

How to Scale an Agency 🚀
How to Scale an Agency 🚀
Jordan Ross, Lucas James, and AJ Cassata share everything you need to know about scaling your agency. The hosts are each running their own 7 figure agencies and while on the podcast, bring on guests and conduct solo episodes on how you can easily scale your agency. You'll gain expert insights on lead generation, sales, operations, offers, pricing, retention and SO much more!.
Episodes
Mentioned books

Nov 3, 2025 • 16min
Why Most 7-Figure Agencies Fail to Hit 8 Figures (And How to Avoid It)
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

Nov 1, 2025 • 46min
How Kasim Aslam Built SIX 7-8 Figure Companies - Interview 3/3
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 - aj@revenueboost.net 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.

Oct 27, 2025 • 23min
LLM & GEO SEO: How to Drive Traffic and Scale Your 7-Figure Marketing Agency
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

Oct 13, 2025 • 17min
Agency M&A Gold Rush: How to Sell Your Agency for Maximum Valuation
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

Oct 6, 2025 • 23min
How Ad Agencies Can Access $100M in Credit to Scale Faster
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

Sep 29, 2025 • 23min
Secrets to Scaling an Advertising Agency: How Peter Tams Took Clever Digital to $10M/Year
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

Sep 22, 2025 • 16min
How Jive PR & Influencer Digital Marketing Agency Saved $60K/Year by Switching to Go High Level CRM
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

Sep 17, 2025 • 23min
Lessons from Building and Selling Multiple 8-Figure Agencies: Scaling, Rev-Share & M&A Strategies
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

Sep 8, 2025 • 20min
TikTok Shop Agency Growth: Client Acquisition Funnels, CRM Systems & Paid Ads That Scale
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

Sep 1, 2025 • 38min
Storytelling With Video To Make Your Brand Stand Out - With Stewart Cohen
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 - aj@revenueboost.net 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.


