Behind the Scenes — The Systems We Use to Run a Multi-6 Figure Agency

At The Revenue Agency, we’re not guessing. We’ve built a multi-6 figure agency using the same systems and frameworks we implement for our clients.

If you’re curious how we do it—here’s a peek behind the curtain.

Our Tech Stack:

• CRM & Automations – HighLevel

• Scheduling – Calendly

• Team Operations – ClickUp + Slack

• Client Delivery – Google Drive + Loom

• Email Marketing – ConvertKit + HighLevel

• Payment & Contracts – PandaDoc + QuickBooks

Our Core Systems:

1. Lead Intake + Qualification
Every inquiry is routed through our CRM and automatically scored, tagged, and sorted. Hot leads get personalized follow-ups. Cold leads go into a nurture sequence.

2. Automated Pipelines
As a lead moves through our sales process, emails, tasks, and status updates are triggered automatically—no manual handoffs, no confusion.

3. Onboarding That Feels Like Magic
Once a contract is signed, the onboarding flow is immediate. Clients receive an intro email, a welcome packet, and access to their project dashboard—all without us lifting a finger.

4. Weekly Dashboards
Every Friday, we review sales activity, lead sources, project statuses, and content performance. This lets us stay agile and focused.

Systems aren’t a luxury. They’re the reason we can grow without working 80 hours a week.

👉 Want to systematize your business like this? View our services or book a behind-the-scenes call.