Ever find yourself being the only person who knows everything about your marketing operations?
It’s a lonely place, isn’t it?
Being a one-person army isn’t sustainable when you’re trying to scale.
So the challenge becomes figuring out exactly what capabilities you need to grow to scale a lead generation business.
But I’ve discovered something surprising – the capabilities you need at a small scale are exactly the same ones you’ll need when you’re running massive campaigns.
The only real difference? The depth of expertise and the resources you can throw at the problem.
Think about it.
Whether you’re spending $1,000 or $10,000 per day on Facebook ads, you still need someone who understands media buying.
The stakes are just higher at scale.
The same goes for copywriting, design, technical setup, and analytics.
Miss any one of these capabilities, and you’ve got yourself an Achilles’ heel that’s going to hurt when you try to scale.
The interesting part?
When I started scaling my previous businesses, I kept thinking I’d need more advanced technical skills.
But you know what I discovered?
Most of the additional skills you need are actually on the business side – team building, project management, meeting KPIs, and having a clear vision.
It’s the soft stuff that makes or breaks your scaling efforts.
So how do you coordinate all these capabilities?
How do you build a team that can handle everything from media buying to analytics?
Let’s break it down.
Core Skills Required: The Six Pillars of Lead Generation Success
You might be thinking, “Surely the big players have some secret sauce that the rest of us don’t?”
Actually, no.
The difference isn’t in having magical extra skills – it’s in how well they execute the core capabilities and how big their market is.
What they do have is a big fat market – which means more money and resources can be spent to solve the problem.
It’s not about having different skills; it’s about having deeper expertise in each area:
- Media buying mastery
- Copy and persuasion
- Technical implementation
- Analytics and tracking
- Market segmentation
- Financial understanding (yes, your cash conversion cycle matters)
The Real Challenge: Minimal Overlap
Here’s where it gets interesting – and frustrating. These skills have very little overlap.
Just because you’re a great copywriter does not give you the skills of a media buyer or someone who can handle a Google Tag Manager container that tracks multiple interactions across the entire customer journey.
Your Facebook ads expert might be amazing at what they do, but ask them to touch Google Search campaigns, and they might look at you like you’ve got two heads.
Even the unicorns who can do it all usually have one platform where they really shine – everything else is just competent execution.
From Solo Operation to Full Team: The Reality of Growth
Let’s be real – you probably can’t hire a full team right out of the gate. And that’s okay.
Most successful marketers follow a predictable path of skill building and gradual team expansion:
Phase 1: The DIY Stage
You start by wearing multiple hats. Maybe you’re handling the copy, basic media buying, and enough technical setup to get by. It’s not perfect, but it gets you started.
Phase 2: The Specialist Focus
As revenue grows, you identify your weakest areas and start outsourcing. Maybe you’re great at media buying but struggle with copy. That’s usually your first hire or contractor.
Phase 3: The Team Building Stage
With consistent revenue, you can start building a proper team. The key is prioritizing roles based on:
- What’s costing you the most money by doing poorly
- What’s taking up most of your time
- Where specialized expertise would create the biggest impact
The Market Progression
Smart marketers follow this growth pattern:
- Start in a small, manageable market to hone your skills
- De-risk by testing your approach in bigger markets
- Apply your proven toolkit where the returns are bigger
For example, you might start with affiliate marketing to learn the ropes, then level up to something bigger like personal injury leads or solar leads.
The skills are the same – the stakes and potential returns are just much higher.
So, what exactly does this dream team look like when you’re ready to scale?
Building Your Dream Team: The Core Roles You Need
As you scale, you’ll need specialists for each role.
Here’s the breakdown:
1. The Media Buyer: Your Traffic Conductor
This is the person who knows which knobs to turn inside various ads managers.
But here’s something interesting – finding a true all-platform expert is like finding a unicorn.
These days, I’m finding that people who have expertise in even YouTube won’t touch search, and so on.
You might need multiple media buyers all doing various aspects of it.
Think about it – someone who can manage massive Facebook budgets, run killer search campaigns, AND crush it on TikTok?
