How to Scale an Agency

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 - 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.

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 - 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.

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 - 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.

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 - 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.

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

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...

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.

Episode Summary:https://constraintcalculator.scoreapp.com/In this eye-opening solo episode, Jordan Ross, founder of 8 Figure Agency, breaks down a critical and often overlooked issue holding agencies back from true AI integration: schema and tech stack structure. While everyone is excited about AI, almost no agencies are prepared to implement it at scale—and the result is costly mistakes, hallucinations, and wasted time. Jordan shares how his team builds “agentic solutions” for agencies, the role of structured databases, and why relying solely on GenAI will leave you exposed.⏱️ Chapters: – Why 99% of agencies are not AI-ready – What is an AI brain and how it's built – Agentic solutions and workflow automation – The myth of being “tech stack ready” – Schema: the missing piece in your AI transition – Why GenAI isn't enough – Cost, hallucinations, and why shortcuts fail – The danger of unstructured data – Who this applies to and how to get startedTo learn more go to 8figureagency.co

In this episode, Jordan Ross (Founder of 8 Figure Agency) delivers a wake-up call for founders riding the AI hype wave. If you're running a 7-figure social media agency and think a master prompt or ChatGPT flow will fix your chaotic backend — think again.Jordan breaks down a real story from a $4–5M/year agency whose founder believed AI could replace structure, SOPs, and real operational thinking. He explains why this mindset is not just wrong — it's dangerous — and how it's keeping agencies capped at $1–2M/year while others are quietly building $10M systems.You'll learn:Why AI amplifies chaos if your ops are brokenThe difference between automations and AIWhat elite founders are building to dominate new nichesHow to audit whether your team is using tools to scale or copeIf your agency uses AI and you're not seeing compounding results — this is the episode you need.

https://constraintcalculator.scoreapp.com/In this episode, Jordan Ross sits down with Ben Fisher to unpack the transformative power of AI in business. From humble beginnings on a tree farm in Maine to becoming a trailblazer in AI consulting, Ben shares his personal journey and the pivotal moments that shaped his path. The conversation dives into AI-driven tools like CircleBack and Lindy, which are revolutionizing workflows, meetings, and data management. Together, they explore the real-life applications of AI, the importance of community learning, and how AI is here to augment—not replace—human potential in business.– The AI Revolution: Embracing Change– Ben Fisher: A Journey Through Tech and AI– Navigating the AI Landscape: Tools and Strategies– Optimizing Workflows: The Role of AI in Productivity – Meeting Management: Tools for Efficiency– Research and Data Management: Leveraging AI – Learning and Adapting: Overcoming Challenges in AI– The Future of AI Consulting: Opportunities Ahead– Building Connections: The Value of Community in AI – Exploring New Ventures: Ben's Future PlansTo learn more, go to 8figureagency.co

Key Takeaways:✅ AI isn't coming — it's here. If you're not leveraging AI for your funnels, fulfillment, and time management, you're already behind.✅ New AI Lead Magnets:Jordan breaks down exactly how he's rolling out AI-powered lead magnets to grow 8F:Example 1: Save $25K — A simple audit tool that analyzes a P&L to uncover up to $25K in potential software cost savings per year.Example 2: Agency Valuation — A quick assessment that tells agency owners what their business is worth and how to increase that value.✅ How to Build This Fast:Use Manus to design the product roadmap (inspired by Greg Eisenberg's ‘My First Million' episode).Hire a no-code developer on Upwork (look for bolt.new developers or use platforms like Bubble).Build the landing page on Replet, plug in your OpenAI API, and deliver custom reports automatically.✅ Cost & Speed:Jordan shares how he built what used to cost $10K and took 2 months — now achievable for under $100 in 24 hours using modern tools and AI.✅ Big Mind Vitamin:If you're buried in operations and can't find time to implement these high-leverage moves — you need to get out of the day-to-day NOW or risk getting left behind as AI changes everything.

https://constraintcalculator.scoreapp.com/ In this episode, Jordan Ross dives deep into why digital marketing agencies must embrace AI over the next 6–12 months to stay competitive. He outlines a clear, actionable roadmap for agency leaders to build internal AI capabilities, covering everything from creating robust infrastructure to auditing and refining SOPs, structuring centralised data, and implementing AI-driven workflows. Jordan doesn't sugarcoat the urgency: agencies that fail to act now risk falling behind or even shutting down.Chapters — The Urgency of AI Adoption — Building the Right Infrastructure for AI — Structuring Data for AI Efficiency— Implementing AI Solutions in Your AgencyTo learn more go to 8figureagency.co

SummaryIn this episode, Jordan Ross dives deep into what it really takes to scale an agency effectively. He shares practical strategies around operational efficiency, the importance of clearly defined roles, and why founders must focus on high-leverage activities. Jordan explores how non-billable operations, team-building, and even taking personal breaks can unlock insights that drive growth. He also breaks down how churn data and pricing adjustments can make or break your revenue trajectory, and how AI is reshaping the future of agency operations.Chapters– Introduction to Agency Growth Strategies– Defining Roles for Operational Efficiency– The Importance of Non-Billable Operations– Common Patterns in Agency Growth Challenges– The Value of Taking Breaks as a Founder – Leveraging AI for Operational Efficiency– Building a Dream Team for Scaling– Adjusting Pricing for Sustainable Operations– Understanding Churn Data for Revenue GrowthTo learn more go to 8figureagency.co

In this episode, Jordan Ross delivers a clear message: AI is here, but most businesses aren't ready. He explains why agencies and entrepreneurs need to stop treating their businesses like marketing funnels and start thinking like architects of long-lasting infrastructure. Rushed systems and short-term thinking are costing founders time, money, and relevance. Jordan shares how to future-proof your operations by designing them for scale, sustainability, and AI integration—before it's too late.⏱ Chapters:– The Urgency of AI Preparedness– Structuring Your Business for AI Success– Rethinking Operational Infrastructure– The Importance of Long-Term PlanningTo learn more go to 8figureagency.co

What An 100 Year Old Lightbulb Taught Me About Marketing & Scaling

In this episode, Jordan Ross dives into what's actually holding most agency founders back—and it's not AI. He unpacks the concept of “time wedges” as a tool for regaining strategic focus, shares cautionary tales of tragedy to highlight the fragility of founder-led businesses, and makes a strong case for why you must stress-test your culture before you scale. You'll also hear about Jordan's unique “Hiring Three” approach to reduce hiring risk, and how effective delegation is the only way to go from operator to true CEO.Whether you're drowning in delivery, stuck in hiring purgatory, or scaling too fast without the systems to support it—this episode is a must-listen.To learn more go to 8figureagency.co

In this conversation, Jordan Ross discusses the patterns of elite performance in business, emphasizing the importance of data-driven decision-making and operational efficiency. He shares insights on how successful individuals and teams track their metrics and make informed decisions based on data. Ross also highlights the need for focus in marketing and business strategies to drive growth and success.To learn more, go to 8figureagency.co

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

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