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In-Depth Success Stories

Our 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.

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How Cutting 75% of His Clients Created Clarity

Before
  • High Volume, Low Clarity: Overwhelmed by servicing a large number of clients without a strategic plan for growth.
  • Lack of Confidence: Unsure about which direction to take and hesitant to make bold business decisions.
  • No Clear Path to Scale: Felt lost when it came to evolving the business model and improving client services.
  • Limited Guidance: Struggled to find personalized mentorship aligned with their specific growth goals.
After
  • Strategic Client Reduction: Cut 75% of their client base to focus on sustainable, high-value content management services.
  • Revenue Growth: Tripled their revenue, scaling to $60K/month while serving fewer but higher-quality clients.
  • Improved Service Delivery: Enhanced their systems to deliver better, more predictable results for clients.
  • Greater Clarity: Gained a focused direction and built a stronger, more profitable business model.

How Dylan went from 3k/mo to over 20k/mo

Before
  • No Systems or Structure: Operated without clear processes, leading to massive overwhelm and inefficiency.
  • Low Sales Confidence: Struggled to close deals consistently due to uncertainty and lack of a proven sales framework.
  • Information Overload: Consumed too much conflicting advice online, creating confusion and lack of focus.
  • No Clear Roadmap: Lacked a defined business strategy or operational plan to guide growth.
  • Burnout from Doing It All: Tried to manage every aspect of the business solo, leading to exhaustion and stagnation.
After
  • Scaled Revenue 10x: Grew from $2K/month to consistent $20K months through structured systems and strategy.
  • Automated Operations: Implemented streamlined systems and onboarding, gaining control over daily workflows.
  • Mastered Sales: Built confidence and learned to close deals consistently, fueling predictable growth.
  • Gained Time Freedom: Built a team to support fulfillment, freeing himself from daily overwhelm.
  • Mindset Shift: Gained clarity, structure, and confidence, allowing him to triple his income and enjoy life while scaling sustainably.

6 Figure Agency in 6 Months

Before
  • Unstable Foundations: Operated without solid systems, making the business feel fragile and unsustainable.
  • Scaling Challenges: Struggled to grow while maintaining high-quality deliverables for clients.
  • Hiring & Team Building Gaps: Needed effective ways to recruit, build a team, and streamline operations.
  • Overwhelmed by Infrastructure: Felt burdened by the amount of foundational work required to properly run and scale the business.
After
  • Scaled to Six Figures Fast: Grew his agency to six figures within four months of joining Agency U.
  • Implemented Scalable Systems: Used Notion, Zapier, and Slack to create structure, improve organization, and bring peace of mind.
  • Built a Strong Team: Enhanced client tracking, automated onboarding, and established reliable team operations.
  • Accelerated Growth Timeline: Saved at least two years of trial and error by applying proven systems and shortcuts.

Video Agency QUADRUPLED With This Simple Strategy

Before
  • Overwhelmed by Workload: Managed all editing and client work alone, leaving no time for strategy or growth.
  • No Clear Path to Scale: Felt stuck without a roadmap for expanding his agency while keeping quality high.
  • Inefficient Systems: Struggled with disorganized hiring, onboarding, and operational processes.
  • Wasted Time on Repetitive Tasks: Spent countless hours on video editing, scheduling, and admin work that could be delegated.
  • Lack of Creative Focus: Couldn’t prioritize high-level creative direction or business development due to being buried in execution.
After
  • Expanded Capacity: Hired editors, freeing up his time and quadrupling his ability to handle clients.
  • Streamlined Operations: Implemented efficient onboarding and client processes, boosting professionalism and saving time.
  • Focused on Growth: Shifted his energy toward higher-value creative work and business development, accelerating growth.
  • Increased Revenue: Added $20K in revenue from one strategic change.
  • Reclaimed Personal Time: Gained space to focus on family and future projects while the agency ran smoothly with systems in placed.

