How We Took a Business from $300K to $2.5M/Month in Just 8 Months

How We Took a Business from $300K to $2.5M/Month in Just 8 Months

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Author: Jeremy Haynes | founder of Megalodon Marketing.

How We Took a Business from $300K to $2.5M/Month in Just 8 Months

Table of Contents


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Key Takeaways
In this deep-dive case study, I reveal every gritty detail of our journey scaling a business from a modest $300K a month to an incredible $2.5M a month in just eight months. This isn’t some theory from a textbook—it’s a raw, unfiltered look at our exact strategies, the funnel hacks, the rapid-fire marketing techniques, and even the internal pressures and mistakes that almost brought us down. You’ll learn how we used a single, laser-focused approach on direct response ads tied to a free book funnel, implemented a 12-day email sequence that generated 70% of the revenue, and perfected our webinar strategy to convert large volumes of cold traffic into paying customers. More importantly, this case study exposes the underlying issues of scaling at massive speeds: the importance of your team dynamics, maintaining focus on what works, and how diverting attention can trigger the very collapse you’re trying to avoid.

Table of Contents

  1. Introduction: The Genesis of a Scaling Journey
  2. The Early Wins: From $300K to $600K in Two Weeks
  3. Laying the Foundation: Advertising, Funnels, and the Free Book Offer
  4. The 12-Day Email Sequence: The Unsung Hero
  5. Scaling Strategies: Pressing the Gas on a Profitable Funnel
  6. Team Dynamics and the A-Player Phenomenon
  7. When Success Breeds Complexity: The Introduction of New Offers
  8. The Power and Pitfalls of Diversification
  9. Content Distribution and Building a Household Name
  10. Inside the Engine Room: Lessons from Industry Experts
  11. The Hard Truths: Self-Identity, Organizational Culture, and Scaling at Scale
  12. Conclusion: Lessons Learned on the Road to $2.5M/Month

Introduction: The Genesis of a Scaling Journey

It all began during a time not so long ago—back in 2018/2019, when I made one of my trademark pitches. I remember holding up a printed photo to get the attention of a client who was then averaging $300K a month. This wasn’t just any prospect; he was operating in one of those massive, established verticals that have a built-in audience with pre-formed opinions and needs. Industries like stocks, real estate, and sales are classic examples where the scale itself works in your favor. In these fields, the market is already primed; there’s a natural in-market demographic waiting to buy. I saw the potential in this massive niche and knew that once you tap into that underlying momentum, the growth possibilities are almost limitless.

We started by offering consulting services—simple, straightforward, and high-impact. Initially, the objective was clear: improve the advertising strategies and optimize the funnels that were already in place. In a matter of two weeks, our best practices transformed the revenue from $300K to $600K per month. It was a remarkable validation of how even the simplest tweaks to advertising and funnel structures can result in exponential growth when the niche has inherent momentum.


The Early Wins: From $300K to $600K in Two Weeks

I’ll never forget the initial phase. We walked into this account with our eyes wide open and started by focusing on what we do best—fine-tuning every aspect of the funnel. The client already had an in-house advertiser, but our fresh approach quickly outpaced the legacy systems. After a few adjustments involving direct response ads and a free digital book funnel, we were experiencing a sharp revenue uptick almost immediately. Within two weeks, the business had doubled its revenue output. This wasn’t magic; it was a straightforward application of best practices, executed flawlessly by a team of dedicated A players.

It was also an early lesson in the value of a massive niche. When you’re targeting a large group that already has preexisting beliefs about what they want, the path to conversion becomes a lot smoother. Simply put, people are easier to persuade when they’re already thinking about the solution you offer. This insight became the bedrock for our entire strategy.


Laying the Foundation: Advertising, Funnels, and the Free Book Offer

Our strategy was simple yet effective—a one-funnel approach that relied heavily on direct response advertising. Every ad pointed relentlessly towards one call-to-action: “Get my free book.” There was no gimmick like free plus shipping; this was purely digital content. The landing page was optimized for conversions, and the ads were meticulously managed to keep the cost per lead between $2 and $7, based on the market dynamics at that time.

This free book wasn’t the end in itself. It was the hook—a way to build trust, capture leads, and funnel potential customers into our payment and webinar sequence. What is remarkable about this approach is that it generated leads at a very low cost, establishing a massive base of potential buyers. From this well-oiled machine came the critical mass required to sustain a significant webinar funnel.


