Level Agency

Chief Executive Officer

Managing Partner & President

President

Senior Vice President of Operations

Developed product and market strategies that positioned the company to achieve long term growth, while meeting annual revenue and profitability goals. Continually identified and assessed new markets, product and technology opportunities and ensured resources were in place to drive marketing strategy and capitalize on opportunities. 

• Served as a key and active member of the senior management operating team
• Provided leadership for the development of global strategic marketing plans including objectives and strategy for targeted markets
• Drove efforts with product and business development to define an overall product and technology portfolio strategy to drive the long term growth of the organization
• Ensured the development of all strategic product roadmaps and corresponding marketing plans
• Continuously evaluated trends and adjusted strategy to capitalize on shifts in the marketplace. 
• Analyzed existing product and markets in terms of the ability to compete, gain market share, grow revenue and sustain or grow profitability
• Monitored business metrics in regard to revenues, profitability, market share and product portfolio mix. 
• Established metrics for the measurement of marketing program effectiveness
• Developed and manage the marketing budget
• Responsible (in collaboration with sales) for the development of the company’s revenue forecast
• Responsible for the overall management of the marketing team providing coaching, leadership and assistance with resources and strategy development

Vice President of Technology and Product

Member

Vistage Worldwide, Inc.

CallerReady LLC

Responsible for developing and implementing a product roadmap for the company that ensures development and testing of high quality, high value products/services that can be successfully marketed to consumers. Also responsible for leading the development of strategies to migrate customer service and sales onto a completely self service platform. 

• Drive the implementation of a Product roadmap within the company.
• Manage the existing stable of products and lead the ongoing development of enhancements to support increased value to customers.
• Gather and analyze feedback from sales, marketing, operations and partners/prospects to set the strategic vision for existing products and development of new products.
• Manage the execution of consumer research to further support rationale for product development and positioning within the marketplace.
• Direct our internal process to define the product strategy, roadmap and priorities.
• Research, develop & implement a best processes strategy for new product development, launch and analysis.
• Develop requirements documents and use cases for new product features.
• Monitor the status of development projects supporting new features
• Become an expert on other products in the marketplace
• Product life cycle & profitability management.
• Provide guidance and direction to the team on developing new products and managing the lifecycle of existing products
• Build a team to support rapid growth expectations.
• Develop & implement strategy to drive product and customer service onto the web.

Director of Interactive and Product Development

EDMC

As a member of EDMC Online Higher Education marketing department, the Search Manager is responsible for leading and executing search engine strategy for all OHE brands. This position entails development & management of search marketing plans, keyword campaigns, SEO, search inclusion and interactive advertising programs; negotiating contracts, monitoring results and making necessary adjustments in order to generate high-quality, cost-effective student inquiries. 

•	Direct and coordinate multiple “cross-platform” projects while working within established deadlines. 
•	Develop and implement strategy for Internet advertising campaigns designed to increase web site visitors, generate quality student inquiries, and strengthen all EDMC online brands. 
•	Manage and administer EDMC brands’ online budgets.
•	Ensure accuracy (BPC compliance) and quality of all electronic advertising and marketing creative.
•	Develops a collaborative relationship with EDMC to assure online marketing initiatives are in sync with EDMC philosophies and procedures.
•	 Adhere to budget constraints and adjustments while continuing to increase inquiries and web site traffic through the respective EDMC brands’ online marketing campaigns. 
•	Remain current with and possess a thorough understanding of available online advertising, SEO and marketing vehicles as well as measurement tools. 
•	Analyzes current procedures and processes to assure optimal utilization of web-based and email marketing initiatives. 
•	Monitor/track results of online marketing vehicles purchased.

