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.

This Agency Owner Was Skeptical—Until He Landed His First Client in 4 Weeks
- You buy the promise, then get stuck with a ghost-town “community” where no one shows up when you actually need help.
- You waste hours on long-winded training that overexplains everything but never tells you what to do next.
- You’re trying to sell B2B with zero reps, zero confidence, and no structure—so every sales convo feels like guessing.
- You’re under pressure to provide for your family, but your income still depends on inconsistent effort and hope.
- You know you have the skills to deliver, but you don’t have a client acquisition engine—so you’re always one slow month away from panic.
- Landed his first paying B2B contract about 1 month after joining (first real agency revenue milestone).
- Generated pipeline through the Authority Funnel (paid ads → IG DMs), creating a repeatable path to new revenue instead of “random luck.”
- Attracted a “dream prospect” (remodeling company) through the same system—higher likelihood of stronger monthly retainers.
- Reduced wasted spend/time on low-support programs by plugging into a system with daily-ish coaching access and recordings (fewer costly mistakes).
- Built infrastructure (offer + sales assets + operating system) that supports consistent execution—setting up more stable income growth vs. feast-or-famine.

"From Solo Agency Owner to 12-Person Team at $80K/mo in 8 Months"
- Running everything manually again — managing clients, deliverables, and team members with no clear system.
- Feeling like growth meant sacrificing personal time and sanity (missing moments with her kids).
- Wasting hours testing tools that didn’t integrate or scale properly.
- Struggling to find and train reliable team members who could operate without her constant supervision.
- Seeing her expertise go under-monetized because operations, not vision, consumed her day.
- Scaled from $0 → $80,000/month in just 8 months.
- Grew from 1 person to a 12-person team — fully systemized inside Notion with clear workflows.
- Saved thousands of dollars by implementing proven ad frameworks and systems instead of trial-and-error.
- Regained 10+ hours per week of personal time — now volunteers at her kids’ school and works with peace of mind.
- Built a repeatable, scalable infrastructure that lets her focus on strategy and leadership — not daily chaos.

Mike Scaled to $50K/mo by Doing LESS for His Clients
- Overworked & Underpaid: Delivering 90–120 content pieces per client while charging too little to stay profitable.
- No Scalable Systems: Onboarding, fulfillment, and communication were fully manual, consuming hours per client.
- Unclear Offer Positioning: Selling based on deliverables instead of outcomes made the service look like a commodity.
- Chaotic Workload: His wife handled all editing and production, leading to exhaustion and zero time for growth.
- CEO Bottleneck: Mike was stuck inside the day-to-day operations with no structure, delegation, or team leverage.
- Scaled from $17.5K → $60K/month: Tripled monthly revenue by refining offers and focusing on ROI-driven outcomes.
- Doubled Prices, Cut Workload by ⅔: Streamlined fulfillment while maintaining — even improving — client results.
- Automated Client Onboarding: Reduced onboarding time from 1 hour to 60 seconds using Agency U’s SOP systems.
- Built a Scalable Team: Grew from 3 to 11 members, allowing Mike and his wife to fully step out of day-to-day fulfillment.
- On Track for $100K Months: Built a scalable, high-margin agency model with systems, strategy, and structure to sustain growth.

Why Selling "Deliverables" Was Slowly Killing HIS Agency
- Commodity Trap: Editing videos became a low-margin, replaceable service with no unique value proposition.
- No Systems: Operations were run on paper and whiteboards, causing disorganization and missed follow-ups.
- Underpriced Offers: Lacked confidence to charge premium prices or structure payments for long-term retainers.
- Weak Sales Process: Sales calls were unstructured, slow follow-ups killed momentum, and limiting beliefs capped prices.
- No Client Success Framework: Without tracking systems or CSMs, client relationships were inconsistent and hard to scale.
- Added $5K–$10K MRR: Expanded beyond editing to full “Authority Funnel” + ad management offers.
- Boosted Profit Margins from 45% → 70%: Increased prices and trimmed unnecessary costs.
- Signed 5–10 New Clients Quickly: With clear systems and conviction in the offer, client acquisition accelerated.
- Launched Scalable Systems: Built automated client tracking, sales dashboards, and CRM workflows in Notion.
- Built a Real Business, Not a Job: Transitioned from freelancer chaos to a structured, high-margin agency that can scale sustainably.

She Closed 15 Clients Without a Brand or Case Studies ($30K+/mo)
- No Direction or Clarity: She had no idea what an offer was, how to price it, or what “running an agency” truly meant.
- No Brand or Credibility: Started with zero reputation, no case studies, and no business license — making it hard to gain trust.
- Zero Sales or Marketing Background: Didn’t know how to generate leads or close clients, let alone run paid ads.
- Overwhelmed by Manual Work: Tried to handle editing, fulfillment, and sales herself without systems in place.
- Fear of Wasting Money: Nervous about investing in ads and coaching with no proof it would work.
- 15 Clients in Under 6 Months: Built a full client roster with all-retainer deals — from a standing start.
- $30K+/Month in Revenue: Scaled to consistent $30K+ months with a brand-new offer and system.
- $6–$7 Cost per Lead: Achieved extremely low-cost leads using the Agency U Authority Funnel.
- Hired 4 Team Members: Brought on editors and assistants to handle client work as she focused on growth.
- Fully Automated Agency Systems: Built out fulfillment and onboarding using Agency U’s ready-to-use OS templates, freeing her from day-to-day tasks.