The 12-Day Email Sequence: The Unsung Hero

If there is one part of this operation that truly prints money, it’s the 12-day email sequence. Despite all the buzz around ads and retargeting, it was this sequence that contributed 70% of our revenue. There’s something almost alchemical about the way these emails worked. They created a crescendo of anticipation culminating between days 10 and 12—a period when the emails shifted into high gear to drive traffic to our automated webinar.

Every email was crafted with precision. We knew that while direct response ads set the stage, it was the nurturing sequence that truly capitalized on the initial engagement. In this environment, even the smallest tweak in the sequence could shift the scales dramatically. The outcome was clear: 70% of the revenue originated directly from these emails, with the remaining 30% coming from the retargeting ads that reminded people to sign up for the webinar.


Scaling Strategies: Pressing the Gas on a Profitable Funnel

The next big breakthrough came when we truly learned to “press the gas” on a profitable funnel. We had reached a point where every dollar spent was translating into a healthy return, sometimes even yielding a 10:1 ratio. But what many businesses fail to realize is that Return on Ad Spend (ROAS) is not a static metric—it fluctuates. In our case, when the numbers dipped momentarily, instead of pulling back, we doubled down on scaling. This is a lesson I always emphasize: when you’ve achieved positive ROI, do not get timid. Scale aggressively, because the momentum has to be maintained.

I remember a particular moment when our client, impressed with the rapid gains, agreed to transition from a consulting model to a full hands-on revenue share arrangement. He was so impressed by the initial results that he offered to pay $25K a month in addition to the 10% net revenue share, insisting on a prioritized relationship. We locked in the deal immediately, and that was the point when the strategy transitioned from testing to massive scaling.


Team Dynamics and the A-Player Phenomenon

No story of scaling up is complete without a discussion of team dynamics. Early on, we had a tight-knit unit of 12 A players, all of whom were experts in their respective fields. These were the individuals you brag about working with—the ones who consistently deliver, operate with high accountability, and can perform the work of several average team members.

When I first saw the client’s funnel in action, it wasn’t just about the systems—it was also about the people. The team was a finely tuned machine. However, as we scaled and the operations grew in complexity, the balance started to tip. The issue was simple: mixing A players with B and C players. The business owner began to convince himself that he was the sole driver of the revenue, and that mindset trickled down into decisions that ultimately disrupted the culture.

Soon enough, external hires—200 staff members who were not nearly as effective—were brought into the fold. The friction between the dedicated A players and the influx of subpar hires led to growing dissatisfaction. One by one, the top performers began to quit. Even though these 200 new hires were meant to support the scaling, they actually created bureaucratic red tape, diluting the focus of our operations. The once nimble, high-performing team started to crumble under the weight of internal politics and conflicting priorities.


When Success Breeds Complexity: The Introduction of New Offers

Success, however, has a peculiar way of breeding complexity. In our case, things took a turn when the client became convinced that an info product only has a short life span—about a year—and needed to branch out with new offers. This belief led him to introduce a second offer that was entirely misaligned with the brand’s core message. Instead of iterating on the winning formula, we were forced to pivot.

This diversion was catastrophic. The new offer was poorly conceived and received by the market; it just didn’t click. It was as if we had taken the well-oiled, money-printing machine and replaced its engine with an outdated, inefficient one. That misstep not only diluted revenue but created internal confusion. The team’s focus splintered, and those very ideas that could have been implemented to further iterate the winning funnel were ignored or delayed due to bureaucratic inertia. In the end, despite generating additional cash flow from the winning offer, the overall cohesion of the business began to falter.


The Power and Pitfalls of Diversification

At a certain point, the client’s mindset shifted from concentrating all efforts on the proven funnel strategy to chasing an ever-increasing number of new ideas. There was a moment when the focus became fragmented—new courses, additional funnels, and diversified offers were introduced without proper testing or strategic alignment. The result was simple: revenue started to decline.

Even though the main offer continued to generate between $2.1M and $2.5M a month, the misdirected resources created a drag on the overall performance. In fact, some of the mistakes became so prominent that the operating team lost its rhythm entirely. The powerful engine that once propelled the business forward now sputtered because of an organizational overreach. The key lesson here is that less is often more; when you have a winning formula, you need to double down and optimize what works rather than scatter your resources across too many untested ideas.


