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How to Scale an 8 Figure Agency 🚀

How to Scale an 8 Figure Agency 🚀

499 episodes — Page 2 of 10

Storytelling With Video To Make Your Brand Stand Out - With Stewart Cohen

Video is becoming a necessity to grow your business brand and personal brand - but if you’re not coming from a professional video background, it can feel super daunting.Fortunately, Stewart did, and he’s sharing his best tips on video production that he’s learned from working with top tier brands on 6 figure video projects and TV commercials.Learn the secrets from the pros that you can apply for yourself, or for your clients!Connect with Stewart on LinkedIn here https://www.linkedin.com/in/stewartcohen/>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email? Grab it herehttps://promotion.revenueboost.net/mini-course-group-join-5926Thanks again for listening! Please give us a review - it helps support the show and we LOVE reading your feedback! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ Community members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Sep 1, 202537 min

How Jesse Kay Scaled Vyber Media and Lands F500 Clients

Jesses got such a cool story - he scaled his agency to massive heights before the time most people his age finished college - and was able to go up market to land 9 figure and F500 brands in his early 20s!Connect with Jesse on LinkedIn here https://www.linkedin.com/in/taylor-frame/>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email? Grab it herehttps://promotion.revenueboost.net/mini-course-group-join-5926Thanks again for listening! Please give us a review - it helps support the show and we LOVE reading your feedback! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ Community members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Aug 24, 202542 min

How to Scale an Agency to $5M+ Without Burning Out — Lessons from John Ghiorso of Vanta 5

Get our 13 systems to unlock your next level of growth: https://www.newsletter-signup.com/8-figure-agencyIn this episode of How to Scale an Agency, host Jordan Ross talks with John Ghiorso, a 20-year agency veteran who built and sold an 8-figure Amazon and e-commerce agency before founding Vanta 5, a venture studio that launches high-growth agencies every 90 days.John shares his complete framework for taking an agency from $0 to $5M+ in annual revenue — without burning out or stalling growth. From identifying high-demand niches to building scalable delivery systems and predictable lead engines, this conversation is packed with actionable strategies you can apply immediately.You’ll Learn:How to choose a niche and position yourself as the market authorityThe exact steps for scaling from $1M to $5M in revenueHow to avoid the “Plateau of Death” that stalls most agenciesCapital-efficient marketing channels that deliver consistent leadsWhy stepping out of day-to-day delivery is essential for long-term successIf you’re an agency owner looking for the clearest path to scale, this episode delivers the playbook from someone who’s done it — multiple times.Resources & Links:Connect with John Ghiorso: https://www.linkedin.com/in/johnghiorso/Discover 8 Figure Agency: 8figureagency.co

Aug 18, 202523 min

Work Smarter Not Harder: How Taylor Frame Built a Huge Agency While Keeping Work Life Balance

🚀 Yes, you CAN have an epic business and have a fun, relaxed lifestyle. Taylor frame shares his journey building a multi-7 figure agency without burning out or working weekends, along with various other tips that helped Taylor build his company.Follow Taylor on LinkedIn here https://www.linkedin.com/in/taylor-frame/>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email? Grab it herehttps://promotion.revenueboost.net/mini-course-group-join-5926Thanks again for listening! Please give us a review - it helps support the show and we LOVE reading your feedback! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ Community members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Aug 16, 202534 min

How A 7 Figure SEO Agency Saved $300K Annually by Moving from Asana to Notion (Jordan Ross Interview)

Get our 13 systems to diagnose your agencies problems: https://www.newsletter-signup.com/8-figure-agency/?utm_source=youtube (edited) In this episode of 8 Figure Agency, Jordan Ross sits down with Emily Call, VP of Operations at Brand North, to unpack how a fast-growing digital marketing agency eliminated inefficiencies, slashed $300,000 in annual costs, and set the foundation for scalable growth.Discover how simple process changes—like daily team check-ins and automated time tracking—paired with a strategic migration from Asana to Notion transformed visibility, accountability, and profitability. Emily shares how these changes uncovered hidden redundancies, freed up budget for reinvestment, and created a single source of truth for the team’s operations.What You’ll Learn in This Episode:Why Notion outperformed Asana for cost savings, flexibility, and adoptionHow daily Slack check-ins exposed inefficiencies and improved accountabilityThe role of automated time tracking in identifying underperformanceHow consolidating data into a single system set the stage for AI-powered workflowsThe long-term impact of saving $25K/month on scaling a seven-figure agencyWhether you’re an agency owner or operations leader, you’ll walk away with practical steps to simplify your tech stack, improve operational clarity, and unlock budget for growth.Resources & Links:Connect with Brand North: brandnorth.comLearn more about 8 Figure Agency: 8figureagency.co