$10K in 10 Days: The Systems That Did It For Max
- Unpredictable Revenue: Making as little as $1,500/month with no consistent clients or income stability.
- No Lead System: Relying on outdated manual outreach like letters and cold calls that never converted.
- Undervalued Services: Charging per video and feeling guilty asking for upfront payment.
- Zero Systems: Invoicing manually, tracking projects through random notes, and wasting hours on admin.
- Lack of Direction: No roadmap, mentorship, or clarity on how to scale a real business.
- Closed $10K in 10 Days: Scaled from $1.5K months to $10K in just over a week after restructuring his offer.
- Built a Scalable Offer: Shifted from deliverables to outcome-driven $5K+ packages with clear ROI.
- Automated Lead Generation: Implemented the Authority Funnel and cold email systems that could book 100+ calls on demand.
- Created a True Operating System: Centralized fulfillment, outreach, and client tracking inside Notion — running like a machine.
- Gained Confidence & Clarity: Developed a repeatable growth plan to hit $20K–$100K/month, backed by real systems and mentorship.

From a Cubicle to Agency CEO | How Max Got 12 Clients in 4 Months
- Employee Mindset: Felt trapped in a corporate routine, unsure how to transition into full-time agency ownership.
- Undefined Offer: Couldn’t articulate what made his SEO services unique or why clients should choose him.
- No Client Acquisition System: Relied on hope and referrals instead of predictable lead generation.
- Fear of Paid Ads: Hesitant to invest in marketing without a proven offer or system in place.
- Lack of Confidence: Struggled to take decisive action, second-guessing every move while competitors gained ground.
- Signed 12 Clients in 4 Months: Went from zero to a full client roster with multiple new deals in the pipeline.
- Scaled to $16K/Month: Reached consistent monthly recurring revenue through paid ads and a clear offer.
- Profitable Ad Strategy: Turned $700 in ad spend into $12,000 in new MRR within his first month.
- Created a Productized Offer: Built the “SEO Sprint System,” compressing 12 months of SEO into 12 weeks with guaranteed results.
- Full Confidence as an Agency CEO: Transitioned from employee to business owner with the roadmap, systems, and mindset to scale toward $50K/month.

From Freelancer to $10K RETAINERS (How ONE Shift 2X His Agency)
- Feast-or-Famine Revenue: No consistent income, constantly swinging between busy and dry months.
- Unclear Offer & Positioning: Taking any kind of project without a defined niche or value proposition.
- No Sales Framework: Lacked confidence and structure in calls, often underselling his services.
- Disorganized Operations: No systems or project management—everything tracked manually.
- Unable to Scale: Couldn’t hire or delegate because all processes lived in his head.
- Hit First $10K Month: Scaled from random freelance gigs to consistent $10K/month retainers within 2 months.
- Doubled Revenue: Productized his social media content offer, positioning himself as an authority in his niche.
- Built Recurring Income: Shifted from one-off projects to stable monthly retainers with realtors and designers.
- Implemented Systems: Adopted Agency U’s Notion Client Portal and project management templates for smooth delivery.
- Hired First Team Member: Onboarded his first editor, freeing time to focus on growth and client strategy.

$1k on Ads to $30k/mos – The Exact Systems He Used
- Feast-or-Famine Revenue: Living in constant income swings with no predictable revenue streams.
- Unreliable Lead Generation: Depending solely on referrals and organic content to attract clients.
- Inefficient Sales Process: Writing custom proposals and pricing from scratch for every client.
- Lack of Systems: No structured processes for delivery, onboarding, or delegation — forcing Mario to do everything himself and preventing him from scaling.
- Added $20K in a Single Month: Implemented the Momentum Campaign to generate rapid revenue growth.
- Built a Predictable Acquisition Engine: Launched a $20/day Authority Funnel ad, generating an additional $10K+ and creating a clear tiered offer structure ($4K, $6.5K, $8K/month), eliminating the need for custom proposals.
- Saved 10+ Hours per Week: Automated onboarding, email, and task systems to free up time and reduce manual work.
- Delegated Key Responsibilities: Built and trained a creative and outreach team, offloading editing, cold outreach, and appointment setting to focus on growth and leadership.
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THIS Podcast Agency Hit $30k/mos After Fixing This ONE Thing
- No Repeatable Process: Saying yes to every request created a custom scope for every client, making it impossible to scale.
- Unclear Offer: Their services were output-focused and vague, which made it difficult to close deals consistently at premium prices.
- Unqualified Leads: Sales calls were filled with low-quality, unqualified prospects—wasting time and draining morale.
- Misaligned Expectations: Clients wanted high-ticket results on low-ticket budgets, leading to churn and frustration.
- No Clear Niche or Sales Process: Their approach was scattered, relying on hustle instead of a defined strategy.
- Scaled to Consistent $30K/Month: Achieved predictable recurring revenue after restructuring their offer.
- Improved Sales Efficiency: Reduced call volume but increased close rates by qualifying better and targeting warm, high-intent leads.
- Commanded Premium Pricing: Shifted from selling “services” to selling “outcomes,” allowing them to charge more confidently.
- Systematized Lead Generation: Used AgencyU’s cold outreach frameworks to increase open rates, replies, and booked calls.
- Saved Dozens of Hours Monthly: Eliminated messy, custom client work and created a streamlined delivery model.