Content Distribution and Building a Household Name

While the funnel and email sequence were indispensable, another major pillar of our growth was the content distribution strategy. We allocated roughly $200,000 a month solely to content. Now, this isn’t about spending big for the sake of it—it’s a strategic investment in building an enduring brand presence and a household name.

The sheer volume of content distribution allowed us to reach millions of potential customers every month. At one point, we were servicing almost 100 million impressions on personal development topics alone. Think about that for a minute: a continuous stream of content reaching stadiums full of people, building a massive remarketing pool that further fueled our ad campaigns. It created a self-reinforcing cycle where content not only supported the immediate sales funnel but also solidified the brand’s authority and reach over time.

There was an even more striking example of this when we partnered with an industry ad expert. This wasn’t just any rep—it was someone who managed accounts with a monthly spend exceeding a million dollars. During one unforgettable experience, we flew in a helicopter to Menlo Park, visited Facebook’s headquarters, and had an incredible lunch there. I still recall the awe of sitting in a state-of-the-art campus, designed by Walt Disney’s team, with walking trails and even an arcade. These high-caliber interactions underscored the importance of having both tactical execution and strategic insight. Our industry expert walked us through a concept he termed “cyclic campaigns.” Instead of optimizing for the furthest-down funnel event like webinar purchases, he proposed that we optimize at a slightly higher level. This strategic adjustment provided exceptionally better results and added another layer of sophistication to our scaling plan.


Inside the Engine Room: Lessons from Industry Experts

During this phase of scaling, we had access to insights from some of the highest echelons of advertising expertise. After crossing the threshold of spending over a million dollars a month for six consecutive months, our agency was assigned an industry ad expert who specialized in our vertical. This expert explained strategic nuances that weren’t apparent from raw data alone. He pointed out that by optimizing for events higher in the funnel (instead of just the final purchase), you can unlock a whole new level of efficiency in your campaigns.

These insights were groundbreaking. Out of every dollar spent on direct response ads and the entire funnel, a staggering portion of the revenue could be attributed to refined targeting methods and intelligent optimizations. This wasn’t about reinventing the wheel—it was about seeing opportunities in the existing structure. We learned that while the automated webinar was the cornerstone of our revenue stream, the surrounding ecosystem of retargeting ads, direct response strategies, and content distribution was indispensable for sustaining massive growth.

This expertise did more than just improve performance; it redefined our approach to scaling. I integrated these lessons into my Master Internet Marketing Program and my inner circle offering. They serve as advanced modules for entrepreneurs who are already operating at a high level and are hungry for even more efficiency. The scale of operations reached was not just measured in revenue—it was in how many channels you could activate simultaneously without sacrificing quality or consistency.


The Hard Truths: Self-Identity, Organizational Culture, and Scaling at Scale

Scaling a business to the level of several million dollars a month is as much a mental game as it is a tactical one. Alongside the incredible revenue numbers, we faced severe internal challenges that tested the very foundation of our organization. When you achieve success at this magnitude, personal identity and corporate culture tend to shift dramatically.

There comes a point when even the best team can crack under pressure. In our operation, the original belief that an info product has a short life span led the business owner to make impulsive changes. He was convinced that without continuously diversifying, the successful offer would die out in a year or so. This kind of mindset, once it infiltrates the leadership, eventually trickles down and disrupts operations. The result? A severe misalignment that saw key A players leaving en masse, leaving behind a legacy burdened with B and C players who simply could not match the pace of efficient, results-driven work.

I’ve seen it firsthand—the transformation that occurs when money starts flowing freely and power dynamics shift. Some team members begin to adopt dormant personalities that they had never intended to develop, triggered by an influx of cash and new responsibilities. I remember advising against mixing top performers with mediocre talent, but that caution went unheeded. It wasn’t long before the friction became palpable, and our once-pristine team disintegrated.

This crisis wasn’t just about hiring the wrong people; it was about a shift in self-identity. A stark reminder: how you view success—and how success changes you—is crucial. The moment you start believing that you are the sole driver of growth, you begin to isolate yourself from the collective effort that made the success possible in the first place. In our case, the business owner’s growing ego and insistence on diversification resulted in a dramatic decline. Despite being at the helm of a business that once generated $2.5M a month, the internal discord and constant churn of talent eventually led to the collapse of the streamlined operations that had built that success.