Aug 11, 202518 min

From DTC Brand to 8-Figure Retention Agency: Email, SMS & AI Strategies for Scaling Agencies

https://constraintcalculator.scoreapp.com/Episode Summary:In this episode of How to Scale an Agency, we sit down with Corey, founder of Mansion and New Standard Co., who brings a rare dual perspective as both a brand owner and an agency operator. From launching an 8-figure jewelry brand to quickly scaling a retention-focused agency serving nine-figure DTC clients, Corey shares a raw, tactical, and philosophical look at what it really takes to build and scale an agency in today’s market.We unpack his journey from mechanical engineer to retention strategist, why he only works with wealthy founders, how his team closes $15K–$25K retainers, and how he's thinking about the intersection of AI, strategy, and scale in 2025 and beyond.This is a masterclass in founder psychology, pricing strategy, data-driven retention, and the future of agency operations. If you’re building a high-margin, high-impact agency—or want to—this one’s for you.⏱️ Episode Chapters:0:00 – Intro & Local ConnectionCorey and the host connect over Newport, Dylan, and shared California roots.1:16 – Corey’s Background: From Aerospace to EntrepreneurshipHow Corey went from an engineering degree to founding an 8-figure jewelry brand and agency.2:50 – Learning Business Through Trial by FireEarly lessons on margins, cash flow, and brand building before launching an agency.4:00 – The Shift to Retention-Focused Agency LifeWhy Corey believes service businesses win and how retention became their niche.6:10 – Pricing Strategy: From $300 to $15K RetainersHow they positioned themselves to work with top-tier brands and charge premium retainers.7:56 – The Power of Saying No: Only Serving Wealthy ClientsFiltering prospects based on mindset and revenue. When and why they turn clients away.9:00 – Michelin-Star Thinking Applied to AgenciesHow Corey blends automation, strategy, and senior talent to deliver at a high level.10:30 – Psychology of Retention & Customer BehaviorLifecycle marketing, cohort analysis, and segment-specific flows that drive results.12:55 – Direct Mail & Multichannel Win-Back CampaignsUsing offline methods for high-impact retention and reactivation.15:00 – Subscription Brands: Reducing Month 3 Churn Starts on Day 1Why priming behavior in the popup and welcome flow makes or breaks CLTV.17:00 – Vetting Clients During the Sales ProcessLessons from firing clients and getting fired—why expectations need to be set from day one.20:00 – Growing Pains at 7 Figures: Structure, Managers & HandoffsScaling challenges when servicing 9-figure clients without ops in place.22:30 – Founder Burnout & Monotony of SuccessThe emotional cost of growth and finding excitement during the “long middle” of scaling.25:30 – Amazon’s Stress Testing Framework Applied to AgenciesHow to prep your business to survive (and thrive) while the founder is away.27:50 – What Happens When the Founder Steps Out?Breaking down tasks by function and delegating high-leverage founder roles.30:00 – Tracking Relationship ROI & Letting Go as a FounderWhen to keep relationship roles and when to delegate them—with measurement.34:00 – Time Blocking, Weekly GPS System & ConstraintsHow limited time made the host more productive using a 1-year/1-month/1-week/1-day system.36:40 – Quiet Business ≠ Safe Business: Why Founders Get NervousBuilding visibility when things feel “too quiet”—and what to track.39:00 – What’s Next? Thinking 6–24 Months AheadStrategic thinking beyond firefighting: efficiency, forecasting, and AI.41:00 – AI Will Turn Agencies into SaaS CompaniesWhy agencies need to build databases, agents, and automation to stay ahead.45:00 – Hiring Fewer, Higher-Powered People with ToolsHow team size, tooling, and culture will evolve in the age of automation.

Aug 4, 202554 min

Why Your Marketing Agency Keeps Hiring the Wrong Operator (and How to Fix It Before AI Leaves You Behind) -Jordan Ross Solo

If you’ve hired a COO, Director of Ops, or Head of Operations—and they’ve failed to get traction or scale your backend—this is your wake-up call.Jordan Ross breaks down the real reason marketing agencies, SMMAs, and ad agencies keep cycling through operators who never quite “get it.” Spoiler: most operators are trained to manage, not architect. And if you don’t hire or train for system design, you’re setting them (and your agency) up for failure.🔍 What You’ll Learn:Why your last operations hire failed (and why it’s not entirely their fault)The 4 operational skill sets every operator must have to scale an agency→ Architect, Develop, Implement, SustainThe hidden gap between agency culture and true operations trainingHow Amazon-style ops thinking creates the infrastructure to scale to $5M, $10M, and beyondWhat most founders are completely missing before AI changes everything📌 Quote:“Most operators are trained to manage systems, not build them. If you don’t hire for architecture, you’ll keep stalling at $2M–$5M forever.”🚀 Ready to Build an Ops System That Actually Works?If you're stuck under $5M and tired of being the bottleneck, visit 👉 https://8figureagency.coOur team will help you design, build, and implement the systems that run your agency without you.

