The Agency Roadmap That Streamlines Your Success and Gets Your Life Back!

Have you ever tried to figure out why two similar people, both honest, with similar backgrounds and intelligence, can start out with two similar agencies, and one become crazy successful while the other seems to flounder around, never really "breaking through"?  What's the "secret"...what makes one, and breaks the other?

There's a reason that the overwhelming amount of people who start an agency either create a really bad job for themselves or outright fail in their first 5 years.  Is it Destiny? Hard Work? Positive thinking? Natural ability? Enough capital?  More training or licenses? Some think it's just hard work…or a better location. .. or just "lady luck"?  Why, for every agency that succeeds, the majority has to fail?

I see it everyday, working with agency owners worldwide, delivering "hands-on" guidance and the specific tools they need --  a literal "Agency Roadmap" -- to grow from an entrepreneurial dream into a successful business I see some prosper awesomely, while others -- some even more talented! -- barely get by.

So, a little while ago, as I was thinking about this, about what the "secret" was that would make one agency succeed and the other never more than mediocre (or worse, destined to fail!) ... my thoughts went back to when I first got started.  I was full of piss and vinegar, taking on the big boys from my upstairs spare bedroom!  

I was committed to knowing more, working harder and networking like crazy… I was going to make it big!  50, 60, 70 hour weeks (and more)… I made a lot of mistakes and stumbles along the way.  Some little, some huge… like destroying my marriage and stressing myself into a heart attack.  I did build the agency I wanted…retired from it… and sold it for a pile of cash… but at what a cost!

I learned too late that all my digital knowledge and technical ability wasn't what made the difference (I lost plenty of bids to less qualified competitors!).  No, and it wasn't just working harder or sheer luck (oh yeah, I got called "Lucky" a lot!) or any of the other things people imagine.  In fact, I had been my own worst enemy!  It's a bloody miracle I managed to build the huge, successful agency I did… and even live!  

What I learned might surprise you.  But let me warn you:  

If you're looking for easy answers, read no further.  You know...the universal cure-all;  "Do this", or "Do that", and everything else will "fall into place". You will be dissatisfied with what I'm about to share with you.  It's taken me over 15 years to build this program...and if you're ready for real-world answers to your real-life problems, then sit down, set aside the next half-hour or so, and listen to what I had to learn...what every digital agency owner must learn to have any kind of chance at all at success in today's economy.

What Is The Fastest Road To Growing A Successful, Profitable Agency Today?

Well, let's get one thing clear first, there is no one secret to success or magic money button.  In every business, there are several vital, important areas you have to learn…and address.  Oh yeah, you can call them 'secrets', OR "ninja" if you want, but everybody has to learn them, or you'll never crossover to true financial & personal (quality of life) success!  It's like building a building… having a pile of wood and nails isn't enough…you need a blueprint -- a clear-cut guide with everything spelled out for you -- or it'll all fall apart in the end!

The first thing you need to learn is this, if you're ever going to make REAL MONEY you must first put yourself in a position to do so. The more stuff you do yourself, the less you make... that's right:

1) "The LESS Stuff You Do, The More Money You Will Make!"

See, I always had to know everything about everything.  I could always jump in and take control of a project to drag it over the finish line.  In fact, when you get right down to it I HAD TO Show that I was the best.  This one truth probably cost me seven figures alone!  

Now, hand-in-hand with that was that I had a HARD Time taking advice or coaching from anyone.  

2) Seek help from the best you can find in our field, and ONLY take advice from someone who's actually done it successfully, who's achieved what you want for your agency."

There's a reason my Dad used to call me "Hard Headed!"  But I had to learn this one the hard way!

First, I went to all the conferences and sat through all the training.  But all those tens of thousands of dollars were spit in a bucket when you consider the MOST Expensive "Seminar" Of All:  The "School of Hard Knocks!  

I kept banging at it for years… and it almost killed me (literally)!  If that's the way you want it, keep beating your head against the wall and spending more money than you need to.  By now you should know how long this path takes, not to mention costing you tens of thousands of dollars and years of long hours and loads of stress.

One of my favorite quotes is from Einstein.  He said,

"Doing the same things over and over again -- and expecting different results -- is the definition of insanity!"

Or, you can go and seek out an expert...someone who obviously has a handle on all the important parts of your agency...and pick my brains'  You'll always find this way to be a whole lot cheaper -- and quicker -- in the end.

Now if you want to stay small, keep enough projects going for you and maybe one or to virtuals, there's no point in reading any further… just keep doing what you've been doing and you'll keep on getting the same results you've been getting. 