The Scale of Operations: Mass Market, Global Impressions, and Content Economics

To truly understand our success, you have to grasp the sheer scale of operations we achieved. Our funnel wasn’t just about pushing a product—it was about creating an entire ecosystem that reached millions. In one month alone, our ads were serving nearly 100 million impressions. Let that sink in: every month, we were essentially packing a thousand stadiums full of 100,000 people each, all being exposed to our message. That mass-market presence was not a stroke of luck; it was the calculated outcome of deploying massive content budgets and an aggressive approach to content distribution.

For instance, after investing around $200,000 per month solely on content, we turned our client into a household name. This wasn’t about vanity metrics; it was about real, quantifiable impact. By saturating the market, we built a colossal remarketing pool that continuously fed our sales funnel. Every piece of content acted as an extension of the free book campaign, reinforcing our credibility and authority in the personal development niche. The numbers speak for themselves—our content distribution strategy not only supported the advertising funnel but also contributed significantly to the overall revenue and brand recognition.


Behind the Scenes: A Personal Encounter at Facebook Headquarters

An unforgettable chapter in our scaling journey was the day we met with our industry ad expert at Facebook’s headquarters. For those who appreciate the finer details, imagine being flown in by helicopter to Menlo Park—an experience that exudes both the luxury and the seriousness of our operations. The campus itself, designed by Walt Disney’s team, was nothing short of incredible. There, we were seated in a sleek conference room with a pristine whiteboard and were given the lowdown on our next steps to refine the funnel even further.

During that meeting, our expert introduced us to the concept of “cyclic campaigns.” This strategy involved optimizing not just for the final action—the webinar purchase—but for intermediate conversion points. The idea was to strategically target higher funnel events that would lead, almost inevitably, to the desired action. That session was a game-changer. It not only provided us with actionable insights on how to tweak and scale our campaigns more effectively but also underscored the importance of staying ahead of the curve by integrating industry-leading tactics.

To say that the experience was transformative would be an understatement. The practical insights, combined with the adrenaline rush of operating at such a high level, gave our team renewed vigor. This wasn’t merely about more money—it was about building a sustainable engine that could continue to generate millions month after month, even in the face of inevitable market fluctuations.


The Hard Lessons of Organizational Chaos

Despite the meteoric revenue growth and streamlined operations, the journey was punctuated by moments of deep internal turmoil. As revenue soared, so did complexity. The business owner, riding high on the success, began to believe that he alone was responsible for every win. That belief drove him to make impulsive, untested decisions such as launching a second and later a third offer—deviations that were incongruent with the personal brand and hard-earned data that had built the business in the first place.

I vividly remember the chaos. The introduction of new offers led to a rapid dilution of focus. Top-performing team members felt increasingly marginalized as they were forced to navigate an environment now overrun by underperformers. With every A player that left, the void left behind was filled by a disproportionate number of B and C players who simply couldn’t meet the pace of change. As the internal structure crumbled, the business started to hemorrhage revenue. Despite maintaining a near-consistent monthly income of around $2.5M, the long-term prospects were imperiled by the eroding culture and misaligned focus.

This experience taught us a harsh but invaluable lesson: success requires not just the implementation of the right strategies, but also a relentless commitment to team alignment and cultural integrity. Without it, even the most successful funnels can collapse under the weight of internal discord. Ultimately, it wasn’t just about the numbers—it was about preserving the core identity and purpose that fueled the initial breakthrough.


The Mental and Personal Toll: Self-Identity in the Face of Massive Success

Scaling to multiple million-dollar months isn’t all about technical prowess and strategic execution. There’s a profound, often unspoken toll that immense success takes on personal identity. When you’re turning hundreds of thousands of dollars into millions with what appears to be a well-oiled machine, it’s easy to forget where the magic truly originates—from the collective effort of a dedicated team and the meticulous fine-tuning of every component.

One of the most brutally honest lessons I learned in this process was about the mental transformations that occur when you start operating at such high levels. There is a point when your identity shifts, almost imperceptibly, from being a humble marketer to someone who begins to believe they are the main force behind the entire operation. In our case, this shift was not just a matter of ego—it was a catalyst for dangerous decisions. Subconsciously, the leadership began to adopt traits that they had always criticized in others. The belief that “rich people are all the same” or that an entrepreneur must do everything can quickly evolve into a dangerous, self-limiting mindset.

