Shawn Freeman

Technology Coach & Founder | Proven technology leadership to help you grow a profitable future proof business.

You’re not just running an MSP. You’re building something bigger. 

But right now, it feels like you’re stuck working in the business instead of leading it.

You’re juggling too many roles, managing clients, fixing daily issues, and trying to grow your monthly recurring revenue. The competition is fierce, and figuring out how to break through feels overwhelming.

I get it because I’ve been exactly where you are.

In 2011, I founded my own MSP. It started small, with all the typical struggles. Feeling trapped in the day-to-day grind, pricing uncertainty, struggling to delegate effectively, and the constant stress of finding quality clients. But through relentless refinement of systems, positioning, and leadership strategies, I scaled that MSP to seven figures. In 2020, I successfully exited with a high-value acquisition.

Now, as the founder of Impactful MSP, I help ambitious MSP owners like you achieve sustainable, long-term growth, without burning out or getting lost in the weeds.

👉 Here’s the truth:
Your technical skills aren’t the problem. The real challenge is building a business that runs profitably, consistently, and without you trapped in the day-to-day grind.

You don’t need random tactics or one-size-fits-all frameworks.

You need proven strategies, clarity, and the right mentorship to:
✅ Define a mission, vision, and core values that guide every decision you make.
✅ Scale your MRR fast with systems that work, no fluff.
✅ Stand out in a crowded MSP space with a unique differentiator.
✅ Attract and retain high-value clients who pay what you're worth.
✅ Simplify operations so you stop being the bottleneck.

You know you're capable of more, but you're unsure of the next step.

That's why you need me:
I've lived the MSP journey. I’ve felt the stress of unpredictable revenue, tough client churn, competing in a saturated market, and the struggle to lead while overwhelmed. But I also cracked the code to breaking through, and I’ve helped MSPs scale to seven figures and beyond using my coaching methods.

My clients have:
→ Increased MRR by 25%+ within months.
→ Closed larger, more profitable deals with ideal clients.
→ Built scalable systems that run without micromanagement.

This isn’t theory. It’s battle-tested strategy from someone who’s been in the trenches.

If you're serious about becoming the go-to MSP in your market and ready for predictable, scalable growth, send me a DM with the word 'IMPACT' and let’s talk about your next level.

No fluff. No hype. No BS. Just results.

Vice President - Alberta

I saw this meme and laughed a little too hard.
Because if you run an MSP, you’ve lived this.

When everything works, the question is,
“Do we even need IT?”

When one thing breaks, it becomes,
“Why are we paying for IT?”

That reaction is normal.
And it’s also something you can mostly prevent.

Here’s how:

First, meet with your clients a few times a year.
Not to review tickets, but to talk about their business
and what’s actually happening in their environment.

Second, make the invisible work visible.
Show what you’ve been monitoring, preventing,
and quietly keeping off their plate.

Third, translate that work into business outcomes.
Instead of tools and acronyms, explain what it meant
for uptime, risk, productivity, and their team’s day.

Fourth, have real strategy conversations.
Ask where they’re stuck, what’s slowing them down,
and offer clear suggestions to fix those problems.

That’s when clients stop seeing IT as a cost
and start seeing you as part of the business.

And yes, some clients still won’t engage, meet,
or act on recommendations no matter what you do.

That’s usually a fit issue, not a service issue.

Not every client is right for a proactive MSP.
And it’s okay to offboard the ones who aren’t.

If you’re running into this with clients, DM me.
I’m happy to help you navigate those conversations.

I help MSP Founders Build and Scale Outstanding IT Companies (just like I did - using proven systems with actual long term results)

Stop lowering your prices. Start raising your standards.

They said, “Your price is too high.” and you hesitated.

We’ve all been there.

That sinking moment when doubt creeps in:
→ “Am I asking too much?”
→ “Should I lower my price?”

Every time you discount, you’re not just lowering price.
You’re lowering the belief in your value.

The clients who demand discounts often:
→ Micromanage your process.
→ Undermine your expertise.
→ Expect the world, but pay for peanuts.

And they rarely stay satisfied.

Contrast that with your best clients:
→ They don’t choose you because you’re cheap.
→ They choose you because you deliver.

Because the right clients don’t see price as a hurdle.
They see it as a reflection of your worth.

So why do we feel the need to discount?
It’s simple: We fear losing the opportunity.

But saying yes to the wrong clients
means saying no to your best work.

Your value isn’t for everyone and that’s okay.

You’re not competing to be the cheapest.
You’re striving to be the most impactful.

How do you stand firm on your pricing?

1. Focus on outcomes, not deliverables.
• Clients pay for results, not for tasks.
• Be the solution to their biggest challenges.

2. Pre-qualify clients upfront.
• Communicate your value clearly.
• If they can’t see it, they’re not your client.

3. Embrace the power of saying no.
• It’s not rejection, it’s alignment.
• Your time is too valuable to spend on the wrong fit.

The next time someone asks you to lower your prices
say this instead: “I focus on delivering results that last.
That’s why I don’t cut corners, or prices.”

Because great clients don’t go for the cheapest option.
They go for the best.

Shoutout Case Kenny for the quote!

Entrepreneurship isn’t about avoiding failure.
It’s about learning how to get back up.

You’ve faced challenges most people walk away from.
But you didn’t. You stayed in it.
And that’s what makes you an entrepreneur.

Success doesn’t follow a clear path.
It’s not something you plan step by step.

There are detours, slow days, and a lot of uncertainty.
But if you’re still showing up, you’re on track.

This video nails the reality of entrepreneurship:

Fail fast. Fail hard. Fail often.
↳ But always get back up.
↳ Every failure teaches you a lesson.

Setbacks don’t mean you’re off track.
↳ They show you what’s not working.
↳ So you can figure out what does.

Progress isn’t loud.
↳ It shows up in small steps and quiet wins.
↳ But all of it stacks up over time.

Resilience is what matters.
↳ You don't have to be perfect all the time.
↳ Just willing to come back better than before.

