Ep. 2452 min
How Automation Unlocked 3x Revenue Growth for a Seven-Figure Agency
Agency Growth Leaders
Operational Growth Coaching for Scaling Businesses
Scale Revenue Without Adding Headcount
helping founders, agencies, consultants, SaaS companies, and professional service firms leverage AI, automation, and operational systems to create more revenue, greater efficiency, and sustainable growth for over 18+ years — let's connect to discuss your options!
Casey Stillman
The Automation Coach™
18+ Years of ExperienceAutomation & Revenue Operations ExpertFractional Growth LeaderFounder, The Automation Coach™
The Real Problem
Most Businesses Don't Need More Employees
They Need Better Systems
As your business grows, manual processes multiply, tools change, and workflows fragment — what once ran on hustle alone now creates compounding bottlenecks — costing you time, revenue, and opportunities.
Without operational leverage, every new client, team member, and initiative adds friction instead of momentum — the answer isn't more people — it's smarter systems powered by automation and AI!
Common Growth Blockers
Leads Falling Through the Cracks
Slow Response Times
Poor CRM Adoption
Inconsistent Sales Processes
Founder Bottlenecks
Administrative Overload
Inefficient Onboarding
Lack of Visibility Into Performance
Methodology
The Automation Growth Framework™
A proven four-phase methodology for transforming operational complexity into a sustainable competitive advantage — without adding headcount or unnecessary resources
Phase 01
Assess
Identify Automation Opportunities
We begin by conducting a comprehensive review of your entire business operation — from marketing systems, to sales workflows, to lead gen processes, to team collaboration — to identify exactly where automation can unlock the most leverage
Areas Reviewed
Marketing Systems
Lead Generation Processes
CRM Management
Sales Workflows
Client Onboarding
Customer Communication
Reporting and Analytics
Team Collaboration
Operational Processes
Deliverables
- Automation Opportunity Assessment
- Current State Technology Audit
- Process Mapping Exercise
- Bottleneck Identification Report
- Automation Priority Matrix
Who We Help
Built for Leaders Who Are Ready to Scale Smarter
We work with growth-oriented leaders across four specific verticals — each with very distinct operational challenges that automation solves systematically
Marketing Agencies
Scale Ops. Protect Margins. Grow Profitably.
Most agencies hit a growth ceiling when delivering great work for more clients requires more people — and more overhead erodes the margins that made growth worthwhile in the first place
Common Challenges
- Client Onboarding Process & Tasks Take Too Long
- Reporting is a Manual Process and Time-Consuming
- Your Team is Stretched Thin Across Too Many Accounts
- Lead Gen is Weak & Sales Pipeline Falls Apart Between Projects
The Outcome: automate delivery tasks, reporting, and client communication — so your team can focus more on strategy, not basic administrative tasks
Consultants & Coaches
Systemize Everything. Serve More. Burn Out Less.
Independent consultants and coaches are often the bottleneck in their own business — doing everything manually from lead gen to onboarding to follow-up, leaving little time to actually serve clients
Common Challenges
- Prospecting, Lead Generation & Sales Become Inconsistent
- Sales Follow-Up Tends to Fall Through the Cracks & You Miss Opportunities
- Onboarding New Clients is Time-Consuming and Painstakingly Tedious
- You Have No System for Scaling Beyond 1:1 Client Delivery
The Outcome: build automated prospecting/lead gen, onboarding, and client communication systems that run while you work with clients
B2B SaaS Companies
Build Revenue Infrastructure. Scale Predictably.
SaaS companies face intense pressure to grow ARR without bloating headcount — but fragmented tools, poor CRM adoption, and manual revenue processes make scaling harder than it should be
Common Challenges
- Your CRM is Often Underutilized or Completely Mismanaged
- Client Churn Signals Often Go Undetected Until It's Too Late
- Sales and Marketing Are Misaligned Causing Poor Performance
- Onboarding New Users is Slow and Incredibly Inconsistent
The Outcome: design and deploy scalable revenue operations, implement CRM automation, and customer success workflows that drive NRR
Professional Service Firms
Eliminate Friction. Maximize Billable Leverage.
