Carbon Box Media is a digital marketing agency run by a group of exceptionally talented experts who possess an unparalleled understanding of the modern social landscape. The agency consistently adds an extra seven figures to its clients’ revenue. If results aren’t improved within the first 30 days, they guarantee a full refund of every single cent.
The Trouble
Carbon Box Media, after two years in business, struggled to scale due to inefficient operations and time management. The company faced several challenges:
- No formal onboarding or project management process
- Lack of data infrastructure for easy information retrieval
- Loosely defined roles
When onboarding new paid ads clients, it took about six weeks to launch their ads, which was unsustainable as the business grew. The founder, Jordan, was excellent at closing deals but needed to streamline operations to keep up with sales.
The Solution
So how did we help? To address these challenges and drive growth, 8 Figure Agency implemented several key strategies:
Clear Deal Closure Process
Before working with us, Carbon Box Media began onboarding clients based on verbal confirmations, leading to wasted time. We established a clear policy: a deal isn’t closed until contracts are signed and payment is received. This small but significant change saved time and resources.
Streamlined Workflow
Carbon Box Media’s operations were disjointed. We mapped out their entire onboarding process, from deal closure to client onboarding, incorporating
- Software implications
- SOPs and training for each step
- Role assignments
- Time estimates for each step
- Communication protocols
This resulted in a comprehensive project management template in Asana. Now, when Jordan closes a deal, he creates a Loom video to hand off the account to the fulfillment team, allowing him to focus on sales and marketing.
Defined Expectations and Roles
We realized that Carbon Box Media was not maximizing its existing talent due to unclear expectations. We mapped out responsibilities, goals, and KPIs for each role and function, ensuring that tasks were appropriately delegated and reducing the founders’ workload.
Enhanced Onboarding Calls
Inspired by his positive experience with our onboarding process, Jordan wanted his clients to feel the same. We designed a simple process for client onboarding calls, covering expectations, timelines, and access requirements. This improved client communication and sped up the onboarding process.
SAD Framework
The most significant win came from implementing the SAD (Stop, Automate, Delegate) framework. We tracked Jordan’s time, identified areas for improvement, and saved him 46 hours a week. By delegating customer success and account management roles to the appropriate team members, Jordan freed up substantial time to focus on business growth.
Training and Development
To ensure his team could perform at a high level, we set up routine training calls where Jordan reviews client FAQs and team responses. Using a structured coaching process, Jordan helps his team understand gaps, improve their logic, and adopt best practices. This ongoing training is crucial for maintaining high standards and supporting growth.
The Results
Carbon Box Media added $30K in Monthly Recurring Revenue (MRR) in just 60 days, effectively doubling their business. With this, Jordan was able to free up 46 hours a week, allowing him to focus on strategic growth initiatives. The company can now onboard new clients more efficiently, significantly reducing the time from deal closure to ad launch. And now the team’s roles and responsibilities were clearly defined, leading to better performance and higher morale.
Jordan’s experience with Carbon Box Media demonstrates that with the right processes and support, scaling a business can be much smoother and more efficient. It starts with addressing operational inefficiencies and leveraging the team’s potential, to achieve significant growth and balance.
Ready to transform your business and start your journey towards growth and efficiency?