So remember: You’re not failing. You’re figuring it out.

Because entrepreneurship isn’t a talent.
It’s a skill you build, one lesson at a time.

Learn, adjust, then try again.
That's how you win.

👇 What’s one thing failure taught you?
♻ Repost to remind someone they’re not alone in this.

Sometimes there’s nothing to do but monitor.

Happy Friday MSPs!

If your business can’t run without you, you don’t really
have a business... you have a very demanding job.

A lot of owners don’t realize this until they step away.
They take a few days off and everything backs up.

Not because the team is lazy.
Because you’re the default answer.

Something comes up and the instinct is to come to you.
→ Not to think it through.
→ Not to try to solve it.
→ Just to ask.

Over time, that creates dependency.
And most of the time, it’s unintentional.

If the answer always comes from you,
your team never learns how to figure it out.

Part of growing a business is changing that dynamic.

Your team needs space to think.
Space to decide.
Space to get it wrong and learn.

One of the most effective things I did was simple:

I took real vacations and made myself unavailable.
→ Not as a test.
→ Not as a stunt.
→ Just as a boundary.

And something interesting happened.

Problems still came up.
But the team figured them out.

They rented tools.
They made calls.
They solved things without me.

Before that, they would’ve just waited.

That’s when you know things are shifting.
When the business keeps moving without you.

Being able to step away and come back
to a functioning business is real freedom.

If everything stops when you’re not available,
and your business is too dependent on you, DM me!

Episode four of Beyond Technology is now live!

This episode is about the work behind great stories.

My guest is Aidan Campbell, co-founder and CEO of
2C Media Inc., a studio focused on long-form storytelling.

Aidan helped build 2C Media into a trusted partner for
organizations that care about meaning, trust, and craft.

We talk about how storytelling evolves alongside media
and technology without losing its human core.

Aidan shares lessons from building resilient systems,
navigating real technology failures, and balancing
efficiency with creativity behind the scenes.

We also explore how tools can support people instead
of replacing them, and why trust and collaboration
matter so much in creative and leadership work.

Thank you Aidan for joining me for this episode.

And thank you Entrepreneurs'​ Organization Calgary
and 2C Media Inc. for helping bring this podcast to life.

You can watch the episode on our YouTube channel
or listen on your preferred podcast platform.

Links to both are in the comments.

If you are or know a strong Calgary leader who should
be a guest on the podcast next season, send me a DM.

New episodes drop every second Monday.

I hope you enjoy S1 EP4: “Aidan Campbell: How
Storytelling Stays Human as Media Evolves.”

Big goals are easier to achieve than small ones.

Let me explain why.

Small goals feel safe, attainable, and realistic.
But big goals do something small goals can’t.
They give you room to adjust.

When the vision is big, you don’t rely on a perfect plan.
You think creatively, look for help and try different paths.

When something doesn’t work, you don’t quit.
You adapt and stay in the game.

You know where you want to go, you’re just
figuring out the best way to get there.

Failure isn’t fatal, but failure to try again is.

There’s a quote I love that says,
“You didn’t fail. You fell. As long as you get up, you win.”

That’s what big goals give you.
And that’s how real growth happens.

You set the destination and keep trying until you win.

If you have big goals for your MSP in 2026
and aren’t sure where to start, send me a DM.

I’d be happy to help you map the way forward.

The most important shift in entrepreneurship is
moving from short-term planning to long-term thinking.

Not because short-term goals are wrong, but because
long-term goals change how you operate day to day.

With a longer horizon, there’s less pressure
to force every decision to work immediately.

Instead of locking yourself into a single path,
you give the business room to iterate and evolve.

You can test ideas, reroute when things aren't working,
and make decisions based on direction, not urgency.

I’ve seen this make a real difference as companies grow.

Teams become less reactive.
Conversations get clearer.
Progress becomes more intentional.

I talked about this with Jeff Humphreys
on Episode 185 of The Calgary Sessions.

We also discuss:
→ Acting before everything feels certain
→ Building businesses around trust and relationships
→ Paying attention when something feels off
→ Measuring success by impact, not just numbers
→ Designing companies to last

Huge thanks to Jeff for having me on!
Links to the full episode are in the comments.

Most MSPs don’t have a lead problem.
They have a referral problem.

Not even a lack of referrals,
but a lack of intention behind them.

Great referrals don’t come from asking harder.
They come from building a business worth talking about.

When clients clearly understand your value,
they introduce you to people like them.

Those leads are different.

They’re already qualified.
They trust you before the first call.
They close faster and stay longer.
And they’re usually clients you enjoy working with.

That doesn’t happen by accident.

It comes from clear positioning, clear outcomes,
and a client experience designed for the right intros.

That’s what my referral engine is built around.

I broke this entire process down into a full course
inside Empath, based on how I’ve actually scaled.

And inside my coaching, we tailor it further, so it fits
your business, goals, and the clients you want more of.

No ads.
No cold calls.
No chasing bad fits.

If you want better clients and a referral engine
that runs on trust, send me a DM.

Your MSA is more than a legal document.

Done right, it protects trust, profit, and growth.

It defines how you work, how you charge,
and how your team delivers consistently.

So it shouldn’t be something you sign once
and forget about until there’s a problem.

A great MSA should:
→ Protect your margins and set clear limits.
→ Renew automatically without yearly re-signs.
→ Include built-in rate or cost adjustments.
→ Use clear, simple language wherever possible.

If you already have one, review it carefully.
Look for anything that causes confusion or slows deals.

Does it reflect how you actually operate today?
Does it hold up when scope or pricing changes?

If you’re starting from scratch, begin with structure.
I built a customizable MSA template for MSPs.

A clear MSA does more than protect you.
It makes working with clients smoother for everyone.

No surprises, no second-guessing, no chasing scope.

Delivery runs cleaner.
Client conversations get simpler.
And your team stops needing you to step in.

If you’d like my MSA template, DM me.

If “busy” is your default state, that’s a red flag.

