In-Depth Success Stories

Our case studies offer a deep dive into the real-world impact we’ve had on agencies just like yours.  Each case study highlights the unique challenges faced by our clients, the strategies we implemented, and the measurable results that followed.

Agency Category
Agency Pain Points
Agency Starting Revenue
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Freelancer Scales to $50k MRR (CASE STUDY)

Client Acquisition
Hiring
Lead Gen
Offer
Systems

Zach Wood started as a videographer in Provo, Utah, with a fledgling agency and only one paying client, barely making $4,000 a month. He struggled with creating ROI for clients and had no defined acquisition or fulfillment systems, leaving him and his team in constant stress about how to grow and deliver results.

Before
  • No ROI for Clients: Zach felt more like a "glorified videographer" without a clear system to generate tangible client outcomes.
  • Lack of Systems & Structure: Operating without SOPs, client funnels, or a predictable way to attract new business, Zach was overwhelmed and doing everything himself.
  • Sales Struggles: Limited sales skills meant he struggled to close new clients and lacked confidence in pitching his services.
    • After
  • Achieved significant growth using Agency U's Authority Funnel System
  • Increased monthly recurring revenue (MRR) from $5,000 to $50,000
  • Implemented efficient operating systems for streamlined processes
  • Developed effective sales frameworks to improve client acquisition
  • Hired and structured roles to reduce workload and increase focus on scaling
  • Built a confident, organized team of 10 employees
  • Positioned the agency for further growth, aiming to reach $100,000 MRR
    • Learn More
    0-$10k

    How Ryan Added $34,000 in 2 Weeks in his SMMA

    Video Agency
    Real Estate Media
    Social Media Management
    Offer
    Client Acquisition

    Ryan was running a successful real estate photography business, earning six figures in 8 months. However, he felt drained, unfulfilled, and stuck in a cycle of low-ticket, high-volume shoots with no creativity or systems in place.

    Before
    • Burned out from low-ticket, high-volume real estate photography work.
    • No time or systems to scale or take on retainers.
    • Creativity stifled by repetitive, low-value shoots.
    • Struggling to transition to a content agency model with larger impact and fewer clients.
    After

    After joining Agency U and working on systems, offers, and client pain points, Ryan was able to transition from low-ticket real estate photography to a content agency model. In just 2 weeks, he signed $40K in contracts, gained 5 new clients, and set up a path for predictable, high-ticket income. He now works fewer hours with a more fulfilling, scalable business.

    Learn More
    $10k-$50k

    The Retainer Model That Grew This Real Estate Agency to $100k

    Real Estate Media
    Systems
    Hiring
    Video Agency
    Social Media Management

    Cam ran a real estate media agency focusing on listings, but wanted to add another revenue stream. He joined Agency U to implement a short-form content retainer model to stabilize his income, especially during slow seasons.

    Before
    • Unpredictable income, especially in the off-season.
    • Struggling with project-based work and wanting more stability.
    • Uncertainty around how to implement a retainer model.
    • Lack of confidence in systematizing new services.
    • Fear of becoming a bottleneck in delivering services.

    ‍

    After
    • Grew to $15K/month in retainers across 12-13 clients.
    • Gained confidence by following a proven system and delivering value without scope creep.
    • Stabilized revenue, even during slow seasons, with a predictable retainer model.
    • Built solid client relationships, allowing for easy sales and consistent growth.
    • Positioned himself as an expert with clear systems for delivering services efficiently.
    Learn More
    $10k-$50k

    He fired himself from his agency…Here’s what happened

    Offer
    Video Agency
    Hiring
    Systems

    Cameron was running his creative agency without structure. His business was making just shy of $500k, but it was chaotic. There was no accountability, and he was handling everything himself with a control complex.

    Before

    No structure or organizational clarity, leading to confusion.Cameron was overwhelmed, doing everything himself, working 7 days a week, with no time for family or growth.Struggled with pricing, profit, and delegation, leading to burnout and stagnation.Outcome / What they achieved:

    After

    Cameron nearly doubled his revenue in a year, reaching just under $1M.He expanded his team from 2 to 7 full-time employees and 16 contractors.He closed a $275k deal with a 92% profit margin and learned to price for profit and delegation.Cameron transitioned from a freelancer to a CEO role, allowing him to step away from daily operations and focus on vision and growth.

    Learn More
    $50k+

    Freelancer to $50K/Mo Agency: Matt's Journey to Business Owner

    Video Agency
    Systems
    Client Acquisition

    Matt was a freelancer, running a short-form video production business in Southern California, operating as a one-man show without predictable income. He had a desire to grow beyond being a "glorified freelancer" and transition into an agency owner but lacked the systems, team, and mindset to scale.

