How to Scale an Agency

In this episode, Jordan Ross unpacks how he scaled his holding company to $13 million in annual revenue — and why he intentionally scaled it back to $5 million to regain clarity, control, and profitability.He breaks down the biggest lessons learned in hiring, equity structuring, and partnership dynamics that every agency owner should understand. Whether you're building a single business or managing multiple ventures, these insights will help you avoid common pitfalls and scale with precision.⏱️ Chapters00:00 – Building a $13M Holding Company02:03 – Why A+ Talent Changes Everything03:28 – Hiring and Scaling With Intention04:38 – Date Before Marriage: Partnership Timing06:30 – The True Value of Equity09:49 – Vesting Schedules That Prevent Regret11:20 – Defining Ownership in Complex Structures12:40 – Why You Should Pay As You Go14:23 – Revenue Share Benchmarks That WorkTo learn more go to 8figureagency.co

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:

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)

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.

Take our free assessment that will tell you what you need to do to grow your business:constraintcalculator.scoreapp.com

I may launch a PE firm...but there's much to figure out.In this discussion, I bring in a 9 figure founder from my network to discuss this play. This is a behind the scenes look at what a conversation like this looks like.

How Ryan James & Rocket SAAS Added 120k MRR in 24 months

Watch the YT video for the full insights: https://youtu.be/cHOOYdE5-dY?si=mAX9q7XOnI7_hPTx

I sat down with Aaron Reid to break down how he books hundreds of meetings each month using cold email to sell SEO services. We cover his exact process, key strategies, and lessons learned from scaling outreach at this level. If you're running outbound for SEO—or any service—this is a must-listen.

I had a private consulting call and recorded it for you guys.There is a lot of good insights for any business of any size.Check it out!

Want to 3-5x your business growth in 2025? There's one simple hack that can make all the difference. In this video, I'll break down exactly what it is, why it works, and how you can start using it today to scale faster and more efficiently. Don't miss this!

I didn't think I would ever say this, but I'm selling 8F.Listen to learn why!8figureagency.co

I lost everything I own in the LA Fire. Here is my story

Watch the video here : https://www.youtube.com/watch?v=3JTXrAMbTaM

Watch the full video here:https://youtu.be/PuV033MfeKM?si=WDv7H5eiJxXyds-B

Listen in and get a simple framework to set you up for BIG success in 2025. This is how I start every single yearDid 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, or msg 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?Email - aj@revenueboost.netFacebook – https://m.me/ajcassata1Linkedin – https://www.linkedin.com/in/ajcassata/https://www.youtube.com/@ajcassataofficial. 
>>>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/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Learn how we made one simple tweak to a cold email campaign and our clients offer, which doubled the results with no extra money spentDid 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, or msg 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?Email - aj@revenueboost.netFacebook – https://m.me/ajcassata1Linkedin – https://www.linkedin.com/in/ajcassata/https://www.youtube.com/@ajcassataofficial. 
>>>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/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Need help with your agency finances? I did too.After 3 bad accountants I started my own accounting firm bc I couldnt trust anyone.Check it out here: 8figurefinance.com

Im going to be a centi-millionaire. I share how I now know this and begin sharing the initial components of my plan.DONT miss this. Big strategy podcast.-----------------------------Before its too late, let us review your financials so you don't get Fd by your bookkeeper or CPA.8figurefinance.comI got screwed. I got Fd. So I started an accounting firm so you don't with two INSANELY talented CPAs.

Join our paid low ticket community: https://www.skool.com/the-8f-academyGet help with your taxes or bookkeeping: 8figurefinance.com

AI is coming and you need to be ready for it...I brought on Lucas, my old cohost of the podcast, to talk AI and how he is using it after selling his marketing agency.Check out his current AI product: https://app.menloiq.com/signup

Brandon Parker 5.6x'd his agency in 12 months.He came onto the podcast to share how.From 15k MRR to 86k MRR.You wont want to miss this.

