Step-by-Step Marketing Agency Startup Guide by Jake Setterlun

Starting a marketing business in today's digital age can be extremely profitable and rewarding. However, without a clear plan, many entrepreneurs struggle to gain success and grow financially. That’s where Jake Setterlun an expert in direct response marketing and automation, steps in. With nearly a decade of experience and a proven track record for multiple agencies to seven and eight figures, Jake is now a specialized coaching program to help aspiring agency owners achieve similar success.

In this step-by-step book, we'll go over the essential components of starting and building a successful marketing firm utilizing Jake Setterlun's batter-tested tactics.

                           

Step 1: Define Your Niche

One of the biggest mistakes new agency owners make is trying to serve everyone. The riches are in the niches, and defining a specific niche allows you to:

• Stand out in a crowded market

• Position yourself as an expert

• Create highly targeted marketing campaigns

Your niche could be based on industry (e.g., real estate, E-Commerce, healthcare) or a specialized service (e.g., Facebook ads, SEO, content marketing). Once you’ve chosen your niche, craft an irresistible offer that solves a major pain point for your target clients.

Step 2: Build a Client Acquisition System

Getting clients is the lifeblood of any agency. Instead of relying on word-of-mouth or cold outreach alone, His strategy focuses on building a scalable client acquisition system. Here’s how:

1. Automated Lead Generation – Use paid ads, organic content, and networking to attract leads consistently.

2. Conversion-Optimized Sales Funnel – Direct leads into a high-converting funnel that nurtures and converts them.

3. Value-Driven Outreach – Instead of spamming prospects, provide upfront value with audits, case studies, or strategy sessions.

By implementing automation and direct response marketing techniques, you can generate a steady stream of qualified leads without manual effort.

Step 3: Create a Scalable Service Delivery Model

A common bottleneck for agencies is inefficient service delivery. To scale successfully, you need:

• Standardized processes – Document step-by-step workflows to streamline execution.

• Automation tools – Use project management software like ClickUp, Trello, or Asana.

• Outsourcing & Delegation – Hire a team of specialists for execution while you focus on growth.

Jake underlines that the solution to growing is to step away from everyday tasks and create processes that allow your business to run seamlessly. 

Step 4: Price for Profitability

Many new agency owners undercharge their services, which leads to burnout and limited growth. His advise using value-based pricing rather than charging by the hour. To determine your pricing:

• Consider the ROI your services provide

• Set package-based pricing (e.g., monthly retainers or performance-based fees)

• Avoid competing on price—compete on value instead

Pricing correctly ensures you maintain healthy profit margins while delivering exceptional results to clients.

Step 5: Build a Winning Team

Scaling beyond six figures requires a team that supports your vision. Jake recommends hiring in phases:

• Phase 1 – Start with virtual assistants and freelancers for admin and execution tasks.

• Phase 2 – Hire specialists (e.g., media buyers) to enhance service delivery.

• Phase 3 – Appoint managers and leadership roles to oversee operations.

A strong team allows you to focus on strategy, business growth, and high-level decision-making.

Step 6: Implement Systems & Automation

To create a truly scalable agency, automation is essential. Jake Setterlun’s agencies leverage:

• CRM tools like HubSpot or GoHighLevel to manage client relationships.

• Automated email sequences to nurture leads.

• AI-driven reporting and analytics for client campaigns.

By leveraging technology, you can optimize efficiency, reduce human error, and increase profitability.

Step 7: Focus on Retention & Growth

Acquiring clients is only half the battle—keeping them long-term is where the real profit lies. Implement these retention strategies:

• Deliver consistent, measurable results.

• Provide proactive communication and regular reporting.

• Offer additional services to increase client lifetime value.

Once you have a solid foundation, explore new revenue streams such as coaching programs, white-label services, or software solutions to scale even further.

                     

Final Thoughts

Starting a marketing agency can be challenging, but with the right strategies, it becomes a predictable and scalable business model. Jake Setterlun’s expertise in systems, automation, and direct response marketing has helped him build multiple seven and eight-figure agencies, and his new coaching program aims to replicate that success for others.

If you’re serious about building a profitable agency, follow these steps and consider learning directly from Jake Setterlun’s mentorship. With the right mindset, strategies, and execution, you can create a thriving marketing agency that stands out in the competitive digital landscape.

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