But if you want to build a real agency (not a gloried freelancer)… one that potentially could provide a high 6-figure income for you year in and year out… or be sold in 3-5 years for millions if that's what you want… I can show you how to do it and AVOID the mistakes all the other agencies (and freelancers and entrepreneurs) keep making over and over again.

Look, it's can be one of the loneliest places in the world owning an agency.  

You already know your stuff.  Your clients turn to you for your expertise, and when you and your team get a client, you know how to Wow them!  You know how to make their site look like a million bucks.  Make their CRM sing and work their online presence like a superstar.  SEO and social media…no problem.

But there's a whole lot more to running an agency than just being good, isn't there?

  • Handshakes and one-page agreements don't cut it when you have a shot at a big project.  They want a professionally-done proposal… and that's a whole different animal!  
  • And sales!  Schmoozing at networking events, hit or miss follow-ups, and "hope-for" referrals aren't enough… you need constant lead-flow to keep your company growing.  
  • Managing your metrics, hiring the right people, eliminating feast or famine production swings, these are all part of your day to day job.  Did I say job?  
  • When did your business become your job?  When did you stop being the entrepreneur and having to be the chief cook and bottle washer… the employee at the bottom of the hill, where everything slides to?

Let me tell you:  You're not alone!  You had a dream and more than that, you had the drive, the focus and the grit to stick to it all -- through all those boring classes and sweating all those licensing exams.

What if there was a way for you to cut to the chase, a roadmap you could follow to break through all the things holding you and your agency back, and start experiencing real success?  Not in years and years of slaving away for endless hours on thankless projects, but start seeing real world changes happening in just a few short months.  Now There's...


MONTH 1 - 10 Step Niche Process

Why is such a big deal to find your niche? Ever heard of the phrase “history always repeats itself?” Well, it is true. I will explain our 10-step niche down process in this webinar and explain why it is CRITICAL to niche down ASAP with your agency.

MONTH 2 - Productization – Legos

Learn how to create a value-based pricing model that allows you to hand off projects with confidence that your offering is consistent. In this webinar, I will demonstrate our “Legos Productization Pricing Model”. I will show you how to get out of the weeds, and get in the driver’s seat.

MONTH 3 - Proposal Creation & Delivery System

I cover all of the steps required to create a streamlined proposal template and delivery system that will dramatically increase your agency's close percentages. After implementing my proposal process, Brennen closed over $500K in residual contracts, and it took him less than 5 minutes on average to create each proposal.

MONTH 4 - Prospect Engagement

Increase engagement and remove yourself from the sales process. When you add an elevator pitch and sales deck to the proposal delivery system, you will have a simple process that allows you to streamline and scale your agency's sale capabilities.

MONTH 5 - Lead Generation & Forward Movement

My 100% guaranteed method to drive new business in the door! We have everything we need to generate sales, now let's get out there and drive some revenue. In this webinar, I will explain how to get targeted leads and qualify them using your elevator pitch, sales deck, and products.

MONTH 6 - Traffic Generation

In my Traffic Generation webinar, I explain how to build long-term and profitable traffic sources. Our P.O.P. framework (Pay now traffic, Ongoing effort traffic, and Pay later traffic), Guerrilla marketing warfare, and the Top 30 traffic generation sources will break down how to pick the best option for your agency both now and long-term.

MONTH 7 - Lead Harvesting

How to permanently fix the “How do I get New Leads?” problem. In this webinar, I show you how to eliminate the peaks and valleys of lead generation. I call it lead harvesting and if you get this right, you will have a consistent stream of buy mode ready leads for your agency.​​​

MONTH 8 - Project Management

I will cover my 8-step project management system that is guaranteed to eliminate scope creep and set the proper expectations every time! We go over the 5 legal agreements, 8 step system, scope doc templates and more.

MONTH 9 - Sales and Marketing Automation

In this webinar I give a comprehensive overview of the exact steps you take to create a world class sales and marketing automated system complete with the KPI dashboards you will need to get in place for predictable and reliable sales machine. Learn the exact steps you need to take your sales to the next level, eliminate follow up failure today! 

MONTH 10 - Key Performance Indicators

How to track success and failure to ensure you are guiding your agency in the right direction for long-term success. In this webinar I cover the big 3, what are the 3 KPIs every agency must know to be successful!

MONTH 11 - Brand Positioning

In this webinar I cover the top positioning elements you need to get in place for your agency to increase pricing by at least 20%. Some you can control, some you cannot, tune in to find out how to accelerate your brand positioning elements and speed up your time to close numbers. 