    Before
    • Stuck in unpredictable, referral-based income with no clear client acquisition strategy.
    • Fear of failure and uncertainty in business operations held him back from taking control.
    • Overwhelmed by wearing all hats: filming, editing, and managing clients alone.  
    • Struggled with leadership, systematizing processes, and scaling his business.
    After
    • Scaled his team to 8 (soon 9) employees, transitioning fully to an agency model.
    • Increased monthly revenue from $5K-$8K to $20K, with projections to reach $50K by early 2024.  
    • Built a predictable, repeatable system for client acquisition using SMS outreach and niching down to real estate clients.
    • Gained clarity on his offer, margins, and leadership, allowing him to step back from operations and focus on growing the business.
    Learn More
    0-$10k

    Video Agency QUADRUPLED With This Simple Strategy

    Systems
    Video Agency

    Stephen Sanchez, founder of Sovereign Media, was a solopreneur running his video agency, but he felt trapped by handling all aspects of his business alone. He realized he needed help to grow his agency efficiently while maintaining a boutique feel. Stephen wanted to move from doing everything himself to building a sustainable system-driven business.

    Before
    • Overwhelmed by handling all editing and client work alone
    • Felt stuck with no clear path to scale his agency
    • Struggled with inefficient systems, hiring, and onboarding processes
    • Wasted valuable time on repetitive tasks like video editing and scheduling
    • Couldn’t focus on high-level creative work or business growth\
    After
    • Hiring editors, freeing up his time and quadrupling his capacity to handle clients
    • Streamlining onboarding and client processes, saving time and increasing professionalism
    • Focusing on higher-value creative work and business development, enabling him to grow faster
    • Achieved $20k in additional revenue from a single strategic shift
    • Gained back personal time to focus on family and future projects while his agency operated efficiently
    Learn More

    6 Figure Agency in 6 Months

    Video Agency
    Social Media Management
    Client Acquisition
    Systems

    Santiago Castro, owner of Optic Element, started a branding agency focusing on video, social media management, and design. Despite initial success, he lacked the foundational systems and processes necessary for growth and sustainability.

    Before
    • Lack of solid systems, making the business feel unstable and unsustainable
    • Struggled with scaling while delivering high-quality products to clients
    • Needed effective ways to hire, build a team, and streamline operations
    • Overwhelmed by the amount of foundational work required to run the business
    After
    • Scaled his agency to six figures within 4 months after joining Agency U
    • Implemented systems using Notion, Zapier, and Slack that provided structure and peace of mind
    • Built a team, enhanced client tracking, and automated onboarding processes
    • Saved at least two years of business growth by applying Agency U’s shortcuts and systems
    Learn More
    0-$10k

    How Dylan went from 3k/mo to over 20k/mo

    Video Agency
    Lead Gen
    Social Media Management
    Systems
    Offer

    Dylan, a digital marketing agency owner, was drowning in tasks, juggling two clients, and feeling completely overwhelmed. He consumed countless YouTube videos, attempting to learn and implement, but remained stuck, earning only $2-3k per month and without any clear direction or systems in place.

    Before
    • No systems in place, causing massive overwhelm and inefficiency
    • Struggled with sales confidence, limiting his ability to close deals
    • Confusion from consuming too much conflicting information online
    • Lack of a clear business roadmap or operational strategy
    • Feeling of burnout from trying to handle everything solo
    After

    Dylan transformed his business by implementing systems, automating onboarding, and gaining control over his operations. He scaled from $2k to $20k months consistently, closed more deals by mastering sales, and experienced time freedom by building a team. The clarity and structure provided by Agency U led to a complete mindset shift, allowing him to triple his income and enjoy life while his business grew.

    Learn More
    0-$10k

    Our Wall Of Wins

    FAQs

    What kind of agencies do you work with?
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    We’ve worked with all types of agencies across the board. Every agency is different which means that each agency receives a personalized game plan that is custom to their agency.

    How much time is required to implement the program?
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    The minimum amount of hours Agency U members put in to get results is 5 hours per week to get a substantial result. As we always say in Agency U “If you don’t make the time for systems, you will never have the time.”

    Is Agency U a course?
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    Agency U is not a course, it is a mentorship program that involves 1:1 calls with 7 figure agency owners, it involves done for you systems buildout, a community of 200+ agency owners, 24/7 slack support access and access to live in person community events.

    What kind of personalized 1:1 support is involved with the program?
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    You’ll have 24/7 slack access support from our two co-founders Austin and Gilberto along with 1:1 strategy calls paired with unlimited 1:1 implementation calls from your dedicated coach (who is an agency owner doing $50k/month in his agency).

    What makes Agency U different?
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    Agency U is designed by agency owners for agency owners. Our team is compromised our co-founders who are owners of 7 figure agencies who started their agencies in 2018. Most agency programs will usually be either lead generation focused or talent acquisition/systems focused. Agency U is a program that covers all 9 levers to grow your agency which are:

    Is Agency U for new agency owners or established agency owners?
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    Agency U is a mentorship program to help agencies scale. The co-founders Gilberto and Austin have both scaled past $100k/month in their agencies which means they are able to beginner agency owners as well as established agency owners. We have agency owners across the spectrum ranging from beginners to agencies doing $100k+/months which means agencies will benefit from having a strong community of agency owners that have knowledge, skillsets and experiences to contribute to the group.

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