Where We Started.
How We've Grown.

Co-founders Jordan Mills and Avery Chen met working in-house marketing jobs, watching agency after agency hand their employers vanity-metric reports instead of real revenue numbers. In 2010, they left to do it differently — taking on their first three clients from a card table in a spare bedroom, with one simple promise: marketing tied to actual sales, not just impressions.

Their first client, a regional HVAC company, booked 40% more jobs within four months. Word spread fast through the small-business community, and so did the client list.

By 2013, the spare bedroom couldn't hold the team anymore. RisingPlans moved into its first real office — a small space above a coffee shop, shared with two other businesses. As the team grew to eight people, the focus shifted from "do good work" to "build repeatable systems": the first documented SEO process, the first PPC playbook, the first client onboarding checklist.

In 2015, RisingPlans crossed its first $1M in tracked client revenue generated in a single year — proof that a revenue-first approach could actually scale.

As the client roster expanded into ecommerce and healthcare, RisingPlans invested in the infrastructure most growing agencies skip: first-party tracking, custom attribution models, and an account-management structure so no client's results lived in a single person's head.

In 2018, the team moved into a dedicated office built for collaborative strategy work — and won its first industry award for client ROI the same year.

2020 pushed every agency to prove its worth in real numbers, and RisingPlans leaned in — building its first internal Revenue Acceleration Platform to unify reporting, attribution, and forecasting into a dashboard clients could actually read.

By 2022, that platform had become the foundation clients still rely on today, paired with a simple, all-in-one CRM built specifically for B2B sales teams. The agency that started with a card table now had its own software stack.

Today, RisingPlans is a 60-plus person team working with more than 500 active clients across home services, healthcare, ecommerce, legal, and SaaS. The card-table promise hasn't changed — every campaign is still judged by the revenue it generates, not the impressions it racks up.

That same standard has earned RisingPlans recognition from the platforms its clients depend on most.