An agency that picks a single high-CPA industry (finance, telecom, crypto, hotels), builds branded landing pages, runs paid traffic, and only charges clients when it delivers qualified leads or customers. Removes client risk by tying fees to performance and de-risks the agency by owning multiple brands so it can switch to competitors if a client churns.
Opportunity6.2
Why now
AI and richer data let marketers underwrite which opportunities to bet on; guest sees pay-for-performance expanding and eventually paired with smart contracts.
Market gap
Most marketers won't take performance risk, leaving room for operators who will and who own their own brand portfolio to keep leverage balanced.
Business fit
Type
agency
Target
Companies in high-CPA verticals (finance, telecom, crypto, hotels) that will pay well per lead/customer
Revenue
High — guest cites a friend's agency at $80M/yr with $30M profit and another telecom-focused one over $1B in revenue
Founder
A strong paid-media marketer paired with a technical co-founder, willing to underwrite client risk and operate in one vertical
Scores
Problem
6.0
Feasibility
7.0
Why now
7.0
Go-to-market
7.0
Confidence
9.0
Proof signals
Friend's agency: $80M/yr, $30M profit, ~30 employees, single industry focus
Telecom-focused pay-for-performance agency reportedly over $1B revenue, acquired call centers, took PE investment
Crypto exchanges actively reaching out wanting pay-for-performance deals
Keyword demand
Keyword
Volume
Growth
pay for performance agency
10/mo
0% YoY
lead generation agency
3,600/mo
-70% YoY
US English Google Ads volume from DataForSEO; growth uses returned monthly search history.
Source episode
I can't believe he gave away these GENIUS 3 AI startup ideas (watch this)1:06
one of my friends his pay for performance agency does $80 million a year 30 million in profit and they have like 30 employees