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Dental Marketing · Crimson Media Group

One Joint Venture Built His $90K-a-Month Dental Agency

Shane Simmons picked one of the hardest niches in marketing on his very first client, a favor for a friend who’d just bought a dental practice. He almost quit on it more than once. Instead he built a referral engine off the people who already sell to dentists, and turned it into a boutique agency doing $90,000 a month with 98% monthly retention.

$90KMonthly recurring revenue
98%Monthly client retention
80Dental practice clients

Shane Simmons with Josh Nelson, live. Full interview.

Read the full interview transcript

Full transcript of Josh Nelson’s interview with Shane Simmons. Lightly edited for readability.

Josh Nelson: Cast. We are interviewing highly successful digital marketing agencies from across the country on how they're growing their agency, how they're serving their clients, how they're retaining their clients at the highest level possible, how they're building their team to deliver world-class results, and I'm super excited. Today I'm, I'm being joined by Shane Simmons from Crimson Media. He's built a highly successful seven-figure agency serving the dental niche. I'm really excited for you to hear his story and kinda unpack what's working best for him. So Shane, thanks so much for being here.

Shane Simmons: Thanks, Josh. We were just talking before this, and I said a few years back, I read your book when I was first introduced to you. This seemed like such a far out there kind of thing that would happen and, you know, hard work pays off, the right guidance pays off, and here we are.

Josh Nelson: Man, congratulations. I know it's been a, it's been a journey for you. You guys are doing amazing work, in the dental niche, but kinda tell us a little bit about where the agency sits today. How many clients, how much recurring revenue? What's the kind of the lay of the land?

Shane Simmons: Yeah. So we are, right around 90,000 in, recurring revenue right now, monthly recurring revenue, sitting at about, 80 clients. And, yeah, it's, it's been, you know, a great, you know, kind of journey. And, and what it's honestly allowed us to do now is we have such, like, concrete proof of concept now that we're actually, you know, gonna be able to raise our prices here into the new year and really, you know, even increase that and maybe work in the, in the long scheme of things, and we'll talk a little bit about this, with maybe less clients in, you know, the grand scheme of things, but charge a higher price point so we can still provide that real boutique experience while being, you know, profitable and being able to continue to, you know, get our team, the, you know, the salaries that they wanna achieve and the personal goals that they wanna achieve while maintaining that level of high quality. So, yeah, that's kinda where we're at now.

Josh Nelson: So good, man. Congratulations. And in one of my… I-in my opinion, one of the toughest niches, right? Because a lot of people are serving the dental space, it seems like they've got a lot of money, but it's n- I can promise you it's not as easy as it sounds from the outside. Hard to get their attention, hard to, you know, keep them engaged, hard for them to convert the leads that you generate, so you're doing a lot of things right. Tell us a little bit about your… Like, in CliffsNotes version, how'd you get started in the agency space in the beginning and what kinda what led you to running an agency?

Shane Simmons: Yeah. I love sharing this story. We share it with our clients on sales calls, or prospects. But I was, you know, working a nine-to-five, you know, marketing job, and I had a friend who had purchased a dental practice, from a guy who, you know, didn't have a website, no marketing, you know, and this was a younger guy who'd purchased the practice, my friend. And he said, "Hey, Shane, you know, I know you've got some marketing background. Would, would you mind helping me out here? We, we wanna do things, you know, a little bit differently, use some video, photos, and, and go about that." And that was around 2015. And so I said, "Sure." And we came in and really made more of what we call relationship base type marketing, content, where it was kinda getting to know the practice owner, getting to know what that patient experience was going to be like, and the practice just started to take off. And so he referred me to a buddy that he worked with at a corporate office who was opening his own practice. We did the same thing. Then he referred me, and before we knew it, we had about six clients on a monthly retainer, and I was making about four times what I was making at my nine-to-five job doing it just in the evenings. And I said, "You know, I think there's something here. I think there's a real opportunity." And, and that's how we got started. So it was just me as kind of freelancer, you know, giving it a whirl. Quit my job doing that after about a year and, you know, built a team and the rest is kinda history.

Josh Nelson: Love it. I love that you kinda cut your teeth in the actual industry, and you proved your value, and y- it kinda just snowballed from there. So it's been for you dentistry from the beginning. Like you had that first client referral, and that's been, that's been your focus.

