Closed $300K/mo Client & Rebuilt Sales Ops

Overview

Marshall & Troy were already functioning like a sales agency, working 12+ hour days and closing deals across 6–8 different accounts. But their setup wasn’t sustainable—they were doing everything manually, with no real backend structure. They partnered with us to build real systems: CRM, client onboarding workflows, sales automation, and fulfillment infrastructure.

The Result?

They signed a $300K/month client to run the entire marketing and sales process.

Deal Structure

• $10K upfront setup fee (every 6 months)
• 5% revenue share
• Campaign focused on scaling referrals into a formal acquisition system

Execution Timeline

• Rebuilt operations in 8 weeks
• Went from burnout to structured client acquisition
• Negotiating a second major deal ($50K/month) to build out a full sales team

Results (8 Weeks)

• 5 clients in total, including the $300K/month account
• Agency currently generating $50K–$60K/month
• Projected to hit $80K–$90K/month in the next quarter
• Running smoother, leaner, and far more scalable than before

Quote from Marshall

“Average order value is between $80K–$300K and we get 5% plus $10K fee for 6 months 😁”