Jul 28, 20256 min

Social Media Marketing & Ad Agencies: AI Will Replace You by 2027 Unless You Build This (Jordan Ross Solo)

🚨 Emergency Episode for Marketing Founders, Ad Agencies & SMMAs🚨If you're still relying on public AI tools and duct-taped SOPs, your agency is already falling behind.In this episode, Jordan Ross (Founder, 8 Figure Agency) delivers a blunt warning for marketing and creative agency owners:AI is not coming—it's already here. And unless you build your own vector database, implement agentic workflows, and truly own your IP, you'll be replaced by someone who did.🎙 What You’ll Learn:Why most agencies are sleepwalking into extinctionThe 3 types of AI (and which don’t give you a competitive edge)Why building a vectorized database is your moatHow top agencies are using proprietary data to automate campaigns, improve results, and grow margins to 80%+The massive mistake founders make trying to build AI systems with traditional engineersWhy it takes 12–18 months to build a defensible AI foundation—and why starting now mattersHow AI will collapse the cost of acquisition for smarter agenciesThe real reason most agencies won’t survive past 2027📌 Quote:“If your business breaks when you stop working, you don’t own a company—you own a liability. The agencies building custom AI systems will dominate. Everyone else? Obsolete.”💡 For Ad Agency Founders, Creatives & Media Buyers:This episode is your wake-up call. The AI revolution isn’t theoretical anymore. This is the dot-com moment for agencies—and most of the market won’t make it.🔗 Subscribe + Resources:→ Subscribe to the podcast→ Join 8 Figure Agency: 8figureagency.co→Learn how to stay alive with AI: https://newsletter.8figureagency.co/

Jul 21, 202513 min

Why Most Marketing Agencies Aren’t Ready for AI (And How to Fix Your Tech Stack Before It Costs You Clients)

Episode Summary:https://constraintcalculator.scoreapp.com/In this eye-opening solo episode, Jordan Ross, founder of 8 Figure Agency, breaks down a critical and often overlooked issue holding agencies back from true AI integration: schema and tech stack structure. While everyone is excited about AI, almost no agencies are prepared to implement it at scale—and the result is costly mistakes, hallucinations, and wasted time. Jordan shares how his team builds “agentic solutions” for agencies, the role of structured databases, and why relying solely on GenAI will leave you exposed.⏱️ Chapters: – Why 99% of agencies are not AI-ready – What is an AI brain and how it's built – Agentic solutions and workflow automation – The myth of being “tech stack ready” – Schema: the missing piece in your AI transition – Why GenAI isn’t enough – Cost, hallucinations, and why shortcuts fail – The danger of unstructured data – Who this applies to and how to get startedTo learn more go to 8figureagency.co

Jul 14, 20259 min

The AI Delusion: Why Most 7-Figure Agency Owners Will Stall Using ChatGPT Alone

In this episode, Jordan Ross (Founder of 8 Figure Agency) delivers a wake-up call for founders riding the AI hype wave. If you're running a 7-figure social media agency and think a master prompt or ChatGPT flow will fix your chaotic backend — think again.Jordan breaks down a real story from a $4–5M/year agency whose founder believed AI could replace structure, SOPs, and real operational thinking. He explains why this mindset is not just wrong — it’s dangerous — and how it's keeping agencies capped at $1–2M/year while others are quietly building $10M systems.You’ll learn:Why AI amplifies chaos if your ops are brokenThe difference between automations and AIWhat elite founders are building to dominate new nichesHow to audit whether your team is using tools to scale or copeIf your agency uses AI and you're not seeing compounding results — this is the episode you need.🔗 Learn more: https://8figureagency.co

Jul 7, 20257 min

Vibe Marketing & AI: How Agencies Can Win in the New Era of Social Media Marketing with Ben Fisher

https://constraintcalculator.scoreapp.com/In this episode, Jordan Ross sits down with Ben Fisher to unpack the transformative power of AI in business. From humble beginnings on a tree farm in Maine to becoming a trailblazer in AI consulting, Ben shares his personal journey and the pivotal moments that shaped his path. The conversation dives into AI-driven tools like CircleBack and Lindy, which are revolutionizing workflows, meetings, and data management. Together, they explore the real-life applications of AI, the importance of community learning, and how AI is here to augment—not replace—human potential in business.– The AI Revolution: Embracing Change– Ben Fisher: A Journey Through Tech and AI– Navigating the AI Landscape: Tools and Strategies– Optimizing Workflows: The Role of AI in Productivity – Meeting Management: Tools for Efficiency– Research and Data Management: Leveraging AI – Learning and Adapting: Overcoming Challenges in AI– The Future of AI Consulting: Opportunities Ahead– Building Connections: The Value of Community in AI – Exploring New Ventures: Ben's Future PlansTo learn more, go to 8figureagency.co

