable execution. Implement these, and your agency will have clear marching orders, measurable growth, and a team that runs the machine.Chapters— Intro: The Cost of Founder-Dependency— Tugboat vs Lighthouse— Benchmarking Basics— The OP Meeting— Example Dashboard— Treat Yourself Like the Client— Forecast to Marching Orders— Weekly Business Review— Operations Meetings— Standard Work Checklist— Bridge the Gaps — Outro: Next steps and offers for hands-on helpTo learn more go to 8figureagency.co

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, we break down the 13 systems every marketing agency must master to scale beyond 7 figures without burning out. If your agency feels like a 40–70 hour-a-week grind, this episode is for you. We cover financial health, stress management, marketing, sales, client retention, hiring, and strategic planning—everything needed to run a business that works without you.Learn how top agencies create predictability, maximize profits, retain clients, and build teams that deliver results while giving founders the freedom to take real vacations and focus on growth.If you want to see which systems might be silently sabotaging your agency, check out the free custom agency diagnostic linked below—probably the most valuable 10 minutes you’ll spend this year.Chapters – Financial Health – Time & Stress Management – Marketing & Positioning – Predictable, Quality Lead Generation – Sales Operations That Close Efficiently – Cohesive, Documented Core Processes – Delegation and Accountability at Scale – Metrics That Drive Performance – Client Retention and Expansion – Hiring and Training Excellence – Strategic Planning Mastery – Innovation & Product Development – Culture & LeadershipTo learn more go to 8figureagency.co

Nick Avaria has acquired and sold 7 agencies and this episode is JAM packed with insights on what it really takes to scale, and the common mistakes agency founders make when scaling to 7-8 figures.Connect with Nick here:https://www.linkedin.com/in/nickavaria/Nick was generous enough to share some of his best agency-scaling resources with our community, get them here
10M Agency KPI Dashboardhttps://docs.google.com/spreadsheets/d/1XX1ldFItl3bkSEEr1HFJN70Lo9Gi6Lx-cH25ILT-KWY/edit?gid=0#gid=0People Management Systemshttps://www.agencyacquisitions.io/scaling-agencies-management-and-systems/

KPI’s to get to 10M
https://docs.google.com/document/d/1tlJHpp2VK0jlHCDEeEybuCeCkfqrA_N1brBGKt2K-sk/edit?tab=t.0>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email? Grab it herehttps://promotion.revenueboost.net/mini-course-group-join-5926Thanks again for listening! Please give us a review - it helps support the show and we LOVE reading your feedback! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ Community members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross, founder of 8 Figure Agency, reveals the real reason most seven-figure agencies never reach eight figures—and it’s not about leads, offers, or churn.Jordan breaks down why standards—not new services or more clients—are the foundation of sustainable growth. Drawing from his time at Amazon and experience consulting for countless 8-figure founders, he shares a proven four-step operational system that keeps standards high, even when you step out of the day-to-day.If you're an agency owner tired of micromanaging or worried that quality will drop when you delegate, this episode gives you the roadmap to scale confidently with structure, accountability, and culture-driven performance.Chapters — The myth of growth being about leads or offers — How high-performing agencies use standards as their growth engine — Building a business that works without you—while maintaining quality — How to set quarterly goals and department-level metrics like Amazon — How leaders track performance and adjust weekly — Using data to make smarter, faster changes that move results — How standards cascade through your team and hold everyone accountable — The importance of owning outcomes and creating recovery plans — How daily reporting and checklists create transparency — Turning data into actionable visibility for every team member — How 8 Figure Agency helps founders implement this systemTo learn more go to 8figureagency.co