MONTH 12 - Pricing

I cover the 3 M’s of pricing and discuss how the 6 different pricing types can be applied to your agency.


In My World, it is ALL ABOUT RESULTS. Just Ask My Students, Below are Reviews from Amazon, Ohhhhhhhh we also hit #1 New Release in March 2019 for the Small Business Category! HOW COOL IS THAT!!


​Details in Boxes Below 

Monthly Topics

This 12 Month program will build your agency in a manner that focuses on the G.P.S model. Each month we will discuss a specific topic, go through the online course, customize your tools and build your agency with specific topics strategically placed to give you highest possible shot at achieving the success you envisioned when you started out.

12 Online Courses & Workbooks

Each month we will open the vaults to another online course with a workbook that outlines everything we will learn that month. You get this a week before monthly Educational and Tools Workshop so you will have plenty of time to prepare and maximize your agencies potential. 

Educational & Tools
Introduction Workshop

At the beginning of the second week of each month, I will personally walk you through learning about each step in the program. Once you understand the what, why and how, I will show you the tools required to complete this step in your journey. 

2 Hour Accountability Workshop & Questions.

I pick 2 or 3 students a month, we walk through what, why and how they implemented their homework assignments. We discuss successes and failures, and then we answer every question submitted by the group. Once all this is done, we open the discussion up to everyone for a group jam session. 

You Get Over 75 Tools!!!

Proposal Template, Legal Agreements, Project Scope Template, KPI Spreadsheets, Lead Magnet Templates, Email Swipe and Deploy Copy, MindMaps and literally to many to list in this part, but do not worry.

LIST OF THE TOOLS BELOW, keep scrolling we added a section in just for you ;-)

Self Paced

LIFE HAPPENS! Kids get sick, old friends swing by and it is very hard to make it to a set live workshop every month. So we record all of the private sessions and they are provided ONLY TO YOUR GROUP via the group specific private Facebook Group. So if life does happen, drop in at your own pace, watch the recordings, ask friends in the group and still be on track to hit your goals. 

Class Specific Facebook Group

Facebook Group setup for every single class. It is always nicer to have someone walking or driving the same mile you are for simple questions, cheerleading and tough love if needed. I am personally getting into the group and answering as many questions as I can. We encourage all students to get to know each other, setup study sessions, work times. Like I tell my daughter, Teamwork Makes A DreamWork Big Girl!

Keep it Small

We limit all of our classes to no more than 40 students per class. We want to be able to answer all of your questions, give some personal attention when we can and make sure you walk away with a small support (family) group to grow with. We keep the Facebook group active after the program is completed, so everyone can stay in touch and problem solve together in the years going forward.

2 Hours of One on One Coaching

Every single student in every single class gets one on one coaching from me. Every six months we will schedule a time to look at your agency, discuss your pain points and get some real world solutions in place. As I say in a lot of my coaching calls:

There is no substitute for experience and I look forward to sharing mine with you.  

Like Minded and Same Pains

We do our best to build each class with students who are like minded and experiencing similar pain points. Now obviously we cannot get it perfect, but we work very hard to pair you up with other agency leaders that can relate to what you are going through. 

This is one of the big reasons we have enrollment periods. 

Signed Copy of My Book

All coaching students get a signed copy of my book, full access to my online courses, workbooks and unlimited support. 

LifeTime Access to Online Courses, Groups and Workbooks. 

How Much Does This Cost?

We make it as easy as possible, you can pay all at once up front or we can break it up into two payments. 

$1500.00 One Time Payment that gets you full access to all of the tools and courses immediately. After that there is a $97 monthly fee for 12 months. 


40 of Those Tools Are Listed Below, To Many to List All of Them...Thousands of Hours and Millions of Dollars Went Into Developing These Real World Tools Engineered Specifically for Digital Marketing Agencies...

