
Hey agency owners đ â If youâre wondering how to actually scale your marketing agency in 2025 (and not just bounce from client to client), youâre in the right place.
Iâm Justin, founder of Merchynt, and in 2024, we 5xâd the number of agencies using our software. We now help manage thousands of client accounts automatically through tools weâve builtâand the #1 question we still get from agencies is:
"How do I get more clients now that my operations are on autopilot?"
The good news? Weâve cracked the code on lead generation and automated fulfillment, and Iâm going to show you our exact playbook so you can copy it for your agency.
Whether you offer web design, local SEO, social media, or even PPC, this guide will walk you through whatâs working to grow fast (without burning out).
Step 1: Target Specific Niches and Pain Points đŻ

Too many agencies start with this mindset: "Let me target all dentists in the U.S." But thatâs actually too broad. Not all dentists are struggling with the same problem. Instead, ask:
âWhich dentists are actively advertising for teeth whiteningâand can I help them get more teeth whitening clients?â
That level of targeting makes a massive difference. Why? Because your outreach hits a real, specific pain point.
We use Clay to build custom lead lists based on whatâs mentioned on a prospectâs website (e.g., âlocal SEOâ or âGoogle Business Profileâ), then sync those leads into Instantly.ai, where weâve created 50+ warmed inboxes to send personalized emails that donât hit spam filters.
If youâre just using a lead database and sending generic messages, your results will always fall flat.
Step 2: Personalize Cold Emails That Actually Get Replies đŠ

Our best-performing email of all time had this subject line:
âSuzy, are your clients happy?â
No pitch. No fluff. Just a real question that taps into an agency owner's biggest fearâthat their clients arenât getting results and might leave.
Hereâs why it worked:
- It stood out in the inbox.
- It created curiosity.
- It touched on a problem we solve.
And the email itself was short, to the point, and didnât include any linksâbecause emails without links are far more likely to hit the primary inbox.
We tested six email variations in Instantly, and the one above outperformed the rest by far. Once we saw that, we let Instantly run, and it generated 50+ hot leads in 48 hours.
The takeaway: Pain-driven, human emails always win.
Step 3: If You Cold Call, Use Local Numbers âď¸

Prefer calling instead of emailing? Use Kixie.
It lets you:
- Upload your lead list
- Auto-dial through it
- Call from a local area code (boosts answer rates)
This works great if your audience doesnât respond to email or if you want to double up on outreach. Just avoid using your personal number or Google Voiceâtoo many spam flags, and youâll end up going straight to voicemail.
Step 4: Make It Easy for Clients to Pay đł

Nothing kills momentum like a messy checkout process. We use Stripe because itâs:
- Trusted
- Fast
- Easy to set up recurring billing
Sure, there are other options, but most charge similar fees. What matters most is that you remove friction and look professionalâStripe does both.
Step 5: Fulfill Your Services Without Lifting a Finger âď¸
This is where most agencies get stuck. You land a new clientâawesome! But now you need to do the work... or hire someone... or figure it out on the fly.
Thatâs not scalable. Thatâs why we built Paige.
Meet Paige: Your AI-Powered, 100% Automated Local SEO Assistant

Paige is our fully automated Google Business Profile (GBP) management platform built specifically for marketing agencies. Itâs like having a rockstar account manager who never sleepsâand never forgets a task.
If you offer (or want to offer) local SEO, GBP management, or reputation management, Paige gives you everything you need to fulfill it with zero hands-on work.
Hereâs what it does:
â
Posts automatically to Google, Facebook, and Instagram
â
Replies to reviews (with AI that sounds human)
â
Optimizes images and uploads them weekly
â
Generates Q&As for your Google listing
â
It builds citations and distributes your NAP info to top directories
â
Runs weekly audits and shows ranking improvements
â
Includes heatmaps, geogrids, and SEO reports
â
White-labels everything to match your agency brand
And the best part? It takes 10 minutes to set up per client. After that, itâs totally hands-off.
We launched Paige in 2024. Within months, it was managing thousands of GBP profiles and delivering real, measurable results for businesses across industries.
You donât need to be a GBP expert to sell this. Just set it up once, and let it run.
Ohâand itâs just $99/month per location, with a $1 trial available.
If you're serious about scaling your agency without growing a huge team, this is your fulfillment engine.
Step 6: Keep Clients Engaged (and Retained) đŹ

Once a client is onboarded, how do you keep them excited and engaged?
Simple: ongoing updates + consistent wins.
We use Customer.io to send:
- Strategy emails
- Educational newsletters
It integrates with your CRM or even tools like ClickUp, so it's super flexible. If you want something basic, platforms like Mailchimp or Beehiiv can also get the job done, but Customer.io shines if you want smart automation and segmentation.
TL;DR â The 6 Tools Every Agency Should Be Using in 2025 đ ď¸
Hereâs your agency growth tech stack:
D7 Lead Finder: Pull business data based on location & niche
Apollo.io: Get verified emails/phone numbers for decision-makers
Kixie: Cold call leads with local area codes to boost pickup
Instantly.ai: Set up email campaigns that avoid spam and scale fast
Stripe: Easy, trustworthy way to collect payments
Paige by Merchynt: 100% automated Google Business Profile + local SEO management
Final Thoughts: Growth Is About Leverage, Not Hustle
You donât need to work 14-hour days to grow your agency.
You need:
- Smart systems
- Repeatable lead gen
- Automated fulfillment
- Tools that scale without you
If youâre still stuck in client work or wondering how to keep up with leads and operations, I promise thereâs a better way.
Start using tools like Clay, Instantly, and Paige to bring in leads and deliver results on autopilot.
And if this post helped, donât forget to đŠ share it with another agency owner
Letâs make 2025 your best year yet. đ
Thanks, and Iâll see you in the next one.