In almost every conversation I have with MSP owners,
how busy they are comes up within the first few minutes.

Long days, constant questions, and everything feeling
urgent usually point to the same underlying issue...

Too many decisions, problems, and priorities still flow
through the owner instead of the team handling them.

As the business grows, your role has to evolve with it,
otherwise the business never really scales past you.

You’re not there to personally solve problems anymore.
You’re there to make sure they get solved without you.

That shift starts with how you spend your time and
what work you continue to hold onto by default.

Less jumping in to fix issues as they appear,
more helping your team think through them properly.

Less answering questions reactively throughout the day,
more defining outcomes, ownership, and boundaries.

When those things aren’t clear, everything escalates
upward to you, whether you like it or not.

Not because your team is incapable or unmotivated,
but because the system trained them to rely on you.

That’s when being “busy” stops being temporary
and starts becoming the permanent operating mode.

The goal isn’t to disappear from the business entirely.
It’s to create enough space to actually lead it well.

Space to think strategically about where you’re going.
Space to build relationships that matter long term.
Space to plan beyond today’s problems and fires.

That space doesn’t come from working harder or longer.
It comes from structure, clarity, and real delegation.

This is the shift I focus on inside my coaching programs,
helping owners delegate without losing control.

If being busy feels like your baseline right now,
DM me and let’s talk through what needs to change.

12 CRM Features Every MSP Should Be Using

Most MSPs only use about 20% of their CRM.
The rest collects dust while the team stays busy.

No automation.
No reporting.
No real visibility.

If you’re just logging deals and updating notes,
you’re not using a CRM, you’re tracking data.

A CRM should simplify your world, not add work.
It should automate follow-ups, renewals, and reminders.
It should give you clarity on pipeline, profit, and priorities.

That’s why HubSpot is my go-to for most MSPs.
It’s simple to run, but powerful when it’s built right.

Here are the 12 CRM features MSPs should be using:

→ Deals and Products
→ Custom Properties
→ Contact Management
→ Sales Pipelines
→ Service Tickets
→ Meeting Scheduler
→ Reporting Dashboard
→ Marketing Automation
→ Live Chat and Bots
→ Tasks and Follow-Ups
→ Email Logging and Templates
→ Workflows and Sequences

I put all of this into a one-page cheat sheet.

If you already use HubSpot, this shows you
how to turn it into an actual growth engine.

If you don’t, it’s a quick look at what’s possible
when systems actually work together.

You don’t need another tool to scale.
You just need to unlock the one you already have.

Grab the cheat sheet below and put it to use.

Build the system once.
Let it run every day after that.

Episode five of Beyond Technology is now live!

This episode is about putting people first,
with technology working quietly in the background.

My guest is Paula Worthington, founder
and president of Worthington PR & Story.

Paula has spent more than 20 years helping brands
communicate with clarity, trust, and intention.

We talk about why strong relationships stay central
to great communication as technology evolves.

Paula shares how her team balances personal service
with efficiency, and how they decide when people lead
and when tools step in to support the work.

We also explore adapting to new platforms,
using tech intentionally, and building client trust.

Thank you Paula for joining me for this episode.

And thank you Entrepreneurs'​ Organization Calgary
and 2C Media Inc. for helping bring this to life.

You can watch the episode on our YouTube channel
or listen on your preferred podcast platform.

Links to both are in the comments.

If you are or know a strong Calgary leader who should
be a guest on the podcast next season, send me a DM.

New episodes will drop every second Monday.
Excited to keep sharing these conversations with you.

I hope you enjoy S1 EP5: “Paula Worthington: How to
Prioritize Relationships and Use Technology as Support.”

Going into 2026, I’ve been talking with a lot of
MSP founders about their business goals.

Most talk about revenue targets, growth plans,
and the big milestones they want to hit.

Almost none talk about working on themselves,
especially their health, energy, or ability to focus.

Yet those are the things that shape everything else.

Putting yourself last doesn’t show commitment.
It quietly weakens the business you’re building.

When a founder is burnt out, decisions slow down,
judgment gets cloudy, and leadership turns reactive.

A healthier operator leads with clearer decisions,
more patience, and builds stronger companies.

Business isn’t something you power through once.
It’s something you have to sustain long term.

That’s why my coaching goes beyond systems
and focuses on helping you grow with the company.

Because the same template won’t fit every founder,
and leadership isn’t something you can copy and paste.

If this hits close to home, send me a DM.

Let’s make 2026 your strongest year yet.

Team meetings are one of the most important things
on your calendar if you plan and run them properly.

They’re how you keep your team aligned and moving as
a unit, especially when your business starts to grow.

When things get busier, communication starts to
fragment and conversations become more reactive.

Most of the day ends up in Slack messages,
quick check-ins, and one-off decisions.

What tends to get lost is shared thinking,
which is why a simple meeting cadence is so important.

At a minimum, every business needs 3 core meetings:

A weekly meeting to stay aligned and adjust in real time.
→ What matters this week.
→ What’s stuck.
→ What needs a decision now.

A quarterly meeting to slow things down.
→ Look at what really happened.
→ Reset priorities.
→ Decide where focus should be next.

An annual meeting to think beyond the next quarter.
→ Talk long-term direction.
→ Set meaningful goals.
→ Recap the year and prepare for the next.

These meetings create space for real conversation,
stop the same issues from looping every month,
and save time because decisions stick.

If they aren’t scheduled, they won’t happen.
If they’re inconsistent, they lose their value.

So put them on the calendar, stick to an agenda,
and protect that time like you would a client call.

If you want the agendas I use and recommend,
DM me the word MEETING.

Leadership skills don’t magically show up.
They have to be built with purpose and intention.

If you want employees who can run the business
without you, there’s a simple progression that works:

First, explain the outcomes you care about.
→ Not the tasks or every step.
→ Just what success looks like.

Next, teach them how you think.
→ How you weigh tradeoffs.
→ What you prioritize under pressure.

Then let them run with it.
→ They won’t be perfect, and they’re not supposed to.
→ Growth happens when they can try, miss, and adjust.

