How Jive PR & Influencer Digital Marketing Agency Saved $60K/Year by Switching to Go High Level CRM

How to Scale an Agency 🚀

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In this episode, Jordan Ross interviews Megan Balyk, VP at Jive PR and Digital, to share how her team transformed operations by moving from manual, disconnected systems into a Go High Level + Notion + AI-powered workflow.

Jive PR was stuck juggling PipeDrive, Beehive, and DocuSign while manually tracking leads, proposals, and onboarding. After implementing automation and consolidating tools, they not only saved tens of thousands of dollars annually but also avoided hiring a $60K/year business development assistant.

Instead, they reinvested savings into marketing, content creation, and growth initiatives—compounding results without burning out their team.

If you’re an agency owner or operator frustrated by manual work and tool overload, this conversation breaks down how to streamline your workflows, minimize human error, and free up resources to scale.

Chapters

– The pain of manual tasks & why automation matters

– Meet Megan Balyk & Jive PR

– Life before automation: PipeDrive & scattered tools

– Transition to Go High Level + Notion

– Favorite automations that changed the game

– From messy notes to automated follow-ups

– Consolidating tools & cutting costs

– Adding proactive outreach & social listening

– Proposal process before vs. after automation

– Transition challenges & the simplicity factor

– Asking “dumb” questions to learn faster

– Building with Alexandra: best practices + customization

– Lasting impact: saving time, cutting errors, scaling smarter

– Avoiding a $60K hire through automation

– Redirecting savings into content & marketing growth

– Where to find Jive PR & their services

– Closing thoughts: get ahead of the AI + automation wave

To learn more go to 8figureagency.co