>>>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.netFacebook – https://m.me/ajcassata1Linkedin – 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/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Want to double your business? The best way is to get out of client services.That's exactly what Sam, the founder and CEO of the Moonlighters did with us over the last year.Tune in to learn how!

>>>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.netFacebook – https://m.me/ajcassata1Linkedin – 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/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

>>>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.netFacebook – https://m.me/ajcassata1Linkedin – 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/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Want to get your mind blown? Alex built and sold a saas for 10M on an earn out in 3 monthsHe broke down his current operating model with us and we had some cool ideas

The next big thing is here when it comes to Outbound lead generation & cold email, and it's called Clay. It helps you incorporate AI into your outbound campaigns to get insane results.I came up with 24 creative ideas and use cases of how you can use AI to supercharge your cold email campaigns, to show you the possibilities!If you want the document where I listed them out, comment below or email me "Document" and I'll share it.You can get 3000 free Clay credits by signing up here:https://clay.com?via=d7730fAnd we use Instantly.ai as our go to cold email sending tool, try it herehttps://instantly.ai/?via=aj>>>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.netFacebook – https://m.me/ajcassata1Linkedin – 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/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Thanks so much for joining us this week. Want to subscribe to How to Scale an Agency? Have some feedback you'd like to share? Connect with us on iTunes and leave us a review!

Join Chris's Agency Freedom Event this December in San Diego - tickets at http://agencyfreedomlive.com/ and he shared a discount code for our podcast, at AJ10 Follow Chris on Linkedin here https://www.linkedin.com/in/chrismartinez13/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.

Thanks so much for joining us this week. Want to subscribe to How to Scale an Agency? Have some feedback you'd like to share? Connect with us on iTunes and leave us a review!

We're gifting you a copy of Daves book - grab it here!https://www.systemology.com/revenue-boost/Dave has helped literally 1000s of entrepreneurs "fire themselves" and gain true freedom from their business, by giving a step by step playbook to build systems and processes that don't require the owners time. This will be a 2 part series because this information is so valuable and it's helped my business so much. Enjoy!Connect with Dave BelowLinkedin. https://www.linkedin.com/in/david-jenyns/Work with him https://www.systemology.com/profile/re? Connect with us on iTunes and leave us a review!

Make sure to check this out on YouTube to watch this too!

You're in for a treat, Kasim is a BEAST! He's mastered what it takes to scale agencies and has done it 5 times. One of his agencies is Solutions 8, a top ranked Google ads agency with 100+ employees. He credits a lot of his success in his ability to hire the best people & build all star teams, which is what we'll dive into today. You might remmeber Kasim, we had him on the show 9 months ago and he was one of the most requested guests to come back for a 2nd episodeConnect with Kasimwww.Kasim.meAlso, here's the 40 min masterclass I mentioned at the end, where Kasim goes deeper into his hiring process https://www.youtube.com/watch?v=F9JlKznj81w&pp=ygUha2FzaW0gc3VwZXIgc2VjcmV0IGhpcmluZyBwcm9jZXNz>>>Want to scale monthly revenue 2X with our Linkedin + Email systems?Book a 20 min call with me to create your acquisition strategy together.Visit www.revenueboost.net/contact OR book directly here athttps://link.revenueboost.net/widget/bookings/growth-with-aj-20>>>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.netFacebook – https://m.me/ajcassata1Linkedin – 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/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Join 8F Skool: https://www.skool.com/the-8f-community-8411

Dave has helped literally 1000s of entrepreneurs "fire themselves" and gain true freedom from their business, by giving a step by step playbook to build systems and processes that don't require the owners time. This will be a 2 part series because this information is so valuable and it's helped my business so much. Enjoy!Connect with Dave BelowLinkedin. https://www.linkedin.com/in/david-jenyns/Work with him https://www.systemology.com/profile/>>>Want to scale monthly revenue 2X with our Linkedin + Email systems?Book a 20 min call with me to create your acquisition strategy together.Visit www.revenueboost.net/contact OR book directly here athttps://link.revenueboost.net/widget/bookings/growth-with-aj-20>>>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.netFacebook – https://m.me/ajcassata1Linkedin – 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/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Thanks so much for joining us this week. Want to subscribe to How to Scale an Agency? Have some feedback you'd like to share? Connect with us on iTunes and leave us a review!