The part most owners skip is the last step.

You have to come back and debrief.
→ What worked and what didn’t.
→ What they’d do differently next time.

That’s where learning actually sticks.

It’s how confidence gets built.
It’s how motivation shows up.
It’s how leaders actually emerge.

If people aren’t allowed to fail, they won’t want to try.
So they stay dependent, and you stay stuck.

If you’ve got someone on your team with potential
and want a clear path to help them step up, DM me.

Why speed, autonomy, and accountability all start with trust. As a business grows, decision-making naturally slows down. What used to happen in one co

Open article: Scaling Trust: The Leadership Multiplier Most Founders Ignore by Shawn Freeman • 4 min read

Scaling Trust: The Leadership Multiplier Most Founders Ignore

Reminder: Your value as an MSP goes far beyond
reactive support, security, and tickets alone.

You get a perspective most business owners never see.
A front-row seat to how other companies operate.

Over time, patterns start to show up.

When you see something working well at one client,
you can bring that insight to another.

Not as theory or best practice.
As something you’ve seen work in real life.

This is also why niching your ICP helps so much.

When you work with the same type of business,
you learn their tools, their software, and their workflows.

You start to recognize what usually slows them down
and where small changes make a real difference.

Even without a tight niche, this still applies.

Any time you see a better way to do something, you
can help another client avoid learning it the hard way.

That’s how you move beyond being just IT support.

You become a trusted advisor who helps the business
run more smoothly, more efficiently, and more profitably.

At that point, you’re no longer competing on price.
You’re winning on insight and outcomes.

You’re the one connecting the dots, spotting patterns
and suggesting changes to save time and ease friction.

That kind of value is hard to replace.

Clients don’t switch away from someone
who makes their business easier to run.

They don’t shop for cheaper when they trust you
to help them see what’s coming next.

The best part is, this isn’t something you need to build.
You already have the perspective.

You just have to start using it and translating it
into outcomes your clients care about.

If you want help stepping into that advisory role, DM me.

Building DTC brands to 8 and 9 figures | Founder of Soar With Us & For You Advertising | CMO of JAQ Group

The rules of DTC growth changed in 2025. In 2026, they're set to change again.

The playbook that got you to £10-30M - broad Meta campaigns, a handful of hero SKUs, one creative style across every touchpoint, is now actively working against you. 

Algorithms reward creative diversity. Attention spans demand psychological precision. 
And TikTok Shop has emerged as a genuine high-volume demand creation channel, not just another place to run ads.

The brands winning today are producing high volumes of distinctly different assets across every awareness stage (problem, solution, product), each built on messaging frameworks that actually drive people to buy. 

Not more creative. Better creative, deployed smarter.

I've spent 7 years in this problem space. My agencies have generated £600M+ in revenue across 250+ DTC brands. 

More importantly, we've built systems that compound, so you're not starting from scratch every creative cycle. Data from 70+ brands and over 4,000+ ads per month. 

A few recent wins we've delivered for our clients:
→ Ekster: 40% increase in profit, 75% YoY growth
→ Spacegoods: New customer orders up 86%, NCPA down 33%
→ AKT London: Tripled new customers and cut CPA by 59% in 6 months
→ Nutrition Geeks: 2,200% growth in 12 months

What makes us different: we build context databases that capture your brand DNA, winning angles, and performance learnings across every campaign. 

When the algorithm shifts or a creative fatigues, we're already three steps ahead, not scrambling to figure out what worked.

If you're a CMO or founder at an 8-figure brand feeling the scaling friction, happy to talk through what's working right now. Connect here or email olly@soarwithus.co

Olly Hudson

We’ve packaged what’s working, what’s dead, and what’s next for 2026 into one resource:

🚨 THE 2026 D2C PLAYBOOK: The New Rules of Meta, TikTok, AI & Performance Creative

2026 is the reset year.

If your ads aren’t built for algorithmic feeds and personalised signals, you won’t scale.

Every platform is now fully personalised.
You’re not competing in interest groups anymore 
You’re competing inside each user’s unique feed.
And at the same time…
People crave connection more than ever.
They want emotion and authenticity, not just AI-fed precision.

So what wins in 2026?

Brands that blend machine logic with human insight.

That means:
- Creative systems built to match micro-behaviours
- Messaging that adapts in real time
- Ads that feel made for one, but scale to millions

This is your roadmap to profitable, personalised growth across Meta, TikTok, Google, and AI workflows.

- What’s working
- What’s out
- What’s next

Get the playbook here and build for what's coming: https://lnkd.in/ePapZ29e

If you're a DTC brand looking at 2026 resource/planning, get in contact with us here: https://lnkd.in/eVb3BKbs

The Creative-Led Paid Acquisition Partner Behind £600M+ in DTC Revenue | Meta & TikTok for 8-9 Figure Brands.

Back by popular demand, we're reopening the vault. Get access to our most requested resource: the top-performing brand funnel breakdowns of 2025.

Not just their ads. The full stack:

Paid strategy > Organic > Landing pages > Google ads > Email > Offers

Everything.

Easily the most ripped asset we’ve ever put out.

So we’ve packaged them properly. One folder.

Here’s who’s inside:

– Rhode
– Meshki
– LOOP Earplugs
– Alo Yoga
– IM8
– Refy
– BREZ
– Wonderskin

Use this to cut out weeks of guesswork or get your next winning concept straight from their playbook.

Grab the folder here: https://lnkd.in/exiK3_XK

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BFCM Guide

This is just one page from our 127-page ultimate guide to BFCM. 

If you’d like 126 more pages of ecom gold, join 500+ brands and check this out: https://bit.ly/3RlTHZ4


Plug 1

Newsletter Tease

Ps. Head here if you want to be the first to receive our 2024 ads blueprint this week: https://bit.ly/3YR6HaD


12/03

5 more critical errors to fix: https://www.linkedin.com/posts/olly-hudson_use-data-to-fix-your-brands-creatives-and-activity-7168154221719056384-Yn5A?utm_source=share&utm_medium=member_desktop

13/03

Motion plug

We recommend Motion because it simplifies comprehensive insights.