Shane Simmons: Yeah, and that was one of the things I wanted to hammer home is, you know, I see a lot of agency owners struggling because they try one niche and then they see, well, this niche isn't good. Let me try this niche over here. Listen, I picked w- arguably one of the hardest niches right out the gate, but I stuck with it. It… I just, I just stuck with it. I got better and better at it. I, you know, built relationships over time. And it sucked at first. Like, I'm not gonna lie, I thought about giving up and switching niches and all of these things. But when you stick to one niche and it's… The grass isn't always greener on the other side. Get in that niche, feel somewhat passionate about it, have interest in that niche, but then really just go all in a-and don't be niche jumping because it will set you back and- Oh, it happens… I don't know where I'd be today, you know, if I would've given up on one of those times that I thought about giving up.

Josh Nelson: I think it's a powerful insight regardless of where you're at in your agency listening right now. Y- y- the niche that you've got some wins in, the niche that you've got some background in, is gonna be your fastest path typically to growth. So re- like, resist the temptation to say, "Oh, you know what? This niche is hard. There's so many easier niches out there." I can promise you every niche is got c-competition. Every niche has its challenges. Find the path where you've already got some experience, you've already got some wins. And time compounds, right? Your, your knowledge in the industry, your knowledge of the vocabulary, your, you know, connections, your, your kind of name recognition in that space compounds over time. So I think that's a, that's a really important share, a really great insight. So it was all referral. That was kind of the snowball for the first handful of clients within the space. You did something interesting. I think it's… If I heard you right, you had a full-time job, you got s- a client, you got a couple of clients. So it sounds like this was completely revenue funded from day one. Like, you never really had a situation where you were bootstrapped. You know, you were able to quit that job and step right into a cash flowing, growing business.

Shane Simmons: Yeah. You know, I was married at the time, you know, to my, you know, wife, still to this day, but we didn't have kids at the time. But, one of the things that we really talked about, and she was super supportive of me throughout this whole process, and I remember we were sending out handwritten letters prospecting to people, and she was on… At the dinner table with me at, you know, till midnight writing these handwritten letters to prospects. But she was very supportive, but her one kinda condition, which I agreed with, was once you replace y- the income that you're making at your nine-to-five job, then that's when you can go at this thing full time. And, and it was better on me too mentally because it didn't put that stress that I don't really like to operate under, "Oh my gosh, am I gonna be able to pay the bills next month?" kinda stress, you know? So that was really, I think, helpful for me and my journey, and it really allowed me kind of that freedom to try some new things and take some risk with some of those clients because I knew, you know, listen, if it didn't work out and, you know, the client fired me, I at least had this income, you know, at my job where I could still work that and then, you know, try something, you know, different in the future. So I think that was helpful for me personally and kinda my journey.

Josh Nelson: Yeah, I did the same. I did the same as well. I think it's a… If, if you can pull it off, it's a really powerful way to get the cash flow and not have the same financial risk and the same financial burden. So we talked about how you chose the niche, and kinda how you got the first couple of clients.

Shane Simmons: It was all referral based.

Josh Nelson: As you think about it today, now you got 90 clients, I think you said sort of something like $90,000 in monthly recurring revenue. Where are the clients coming from right now? It's not easy to sell into the dental space. Just talk to us about what strategies are working best right now.

