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Case study

“We're now in a position where we can scale. That just wasn't possible before.

1 week

Retreat to pivot the entire company

Rebuilt

Service offering and operations

Scale fast

Now positioned to grow like never before

DD

Dave Dick

Agency founder

“It completely blew my mind. I called my business partner and we scheduled a one-week retreat to pivot our entire company.”
“Josh has completely rewired how we think about the agency world. Now we actually feel like we're innovating in our business and our industry.”

Dave came to Josh about email, and ended up joining one of our Claude Code workshops on how to build systems that run the business. It blew his mind, to the point he called his business partner and booked a one-week retreat to pivot the entire company.

They rebuilt their service offering, how they operate, and how their creative process runs. Now they do deeper work on what actually matters to clients, with systems handling everything else: acquiring customers, managing them, communicating with them, and growing the business.

“We feel so powerful after all the work we've done. We're now in a position where we can scale, and that just wasn't possible before.”

Dave came for email and left having rebuilt his company around a proper internal operating system.

John Allan, architecture business founder

John was the bottleneck in his £25k+ a month architecture business.

Deals, leads and projects were tracked by hand or in Excel, there was no project management system, and all of it relied on him. We've been working with him since March, systemising what he does: one CRM, one project system, an AI layer on top. His main bottlenecks have been removed, and we're now working on scale.

10+ hrs

Of his week back, every week

£1,250

Of his time back weekly

15 min

Status meetings, down from an hour

Patrick's bottleneck was a system for acquisition.

He'd just parted ways with a VA and a salesperson, so we built him a cold email machine that does the job instead. He owned everything, and it ran without demanding too much of his time.

£325k+

Total pipeline generated

35+

Qualified opportunities in 45 days

100+

Hours saved on manual research

0

Hours Patrick spent building it

Patrick's LinkedIn campaign results
Campaign results dashboard
PO

Patrick O'Connell

Founder, Profitable Designer

“We've got 35 qualified leads in the pipeline. If we multiply that by our average transaction value, we're probably approaching $200,000 in opportunities. And I've basically done nothing to get to this point.”

Patrick recorded this 45 days in. We've since generated over £325k in total pipeline together.

Patrick runs an online mentoring and coaching business for designers around the world. His acquisition relied on people he'd just moved on from, so we built the whole outbound system for him. The only thing he did was buy five or six domains.

45 days later: 35 qualified leads in the pipeline. Approaching $200,000 in opportunities. We've since passed £325k.

This is what the build does: one expensive workflow, replaced with a system Patrick owns.

Other people we've helped or taught.

The Modern Founder

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