• Eliminates the guesswork
• Brings quick clarity to your ads process
• Converts your ad data into digestible reports
• Keeps your teams aligned toward a common goal

Get 10% off your first 3 months using our code: SWU10
https://motionapp.com/

Kind Patches are running 3,000+ live ads right now. And not a single one is relying on a hero SKU or one-size-fits-all message.

We just broke down the funnel of one of the most deliberately segmented brands we’ve seen.

→ Every SKU positioned around a pain point
→ Every angle tailored to a specific outcome
→ Every ad mapped to a unique persona

This is persona-led growth, done properly.

Not “here’s our sleep patch” → but “here’s how you solve Sunday night scaries without melatonin.”

We’ve broken down the ads of 10 of their personas

- For those who want better skin and hair
- For those who want less stress
- For those who want better sleep
- For those who want more energy
- For those who want more focus
- For those who want support with weight goals
- For women who want hormone support
- For those who want better intimacy
- For those who travel often
- For men who want to take it to the next level

The breadth of products and persona variations feeds Meta’s Andromeda system with high-volume, diverse signals, improving delivery efficiency and incremental reach.

Want to see our breakdown?
Like this post
Comment “persona” and I’ll DM you.

We’ve scaled to 80+ people, 250+ brands, and £500M+ in tracked revenue.

And everyone in our leadership team is under 30.

Talent and energy got us here.

Structure is what’ll get us further.

We’ve made every classic mistake you’d expect from a young team building fast:

– Hired too late
– Invested in the wrong things
– Moved without the right operational muscle

At some point, you hit a ceiling. You can only build what you know.

We’ve always been good at doing - making ads, shipping strategy, driving performance.

But building a business that lasts is a different game.

That’s why this quarter we brought in Rachel McDonald (ex-Dentsu) to help sharpen our strategy, how we operate, scale and continue to lead the market into 2026.

She’s led global teams. She’s been in the rooms we’re aiming for.

Now she’s in ours.

Because if you want to build a long-term agency with real staying power, you need to balance hunger with experience.

Young teams are underrated.

But young teams with the right support? That’s where things get dangerous (in the best way).

In 2025, TikTok Shop grew 180% YoY, converted at up to 12%, and produced $2.7M LIVE days. In 2026, it’ll feel crowded. This is the playbook most DTC brands will wish they had before that shift.

TikTok Shop is converting at 8–12%, while most DTC sites are still stuck at 2–4%.

That gap is the opportunity and it won’t last forever.

If you’re doing £5M+ in e-commerce and TikTok Shop isn’t on your roadmap yet, you’re probably underestimating what’s happening.

TikTok Shop isn’t a “new channel” anymore. It’s a different operating system for commerce.

It rewards speed, structure, creative volume, and momentum.

The brands winning aren’t chasing one-off spikes, they’re building repeatable systems across affiliates, LIVE, offers, and content that compound daily.

This is a start-to-finish guide designed to help established brands launch TikTok Shop the right way, with the infrastructure, strategy, and execution required to scale without chaos.

Inside the guide, we break down:

- How to build a TikTok Shop foundation designed to scale (not collapse under demand)
- The technical setup and LIVE structures top brands use to keep viewers engaged and buying
- How to select hero products and offers that drive consistent GMV
- The affiliate ecosystem playbook: recruiting, incentivising, and sustaining creator output
- How to use LIVE coupons and flash deals without eroding brand value
- What high-performing TikTok Shop content has in common (hooks, structure, proof, CTAs)
- The host framework for training on-camera talent that can actually sell
- The metrics that matter during LIVE — and how to react when performance dips
- How to turn TikTok Shop into a creative engine for wider paid and organic growth

It’s a practical, plug-and-play blueprint for building a TikTok Shop system that drives consistent revenue and scales with control.

If you’re responsible for growth, creative, or e-commerce performance, this guide is your reference point.

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I received this message from a client saying it’s the best experience they’ve had with an agency in 8+ years of eCom.

We’ve doubled the team this year. Launched new processes. Taken on some of the most ambitious brands we’ve ever worked with.

But through all of that, the thing I’m proudest of? The feeling our team creates for the people we work with.

The trust, reliability, and care that sits underneath it all.

And this note from a client, saying it’s the best experience they’ve had with an agency in 8+ years, says more than I ever could in a pitch.

Massive shoutout to Martyna, Kit and the wider team for the hard work and dedication you bring to our clients every day.

The kind of partnership that gets noticed (and recommended) without ever having to ask.

If I had to sum up how we’ve scaled Soar:

Build it properly. Treat people well. Let the work speak.

Turns out… it’s working.

Here’s to the next chapter.

Creative strategy is the most misunderstood (and most impactful) role in a DTC growth team. 

But most brands are hiring them for the first time with no idea of what “great” even looks like.

And the few A-players in the market? Already locked in or demanding salaries that don’t make sense for most teams.

If we could solve one constraint that would unlock growth in our agency, it’s the supply of creative strategists.

So instead of trying to hire them, we built them.

Over the last 12 months, we’ve refined an internal system to turn high-curiosity, high-potential operators into world-class creative strategists.

Now, we’re opening it up - The Creative Strategist Incubator

The 9-month pathway we’ve built from zero to strategist (and why Meta is backing us).

This is the MBA for Creative Strategy.

We’ve broken down the details of what this is in our newest episode and how you can apply.

Episode dropping at 5 pm. 🚀

Next month marks 7 years since we started Soar With Us from a spare bedroom at uni.

Today, we’re a 60+ team, managing 8–9 figure brands, and became Meta’s #1 DTC agency in the UK.

But here are 7 things we did to build in 7 years.

(I probably shouldn’t be posting this. Most agencies would gate-keep it)

1️⃣ Invest in marketing
You don’t have a sales problem, you have a marketing problem.
80% of our pipeline is inbound.
We built a weekly content engine designed to give away the strategy and sell the implementation.

