How to Scale an Agency 🚀

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 - 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.

Jesse Kay, the founder of Vyber Media, scaled his performance marketing agency to remarkable heights while still in his early 20s. He shares insights on transitioning from a reactive to a proactive approach in agency growth, emphasizing strategic thinking and delegation. Jesse discusses the importance of blending automation with personal connections in a client-focused agency. He also reveals how he built strong relationships with 9-figure and Fortune 500 brands, demonstrating that networking and dedication can significantly shape one’s entrepreneurial success.

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 - 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.

In this engaging conversation, Emily Call, VP of Operations at Brand North, reveals how she led a transition from Asana to Notion, saving the digital marketing agency a remarkable $300K annually. The discussion highlights the impact of daily team check-ins and automated time tracking on accountability and efficiency. Emily elaborates on how these changes uncovered hidden inefficiencies and streamlined operations, setting the agency on a path for AI-driven workflows and future growth. Tune in for actionable insights on optimizing your agency's tech stack!