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How to Scale an 8 Figure Agency 🚀

How to Scale an 8 Figure Agency 🚀

Hosted by Jordan Ross

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Episodes

492

Latest episode

Jun 2026

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EN

About the show

Welcome to How to Scale an 8-Figure Agency, the show where I break down the exact operational, financial, and AI-driven systems that today’s top marketing agencies use to scale past seven figures — without burning out or getting trapped in fulfillment. Every week, we go deep into: • AI consulting for marketing agencies • Operational infrastructure that actually scales • Building automations, workflows, and agent-based systems • Hiring and training world-class teams • Improving margins, capacity, and client LTV • Turning your agency into an 8-figure operation that runs without you If you’re a founder stuck in the weeds, capped by systems, or wondering how to integrate AI into your agency the right way… this podcast is your blueprint. I’m Jordan Ross — founder of 8 Figure Agency and the person behind hundreds of successful agency scale-ups — and this is where we turn chaos into clarity, and CEOs into true operators. Let’s get into it.

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60 recent
June 15, 202633 min

How to Sell AI Receptionists to 200+ clients: The White Label Playbook (Retell + Versai)

TOOLS & RESOURCES From this Episode: 1. Retell AI — The voice agent platform Jeremy chose after testing every optionYC-backed. Open API. Plug into any LLM (GPT 5.2, Claude Sonnet). Build a custom voice in 11 Labs and pipe it right in. White-label to your clients on day one.👉 Start here: https://dashboard.retellai.com/?via=mmo2. Versai — The HIPAA-compliant AI SMS tool Jeremy uses for his 200+ clinicsEnterprise-grade. Sub-account architecture so every client lives under your master agency account. Text conversations pipe straight into GHL or HubSpot via n8n. This is what makes the AI feel like it's "magically" working inside the client's CRM.3. Go AI-Native with 8 Figure AgencyIf you're a 7- or 8-figure agency owner and you watched this episode thinking "I need to do this for my book of business" — this is the program. I'll help you install AI-native systems that add $1M in annualized profit to your agency.👉 Apply here: https://value.8figureagency.co/AINative📝 Episode SummaryIf you have 50, 100, 200, or 300 clients in your book — the easiest way to add seven figures this year isn't selling new customers. It's selling white-label AI to the ones you already have.Jeremy DuPont did it. 200+ of his 350 physical therapy clinics adopted his AI voice receptionist, AI SMS tool, and chatbot in under 5 months. $2K setup fee per client. Recurring monthly on top.In this episode he breaks down the exact playbook. The platforms he picked. The 20-person beta. The scarcity script. The team structure. The hiccups. The upsell back into marketing services.If you run an agency, this is the cheat code.Chapters:The white-label AI opportunity hiding in your existing client baseJeremy's story: PT clinic in 2021 → sold in 2024 → 350-client agency in 3 yearsWhy he pivoted from "marketing agency" to "AI-first agency" in early 2025The platforms: Versai for SMS, Retell for voice — and why HIPAA compliance ruled the shortlistWhy YC-backed tools win the AI race (and why he tested everything else first)The weekend build: from signup to demo-ready in under 24 hoursThe exact go-to-market that got 200 clients in 4 monthsThe script: scarcity + co-creation + demo video to existing clientsThe $2K setup fee — waived for the first 20, charged for everyone afterThe hiccups: SOPs, CRM piping, the one-off customizations that killed scaleThe team: Head of CRM, Head of Ops, Ops Manager, 2 VAs. That's it.The ratio of customization work per client (and why he doesn't sweat it)The new go-to-market: lead with AI, upsell marketingThe natural upsell trigger: "Your AI's working. Nobody's calling. Let's fix that."The SEMrush + AI health score funnel that still printsWhere to find Jeremy💡 Key Takeaways1. The opportunity isn't new clients — it's new revenue from old clients.Jeremy didn't sell 200 new customers. He sold AI to 200 customers who already trusted him. Look at your book. That's your gold mine.2. Pick platforms with open APIs and multi-LLM support.Retell won because it lets him swap LLMs and use custom 11 Labs voices. Versai won because of HIPAA + sub-accounts. The tools you pick today need to survive the model upgrades coming tomorrow.3. Scarcity + co-creation beats every other pitch."I'm taking on 10 people to help shape this." That's it. That's the script. The first 20 got the setup fee waived. Everyone after paid $2K and felt lucky to get in.4. Sell to your highest spenders first.They have the lead volume to make AI actually work. AI on a clinic doing 16K/mo won't move the needle. AI on a clinic spending $5K/mo on ads will print.5. Ship the V1, fix it in flight.Jeremy admits the first 60 days had hiccups — CRM piping, SOPs, custom requests. He didn't slow down. He signed clients and built the SOP in parallel. That's the founder's mindset.6. Lead with the AI offer. Upsell the marketing.Hiring an admin is brutal. AI replaces the admin. That's an easier sale than "spend $5K on ads and wait 6 months." Once you've solved the admin problem, the ads/SEO upsell is automatic 60 days later.7. Team of five can run 200+ AI deployments.Head of CRM. Head of Ops. Ops Manager. Two VAs. That's the whole machine. Don't over-hire.🔗 Connect With JeremyAgency: patchsystem.comInstagram: @_jeremydupontLinkedIn: Jeremy DuPont🔗 Connect With 8F8figureagency.co🛠️ The Full Stack MentionedRetell AI — Voice agent Versai — HIPAA-compliant AI SMSn8n — Middleware between AI tools and CRMGoHighLevel / HubSpot — Client CRMsSEMrush — Google Maps ranking audits11 Labs — Custom voices for RetellClaude / GPT 5.2 — LLM brains behind the agents

