A unique blend of group and 1-on-1 mentorship designed to help agency owners get to the next level faster, while working less and profiting more.
This exclusive mentorship and mastermind program is designed to help small to mid-sized agency owners break past $100K/month while creating a business they can be proud of. This program is your gateway to scaling your agency with ease. Inside, you'll gain everything you need to transform your business into a scalable, team-managed profit center, freeing you from the daily grind while empowering you to deliver unparalleled results for your clients.
The Legacy Boardroom isn’t just about growth—it’s about leadership and building a legacy of freedom, impact, and excellence.
At Legacy, we understand you don’t need another course. You need private mentoring from someone actively running your exact type of business at a high level in TODAY's market. Someone who understands exactly where you are, can pinpoint your biggest constraints, and is willing to plug-and-play their own proven, resources directly into your business so that you can finally scale.
Build a high-performance marketing & sales ecosystem with paid ads, organic leads, referral programs, and sales process equipped with proven psychological frameworks and automations to consistently convert high-ticket, long term clients.
We help you fully productize your services, build a leadership team of A-players, and install data-driven growth & tracking systems
to give you the clarity you need, freeing you from day-to-day operations and micromanagement.
Legacy isn’t just about growing your agency. True success and freedom comes from building a real asset that improves not only your life but the lives of your clients, your team, your family, and your community,
Because success shouldn’t come at the cost of your freedom. At Legacy, we believe in building businesses that empower owners to lead with vision, not stress. This isn’t about working harder—it’s about working smarter, creating scalable systems, and achieving the freedom to live life on your terms.
Build a high-performance marketing & sales ecosystem with paid ads, organic leads, and a sales process equipped with proven scripts and automated follow-ups to consistently convert high-ticket clients.
We’ll help you fully productize your services, build a trustworthy leadership team, and install data-driven growth systems, freeing you from day-to-day tasks and micromanagement.
Legacy isn’t just about growing your agency. True success and freedom comes from building a legacy you’re proud of by doing the right thing for your your clients, your team, your business, your family, and yourself.
We don’t just teach you how to scale... We mentor you on EVERY aspect of your business: Marketing, Sales, Mindset, Operations, Back-End Offers, Maximizing MRR, Company Culture, Leadership & Management... because your success is our legacy.
CEO of Proactive Marketing
Andres is the visionary CEO of Proactive Marketing, a multi-million-dollar powerhouse that dominates the medical marketing space by transforming how businesses attract & retain patients.
With 750+ medical businesses scaled across North America and Europe, he has redefined success in the marketing world—earning a 92% client retention rate, multiple 2 Comma Club Awards, and millions in revenue for both his clients and his own agency.
Andres is not your average agency owner. He’s an architect of building scalable systems, innovative marketing campaigns, running high-performing sales teams, skyrocketing MRR, maximizing LTV with back-end offers and empowering department heads to deliver results at an elite level, without relying on him.
As a mentor, he is passionate about teaching agency owners how to build an authentic company culture and developing effective leaders that can break through plateaus. He teaches the exact principles that he is actively using in today’s market to scale Proactive Marketing in one of the most competitive industries in the country while maintaining 35% profits margins, and only working a couple hours per week.
The Witch of Marketing
Reena, also known as The Witch of Marketing, is a highly skilled and esteemed marketer with an unparalleled 11 year track record in digital advertising.
She has managed over $18 million in Facebook, Instagram, and YouTube ads, generating $62+ million in sales.
As the former Chief Marketing Officer of Billy Gene Is Marketing, a renowned 8-figure advertising education brand, she has coached thousands to successfully run social media ads and has honed her expertise in crafting strategies that scale businesses.
Now, as the Fractional CMO of Proactive Marketing, Reena has played a pivotal role in quadrupling the agency's growth and coaching their DIY Prosperity Members to success.
Her unique ability to demystify the complexity of impactful campaigns and foster cross-department alignment makes her an invaluable mentor for agency owners ready to scale. Learn from and lean on a CMO who's in the trenches, driving winning results in today's market.
Andres will work with you 1-on-1 to audit each department of your business, identify the constraints holding you back, and craft a personalized Implementation Pathway outlining exactly what you need to execute over the next 6-12 months to reach your next level of growth.
We’ll give you our own agency assets and the guidance to install them directly into your business—eliminating your constraints fast. From ad targeting and creatives to team tracking dashboards and internal SOPs. If we have it, we'll hand it over to you.
Join weekly intimate coaching calls for hands-on support, including live sales call reviews, marketing optimization, and unfiltered Q&A sessions to ensure that you are on track, executing on the plan and consistently moving in the right direction.
You’ll have direct access to our team through your own private Slack channel, ensuring real-time support and guidance as you implement and scale. We genuinely have your back every step of the way.
This is not a course. It's a comprehensive library of step-by-step videos, templates, and proven SOPs for every department of your agency, including Marketing, Sales, Mindset, Operations, & Leadership. You AND YOUR TEAM will love these walkthroughs and Plug-&-Play Resources.
We will review your marketing assets and provide strategic feedback with actionable steps – This includes but it's not limited to auditing and improving your offers, ads, funnels, creatives, campaign targeting, emails, metrics, and so much more.
Twice a year, join us in sunny San Diego for exclusive in-person gatherings where you’ll learn what's currently working inside of our own business. You’ll also get to network and do business with other agency owners. This is the RIGHT room to be in… with intentional activities and afterparties curated to make deeper relationships.
Connect through a dynamic online community of agency owners, where you can share insights, ask questions, and access even more support to accelerate your growth.
We see it too... There are more scams, empty promises, and fake-it-til-you-make-its than ever right now. And investing in mentorship is a big decision. We take your trust seriously. Here’s why you can be confident in your choice to work with us:
Proven Track Record: We’ve help scale multiple businesses to 7-figures, managed ads that have generated over $65M+ in sales, and helped tens of thousands of businesses achieve massive growth.