Shane Simmons: The, the best strategy for us has been the referral systems that we've created. We actually, to our own, you know, fault here, but it was also because we've… We started to grow really fast and we've kinda had to, you know, hit the brakes a little bit on it because we wanna be able to maintain that kind of boutique level service. But we weren't doing any external marketing at all, to get that growth, I mean, from really going from $30,000 a month to where we are now over the last couple of years. So the key for us, Josh, has been, you know, providing a really personalized service which, as many people in the Seven Figure Agency, you know, community know, you know, there's a lot of, you know, crummy marketing companies out there in the world that don't take care of their clients or are only worried about the money. And what the Seven Figure Agency community has created are agencies who I believe truly care about their clients and build a good referral system. So that was key for us. And so what it's allowed us to do is we now have, multiple different consulting companies who help dental practices either, you know, open their startup offices or come in and coach and systemize the practice who over the years we've developed relationships with and worked with mutual clients. So now they refer us all of our, all of our prospects, and our existing clients as well refer us prospects. And then we do sponsor like a Facebook group, that is made up of people in our niche. We've sponsored that and we're allowed to put our podcast in there and kind of promote ourselves. But we haven't paid a s- you know, a single dollar in ads to grow this. We haven't, you know, do i- been doing the webinars, which is on our list of things to start doing because we really do wanna do that just to b- build that authority in the space. But it's been 100% referral focused. And so what my advice would be for the community and listening to this is go to those trade shows and not only go there just to have a booth, yes, you wanna have a booth, but meet people. Meet other people in the space, accountants in the space, financial advisors in the space. Whatever it is, start building that relationship. Have a phone call with them. Get them on your podcast. Stroke their ego. Get to learn more about them. And what's gonna happen is they're gonna start referring you, and when they start referring you, those are the warmest leads 'cause we don't actually feel like we have to pitch anybody or sell anybody. They come to us. We just tell them our process. This is how we do it. And, you know, we have a really good close rate because those prospects are so warm.

Josh Nelson: So good. So it sounds like, you know, providing the world class service, connecting with the influencers in the industry and getting referrals which lead to like not having to chase clients down but having them come to you pre-positioned to buy. How much of that is referrals from your existing client base versus referrals from like the coaches and consultants in the industry like you mentioned?

Shane Simmons: Yeah. So right now I'd say about 10%. So if we looked at our lead volume, and we recently again slowed this down, but let's say if we're looking back at like August at kind of our peak, you know, we were getting right around 25 new leads per month, just through referral sources. I would say about 10% of those, are from our existing clients, so that's something we're gonna work on over the next year to really kinda continue to build that number up. But the 90% of that was consultants coming to us and saying, "Hey, we got a new office, you know, we're working with," or, "We got an office opening up here in a few months. You know, here's their information." They made a mutual introduction to us and that client hopped on the call and, you know, we pretty much close about 50% of those. The only ones- Wow… The other 50% we don't close are just they may not be a good fit for what we do, and that's something we've gotten really focused with. And I wanna give a shout out real quick on here to Lynn. We hired Lynn to implement EOS into our business. We got very clear on who our core target market is. So we may turn a few more away in the future if they don't match that. But thankfully, many of the consultants we work with have the same core target market that we do, and so that's why our close rate's been so high.

Josh Nelson: Love it. So when you say referrals, you're really talking about referrals and joint ventures, right? Finding those coaches, those consultants, those influencers that have relationships with the clients that you wanna do business with. And rather than you cold calling or cold emailing, you're getting a warm introduction from somebody already doing business with them. And so those deals are very low resistance and very high retention really on the back end. They, they came in with the transference of trust. Can you share, and if you can't, that's okay, are these just mutual m- mutual benefits? Like, "Hey, look, I'm gonna pass business to you're gonna pass business to me." Or is it g- like just they wanna refer you because they know you've done good work in the past? Is there some type of rev share? Like, what's the, what's the arrangement if you can kinda talk a little bit about that?

Shane Simmons: Yeah, no, I'm happy to. So, we don't pay for any of those referrals. So we don't have to, you know, give a referral credit or anything. The only referral credits we give is to our existing clients who refer new people to us, and when they sign up, we do, credit them, I think it's like $300 their next month on our, billing. But these are primarily consultants who we refer business to them 'cause we are at this point, pretty well known like in the Facebook communities and things like that just 'cause, again, when you're in a niche for several years, that naturally starts to happen. And so anytime someone comments and says, you know, "Hey, I'm looking for a consultant to help us, you know, drop some of these, you know, insurance plans so we can be more profitable," like I've got a list of like three or four people who I know are great at that, and I'll just tag them in the post and be like, "Hey, you need to talk to so… Boom, boom, you know, and talk to all of those." So they appreciate that from us, and we don't get any kickback from them. But in turn, that res- reciprocity, they do the same thing where they see, you know, "Hey, we need a marketing agency to help us grow this practice. Hey, they… Contact Shane and Crimson Media Group. We work with mutual clients. They're great." So that's been the biggest thing there. And, and really, Josh, I would say one of the th- big takeaways that I took from the Seven Figure Agency was the podcasting because I just love to do that in general because it's a learning experience for me. I get to bring people on the show who are crushing it in the dental industry, and I get to learn from them. But by doing that, they really appreciate it. And so after those call or interviews when we're off air, you know, I just ask them like, "Hey, you know, if you have any clients who are, you know, at this stage in their business, they're looking for a marketing partner, you know, we would love the opportunity to speak with them if you think that we would be a good fit." And that's where we've really built a lot of that trust and those relationships. So in summary, we don't get any kickback, on any of those. We don't pay them anything for those. We just refer, you know, those consultants, anybody we see looking for it, including some of our existing clients, and they do the same.