Law firms, financial advisors, HR consultancies, and other professional service businesses carry enormous operational overhead that automation can dramatically reduce — without compromising quality
Common Challenges
- Little to No Visibility Into Deal Pipeline or Sales Performance
- Sales Follow-Up and Communication are Inconsistent & Opportunities Missed
- New Client Intake is Manual and Much Slower Than Expected
- Too Much Staff Time is Being Consumed by Administrative Tasks
The Outcome: automate intake, scheduling, follow-up, and reporting — freeing your professionals to focus on high-value client work
Engagement Options
How We Work Together
From initial assessments, to various coaching programs, and full fractional advisory services, every engagement is designed to create tangible operational leverage and measurable revenue growth
Initial Assessments
Automation Growth Assessment
$1,250 – $2,500— One-Time Investment
a comprehensive diagnostic that identifies your highest-leverage automation opportunities and delivers a clear 90-day step-by-step action plan
- Comprehensive Automation Audit
- Process Documentation & Mapping
- CRM Review & Assessment
- AI Opportunity Assessment
- Growth Opportunity Report
- 90-Day Action Plan
Automation Coaching
Automation Advantage™ Coaching
$1,995/month— Monthly Engagement
strategic coaching services designed to build your automation roadmap, guide AI implementation, and drive measurable growth outcomes
- Bi-Weekly Coaching Sessions
- Quarterly Planning Sessions
- Comprehensive Automation Roadmap
- AI Strategy Guidance & Ongoing Support
- Implementation Accountability & Support
- Telephone & Email Support
Most Popular
Elite CoachingAutomation Advantage Elite™
$3,995/month— Monthly Engagement
a hybrid advisory and coaching experience for growth-stage leaders who need deeper strategic support, team alignment, and executive-level guidance
- Weekly Leadership Advisory Sessions
- Quarterly Planning Sessions
- Team Training & Workshops
- AI Strategy Guidance & Ongoing Support
- Implementation Accountability & Support
- Priority Telephone & Email Support
Fractional Advisory
Fractional Automation & Revenue Advisory
Starting at $7,500/month— Fractional Engagement
executive-level automation and revenue operations leadership embedded in your business without the full-time cost of a seasoned professional
- Executive-Level Growth Leadership
- Revenue Operations Strategy & Guidance
- Ongoing CRM Optimization & Tech Support
- Automation Architecture & Implementation
- Team Efficiency Analysis & Accountability
- Ongoing Growth Strategy & Execution Support
About Casey
Why Work With Casey Stillman?
“Because he's the advisor founders call when growth begins to outpace their internal systems and processes”
He's a seasoned automation and revenue operations strategist with nearly two decades of hands-on experience building scalable systems that drive measurable business growth. As founder of The Automation Coach™ and host of The Automation Advantage Podcast™, he brings executive-level operational expertise to founders, agencies, consultants, SaaS companies, and professional service firms who are ready to replace manual processes with intelligent automation to reach their growth goals!
- Nearly 20 Years of Automation Experience
- Revenue Operations Expertise
- Marketing Technology Leadership
- Agency Growth Experience
- SaaS Growth Expertise
- Fractional Executive Leadership
18+ YearsAutomation Experience
200+ ClientsFixed Their Businesses
4 UniqueEngagement Models
$100M+Revenue Unlocked
The Automation Coach™
With experience spanning sales & marketing technology, CRM architecture, revenue operations, and AI implementation, Casey doesn't just advise on automation strategy — he helps you build the systems, processes, workflows, and operational infrastructure you'll need to execute it to get more done with less resources — are you ready to get started?
Start With a Growth AssessmentClient Results
Real Results from Real Clients
Founders, operators, and growth leaders who replaced manual processes with intelligent automation systems — and the numbers to prove it
60% Faster Onboarding
Casey helped us identify and eliminate the manual bottlenecks that were costing us thousands of dollars in lost productivity each month. Within 90 days, our onboarding time dropped by 60% and our team reclaimed over 20 hours per week.
S
Sarah M.
Founder — Digital Marketing Agency
3x CRM Adoption Rate
We had great technology but terrible adoption. Casey came in, audited our CRM and workflows, and built a system our team actually uses. Pipeline visibility is completely transformed.
J
James T.
VP of Revenue — B2B SaaS Company
15+ Hours Reclaimed Weekly
As a solo consultant, I was drowning in admin work. Casey systemized my entire client workflow — intake, onboarding, delivery, follow-up — and I got back 15+ hours a week I now use to serve more clients.
R
Rachel K.
Independent Consultant — Executive Coaching Practice
40% MRR Growth
The fractional advisory engagement paid for itself in the first month. Casey's revenue operations architecture gave us a scalable foundation that grew MRR by 40% in two quarters.
D
David L.
CEO — Professional Services Firm
Free Scorecard
Discover Your Biggest Automation Opportunities
Request Your Personalized Automation Opportunity Scorecard — a complimentary diagnostic that pinpoints where automation can have the greatest impact on your revenue, operations, and growth trajectory
- Identify Your Highest-Leverage Automation Gaps
- Benchmark Your Operational Maturity Against Industry Standards
- Uncover Hidden Revenue Leaks & Inefficiencies in Your Business
- Get a Personalized Growth Opportunity Summary
- Understand Where to Start Your Automation Journey
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Automation Opportunity
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Podcast
The Automation Advantage Podcast
Conversations with founders, operators, agency leaders, and growth experts about leveraging automation, AI, systems, and operational excellence to scale modern businesses
Listen to the PodcastEp. 2344 min
Building a Scalable Sales Operation Without a Large Sales Team
Revenue Operations Series
Ep. 2248 min
The CRM Strategy That Transformed a $5M Professional Services Firm
Operational Excellence
Growth Doesn't Come From Working Harder
It Comes From Building Better Systems
Discover how automation, AI, and operational leverage can help your business scale faster and more profitably — without adding headcount