How to Scale an Agency 🚀

In this episode, Jordan Ross sits down with Jordan Rosenberg to break down one of the most overlooked cash flow tactics in entrepreneurship: Velocity Banking. They dive into how agency owners and entrepreneurs can strategically restructure their debt using a line of credit to minimize interest, improve liquidity, and unlock growth. Learn how to turn debt into a tool — not a burden — by leveraging techniques like zero-percent credit cards, AR management, and interest arbitrage. If you're scaling a service business and feeling the cash crunch, this is the episode you didn’t know you needed.To learn more, go to 8figureagency.co

In this powerful conversation, Jordan Ross and guest Josh unpack the complex transitions we all face as our careers evolve, our children grow up, and our identities shift.They dive deep into what it means to find fulfillment beyond work, why purpose evolves over time, and how to navigate the emotional and mental challenges that come with major life changes. Whether you’re a founder, a parent, or simply someone in transition — this episode will give you frameworks and reflections to help you reconnect with who you are and what comes next.To learn more go to 8figureagency.co

Jordan Ross shares his journey of scaling a holding company to $13 million and intentionally shrinking it back to $5 million for better control. He emphasizes the need for A+ talent and intentional hiring to build a strong agency team. Key lessons include the importance of gradually nurturing partnerships, managing equity wisely, and the nuances of effective vesting schedules. Listeners will gain valuable insights to avoid pitfalls and achieve sustainable growth in their own agency ventures.

What You'll Learn in This Episode:Josh Crouch joined 8 Figure Agency (8F) in Year 3 of his journey. Within 10 months, he scaled from $330k to $500k in revenue — and in this episode, he breaks down exactly how he did it.When Josh joined us in June 2024, his agency was in a tough spot:2 of 4 operational leaders had just quitSales pipeline dried up after back-to-back eventsHis cofounder Brittany shifted from Head of Sales → Head of CX… and sales droppedHere’s how we helped him turn it around:🔧 1. Installed Operational LeadershipJosh didn’t need more ideas — he needed an operator.We helped him hire someone to:Build processesMap systemsDocument SOPsThis person became the heartbeat of the backend.⚙️ 2. Upgraded Customer Journey SystemsWe rebuilt onboarding to deliver a world-class experience.Defined CS workflowsCreated ownership across onboarding & deliveryEmpowered the CS team to own execution✅ 3. Implemented SWCL (Start / Win / Challenge / Learn)Josh was skeptical at first.But once implemented:Team felt more organizedLeadership had visibilityMorning huddles became high-impact

In today’s episode, I sit down with Patrick O’Driscoll — Co-Founder & CEO of The Visionary Group — to break down exactly how he and his team scaled from $80k/month to nearly $180k/month in just 6 months.And they didn’t do it with paid ads first.They did it by fixing their operations.We walk through the exact backend changes they made, the mistakes they cleaned up, and what it really looks like to build an operational foundation that can scale.If you’re an agency owner stuck in the day-to-day — this is your blueprint.What You’ll Learn:1. Where The Visionary Group Was Before Working With 8F$1M/year but stuckOverlapping rolesZach (their COO) was overwhelmedNo meeting structureGrowth came organically but fulfillment was messy2. The 6-Part Framework We Used to Help Them Scale→ Clarity on Roles & MeetingsDefined exact roles, responsibilities, KPIsCut meetings down to 2 per week (Ops + Strategy)Everyone got time back→ Documented Processes & OwnershipMapped workflows in NotionAssigned clear ownershipMade onboarding and fulfillment scalable→ Hiring RoadmapForecasted hires 1-2 months aheadBuilt internal training programsHired 20+ team members cleanly (without chaos)→ Paid Ads Only After Fixing DeliveryBuilt a backend that could handle volumeThen turned on paid acquisition→ Onboarding & Training SystemsInternal decks

How to Build a Billion Dollar Holdco (Jordan Ross Solo & FAQs)

🚀 7 Figures, No Employees? Mike Koziol reveals how he built a highly profitable business using productized offers—without hiring a massive team. In this episode (Part 3 of 3), we dive into his strategy, mindset, and the systems that make it all possible.🔹 How to scale without adding overhead🔹 The power of productized services🔹 Lessons from growing a lean, high-margin businessDon't miss this breakdown of a scalable agency model that works!.GIFT - Get the Agency Standardization Toolkit here - a special resource bundle Mike prepared just for our listeners!https://mikekoziol.com/agency-standardization-toolkit/>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email? It’s free for podcast listeners. Email me to get it, or message me on FB https://m.me/ajcassata1 and I’ll send you it! Thanks 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/ >>>Have you joined our official Facebook Community yet, where we give FREE weekly trainings? Join 10,000+ other agency owners and let’s scale together. https://www.facebook.com/groups/b2bsalesandmarketingsecrets Community members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

🚀 7 Figures, No Employees? Mike Koziol reveals how he built a highly profitable business using productized offers—without hiring a massive team. In this episode (Part 2 of 3), we dive into his strategy, mindset, and the systems that make it all possible.🔹 How to scale without adding overhead🔹 The power of productized services🔹 Lessons from growing a lean, high-margin businessDon't miss this breakdown of a scalable agency model that works!.GIFT - Get the Agency Standardization Toolkit here - a special resource bundle Mike prepared just for our listeners!https://mikekoziol.com/agency-standardization-toolkit/>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email? It’s free for podcast listeners. Email me to get it, or message me on FB https://m.me/ajcassata1 and I’ll send you it! Thanks 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/ >>>Have you joined our official Facebook Community yet, where we give FREE weekly trainings? Join 10,000+ other agency owners and let’s scale together. https://www.facebook.com/groups/b2bsalesandmarketingsecrets 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 chat, I bring in a trusted advisor to help me identify if i should build a PE firm.He has built and sold 6 companies, has a portfolio of 30 companies.Need help growing your business?go to constraintcalculator.scoreapp.com to learn what to fix in your business & a free AI business assessment.

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