Josh Nelson: I love it. Super, super actionable insights here. I really believe you're only one joint venture away from a seven-figure agency. It sounds like in Shane's case, a handful of- That's true… Of joint ventures.

Shane Simmons: Well, that is true with one particular referral source is bigger than the other. And I can say without a doubt that we would not be where we are today this quickly without that one. And, and you nailed it, Josh. I mean, you're one away, and we just so happened to get that one about a year and a half ago. And if you look at our sales, I mean, it just spiked at that point.

Josh Nelson: Love it. And, and the practical insight here is like, yes, knowing mentally I wanna try and get, you know, influencers and coaches and consultants that are selling to our clients, it sounds like for you, the way you broke in in Facebook groups that these guys hang out in, just adding value, just answering questions, just making introductions, being at the trade shows and events, and not just having a booth and trying to sell the dentists, but while you're there, being an active participant, seeing the other exhibitors and checking in with them and spending time with them, which most of us, most agency owners, if we go to an event, we're just focused on the prospect. We don't even take a minute to talk with the other exhibitors, to connect with the speakers, to be a participant. And it sounds like in your case, that's the lion's share of where the opportunity has l- lied.

Shane Simmons: Hundred percent. I mean, those events, we may get one to two clients from most of them. Like, they don't look that impressive on the front end. But the relationships that we build gives us 50 plus prospects a year from those events, from those conferences. So while everybody, like you said, is focused in on kind of that red ocean of just selling the prospect in front of me, you need to be looking at the surroundings around you and say, "How could this… How could we partner with this software company?" Or, "How could we sponsor, you know, support this consultant here and build that mutual partnership?" So having more of that long-term outlook is critical in my opinion because it's going to make it less chaotic and competitive for you trying to cold call and all the things we talked about earlier.

Josh Nelson: Super powerful insight. A- a- and if you're listening, I hope that landed, right? We wanna be at these events. Yes, you'll get some clients, but you also wanna build those relationships with the people that already have a lot of the clients you wanna do business with. And it sounds like the other play that's worked for j- like crafting these relationships for you is running the podcast, and putting out good content, but then also getting those experts, getting those consultants and featuring them on the podcast and answering, you know, asking them questions and kind of putting them out in your, in your feed. Now you're, you're connected with them. You've created goodwill with them. And it opens doors that probably you couldn't have just called that consultant up and said, "Hey, do you have any clients you wanna refer me?" you know, the, the podcast was kind of the w- the angle to get their attention and their, you know, kind of their buy-in.

Shane Simmons: Yeah. And, and many of these people, I mean, I consider them friends. Like, they're not even just business associates. Like, you know, around the holidays I'll send them, you know, Christmas gift baskets and I'll, you know, ask them, "Hey, how are your kids doing?" Like we've developed really close relationships with these people. And I'll tell you, I… And I hope they see, you know, me as a friend as well. But that has been just so important because it makes your job So much more fun when you're not having to feel like you're chasing people around, and you feel like you- your friends are just kind of referring you people. As long as you're taking care of those people, nurturing those relationships, it's an absolute game changer. I mean, it really is. So that's my biggest suggestion is, you know, find those people who you can connect with, who you think have common interests, and you'll end up befriending them and relationships are everything in this business, in my opinion.

Josh Nelson: So good. Lots of great insights there on what's actually working for you and how you grew the, the agency serving this particular niche. Can you talk a little bit about what your program looks like? So when you get a dentist, like what are… What's the mix of services look like, and what are we charging for that today?