Jhana has helped over 100+ agencies grow to 7 + 8 figures and will share the #1 most important element she's discovered to unlock infinite growth. If you're stuck, this may be the exact fix you need.Connect with Jhana below!Linkedin https://www.linkedin.com/in/jhana-li/Work with her www.spyglassops.com>>>Want to scale monthly revenue 2X with our Linkedin + Email systems?Book a 20 min call with me to create your acquisition strategy together.Visit www.revenueboost.net/contact OR book directly here athttps://link.revenueboost.net/widget/bookings/growth-with-aj-20>>>Btw - 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.netFacebook – https://m.me/ajcassata1Linkedin – 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/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Thanks so much for joining us this week. Want to subscribe to How to Scale an Agency? Have some feedback you'd like to share? Connect with us on iTunes and leave us a review!

Jordan does a 1 on 1 private consulting call with Johan, a web dev agency owner looking to get more leads.Join 8F skool here:https://www.skool.com/the-8f-community-8411

>>>Want to scale monthly revenue 2X with our Linkedin + Email systems?Book a 20 min call with me to create your acquisition strategy together. Visit www.revenueboost.net/contact OR book directly here athttps://link.revenueboost.net/widget/bookings/growth-with-aj-20>>>Btw - 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.netFacebook – https://m.me/ajcassata1Linkedin – 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/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Want to join 8F FREE Skool? Join us here:https://www.skool.com/the-8f-community-8411Thanks so much for joining us this week. Want to subscribe to How to Scale an Agency? Have some feedback you'd like to share? Connect with us on iTunes and leave us a review!

>>>Want to scale monthly revenue 2X with our Linkedin + Email systems?Book a 20 min call with me to create your acquisition strategy together. Visit www.revenueboost.net/contact OR book directly here athttps://link.revenueboost.net/widget/bookings/growth-with-aj-20>>>Btw - 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?Facebook – https://m.me/ajcassata1Linkedin – https://www.linkedin.com/in/ajcassata/Or email me at aj@revenueboost.net>>>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/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Thanks so much for joining us this week. Want to subscribe to How to Scale an Agency? Have some feedback you'd like to share? Connect with us on iTunes and leave us a review!

From sending millions of outreach messages and helping our clients to book 1000s of sales calls...We've cracked the code on how to write a cold email that gets you clients.Enjoy!>>>Want to scale monthly revenue 2X with our Linkedin + Email systems?Book a 20 min call with me to create your acquisition strategy together. https://link.revenueboost.net/widget/bookings/growth-with-aj-20>>>Btw - 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?Facebook – https://m.me/ajcassata1Linkedin – https://www.linkedin.com/in/ajcassata/Or email me at aj@revenueboost.net>>>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/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Listen as Jordan consults LIVE on call !

Today, I'll walk you through a simple planning process that helps you reverse engineer and achieve ANY sales goal for your company.It's not enough to wish for more clients, more money, more revenue.A goal without a plan is just a wish!So I'll talk through our step-by-step process to create specific sales goal and outline a plan to get there.The best part about this framework is that it is SO simple.And if you'd like my help to do this with you 1:1, book a call with me!>>>Want to scale monthly revenue 2X with our Linkedin + Email systems?Book a 20 min call with me to create your acquisition strategy together. https://link.revenueboost.net/widget/bookings/growth-with-aj-20>>>Btw - 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?Facebook – https://m.me/ajcassata1Linkedin – https://www.linkedin.com/in/ajcassata/Or email me at aj@revenueboost.net>>>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/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.