Jun 30, 202531 min

How AI Lead Magnets Are Transforming Advertising Agencies in 2025 (Jordan Ross Solo)

Key Takeaways:✅ AI isn’t coming — it’s here. If you’re not leveraging AI for your funnels, fulfillment, and time management, you’re already behind.✅ New AI Lead Magnets:Jordan breaks down exactly how he’s rolling out AI-powered lead magnets to grow 8F:Example 1: Save $25K — A simple audit tool that analyzes a P&L to uncover up to $25K in potential software cost savings per year.Example 2: Agency Valuation — A quick assessment that tells agency owners what their business is worth and how to increase that value.✅ How to Build This Fast:Use Manus to design the product roadmap (inspired by Greg Eisenberg’s ‘My First Million’ episode).Hire a no-code developer on Upwork (look for bolt.new developers or use platforms like Bubble).Build the landing page on Replet, plug in your OpenAI API, and deliver custom reports automatically.✅ Cost & Speed:Jordan shares how he built what used to cost $10K and took 2 months — now achievable for under $100 in 24 hours using modern tools and AI.✅ Big Mind Vitamin:If you’re buried in operations and can’t find time to implement these high-leverage moves — you need to get out of the day-to-day NOW or risk getting left behind as AI changes everything.🚀 Ready to Escape the Agency Grind?Book a call with my team at 8figureagency.co — We’ll help you get out of the weeds, build your ops, and make space for the strategies that will keep you competitive in the AI era.

Jun 21, 20255 min

How Jason Fladlien Generated $57 Million From 1 Webinar Campaign

🚀 7 Figures, No Employees? Mike Koziol reveals how he built a highly profitable business using productized offers—without hiring a massive team. In this episode (Part 1 of 3), we dive into his strategy, mindset, and the systems that make it all possible.🔹 How to scale without adding overhead🔹 The power of productized services🔹 Lessons from growing a lean, high-margin businessDon't miss this breakdown of a scalable agency model that works!.GIFT - Get the Agency Standardization Toolkit here - a special resource bundle Mike prepared just for our listeners!https://mikekoziol.com/agency-standardization-toolkit/>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email? It’s free for podcast listeners. Email me to get it, or message me on FB https://m.me/ajcassata1 and I’ll send you it! Thanks again for listening! Please give us a review - it helps support the show and we LOVE reading your feedback! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ >>>Have you joined our official Facebook Community yet, where we give FREE weekly trainings? Join 10,000+ other agency owners and let’s scale together. https://www.facebook.com/groups/b2bsalesandmarketingsecrets Community members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Jun 17, 202535 min

Preparing Your Digital Marketing Agency for AI: The Ultimate Guide to Future-Proofing Operations (Jordan Ross Solo)

https://constraintcalculator.scoreapp.com/ In this episode, Jordan Ross dives deep into why digital marketing agencies must embrace AI over the next 6–12 months to stay competitive. He outlines a clear, actionable roadmap for agency leaders to build internal AI capabilities, covering everything from creating robust infrastructure to auditing and refining SOPs, structuring centralised data, and implementing AI-driven workflows. Jordan doesn’t sugarcoat the urgency: agencies that fail to act now risk falling behind or even shutting down.Chapters — The Urgency of AI Adoption — Building the Right Infrastructure for AI — Structuring Data for AI Efficiency— Implementing AI Solutions in Your AgencyTo learn more go to 8figureagency.co

Jun 9, 202510 min

Proven Strategies for Growth, Profit, and Retention(Jordan Ross Solo)

SummaryIn this episode, Jordan Ross dives deep into what it really takes to scale an agency effectively. He shares practical strategies around operational efficiency, the importance of clearly defined roles, and why founders must focus on high-leverage activities. Jordan explores how non-billable operations, team-building, and even taking personal breaks can unlock insights that drive growth. He also breaks down how churn data and pricing adjustments can make or break your revenue trajectory, and how AI is reshaping the future of agency operations.Chapters– Introduction to Agency Growth Strategies– Defining Roles for Operational Efficiency– The Importance of Non-Billable Operations– Common Patterns in Agency Growth Challenges– The Value of Taking Breaks as a Founder – Leveraging AI for Operational Efficiency– Building a Dream Team for Scaling– Adjusting Pricing for Sustainable Operations– Understanding Churn Data for Revenue GrowthTo learn more go to 8figureagency.co

Jun 2, 202523 min

How to Future-Proof Your Digital Marketing Agency with AI: Systems, Tools & Strategies That Scale (Jordan Ross Solo)

In this episode, Jordan Ross delivers a clear message: AI is here, but most businesses aren't ready. He explains why agencies and entrepreneurs need to stop treating their businesses like marketing funnels and start thinking like architects of long-lasting infrastructure. Rushed systems and short-term thinking are costing founders time, money, and relevance. Jordan shares how to future-proof your operations by designing them for scale, sustainability, and AI integration—before it’s too late.⏱ Chapters:– The Urgency of AI Preparedness– Structuring Your Business for AI Success– Rethinking Operational Infrastructure– The Importance of Long-Term PlanningTo learn more go to 8figureagency.co