Shane Simmons: Yeah. And again, shout out to this program because before we joined Seven Figure Agency in twenty twenty, we were a la carte, and our churn was so much higher at that time because when you're only doing SEO or you're only doing Facebook ads, you can't control the whole picture, and it impacts your performance and your campaign. So when we s- when we got into the Seven Figure Agency program, we learned about the packaging of those services. We implemented that right away. So our program, is, you know, website development and creation. Also, it's a requirement, and this is one thing that makes us a little bit unique in the industry. It's an absolute requirement if we're going to work with the practice, we have to do a full day content session at the practice, both photos and professional videos, because we build our sites with those custom videos and custom photos because that's a big part of the patient experience and the marketing strategy that we use. And what that allows us to do is, again, control it a bit more because we know that the website is gonna be able to convert. Our ads are gonna be able to have creative, unique content. But at the same time, it– we know that these are clients that are bought in for the long term as well, because if they're going to invest in something like that, they're not gonna expect this to turn around in thirty, sixty days and get ten X ROI. Like, we always tell our clients, "This is a marathon, not a sprint." There are marketing companies out there you could work with that are gonna do the crazy discount deals and provide you hundreds of leads, and maybe you close ten percent of those. That's just not our model. Our model is we're gonna take the long-term approach. We're gonna build relationships in the community through our ads, through our marketing, through this content, and attract your ideal patients. So website, custom photos, custom videos requirement. And then in addition to that, Facebook ads, Instagram ads, Google ads, and SEO is our core, strategy as from the marketing side of things. And of course, that includes, you know, call tracking, form tracking, and all the things that goes along with that.

Josh Nelson: Love it. I think what you said there is a really powerful point, the idea that, you know, a single line of service is a single point of failure versus having a complete package where you're saying we're gonna do the things we know you need to generate the patient flow, to generate the results. And it sounds like that's had a big impact in your retention and kind of what you can charge. I love that you're doing the, like, mandatory videos and media. That way, you can build the personality and authenticity. Do you charge a lot extra for that, or is it included? And how do you pull that off? 'Cause that's not easy. You got practices all over the country and international potentially. How do you, how do you do that media day?

Shane Simmons: Yeah. So, I'm very fortunate that, I met a guy here locally a couple of years ago, who is a freelance, photographer, videographer. Younger guy, like twenty-four years old, so, you know, doesn't, you know, isn't married, doesn't have kids and all that right now. So he's like, "I just wanna get work, travel the world, and, you know, just kind of, you know, live my life that way while I'm young." And so we've been very fortunate that he does all of our content shoots for us. He's literally on the road for us at least two to three days every single week in a different state. Sometimes he's flying from one state to the other state to another state before he comes back home. So we're really fortunate there. But the other thing, Josh, and this was a, quite frankly, a hard lesson for us to learn, is we had to learn what our cap was with this type of business model. Mm-hmm. And that was something we recently went through and kind of struggled with. But we realized that at this point, really, we should only onboard three clients per month, new clients per month with this model. Mm-hmm. Just because we went over that and none of us were having fun with it, including, as I was afraid I was burning him out too. So, you know, we have, three clients that we onboard per month, so then that way we make sure we can get this all scheduled. As far as how we price it, so we charge a, you know, a flat monthly recurring management fee. And then on the, on the setup side of it, we charge a one-time fee for the website development and the photo, video content shoot. And that, depending on the complexity and where the office is, ranges between eight and ten thousand dollars is kind of what that range is. And so, what we do is offer the client the opportunity of, I mean, you can pay it all up front, you could pay it fifty percent before the shoot and the website's done, and fifty percent after the website's done and the content shoot's there. Or this is the most common one, we break that up into either six-month or twelve-month payments and just add it onto the monthly recurring revenue cycle. So that's been the most popular. So what that allows us to do is, again, invest with that client for the long term so that they're not churning. And, and we've been fortunate to maintain, you know, I think every month but two of this year, we've had a ninety-eight percent, you know, monthly retention rate. So wanted to stay above that ninety-seven percent like you preach, and I think that's been a big part of it.