June 3, 202644 min

How Marketing Agencies Can Build Context, Memory & MD-File Agent Systems | Dave Sifry

Start building your own agent with memory and MD files → https://value.8figureagency.co/hermesstartMetaSwarm (open source) — Dave's agentic harness → https://github.com/dsifry/metaswarm18 default agents, each with definitions and rubrics, plus defined workflows for software development. Three ways to use it: build agentic systems with it, point it at your own SOPs to analyze them, or study how it does agentic decomposition. (Fun fact from the episode: search "metaswarm" and it ranks right behind Meta itself.)Dave Sifry has started nine companies. Now he's building a company that builds companies.In this one, he hands agency owners the framework for the thing almost everyone is getting wrong with AI: memory and context. If your agency runs 50, 100, even 600 clients and information keeps falling through the cracks — stakeholders forgotten, context lost, the same questions re-answered — this is the episode.No fluff. Dave breaks down what actually deserves to be remembered, the exact MD files that run an agent (soul.md, agents.md, heartbeat), and how to wire a team of agents that report to each other and improve themselves every single day.What You'll LearnNot all data is information. A JPEG is a mountain of data and almost no information. One sentence from the CEO saying "go do this" carries more than a thousand video keyframes. Store the signal, not the noise.Memory is a compression problem. Save the process — who you talked to, how the deal got done, where it went off the rails — not every artifact you produced.Timeliness is value. Information from 30 days ago usually beats information from 7 years ago. Decide what goes into deep storage and what stays live.Treat every AI agent like a new employee who always needs onboarding. What's the minimum they need to do the job well? That's your context window.Three layers of control: policy, guidelines, gates. Policy = "be nice to the client, don't cuss." Guidelines = your stop-word list. Gates = a deterministic wall, like a credit card with exactly $2,000 on it that rejects $2,001.Run an analysis phase first. Find the 5–6 things a role does 80–90% of the day before you build anything. (An account manager is a farmer, not a hunter.)The MD-file stack that runs an agent:soul.md — who am I, why am I different from every other agent, what I do and what I don't do.agents.md — the bootstrap: read your soul, read your heartbeat, and here are your SOPs as links (loaded only when the situation calls for it, so you never pollute the context window).heartbeat — the recurring loop. The five tasks every hour, the three tasks every four hours. Keep it light or it eats you alive.Great agent systems are an org-design problem, not a super-intelligence problem. You don't need one all-knowing brain. You need agents that each know their job and who to talk to. It works like an anthill.Build a COO agent whose only job is writing and revising SOPs. Feed it a daily retrospective and you've built a self-learning organization