They exist, but they’re rare.
Usually, they have one platform where they’re absolute masters, and the rest they’re just… pretty good at.
2. The Persuasion/Copy Expert: Your Story Architect
This isn’t just about writing pretty words. Your copy person needs to:
- Dive deep into market research
- Craft compelling ad copy
- Design funnel flows
- Create decision trees
- Write follow-up sequences
They’re essentially the architect of your entire customer journey, from first click to conversion.
3. The Ads Creator/Designer: Your Visual Storyteller
This is not the person you’re going to say, “Hey, write my copy and design it.” That rarely works at scale.
Here’s a common mistake: thinking your designer should also write copy, or your copywriter should design. Nope.
Your ads creator takes the copywriter’s vision and brings it to life visually.
They’re the ones firing up Figma or making your video ads pop. And even those two things ae different skills!
4. The Tech and Analytics Guru(s)
You might actually need two different people here:
- The technical implementer who can make things work
- The analytics expert who can tell you why things work (or don’t)
Sometimes you find both skills in one person, but it’s rare.
And here’s a pro tip: with tools like ChatGPT, you can bridge some gaps, but don’t fall into the trap of thinking AI replaces either role.
You’ll have someone who’s really good at GA and has worked out enough to do with scripts around firing events for tracking, but if you say, “Hey, can you fire my button after 10 seconds?” then they’ll struggle with that.
5. The Team Manager: The Orchestra Conductor
This might be you, especially at first.
The manager’s job isn’t just about keeping everyone on task – it’s about:
- Coordinating between all these specialized roles
- Ensuring everyone’s work aligns with the bigger picture
- Managing the growth of each team member
- Planning for future scaling
Here’s the thing about building this team: you don’t need to hire everyone at once.
Start with your most critical needs and gradually build out.
But always keep in mind – each role requires different skills, different mindsets, and different management approaches.
Scaling Your Lead Gen Empire
This isn’t just about saying “We’re gonna 10x this year!” (though that sounds great at parties).
It’s about figuring out how to actually make it happen.
Starting with Your Growth Vision
First thing’s first – you need a clear picture of where you’re heading:
- What new verticals are you targeting?
- What’s your growth story?
- What do the numbers actually look like?
“We’re doing only one state in solar, we want to do ten states this year.”
Right, okay, so that’s kind of like the growth idea. What do the financials look like?
The Reality Check: Financial Forecasting
Here’s where most people in the lead gen world mess up – they skip the financial forecasting part.
But this is crucial because things change at scale:
Just because I grew from zero to a mil at 50% gross margin doesn’t mean it’s going to be 50% gross margin to go from one mil to ten mil.
Think about it:
- If you’re spending $1M on ads now, will $5M in ad spend really get you 5x the results?
- Will your conversion rates hold up at scale?
- What happens to your margins when you need more specialized team members?
Resource Planning: The Hidden Costs
Your growth plan will start showing gaps you never thought about:
You might be like, “You know what, I want to do ten million in my top line,” but you might do your financials and realize, “You know what, I need an extra three mil in working capital to get there.”
You’ll need to think about:
- Working capital requirements
- New software and systems
- Additional team members
- Management overhead
- Training and development
The People Factor: Scaling Your Team
Here’s where most growth plans hit a wall – the human element.
As you scale, you need to think about:
- Will your current specialists become team leaders?
- Do you need a project manager or COO?
- How will you structure departments?
- What training systems need to be in place?
If I just hired my next media buyer, where is he or she going to sit six months from now?
Will they be leading a team, or will they be the person who’s part of a team?
Common Pitfalls to Watch For
Don’t be that person posting “Need Facebook media buyer ASAP!!!” in Facebook groups every three months.
That’s a sign you’re not planning ahead. Instead, think about:
- Career progression for team members
- Management structure as you grow
- Team dynamics and culture
- Training and onboarding systems
These are the things you need to be looking out for as you’re drawing a plan.
It’s not just, “Hey, can I get a media buyer?”
The key to successful scaling isn’t just about hiring – it’s about building a structure that can support growth.