May 26, 20259 min

What An 100 Year Old Lightbulb Taught Me About Marketing & Scaling

What An 100 Year Old Lightbulb Taught Me About Marketing & Scaling

May 22, 202527 min

Scaling a Digital Agency: AI, Time Management & Hiring Strategies That Actually Work (Jordan Ross)

In this episode, Jordan Ross dives into what’s actually holding most agency founders back—and it’s not AI. He unpacks the concept of “time wedges” as a tool for regaining strategic focus, shares cautionary tales of tragedy to highlight the fragility of founder-led businesses, and makes a strong case for why you must stress-test your culture before you scale. You’ll also hear about Jordan’s unique “Hiring Three” approach to reduce hiring risk, and how effective delegation is the only way to go from operator to true CEO.Whether you’re drowning in delivery, stuck in hiring purgatory, or scaling too fast without the systems to support it—this episode is a must-listen.To learn more go to 8figureagency.co

May 19, 202521 min

Data Sharks (Jordan Ross Solo)

In this conversation, Jordan Ross discusses the patterns of elite performance in business, emphasizing the importance of data-driven decision-making and operational efficiency. He shares insights on how successful individuals and teams track their metrics and make informed decisions based on data. Ross also highlights the need for focus in marketing and business strategies to drive growth and success.To learn more, go to 8figureagency.co

May 13, 20258 min

Smart Scaling with Velocity Banking: Cash Flow & Scaling Strategies for Digital Agencies (Jordan Ross Interview)

In this episode, Jordan Ross sits down with Jordan Rosenberg to break down one of the most overlooked cash flow tactics in entrepreneurship: Velocity Banking. They dive into how agency owners and entrepreneurs can strategically restructure their debt using a line of credit to minimize interest, improve liquidity, and unlock growth. Learn how to turn debt into a tool — not a burden — by leveraging techniques like zero-percent credit cards, AR management, and interest arbitrage. If you're scaling a service business and feeling the cash crunch, this is the episode you didn’t know you needed.To learn more, go to 8figureagency.co

May 8, 202527 min

I Made Millions Running an Ad Agency — Then Lost My Sense of Purpose -Jordan Ross Interview

In this powerful conversation, Jordan Ross and guest Josh unpack the complex transitions we all face as our careers evolve, our children grow up, and our identities shift.They dive deep into what it means to find fulfillment beyond work, why purpose evolves over time, and how to navigate the emotional and mental challenges that come with major life changes. Whether you’re a founder, a parent, or simply someone in transition — this episode will give you frameworks and reflections to help you reconnect with who you are and what comes next.To learn more go to 8figureagency.co

May 5, 202520 min

8 Hard Lessons I Learned Building a $13M Marketing Agency Holdco (and Scaling Back to $5M Profitably) (Jordan Ross Solo)

In this episode, Jordan Ross unpacks how he scaled his holding company to $13 million in annual revenue — and why he intentionally scaled it back to $5 million to regain clarity, control, and profitability.He breaks down the biggest lessons learned in hiring, equity structuring, and partnership dynamics that every agency owner should understand. Whether you’re building a single business or managing multiple ventures, these insights will help you avoid common pitfalls and scale with precision.⏱️ Chapters00:00 – Building a $13M Holding Company02:03 – Why A+ Talent Changes Everything03:28 – Hiring and Scaling With Intention04:38 – Date Before Marriage: Partnership Timing06:30 – The True Value of Equity09:49 – Vesting Schedules That Prevent Regret11:20 – Defining Ownership in Complex Structures12:40 – Why You Should Pay As You Go14:23 – Revenue Share Benchmarks That WorkTo learn more go to 8figureagency.co

May 1, 202517 min

How Josh Crouch Scaled His Marketing Agency from $330k to $500k MRR in 10 Months (Jordan Ross Interview Case Study)

What You'll Learn in This Episode:Josh Crouch joined 8 Figure Agency (8F) in Year 3 of his journey. Within 10 months, he scaled from $330k to $500k in revenue — and in this episode, he breaks down exactly how he did it.When Josh joined us in June 2024, his agency was in a tough spot:2 of 4 operational leaders had just quitSales pipeline dried up after back-to-back eventsHis cofounder Brittany shifted from Head of Sales → Head of CX… and sales droppedHere’s how we helped him turn it around:🔧 1. Installed Operational LeadershipJosh didn’t need more ideas — he needed an operator.We helped him hire someone to:Build processesMap systemsDocument SOPsThis person became the heartbeat of the backend.⚙️ 2. Upgraded Customer Journey SystemsWe rebuilt onboarding to deliver a world-class experience.Defined CS workflowsCreated ownership across onboarding & deliveryEmpowered the CS team to own execution✅ 3. Implemented SWCL (Start / Win / Challenge / Learn)Josh was skeptical at first.But once implemented:Team felt more organizedLeadership had visibilityMorning huddles became high-impact