May 26, 202644 min

How Advertising & Marketing Agencies Turn 100+ Leads a Week Into Booked Calls — The GoHighLevel SDR Pipeline (ft. Dylan Rich)

Learn how to use AI to Buy Agencies:https://value.8figureagency.co/MNASystemized Sales (done-for-you sales teams): systemizedsales.comRevphlo.com (post-call sales attribution — works with GoHighLevel & HubSpot)Dylan on X: @sdrwhispererMost agencies are sitting on a goldmine and treating it like a junk drawer.That was the exact problem on the table. A giveaway funnel pulling 100+ emails a week. 300 to 500 comments a post on X. Newsletter readers. Ad clickers who never book. Five different lists, none of them talking to each other. A great setter could go to work on that data and print money — if anyone had organized it.So Jordan brought in Dylan Rich, founder of Systemized Sales. Dylan runs 10 sales teams at once, end to end — name, email, phone number all the way to contract signed and cash collected. In 15 years of sales and seven years working with agencies, this is the most sophisticated GoHighLevel pipeline either of them has seen. They build it live: UTM attribution per post, the "tattoo" rule for tags vs. custom fields, an action-based lead score that pings a setter the second a lead crosses 6 points, a speed-to-lead workflow with 73 million enrollments, and 57 smart lists ranked P1 through P5 so setters never waste a minute guessing who to call.Then Dylan opens up Revphlow — the post-call attribution tool that kills the EOD form forever and tells you your cash per call by traffic source, by closer, by calendar. If you run organic and paid traffic into a sales team, this is the playbook.What You'll LearnThe "tattoo" rule — when to use a tag (permanent) vs. a custom field (rewrites itself), and why getting this wrong wrecks your dataOne pipeline beats five — why segmented pipelines cap your granularity, and how custom fields + tags + stages stack to do the real workLead scoring that runs itself — assign points to actions (email open = 1, application = 3, call booked = 5), and auto-trigger a setter call at a score of 6Speed-to-lead you can actually measure — a workflow that timestamps every lead and counts only during setter working hours, so a Saturday opt-in doesn't blow up your numbers57 smart lists, ranked P1–P5 — how setters work the right leads in the right order and never run dry between fresh leadsAsk for the phone number — "if you won't give me your phone number, you won't give me your credit card," and why fewer, higher-quality leads winPost-call notes (PCN) — auto-dispositioned call notes pulled from the Zoom transcript that update pipeline stages for you, so closers stop skipping the EOD formCash per call by source — the metric that tells you which ads, threads, and posts to make more of (and which to kill)Chapters— Why scaling SDRs is the hardest (and most profitable) thing an agency can do — Who is Dylan Rich: 15 years in sales, done-for-you teams at Systemized Sales — The real problem: a giveaway funnel pulling 100+ emails a week, five siloed lists — How to organize intent leads so setters book more calls per hour — UTMs per post, the Zap into GoHighLevel, and tagging the first click— Live build: one pipeline + custom fields for granularity — Lead categories that follow a contact all the way down the funnel— Tags vs. custom fields: the "tattoo" concept explained — Lead scoring: assigning points to actions and triggering at 6 — The speed-to-lead workflow with 73 million enrollments— Keeping setters organized so they stop thinking and start dialing — 57 smart lists ranked P1–P5, built on filters, not vibes — Why you should ask for a phone number on every opt-in— "Can we blow your socks off?" — the Revphlow post-call attribution demo — PCN, Zoom + Fathom + Slack: clean dispositions on every call — Cash per call by source, by closer, by calendar — Where to find Revphlow and Systemized SalesGo AI-Native in the Next 90 DaysThis episode is the manual setup. The next level is making it run itself.8 Figure Agency installs AI-native systems into 7- and 8-figure marketing agencies — the kind that add $1M in annualized profit. Attribution that tags itself. Pipelines that update without a human touching them. Setters fed the highest-intent leads automatically. If you want your agency AI-native in the next 90 days, start here:→ 8figureagency.coWork With DylanDylan and the Systemized Sales team run your sales process end to end — they listen to your calls, audit your CRM, review your last 90 days of sales and marketing numbers, find your biggest constraint, and fix it.Systemized Sales (done-for-you sales teams): systemizedsales.comRevphlo.com (post-call sales attribution — works with GoHighLevel & HubSpot)Dylan on X: @sdrwhispererTools & Resources MentionedGoHighLevel — the CRM the whole pipeline is built inRevFlow / revphlo.com — post-call attribution and sales analyticsTypeform — opt-in forms (add a hidden UTM source field)Beehiiv — newsletter platform, with email opens webhooked back to GHL for lead scoringHYROS — marketing attribution into the callZoom + Fathom — call recording and transcripts feeding the PCNSlack — where post-call notes drop for closer confirmationVidalytics — VSL view trackingUTM Builder (utmbuilder.net) — Jordan's no-affiliation pick for building UTMs

