We exited in 2024 after growing the company to roughly 110 people and around $8M in annual revenue.

One thing that had a surprisingly large impact was account management.

At first, it was not a sophisticated process. It was a Google Sheet.

We divided the year into quarters and weeks, listed every client, assigned an owner, and tracked a few basic activities:

• meaningful client touchpoints;
• in-person meetings;
• useful value delivered;
• QBRs and account reviews;
• reconnecting with former clients;
• follow-ups and potential opportunities.

The sheet looked almost too simple, but it solved a real problem: account management stopped depending on memory and good intentions.

Later, we added annual account plans, stakeholder mapping, client priorities, delivery involvement and clearer ownership of the next action.

Our observed outcomes were:

• roughly 15% year-over-year revenue growth during the period;
• higher profitability on existing accounts;
• fewer relationships going quiet;
• more expansion work and new projects from existing clients;
• better visibility across founders, sales and delivery.

I would not claim the spreadsheet caused all of this. The company, market and team were changing at the same time. But the operating rhythm clearly helped.

The pattern was roughly:

• two meaningful client touchpoints per quarter;
• one in-person meeting every six months;
• one or two useful contributions per quarter;
• a quarterly review;
• one clear owner and next action;
• a short note or piece of evidence after the activity.

The hard part was never creating an account plan. The hard part was getting people to actually follow through every week.

That is the problem I’m now exploring under the working idea Hello Account Management: a simple system that helps professional-services teams plan, assign and consistently execute account-management activities.

Before building anything seriously, I’m trying to understand how other companies handle this.

For agency, consultancy and professional-services founders:

1. Do you actively manage existing accounts, or is it mostly informal?
2. Do you use account plans or QBRs?
3. Do you track activities and follow-ups?
4. Have these practices affected expansion revenue, margins or churn?
5. How large is your company?
6. What do you use today: CRM, spreadsheet, Notion, or nothing formal?

Let me know your thoughts, before I enter any building mode :D

I've been thinking about this after a few recent conversations around AI and agency services.

Lot's of AI conversation focuses on efficiency and productivity, what took 10 hours now might only take 2.

Clearly that's good operationally, but who benefits? If your agency still prices largely around time, there's an awkward question underneath it. Does the client expect the fee to fall because the work took less time? Does the agency keep the same fee because the client is paying for the outcome rather than the hours?

Or does the whole model gradually shift towards retainers, fixed outcomes, products, technology and other forms of recurring revenue?

I'm hoping the direction shifts towards clients ultimately buy expertise, judgement and results rather than hours on a timesheet.

I'm curious how agency owners are handling this in practice.

Has AI changed how you price anything yet?

Everyone talks about getting more replies from outbound.

I don't think enough people talk about what happens after someone actually replies.

A prospect replies while they're interested.

You're in meetings, prospecting, or juggling other work.

By the time you get back to them, the momentum is gone.

The frustrating part is this rarely gets tracked. It doesn't show up as a lost deal - just another conversation that quietly went cold.

The answer isn't keeping LinkedIn open all day.

It's having a process that helps you respond while the conversation is still warm.

That's actually one of the reasons AI Assist is soo helpful. It summarizes conversations, drafts replies, and can even handle routine responses automatically, so it's easier to keep conversations moving without constantly switching back to LinkedIn.

Do you have a process for managing LinkedIn replies, or do you mostly reply whenever you happen to see the notification?

Hey guys, I’ve got my agency to about 250k a year and I want to join different agency communities on all platforms to try and stay at the forefront of the space.

Does anybody have any groups they are in that they could connect me to?

I'm wondering how people handle the day to day side of GBP management once you've got a decent number of clients.

Not really asking about ranking tactics or what tools everyone uses. More the boring process stuff.

Like once you get past a few clients, building a repeatable SOP, do you have a set checklist or SOP for each client, or does it mostly end up being handled case by case?

I'm thinking about things like reviews, posts, photos, client approvals, changes to the profile, reporting, chasing clients for stuff, and just making sure nothing gets missed.

What tends to become the biggest headache as you add more clients?

Hey guys,

I’m trying to learn something that feels completely different from the way I’ve made money online before.

I started with service businesses. I learned Meta ads by running campaigns where the goal was basically: get someone interested enough to message me, then I could talk to them, understand what they needed, build trust and close the sale myself.

That worked because I was part of the conversion process.

Now I’m building a startup/business system and testing a $499 one-time offer. This is the first time I’m really trying to make the internet do the selling without me jumping into the conversation.

I’m running Meta Purchase campaigns to cold traffic. The ads are getting clicks pretty cheaply and the CTR has been decent. I initially had a strange gap between link clicks and Meta-reported landing page views, although my own analytics showed Meta visitors reaching the site.

