April 4, 2023

How to Automate Agency Operations

Learn how to automate 160+ agency projects with one manager, a Google Doc and a Trello board...

Ever wondered how to FINALLY step away from the day to day grind and automate your agency operations once and for all...

without sacrificing quality of work and without employees?

This Wednesday at 1PM CST, I’m hosting a livestream inside the FB group to share exactly how I automated my design agency operations and escaped client slack channels for 6 months with 0 employees!

Fo' Real Doe.

With one operations manager (contractor), a Google Doc, a Trello board and dozens of badass freelancers, I automated operations for over 160 web design & development projects.

I’m going to deep dive into:

- Why You Need to Automate Operations

- How to get your systems out of your head and into a centralized playbook so that operations can run on autopilot.

- How to hire and train a dedicated operations manager so you can finally fire yourself from operations within 57 days.

- How to streamline project management and communications so you can successfully deliver for dozens of projects and manage dozens of contractors without being the bottleneck.

I’ll be providing all the templates and resources I used so you can implement the same inside your business, whether you’re selling design, marketing or consulting services.

By the end of the training, you’ll have everything you need to get started building an automated, cashflowing business by streamlining and automating your operations.

See you on the livestream! Link to RSVP is here.

Here's to growth without hustle -

Matt Kohn


Missed the last few weeks of livestreams / content? Get caught up:

Want help implementing the method for only $99? We're going live in 7 days!

Use the coupon code “ACADEMY” and take the 72 hour sales challenge!

Want 1:1 advisory and DFY implementation to grow revenue and to replace yourself from operations - with a 3X minimum ROI guarantee?

See if you qualify and apply here.

Ever wondered how to FINALLY step away from the day to day grind and automate your agency operations once and for all...

without sacrificing quality of work and without employees?

This Wednesday at 1PM CST, I’m hosting a livestream inside the FB group to share exactly how I automated my design agency operations and escaped client slack channels for 6 months with 0 employees!

Fo' Real Doe.

With one operations manager (contractor), a Google Doc, a Trello board and dozens of badass freelancers, I automated operations for over 160 web design & development projects.

I’m going to deep dive into:

- Why You Need to Automate Operations

- How to get your systems out of your head and into a centralized playbook so that operations can run on autopilot.

- How to hire and train a dedicated operations manager so you can finally fire yourself from operations within 57 days.

- How to streamline project management and communications so you can successfully deliver for dozens of projects and manage dozens of contractors without being the bottleneck.

I’ll be providing all the templates and resources I used so you can implement the same inside your business, whether you’re selling design, marketing or consulting services.

By the end of the training, you’ll have everything you need to get started building an automated, cashflowing business by streamlining and automating your operations.

See you on the livestream! Link to RSVP is here.

Here's to growth without hustle -

Matt Kohn


Missed the last few weeks of livestreams / content? Get caught up:

Want help implementing the method for only $99? We're going live in 7 days!

Use the coupon code “ACADEMY” and take the 72 hour sales challenge!

Want 1:1 advisory and DFY implementation to grow revenue and to replace yourself from operations - with a 3X minimum ROI guarantee?

See if you qualify and apply here.

Table of Contents

Ever wondered how to FINALLY step away from the day to day grind and automate your agency operations once and for all...

without sacrificing quality of work and without employees?

This Wednesday at 1PM CST, I’m hosting a livestream inside the FB group to share exactly how I automated my design agency operations and escaped client slack channels for 6 months with 0 employees!

Fo' Real Doe.

With one operations manager (contractor), a Google Doc, a Trello board and dozens of badass freelancers, I automated operations for over 160 web design & development projects.

I’m going to deep dive into:

- Why You Need to Automate Operations

- How to get your systems out of your head and into a centralized playbook so that operations can run on autopilot.

- How to hire and train a dedicated operations manager so you can finally fire yourself from operations within 57 days.

- How to streamline project management and communications so you can successfully deliver for dozens of projects and manage dozens of contractors without being the bottleneck.

I’ll be providing all the templates and resources I used so you can implement the same inside your business, whether you’re selling design, marketing or consulting services.

By the end of the training, you’ll have everything you need to get started building an automated, cashflowing business by streamlining and automating your operations.

See you on the livestream! Link to RSVP is here.

Here's to growth without hustle -

Matt Kohn


Missed the last few weeks of livestreams / content? Get caught up:

Want help implementing the method for only $99? We're going live in 7 days!

Use the coupon code “ACADEMY” and take the 72 hour sales challenge!

Want 1:1 advisory and DFY implementation to grow revenue and to replace yourself from operations - with a 3X minimum ROI guarantee?

See if you qualify and apply here.

The Client

World class product with massive ambition
SteelCon is an innovative family-owned engineering firm based in Canada. Their proprietary product is up to 30% lighter weight than traditional steel allowing for higher cost effectiveness and faster project implementation while minimizing the carbon footprint of commercial development projects.

The Problem

Struggling to grow beyond local network
Despite having a revolutionary industry and world-changing product, SteelCon was seeking to expand internationally, however, they struggled to generate business outside of their local network.

The Solution

Managed business development
SteelCon realized they needed to create a predictable growth engine that allowed them to generate qualified leads and sales opportunities outside of their existing network. With Predictable Growth, SteelCon hoped tocreate a predictable B2B growth engine from managedgrowth that allowed them to expand their client base internationally.

The Results

S10M+ sales pipeline from scratch in 26 days
Within less than 4 weeks of launching their business development campaign, we generated a sales pipeline worth well over $10,000,000 by converting 2% of prospects we reached out to into sales appointments on the calendar.

Business Development Process

Develop Your Avatar

As always, we began by defining the ideal client avatar in detail, including both demographics and psychographics, to craft a story-driven message that resonates.

Pictured: Our Customer Avatar Template

Develop Your List


Develop Your ListAfter defining our client's avatar, we produced a high quality, pre-vetted list of 500 perfect prospects that matched our client's targeting criteria.

Pictured: Prospect List from SteelCon's campaign

Market of One Research & Strategy Development

We researched our client's industry and competitive landscape in order to identify the opportunity gaps for them to make the competition irrelevant.

Pictured: One of several positioning exercises we use for developing our client's Market of One strategy

Develop Your Market of One Positioning, Messaging & Copywriting

After research, we refined our client's positioning and messaging from "a market of many" to a "market of one" and wrote a hyper-personalized sales outreach sequence designed to stand out from the crowd and generate responses from qualified leads.

Pictured: Our campaign messaging map, inspired by Donald Miller's storybrand framework.

Launch Your Business Development Campaign

We launched a a multi-step business development test campaign to a small list of 500 targeted prospects in order to generate interest in our client's service offerings.

Respond to Leads, Follow Up & Set Appointments

After prospects responded, our team responded, pre-qualify leads based on our client's criteria and set warm discovery calls on our client's calendar.

Pictured: Real life example of a prospect conversation that led to a $3M+ opportunity for our client. Click the button below to get the full email sequence!

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