From a Garage Freelancer to 100k/mo Studio Owner | FULL Story
- Glorified Freelancer Syndrome: You're the editor, the shooter, the sales rep, the client manager... and you're drowning in it all.
- Custom Chaos: Every offer is different, making it impossible to scale, productize, or predict cash flow.
- Order Taker Trap: Clients dictate your process, making you look like every other agency and racing you to the bottom on price.
- System-less Struggle: No project management, no automation, just whiteboards and your brain trying to hold it all together.
- Burning Out Alone: No community, no guidance, no clarity—just long days, missed moments, and a business that collapses without you.
- $100K+/Month Revenue: From garage freelancer to running a high-performing, scalable studio with consistent revenue.
- Time Freedom: Able to take a full month off with family in Colombia—no loss in business, no emergencies.
- Team of 11: Built a powerhouse team and systems so solid, the business runs without constant oversight.
- Productized Offer: Clear, outcome-driven offer that attracts premium clients and repels price-shoppers.
- Growth Clarity: Crystal clear roadmap for hiring, scaling, and growing sustainably—no more guessing or reacting.
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How This Content Agency Went From $8K/Month to $30K/Month In 3 Months
- Burnout from wearing every hat: Gabrielle was doing everything—sales, fulfillment, client success, operations—leaving her exhausted and stuck in place.
- Zero backend systems: Tasks were scattered, team members were unclear on roles, and deadlines were constantly missed.
- No scalable offer or pricing structure: Each project felt like starting from scratch, making it impossible to grow revenue predictably.
- Reliance on inconsistent referrals: With no sales pipeline or authority funnel, growth depended solely on word-of-mouth—unreliable and slow.
- Paralyzing imposter syndrome: She didn’t feel confident pitching her packages or charging premium rates because results weren’t guaranteed.
- 3x revenue growth in 90 days: Jumped from $8K/month to $30K/month in retainer revenue.
- Reclaimed her time: Built a full backend operating system and delegated clearly-defined roles to her team—freeing up her day-to-day.
- Premium offer and pricing confidence: Implemented an outcome-driven “Authority Funnel” that delivers client results—and justifies higher rates.
- Nationwide client acquisition: Went from local, word-of-mouth work to remote, nationwide packages with scalable delivery systems.
- Award-winning campaigns and industry recognition: Won a 2024 Markham Gold Award for ROI-driven client work fueled by the new systems and funnels.
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From $20k to $100K/mo | How this BURNT-OUT agency owner built an agency that runs without him
- You feel like you’re drowning in work, stuck editing videos at 2AM while clients ghost your invoices.
- You’re the bottleneck in every part of the business—if you don’t do it, it doesn’t get done.
- You’ve tried offers, tweaks, social posts, and even flying out to clients—but still struggle to land consistent deals.
- You keep hiring freelancers, but they never "just get it"—and managing them becomes a second job.
- You’re exhausted, considering shutting it all down, and asking yourself, “Is this even worth it anymore?”
- Scaled from $20K to $104K/month in revenue—in less than a year.
- Built a 25+ person team to handle fulfillment, sales, and operations—so he doesn’t have to.
- Fully removed himself from production—some clients are happy and he’s never even met them.
- Now operates a business that grows even when he’s offline, not just a job that depends on him.
- On track for $200K/month while working ON the business, not IN it.
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From $50k to $120K/Month, Here’s EXACTLY How He Did It
- Stuck in “freelancer purgatory” — doing everything for clients without a scalable offer or clear boundaries
- Saying yes to the wrong clients who drained time, energy, and morale
- Service delivery was a mess with no repeatable backend, no systems, and no real operational infrastructure
- Always working in the business instead of on it — no time freedom, no strategic thinking
- Revenue capped around $15K–$20K/month with no clear path to growth
- Scaled from $15K to $120K/month, with consistent six-figure months
- Built a 20+ person team with defined pods, roles, and a focus on scale
- Removed himself from fulfillment entirely and fully stepped into the CEO role
- Developed clear, three-tiered service packages built for scalability and higher margins
- Built a systemized, sustainable operation that supports long-term growth and client retention
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THIS Real Estate Media Agency Adds $20k from $140 in Ads (IN 2 WEEKS)
- Inconsistent Revenue: Agencies struggle to predict when their next project or client will come, making it nearly impossible to scale predictably.
- Overwhelming Workload: Owners wear too many hats, handling everything from shooting and editing to client management, leaving no time for strategy or growth.
- Lack of Systems: Without systems, scaling leads to chaos, missed deadlines, and unhappy clients, resulting in wasted opportunities.
- Low Confidence in Sales: Many agency owners have no experience in sales, making it hard to close deals for higher-ticket retainers.
- Scope Creep & Undervaluing Services: They often undercharge for services and allow clients to demand more without additional compensation, leading to burnout and frustration.
- $20,000 Added Revenue in 2 Weeks: Achieved by dialing in their offer and spending only $140 in ads.
- 10x ROI: Turned their initial investment in systems and training into exponential financial returns.
- Consistent Retainers: Secured multiple high-ticket clients, creating reliable monthly revenue streams.
- Reduced Time on Operations: Implemented plug-and-play systems that allowed the owner to delegate and reclaim personal time.
- Sales Confidence: Closed 100% of the last three sales calls with a new framework, converting cold leads into long-term clients.
THIS Creative Agency 9X Their Revenue With Our NEW Notion Systems
- Constantly saying "yes" to every client request, leading to an overwhelming workload and no clear direction.
- Feeling like they had created a demanding job for themselves, not a business that works for them.
- Struggling with cycles of feast and famine, never knowing when or where the next client would come from.
- No systems in place, resulting in constant stress, sleepless nights, and the inability to scale.
- Working far below their potential, often making less than minimum wage when factoring in hours worked.
- 9X Revenue Growth: Scaled from $3,000/month to $27,000/month in recurring revenue in just nine months.
- Predictable Income: Achieved consistent project pipelines, eliminating financial uncertainty.
- Time Freedom: Built systems that reduced workload, allowing them to sleep better and reclaim personal time.
- Scalable Systems: Transitioned from working in their business to working on their business, enabling sustainable growth.
- Clarity and Confidence: Gained direction and focus on high-impact tasks, driving results instead of wasting time.

