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.

Agency Category
Agency Pain Points
Agency Starting Revenue
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He fired himself from his agency…Here’s what happened

Offer
Video Agency
Hiring
Systems

Cameron was running his creative agency without structure. His business was making just shy of $500k, but it was chaotic. There was no accountability, and he was handling everything himself with a control complex.

Before

No structure or organizational clarity, leading to confusion.Cameron was overwhelmed, doing everything himself, working 7 days a week, with no time for family or growth.Struggled with pricing, profit, and delegation, leading to burnout and stagnation.Outcome / What they achieved:

After

Cameron nearly doubled his revenue in a year, reaching just under $1M.He expanded his team from 2 to 7 full-time employees and 16 contractors.He closed a $275k deal with a 92% profit margin and learned to price for profit and delegation.Cameron transitioned from a freelancer to a CEO role, allowing him to step away from daily operations and focus on vision and growth.

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$50k+

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

Video Agency
Systems
Client Acquisition

Matt was a freelancer, running a short-form video production business in Southern California, operating as a one-man show without predictable income. He had a desire to grow beyond being a "glorified freelancer" and transition into an agency owner but lacked the systems, team, and mindset to scale.

Before
  • Stuck in unpredictable, referral-based income with no clear client acquisition strategy.
  • Fear of failure and uncertainty in business operations held him back from taking control.
  • Overwhelmed by wearing all hats: filming, editing, and managing clients alone.  
  • Struggled with leadership, systematizing processes, and scaling his business.
After
  • Scaled his team to 8 (soon 9) employees, transitioning fully to an agency model.
  • Increased monthly revenue from $5K-$8K to $20K, with projections to reach $50K by early 2024.  
  • Built a predictable, repeatable system for client acquisition using SMS outreach and niching down to real estate clients.
  • Gained clarity on his offer, margins, and leadership, allowing him to step back from operations and focus on growing the business.
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0-$10k

Video Agency QUADRUPLED With This Simple Strategy

Systems
Video Agency

Stephen Sanchez, founder of Sovereign Media, was a solopreneur running his video agency, but he felt trapped by handling all aspects of his business alone. He realized he needed help to grow his agency efficiently while maintaining a boutique feel. Stephen wanted to move from doing everything himself to building a sustainable system-driven business.

Before
  • Overwhelmed by handling all editing and client work alone
  • Felt stuck with no clear path to scale his agency
  • Struggled with inefficient systems, hiring, and onboarding processes
  • Wasted valuable time on repetitive tasks like video editing and scheduling
  • Couldn’t focus on high-level creative work or business growth\
After
  • Hiring editors, freeing up his time and quadrupling his capacity to handle clients
  • Streamlining onboarding and client processes, saving time and increasing professionalism
  • Focusing on higher-value creative work and business development, enabling him to grow faster
  • Achieved $20k in additional revenue from a single strategic shift
  • Gained back personal time to focus on family and future projects while his agency operated efficiently
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6 Figure Agency in 6 Months

Video Agency
Social Media Management
Client Acquisition
Systems

Santiago Castro, owner of Optic Element, started a branding agency focusing on video, social media management, and design. Despite initial success, he lacked the foundational systems and processes necessary for growth and sustainability.

Before
  • Lack of solid systems, making the business feel unstable and unsustainable
  • Struggled with scaling while delivering high-quality products to clients
  • Needed effective ways to hire, build a team, and streamline operations
  • Overwhelmed by the amount of foundational work required to run the business
After
  • Scaled his agency to six figures within 4 months after joining Agency U
  • Implemented systems using Notion, Zapier, and Slack that provided structure and peace of mind
  • Built a team, enhanced client tracking, and automated onboarding processes
  • Saved at least two years of business growth by applying Agency U’s shortcuts and systems
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0-$10k

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

Video Agency
Lead Gen
Social Media Management
Systems
Offer

Dylan, a digital marketing agency owner, was drowning in tasks, juggling two clients, and feeling completely overwhelmed. He consumed countless YouTube videos, attempting to learn and implement, but remained stuck, earning only $2-3k per month and without any clear direction or systems in place.

Before
  • No systems in place, causing massive overwhelm and inefficiency
  • Struggled with sales confidence, limiting his ability to close deals
  • Confusion from consuming too much conflicting information online
  • Lack of a clear business roadmap or operational strategy
  • Feeling of burnout from trying to handle everything solo
After

Dylan transformed his business by implementing systems, automating onboarding, and gaining control over his operations. He scaled from $2k to $20k months consistently, closed more deals by mastering sales, and experienced time freedom by building a team. The clarity and structure provided by Agency U led to a complete mindset shift, allowing him to triple his income and enjoy life while his business grew.

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0-$10k

How Cutting 75% of His Clients Created Clarity

Real Estate Media
Video Agency
Offer
Client Acquisition
Hiring

Ian Gaty’s media agency in Milwaukee started as a real estate photography and videography business, servicing over 550 clients. Despite the volume, he and his partner were stuck in a chaotic grind with no clear direction.

