This agency’s biggest roadblock to profitability was the way they were allocating time and pricing their services. The team was working overtime, but revenue wasn’t reflecting the hard work they were putting in. They had realized their target market couldn’t afford to pay the agency’s desired price point, so the team was constantly taking on more work just to keep things running.
This imbalance wasn’t just affecting the agency's finances—it was creating chaos in their operations. With no consistent way to predict how long a project would take the team, they were constantly reacting to client needs rather than steering the ship. Despite their best intentions, deadlines were being missed, stress levels were soaring, and the owner and team felt trapped and overworked with no clear path to growth.
If they didn’t solve this, the agency was at risk of imploding. Burnout was already looming, client retention was slipping, and the stress of not knowing where they stood financially was taking a toll on everyone involved.
To break the cycle, we started by going back to the basics. To better align their offer to their ideal target market, we first had to research and identify the root problems their ideal clients were really facing to refine their offering to match what clients could actually afford. Instead of pitching to do it all for the initial contract, we honed in on the specific deliverables that aligned with their clients’ budgets, making sure they were paying for the work that mattered most.
Next, we restructured how the agency approached new projects. Instead of trying to be a jack-of-all trades agency and prioritizing fewer, higher-impact deliverables with new clients, the agency was able to focus their time more effectively and stay within budget. This allowed them to create room to scale—both in terms of time and financial flexibility. As their clients’ revenue increased, so did the scope of work, creating a more sustainable path for profitable, long-term partnerships.
To ensure these changes made a lasting impact, we had to analyze the agency’s financials, identifying areas where resources were being unnecessarily overextended. By reallocating resources and streamlining processes, we helped the agency free up more time, reduce stress, and bring the entire operation back under control.
Simply by refining their offer and aligning it with their clients’ needs, the agency no longer found itself overextended or underpaid. Their new client-oriented pricing model, combined with a more strategic approach to client relationship management, opened the door to more predictable monthly recurring revenue. With a more data-oriented plan, they could now scale alongside their clients as their budgets grew—without the chaos of constantly adjusting on the fly.
These changes empowered these owners to finally regain control over their time and their business. With a clearer understanding of their financials, they had the confidence to make decisions that positioned the agency for long-term, sustainable growth. The result? A staggering jump from -$24K average monthly net loss to a $40K monthly profit, marking a complete financial turnaround and a more profitable future for the agency.
Transitioning from a project-based to an MRR business model transformed this agency from being at risk of closure to thriving with a predictable and sustainable income.
Their story is a testament to the power of strategic pivoting, smart pricing, and the importance of building a business that aligns not just with both market needs, but your personal values as well.