Established Agency Owner Received $30k With Just ONE Ad (CASE STUDY)
- Unpredictable Income: The agency relied on one-off projects and referrals, leading to inconsistent revenue and no scalable "bread-and-butter" offer.
- Time-Consuming Chaos: Lack of systems meant Dimitri was involved in every step, from reviewing videos to managing client relationships, leaving no time to scale.
- No Scalable Offer: Without a streamlined, repeatable service, scaling felt impossible and exhausting.
- Information Overload: Previous programs lacked practical accountability, leaving Dimitri overwhelmed and stuck in a cycle of overanalyzing.
- Burnout Looming: Dimitri was on the path to exhaustion, unable to delegate effectively or focus on bigger-picture growth.
- $30k Monthly Revenue: Grew a single offer to $30,000/month in just four months with only one ad, creating a sustainable revenue stream.
- 6-Figure Contracts: Secured $100,000+ in contracted revenue, spending just $2,500 on ads—a 40x return on ad spend.
- Saved 20+ Hours Weekly: Built systems that eliminated his involvement in day-to-day operations, allowing him to focus on scaling.
- Scalable Systems in Place: Automated workflows from lead generation to client onboarding, enabling predictable and efficient operations.
- Path to $100k Monthly Revenue: Clear vision and strategy to reach $100,000/month within six months while maintaining high-quality deliverables.
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THIS Video Agency Owner Went From Burnout to $30K Months in 6 Months
- No Clear Systems or Processes: Spending endless hours on projects with no efficient workflows, leading to burnout.
- Inconsistent Income: Earning spikes followed by dry periods due to a lack of predictable client acquisition strategies.
- Overwhelming Client Demands: Letting clients dictate deliverables, spending 6+ hours on shoots, and still facing endless revisions.
- No Work-Life Balance: Constantly working on weekends, traveling, and editing late into the night with no time to rest or recharge.
- Lack of Confidence: Struggling to position himself as an authority, leading to taking on low-quality, time-consuming clients.
- Consistent $30K Months: Built a scalable business model that consistently generates five-figure months.
- Saved 20+ Hours Per Week: Implemented systems and automations that freed up his time to focus on high-value tasks.
- Built a High-Performing Team: Hired a skilled photographer, videographer, and editor, enabling him to scale while improving quality.
- Achieved Predictable Results: Learned to create strategic, targeted campaigns that deliver measurable ROI for clients.
- Set Clear Boundaries: Developed a productized offer and established expectations, leading to better client relationships and higher-quality projects.
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The SYSTEM That Made THIS Freelancer into a Full-Time Agency
- They’re seen as a commodity, easily replaced by in-house staff or cheaper alternatives, leaving them chasing clients who don’t see their value.
- Endless editing work drains their energy and creativity, making it nearly impossible to focus on business growth.
- Struggling to secure retainer clients, they live gig to gig, with no reliable cash flow or financial stability.
- They lack clarity on how to create an offer that’s valuable enough to justify premium pricing.
- Without systems, they’re overwhelmed, managing every aspect of the business alone, and unable to envision scaling.
- Secured 7 retainer clients paying between $3,500–$6,500 per month, generating $23,000/month in consistent revenue.
- Eliminated 150+ hours of editing work per month by leveraging systems, automation, and outsourcing.
- Gained financial clarity and stability with a predictable retainer model, ending the cycle of inconsistent income.
- Built a strategic offer that differentiates them from competitors and keeps clients renewing long-term.
- Freed up time to focus on scaling the business, resulting in a stronger work-life balance and renewed motivation.
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Ken Made $100K in 7 Weeks with This NEW Offer in His Agency (CASE STUDY)
- Disjointed Systems: Managing clients through scattered tools created communication gaps and a lack of operational clarity.
- Overwhelmed Team: The team struggled to track project progress, leading to missed deadlines and manual errors.
- Sleepless Nights: Ken constantly worried about whether deliverables were completed and on time due to poor visibility.
- Custom Client Deals: Tailored agreements for each client made processes inefficient and scaling almost impossible.
- CEO Bottleneck: Ken was stuck in daily operations, unable to focus on strategy and business growth.
- $100,000 Revenue in 7 Weeks: The new offer generated substantial revenue in record time.
- Streamlined Operations: Centralized systems reduced repetitive tasks and improved efficiency by 40%.
- Increased Profitability: Standardized client agreements boosted margins and eliminated inefficiencies.
- Reduced Team Size: Optimized workflows allowed for a smaller, more effective team, reducing overhead.
- Peace of Mind: Improved visibility and control enabled Ken to focus on strategy and growth rather than day-to-day operations.