What that looked like in practice:
- 1x podcast/week (D2C Diaries) – brands came in pre-sold, they’d already listened to 10+ hours of us.
- 1x lead magnet/week – frameworks, audits, templates
- Newsletter – built on HubSpot, personalised follow-ups based on downloads
- Founders post 5x/week – LinkedIn + X 
- Events & masterclasses – offline to online flywheel


2️⃣ Proprietary process + unique IP = scale leverage
- Agencies commoditise when they only sell hours. We scaled by building our core IP: Growth Compass, 360 Feedback System, creative frameworks.
- Our audit decks don’t just point out problems, they score, rank, and prioritise fixes using our frameworks
- Every new client runs through our Growth Compass scoring to benchmark performance gaps and build roadmaps


3️⃣ Founder-led organic content
We closed a £35M brand in 30 minutes as they’d already listened to 50 hours of us.
We turned our founders into a content-led growth engine and it changed everything.


4️⃣ Creative + paid = one system
- Merged creative + growth into one unified team by acquiring Hambi Media in 2024.
- Used frameworks to break down customer journeys and optimise every stage.
- Focused creative testing on incrementality, not just ROAS.


5️⃣ Internal culture = growth leverage
You don’t scale by adding clients. You scale by retaining great people and giving them progression and clarity.
I’d rather lose a client than a top team member.
- Every employee has career framework + KPIs tied to business impact.
- Internal culture pillar reviews, “kind candour” feedback loops.


6️⃣ Operational Excellence → margin + moat
We waited too long to bring in experience. A good ops head is a 6-figure unlock.
👉 Build ops early. Don’t wait until you’re 50 heads in.


7️⃣ Aggressive brand positioning + acquisition strategy
We positioned ourselves as the #1 performance creative agency early and backed it with proof.
- Aggressively pursued press, awards, and partnerships (Triple Whale agency of the year).
- Merged multiple agencies under one group to cover TikTok, Meta, and Creative.


It’s also worth saying, we’ve made every mistake you can make.

But we stayed obsessed with one thing: becoming the best growth partner in DTC.

If you’d like to work with us in 2026 as your Creative-Led Paid Acquisition Partner, get in touch here: https://lnkd.in/ew-b7dhN

Soar With Us

Hambi Media

If you're stuck on how to diversify creative… start here.

We built a creative hierarchy to maximise Entity ID diversity and in doing so, we unlocked:
- Scalable reach
- Lower CPMs
- Net-new audiences

All without increasing budget.

Think of the testing hierarchy as a pyramid.

At the base are the big creative swings, at the top, the small refinements.

When you’re launching:
→ Launch brand new concepts from scratch.
→ Test messaging within those fresh ads, don’t just swap copy into old visuals.
The goal: identify the message, persona, format combo that resonates most.
It keeps learnings clean and avoids grouping penalties.
(Even if variations get grouped under the same Entity ID, a winner will emerge).

When you’re optimising:
Got a winner? Remix it.
→ Change the format or the vehicle
→ Update the hook so it looks instantly different
→ Translate the story to a new style (e.g. founder VSL → third-person VO)

Here’s the hierarchy we use inside every high-growth account:

1. Format
Static / UGC / High-Production
→ Use when you're plateauing or need fresh signals.

2. Vehicle
Founder story / Green-screen / Testimonial / Listicle / Product demo
→ Use to scale a proven message across new personas.

3. Persona
Gen Z female → 40+ mum / Creator → Founder
→ Use to expand TAM or unlock overlooked pockets.

4. Hook
Zoomed-in face / Problem-statement / Unboxing / B-roll
→ Use to ensure Meta sees your ad as net-new.

5. Messaging
Script tweaks / CTA variants
→ Use once a concept is already converting.

If your creative system isn’t built around this hierarchy, you won’t scale in 2026.

We’re entering a new era of ecom.

Google, Shopify, Walmart, Etsy, Wayfair, and over 20 others have just dropped UCP: a universal standard that lets any AI agent buy from any retailer in real-time.

It’s now live in Gemini + Google's AI Mode.

Here’s why it matters for DTC 👇

The “Universal Commerce Protocol” (UCP) revolutionises the shopping experience.

Think of it as an open-source checkout layer for the AI era, one that any brand can integrate with, and any AI agent can transact through.

Why it matters:
→ It removes friction from discovery to checkout
→ You stay the merchant of record
→ Customers can buy directly inside AI interfaces (Gemini, Search, ChatGPT, Copilot)
→ Built-in support for Shop Pay, Google Pay, more coming
→ It’s composable: plug in your product catalogue, offers, checkout flow + discounts
→ It’s open-source and backed by Google

The goal? To create one shared language for agentic commerce so agents, brands and wallets can speak to each other instantly.

Just like HTTP did for websites.

Most DTC brands won’t clock this yet. But AI discovery is going to be a commerce channel, not just a research tool.

This changes how products are surfaced, selected, and sold.

It’s the end of the linear funnel. And the start of contextual, agent-led buying.

If you’re a scaling DTC brand:
→ Get your products into the Merchant Centre
→ Integrate the UCP spec (works with any backend)
→ Enable agentic checkout across Google + others

AI agents aren’t a threat. They’re the next growth opportunity.

IM8 Health went from $0 to a $120M run rate in 11 months. Now they're targeting $300M by the end of 2026.

We’ve been pointing to IM8 as best in class for months.

One of the cleanest funnel builds I’ve seen: long-form site, deep education, premium price justified at every stage. 

All engineered by Danny Yeung.

Built with:
- David Beckham as co-founder
- A product that replaces 16 supplements with one drink
- A scientific board from NASA, UFC & Mayo Clinic
- NSF certification + clinical trials from day one

Catch the full episode here, it’s stacked with insights: https://lnkd.in/e85t_ASx

IM8 Health

Investor I CEO I Entrepreneur I Advisor I Astronaut

We break down the creative strategy and funnel plays that drove $40M in Meta spend and 6,000+ ads during BFCM 2025.

