Agency veteran Eric Baum hit a wall scaling Bluleadz. After shifting to project-based work, reworking his cash flow strategy, and implementing EOS, he broke past the $5M plateau. Now he’s on track to hit 8 figures with 80% project work.

What You’ll Learn

• Why project work doesn’t have to mean unpredictable revenue

• What “no man’s land” is—and how to escape it

• How to build systems that support scale without burning you out

• Why CSMs might be the key to long-term profitability

• How to turn past clients into your most reliable revenue stream

Key Takeaways

• Project work isn’t the enemy: Bluleadz flipped their model after COVID. Now 85% of revenue is from projects—but structured payment terms keep cash predictable.

• EOS fixed the chaos: Eric was stuck between $1M–$5M in revenue. EOS brought structure, accountability, and growth.

• Milestone billing = freedom: They moved away from deliverable-based payments. Now they get 100% of project fees before delivery finishes.

• Don’t leave cash on the table: Eric admitted they ignored past clients for too long. Just by reselling old customers, they could double or triple revenue.

• Triple-team model wins: Sales, Implementation, and Customer Success Managers each own part of the client journey. This model boosted LTV and team focus.

• Strategic partnerships are scaling fuel: Bluleadz isn’t just riding HubSpot’s coattails. They’re diversifying leads through inbound, referrals, and partnerships.