Josh Nelson: Love it. I, I love the idea of the media day. I know it's a big investment of energy, even though you're not personally going, but it makes you so much stickier for the client. It also is obviously gonna have a ripple effect of the effectiveness of the marketing, really, which is what this is about, right? If you can make their website You know, more personality, more engaging, and they convert more visitors to patients. They win, you win. It's a win-win all around. It sounds like it's improving your stick rate, it's improving your retention. Let's talk a little bit about retention. Ninety-eight percent in dentistry is phenomenal. I mean, ninety-eight percent monthly retention average is great across the board. What are some of the things you're doing in your agency to hit those types of levels of retention?

Shane Simmons: Yeah, I mean, I gotta give a huge shout-out to my team here. I mean, I, you know, this… My retention rate before I started really hiring team and investing in team was not good. I will say that because again, typical entrepreneur, you know, quick start, low follow-through, and, it just wasn't good. But when we started investing in, our team, we, you know, hired an integrator, a marketing manager, who the marketing manager's actually become the integrator, and the integrator stepped into really kind of like a ClickUp, you know, guru in our, in our business, which deserves its whole position in itself, and then investing in our account management team and our fulfillment team. What that's allowed us to do is be extra communicative to our, clients. And so one of the things that I preach to the team, you know, and when we hire on a new account manager we're training is, "I will never get upset if a client comes to us and complains that you're over-communicating with them and you're annoying them." Like I said, "I will give you a virtual high five, like great job." The only time we're gonna, you know, get upset is if the client's like, "I haven't heard from this person in weeks," or whatever. So we try to really over-communicate. That's a really big part of what we're doing, now and just giving clients these simple little updates, even if it's the smallest thing, you know, once a week. I think I got that from somebody at one of the Ninja Hacks, last year at Seven, Figure Agency, and that's been transformational. So to all of you who maybe are struggling with retention or feel like your retention could be better, try it. Try sending, you know, an email, Loom video, mix it up once a week to your clients and get an idea there. The other thing that I've really started to do, and I learned this from a Jocko Willink book that I've been reading, Le- Leadership Strategy and Tactics, but I took it to the client side, is really get clear on what the client's expectations are. Mm. So certainly we set our expectations up front, but I also wanna know, what are you looking for from us? Like, what's gonna make our service worthwhile to you and feel like you're getting, you know, the best investment? And I think pretty much every person I've asked that to have said, "I just wanna know what's going on. I wanna stay in the loop. You know, can you send me frequent emails? Can we have those monthly meetings, but can I also get an update throughout the month?" And so our team has really embraced that, and I think that that's been a huge part of why we've had such a great retention rate. And, you know, now we're bringing on a couple additional account managers. We lost a couple over the last few months, and we're bringing on a couple of new ones through Brad Farris and, who are great candidates. And so I'm excited to continue to implement that with some of our new team members.

Josh Nelson: Love it. So it sounds like, you know, a lot of things go into this level of retention, but it sounds like starting with the source of the, of the lead, right? They didn't find you cold. They were referred by a consultant that they trust. Going deep on the launch, building the website, doing the media day, really putting down deep roots with the client, and then having a great client communication process where you're clear on expectations. They… You've got an outcome, they've got an outcome. You're on the same page. You're rowing in the same direction. And then over-communication, just like really letting them know what's going on, touching them with weekly touches, i- is kind of the secret sauce for you in this dental space and the way you've structured the business.

Shane Simmons: Yeah, 100%. And I would say, you know, just to add to that too is little touch points like, you know, we try to remember when people's birthdays are, and we send them an edible arrangements, you know, for their birthday and the gifting strategy. You know, we're still working on our gift boxes and refining that, but just little things like that that people don't think of. W- Handwrite them a letter. I handwrite every single client we have a handwritten letter for, on behalf of the entire team and mail that to them at the holiday season. My hand's killing me by the time I've written all these letters, but it's… Nobody gets a handwritten letter anymore, so y- especially in a digital world and digital marketing agency owner. So little touch points like that, have a huge impact. So I highly recommend a book, the ho- oh, shoot, Unreasonable Hospitality. That's when I read that book and really picked up on some of those.