If you’re serious about scaling in 2026, this is the episode to start your year with.

Here’s what we cover 👇

Q5 strategy: The most important “quarter” that isn’t a quarter.

Most brands waste this window with hype-led messaging or default evergreen creative.

The sharpest brands? They layer seasonal context into a funnel-led framework and it scales:
✅ 50% to TOF problem-aware “reset” creative
✅ 20–30% to MOF trust-builders + objection handling
✅ Hook variation built to extend shelf-life past Q5
✅ BOF = urgency + relevance, not just discounts
This is how you capitalise on low CPMs, high intent, and minimal competition from the big enterprise players.

Black Friday learnings
We spent $40M on Meta in November (+185% YoY) and shipped 6,000+ ads.

Our top takeaways:
- Start earlier than you think
- Don’t change your offer mid-flight
- Demand gen > discount panic
- Simple > clever (especially for older demos)

Creative strategy in 2026
You’ll either win with:
- Ultra-authentic, native content
- Highly stylised, scripted storytelling
Middle of the road = forgettable.

We also break down:
- Our approach to creative iteration vs net-new
- How to stretch performance from your best hooks
- The key human desires your content needs to hit
- Why volume still matters… but where it comes from matters more

Biggest risks for brands right now
- Poor offer architecture
- Weak mid-funnel
- Not adapting messaging to intent
- Lack of urgency across the team
- Process changes without buy-in

What’s coming in 2026
- M&A activity will ramp up
- Meta spend will keep growing, but TikTok Shop, YouTube, and AppLovin will become serious plays
- Brands will need a deeper bench of channel-ready creative
- “Creative similarity” will punish lazy iterations
- Great products with true retention will win. Everything else gets exposed.

This episode will give you the blueprint to hit the ground running in January and compound into your biggest year yet.

Catch up now: https://lnkd.in/eCja7Gu7

Personas are the real unit of scale on Meta now.

Meta doesn’t need you to define audiences anymore, creative does that work now.

In this episode, we break down what’s actually driving scale on Meta in 2026: persona-led creative, smarter systems, and AI used as a multiplier, not a shortcut. 

We cover why accounts hit incremental reach ceilings, why one persona always steals spend, and how the best brands are structuring creative and campaigns to scale without burning budget.

If performance looks fine but growth has stalled, this episode will help you reframe the problem

🎧 Full episode out now: https://lnkd.in/encyKp78

You'll lose over $90K this year to avoidable fundraising admin, here's how to stop it.

Most founders are still tracking investors in spreadsheets and scrambling to build data rooms the night before calls.

If you're a 100-person company, you're bleeding up to 1,848 hours per year ($92,400 annually) on admin overhead that could be automated.

I switched to an AI-powered fundraising workspace that changed everything: pitch deck, investor CRM, outreach sequences, and data room, all in one place using Notion.

The results:
→ Admin time dropped 80%
→ Pitch iterations 3× faster
→ My calendar freed up for actual investor conversations

The AI Founder's Kit I'm using includes everything you need to go from idea to funded:

- $300 Supabase credit for backend
- $60 in Vercel credits to ship your frontend
- 1 Year Framer launch
- Up to 6 months of Notion Business with AI
- 2,000+ vetted early-stage VCs, incubators, accelerators
- 50 pitch decks from YC, a16z, Sequoia-backed startups
- Tactical fundraising guides from operators

This isn't about working faster, it's about pitching sharper and closing smarter.

👉 Comment NOTION and I'll send you the free toolkit

Genuinely one of the things I’m most proud of at Soar: our AI research process.

Very few agencies go this deep but time and time again, it’s the part clients are most impressed by.

We dig into friction points, buyer psychology, emotional nuance, and unseen drop-offs across the entire journey.

Because before we scale anything, we want to know what’s blocking scale.

What’s inside our AI research doc (and why clients rate it):

– Conversion blockers that don’t show up in GA
– Emotional insights to shape messaging, UX, and offers
– New persona unlocks based on real behavioural signals
– Practical fixes that get implemented immediately

✅ One client used it to fix hidden site issues and even rolled out a new feature to catch customers entering the wrong discount codes at checkout.

It’s not just research. It’s one of the clearest reasons high-growth brands choose to work with us.

Here’s 5 scaling challenges we see in every £30K–£1M/month agency:

- Margin collapse
- Sales team friction
- Delivery bottlenecks
- Founder burnout
- No true peer group

I’m co-hosting an in-person mastermind this March with Jordan Platten that solves all of these in 3 days.

Agency Accession is for agency owners making £30K–£1M+ per month who want to scale profitably without breaking the business in the process.

It’s 3 days of honest conversations, deep dives, and decision-making, with operators who’ve actually scaled past £100K/mo and had to rebuild the systems they broke along the way.

The focus is simple:
→ Profit
→ Client results
→ Happiness

Think founder dinners + fire strategy + clarity you don’t get from group chats.

When: 23–25 March
Where: London, UK (outskirts)
Who: Agency owners doing £30K–£1M+ p/m
Format: Evening kick-off, seminar-style talks, and implementation workshops

Common challenges we’ll break down:
- Hiring sales teams without losing margin
- Systemising delivery without bottlenecking
- Creating predictable acquisition
- Delegating ops while scaling volume
- Embedding AI (the right way)
- Finding a real peer group that’s on your level

This is built for founders who want to scale with leverage, not stress.

Operators who want to simplify, not stack more onto their plate.

If you want to be in the room (or have questions) head here for more details: https://lnkd.in/exKbmhnB

Helping Agencies Around The World Scale

Most DTC brands are hiring creative strategists with no benchmark for what “great” actually looks like.

It’s usually the first time they’ve ever made the hire.

And without reps, they end up either overpaying… or onboarding someone who takes 6 months to add value.

We hire this role over and over, which gives us reference points, systems, and a real understanding of what works.

That’s why we stopped relying on the market to provide talent.

We built a system to create it internally and to cut the time to value down from months to weeks.

