7 Steps to 2X Revenue & Free Yourself From Client Work: A Blueprint for Scaling Your Agency

Step 1: Define Processes

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Step 2: Delegate Roles

We identified Sam’s primary responsibilities and used the SAD process (Stop, Automate, Delegate) to streamline operations. This process helped us determine which roles to hire for and enabled us to assign specific goals, responsibilities, and KPIs to each position, setting a strong foundation for new team members to take over key tasks.

Step 3: Transition From Operator to Owner

Ready to step back from the day-to-day? We’ve helped more than 800 agency owners transition from being operators to true owners. By systemizing their businesses, we empower owners to focus on strategy instead of client work. If you’re looking to follow this path, start with a free call to determine your agency’s potential.

Step 4: Implement Reporting

Implementing a robust reporting system is essential to a successful agency. We set up data dashboards to track key media-buying metrics and created a dedicated Slack channel for weekly updates on client health. This approach promotes visibility and accountability within the team, giving everyone a clear view of performance metrics and areas for improvement.

Step 5: Hire Premium Talent

To attract the best talent, we advised Sam to increase the base salary by $30k. This allowed him to bring on top strategists who could handle complex client needs rather than just account managers. This adjustment wasn’t just about salary; it was about creating a structure where better pay attracts better candidates and ultimately drives the agency’s growth.

Step 6: Onboarding & Training

To ensure new hires quickly adapt and remain engaged, we developed a thorough onboarding process. This included onboarding documents, 30-60-90 day plans, and weekly training sessions. This structured onboarding helped new employees feel supported while also accelerating their path to productivity.

Step 7: Core Value – “Bring the Juice”

An essential part of our process is establishing a core value—“Bring the Juice”—that emphasizes autonomy and accountability. This value encourages team members to perform at their best while taking ownership of their work. The result? A high-performing team where success leads to greater independence, gradually freeing the founder from the need to micromanage.

Step 8: Set Management Structures

The final step was to establish a sustainable management structure. We implemented regular 1:1 meetings with pod leaders, weekly pod meetings, and full-team syncs. This structure provided Sam’s team with the guidance they needed while allowing Sam to focus on higher-level agency growth without micromanaging the day-to-day.

Summary

By following these 7 steps, Sam successfully freed himself from client work, allowing him to focus on scaling his agency. If you’re an agency owner looking to take your business to the next level while reclaiming your time, consider implementing these strategies.

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