Key Takeaways

• Implementing Profit First creates essential financial clarity and structure
• Separate your revenue into 4 simple accounts: OpEx, Owner’s Comp, Taxes, and Profit
• Most agency owners unknowingly overspend and underpay themselves
• Tracking profitability per client reveals which clients are profitable vs. loss-making
• Use a basic Google Sheet to track client-level labor and tool costs
• Try this prompt to get coached by your dream mentor:

"For this entire chat, please act as if you are {CREDIBLE, WELL KNOWN PERSON YOU WISH WAS YOUR MENTOR} coaching me on my business problems. Say what you think you would say. Ask the kinds of questions you think you would ask. Provide the kinds of diagnoses you think you would provide. And don't be afraid to provide a hard dose of reality, no matter how brutal or blunt."

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)

Key Takeaways

• Chase transitioned from music and photography into digital freelancing before co-founding Electric Eye.
• The agency became “real” after three years, shaped by key books like Built to Sell, Profit First, and Traction.
• Niching down into Shopify design and development significantly improved operations, profitability, and client fit.
• Partnerships, especially with smaller SaaS apps, drive long-term growth when built on authenticity and reciprocity.
• A podcast is a “cheat code” for relationship-building, content creation, and authority-building—if you're willing to play the long game.
• When hiring, always choose someone with proven experience to avoid training from scratch and poor outcomes.
• Avoid the myth of instant success in agency life—real growth comes from iteration, mistakes, and strategic focus.

Check out Chase's agency here: https://electriceye.io/

Check out Chase's podcast here: https://honestecommerce.com/

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Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)

Key Takeaways

• Ale started his career as an engineer and later transitioned into marketing with a data-driven mindset.
• Orkesta specializes in helping eCommerce and SaaS companies with performance marketing and full-funnel strategy.
• The agency has evolved to include creative services, video content, and AI integration to stay competitive.
• AI is viewed as a game-changing tool for improving conversion and automation across marketing efforts.
• One of Ale’s biggest challenges is competing in a saturated, price-sensitive Latin American market.
• Building long-term client relationships and providing clear value is critical to sustainability.
• Larger clients often offer more satisfying work but come with the risk of internalizing services—diversification is key.
• Strategic positioning and differentiation become crucial when serving more mature businesses.
• The importance of meditation, patience, and never becoming complacent are core lessons Ale would give his younger self.

Check out Ale's agency here:

https://orquesta.agency/

https://www.agencyuplift.co/email

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)

Key Takeaways

• Client churn often feels sudden but usually stems from deeper issues than just performance.
• Reacting to churn with more sales efforts alone treats the symptom, not the cause.
• Real solutions come from diagnosing and addressing foundational operational and leadership gaps.
• Agencies must assess fit and alignment with their ICP before onboarding clients.
• A structured, visual onboarding process dramatically improves early client experience.
• Early value delivery within the first 14 days is crucial to build trust and retention.
• Success criteria must be defined, documented, and agreed upon with clients before starting work.
• Regular, proactive communication is essential—communication gaps often signal pending churn.
• A single team member should own each client relationship for better accountability.
• Profitability and team burnout must be tracked and managed for sustainable service delivery.
• Skipped calls and lack of communication are often early signs of client dissatisfaction.
• Agencies should use a churn diagnostic checklist after every lost client to identify breakdowns.

Get the Client Churn Diagnostic here!

Agency Uplift - Free Stuff to Scale Your Agency:

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Key Takeaways

• Pasha’s agency journey started as a side hustle while bootstrapping his own Amazon brand.
• AMZ Optimized helps FBA sellers scale faster and more cost-effectively than hiring in-house.
• The human relationship element is essential to long-term agency success—automation alone can’t replace it.
• Applying principles from permaculture, Pasha builds systems with multi-functional benefits for both clients and team.
• The agency is launching an AI tool to streamline Amazon listing backend optimization.
• Referral networks and strategic partnerships are central to AMZ Optimized's growth.
• Smaller, well-optimized teams using the right tech can outperform larger, less agile organizations.
• Town halls and internal communication foster a strong remote culture across global time zones.
• AI should enhance, not replace, core functionality in tools and systems.
• A long-term, client-centered approach led to 20x growth for one Amazon brand.

Check out Pasha's agency here:

https://www.amzoptimized.com/

https://www.agencyuplift.co/email

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)

Key Takeaways

• Warren transitioned from music to marketing, finding parallels in creativity and structure between both disciplines.
• He spent nearly 10 years on the client side before launching Ollo Metrics, inspired by the impact agencies had on brand transformation.
• COVID forced a shift from in-person collaboration to remote support, prompting the development of internal training programs and tools.
• Tools like OfficeVibe were instrumental in improving team morale, stress management, and leadership responsiveness.
• Ollo Metrics acquires new business primarily through speaking engagements, referrals, and workshops.
• The agency runs a partner group called TAP (Trusted Agency Partner) to foster non-transactional referral relationships.
• Their ideal client is a B2C service-based business with a small internal marketing team needing executional support.
• Warren shared a major client win involving advanced Google Ads campaign structuring, resulting in a 163% increase in ROAS.
• He believes in exploring a wide range of client types before refining the agency’s ICP.

Check out Warren's agency here:

https://www.ollometrics.com/

https://www.agencyuplift.co/email

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)

Key Takeaways

• Strong professional relationships were crucial to Tyler's early success.
• Session Interactive’s core differentiator is their deep focus on analytics and data integrity.
• Many agencies underdeliver on analytics, assuming clients or third parties will handle implementation.
• AI is being used to support and augment internal teams, not replace them.
• Session has adapted its offerings to include CRO to help clients see faster, clearer results.
• Employee retention and alignment with personal goals are key priorities for Session.
• Tyler advocates for open and respectful client and employee offboarding processes.
• Saying "no" and identifying ideal clients (ICP) early has become a core strategic advantage.

Check out Tyler's agency here:

https://sessioninteractive.com/

https://www.agencyuplift.co/email

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)

🔑 Key Takeaways

• Start small, grow fast: Eli’s journey from solo consultant to $4.2M EBITDA agency shows the power of strategic hiring and rapid iteration.
• Agencies break at scale: Key breakpoints tend to hit around 15 and 30 employees, requiring serious process and structural overhauls.
• Don’t delay hard decisions: When it’s time to cut team size, do it decisively and all at once.
• Track time early: Even small agencies should implement time tracking — not for surveillance, but to build the data you’ll need to scale intelligently.
• Monitor client health: Set up per-client dashboards with gross margin and CSAT (Customer Satisfaction) to avoid churn and spot profitability issues.
• When things crash, pivot creatively: Eli launched No Boring Design after the 2022 tech downturn to creatively reuse his design team — that move led to another 7-figure business.
• Financial visibility is everything: Profit Labs offers agency-specific financial insights to help founders make smarter, data-driven decisions.

https://www.agencyuplift.co/email

Agency Uplift - Free Stuff to Scale Your Agency:

https://www.agencyuplift.co/sop (I saved $20K/mo using this system)