Agency revenue operating system
A revenue operating system delivered $243,600 in annual impact.
A multi-department digital marketing agency was productizing its services while launching a separate agency brand. It needed a new acquisition funnel without disrupting existing client communications or internal delivery.
The bottleneck
The new brand needed a reliable path from campaign response to booked conversation. The parent agency's existing client relationships had to stay in their established CRM, while delivery needed a standardized operating foundation.
What we built
An embedded operations specialist connected the acquisition funnel, client communications, and delivery around clear responsibilities for each system.
- ActiveCampaign handled the new brand's lead capture, follow-up, and scheduling.
- HubSpot remained the parent agency's home for existing client communications.
- ClickUp provided the internal operating system, with department workflows and supporting automations.
What changed
The new funnel was live one month after team kickoff. Two incremental contracts produced $201,600 in annual revenue.
Automated lead entry, follow-up, scheduling, and coordination reclaimed 1,200 hours annually, saving $42,000 per year. Revenue and savings together produced $243,600 in annual impact, with acquisition, client communication, and delivery each retaining a clear home.
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