May 18, 202648 min

Claude Skills, AI Agents & The Build vs. Buy Decision for Marketing Agencies

FREE DOWNLOAD: How to Set Up the Hermes Agent → https://value.8figureagency.co/hermes Ready to become an AI-native agency? Book a call at 8figureagency.coGuest: Ben Fisher, founder of Skinny and Bald. Hampton member. Been coding since fifth grade. Has been CEO twice, CTO three times. Describes himself as 60% product, 40% engineer.The pull: Ben is one of the sharpest guys in the Hampton AI channel. This is his second time on the pod. Jordan came with real questions about funnels, databases, and skills — Ben answered live, then pulled up his actual meeting-processing skill on screen share.What we coveredThe build vs. buy question. Jordan’s giveaway funnel pulls comments → emails → form fills → booked calls across LinkedIn and X, six campaigns a week. His partner said use GoHighLevel. Ben’s framing: build custom with Claude when you control the maintenance, use a tool when it solves 80%+ without workarounds. Texting is the exception — Twilio’s regulatory rabbit hole can eat days even with Claude Code.Databases and custom funnels. Jordan wants the funnel experience to mirror what the user clicked — landing page copy, follow-up sequence, everything. Ben’s example: he still uses Kit.com for his newsletter, but layered custom API logic on top. He didn’t rebuild Kit. He enriched it.The thing that separates real builders from vibe coders. “What distinguishes really effective builders really comes down to workflow.” Same models. Same Claude. Different results because of how people work. Ben’s non-negotiable: test-driven development. Plan first. Write the tests. Then build. Otherwise Claude tells you it shipped something that doesn’t exist.The “your friend Ben is absolutely correct” story. Hampton buddy building a chief of staff agent in Slack and WhatsApp. Asked Claude if it was secure. Claude said yes. Ben listed four gaps. Buddy pasted Ben’s message into Claude. Claude wrote back: “Your friend Ben is absolutely correct. We don’t do this, this, this, and this.” Lesson: you cannot ask the AI to verify the AI.Claude Skills, real talk. Skills are mostly plain English text files the AI reads. They get highly personal fast — Ben said his public repo of skills is becoming less useful to others because the nuances are his. Best move for most people: use someone else’s skill as a reference, have Claude analyze how it works, then build your own flavor.Ben’s content-from-meetings workflow (live demo). Fireflies records every call → transcripts get stored as markdown files in a local folder → a Claude skill called process meeting notes runs on demand, pulls the last 3 days, formats each meeting in EOS Level 10 format (clear accountability, agreements, action items), and routes to-dos to the right project repo. Why local files instead of remote Fireflies calls? Speed. His second brain reads disk faster than it makes API calls across nine months of transcripts.Writing in your voice with AI. Ben studied journalism and advertising. He uses Claude as a sparring partner first, last-mile editor second. Reference for anyone serious about this: every.to publishes their full editorial AI process, including how to build an anti-AI style guide. Ben also actively removes em-dashes from his AI output now because they’ve become the tell.Markdown files as the convention. .md is what the AI world runs on. Pound signs for headers, asterisks for bold. Doesn’t really matter if you use .txt or .docx — but markdown gives the AI hierarchy it can parse.Tools and references mentionedFireflies, Claude Code, N8N, Zapier, Kit.com, GoHighLevel, Twilio, Obsidian, every.to, Superpowers (Claude skill harness), Hampton, EOS Level 10 format, Ruben’s “How AI” Substack.Where to find Benskinnyandbald.com — consulting offersdearben.ai — Ben’s AI podcast where execs submit questions and he answers live with screen share, plus his newsletterReady to build an AI-native agency that runs on systems, not scrambling?8 Figure Agency helps seven-figure agency owners install the agents, automations, and AI workflows that turn your team into a 10x operation. Done-for-you implementation starting at $2K/month.Book your call: 8figureagency.covalue.8figureagency.cohermesThis playbook shows you the exact stack. Install instructions, the 30-day roadmap, the five daily prompts that turn your agent into a second brain, and eight use cases pulled straight from agencies doing it right now.8figureagency.coAI Solutions for Marketing Agencies | 8figure agencyOptimize your marketing agency with our AI solutions. Join 1,000+ agencies and scale your revenue today!every.toEveryEvery — The only subscription you need to stay at the edge of AI. Ideas, apps, and training from practitioners who build with AI daily.http://every.to/skinnyandbald.comBen FisherI help companies figure out where AI fits — and then build it.