  1. Word Version - Proposal Template
  2. KPI Master Spreadsheet
  3. Customer Acquisition Cost Spreadsheet
  4. Billable vs. Non Billable Spreadsheet
  5. Revenue Tracking Spreadsheet
  6. Expenses Tracking Spreadsheet
  7. Project Scope Document Template
  8. Change Order Template (YOUR NEW BFF)
  9. Project Calibration Template
  10. Project Phase Sign Off Template 
  11. Hosting Service Level Legal Agreement
  12. Service Level Legal Agreement
  13. Privacy Policy Legal Agreement
  14. Refund Policy Legal Agreement
  15. Terms & Conditions Legal Agreement
  16. Customer Avatar Worksheet
  17. Brand Positioning Worksheet
  18. Implementation Goals Worksheet
  19. New Hire Offer Letter Template
  20. New Hire Personality Assessment 

21. New Hire Skill Set Assessment

22. New Hire Job Description Template

23. New Hire Social Media Assessment Spreadsheet

24. Over 100 Interview Questions

25. New Hire Interview Grading Rubrics 

26. Lead Harvesting Mind Map

27. 30 Day Nurturing Mind Map

28. Long Term Holiday/Evergreen Nurturing Mind Map

29. New Client On-Boarding Mind Map

30. Client Satisfaction & Positive Reviews Mind Map

31. Over 60 Email Templates (Swipe and Deploy)

32. Over 70 Content Topic Ideas

33. Object Oriented Planning System Workbook

34. Top 12 Lead Magnets for Agencies

35. Lead Magnet Creation Worksheet

36. 20 Additional Lead Magnet Ideas

37. Leadership Team Meeting Agenda Outline

38. Group Team Building Exercises  

39. Purpose Statement Worksheet

40. Core Values List





Does it take 12 Months to see results?

DEFINITELY NOT, normally you will see results in the first month or two. As you meet your group members, read up on the content and dive into the program there are countless ways this program will make your life easier. 

Can I Go At My Own Pace?

Of course you can, most group members decide to tackle one topic/system at a time, and I strongly recommend you do the same. Now, if you just cannot follow along with the group and learn with the group, we can give you full access to all tools and courses. The monthly workshops will continue as scheduled, and of course we hope you can join us on occasion. 

How Long Do I Have Access to the Courses, Workbooks, Facebook Group, etc..??

Join Our Alumni Program! Our Alumni program allows you to access all of your groups private workshop recordings, all of the tools, online course updates, workbook updates, access to the group specific Facebook group and more...

As long as the Alumni class is active, we will keep it going! We will do what it takes for as long as it takes to ensure you are successful using my program  ;-) 



We only have 4 classes a year, we do this so we can cater the content, tools and advice to fit each class. This is one of the primary reasons we have an enrollment period. After you complete the enrollment form, we will ask you to schedule a one on one interview and complete our Agency Health & Wellness Exam. This questionnaire and a one on one interview allows us to pair you with other agency owners who are going through similar growing pains or have already experienced the pains you are about to experience.

Limited Access to My Agency group coaching program for digital agencies



 There are certain "Rights of Passages" when you are building an agency. At first you are just dying for leads, then you are trying to maximize every lead, then you need a system that does not required you to do anything to generate leads and sales....

Obviously all three scenarios are completely different and the advice you need changes when facing the challenges as you pass from one level of agency owner to the next.


We have an enrollment period for a lot of reasons. At the top of the list we understand a fundamental rule of life in general "It Takes a Tribe" to raise a child or build a business. The community around you will be critical to your success. Having other like minded agency owners walking the same path, customizing the same tools and experiencing the same growing pains. It is a HUGE reason our program has such high success rates. 

open enrollment for the agency success roadmap group coaching program for digital agencies
digital agency coaching program exam



My AGENCY HEALTH & WELLNESS EXAM is an amazing tool that gives us a physical grade on the overall health and wellness of your digital agency. We use this grade during our one-on-one interview and through the coaching program. This data has proven to be invaluable in allowing us to help your agency faster and with more precise results for your agency. 

Private Facebook Group for Every Class

We all get to know each other over the course of the year, working on the same items and asking implementation questions. The community is such an instrumental part of the program. The group supports you and holds you accountable. Everyone in the group is here for one reason, to grow their agency. We all work as a unit towards that common goal.






As with everything in life, It Takes a Tribe right? 

There is no way I could have built my first agency without having leaders in the trenches with me. If you have multiple people you want to attend with you, you can add up to 2 team members. Each additional team member is an additional $500 per team member.  

group coaching program for digital agency


digital agency group coaching program one payment option


$1500 One Time Payment and then $97 a month for 12 months. For each addtional student you would like to bring, there is an additional $500 One Time Payment and $47 a month. 



Life Happens, or maybe you just do not like Lee, who cares. If you are not happy within the first 30 days, let us know and we will give you a full refund, no questions asked. 




Again, we understand that "Life Happens". If something happens and you are not happy with the program for any reason, let us know and I am sure we can work something out. 

marketing agency coaching program refund policy