Freelancer Scales to $50k MRR (CASE STUDY)
- Custom Every Time: No productized offer, so you rebuild from scratch for each client and nuke margins.
- Feast-or-Famine Pipeline: Inconsistent lead gen and no repeatable acquisition engine keeps revenue volatile.
- Client-Controlled Scope: Endless revisions and shifting deliverables force you into low-profit work.
- Founder Bottleneck: Ops live in your head—no SOPs or fulfillment system—so you can’t delegate or scale. (This case specifically struggled with no defined acquisition or fulfillment systems.)
- Commoditized Positioning: Selling tasks instead of outcomes leads to discount pricing and redlined workload.
- Hit ~$50K MRR: Built a recurring-revenue model instead of one-off gigs.
- From ~$4K/mo Baseline to $50K MRR: Transformed a low, inconsistent starting point into stable monthly revenue.
- Higher Average Deal Value: Productized, outcome-based offers supported premium pricing (inferred from the case’s focus on systems and offer clarity).
- Stronger Margins: Standardized delivery and boundaries reduced overwork and protected profit (inference from “no systems” → built systems).
- Time Back to Sell & Grow: With fulfillment systematized, the founder could reinvest time into pipeline and leadership (inference).
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How Ryan Added $34,000 in 2 Weeks in his SMMA
- 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.
- $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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The Retainer Model That Grew This Real Estate Agency to $100k
- 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.
- 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.
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He fired himself from his agency…Here’s what happened
- 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.
- $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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Freelancer to $50K/Mo Agency: Matt's Journey to Business Owner
- 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.
- 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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Video Agency QUADRUPLED With This Simple Strategy
- 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.
- 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.
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6 Figure Agency in 6 Months
- 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.
- 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.
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How Dylan went from 3k/mo to over 20k/mo
- 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.
- 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.
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How Cutting 75% of His Clients Created Clarity
- 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.
- 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.
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How Jordan CRUSHED $10k in 90 Days
- Lack of Clarity: Struggled with the glorified freelancer mindset, offering a wide range of services without a clear focus.
- Overworked and Underpaid: Spent countless hours on low-leverage tasks that didn’t scale or move the business forward.
- No Acquisition Systems: Lacked a reliable process for acquiring clients and fulfilling services efficiently.
- Burnout from Solo Work: Juggled every aspect of the business alone, with no scalable systems or team support in place.
- Streamlined and Scalable Offer: Simplified his services into a repeatable, profitable delivery system.
- Implemented Core Systems: Built client acquisition, fulfillment, and talent processes that enabled sustainable growth.
- Hit $10K Month: Grew from one client to five ongoing retainers, reaching his first $10,000 month in just four months.
- Hired Key Talent: Brought on and trained a video editor using a proven framework, allowing him to focus on growth while maintaining quality.
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Doubling His Business in 3 Months going from Freelancer to Agency Owner
- Freelancer Bottleneck: Juggled shooting, editing, and sales alone with no clear systems in place.
- Capacity Limits: Could only handle two clients at a time due to lack of time and operational structure.
- Stalled Growth: Tried to scale by learning from books and videos but couldn’t implement effective strategies.
- No Systems or Team: Lacked the support and processes needed to grow beyond solo freelancing.
- Doubled Monthly Revenue: Scaled from $5K to $10K/month in just three months.
- Expanded His Team: Hired five part-time editors to delegate production work efficiently.
- Implemented Systems: Built streamlined workflows in Notion to simplify project management and free up time.
- Gained Clarity and Confidence: Developed a scalable business model with consistent retainer clients and a clear path for future growth.
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Gabe DOUBLED His Real Estate Media Agency Doing THIS...
- Chaotic Systems: A disorganized CRM and scattered workflows caused inefficiency and confusion.
- Inconsistent Income: Relied heavily on fluctuating real estate listings, making revenue unpredictable.
- Unclear Offers: Lacked a clear strategy and positioning to secure consistent retainer clients.
- Operational Overwhelm: Struggled to juggle short-form content creation with project fulfillment, leading to burnout.
- Transformed Workflows: Adopted Notion to organize CRMs, SOPs, and automate key processes—saving time and eliminating confusion.
- Doubled Retainer Revenue: Shifted focus to high-value retainers, growing from $6–7K/month to $13K/month, stabilizing income despite market shifts.
- Strategic Sales Growth: Streamlined offer creation and sales processes, leading to more effective calls and multiple new retainers closed.
- Scalable Infrastructure: Delegated tasks, began hiring strategically, and set clear growth targets to scale toward $50–100K/month within six months.
- Proof of Leverage: Gabe’s success shows that systematizing operations and focusing on high-value retainers is key to scaling sustainably.
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How This 18-Year-Old Built a 50K/Month Business While in School!
- No Clear Offer or Positioning: You’re taking any type of work just to keep revenue coming in, making it impossible to scale or charge premium pricing.
- Inconsistent Income: Months swing from high to low, making cash flow unpredictable and stressful.
- Founder Bottleneck: All decisions, delivery, and operations run through you—so you can’t take time off without the business stalling.
- Commoditized Perception: Prospects see you as a task-doer, not a trusted authority, so they negotiate hard and underpay.
- Burnout Loop: Constantly saying “yes,” working nights and weekends, with no systems to support sustainable growth.
- $50K+ Monthly Revenue: Scaled from inconsistent project work to predictable, systemized income.
- Standardized Offer & Delivery: Created a clear, repeatable offer that allowed for faster sales cycles and scalable fulfillment.
- Doubled Average Deal Size: By positioning as a strategic partner, not a vendor, pricing power and close rates improved dramatically.
- Removed the Founder Bottleneck: Hired a lean team and implemented SOPs, freeing up time to focus on growth.
- Predictable Pipeline: Built a reliable lead generation and sales system, eliminating feast-or-famine cycles.

