Digital Marketing Agency / Customer Success
From mock calls on day one to #1 on the leaderboard in twelve months.
Compensation
Pay progression, verified from Mercury via Gmail.
$875/biweekly (Jun-Oct 2025) → $1,000/biweekly (Nov 2025+) → $1,230 peak with bonuses (Feb 2026)
Story
Twelve months of growth, told chronologically.
Day One: Mock Calls with the CEO
First day at the agency. Started with a Fathom demo, then immediately into mock onboarding calls with the CEO. Coached on confidence, Lead Connector setup, review funnels, and the art of appearing prepared while learning on the fly.
- First ever Fathom recording: June 2, 2025
- Mock onboarding calls with the CEO coaching in real-time
- "Confidence and appearing prepared are crucial during client calls"
First Live Clients and Rapid Ramp
One week after mock calls, taking live client onboarding calls. First real client: a roofing contractor. By month end, handling multiple daily calls across roofing, HVAC, lawn care, tile, plumbing, cleaning, and more.
- First live call: a roofing contractor, June 9
- GBP setup, domain access collection, customer list exports
- By June 30: daily launch calls across 10+ industries
The 1:1 That Changed Everything
Candid 1:1 with the CEO. Two clients had escalated over incomplete domain redirects, slow communication, and perceived lack of technical knowledge. the CEO coached on email filters, GHL conversation management, and the importance of writing down unknowns rather than guessing.
- Gaps identified: email management, response time, domain/redirect knowledge
- the CEO coached on bottom-to-top GHL conversation method
- "If you don't know something, say I'll find out. Never bluff the client."
Closing Every Gap
Two months of deliberate technical mastery. Domains, redirects, GoDaddy delegation, A2P messaging compliance, GHL workflows. Call volume increased. Started handling support calls alongside onboarding.
- Mastered domain management across all major registrars
- A2P 10DLC compliance, GHL calendar/SMS/email workflows
- Support calls added: troubleshooting live client issues in real-time
Emerging as a Leader
Portfolio past 80+ clients. Started naturally mentoring other CSMs. Running informal 1:1s, helping navigate difficult clients and GHL workflows. Training team members through live call practice with real clients.
- Portfolio grew past 80+ active clients
- Assigned team members live launch calls as training exercise
- Developed pre-call strategy technique adopted by the team
Pay Raise: $875 to $1,000 Biweekly
Mercury records show the pay bump from $875 to $1,000 biweekly on November 17. This was the real promotion moment, before the formal title came months later.
- Verified via Mercury payment records in Gmail
- $875 biweekly (Jun-Oct) to $1,000 biweekly (Nov+)
- Peak paycheck: $1,230 in February 2026 with bonuses
Daily 1:1s with Five Team Members
The inflection point from individual contributor to people manager. Daily 1:1s with five team members. Simultaneously maintaining 6+ client calls per day.
- One team member: daily sessions (Dec 2-23, nearly every day)
- Others: 3x/week, daily, 2x/week, weekly cadences
- 6+ client calls AND 3+ team 1:1s on the same day, repeatedly
Company Restructuring
Leadership announced major changes: leaderboard, bonus structure, new Head of CS. Already running the processes the company was now formalizing. Sold a $1,000 website buyout cited by the CEO as an example to the entire team.
- Leaderboard launched: churn %, upsells, response time, task completion
- Already doing 1:1s and mentoring before it was formally required
- $1,000 website buyout sale cited by the CEO as example to team
CS Platform Command Center
Co-built the CS Platform: Next.js 16, Supabase, real-time GHL sync. Action Queue with weighted prioritization. The Task Dashboard became the single source of truth, replacing ClickUp and all manual tracking company-wide.
- Weighted lead formula: total_leads = contacts + (opportunities x 2)
- Action Queue: Technical Failures (100W), Milestone Stalls (80W), Routine Nudges (50W)
- Real-time sync engine with 100ms throttle for GHL rate limits
GBP and SEO Automation at Scale
The domain knowledge the CEO flagged as a gap in July 2025 was now being deployed at scale through browser automation. GBP profiles, verification flows, GSC meta tags across 77/78 client websites.
- Automated GBP creation for 100+ profiles
- 77/78 client websites with meta tags deployed
- 6-step SEO methodology codified into automation
Promoted to Co-CSM Team Lead
Nine months after the CEO identified communication and technical gaps, promoted to Co-CSM Team Lead. Authored a 7-section SOP review adopted by leadership.
- Co-Team Lead (1 of 2), reporting directly to the CEO
- Authored CSM Training Feedback: 7-section SOP review adopted by leadership
- Proposed onboarding vs. support department split
Google Ads Mass Rollout
48 accounts created and 39 campaigns built in a single sprint. The same client management skills learned call-by-call in June 2025, now deployed programmatically at scale.
- 48 Google Ads accounts created programmatically
- 39 campaigns built at $30/day with optimized targeting
- Knowledge base deployed: 702 pgvector chunks
#1 on the Leaderboard
Swept the company leaderboard: #1 in MRR ($44.7K), upsells (5), and total commission ($8,009). Managing the largest book in the company (138 clients) while maintaining churn nearly half the company average.
- 3.4% churn vs. 6.3% company average
- $8,009 commission, nearly 2x the next closest CSM ($6,247)
- $44.7K MRR under management, highest in the company
- #1 rank across MRR, upsells, and total commission
Full Revenue Operator
Transitioned from team lead to full individual contributor focused on revenue. Managing 138+ clients with automated systems, closing upsells, and maintaining elite retention metrics. The CSM who struggled with email filters in July 2025 now outperforms every CSM in the company across every metric.
