How to Scale an Agency 🚀 48524k

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 deg 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 Planning To 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 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. ⏱️ Chapters 00:00 – Building a $13M Holding Company 02:03 – Why A+ Talent Changes Everything 03:28 – Hiring and Scaling With Intention 04:38 – Date Before Marriage: Partnership Timing 06:30 – The True Value of Equity 09:49 – Vesting Schedules That Prevent Regret 11:20 – Defining Ownership in Complex Structures 12:40 – Why You Should Pay As You Go 14:23 – Revenue Share Benchmarks That Work To learn more go to 8figureagency.co

What You'll Learn in This Episode: Josh Crouch ed 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 ed us in June 2024, his agency was in a tough spot: 2 of 4 operational leaders had just quit Sales pipeline dried up after back-to-back events His cofounder Brittany shifted from Head of Sales → Head of CX… and sales dropped Here’s how we helped him turn it around: 🔧 1. Installed Operational Leadership Josh didn’t need more ideas — he needed an operator. We helped him hire someone to: Build processes Map systems Document SOPs This person became the heartbeat of the backend. ⚙️ 2. Upgraded Customer Journey Systems We rebuilt onboarding to deliver a world-class experience. Defined CS workflows Created ownership across onboarding & delivery Empowered the CS team to own execution ✅ 3. Implemented SWCL (Start / Win / Challenge / Learn) Josh was skeptical at first. But once implemented: Team felt more organized Leadership had visibility Morning 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 stuck Overlapping roles Zach (their COO) was overwhelmed No meeting structure Growth came organically but fulfillment was messy 2. The 6-Part Framework We Used to Help Them Scale → Clarity on Roles & Meetings Defined exact roles, responsibilities, KPIs Cut meetings down to 2 per week (Ops + Strategy) Everyone got time back → Documented Processes & Ownership Mapped workflows in Notion Assigned clear ownership Made onboarding and fulfillment scalable → Hiring Roap Forecasted hires 1-2 months ahead Built internal training programs Hired 20+ team cleanly (without chaos) → Paid Ads Only After Fixing Delivery Built a backend that could handle volume Then turned on paid acquisition → Onboarding & Training Systems Internal 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 business Don'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 the show and we LOVE reading your ! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ >>>Have you ed our official Facebook Community yet, where we give FREE weekly trainings? 10,000+ other agency owners and let’s scale together. https://www.facebook.com/groups/b2bsalesandmarketingsecrets Community 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 1 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 business Don'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 the show and we LOVE reading your ! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ >>>Have you ed our official Facebook Community yet, where we give FREE weekly trainings? 10,000+ other agency owners and let’s scale together. https://www.facebook.com/groups/b2bsalesandmarketingsecrets Community 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.

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.

🚀 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 1 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 business Don'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 the show and we LOVE reading your ! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ >>>Have you ed our official Facebook Community yet, where we give FREE weekly trainings? 10,000+ other agency owners and let’s scale together. https://www.facebook.com/groups/b2bsalesandmarketingsecrets Community also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

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. 🎧 Connect with Aaron: 🔗 https://www.linkedin.com/in/aaronreidlifestyle/ 🌎 http://serpire.ai/ Check it out here 👇 >>>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 the show and we LOVE reading your ! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ >>>Have you ed our official Facebook Community yet, where we give FREE weekly trainings? 10,000+ other agency owners and let’s scale together. https://www.facebook.com/groups/b2bsalesandmarketingsecrets Community also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

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!