“It’s an easy sell. It’s so easy to fulfill. It’s so easy to get clients set up on.”
Use Case
Agency Scaling
Industry
Marketing Agency
Results
25K MRR in 6 Weeks
46:29 duration
As an owner and investor in multiple marketing agencies, Jess Kotter is an expert in operations and systems. With over five years in the space, she specializes in strategizing how to scale an agency efficiently and profitably.
Jess knew firsthand that as a traditional agency grows, the costs for media buyers and account managers grow with it, squeezing profit margins. She was looking for a simpler, leaner way to add revenue without adding massive operational overhead.
“It’s an easy sell. It’s so easy to fulfill. It’s so easy to get clients set up on.”
Jess Kotter
Agency Owner & Investor
The solution was to create a new, tiered offer powered by UpHex that was significantly lower cost for the client and easier to manage. “There was no longer a week long setup process,” Jess says, “You could have a 15 minute call and it was done.”
The new offer was an instant success. In just six weeks, Jess and her team scaled this new revenue stream from zero to $25,000 in monthly recurring revenue.
Operationally, the benefits were massive. They no longer needed bi-weekly check-in calls or expensive, high-skill ads managers for these clients; the work could be handled by customer support.
The model also created a natural upsell path. Once clients saw the system worked, many chose to “level up” to the full-service package, asking Jess’s team to take over fulfillment completely.
How They Use UpHex
A Scalable Offer
Jess uses UpHex to offer a productized service that can scale to thousands of clients without the need for a large team of media buyers.
Simple Client Onboarding
Client setup, which used to take a week, is now completed in a single 15-minute call where the client can launch their own ads.
A “No-Brainer” Upsell
The UpHex offer serves as a perfect entry point to win a client’s trust before seamlessly upselling them to a higher-ticket, full-service package.