- #1 on the leaderboard by a wide margin
- 138+ active clients with automated infrastructure
- Largest MRR under management in the company
- Built systems that scale: 12 AI agents, CLI tools, automated pipelines
June Receipts: Verification and Expansion
Opened the month with the same revenue-ops loop: clear onboarding blockers, verify local search assets, and convert qualified accounts into SEO revenue. The first week added a Google Business Profile verification for a Carolinas home-services contractor and $2,998 in new SEO quarterly revenue across a Virginia cleaning company and a construction company.
- June 2: Cleaning company (Virginia) SEO Quarterly logged, $1,499 sale / $149.90 commission
- June 3: Home-services contractor (Carolinas) Google Business Profile verified and recorded
- June 4: Construction company SEO Quarterly logged, $1,499 sale / $149.90 commission
Timeline
From CSM to Team Lead to Revenue Operator.
Day 1: Fathom demo and mock onboarding calls with the CEO
First live client call: a roofing contractor
Pivotal 1:1 with the CEO. Gaps identified. Growth plan set.
Technical mastery sprint: domains, A2P, GHL workflows
Portfolio past 80+. Mentoring new CSMs with live call training.
Pay raise from $875 to $1,000 biweekly via Mercury.
Daily 1:1s with 5 team members. 6+ calls per day.
Company restructuring. Already doing what they formalized.
CS Platform Command Center built. Task Dashboard live.
Promoted to Co-CSM Team Lead. 12 AI agents deployed.
Google Ads mass rollout: 48 accounts, 39 campaigns.
#1 on leaderboard: $8K commission, $44.7K MRR, 3.4% churn.
Full revenue operator. 138+ clients. Largest book in the company.
June opened with two SEO quarterly upsells (a cleaning company and a construction company) plus a GBP verification for a Carolinas contractor.
Revenue
SEO upsells, closed on camera.
Every upsell is a real conversation with a real business owner, recorded on Fathom. The offer: top-3 placement on Google with a 90-day guarantee. If we don't deliver, we keep working at no charge until we do.
Watch the Conversations
Local Contractor ↗
Pitched 'Top 3 on Google' with 90-day guarantee. Identified only 1/31 exact NAP citation matches. Built the case with competitor audit data.
Home Services Client ↗
Client had $600 balance owed. Negotiated $297/mo SEO with top-3 guarantee, waived the balance to close the deal. Turned a collections problem into new recurring revenue.
Paving Company ↗
Client tried to negotiate $1,500/mo SEO down to $800/mo while owing $600 in past-due payments. Held the line on pricing and tied the deal to collecting the outstanding balance.
Roofing Contractor ↗
Launched the client's site, ran live competitor analysis against a regional roofing competitor, planted $1,499/quarter SEO seed. Client deferred to next month but committed.
Service Business Owner ↗
Recognized the client wasn't ready for SEO upsell. Deferred the pitch, prioritized completing the initial scope first. Protected the relationship over the commission.
Reactivated Account ↗
Reactivated a dead account (inactive since June 2025). Proposed $500/mo advanced SEO to fix missing citations and poor keyword ranking. Turned a lost client into new revenue.
The Product
What I sell. What I deliver.
The Advanced SEO and Social Media package I sold to contractors and service businesses. Not a script someone handed me. I learned the product, understood why it works, and pitched it with live competitor data on every call.
GBP and Google Maps Optimization
Get the business showing up at the top of Google Maps when customers search for their services. Includes heat maps to show ranking vs. competitors.
SEO and Content Creation
Blogs, posts, keyword optimization, site structure improvements. Everything written, published, and managed. The client doesn't touch it.
Social Media Management
Facebook, Instagram, YouTube, TikTok, LinkedIn, Yelp, Angie's List. Posts created and managed across all major platforms.
Citation and NAP Consistency
Business name, address, and phone number accurate and consistent across the entire internet. The foundation of local SEO.
Review Management
Drive more and better customer reviews. Notifications every time a review is left on Google. Builds trust and improves conversion.
FAQ Targeting
Create FAQ content targeting exactly what customers are searching for. Ranks for more search terms and captures long-tail traffic.
Website SEO Performance
Keywords, structure, content, page speed. Ongoing optimization that compounds over time.
Lead Conversion Optimization
Turn website visitors into leads. Optimized content, social proof, and conversion paths that reduce reliance on outbound.
Top 3 Google Guarantee
The offer: top 3 placement on Google within 90 days. If we don't deliver, we keep working at no charge until we do. Zero risk for the client.
Recorded Calls
646 calls. Every one recorded.
Every client onboarding, launch call, support session, team 1:1, and training session recorded on Fathom AI from day one. Full transparency. Full accountability.
Monthly Volume
June 2025: mock calls with the CEO. November 2025: 94 calls in a single month. By April 2026: #1 on every leaderboard metric while managing the largest book in the company.
First Recording
June 5, 2025: Mock Calls
Day one action items from the CEO: "Watch DFW call recording to study referral asking technique." "Practice onboarding call flow solo." "Prepare for next mock call session tomorrow, same time."
12 months later: #1 in referrals asked, #1 in upsells closed, #1 in revenue generated.
Latest Stats
Stack
The record behind the systems.
Twelve months from zero to #1, then the software that made it repeatable. See what that looks like in production.
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