Here is the 6-step process I followed: (Copy me) 📋
1. Irresistible Offer 🔥
Unlike most agencies, I spent time crafting a unique offer the market couldn’t resist.
Clients paid for 3 months, then got sold the cold email system we built them for $10k-$20k.
Clients felt like they were paying for a product, not an annoying retainer.
2. Efficient Tools 🛠️
Our agency used a handful of tools that maximized our ability to scale.
The main one was GHL, which handled most tasks.
We used specialist tools to optimize operations:
- Asasa (Project Management)
- Make (Connects Everything)
- Slack (Communications)
Tools we used to scale further:
- Bamboo HR (Manages 60+ employees)
- PandaDoc (Contracts)
- Breezy (Hiring)
3. Systemized Fulfillment 📦
Our agency has SOPs for every step in the client’s journey:
- Configure Domains
- Purchase Mailboxes
- Warm Mailboxes
- Import Leads
This ensures all clients receive the same level of service & success, making it easy to scale.
On top of this...
Our onboarding gave clients an incredible first impression of us. We made a:
- Custom lead magnet
- In-depth success strategy
- Personalized thank-you note
- This increased results, referrals, AND retention.
4. Lethal Ads 🎯
Ads were the main factor that let me scale extremely fast.
For TOF (Top of Funnel), I marketed an irresistible lead magnet that attracted my ICP.
For MOF (Middle of Funnel), I retargeted people who engaged, presenting offers & testimonials.
5. Elevated Brand 🚀
Our agency had a unique brand that set us apart.
I made sure we had the best website with testimonials, case studies, and media coverage.
This gave us a level of trust that made sales & marketing effortless.
6. Cold Email ✉️
The biggest factor in our success was leveraging cold email.
This let us market to tens of thousands of our ideal buyers for cheap and gave us the capital to run ads.
Since this was the same way we fulfilled for clients, it created a positive feedback loop with amazing results.
Without learning how to use cold email, we would have failed.