How This Freelancer Went From $1k to $15k in 4 Weeks (CASE STUDY)
- Custom Every Time: No productized offer, so every project restarts from zero and nukes margins.
- Feast-or-Famine Pipeline: Inconsistent lead gen and referral dependence keep revenue volatile (mirrors Giuliana’s pre-case chaos).
- Scope & Revisions Run You: Clients dictate deliverables; timelines slip, profit evaporates.
- Founder Bottleneck: No SOPs/ops infrastructure—everything lives in your head, blocking delegation.
- Commoditized Positioning: Selling tasks instead of outcomes forces discount pricing and low-quality clients.
- From ~$1.7K/mo to $15K in 4 Weeks: Rapid revenue jump documented in the case/video.
- Stabilized Cash Flow: Shifted from sporadic gigs to structured, repeatable work (inference from systems + clearer offer focus).
- Higher Margins: Standardized delivery and tighter scopes reduced over-servicing (inference).
- Increased Effective Hourly Rate: Cut low-value labor/revision loops via clearer boundaries and process (inference).
- Deal Quality Upgraded: Clearer positioning enabled premium pricing and better-fit clients (inference).
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How Max's Content Agency Makes Podcast Go Viral
- Inconsistent Income: Earned $4–5K/month from scattered one-off jobs with no predictable revenue.
- Unclear Offer: Took on too many different tasks for various clients without a focused, differentiated service.
- No Sales or Onboarding Process: Operated without contracts or structured systems, leading to late payments and poor client retention.
- Freelancer Ceiling: Felt stuck as a glorified freelancer, unable to scale due to lack of systems and niche clarity.
- Created a Strategic Offer: Developed a viral-focused podcast clipping service designed to stage breakout moments and drive podcast growth.
- Built Reliable Systems: Implemented contracts, onboarding, and streamlined processes, increasing consistency and professionalism.
- Scaled Revenue: Grew from $4–5K/month to $15K/month in stable, predictable income.
- Positioned as a Strategist: Shifted from “video editor” to trusted podcast strategist, winning long-term retainers.
- Became an Agency CEO: Transitioned from chaotic freelancer to organized agency owner with a clear vision for future growth.
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Justin was a confused freelancer to having clarity with $40k/mo running a team (CASE STUDY)
- Pricing Uncertainty: Constantly second-guessing their pricing structure, leading to anxiety over losing money or undercharging.
- Feast-or-Famine Cycles: Financial stability felt impossible with unpredictable revenue and sporadic leads.
- Client Insecurity: Fear of losing clients in the tight-budget restaurant industry created instability and stress.
- No Support System: Shouldering every responsibility themselves led to burnout and operational overwhelm.
- Unclear Value Proposition: Lack of a compelling offer made it difficult to consistently attract quality leads.
- Scaled to $40K/Month: Transitioned from inconsistent $5–15K months to a stable $40K/month in revenue.
- Built a Solid Team: Formed a cohesive team of four, turning the agency into a structured, well-organized operation.
- Clarified Their Offer: Developed a strong, resonant value proposition that connected with clients and drove growth.
- Systematized Operations: Implemented efficient systems and processes, freeing them to focus on scaling strategically.
- Secured High-Value Deals: Gained clarity, support, and momentum—landing major contracts including a $70K deal with a prominent entrepreneur.
- Restored Confidence: Regained stability and belief in their vision, allowing Justin to fully embrace his role as CEO.
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$4K to $20K: The Accountability and Systems That CHANGED Our Agency (CASE STUDY)
- Custom Every Time: No productized offer, so every project starts from zero and margins evaporate.
- Pipeline Droughts: Inconsistent lead gen—weeks of silence followed by random spikes—kills forecasting.
- Scope Creep & Revisions: Clients drive the scope; timelines slip, profit disappears, resentment rises.
- Founder Bottleneck: No SOPs or delegation; you’re the editor, PM, closer, and firefighter—24/7.
- Commoditized Positioning: Selling tasks instead of outcomes forces discount pricing and low-quality clients.
- $30K–$50K+ MRR Consistently: Shifted to retainers with a clear, outcome-based offer.
- 2–3× Avg. Deal Size: Moved from $1–2k projects to $3.5–$6.5k/month retainers.
- +20–35% Net Profit Margin: Standardized delivery, tightened scopes, and stopped over-servicing.
- 20–30 Hours/Week Saved (=$5–8k/mo in founder time): Automation, SOPs, and a lean fulfillment pod.
- Lower CAC & Faster Payback: Built a repeatable acquisition system (content + outbound + referrals) that reduced cost per client and stabilized cash flow.
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Scaling From $25k/month to $80k/month
- Declining Revenue & Stagnation: Growth hit a standstill while revenue trended down in a commoditized editing market.
- No Strategic Direction: Offers weren’t clearly positioned, so prospects saw “just another editor” instead of a partner.
- Custom-Every-Time Delivery: Rebuilding scopes from scratch torched margins and timelines.
- Pricing Pressure: Competing on tasks and time invited discounting and low-quality clients.
- Founder Bottleneck: Even with a remote team, lack of systems kept decisions and quality control on the founder’s plate.
- Scaled from ~$25K/mo to ~$80K/mo: Documented jump in monthly revenue.
- Differentiated, Productized Offer: Clear positioning reduced price shopping and raised average deal value.
- More Predictable Cash Flow: Shift from ad-hoc projects to structured, repeatable engagements stabilized month-to-month revenue.
- Higher Margins: Standardized workflows and tighter scopes cut over-servicing.
- Better Founder Leverage: Strong remote team + systems freed leadership time for sales and growth.