Josh Nelson: Love it. Well, I know we've only got a couple minutes left, so I wanna talk a little bit about scale. So you've built this team. You've got, you know, you know, 90,000 monthly recurring. I know that's just gonna continue to grow. How did you scale the team? How did you set up your operation in order to not just get the clients, but to deliver world-class results?

Shane Simmons: Yeah. Two hires, that we made that I've, I still to this day I'm like, "You know, I don't know what I did to deserve this, God, but thank you for putting these two people in my life." we hired our now, integrator, and we hired our now, like I said, ClickUp, specialist. And what they've done is been able to offset what my weaknesses are, because I was terrible at organization, scaling systems. I'm just not good at it. I've tried. It's just not how my brain functions. So what I did was I hired people that were essentially the opposite of me, you know, to offset my weaknesses. And so the Kolbe assessment was a big part of that, once, you know, we got to the second interview and saw the high follow-through. And so what they have done, Josh, has allowed me to kinda just focus on sales, getting out of account management, you know, building kind of what the vision is for the company. And they've said, "We got the processes. We've got the systems under control." They've built our fulfillment team. They've built the departments. They hold the SEO meetings, the Facebook Ads meetings with the team. Like, I'm not in those meetings anymore, which just is such a crazy thing I didn't think would be a realistic, you know, thing to do like three years ago. And so my biggest suggestion is hire a team that offset what your weaknesses are. And for those who are wondering, you know, how I found these two candidates, one of them I found, through a LinkedIn, job posting back in, 2021, I think the end of 2021. She's our, my ClickUp specialist. And then, the marketing or the integrator I found through, onlinejobs.ph, and she had extensive history in marketing agencies in leadership roles. And, and yeah, it's, that's, you know, been everything. So I couldn't… We wouldn't be here with- without those two and then the team that they've built.

Josh Nelson: So good, man. So it sounds like remove yourself from operations, then remove yourself from account management, and really put a leadership team in place with EOS where they can take care of the operations and the systems, and you can kind of oversee and do what you do best. Shane, this has been awesome. Thank you so much for all of the great insights, all the takeaways. Congratulations on growing to seven figures. I have no doubt multiple seven figures is on the horizon. Amazing work retaining at ninety-eight percent monthly. Thanks for being on here. Thanks for sharing. Guys, be sure to look Sh- Shane up. Any, you know, anywhere, anywheres that they should reach out to you, Shane, if they wanna connect?

Shane Simmons: Yeah, so I mean, anybody, you know, in the digital marketing, group or the Seven Figure Agency group, you know, feel free to look me up there. Send me a direct message if you have questions. That's how I learned. I reached out to people like, you know, Tony Ricketts and, you know, Chris Rodriguez and people like this, because I was interested, right? Like, how did you do this? So I'm happy to try to pay that forward as well. So reach out to me on Facebook if you have any questions. Any way that I help– can help, I would love to try and do so.

Josh Nelson: Awesome. Well, thanks for being on here, guys. Thanks for listening. If you wanna hear more ideas and strategies on how to grow your agency, be sure to subscribe to this channel. Be sure to go to sevenfigureagency.com and subscribe to the podcast and, we will wrap it up there today. Thanks everybody.

AgencyCrimson Media Group
NicheDental Practices
OfferWebsite + media day + ads/SEO, $8K-$10K setup plus MRR
LevelSeven Figure Agency Member Since 2020

Where He Started

Shane was working a nine-to-five marketing job in 2015 when a friend bought a dental practice with no website and no marketing. The friend asked for help doing things differently, using video and photos and a more personal approach. Shane said sure, and the practice took off. That friend referred him to a buddy at a corporate office who was opening his own practice. Shane did the same thing again. Then that client referred him too, and before long he had six clients on monthly retainer, making about four times what his day job paid, working evenings.

He and his wife agreed on one condition before he went full time: he would keep the nine-to-five until his agency income replaced it. That took about a year. There were nights she sat with him at the dinner table until midnight helping write handwritten prospecting letters. Once the income crossed over, he quit and built a team. Dental has been his only niche since that first favor for a friend.

