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Schedule A CallOur case studies offer a deep dive into the real-world impact we’ve had on agencies just like yours. Each case study highlights the unique challenges faced by our clients, the strategies we implemented, and the measurable results that followed.
Gina’s agency in California started as a one-woman show — no team, no systems, and no structure — just her juggling every client, deliverable, and late-night task. After building and exiting a multi-million-dollar e-commerce brand, she knew the pain of scaling without systems: endless chaos, burnout, and wasted time. Determined not to repeat history, she joined Agency U to build her second business the *right* way — with real systems, processes, and people. In less than eight months, Gina went from near-zero revenue to $80K/month, scaling to a 12-person team running entirely inside Notion. With streamlined workflows and complete operational clarity, she now spends her days leading, creating, and being fully present for her kids — all while running a calm, system-driven agency that scales without her.
Mike’s agency in Utah started by taking on anything and everything just to land clients — from websites to 100+ pieces of content a month — leaving him and his wife overworked, underpaid, and stuck in constant chaos. With no systems, unclear offers, and deliverables that far outweighed the retainers, the business felt unscalable and exhausting. After joining Agency U, Mike refined his offer around outcomes instead of volume, doubled his prices, and cut workload by two-thirds while improving client results. By automating onboarding, building a real team, and stepping out of day-to-day fulfillment, he scaled from $17.5K to nearly $60K/month — and is now confidently on track to hit $100K months with a high-margin, system-driven agency.
Yousef’s agency began as a simple video editing service for coaches, but as editing became a commodity, profits shrank and growth stalled. Operating on paper with no clear systems, pricing structure, or client management processes, he found himself overwhelmed and stuck in operator mode—busy but directionless. After joining Agency U, he completely restructured his offer by adding authority funnels, CRM workflows, and AI integrations for clients, allowing him to sign 5–10 new clients and add $5K–$10K in recurring monthly revenue. With stronger sales systems, higher pricing, and streamlined operations in Notion, his profit margins jumped from 45% to nearly 70%, transforming his disorganized freelance setup into a scalable, high-margin agency that runs like a real business.
Lily, a ministry worker from Sacramento, started her agency from absolute zero — no brand, no experience, no case studies, and no idea what an “offer” even was. Using her husband’s unused podcast equipment, she set out to make extra income but had no direction, pricing strategy, or credibility. Despite having no background in marketing or sales, she joined Agency U, followed every step of the program, and built her business from scratch. By trusting the system and implementing the Authority Funnel, she began generating $6–$7 leads and closed 15 retainer clients in less than six months. Today, Lily and her husband run a $30K+/month agency, supported by hired editors and assistants, operating on fully automated systems that allow her to focus on growth instead of day-to-day fulfillment.
Just a few months ago, Max’s business was pure chaos — doing free work, hand-writing 300 letters a night, cold-calling strangers, and charging per video just to stay afloat. He had no systems, no predictable way to get clients, and no idea how to price or package his services. Every invoice was manual, every project unique, and every month uncertain. After joining Agency U, he rebuilt everything from the ground up — transforming his deliverable-based hustle into a scalable, outcome-driven offer that commands $5K+ retainers. With systems like the Authority Funnel, automated cold-email campaigns, and a full Notion operating hub, Max went from $1.5K months to $10K in just 10 days, built predictable client acquisition, and gained the confidence and clarity to scale toward $100K months.
Whit Morris was working a 9-to-5 job at a digital marketing agency while trying to start his own SEO business but struggled with confidence, clarity, and direction. Despite having strong technical skills, he didn’t know how to position his offer, attract clients, or stand out from competitors. He felt stuck in an employee mindset, afraid to invest in ads, and lacked any real system for growth. After joining Agency U, Whit refined his offer into a unique “SEO Sprint System,” invested $700 in ads that generated $12,000 in new monthly revenue, and quickly scaled to 12 clients and $16K/month. In just four months, he transitioned from uncertain freelancer to confident agency owner with the structure and momentum to scale toward $50K/month.
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