If you can’t afford a £90K+ A-player with 5 years of reps, your only option is to build them, fast.

That's why we've created the UK's first creative strategy MBA, more details on this here: https://lnkd.in/e-rJdsBi

You can apply here: https://lnkd.in/eXXfmmMs

Meta changed how it decides which brands deserve scale, and engagement is no longer the deciding factor.

For DTC brands, GEM + UTIS explain why ads that get views no longer scale, and what kind of creative now does.

That changes the practical playbook for DTC brands in two big ways:

1. You’re no longer “feeding the algo” with ad volume. You’re feeding it with signal shape.

2. Organic is no longer a “nice to have.” It’s now part of the ranking surface area for paid.

Here’s what Meta is doing consistently across ads, organic, and Reels:

They’re moving from “What keeps people watching?” to “What genuinely matches what this person cares about?”

That’s the throughline.

Meta has publicly admitted something important: old engagement-based systems were flawed.

Interest-matching precision sat at 48.3% - near random.

So they built UTIS: the User True Interest Survey.

How UTIS works:
- Users are asked directly: “How well does this video match your interests?”
- Thousands of responses are collected daily
- A perception layer is trained on top of existing ranking models

The results:
- Precision improved from 48.3% → 63.2%
- Niche, high-quality content surfaced more often
- Generic viral content was actively demoted
- +5.2% total engagement
- +5.4% high-interest ratings
- –6.84% low-interest ratings

The key insight: interest isn’t just topic. It includes audio, mood, style, motivation, and production quality.

This philosophy directly mirrors what GEM is doing for ads.

GEM is not “a better targeting engine.” It’s a storyline interpreter.

It looks at:
- Sequence behaviour (months → weeks → days)
- Cross-platform actions (IG, FB, Reels, WhatsApp)
- Web behaviour
- Organic and paid interactions
- Creative attributes (format, style, persona, context)

Then it asks: “Does this brand’s creative consistently align with what this person actually cares about?”

That’s why Meta keeps repeating: “Rank both organic content and ads.”

Organic is no longer distribution. Organic is training data.

Meta doesn’t just want more ads.

It wants:
- More distinct interpretations of who your product is for
- More signals of relevance depth
- More evidence of niche alignment

This is why creative is the targeting. And why generic viral content is now actively punished.

UTIS demotes:
- Trend-jacking
- Broad, relatable humour
- “Everyone will like this” hooks
- Empty watch-time bait

GEM rewards:
- Narrow language
- Specific use cases
- Clear persona intent
- Context-rich demonstrations
- Consistent organic + paid storytelling

So when DTC teams ask: “Why are our Reels getting views but ads aren’t converting?”

The answer increasingly is: you trained Meta to think your brand is for everyone, so it’s for no one.

I've published an article breaking this down in more detail: https://lnkd.in/ezy75VeE

Most brands are already planning 2026. Very few are planning Q5 properly.

In the latest episode of D2C Diaries, Loukas Hambi & I break down why the period between Christmas and the first full week of January is the most misunderstood (and most valuable) window in e-commerce, and why how you use it will shape your entire year.

We cover:
 – What we saw spending nearly $40M on Meta in November 
 – Why simple offers still outperform complexity at scale
 – The demand and mindset shift that happens almost immediately after Christmas
 – The short “flash in the pan” motivation window brands either capitalise on… or miss
 – And the biggest changes we expect in e-commerce in 2026
- Plus our 2025 awards & predictions for 2026 👀

If you execute Q5 properly, you don’t just win January - you set momentum for the rest of the year.

Full episode live now 🎧 https://lnkd.in/epNwpMV8

If ChatGPT recommends your competitor, did you just lose a sale, or never know it happened?

Right now, AI is influencing purchases you can’t see, can’t track, and can’t attribute. 

Ask yourself this: Would you accept a marketing channel you couldn’t measure?

Most ecommerce teams still operate with a mental model of discovery that looks something like this:

Google → ads → PDP → purchase.

The problem is that this model no longer reflects how customers are actually making decisions.

Today, people are asking AI questions like:

“Best protein for sleep?”
“Best magnesium for anxiety?”
“Best alternative to [your brand]?”

And the first answer they trust isn’t coming from Google anymore. It’s coming from ChatGPT, Claude, or Perplexity.

Which creates a new reality: you can be ranking #1 on Google, doing everything “right” by traditional standards, and still be effectively invisible in AI-generated recommendations. 

That’s no longer a theoretical risk, it’s already happening.

Here’s where most brands get stuck.

They simply have no real understanding of how they show up in AI.

– Are they mentioned at all?
– Are they being recommended for the right use cases?
– Is AI accurately reflecting their positioning, or subtly mischaracterising it?
– And most importantly, is any of this actually influencing revenue?

Until very recently, AI visibility was a complete blind spot for ecommerce teams.

That’s why I’ve been paying close attention to Triple Whale free tool that they've  just launched.

AI Visibility gives ecommerce operators a way to see how their brand actually appears inside AI-generated answers and to connect that visibility to commercial outcomes.

You can see:

– How your brand shows up across AI tools
– Which prompts you’re winning, and where you’re missing
– Which competitors AI consistently favours
– The sentiment and sources shaping those recommendations
– And how AI mentions translate into real sales, not vanity metrics

All of this lives inside the same Triple Whale platform teams already use to measure performance.

No extra dashboards. No surface-level “AI mentions” with no commercial context.

Just visibility that’s grounded in revenue.

The real shift here isn’t asking, “How do we rank?” It’s asking, “How does AI understand us and why?”

And if AI continues to become the default discovery layer, which directionally it clearly is, then choosing not to measure this may be the riskiest decision an ecommerce team can make.

It's a free tool and worth exploring if you’re building for ecommerce in 2026.

Tagging Triple Whale and putting the link here for anyone who wants to explore this: https://lnkd.in/etx2Rk5s

Curious how others here are thinking about AI-led discovery. As SEO 2.0, or as something fundamentally different?

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The Battle

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