So excited to have Kasim Aslam back for his THIRD interview on the podcast! Every episode is too good to not invite him back again…He’s giving his new book for free for our community - grab your copy here
https://thehirebook.com/>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email? Grab it herehttps://promotion.revenueboost.net/mini-course-group-join-5926Thanks again for listening! Please give us a review - it helps support the show and we LOVE reading your feedback! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ Community members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with Alexey Pekovsky, founder of NuOptima, an agency dominating e-commerce with geo SEO and AI search strategies.Alexey shares how he transitioned from building Europe’s largest CBD marketplace to running a leading SEO agency, and why listicles, authority content, and AI-optimized structures are now the secret weapons to visibility on Google, ChatGPT, and Perplexity.If you’re an agency owner, marketer, or e-commerce brand wondering how to future-proof your traffic strategy, this episode unpacks tactical steps you can implement right now—whether bootstrapped or scaling with an agency partner.Chapters – Why the future of traffic is geo + LLM search – Alexey’s journey: From CBD marketplace to SEO powerhouse – What’s working now in SEO & geo marketing – The rise of listicles: why they dominate AI rankings – Formatting content for AI queries (informational, comparative, transactional) – What makes a good listicle & how to bootstrap one with AI agents – How to choose the right SEO/geo agency – Tools for keyword testing: Ahrefs, AI prompts & scrappy workflows – Turning listicles into revenue streams (media model approach) – Beyond listicles: optimizing collection pages for LLM visibility – Avoiding legal risks in comparative SEO content – Final tip: Why building authority beyond your site is critical – Where to find Alexey onlinehttps://nuoptima.com/https://www.youtube.com/@alexejpikovskyhttps://www.linkedin.com/in/alexej-pikovsky-9743701/To learn more go to 8figureagency.co

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross breaks down the rapidly evolving M&A market for digital marketing agencies. What was once expected in 2027 is happening now—the agency M&A Gold Rush. Jordan explains why agency owners must act quickly to capture peak valuations, how exit multiples are shifting, and why AI adoption is no longer optional but essential for commanding top-dollar exits.He also highlights the difference between strategic acquisitions and distress sales, warning that agencies without technology and AI integration risk being stripped for parts. For those ready to adapt, the opportunity to secure 10–20X EBITDA exits is real—but the window is closing fast.Chapters– The M&A Gold Rush for Agencies – Market Dynamics & Exit Multiples Explained – How AI Is Transforming Agency Valuation – Strategic Acquisitions and Industry Implications – Preparing for the Future of Agency ExitsTo learn more go to 8figureagency.co

UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross sits down with Alex Steele, the founder of Opal, a credit card company created specifically for advertising agencies. They dive deep into Opal’s unique value proposition, its rapid growth, and the behind-the-scenes economics of running a credit card business.Alex explains why vertical integration is key to Opal’s success, how agencies can leverage higher credit limits to fuel growth, and why building relationships in the industry matters just as much as software innovation.Whether you run an agency or are curious about fintech disruption, this conversation unpacks the strategies and vision driving one of the most exciting finance tools for modern marketers.Chapters – Introduction to Opal and Alex Steele – The Evolution of Opal and Its Unique Value Proposition – Understanding the Credit Card Business Model – The Importance of Vertical Integration in Business – Operational Insights of a Credit Card Company – Revenue Generation and Business Strategy – Market Positioning and Customer Acquisition – Future Growth and Vision for OpalTo learn more go to 8figureagency.co

https://constraintcalculator.scoreapp.com/In this episode, host Jordan Ross interviews Peter Tams, co-founder of Clever Digital Marketing, who scaled his agency from side-hustle beginnings in 2019 to breaking $10M+ in annual revenue within just three years of going all-in.Peter shares how niching down into the home improvement space, restructuring his team around client consultants, and making Net Revenue Retention (NRR) the North Star metric transformed his agency into a referral-driven growth machine. Alongside this, he dives into how Kaizen culture, infrastructure, and incentivized systems helped build a team that thrives and a business that compounds.If you’re an agency owner stuck between $1–3M or dreaming of eight figures, this episode will give you a clear playbook on how to scale with focus, culture, and courage.Chapters – Why only 0.4% of agencies reach 8 figures – Meet Peter Tams & the early days of Clever Digital Marketing – From generalist services to specializing in home improvement – Lessons from niching down: depth vs breadth – Breaking $10M: the three anchors of growth – Specialization & hyper-focus as a scaling strategy – Creating long-term goals and 10-year vision planning – Transforming client success managers into client consultants – Referrals as a leading KPI & NRR as the North Star metric – Incentivizing the team with rewards & culture-building – The power of Kaizen (continuous improvement) in agency growth – Building infrastructure: reporting, onboarding, and L&D systems – Why 65% of their revenue comes from referrals – Diversifying channels beyond referrals for sustainable growth – Reverse-engineering metrics and building meticulous systems – Courage, persistence, and leadership through challenges – Staying two steps ahead in business & client relationships – Where to connect with Peter onlineTo learn more go to 8figureagency.co