“I picked arguably one of the hardest niches right out the gate, but I stuck with it. It sucked at first. I thought about giving up and switching niches. But the grass isn’t always greener on the other side.”Shane Simmons, Crimson Media Group

The Referral Engine That Replaced Paid Ads

Crimson Media Group has never spent a dollar on ads to grow. The agency went from $30,000 a month to $90,000 a month almost entirely through referrals, and about 90% of new client leads come not from existing clients but from consultants and coaches who work with dental practices on operations, insurance, and startups. Shane doesn’t pay for these referrals and doesn’t run a formal rev share. He simply refers business back to the same consultants whenever a client needs that kind of help, and they return the favor.

He built those relationships the slow way, at trade shows and inside niche Facebook groups, by treating other exhibitors and consultants as people worth knowing rather than ignoring them to chase the dentist in front of him. He also started a podcast early, when he had about fifteen clients and, in his words, the production quality was not good. He kept publishing anyway, using it to interview the same consultants and build trust before ever asking for a referral.

“I can say without a doubt that we would not be where we are today this quickly without that one referral source. If you look at our sales, it just spiked at that point.”Shane Simmons

One particular referral partnership, struck about a year and a half before this interview, changed the growth curve more than anything else the agency had tried. Shane is candid that a single joint venture can outweigh years of general marketing effort, and that most agency owners never build one because they treat industry events as sales floors instead of relationship building.

An Offer Built to Survive the Long Sales Cycle

Before joining Seven Figure Agency in 2020, Crimson Media Group sold services a la carte, SEO here, Facebook ads there, and churn was high because no single service controlled the whole outcome. Packaging changed that. The current offer bundles website development, Facebook and Instagram ads, Google ads, and SEO, plus call and form tracking, into one recurring management fee.

The part that makes the offer hard to copy is a mandatory in-person media day: a full day of professional photo and video content shot at the practice, which becomes the backbone of the website and ad creative. It costs the client $8,000 to $10,000 up front, payable in full, in two installments, or spread across six or twelve months on top of the monthly fee. Clients who invest that much are not looking for a 30-day ROI, which is exactly the kind of client Shane wants.

That media day model has a real capacity limit, and Shane is honest about hitting it. The agency once tried to onboard more than three new clients a month and it burned out the team, including the freelance photographer who is already on the road two to three days a week. Crimson Media Group now caps onboarding at three new clients a month on purpose, even though it means turning down growth, because going over that number made the work stop being fun for anyone involved.

Where He Is Now

Shane is equally candid that the agency’s retention was not good before he invested in a leadership team. He describes himself as a typical entrepreneur: quick to start, low on follow-through. Hiring an integrator and an operations specialist to run the ClickUp systems changed that, along with implementing EOS with an outside consultant. Those two hires now run the SEO and Facebook Ads team meetings that Shane used to sit in himself, freeing him to focus on sales and vision.

Client communication is the other lever. The team over-communicates on purpose, sending weekly updates by email or Loom even when there’s little to report, and Shane personally handwrites a holiday letter to every client. The agency has held a 98% monthly retention rate for all but two months this year. It has also lost a couple of account managers in recent months and is actively backfilling those roles, a reminder that even a business running this well still deals with normal team turnover.

What made it work

  1. One niche, no jumping. Shane stayed in dental after his very first client even when it was miserable at the start, and let years of vocabulary, relationships, and reputation compound.
  2. A joint venture engine, not an ad account. About 90% of leads come from consultants and coaches who already serve dental practices, built through trade shows, niche Facebook groups, and a podcast, with zero dollars spent on paid acquisition.
  3. A packaged offer, not a menu. Website, ads, and SEO sold as one bundle instead of a la carte, which is what cut churn after joining Seven Figure Agency in 2020.
  4. A media day that raises the stakes. A mandatory, professionally shot content day priced at $8K-$10K filters for clients who are bought in for the long term, not a 30-day payoff.
  5. A deliberate capacity cap. Onboarding is capped at three new clients a month, on purpose, after growing past that once burned out the team.
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Featured on TopMarketingAgencies.com

Crimson Media Group is featured in the Dental category on TopMarketingAgencies.com, the editorial directory of the best niche marketing agencies in the country. Listings are editorial, not pay to play. Agencies are scored on niche depth, tenure in the specialty, client retention, verifiable results, and transparency, then re-scored every year. You can read the full profile on the Crimson Media Group listing or see how the category stacks up on the top dental marketing agencies page.

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