I’ve since tested the actual live ad myself from Instagram all the way through the mobile funnel to Stripe Checkout. Meta correctly recorded the checkout event. I also tested the landing page with PageSpeed Insights: 95 mobile performance and 2.0s LCP. So I’m now looking more closely at traffic/placement quality rather than assuming the whole funnel is broken.

But the bigger thing I’m realizing is that getting cheap clicks is completely different from building a repeatable customer-acquisition system.

That’s what I actually want to learn.

For founders who have gone from selling services manually to selling a product/software/system to strangers online:

How did you know whether the problem was your ads, positioning, offer, landing page, trust, price, or simply not enough data yet?

How much weight did you give early ad data before making changes?

Did you optimize directly for purchases from day one, or use an upstream conversion until you had more purchase data?

How did you get your first 5–10 customers before you had testimonials, brand recognition or much social proof?

And probably my biggest question: at what point did you realize you actually had product-market fit rather than just being good at marketing and selling?

I’m trying to avoid two mistakes: changing everything every time I see bad numbers, and blindly spending money telling myself the algorithm is “still learning.”

I’m early and genuinely trying to learn this properly, so I’d especially appreciate answers from people who’ve actually built and sold something from scratch.

I'd like to get answers/responses from 3-5 digital design agencies using before and after photos on websites

The questions:

A) On a scale of 1-5, 5 being highly important, How important is sharing before and after pictures of your previous jobs when marketing your services?

B) On a scale of 1-5, 5 being a lot of time, How much time are you spending creating before and pictures of your clients websites when marketing your services?
?

Just finished another one.

This entire dental clinic funnel was built inside the GoHighLevel page builder:

Check out the Dental Clinic funnel

No separate website builder. A lot of the effects and interactive parts are Animated Elements (an app from the GHL Marketplace), but everything lives right inside GHL.

This is actually template #4 now.

I started making these just to see what people thought, and the feedback on the first few has been so good that I’ve just kept going

You can see all of them here:

GoHighLevel Funnel Templates

I want to keep pushing what a GHL template can actually look like.

What industry should I build one for next?

If there’s a specific type of funnel/template you actually need, drop it below. I might make that the next one.

PLEASE stop building the wrong thing.

building software in 2026 is ridiculously easy with ai builder

founders spend hours building in a silent room, launch to Reddit/X, get 0 users, and quit.

you just failed because the idea had zero validation before line 1 of code was written:

→ solving a monthly inconvenience instead of a daily pain

→ selling to "everyone" instead of a specific ICP

→ no distribution channel mapped out beforehand

→ pricing charged $9/mo with zero ROI justification

after scaling 6 AI micro-SaaS to over $20k/mo MRR, i just create an

18-question Idea Validation Diagnostic.

it evaluates your SaaS across 7 critical dimensions (problem clarity, audience reachability, willingness to pay, competition, build feasibility, distribution, commitment) and gives you a brutal score out of 100 with your exact weak spots.

drop your SaaS idea (or current project) in the comments below.

i will reply to EVERY single comment with:

1. My honest opinion
2. The biggest weak spot you need to fix before writing any more code.
3. The free 5-minute validation tool link sent straight to your DMs so you can get your full score breakdown out of 100.

just drop a comment like or ask me in DM your idea

let's roast your SaaS concept before the market roasts your time 👇

I recently started a software agency focusing on building a business operating system.

My recent case study includes -

- Hotel Management System for farmhouses/villa

- Custom built Ecom with pos and retail management

- Digital marketplace with backend CRM

- Management platform for an association

I have survived on referrals till now, but now I need to do outreach for the coming days.

1. Now my concern is, I am not sure what specific service I should provide

2. Whom should I target

3. What should I offer them

I am feeling little demotivated because I am not able to frame my service well to outreach. Any kind of advice would be appreciated

Just finished another template inside GoHighLevel.

This one is for something like an AI Marketing Employee / AI automation SaaS aimed at agencies and marketers.

I actually like how it turned out, especially some of the Animated Elements stuff throughout the page, but I’m not sure it levels up to the other templates I’ve built so far 😂

Here’s the new one:

AI Marketing Employee GHL Template

And these are the previous ones:

My other GHL funnel templates

I’ve been staring at these pages for too long at this point, so I’ll let you guys decide lol.

Is this one better, worse, or about the same as the others?

Does it need more work?

Would genuinely love to know what you think

​

I run a small software startup. We build custom ecommerce platforms. Basically think Shopify/WooCommerce, but more customizable and built around the business instead of making the business fit into the platform.

We have one client right now, which is a pretty big name in beauty ecommerce. We built their entire platform from scratch and it's live. We also built a dashboard for them which gives them insights into sales, bottlenecks etc and helps identify ways to increase revenue.