https://constraintcalculator.scoreapp.com/In this episode, Jordan Ross interviews Megan Balyk, VP at Jive PR and Digital, to share how her team transformed operations by moving from manual, disconnected systems into a Go High Level + Notion + AI-powered workflow.Jive PR was stuck juggling PipeDrive, Beehive, and DocuSign while manually tracking leads, proposals, and onboarding. After implementing automation and consolidating tools, they not only saved tens of thousands of dollars annually but also avoided hiring a $60K/year business development assistant.Instead, they reinvested savings into marketing, content creation, and growth initiatives—compounding results without burning out their team.If you’re an agency owner or operator frustrated by manual work and tool overload, this conversation breaks down how to streamline your workflows, minimize human error, and free up resources to scale.Chapters – The pain of manual tasks & why automation matters – Meet Megan Balyk & Jive PR – Life before automation: PipeDrive & scattered tools – Transition to Go High Level + Notion – Favorite automations that changed the game – From messy notes to automated follow-ups – Consolidating tools & cutting costs – Adding proactive outreach & social listening – Proposal process before vs. after automation – Transition challenges & the simplicity factor – Asking “dumb” questions to learn faster – Building with Alexandra: best practices + customization – Lasting impact: saving time, cutting errors, scaling smarter – Avoiding a $60K hire through automation – Redirecting savings into content & marketing growth – Where to find Jive PR & their services – Closing thoughts: get ahead of the AI + automation waveTo learn more go to 8figureagency.co

https://constraintcalculator.scoreapp.com/In this episode, Jordan Ross sits down with Matthew Larsen, a marketing strategist and funnel builder behind 1000X Leads, to talk shop on scaling agencies, creating info-product empires, and the challenges of growing through operations and M&A.The conversation spans from engaged life in New York City to building paper-lead businesses, repurposing SOPs into scalable products, and the differences between B2B and B2C roll-up strategies. Matthew shares his experience running rev-share deals with high-performing agencies, his philosophy on LTV-driven industries, and why most agencies struggle to make it past $1M in revenue.If you’re interested in funnels, agency growth, or the reality of acquisitions, this candid conversation offers insider lessons you won’t find in a playbook.⏱️ Chapters– Engaged life updates & life in New York vs. Miami– Funnel building genius: Matthew’s info-product & ad background– Scalable templates vs. coaching/consulting models– Which industries actually have sustainable LTV– Why most marketing agencies struggle long-term– Niche specificity: e-commerce vs. real-world businesses– Rev-share deals: Matthew’s strict criteria & success stories– Structuring growth fees and scaling revenue share– Paper-lead agencies: simplicity, automation, and scale– Roll-ups, M&A, and the “dream team” strategy– B2B vs. B2C roll-ups: challenges and opportunities– Billion-dollar exit vision & assembling top operators– Closing thoughts and next stepsTo learn more, go to 8figureagency.co

https://constraintcalculator.scoreapp.com/In this episode, Jordan Ross sits down with Noah, founder of a fast-growing TikTok shop agency, for a deep dive on what it really takes to scale from organic lead generation into a predictable, automated growth machine.Noah shares how cleaning up SOPs, defining his ideal client profile (ICP), and improving his sales process helped reduce churn to nearly zero. With his foundation set, Jordan consults him live on the next big challenge: building client acquisition funnels, leveraging paid ads, implementing CRMs, and setting up automations that free up time while fueling growth.Whether you’re an agency owner, e-commerce marketer, or operator trying to escape “agency prison,” this conversation is packed with tactical insights to help you scale smarter, not harder. Chapters: – Intro & catching up with Noah – Noah’s progress: SOPs, ICP clarity & reducing churn – The next challenge: generating more qualified leads – Paid ads vs. building a sales team — which comes first? – Creating granular ICP docs & client messaging – How to build a high-converting funnel with lead magnets – Why CRMs beat spreadsheets & the Go High Level advantage – Turning newsletters into conversion assets – Using YouTube for retargeting & sales content – Borrowing expertise short term: the Hormozi playbook – Automating onboarding & client experience with CRMs – Closing thoughts + resources for scalingTo learn more, go to 8figureagency.co