I’ve seen this in many scales of business. The moment you allow yourself to morph into a new character—a new identity defined solely by massive success—you risk losing the adaptability and humility that are key to continuous growth. It’s like the difference between a Navy SEAL and a platoon of unmotivated soldiers. The SEAL operates at an entirely different level, and if you mix the two, the results are disastrous.

This internal battle was not merely academic; it had real consequences. Team members who were once champions of relentless action and results started to display a lack of accountability. The energy that had driven the initial surge was now marred by bureaucracy and stagnation. I had to confront these realities head-on, acknowledging that massive success demands a corresponding level of mental self-awareness and resilience. It’s not enough to know the tactics—you must also manage the mindset that powers those tactics.


Conclusion: Lessons Learned on the Road to $2.5M/Month

As I reflect on this whirlwind journey—from turning a $300K per month operation into one that consistently generated over $2.5M per month in less than a year—I am struck by the dual-edged nature of rapid scaling. On one side, you have the exhilarating thrill of transforming simple, direct response ads into a multi-million-dollar funnel almost overnight. On the other, you confront the inevitable complexities of scaling a business: team dynamics, internal politics, the constant battle to maintain focus, and the psychological toll of massive success.

Here are the key lessons that I hope you take away:

  • Precision in Execution: Even the most straightforward strategies, when executed with precision, can yield extraordinary results. Our ability to double the revenue in just two weeks was a testament to the power of tested funnel practices.
  • The Dominance of the Email Sequence: The 12-day email sequence wasn’t just a tactic—it was the heart of our revenue engine. The sustained effort on nurturing leads through a well-crafted sequence proved that sometimes, it’s the slow burn that delivers the biggest returns.
  • Scale Fast, Scale Smart: When a strategy proves successful, hesitate not—press the gas. ROAS is dynamic, and scaling aggressively, even if it temporarily disturbs the metrics, is essential to capitalize on profitable channels.
  • Guard Your Culture: No matter how successful your systems are, your team is what truly drives the growth engine. Mixing talent types or letting internal egos run amok can erode even the most profitable operations.
  • Beware of Diversification for Its Own Sake: Chasing new offers might appear like smart business, but if it dilutes your focus, it can be fatal. Stick to what works, iterate on it, and do not let ill-conceived side projects derail the primary revenue engine.
  • Invest in Content, Build a Brand: Spending heavily on content distribution isn’t a vanity metric; it creates a monumental organic reach. This strategy not only supports immediate conversion funnels but also builds long-term brand equity.
  • Adapt to External Expertise: Sometimes, stepping back and learning from industry experts is the smartest move. Insights like cyclic campaigns, which optimize for events higher up in the funnel, can redefine your approach and lead to significant wins.
  • Mind Over Money: At the end of the day, the most important lessons are about self-awareness, leadership, and mental resilience. The mindset of the entire organization must evolve as quickly as the revenue, or the entire system risks collapsing.

This case study is not just a reflection on the technicalities of scaling—it’s a commentary on the nature of business itself. Rapid growth brings forth equally rapid challenges. It tests your strategy, your team, and your very identity as an entrepreneur. The journey from $300K to $2.5M per month was powered by a relentless drive to improve every little part of the funnel, an uncompromising focus on nurturing leads through a transformative email sequence, and a willingness to adapt even when the numbers were screaming success.

Yet, along the way, we faced our own internal demons. The internal friction that eventually forced a shift in roles—from hands-on advertiser to consultant—was a stark reminder that even the most successful operations can falter if the foundation is not maintained. The moment we started diluting the focus with additional offers and accommodating team members who didn’t share our drive, the engine began to sputter. It was a painful but priceless lesson: scaling a business is about more than just pushing ads and automating webinars; it’s about sustaining a culture of excellence and a singular focus on what works.

In retrospect, every misstep along the way was a lesson in disguise. The introduction of additional offers, the misguided belief that an info product has a limited shelf life, and even the sheer chaos of managing a rapidly expanding team, all served to underscore a fundamental truth: success is fragile. It needs constant nurturing, relentless execution, and above all, an unwavering commitment to the core principles that made it possible in the first place.