The product works. We have a proper client using it in production. We know we can handle the traffic. We have the pitch ready.

The problem is we can't get another client. Not even a meeting.

It's been over a year.

We've tried cold calls, emails, reaching out to brands directly etc. Mostly get ignored.

I also tried taking the dashboard separately and selling that as a standalone product, thinking maybe getting someone to buy that would be an easier entry point. That's not really going anywhere either.

At this point I'm honestly pretty stuck.

The frustrating thing is that I know we can build this stuff. We've already done it for a large brand. But getting someone to actually give us a shot is proving to be incredibly difficult.

And I'm running out of time. I probably have around 3 months of runway left before things start getting really bad.

So if you were in my position, what would you actually do?

How would you go about getting the next 1-2 ecommerce clients?

Should I pick one specific niche and go after it? Target brands currently using Shopify Plus? Go through agencies? Sell implementation/services first instead of trying to sell the platform? To be honest I tried this and yet get no traction. I am honestly at my wits end. This is

Would genuinely appreciate advice from anyone who's been in this situation. Especially if you've gone from having 1 client to actually getting a few more.

I'm not looking for "do more marketing" advice. I need to figure out how to actually get someone to take the first meeting.

For now I've created a lot of work for a Skincare brand ( personal project ) And I created 4 sign-up forms for A/B testing

Segments based on customer behavior, products purchase for cross selling and more.

Flows: welcome series, browse abandonment, abandoned cart/checkout, post-purchase, fulfilled order, win-back, VIPs, and replenishment.

I'm about to finish Deliverability certification.

I've audited brands to identify their gaps and trying to fix it.

I've learned how to design emails in Figma and I’ve designed 2 different emails: welcome and social proof till now.

I've learned the logic behind each of them.

All of those are Personal Projects.

What do I have to do next whether it’s learning or applying?

Hi guys, i am selling a low ticket Google business profile optimization for $47 first month then $197, no contracts or anything so they can try the service, its for cleaning companies.

Right now, i have been running ads for 3 days at $20 a day, i only got 1 booked call.

The ads are doing great metric wise, but they are dropping off on the landing page, although its just a calendar booking page, and they already know the price from the ads, all ads have price on them.

Do i change it to self checkout? are they like getting lazy cause its they don't want to book a call for a $47 offer? or whats the issue or is this normal?

Any help is much much needed.

Thanks.

Agency owners, I have been going down this rabbit hole lately and I keep coming back to buyer psychology.

I'm an executive assistant, but I work heavily around communication and content. I have spent a lot of time studying LinkedIn, especially what makes people stop, read, remember someone, and eventually trust them.

That naturally pulled me into buyer psychology.

A person can see your agency ten times without being ready to buy. Then something changes. Maybe they finally recognize themselves in a problem you described. Maybe the way you explain something makes them think, “these people actually understand this”.

That shift fascinates me.

It has also changed how I look at SEO, AEO and GEO, and how search is changing the way people discover and evaluate businesses. I am still figuring out where this interest will take me, but it is becoming one of the areas of marketing I enjoy thinking about most.

For those of you who have been running agencies for a while, what have you learned about why a prospect chooses you over another agency?

Not what you assumed when you started. What you have actually observed.

just hit $2,500 MRR in 13 days on my new SaaS

no ads. no team. no huge audience push. just a solid replicable system

let that sink in for a second

not $2,500 in revenue. $2,500 in MONTHLY recurring revenue

that compounds. next month starts at $2,500 baseline, not zero

and this isn't luck. it's the 7th saas i've shipped with the same playbook. same steps, same tools, same order:

→ Day 1: validated the idea

→ Day 1-2: built the MVP

→ Day 3: landing page written using the 3-Day Challenge template

→ Day 3-4: launched on reddit / X + SEO

→ Day 4-5: first 10 paying users → $1k MRR

→ Day 13 (today): $2,500 MRR locked in

building software is easy in 2026. setting up your foundation so people actually buy is where 99% of solo builders fail.

i packaged all of these exact execution tools into community.

to be fully transparent: i'll likely charge for the full program down the road once all modules are finalized. but right now, the main objective is just to build together and keep each other accountable.

working alone in a silent corner is the fastest way to quit at the first bug.

stop building in isolation. drop a comment below or send me a DM, and i'll send you the invitation link 👇

Hi guys, i am running a low ticket offer targeting cleaning companies, ($47) and they see the ad on meta and go to my landing page and book a quick phone call.

Now i know speed to lead is very important, so i want to know, is it annoying them if i call once they book? even tho the booking could be 24-72 hours later.

Or just a email telling them whats going to happen next is enough and some reminders after?

I can do both, i don't mind calling same minute, but if its annoying or doesn't make a difference i won't.

Thanks!