May 11, 202651 min

How Jon Bond Built a Billion Dollar Ad Agency (And What He'd Do Different Today)

Free Download — The Hermes Agent PlaybookLearn how to set up the Hermes Agent to automate your agency.👉 https://value.8figureagency.co/hermesEpisode SummaryMost agency owners can't picture hitting $100M. Jon Bond hit a billion.Jon co-founded Kirshenbaum Bond in his 20s — when starting an ad agency that young was so absurd, the New York Times literally wrote that the editor had socks older than the firm. They scaled it to $1 billion a year in revenue with clients like BMW ($25M/year), Wendy's ($11M/year), and Revlon ($9M/year), then exited.In this episode, Jon breaks down the principles that actually got him there — tip of the spear positioning, culture as a growth lever, near-future betting, and the offer structure he'd use if he had to do it all over again in 2026. Plus the immortal advice from his consultant: "Resist the temptation to fuck mice."If you run a marketing agency stuck in the $1–3M "business purgatory" range, this one's for you.What You'll LearnWhy "fame before fortune" still works — and why Jon spent the early years getting press before chasing big logosThe "tip of the spear" rule — why being able to do everything is killing your agency, and how to find the one thing Google ranks you forHow Jon turned clients into his banker — the freelance-first model he used to spin out 5 sub-agencies inside one umbrellaThe pay-on-performance offer Jon would build today — and the math that lets you charge more than any agency ever has"Resist the temptation to fuck mice" — the line from his consultant that changed how Jon picked clientsWhen culture stops being automatic — the exact size threshold where you have to start engineering itThe Drinks Trolley story — why 150 ex-employees still show up to the same bar a decade after the agency was merged into oblivionNear-future betting — the framework Jon uses to spot the next wave (and how he hosted a marketing AI conference 3 months before ChatGPT dropped, to an empty room)Why he's "0 for 3 on Harvard people" — and what he hires for insteadWhy 100% remote is killing agency culture — and the founder who used to put on a suit to work alone in a spare roomAbout Jon BondJon Bond is the co-founder of Kirshenbaum Bond, the agency he built from the ground up in his 20s and scaled to $1B/year in revenue. Today, he advises founders on marketing, does board work, and invests in companies he can also help market. Painfully hip, refuses to fit in, has had 20 minutes with Barbara Walters on national TV.Connect with Jon:LinkedIn: linkedin.com/in/jonbond (he's nearly capped at 30,000 connections — be quick)Email: jon@bondsworld.aiAbout the Host — Jordan RossJordan Ross is the founder of 8 Figure Agency, the AI consulting and dev firm for marketing agencies. He helps 7- and 8-figure agency owners install AI-native systems that remove the founder from day-to-day operations and add seven figures of EBITDA without adding headcount. His clients collectively generate over $1B in annual revenue.Connect with Jordan:Website: 8figureagency.coFree Hermes Agent Playbook: value.8figureagency.co/hermesLinkedIn: linkedin.com/in/jordan-ross-8faX / Twitter: @jordanrossleviWant to Automate Your Agency?The Hermes Agent is the open-source AI agent framework built specifically for marketing agencies. SQLite memory. 40+ tools out of the box. OpenRouter integration. Built by agency owners, for agency owners.Download the free Hermes Agent Playbook → value.8figureagency.co/hermesLearn the exact setup, prompts, and architecture our clients are using to automate their agency operations.