HIGHLIGHTS
•	Launched 3000+ page online education directory portal site from concept to completion in 3 months (2010)
•	Directly managed $20+ million marketing budget to drive year over year growth and drive direct response initiatives (2008-2010)

Search Marketing & Display Advertising Manager

• Analyze Web traffic using Omniture, Google Analytics, and other data collecting sources to support the analytic needs of the business
• Lead driving core insights from the data to suggest, create and execute multivariate or a/b/c tests that drive fundamental improvements to the site experience
• Develop and implement data strategy across multiple “listening posts” (websites, surveys, testing, CRM systems, market research etc) to provide a comprehensive view of students, faculty, and prospects across the online web experience 
• Work  with the Web Strategies team to identify gaps in the data capture strategy and implement enhancements  Improve and document processes for gathering metrics and data analysis

HIGHLIGHTS
•	Implemented multiple analytics software packages throughout web experience to facilitate creation of executive dashboards and reports (2007-2009)

Web Strategies Analyst

• Ownership for operational results of recruitment websites.  Personally manage and drive daily performance of metrics against internal requirements as well as competitive positioning
• Web strategy development including ensuring the brand experience by combining the convenience of on-line education with the experience of a top traditional school and making it come to life through our recruitment websites to support a consistent web-based end to end student experience.   Creates web environments to support the student recruitment goals and provide automation that supports growth and scale to the organization. 
• Provide leadership on web solutions development for the OHE organization.  Develop and manage scope, resources and project plans to deliver appropriate web solutions.
• Partner with OHE Marketing organization to implement marketing strategies.

HIGHLIGHTS
•	Introduced Landing Page Optimization and MVT testing to company leading to 100-300%+ increases in conversion across three different brands (2007-2010)
•	Successfully oversaw implementation of new student recruitment initiatives including: marketing site redesigns, microsite launches, online student tours, and admissions tools (2008-2010)

Web Producer, Student Recruitment

Recruit new students to meet new student plan. Develop and maintain positive relationships with students. Provide creative solutions to complicated admissions problems. Contribute to a positive results driven professional work environment. Serve as a job knowledge expert, trainer, and mentor for new hire and veteran ADAs.

Director Of Admissions

The Dinner Pantry, Inc

Developing and executing the go-to-market strategy for a food service startup. Creating and fully developing company network infrastructure and e-commerce website. Responsible for the content and publication of said website by coordinating, designing, and monitoring electronic publications for distribution. Developing and implementing strategies to improve group marketing.

Head of Marketing & Product

In his tenure as president & CEO of Level Agency, Patrick Patterson oversaw its transformation from a pioneering, fast-growing higher education shop into the performance-marketing powerhouse it is today. Under his leadership, the agency’s revenue grew 30% or more annually; its profit margin increased 4X; its marketing spend now tops $50M annually, and its capabilities have broadened to offer more complementary services for more industries.

Great marketing starts with asking great questions. From the outset of his career, Patterson applied his background in computer science and math to the challenge of reaching and engaging audiences (and carefully measuring every result). In an industry increasingly driven by automation and machine learning, he excelled, ultimately managing a $30+ million budget for Education Management Corporation. Patrick then took his passion for creating value to product development, implementing lean methodology at a technology startup that focused on using data to drive efficient sales enablement.

His drive for efficiency, performance, and continuous improvement led him to join agency founder Thomas Donohoe in 2012 to oversee Level’s operations and strategic direction - eventually purchasing the company in 2021 with his partner, Patrick Van Gorder.

Patterson’s vision for Level Agency is to be the go-to performance marketing agency when clients want real, measurable results. Reaching this goal requires an uncompromising commitment to performance: platform excellence, compelling creative, client partnership, growth mindset, and constant innovation. By surrounding himself with talented, adaptable colleagues, he knows he’s set the agency up for success.

Patrick Patterson

Co-Founder @ Thoughtleadr | We Go Viral on Command For The Most Exceptional Founders on X | +60M Monthly Impressions For Clients

Hey, I'm Fernando, Co-Founder at RevenueFlow, and we solve the #1 problem killing B2B growth: empty sales pipelines.

We help high-ticket B2B companies flood their calendars with qualified meetings using systematic cold email and LinkedIn outreach - data-driven campaigns that target decision-makers and book meetings on autopilot.