Before
  • Overwhelmed by a high client volume without strategic clarity.
  • Lacking confidence in decisions and next steps.
  • Feeling lost and uncertain in how to scale the business and improve client services.
  • Struggled to find personalized guidance that aligned with their growth goals.
After

By cutting 75% of their clients, they focused on a more sustainable content management service. This transition led to greater clarity, increased revenue (3x growth to $60k/month), and improved client service delivery. Ian’s agency now operates with fewer clients but more predictable, high-ticket results, leading to a higher-quality business model.

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$50k+

How Jordan CRUSHED $10k in 90 Days

Video Agency
Social Media Management
Offer
Client Acquisition
Hiring

Jordan, co-founder of Forward Marketing, started his agency with no clear direction or systems. He was fresh from selling a recording studio and had no coach, no solid offer, and was overwhelmed trying to do everything himself.

Before
  • Struggling with the glorified freelancer mindset, offering a wide range of services but lacking clarity.
  • Overworked and underpaid, spending countless hours on tasks that weren’t scalable.
  • Lacking a clear system for acquiring clients and fulfilling services efficiently.
  • Burnout from juggling everything himself, with no scalable process or team in place.
After
  • Simplified his offer and created a repeatable, scalable, and profitable system for delivering content.
  • Implemented systems for client acquisition, fulfillment, and talent acquisition, allowing him to grow without burning out.
  • Grew from one client to five ongoing retainers, hitting his first $10,000 month in just four months.
  • Hired and trained a video editor using a proven process, enabling him to focus on growth while maintaining quality.
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0-$10k

Doubling His Business in 3 Months going from Freelancer to Agency Owner

Video Agency
Offer

Chase was a freelance videographer working solo, managing all aspects of his projects, from shooting to editing and sales. He struggled with being a one-man show, feeling overwhelmed by his limited capacity and unable to break through to the next level of growth.

Before
  • Stuck as a freelancer, juggling multiple roles without a clear system.  
  • Limited to just two clients due to lack of time and capacity.  
  • Struggled to scale his business despite trying books and videos.  
  • Unsure how to grow beyond being a solo freelancer, with no systems or team
After
  • Doubled his business in 3 months, going from $5k to $10k in monthly revenue.  
  • Expanded his team to five part-time editors, delegating work effectively.  
  • Implemented systems and processes (via Notion), freeing up time and simplifying project management.  
  • Gained the confidence and clarity to scale further, with consistent retainer clients and a more streamlined business model.
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0-$10k

Gabe DOUBLED His Real Estate Media Agency Doing THIS...

Video Agency
Social Media Management
Real Estate Media
Offer
Systems

Gabe, running a real estate media agency in Phoenix, Arizona, was overwhelmed by managing his business, struggling with disorganized systems, and balancing short-term projects and retainers. Gabe and his business partner were seeking a coach to help them streamline their operations and grow sustainably.

Before
  • Chaotic CRM and scattered workflows leading to inefficiency
  • Reliance on inconsistent real estate listings due to market fluctuations
  • Lack of clear offers and strategy for securing retainer clients
  • Overwhelm from balancing short-form video creation and project fulfillment
After
  • Introduced to Notion, which completely transformed their workflow by organizing CRMs, SOPs, and automating processes, saving them time and eliminating confusion
  • Shifted focus to securing high-value retainer clients, growing from $6-7k in monthly retainers to $13k, providing stability even during market downturns
  • Streamlined offer creation and sales processes, leading to more strategic calls and closing more deals, including several retainers
  • Positioned themselves to scale further by delegating tasks, hiring additional team members, and setting clear growth targets for the next six months to achieve $50-100k months
  • Gabe's transformation is proof that systematizing operations and focusing on high-value retainers is key to scaling a real estate media agency!
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$10k-$50k

How This 18-Year-Old Built a 50K/Month Business While in School!

Social Media Management
Client Acquisition
Hiring
Lead Gen
Offer

Owen, an 18-year-old high school student, wanted to scale his agency but lacked direction and consistency. He was in "Yes Man" mode, taking on any work and juggling various client requests without a structured offer.

Before
  • Inconsistent projects with varied pricing and lack of scalability.
  • Constantly working in the day-to-day tasks without a clear business strategy.
  • Needed mentorship and systems to transition from freelancer to a true agency owner and business operator.

    • ‍

    After
  • Built a clear, scalable offer for his agency
  • Implemented proven systems to streamline operations
  • Cultivated a strategic, CEO-level mindset
  • Achieved $50K in monthly revenue while still in school
  • Grew his team to handle more clients and projects
  • Freed up time to focus on high-level business strategies
  • Positioned himself as a true business owner, setting a strong foundation for reaching a seven-figure revenue

    • ‍

    Learn More
    $10k-$50k

    How This Freelancer Went From $1k to $15k in 4 Weeks (CASE STUDY)

    Social Media Management
    Lead Gen
    Offer
    Systems
    Video Agency

    Giuliana was overwhelmed, making only $1,750 per month with no organization, systems, or clear process to attract and serve clients effectively. She struggled with inconsistent lead generation and was stuck in a cycle of unstructured outreach tactics.