Video is becoming a necessity to grow your business brand and personal brand - but if you’re not coming from a professional video background, it can feel super daunting.Fortunately, Stewart did, and he’s sharing his best tips on video production that he’s learned from working with top tier brands on 6 figure video projects and TV commercials.Learn the secrets from the pros that you can apply for yourself, or for your clients!Connect with Stewart on LinkedIn here https://www.linkedin.com/in/stewartcohen/>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email? Grab it herehttps://promotion.revenueboost.net/mini-course-group-join-5926Thanks again for listening! Please give us a review - it helps support the show and we LOVE reading your feedback! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ Community members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Jesses got such a cool story - he scaled his agency to massive heights before the time most people his age finished college - and was able to go up market to land 9 figure and F500 brands in his early 20s!Connect with Jesse on LinkedIn here https://www.linkedin.com/in/taylor-frame/>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email? Grab it herehttps://promotion.revenueboost.net/mini-course-group-join-5926Thanks again for listening! Please give us a review - it helps support the show and we LOVE reading your feedback! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ Community members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Get our 13 systems to unlock your next level of growth: https://www.newsletter-signup.com/8-figure-agencyIn this episode of How to Scale an Agency, host Jordan Ross talks with John Ghiorso, a 20-year agency veteran who built and sold an 8-figure Amazon and e-commerce agency before founding Vanta 5, a venture studio that launches high-growth agencies every 90 days.John shares his complete framework for taking an agency from $0 to $5M+ in annual revenue — without burning out or stalling growth. From identifying high-demand niches to building scalable delivery systems and predictable lead engines, this conversation is packed with actionable strategies you can apply immediately.You’ll Learn:How to choose a niche and position yourself as the market authorityThe exact steps for scaling from $1M to $5M in revenueHow to avoid the “Plateau of Death” that stalls most agenciesCapital-efficient marketing channels that deliver consistent leadsWhy stepping out of day-to-day delivery is essential for long-term successIf you’re an agency owner looking for the clearest path to scale, this episode delivers the playbook from someone who’s done it — multiple times.Resources & Links:Connect with John Ghiorso: https://www.linkedin.com/in/johnghiorso/Discover 8 Figure Agency: 8figureagency.co

🚀 Yes, you CAN have an epic business and have a fun, relaxed lifestyle. Taylor frame shares his journey building a multi-7 figure agency without burning out or working weekends, along with various other tips that helped Taylor build his company.Follow Taylor on LinkedIn here https://www.linkedin.com/in/taylor-frame/>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email? Grab it herehttps://promotion.revenueboost.net/mini-course-group-join-5926Thanks again for listening! Please give us a review - it helps support the show and we LOVE reading your feedback! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ Community members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Get our 13 systems to diagnose your agencies problems: https://www.newsletter-signup.com/8-figure-agency/?utm_source=youtube (edited) In this episode of 8 Figure Agency, Jordan Ross sits down with Emily Call, VP of Operations at Brand North, to unpack how a fast-growing digital marketing agency eliminated inefficiencies, slashed $300,000 in annual costs, and set the foundation for scalable growth.Discover how simple process changes—like daily team check-ins and automated time tracking—paired with a strategic migration from Asana to Notion transformed visibility, accountability, and profitability. Emily shares how these changes uncovered hidden redundancies, freed up budget for reinvestment, and created a single source of truth for the team’s operations.What You’ll Learn in This Episode:Why Notion outperformed Asana for cost savings, flexibility, and adoptionHow daily Slack check-ins exposed inefficiencies and improved accountabilityThe role of automated time tracking in identifying underperformanceHow consolidating data into a single system set the stage for AI-powered workflowsThe long-term impact of saving $25K/month on scaling a seven-figure agencyWhether you’re an agency owner or operations leader, you’ll walk away with practical steps to simplify your tech stack, improve operational clarity, and unlock budget for growth.Resources & Links:Connect with Brand North: brandnorth.comLearn more about 8 Figure Agency: 8figureagency.co

