Scaling a Boutique Agency
From scattered service offerings and partner misalignment to a structured pipeline with +140% conversion in 90 days.
The Challenge
The agency had strong creative talent but no strategic architecture. Services were sold ad-hoc, pricing was reactive, and partner roles overlapped, creating internal friction and inconsistent client delivery.
Role Overlap
Founders handled sales, delivery, and operations simultaneously, creating bottlenecks.
Reactive Pricing
Quotes were negotiated per project, eroding margins and devaluing expertise.
Unpredictable Pipeline
Revenue relied on referrals with no structured follow-up or qualification process.
Our Approach
We applied the KARMA™ Diagnostic to map the current state, align partner incentives, and design a tiered service architecture that scaled without adding headcount.
Know the Core
Audited actual delivery capacity, profit margins per service, and hidden operational costs.
Alignment
Defined clear partner roles: one focused on sales/strategy, the other on creative delivery/quality.
Roles & Revenue
Built 3-tier pricing packages (Audit, Retainer, Transformation) with standardized scopes and margins.
Market Focus
Narrowed target to B2B SaaS & tech founders, replacing “we serve everyone” messaging.
Action Architecture
Implemented a 90-day launch calendar, qualification checklist, and automated follow-up sequences.
The Results
Within 90 days of implementation, the agency shifted from reactive project work to a predictable, premium pipeline.
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