Freelancer to $50K/Mo Agency: Matt's Journey to Business Owner

Before
  • Unpredictable Income: Depended solely on referrals with no clear or repeatable client acquisition strategy.
  • Fear and Uncertainty: Lack of operational clarity and fear of failure held him back from fully taking control of the business.
  • Wearing All the Hats: Managed filming, editing, and client relationships alone, leading to overwhelm and burnout.
  • Leadership & Systems Gap: Struggled to step into a leadership role, build processes, and create a structure for scaling.

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After
  • Scaled His Team: Grew from a solo operator to a team of 8 (soon 9), fully transitioning to an agency model.
  • Significant Revenue Growth: Increased monthly revenue from $5K–$8K to $20K, with projections to hit $50K by early 2024.
  • Built a Predictable System: Implemented a scalable client acquisition engine using SMS outreach and by niching down to real estate.
  • Stepped Into Leadership: Gained clarity on his offer, margins, and systems, allowing him to step back from day-to-day operations and focus on growth.

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He fired himself from his agency…Here’s what happened

Before
  • Custom-Every-Time Chaos: Rebuilding deliverables from scratch for each client, nuking margins and timelines.
  • Feast-or-Famine Pipeline: No repeatable acquisition engine; weeks of silence followed by rushed, low-margin work.
  • Client-Controlled Scope: Endless revisions and shifting requests that turn profitable projects into unpaid overtime.
  • Founder Bottleneck: No SOPs or delegation—you're the closer, PM, editor, and firefighter, 7 days a week.
  • Task-Based Pricing: Selling hours and assets instead of outcomes, inviting discounting and “vendor” treatment.

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After
  • $30K–$60K+ in Predictable MRR: Shifted from one-off gigs to outcome-based retainers.
  • 2–3× Average Deal Size: Moved from $1–2k projects to $3.5–$6.5k/month retainers by productizing the offer.
  • +15–25 Margin Points: Standardized delivery and tighter scopes stopped over-servicing.
  • 20–30 Hours/Week Saved (=$5–8k/mo Founder Time): Automation + SOPs + lean fulfillment pod.
  • Faster Cash Payback: Lower CAC and sub-30-day payback on new clients through a simple, repeatable acquisition system.

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The Retainer Model That Grew This Real Estate Agency to $100k

Before
  • Unpredictable Income: Revenue fluctuated heavily during the off-season, making it difficult to plan or scale.
  • Project-Based Instability: Relied too much on one-off projects, leading to inconsistent cash flow.
  • Lack of Retainer Experience: Uncertainty around how to structure and roll out a sustainable retainer model.
  • Low Confidence in Systems: Unsure how to systematize new services without overcomplicating delivery.
  • Bottleneck Concerns: Worried about becoming the sole point of failure when introducing new offers.
After
    • Scaled Retainer Revenue: Grew to $15K/month in retainers across 12–13 clients.
    • Followed Proven Systems: Gained confidence by implementing a clear framework that eliminated scope creep.
    • Stabilized Income: Achieved consistent, predictable revenue even during slow seasons.
    • Strengthened Client Relationships: Built strong partnerships that made sales easier and growth more consistent.
    • Positioned as an Expert: Established authority with clear delivery systems, enabling sustainable scaling.

How Ryan Added $34,000 in 2 Weeks in his SMMA

Before
  • Burned out from low-ticket, high-volume real estate photography work.
  • No time or systems to scale or take on retainers.
  • Creativity stifled by repetitive, low-value shoots.
  • Struggling to transition to a content agency model with larger impact and fewer clients.
After
  • $30K–$60K+ in Predictable MRR: Shifted from one-offs to retainers with an outcome-based, productized offer.
  • 20–30 Hours/Week Saved: Automations, SOPs, and a lean fulfillment pod freed the founder to sell and lead.
  • +15–25 Margin Points: Standardized delivery and tighter scopes reduced over-servicing and protected profit.
  • 2–3× Average Deal Value: Clear transformation + authority positioning made premium pricing stick.
  • Faster Payback & Healthier Cash: Lower CAC via repeatable acquisition (content + outbound + referrals) and <30-day payback on new clients.
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