Apr 28, 202533 min

How to Double a 7 Figure Advertising Agency in 6 months (Jordan Ross Case Study Interview)

In today’s episode, I sit down with Patrick O’Driscoll — Co-Founder & CEO of The Visionary Group — to break down exactly how he and his team scaled from $80k/month to nearly $180k/month in just 6 months.And they didn’t do it with paid ads first.They did it by fixing their operations.We walk through the exact backend changes they made, the mistakes they cleaned up, and what it really looks like to build an operational foundation that can scale.If you’re an agency owner stuck in the day-to-day — this is your blueprint.What You’ll Learn:1. Where The Visionary Group Was Before Working With 8F$1M/year but stuckOverlapping rolesZach (their COO) was overwhelmedNo meeting structureGrowth came organically but fulfillment was messy2. The 6-Part Framework We Used to Help Them Scale→ Clarity on Roles & MeetingsDefined exact roles, responsibilities, KPIsCut meetings down to 2 per week (Ops + Strategy)Everyone got time back→ Documented Processes & OwnershipMapped workflows in NotionAssigned clear ownershipMade onboarding and fulfillment scalable→ Hiring RoadmapForecasted hires 1-2 months aheadBuilt internal training programsHired 20+ team members cleanly (without chaos)→ Paid Ads Only After Fixing DeliveryBuilt a backend that could handle volumeThen turned on paid acquisition→ Onboarding & Training SystemsInternal decks

Apr 21, 202524 min

How to Build a Billion Dollar Holdco

How to Build a Billion Dollar Holdco (Jordan Ross Solo & FAQs)

Apr 10, 202522 min

Scaling to 7 Figures Without Hiring – Mike Koziol’s Productized Model (Part 3/3)

🚀 7 Figures, No Employees? Mike Koziol reveals how he built a highly profitable business using productized offers—without hiring a massive team. In this episode (Part 3 of 3), we dive into his strategy, mindset, and the systems that make it all possible.🔹 How to scale without adding overhead🔹 The power of productized services🔹 Lessons from growing a lean, high-margin businessDon't miss this breakdown of a scalable agency model that works!.GIFT - Get the Agency Standardization Toolkit here - a special resource bundle Mike prepared just for our listeners!https://mikekoziol.com/agency-standardization-toolkit/>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email? It’s free for podcast listeners. Email me to get it, or message me on FB https://m.me/ajcassata1 and I’ll send you it! Thanks again for listening! Please give us a review - it helps support the show and we LOVE reading your feedback! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ >>>Have you joined our official Facebook Community yet, where we give FREE weekly trainings? Join 10,000+ other agency owners and let’s scale together. https://www.facebook.com/groups/b2bsalesandmarketingsecrets Community members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Apr 1, 202531 min

Scaling to 7 Figures Without Hiring – Mike Koziol’s Productized Model (Part 2/3)

🚀 7 Figures, No Employees? Mike Koziol reveals how he built a highly profitable business using productized offers—without hiring a massive team. In this episode (Part 2 of 3), we dive into his strategy, mindset, and the systems that make it all possible.🔹 How to scale without adding overhead🔹 The power of productized services🔹 Lessons from growing a lean, high-margin businessDon't miss this breakdown of a scalable agency model that works!.GIFT - Get the Agency Standardization Toolkit here - a special resource bundle Mike prepared just for our listeners!https://mikekoziol.com/agency-standardization-toolkit/>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email? It’s free for podcast listeners. Email me to get it, or message me on FB https://m.me/ajcassata1 and I’ll send you it! Thanks again for listening! Please give us a review - it helps support the show and we LOVE reading your feedback! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ >>>Have you joined our official Facebook Community yet, where we give FREE weekly trainings? Join 10,000+ other agency owners and let’s scale together. https://www.facebook.com/groups/b2bsalesandmarketingsecrets Community members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Mar 25, 202536 min

Building a PE Firm P2: Private Consulting Call With One of Jordan Ross' Advisors

In this chat, I bring in a trusted advisor to help me identify if i should build a PE firm.He has built and sold 6 companies, has a portfolio of 30 companies.Need help growing your business?go to constraintcalculator.scoreapp.com to learn what to fix in your business & a free AI business assessment.

Mar 24, 202525 min

How I get 500K Impressions/Mo on LinkedIn

Take our free assessment that will tell you what you need to do to grow your business:constraintcalculator.scoreapp.com

Mar 17, 202528 min

Should I Build a PE Firm? A Private Conversation With a 9 Figure Holding Company Owner (Jordan Ross Interview)

I may launch a PE firm...but there's much to figure out.In this discussion, I bring in a 9 figure founder from my network to discuss this play. This is a behind the scenes look at what a conversation like this looks like.