https://constraintcalculator.scoreapp.com/Episode Summary:In this episode of How to Scale an Agency, we sit down with Corey, founder of Mansion and New Standard Co., who brings a rare dual perspective as both a brand owner and an agency operator. From launching an 8-figure jewelry brand to quickly scaling a retention-focused agency serving nine-figure DTC clients, Corey shares a raw, tactical, and philosophical look at what it really takes to build and scale an agency in today’s market.We unpack his journey from mechanical engineer to retention strategist, why he only works with wealthy founders, how his team closes $15K–$25K retainers, and how he's thinking about the intersection of AI, strategy, and scale in 2025 and beyond.This is a masterclass in founder psychology, pricing strategy, data-driven retention, and the future of agency operations. If you’re building a high-margin, high-impact agency—or want to—this one’s for you.⏱️ Episode Chapters:0:00 – Intro & Local ConnectionCorey and the host connect over Newport, Dylan, and shared California roots.1:16 – Corey’s Background: From Aerospace to EntrepreneurshipHow Corey went from an engineering degree to founding an 8-figure jewelry brand and agency.2:50 – Learning Business Through Trial by FireEarly lessons on margins, cash flow, and brand building before launching an agency.4:00 – The Shift to Retention-Focused Agency LifeWhy Corey believes service businesses win and how retention became their niche.6:10 – Pricing Strategy: From $300 to $15K RetainersHow they positioned themselves to work with top-tier brands and charge premium retainers.7:56 – The Power of Saying No: Only Serving Wealthy ClientsFiltering prospects based on mindset and revenue. When and why they turn clients away.9:00 – Michelin-Star Thinking Applied to AgenciesHow Corey blends automation, strategy, and senior talent to deliver at a high level.10:30 – Psychology of Retention & Customer BehaviorLifecycle marketing, cohort analysis, and segment-specific flows that drive results.12:55 – Direct Mail & Multichannel Win-Back CampaignsUsing offline methods for high-impact retention and reactivation.15:00 – Subscription Brands: Reducing Month 3 Churn Starts on Day 1Why priming behavior in the popup and welcome flow makes or breaks CLTV.17:00 – Vetting Clients During the Sales ProcessLessons from firing clients and getting fired—why expectations need to be set from day one.20:00 – Growing Pains at 7 Figures: Structure, Managers & HandoffsScaling challenges when servicing 9-figure clients without ops in place.22:30 – Founder Burnout & Monotony of SuccessThe emotional cost of growth and finding excitement during the “long middle” of scaling.25:30 – Amazon’s Stress Testing Framework Applied to AgenciesHow to prep your business to survive (and thrive) while the founder is away.27:50 – What Happens When the Founder Steps Out?Breaking down tasks by function and delegating high-leverage founder roles.30:00 – Tracking Relationship ROI & Letting Go as a FounderWhen to keep relationship roles and when to delegate them—with measurement.34:00 – Time Blocking, Weekly GPS System & ConstraintsHow limited time made the host more productive using a 1-year/1-month/1-week/1-day system.36:40 – Quiet Business ≠ Safe Business: Why Founders Get NervousBuilding visibility when things feel “too quiet”—and what to track.39:00 – What’s Next? Thinking 6–24 Months AheadStrategic thinking beyond firefighting: efficiency, forecasting, and AI.41:00 – AI Will Turn Agencies into SaaS CompaniesWhy agencies need to build databases, agents, and automation to stay ahead.45:00 – Hiring Fewer, Higher-Powered People with ToolsHow team size, tooling, and culture will evolve in the age of automation.

If you’ve hired a COO, Director of Ops, or Head of Operations—and they’ve failed to get traction or scale your backend—this is your wake-up call.Jordan Ross breaks down the real reason marketing agencies, SMMAs, and ad agencies keep cycling through operators who never quite “get it.” Spoiler: most operators are trained to manage, not architect. And if you don’t hire or train for system design, you’re setting them (and your agency) up for failure.🔍 What You’ll Learn:Why your last operations hire failed (and why it’s not entirely their fault)The 4 operational skill sets every operator must have to scale an agency→ Architect, Develop, Implement, SustainThe hidden gap between agency culture and true operations trainingHow Amazon-style ops thinking creates the infrastructure to scale to $5M, $10M, and beyondWhat most founders are completely missing before AI changes everything📌 Quote:“Most operators are trained to manage systems, not build them. If you don’t hire for architecture, you’ll keep stalling at $2M–$5M forever.”🚀 Ready to Build an Ops System That Actually Works?If you're stuck under $5M and tired of being the bottleneck, visit 👉 https://8figureagency.coOur team will help you design, build, and implement the systems that run your agency without you.