We can help you if:

• You're a B2B founder/CEO who needs predictable pipeline NOW... We'll deliver qualified meetings within 2-4 weeks using proven outbound systems

• You're scaling a 7-9 figure business and tired of inconsistent lead flow... Our cold email + LinkedIn campaigns run 24/7, filling your calendar while you sleep

• You sell high-ticket solutions ($10K+ ACV) and need buyers with real authority and active need... We target the right people with personalized messaging that gets responses

Our approach:

• Clay for data enrichment and hyper-personalization
• HeyReach for LinkedIn automation at scale
• Multi-domain cold email infrastructure for maximum deliverability
• AI-powered message variations to avoid spam filters
• Systematic qualification to ensure meeting quality

We've cracked the code on B2B outbound that actually drives revenue. Predictable meetings, qualified prospects, scalable systems.

If you:

• Sell high-ticket B2B solutions (>$10k contracts)
• Need qualified meetings, not vanity metrics
• Are ready for predictable, scalable lead generation

Let's talk.

Or DM me directly and I'll show you exactly how we're getting these results.

Fernando C.

I'm 26. we've scaled a $3M/year AI GTM company in 2.5 years. Something insane is quietly happening...

In 2025, we burned through $430K+ executing go-to-market strategies. Agencies, freelancers, tech tools, campaigns - you name it, we tried it.

We eventually narrowed down and built a content + outbound marketing channel that worked. Scaled it to $3M/year. At our peak we had a 50-person team, worked with 150+ clients, and we learned how hard it was to scale a labour-intensive service.

Today, AI is so good that it can replace entire teams and workflows. Not one task - entire systems.

Alex Hormozi (Acquisition.com) said it best: "When there is infinite information, the value is in the selection and curation because no one has the time to consume all of it to figure out what's good."

Y Combinator recently put out a Request for Startups calling for AI-native agencies. Their words: "Agencies of the future will look more like software companies. And they'll scale far bigger than any agencies that exist in these fragmented markets today."

That's exactly what we're building...

For the first time ever, we're running every single GTM play we've ever executed at the same time without making a single hire:

1. LinkedIn content engine that generates inbound pipeline
2. Personalized cold email at scale
3. Personalized LinkedIn outbound at scale
4. Signal-based targeting
5. Viral X thought leadership content engine
6. SEO at scale

All running, simultaneously.

All of my co-founders - Tim Carden, Ben Carden, Hosun Chung, and I spend 80%+ of our time living in AI. Vibe coding in the terminals. Testing new GTM tools. Building AI agents that actually work. It's not easy, but for the first time, everything we've ever wanted to build is all possible.

We can do this because we've spent 3+ years doing it all manually. Countless times, hours, and mistakes made. We know what works, what doesn't, and how to build it - because we've ruthlessly tested every single play by hand before automating it.

The tools exist. You can go buy them all yourself. But the strategic curation, the orchestration, knowing what actually works and how to wire it all together so that it ACTUALLY WORKS - that's moving too fast for most business owners and marketing & sales leaders to keep up with.

We are the human layer between you and this wave of AI, your "All-bound GTM partner". We've already tested every play manually, so you get the systems that work without the $430K+ learning curve.

The businesses implementing this are going to be untouchable in 12 months. It's time to build.

Want us to build your GTM infrastructure so you're not left behind? Let's chat:
https://lnkd.in/dCBwpVcF

Fernando Cao

Co-Founder & CEO at RevenueFlow | AI-Native GTM Partner | 100k+ on X @thefernandocz

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The GTM tech powering top sales teams in 2026. 27 tools:

We spent two years trying every GTM tool that crossed my feed. Most of them promised the world and delivered a dashboard.

What I actually learned is that the stack matters less than how the pieces talk to each other. These are the only list of tools to check out:

Lead Gen and Data
Apollo, ZoomInfo, Clay, Findymail , MillionVerifier , Apify, Firecrawl, Serper 

AI and Automation
Anthropic, OpenAI, OpenRouter, Zapier, GitHub

Email Infrastructure
EmailBison, Instantly.ai, Smartlead, lemlist, Zapmail.ai, ScaledMail

Sales and CRM
HubSpot, Salesforce, Close, HeyReach.io, Gong, Outreach, Salesloft 

Meetings and Comms
Cal.com, Inc., Grain, Loom, Slack, Intercom 

Data and Ops
Supabase, Airtable, Notion, Stripe, monday.com 

Content
Figma, Notion, Loom Loom

We have tested or actively use every tool on this list. Some we dropped. Some we built around. The ones that stuck are the ones that did one thing well and got out of the way.