    Before
    • Lack of Organization & Systems: Her business operated like a chaotic freelance hustle, with no scalable structure or pricing strategy.
    • Client Acquisition Struggles: She relied on sporadic cold DMs and inconsistent outreach, yielding non-ideal, low-value clients who undervalued her expertise.
    • Pricing & Confidence Issues: Low rates and a "yes-to-everything" mentality led to clients treating her as an employee rather than a consultant, eroding her confidence and draining her energy.
    After
    • Implemented Agency U’s proven systems and Authority Funnel
    • Achieved a massive income boost from $1,750 to over $14,300 in one month
    • Restructured her offer to be clear and outcome-driven
    • Standardized pricing to attract high-value clients
    • Shifted focus to ideal clients, gaining respect and recognition as an expert
    • Developed predictable and scalable lead generation processes
    • Now scaling confidently with robust support and efficient systems
    Learn More
    0-$10k

    How Max's Content Agency Makes Podcast Go Viral

    Video Agency
    Offer
    Social Media Management
    Hiring
    Systems

    Max, a college student and new agency owner, launched "Podfluence," a content agency focused on cutting up long-form podcast videos into short clips. He lacked systems, a clear offer, and struggled with inconsistency while balancing school and agency work.

    Before
    • Inconsistent income ($4-5k/month) from one-off jobs  
    • Lack of a clear, unique offer; doing too many different tasks for various clients
    • No sales process, contracts, or onboarding, leading to late payments and client retention issues
    • Felt like a glorified freelancer, unable to scale due to lack of systems and niche focus
    After
    • Created a game-changing offer focused on strategically cutting podcast clips to stage viral moments, driving podcast growth
    • Built systems, including contracts, onboarding, and clear processes, leading to more consistent revenue ($15k/month)
    • Positioned himself as a strategist, not just a video editor, gaining client trust and securing long-term retainers
    • Transitioned from chaotic freelancer to a well-organized agency CEO with a clear vision for future growth
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    0-$10k

    Justin was a confused freelancer to having clarity with $40k/mo running a team (CASE STUDY)

    Social Media Management
    Client Acquisition
    Systems
    Video Agency
    Offer

    Justin and his wife were running a creative agency in Australia, but their daily reality was marked by confusion and uncertainty. They constantly questioned whether they were doing things right, struggling with unpredictable revenue and sporadic client leads. The stress of "feast and famine" left them feeling vulnerable and overwhelmed, knowing they could lose clients at any moment due to the tight profit margins in the restaurant industry. The anxiety of not having a clear value proposition for their services kept them awake at night, making it difficult to envision a stable future.

    Before
  • Constantly questioning if they were pricing their services correctly, leading to anxiety about potential losses.
  • A relentless cycle of feast and famine, making financial stability feel impossible.
  • Fear of losing clients due to tight budgets, leading to feelings of insecurity in their offerings.
  • The burden of doing everything themselves without a support system, resulting in burnout and stress.
  • A lack of clarity around their value proposition, making it hard to attract consistent leads.
    • After
  • Transitioned from sporadic income of $5-15k/month to consistently generating $40k/month.
  • Built a cohesive team of four, transforming their agency into a well-organized operation.
  • Developed a clear, compelling service offer that resonated with clients and drove revenue.
  • Established efficient systems and processes, allowing them to focus on growth rather than day-to-day chaos.
  • Gained invaluable insights and support, leading to securing high-value contracts, including a $70k deal with a major entrepreneur.

    • ‍

    Learn More
    $10k-$50k

    $4K to $20K: The Accountability and Systems That CHANGED Our Agency (CASE STUDY)

    Lead Gen
    Systems
    Offer
    Client Acquisition

    Rev Construct, a Southern California-based agency for contractors, was struggling with low revenue, unclear direction, and shiny object syndrome. They had no defined systems, lacked accountability, and were constantly chasing new ideas without strategic focus.

    Before
  • Stuck in "YouTube University" without actionable direction
  • Inconsistent revenue, hovering around $4K monthly
  • No CRM, project management systems, or streamlined onboarding processes
  • Shiny object syndrome, leading to disorganized operations and lack of focus
  • Lacked confidence in their services and struggled with client acquisition and qualifying leads

    • ‍

    After
  • Tripled revenue, achieving consistent $15-20K months
  • Built structured systems for CRM, project management, and onboarding, enhancing clarity and confidence
  • Established a reliable lead flow, moving beyond the hamster wheel of scattered efforts
  • Positioned to scale confidently, targeting $100K/month in the next 12 months

    • ‍

    Learn More
    0-$10k

    Our Wall Of Wins

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    FAQs

    What kind of agencies do you work with?
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    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.

    How much time is required to implement the program?
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    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.”

    Is Agency U a course?
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    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.

    What kind of personalized 1:1 support is involved with the program?
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    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).

    What makes Agency U different?
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    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

    Is Agency U for new agency owners or established agency owners?
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    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.

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