“Not Just Skills—A System: My Jump to $15K/Month With Agency U”
- Making decent money some months, then stressing the next because income wasn’t predictable
- Having strong skills but no clear system to consistently turn them into high-ticket clients
- Feeling underpaid for the value delivered and stuck in small, low-leverage deals
- No clear path from “freelancer” to real agency owner with structure and confidence
- Watching others scale faster while wondering what piece he was missing
- Increased monthly revenue from ~$4–5K to $15K+ per month
- Achieved that growth in just 1.5 months, not years
- Upgraded lifestyle, including moving into a downtown high-rise apartment
- Built a real business model instead of relying on random client wins
- Created momentum and confidence knowing income is scalable and repeatable

“Not Just Skills—A System: My Jump to $15K/Month With Agency U”
- Making decent money some months, then stressing the next because income wasn’t predictable
- Having strong skills but no clear system to consistently turn them into high-ticket clients
- Feeling underpaid for the value delivered and stuck in small, low-leverage deals
- No clear path from “freelancer” to real agency owner with structure and confidence
- Watching others scale faster while wondering what piece he was missing
- Increased monthly revenue from ~$4–5K to $15K+ per month
- Achieved that growth in just 1.5 months, not years
- Upgraded lifestyle, including moving into a downtown high-rise apartment
- Built a real business model instead of relying on random client wins
- Created momentum and confidence knowing income is scalable and repeatable

“Built to Scale: $100K/Month with the AgencyU System”
- Past experience scaling a company without systems, knowing how fragile and stressful that path is.
- Skepticism toward coaching programs that don’t deliver tangible, operational results.
- A growing agency without a fully built fulfillment and lead generation infrastructure.
- Risk of bottlenecks and burnout as revenue increased without the right backend in place.
- Desire to scale fast without repeating past mistakes.
- Reached $100,000/month in revenue by month three after implementing custom-built systems.
- Built scalable fulfillment and lead generation funnels designed specifically for her agency.
- Avoided costly trial-and-error by investing in systems that supported rapid growth.
- Created an operational foundation capable of supporting six-figure months consistently.
- Positioned the agency for continued scaling without chaos, burnout, or breakdowns.

“How Better Systems Drove Sales in 30 Days”
- Operating with systems that worked, but didn’t scale smoothly as demand increased.
- Feeling unsure whether growth would create opportunity or operational chaos.
- Losing time and momentum due to inefficient internal processes.
- Difficulty forecasting growth without predictable systems in place.
- Knowing the business could do more, but lacking the structure to unlock it.
- Increased sales in under 30 days after implementing AgencyU systems.
- Created operational clarity that supports consistent monthly revenue growth.
- Reduced friction in sales and delivery, saving time that can be reinvested into scaling.
- Gained confidence in the future of the business with systems built to support expansion.
- Positioned Bloom Metric for long-term, sustainable growth without burnout.

“The Systems That Made It Click”
- Operating without a clear system, causing unnecessary stress and mental overload.
- Feeling stuck in reactive mode instead of building a business that runs predictably.
- Facing the same problems as other agency owners but trying to solve them alone.
- Lack of clear, immediate actions that actually move the business forward.
- Difficulty staying confident in the direction of the business amid constant chaos.
- Implemented organized, step-by-step systems that immediately improved daily operations.
- Reduced stress and mental fatigue, freeing up time to focus on revenue-generating work.
- Gained clarity on what actions drive growth, improving consistency in client delivery and sales.
- Avoided costly trial-and-error by following proven frameworks used by other successful agencies.
- Built momentum toward more predictable monthly revenue and scalable growth.

“Run Your Agency on Systems, Not Stress”
- No clear “do this next” direction, leading to analysis paralysis and stalled progress.
- Spending hours trying to design systems instead of actually running and growing the agency.
- Overengineering workflows that should have been simple and repeatable.
- Difficulty aligning the team around how pipelines should flow day-to-day.
- Feeling overwhelmed by tool sprawl and disconnected systems that don’t talk to each other.
- Implemented a plug-and-play operating system that eliminated months of trial and error.
- Saved dozens of hours per month by copying proven workflows directly into Notion.
- Reduced operational costs by avoiding custom system builds and unnecessary software.
- Improved team efficiency, enabling the agency to support more clients without adding headcount.
- Built a scalable operational foundation that supports higher revenue growth without added chaos.