Ready to learn about the actual recruitment process? Let’s dive into that next.
The Art of Recruitment: Building Your Lead Gen Dream Team
Let’s talk about how to actually get these people on board without losing your mind (or your shirt) in the process.
Start with the End in Mind
Before you blast out that job posting, stop and think:
Will they be part of a team? Are they going to remain at the level that they are going to bring someone above them to manage them, or are they going to be leading others?
This matters more than you might think. Here’s why:
- A solo superstar might crash and burn when asked to lead a team
- A great team player might get frustrated if they’re kept working solo
- Your future plans might require skills they don’t have (or want to develop)
Creating Your Job Descriptions
Here’s where most people mess up – they post something like “Need Facebook media buyer, must know how to scale.”
That’s not a job description; that’s a wish list.
Instead, think about:
- Who they’ll report to
- Their growth path in the company
- What success looks like in 3, 6, and 12 months
- The skills they need NOW vs. what they’ll need LATER
Just because you’re a great technical media buyer yourself doesn’t mean you can work with people.
And so you don’t want to get yourself a lunatic who doesn’t know how to manage people because then you’ll destroy the team.
The Hidden Recruitment Costs
Before you start hiring, make sure you’ve planned for:
- Training time (yours and theirs)
- Software and tools they’ll need
- Management overhead
- Potential team restructuring
Building Your Recruitment Pipeline
Here’s a practical approach:
- Growth Plan Review
- Map out your 12-24 month goals
- Identify key milestones
- Plan team structure changes
- Financial Forecasting
- Project revenue growth
- Calculate changing margins
- Budget for team expansion
- Resource Planning
- Identify skill gaps
- Plan hiring sequence
- Create training systems
When you put these forecasted financials in place, you’ll realize a whole bunch of resources are going to be required to be able to do that.
Common Red Flags to Watch For
Watch out for these warning signs when hiring:
- Someone who claims to be an expert in everything 🚩
- Candidates who can’t show real results 🚩
- People who don’t ask questions about the team structure 🚩
- Those who aren’t interested in the growth plan 🚩
Remember: The goal isn’t just to fill a position – it’s to build a team that can scale with your business.
Sometimes that means waiting for the right person rather than hiring the first person who seems qualified.
The point is that oftentimes you can tell that they’re probably going to run into trouble in about another four or five months and will be looking for another media buyer.
The Media Buyer Challenge: A Real-World Hiring Guide
Let’s get practical about one of the most common hiring challenges – finding good media buyers.
There are two main approaches, and both might surprise you.
Option 1: The Consultancy Route
There are a lot of good media buyers out there who don’t have the capacity, so they can’t take you on board… but they’re available for consultancy.
Here’s how this works:
- Hire expert media buyers as consultants
- Set up weekly Q&A calls to review campaigns
- Record these sessions to build a knowledge base
- Train your internal team using their expertise
This is often more practical and cost-effective than you’d think:
- A $3,000/hour consultant for 10 hours over 10 weeks ($30,000 total)
- Compare this to several months of full-time salary plus ad spend management fees
Option 2: The Global Talent Search
Here’s an interesting insight – some of the best media buying teams aren’t where you’d expect:
If you look at the ads manager and you’ll see the team is from… Uruguay and whatever, you know, like, you have these obscure countries, Philippines, and whatever.
Real example: An Australian agency that recently sold for a significant sum had their entire media buying team based in South America.
They found them through Upwork and invested in training them.
The Critical Distinction
Here’s a crucial tip that could save you thousands:
You’re looking for lead gen experience and not eCom experience…
You can get someone who scaled eCom really well, and they’ll bomb on a lead gen campaign because it’s just a different skill set.
Sometimes the best solution isn’t hiring a full-time expert – it’s finding creative ways to access and leverage expertise while building your internal capabilities.
Next Steps
Take some time to:
- Map out your ideal team structure
- Create detailed job descriptions
- Plan your interview process
- Develop onboarding procedures
- Set up performance metrics
Ready to start building your team? Remember – hire slow, fire fast, and always keep your long-term vision in mind.