May 4, 202628 min

How to Use Arc Ads + AI UGC to Scale Ad, Seo & Tiktok Agencies

Figure out what you need to use for your AI tech stack:https://value.8figureagency.co/topaiJordan sits down with Noah Friedberg, founder of Maverick Creative, to break down how marketing agencies and ecom brands are using Arc Ads and AI UGC creators to drive viral content at scale. Noah walks through a live demo of Arc Ads, shares the framework his clients use to hit eight figures on TikTok Shop, and explains where AI replaces human influencers — and where it doesn't. If you run an agency or ecom brand and want to understand the AI UGC opportunity, this one's for you.Timestamps(00:00) Intro: Why AI UGC is the fastest path to going viral(00:54) Noah's background — Maverick Creative, TikTok Shop, working with 7-8 figure ecom brands(03:14) The mindset shift: volume, shots on net, and why one $25K influencer video is a billboard, not a sales channel(04:00) The 12,000 videos = $3M framework from TikTok Shop(05:38) Case study: Launching an 8-figure Amazon brand on TikTok Shop in under 3 months(06:48) Why Arc Ads vs. other AI video platforms ("the Apple of its category")(08:51) Live Arc Ads demo: Going from nothing to a finished AI UGC video(10:25) Script strategy: Using authority figures (e.g., AI doctor) to build trust and call out your ICP(13:21) The most complex AI UGC formats: cartoons, green screens, B-roll + talking head combos(14:40) Does AI UGC work for service businesses and agencies? (Yes — credit repair, info, low-ticket offers)(15:36) Building an AI influencer for an agency from scratch (warmed-up pages, US-hosted iPhones, full funnel)(19:15) When you outgrow Arc Ads: custom workflows with Claude Code, multi-tool stacks, B-roll generation(22:44) Why workflow automation matters — content running 24/7 without human touch(23:42) Scale numbers: 50-60 accounts per brand, 10 videos per page per day, up to 550 videos/day(25:00) The biggest mistake brands make: confusing one viral video with a real system(26:21) How Noah measures data at scale (Kalodata, social one, competitor analysis)(28:20) Why "set it and forget it" AI is a myth — the human strategy layer still winsKey TakeawaysVolume beats prestige. A single $20–25K influencer video is essentially a billboard. A few thousand AI UGC videos at a few dollars each gives you orders of magnitude more shots on net.Quality at volume is the unlock. The 12K videos = $3M framework only works when each video meets a real quality bar — trash content at scale doesn't move revenue.Arc Ads is the entry point. Easy, fast, cheap, realistic talking-head videos. But for B-roll, cartoons, and custom stitched workflows, you need agentic tools like Claude Code on top.Systematize, don't celebrate. Most brands hit one viral video and assume that's the new normal. Without a system, 80% of revenue keeps coming from one creator or one format.AI doesn't replace strategy. Brands that try to "set and forget" AI workflows fail. The human guiding hand — script direction, competitor analysis, taste — is still where the edge lives.Resources & Tools MentionedArc Ads — arcads.aiWhisper Flow — for dictating scriptsClaude Code — for custom AI UGC workflowsn8n — automationKalodata, Social One — data and trend analysis toolsConnect with NoahWebsite: maverickcreative.netDMs: @NoahFriedberg on all platforms

April 27, 202622 min

How To Make $70K From a Live Event Without Selling Tickets (Step-by-Step Guide)

Figure out the next 5 things to build using AI: https://value.8figureagency.co/constraintIn this episode, Jordan Ross breaks down exactly how he hosted a high-level live event with 100+ qualified agency owners—and made over $70,000 in profit without relying on ticket sales.If you’ve ever thought about hosting your own event but feared losing money, low turnout, or poor execution, this episode gives you the full A–Z playbook.Jordan shares the behind-the-scenes strategy that turned his event from a potential $14K loss into a profitable, repeatable system you can use in your own business.