Real Results, Not Theories: We’re not just speaking from past or other's experiences. We actively run successful businesses ourselves, so every strategy, system, and insight we share is tested, refined, and up-to-date.
Award-Winning Expertise: With two 2 Comma Club Awards and a 92% client retention rate, we deliver results that last.
Full Transparency: We're an open book. No question or resource is off-limits. If we have it, it's yours.
Mentors Who Care: Never worry about getting burned or being "just a number" in a big brand or guru's program.
Top-Tier Insights: We’ve learned from the best and invested hundreds of thousands of dollars in mentorship and education from world-class leaders like Cole Gordon, Ed Mylett, Andy Frisella, Gary Vaynerchuk, and Ryan Deiss—so you don’t have to. We’re handing the most powerful strategies to you.
Legacy is about working smarter, creating scalable systems, having fun, and achieving the freedom to live life on your terms.
NOT a library of overwhelming info you don’t know how to navigate or implement—Just clear actionable steps without the info overload or overwhelm.
NOT a membership you’ll sign up for and forget about—we’re here to keep you accountable and engaged.
NOT a massive group where you’re just a number—you’ll get personalized attention, direct access , and guidance to ensure your success.
NOT a one-size-fits-all program—everything is tailored to your specific business needs and goals.
Exclusively for ambitious digital agency owners already generating at least $10K+ per month who are ready to scale to $100K+ monthly revenue and beyond, WITHOUT burning out or sacrificing quality.
This program is designed specifically for those who:
Are Tired of Wearing All the Hats: You’re overwhelmed with day-to-day operations and want to fully step into a leadership role.
Struggling with Lead Generation: You don’t have a consistent flow of qualified leads coming from organic and paid marketing.
Need Predictable Sales Systems: You are looking to implement proven psychological sales frameworks that make prospects enroll themselves.
Lack Direction & Efficiency: You’re doing some things right but need streamlined processes, SOPs, and automations to grow efficiently.
Want Predictable Growth: You’re ready to hit KPIs with consistent lead flow, close premium clients, improve retention, and profit more.
Are Committed to Excellence: You want to build an agency that delivers exceptional results while giving you freedom and control over your time.
Value Mentorship and Proven Strategies: You’re ready to learn from industry leaders and implement systems and tools that actually work.
If you’re sick of feeling uncertain and are ready to achieve more freedom and profitability without sacrificing your life or client results, this program is for you.
Exclusively for ambitious digital agency owners already generating at least $10K+ per month who are ready to scale to $100K+ monthly revenue and beyond, WITHOUT burning out or sacrificing quality.
This program is designed specifically for those who:
Are Tired of Wearing All the Hats: You’re overwhelmed with day-to-day operations and want to fully step into a leadership role.
Lack Systems & Efficiency: You’re doing some things right but need streamlined processes, SOPs, and automations to grow efficiently.
Want Predictable Growth: You’re ready to hit KPIs with consistent lead flow, close premium clients, and improve retention.
Are Committed to Excellence: You want to build an agency that delivers exceptional results while giving you freedom and control over your time.
Value Mentorship and Proven Strategies: You’re ready to learn from industry leaders and implement systems and tools that actually work.
If you’re sick of feeling uncertain and are ready to achieve freedom, profitability, and impact without sacrificing your life or client results, this program is for you.
Booked a corporate charter and event shuttle with The Legacy Boardroom. Seamless, punctual service with a luxurious touch. Highly recommend for hassle-free event transportation!
Tested various shuttle services and group tours; The Legacy Boardroom outshines them all - seamless event transport and genuinely insightful tours. Truly top-tier.
Tried the Heritage Excursions. It's a smooth blend of comfort with a dive into history. Decently impressed by their seamless fusion of travel and education.
THINGS yOU MAY BE WONDERING...
What’s the time commitment?
This program is all about growing your business and achieving your goals—not about completing a course. You’ll get out what you put in, and we’re here to hold you accountable every step of the way. With flexible, on-demand access to resources and expert support, you can engage as needed to execute strategies that drive real results. The more you commit, the faster you’ll see your business scale and begin to win more and more of your time back.
What are the live mastermind dates?
We’ll survey members to select accommodating mid-year and end-of-year dates. These live events are a not-to-be-missed, transformative experience. When you step away from daily distractions, it allows you to think creatively and focus at a higher level. In-person, you’ll connect with like-minded peers and mentors in a way that virtual settings can’t replicate. The breakthroughs you’ll gain are pivotal for scaling your agency, so we highly encourage attending to fully maximize the program’s impact.
How do I know if this is for me?
This is only for agency owners that are truly committed to themselves and their business. If you are trying to build multiple businesses at the same time, this probably isn't a fit. But if you are passionate about entrepreneurship, you like the agency business model, and you are looking for real, hands-on mentorship that’s going to take your company to the next level, then you are in the right place.
Why are you doing this?
Because we truly believe you don't need another course.
This is the mentorship program that “we wished we had” when we were on the come up. We have compiled everything we have learned, and still actively do, to run our own business and we are giving it all to you, so that you can benefit right away.
At the end of the day, our vision is simple: Financial Freedom for Agency Owners.
Disclaimer: The Legacy Boardroom (TLB) provides business mentoring, peer-to-peer support and educational resources. Investing involves risk; We empower and guide founders & owners, but individual success depends on effort, skills, and market conditions. TLB does not guarantee specific financial outcomes. Content and testimonials reflect individual experiences, not typical results. TLB is not liable for third-party content or services. By using TLB's services, you acknowledge and accept these terms. Unauthorized reproduction or distribution of our materials is strictly prohibited.