As you think about scaling your own business, I encourage you to look closely at every element of your operations. Analyze the funnel not just from a revenue perspective, but from a holistic standpoint—examine your team dynamics, monitor the flow of ideas, and be vigilant about the subtle shifts in culture that can undermine even the best strategies. Every dollar spent on improving these elements is an investment in the longevity of your success.

In the end, while our journey did eventually face challenges that resulted in internal chaos and eventually forced an exit on my part, the lessons remain invaluable. They are the lessons I pass on to entrepreneurs eager to replicate our early successes without falling prey to the pitfalls of uncontrolled scaling. The blueprint is clear: know your audience, maximize the power of your funnel through well-timed email sequences and retargeting, invest in brand-building content, and maintain an unwavering focus on fostering a high-caliber team.

Today, I look back on that eight-month period as one of the most transformative times in my career. Not only did we achieve what many would consider near-miraculous revenue growth, but we also uncovered deep insights into the art and science of scaling. This isn’t a set-it-and-forget-it operation—it’s an ever-evolving process of optimization, relentless execution, and above all, fearless commitment to continuous improvement.

So, whether you’re just starting out or already operating in the realm of six-figure months, remember that each decision you make can amplify your success or compound your challenges. The key is in understanding that no single element operates in isolation. From direct response ads to content distribution, from the intensity of your email sequence to the mindset of your entire team—the bigger picture is an intricate tapestry that demands both precision and passion.

Take these lessons to heart: press the gas when you’re positive, but never let success make you complacent. Guard your organizational culture and always stay true to the strategies that built your success in the first place. Use every tool at your disposal—from advanced advertising tactics to the rich, enduring power of content—to build not just a business, but a brand that can sustain phenomenal growth over the long haul.

And in that spirit, I leave you with this final thought: while the journey to multiple million-dollar months is paved with both triumphs and hard lessons, the opportunity to learn and evolve never ends. Every misstep is simply a stepping stone to the next breakthrough. Embrace the chaos when it comes, learn from it, and keep moving forward with relentless determination.

May your funnels be high-converting, your email sequences razor-sharp, and your team as fiercely dedicated as the day you first chased the dream. Remember, every challenge is an opportunity to refine and to grow, and the road to success is built one well-executed campaign at a time.


In sharing this story, I hope you gain not just insight into the tactical execution of scaling a business, but also a deeper understanding of the mindset required to thrive in a rapidly evolving market. Whether you’re eyeing the next breakthrough in your revenue funnel or rethinking your team structure, these lessons are here to remind you that sustainable success is born from relentless execution and an uncompromising commitment to excellence.

Now, take a deep breath, analyze your operations, and ask yourself: Are you ready to press the gas and scale your business to heights you once only dreamed of?


This, in essence, is the raw, unfiltered story of how a single-minded focus on refining funnels, leveraging high-impact email sequences, and nurturing a culture of excellence catapulted a business from $300K to $2.5M a month. There were highs, there were lows, and every step along the way taught us valuable lessons about the true nature of success. Embrace these lessons, integrate them into your own journey, and watch as every calculated risk turns into a stepping stone towards your own monumental achievements.

May this case study serve as both inspiration and instruction, guiding you to reexamine your strategies, fortify your team’s resolve, and most importantly, ensure that every spark of innovation is nurtured into the roaring success you envision.

About the author:
Owner and CEO of Megalodon Marketing

Jeremy Haynes is the founder of Megalodon Marketing. He is considered one of the top digital marketers and has the results to back it up. Jeremy has consistently demonstrated his expertise whether it be through his content advertising “propaganda” strategies that are originated by him, as well as his funnel and direct response marketing strategies. He’s trusted by the biggest names in the industries his agency works in and by over 4,000+ paid students that learn how to become better digital marketers and agency owners through his education products.

Jeremy Haynes is the founder of Megalodon Marketing. He is considered one of the top digital marketers and has the results to back it up. Jeremy has consistently demonstrated his expertise whether it be through his content advertising “propaganda” strategies that are originated by him, as well as his funnel and direct response marketing strategies. He’s trusted by the biggest names in the industries his agency works in and by over 4,000+ paid students that learn how to become better digital marketers and agency owners through his education products.