April 2, 202611 min

How to Get $100K in Emergency Business Capital for 2.5%

Want to build a 1-person AI-powered team? Start here → https://value.8figureagency.co/1personteamHow to Access $100K in Capital for Only 2.5% | Mind VitaminMost founders panic when cash runs dry — and panic is expensive. Jordan shares the exact system he knew but forgot to use when someone stole every dollar from his business bank account, forcing him to cover payroll overnight at a brutal 22% rate.In this episode, he breaks down the two-part capital strategy he teaches other founders so you never have to make that same mistake.What's covered:Why quick capital solutions (MCAs, short-term loans) will cost you 20–30% and how to avoid themThe 0% APR credit card strategy for funding $40–60K in marketing tests with zero interestHow to consolidate unused credit limits across Chase cards to unlock six-figure availabilityZillMoney.com — the tool that lets you run payroll through a credit card for just 2.5%The auto-payment rule you must follow or the whole strategy blows up at month 12How Jordan uses the same system to travel business class and five-star for freeResources mentioned:Zill Money: https://zilmoney.com/ref/zil-AdB71k8figureagency.co

March 23, 202629 min

How a 23-Year-Old Klaviyo Agency Hit $500K/Month: Talent Acquisition, Pricing Strategy & the Founder QC System That Scales

Grab free resource here: https://t.co/QyzZzPY7uAMax, founder of WellCopy, runs one of the fastest-growing email and SMS marketing agencies in the e-commerce space — 130+ retainer clients, 70 employees, and a jump from $30K/month to $500K/month in 24 months. He's 23.Jordan sits down with Max to break down exactly how he's doing it — before he hits eight figures — so you can steal what's working.What we cover:— The founder QC system: why Max personally reviews thousands of emails every week and why pulling back too early kills culture before it scales— Talent acquisition at the mid-seven-figure bottleneck: internal recruiters, employee referral programs with tiered incentives, and VSLs for every open role— The 10-80-10 rule for delegating without losing standards— How WellCopy grew from $3.2K to $5.8K average monthly retainer — and why every dollar of that increase is pure margin— Building roles around your people instead of forcing people into roles— Running a month-long waitlist with zero paid ads— Launching a done-with-you coaching program that sold out in 24 hoursThe bottom line: Max's unfair advantage isn't demand — it's standards. And he built those standards by never fully letting go of the work.If you're running a service agency between $1M–$5M and want to build the operational foundation to actually hit eight figures, that's exactly what we work on at 8figureagency.co.Follow Max: Twitter @maxwellcopy | Instagram @wellcopymax | wellcopy.net

March 13, 202614 min

AI in Ad & SEO Agencies: The 2026 State of the Union

learn how to use claude code here:https://leads.8figureagency.co/ai-agency-client-deliverables-claude-codeThe AI landscape is moving fast — and most ad and SEO agencies are either overwhelmed, underinformed, or both. In this episode, Jordan Ross breaks down the real state of the union for marketing agencies navigating AI adoption in 2026.No hype. No fluff. Just an honest look at what's actually changing, what's worth your attention, and how to think about building an AI-native agency without creating chaos.What we cover:The agency fluidity problem — why most agencies are stuck with 10 people in 10 different stacks and how to fix itMCP servers — what they are and why they matter for agency operationsDIY with Claude Code — when it makes sense to build vs. buyAI agents — how they're changing the way agency workflows actually runAI marketplaces — what's emerging and how to evaluate what's worth testingY Combinator — what the latest batch signals about where the industry is headingThe cultural and managerial layer — why tool adoption alone won't save youResources & Links:🌐 Learn more: 8figureagency.co📩 Work with Jordan: jordan@8figureagency.co

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