Mar 10, 202532 min

Scaling to 7 Figures Without Hiring – Mike Koziol’s Productized Model (Part 1/3)

🚀 7 Figures, No Employees? Mike Koziol reveals how he built a highly profitable business using productized offers—without hiring a massive team. In this episode (Part 1 of 3), we dive into his strategy, mindset, and the systems that make it all possible.🔹 How to scale without adding overhead🔹 The power of productized services🔹 Lessons from growing a lean, high-margin businessDon't miss this breakdown of a scalable agency model that works!.GIFT - Get the Agency Standardization Toolkit here - a special resource bundle Mike prepared just for our listeners!https://mikekoziol.com/agency-standardization-toolkit/>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email? It’s free for podcast listeners. Email me to get it, or message me on FB https://m.me/ajcassata1 and I’ll send you it! Thanks again for listening! Please give us a review - it helps support the show and we LOVE reading your feedback! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ >>>Have you joined our official Facebook Community yet, where we give FREE weekly trainings? Join 10,000+ other agency owners and let’s scale together. https://www.facebook.com/groups/b2bsalesandmarketingsecrets Community members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Mar 5, 202533 min

How Ryan James & Rocket SAAS Added 120k MRR in 24 months

How Ryan James & Rocket SAAS Added 120k MRR in 24 months

Mar 3, 202526 min

Everything You Need to Know About Using ChatGPT For Business (Jordan Ross Solo)

Watch the YT video for the full insights: https://youtu.be/cHOOYdE5-dY?si=mAX9q7XOnI7_hPTx

Feb 27, 202511 min

How Aaron Uses Cold Email To Book 100s of Meetings Each Month for SEO Services

I sat down with Aaron Reid to break down how he books hundreds of meetings each month using cold email to sell SEO services. We cover his exact process, key strategies, and lessons learned from scaling outreach at this level. If you're running outbound for SEO—or any service—this is a must-listen. 🎧Connect with Aaron: 🔗 https://www.linkedin.com/in/aaronreidlifestyle/🌎 http://serpire.ai/Check it out here 👇 >>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email? It’s free for podcast listeners. Email me to get it, or message me on FB https://m.me/ajcassata1 and I’ll send you it! Thanks again for listening! Please give us a review - it helps support the show and we LOVE reading your feedback! >>>Want to connect with me? Email - [email protected] Facebook – https://m.me/ajcassata1 Linkedin – https://www.linkedin.com/in/ajcassata/ >>>Have you joined our official Facebook Community yet, where we give FREE weekly trainings? Join 10,000+ other agency owners and let’s scale together. https://www.facebook.com/groups/b2bsalesandmarketingsecrets Community members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Feb 24, 202537 min

The Hidden Way To Grow Your Business (Jordan Ross Private Consulting Call)

I had a private consulting call and recorded it for you guys.There is a lot of good insights for any business of any size.Check it out!

Feb 13, 202528 min

1 Simple Business Hack That Will 3-5x Your Growth in 2025

Want to 3-5x your business growth in 2025? There’s one simple hack that can make all the difference. In this video, I’ll break down exactly what it is, why it works, and how you can start using it today to scale faster and more efficiently. Don’t miss this! 🚀Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email?It’s free for podcast listeners. Email me, or msg me on FB https://m.me/ajcassata1 and I’ll send you it!Thanks again for listening!Please give us a review - it helps support the show and we LOVE reading your feedback!>>>Want to connect?Email - [email protected] – https://m.me/ajcassata1Linkedin – https://www.linkedin.com/in/ajcassata/https://www.youtube.com/@ajcassataofficial. >>>Have you joined our official Facebook Community yet, where we give FREE weekly trainings? Join 10,000+ other agency owners and let’s scale together.https://www.facebook.com/groups/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Feb 7, 202517 min

I'm selling 8 Figure Agency (Jordan Ross Solo)

I didn't think I would ever say this, but I'm selling 8F.Listen to learn why!8figureagency.co

Feb 3, 202511 min

I lost everything I own in the LA Fire. Here is my story (Jordan Ross Solo)

I lost everything I own in the LA Fire. Here is my story

Jan 25, 202522 min

How to Make Millions with an SEO Agency in 2025 (Jordan Ross Solo)

Watch the video here : https://www.youtube.com/watch?v=3JTXrAMbTaM

Jan 9, 202513 min

I Taught My Business to Run Itself...Here's How (Jordan Ross Solo)

Watch the full video here:https://youtu.be/PuV033MfeKM?si=WDv7H5eiJxXyds-B

Jan 2, 202522 min

Make 2025 Your Best Year Yet With My Simple Planning Process [AJ Cassata]

