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Published on:

28th Feb 2023

The Fast Path to $5M: Scaling by putting people & customer experience first

On this episode of How to Scale an Agency, AJ Cassta interviews Matthew Ballantyne and Daniel Burchard, the founders of People Over Profits. They discuss their approach to building customer relationships and prioritizing customer success over profits. They also share their experiences in scaling their own agency and working with other successful agencies. Topics include ethical business practices, the impact of sales processes on fulfillment, and strategies for adding value at a low cost. Join us for an informative discussion on scaling your agency!

In This Episode, You'll Learn:

  • 00:00:00 - From Bartending To Entrepreneurship: Our Inspiring Journey
  • 00:02:20 - Growth Secrets: Focusing On Customer Experience To Drive Business
  • 00:04:19 - Sales Mastery: How Trust and Credibility Lead to Success
  • 00:07:56 - The Ultimate Business Metric: How Referrals Drive Growth
  • 00:11:10 - The Dark Side of Business: Unethical Practices and Stagnation
  • 00:14:10 - Taking Ownership: The Key To Ensuring Business Success
  • 00:17:50 - The Sales Fulfillment Equation: Striking A Perfect Balance
  • 00:18:38 - Onboarding Made Easy: Realistic Expectations That Work
  • 00:26:26 - Winning With Customers: The Secret To Thriving In Business
  • 00:29:28 - Overcoming Limiting Beliefs: Having Tough Conversations To Grow
  • 00:31:06 - Building A Customer-Centric Team For Unbeatable Customer Journeys
  • 00:32:20 - Clients First: The Ultimate Business Mantra
  • 00:36:31 - The Power Of Feedback: How It Shapes Offer Fulfillment
  • 00:38:50 - Lessons Learned: Growing Through Experiences With Clients
  • 00:41:12 - Breaking Boundaries: Tackling Complex Sales and Marketing Challenges
  • 00:43:00 - The Long Game: Daily Inputs For Long-Term Business Success
  • 00:45:21 - The Art of Self-Validation: How To Control Your Results
  • 00:49:43 - The Holiday Struggle: Lack Of Funds And Its Impact On Sales
  • 00:51:27 - Future-Focused Sales: How To Drive Success And Responsibility
  • 00:57:24 - Data-Driven Onboarding: How To Coach Your Team To Greatness
  • 01:01:31 - The Power Of Feedback: Qualitative Measures That Drive Business Growth
  • 01:06:02 - Delivering Massive Value: How To Do More With Less

Links And Resources:

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About the Podcast

How to Scale an 8 Figure Agency 🚀
Strategy and AI consulting for 6–7 figure agencies to help them scale to 8 figures.
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.

About your host

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Lucas James