After $93K+ in GTM tooling, the biggest lesson wasn't which tool to pick. It was knowing when to stop adding tools and start connecting the ones you have.

Still figuring out the perfect stack. But this map is where I'd start if I were building from zero today.

Want us to build it for you? See how: https://lnkd.in/dCBwpVcF

How I'd close my next 3 B2B clients in 30 days. This is exactly what we did to scale past $3M/year:

Step 1: Get specific on your ICP.
Not "B2B companies." One vertical. One pain point. One buyer you can describe in a sentence.

Step 2: Build a list of 10-30K companies that fit, then find 30K decision makers - founders, VPs, directors - whoever signs the check.

Tools: Clay, Apollo, Sales Nav, Trigify.io, RB2B, Vector

Step 3: Write one cold email with one clear offer.
Not five variations. One offer so good it doesn't need fancy copy. Include a "try before you buy" lead magnet - something that shows how you deliver before they pay.

Tools: OpenAI, Anthropic, OpenRouter, Copy.ai 

Step 4: Send emails from pre-warmed inboxes with one follow-up.
Most replies come from the initial outreach. Don't over-follow-up.

Tools: Instantly.ai, lemlist, Smartlead, HeyReach.io, Expandi Group 

Step 5: The lead magnet IS the offer.
When they respond, show them exactly how you deliver. A free audit, a sample build, a teardown of their current setup. That's what closes.

Tools: Grain, Gong, Slack, Loom, HubSpot, Cal.com, Inc. 

Referrals got you here. Outbound gets you to 3 new clients in 30 days.

Want us to build this system for you? Book a call: https://lnkd.in/dCBwpVcF

Sales teams in 2026 don't need 10 SDRs anymore. AI replaced them. Here's the new structure:

The old sales team had 10 people doing what 3 can do today.

Here's what the new setup looks like:

SDR - Old Way vs New Way

• Old: 5-10 SDRs manually prospecting, building lists, writing emails, and booking calls. $80K/year each doing $15/hour tasks.

• New: One SDR handles LinkedIn outreach and warm follow-ups. AI does the rest - sourcing, enrichment, email finding, verification. All automated.

Tools: LinkedIn, HeyReach.io, Cal.com, Grain 

GTM Engineer - Old Way vs New Way

• Old: This role didn't exist. You had ops people duct-taping tools together. Half the stack didn't talk to each other.

• New: One GTM Engineer runs the entire outbound engine. Le Firecrawl ad sourcing, enrichment, email infrastructure, deliverability - managed from a single system. Thousands of leads processed per hour.

Tools: Anthropic, Supabase, Firecrawl, Serper, OpenRouter, Cal.com

AE - Old Way vs New Way

• Old: AEs split time between prospecting and closing. Half their day wasted on admin and lead research.
• New: AEs only take qualified meetings. Zero prospecting. Zero list building. Just selling.

Tools: Grain, Loom, Cal.com, LinkedIn 

That's the entire team. Three roles.

AI handles everything between "define ICP" and "take the meeting." It finds your buyers. Validates them against your ICP. Finds and verifies emails. Sends outreach across pre-warmed inboxes. Monitors domain health in real time.
Tools: Apify, Findymail, MillionVerifier, EmailBison, Zapmail.ai, ScaledMail 

60 qualified meetings booked last month for our agency. On autopilot.

In 2.5 years, we scaled our GTM agency to $3M ARR with this exact model. Want us to build it for you?

Book a call: https://lnkd.in/dCBwpVcF

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Patrick Patterson

Fernando C.

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The Battle

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Fernando C.'s LinkedIn Performance

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