“Dialed-In Offers, Instant Cash Flow — The AgencyU Effect”
- An offer that sort of worked, but didn’t feel strong or scalable enough to build a team around.
- Fear of hiring too early or incorrectly, knowing one bad hire could kill margins.
- Inconsistent momentum — wins would happen, but they weren’t predictable or repeatable.
- No clear system to follow up, upsell, or maximize existing opportunities.
- Constant mental pressure wondering, “Can this actually scale, or am I about to cap out again?”
- Generated $4,500+ in revenue within the first few days of launching the Momentum Campaign.
- Increased cash flow quickly through upsells and structured follow-ups, without new ad spend.
- Built confidence in a scalable offer that can support team growth and higher revenue ceilings.
- Reduced guesswork by following proven systems, saving hours of manual decision-making each week.
- Positioned the agency for sustained monthly growth instead of one-off wins.

“How AgencyU Helped Close Deals Before Running Ads”
- Struggling to clearly articulate the offer, leading to long sales calls and confused prospects.
- Low confidence during presentations due to lack of structure and a proven sales flow.
- Deals stalling because prospects weren’t fully clear on deliverables, outcomes, or next steps.
- Relying on “winging it” in sales conversations instead of following a repeatable system.
- Knowing the service works, but lacking the tools to communicate its value in a way that closes.
- Locked in 3 new clients scheduled to start in January 2026 using a structured AgencyU sales deck.
- Increased close rate by reducing objections and unnecessary questions on sales calls.
- Shortened sales cycles by clearly defining the offer, pricing, and outcomes upfront.
- Improved presentation confidence, leading to more consistent deal flow and predictable revenue.
- Built a scalable sales process that sets the foundation for paid ads and accelerated growth.

“The AgencyU Blueprint That Built a Real Business”
- Running a custom service model that forced her to reinvent the wheel for every client, leaving zero room to scale.
- Feeling trapped inside a business that behaved like a demanding job — no leverage, no systems, no breathing room.
- Big revenue goals with no viable offer that could actually get her there without burning her out.
- Constant decision fatigue from guessing what to do next instead of following proven frameworks.
- The emotional exhaustion of doing everything manually, constantly pivoting, and never feeling like the business was “built on purpose.”
- Built a new, streamlined offer that is highly scalable, immediately increasing her revenue potential.
- Shifted from a custom VA model to a content agency with a clear path to her financial goals.
- Eliminated dozens of hours per week of manual work through frameworks, giving her back time she can now reinvest into growth.
- Created a business model capable of doubling or tripling capacity without doubling her workload.
- Positioned her agency to hit significantly higher monthly revenue targets — without burning out or sacrificing quality of life.

"Stephen Frost | Avoided having to get q second job because of wins form program"

"Streamlined systems, bigger clients, growth."

"I landed a $15,000 contract in my FIRST MONTH"

"We made our investment back x3 in 3 months"

"Agency U has been invaluable"

"I landed a retainer client in less than 3 weeks!"

"Agency U has been the BEST investment"

"If you're on the fence, just do it"

"I owe getting my happiness back in my agency to you!"

"If you're thinking about joining, stop thinking, and start doing"

"Agency U is 100% the BEST investment i've ever made"

"Day 1 being in Agency U I realized how big I could make this"

"I was in the agency grind until Agency U"

"I got leads and clients within the first two weeks AND was able to delegate!"

"It's worth EVERY single penny"

"Would 100% recommend to fast track growth"

"Agency U literally has the the blueprint"

"We tripled our business"

"We hit 6 figures in 6 months"

"From $15k/mo to $50k/mo in RETAINERS"

"Clear offers, streamlined systems, and sales confidence led to real business growth."
Our Wall Of Wins
FAQs
We’ve worked with all types of agencies across the board. Every agency is different which means that each agency receives a personalized game plan that is custom to their agency.
The minimum amount of hours Agency U members put in to get results is 5 hours per week to get a substantial result. As we always say in Agency U “If you don’t make the time for systems, you will never have the time.”
Agency U is not a course, it is a mentorship program that involves 1:1 calls with 7 figure agency owners, it involves done for you systems buildout, a community of 200+ agency owners, 24/7 slack support access and access to live in person community events.
You’ll have 24/7 slack access support from our two co-founders Austin and Gilberto along with 1:1 strategy calls paired with unlimited 1:1 implementation calls from your dedicated coach (who is an agency owner doing $50k/month in his agency).
Agency U is designed by agency owners for agency owners. Our team is compromised our co-founders who are owners of 7 figure agencies who started their agencies in 2018. Most agency programs will usually be either lead generation focused or talent acquisition/systems focused. Agency U is a program that covers all 9 levers to grow your agency which are: Client Acquisition System, Sales Infrastructure, Agency Operating System, Agency Authority, Talent Acquisition System, Becoming A CEO, Agency Finance Mastery, 7 Figure Agency Mindset, and Productized & Scalable Offer
Agency U is a mentorship program to help agencies scale. The co-founders Gilberto and Austin have both scaled past $100k/month in their agencies which means they are able to beginner agency owners as well as established agency owners. We have agency owners across the spectrum ranging from beginners to agencies doing $100k+/months which means agencies will benefit from having a strong community of agency owners that have knowledge, skillsets and experiences to contribute to the group.





























































































