Listen in and get a simple framework to set you up for BIG success in 2025. This is how I start every single yearDid you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email?It’s free for podcast listeners. Email me, or msg me on FB https://m.me/ajcassata1 and I’ll send you it!Thanks again for listening!Please give us a review - it helps support the show and we LOVE reading your feedback!>>>Want to connect?Email - [email protected] – https://m.me/ajcassata1Linkedin – https://www.linkedin.com/in/ajcassata/https://www.youtube.com/@ajcassataofficial. >>>Have you joined our official Facebook Community yet, where we give FREE weekly trainings? Join 10,000+ other agency owners and let’s scale together.https://www.facebook.com/groups/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Dec 30, 202423 min

One simple offer tweak that 2X'd our sales calls booked [AJ Cassata]

Learn how we made one simple tweak to a cold email campaign and our clients offer, which doubled the results with no extra money spentDid you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email?It’s free for podcast listeners. Email me, or msg me on FB https://m.me/ajcassata1 and I’ll send you it!Thanks again for listening!Please give us a review - it helps support the show and we LOVE reading your feedback!>>>Want to connect?Email - [email protected] – https://m.me/ajcassata1Linkedin – https://www.linkedin.com/in/ajcassata/https://www.youtube.com/@ajcassataofficial. >>>Have you joined our official Facebook Community yet, where we give FREE weekly trainings? Join 10,000+ other agency owners and let’s scale together.https://www.facebook.com/groups/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Dec 23, 202414 min

How CRO Agency Jolly Commerce Grew 200% In 2024 With A New Offer (Jordan Ross Interview)

Need help with your agency finances? I did too.After 3 bad accountants I started my own accounting firm bc I couldnt trust anyone.Check it out here: 8figurefinance.com

Dec 19, 202422 min

Im Going To Be A Centi-Millionaire. How I Got Here And What You Ned to Know (Jordan Ross Solo)

Im going to be a centi-millionaire. I share how I now know this and begin sharing the initial components of my plan.DONT miss this. Big strategy podcast.-----------------------------Before its too late, let us review your financials so you don't get Fd by your bookkeeper or CPA.8figurefinance.comI got screwed. I got Fd. So I started an accounting firm so you don't with two INSANELY talented CPAs.

Dec 13, 202423 min

My Biggest Mistakes of 2024 & What You Need To (Jordan Ross Solo)

Join our paid low ticket community: https://www.skool.com/the-8f-academyGet help with your taxes or bookkeeping: 8figurefinance.com

Dec 6, 202414 min

How To Use AI To Succeed in 2025 And Beyond

AI is coming and you need to be ready for it...I brought on Lucas, my old cohost of the podcast, to talk AI and how he is using it after selling his marketing agency.Check out his current AI product: https://app.menloiq.com/signup

Nov 23, 202427 min

How Landy Leads 5.6Xd in 12 Months (Jordan Ross Interview)

Brandon Parker 5.6x'd his agency in 12 months.He came onto the podcast to share how.From 15k MRR to 86k MRR.You wont want to miss this.

Nov 14, 202426 min

The Complete Cold Email Deliverability Guide - How to Avoid Spam Filters & Fix Issues

>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email?It’s free for podcast listeners. Email me to get it, or message me on FB https://m.me/ajcassata1 and I’ll send you it!Thanks again for listening!Please give us a review - it helps support the show and we LOVE reading your feedback!>>>Want to connect with me?Email - [email protected] – https://m.me/ajcassata1Linkedin – https://www.linkedin.com/in/ajcassata/>>>Have you joined our official Facebook Community yet, where we give FREE weekly trainings? Join 10,000+ other agency owners and let’s scale together.https://www.facebook.com/groups/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Nov 9, 202430 min

How Sam Piliero Doubled His 7 Figure Agency and Removed Himself From Client Services With 8F (Jordan Ross Interview)

Want to double your business? The best way is to get out of client services.That's exactly what Sam, the founder and CEO of the Moonlighters did with us over the last year.Tune in to learn how!

Nov 8, 202424 min

Stop Losing Clients: Customer Retention Tips To Decrease Your Churn, Pt 2

>>>Did you know we just released a 5 Hour Masterclass on How To Get Your Next 5 Clients with Cold Email?It’s free for podcast listeners. Email me to get it, or message me on FB https://m.me/ajcassata1 and I’ll send you it!Thanks again for listening!Please give us a review - it helps support the show and we LOVE reading your feedback!>>>Want to connect with me?Email - [email protected] – https://m.me/ajcassata1Linkedin – https://www.linkedin.com/in/ajcassata/>>>Have you joined our official Facebook Community yet, where we give FREE weekly trainings? Join 10,000+ other agency owners and let’s scale together.https://www.facebook.com/groups/b2bsalesandmarketingsecretsCommunity members also get a free course on Agency growth and how to land your next 3 Whale clients using only Cold email.

Nov 2, 202438 min