Live Workshop in Dallas, TX

Build Your 2027 Plan

Think bigger. Act sharper.

Join a group of agency owners for a 2-day workshop designed to help you reset your mindset, map out a clear strategic roadmap for 2027, and overcome the obstacles holding your business back.

Dallas, TX | November 9th and 10th, 2026 | Limited Spots Available

You set goals…but do you actually hit them?
Are you relying on hustle or a strategy you actually trust?
Are your priorities grounded in strategy or buried in busyness?
Do you feel confident that the time invested on your business is moving your agency forward?

Elevate: The Agency Roadmap Workshop

This event is a high-impact, interactive workshop for agency owners to gain crystal-clear strategic direction for 2027, develop a roadmap they will actually follow, and ensure long-term execution success.

The event is designed to help owners step away from the daily distractions of their business, gain clarity on their goals, and build a system for executing their vision consistently throughout the year. Unlike traditional conferences that inspire but fail to provide a clear follow-through process, this retreat focuses on actionable strategy development and sustained accountability.

Day 1

Mindset & Clarity

The first day is dedicated to helping agency owners reset and expand their mindset, removing limiting beliefs that may be holding them back and reinforcing a forward-thinking, intentional approach to business success.

Inspiring keynote speakers to shift perspective and ignite forward-thinking
Structured networking opportunities that foster meaningful peer connection
Interactive breakout discussions designed to challenge assumptions and unlock fresh insights
Hands-on participation that encourages clarity and personal reflection, not passive listening
Vision refinement exercises to help attendees clarify where they want to take their agency in 2026

Day 2

2027 Agency Plan

The second day is structured as a hands-on workshop where agency owners will build out their strategic roadmap for 2026. Unlike typical goal-setting exercises where objectives are defined but not revisited, this session will focus on creating a structured framework that can be consistently applied throughout the year.

Build a clear, customized strategy tailored to your agency’s current stage and future goals
Work through real business challenges in a guided, collaborative environment
Refine your 2026 roadmap in real time with direct feedback and expert facilitation
Leave with a practical, executable plan you can confidently follow all year long

What Makes This Event Different?

Hear from last year’s event attendees…

“The Perfect Balance of Strategy and Personal Growth”

Elevate is one of the most valuable events I’ve attended as an agency owner. The balance between personal development and business strategy was spot on, and each session built momentum throughout the day. I walked away with clear, actionable insights around growth, leadership, and sustainability. The workbook alone is worth it.

Grant Chambers
Workhorse

“Reignited My Excitement for What’s Next”

“Elevate completely reignited my excitement for the new year, something I haven’t felt in years. I was initially skeptical of the speakers, but the way each session built on the next was incredibly intentional and impactful. I left feeling energized, aligned, and ready to think bigger about my business.”

Garrett Massey
Polyglot Labs

“Anxiety is Down, Confidence is Up”

“The venue was awesome, the food was very yummy, and the environment was welcoming and comfortable. Before coming to the workshop, I had a lot of anxiety about my business and next year. After leaving the workshop, I feel excited and now have direction. I feel confident in leading my team on where we’re going in the year ahead.”

Chelsea Flower
Scott Social

“Clarity on What Matters Most”

“The holistic mix of inspiration, self awareness, and guided exercises was incredibly valuable. It helped my business partner and me gain real clarity and alignment on the key decisions that will have the biggest impact on our business.”

Aaron Bramwell
Monkee-Boy

“Turning Vision into a Clear Plan Forward”

“Elevate created the perfect environment to step away from the day to day and think more strategically about my business. The speakers broadened my perspective, and collaborating in person with other agency owners was incredibly valuable.
One of my biggest takeaways was the focus on future casting, mapping out our financial goals, and thinking through the team structure needed to support them. I left with clear next steps and a much stronger vision for where we’re going.”

Rachel Ledet
30|90 Marketing

“The Space to Think and the People Who Get It”

“Elevate gave me the time and space to step back and think more intentionally about the future of my business. Connecting with others in similar stages, and those who have been in my shoes, was incredibly valuable, and the presentations challenged me to see my business from a new perspective.”

Taylor Johnson
Storsuite

“A Productive Reset Away from the Day-to-Day”

“Elevate was an excellent experience, with a great location, thoughtful details, and an overall productive atmosphere. Every part of the event was valuable, but what stood out most was the intentional time and space to step away from the day-to-day and focus on the business.”

Omi Diaz-Cooper
Diaz & Cooper

“Practical Insight Meets Bigger Thinking”

“Elevate was a great experience! The venue had a cool vibe, the food was excellent, and the use of local vendors was a thoughtful touch.
The speakers gave me a practical, objective view of where we are compared to other agencies and pushed me to think bigger. Day two helped us formalize our path forward, and I left with greater clarity on what’s next.”

Luke Perrie
Bandicoot

100% Satisfaction

Every attendee from the 2025 event said they would attend again, recommend Elevate to a friend, and made meaningful connections throughout the experience.

I Get You
Because I Was You

From Agency Owner To $15m Valuation To Coach

Hi, my name is Russel Dubree. I’m a business coach specifically for agencies and I’ll be hosting this event.

The agency owner’s journey is unique and I know because I’ve walked it. At 25, I founded and grew a digital agency to a team of 40 before selling it for an 8-figure valuation. But what matters most wasn’t the exit; it was building a culture where people thrived, earning “Best Place To Work In Dallas” and becoming a registered B Corporation. A business that succeeded in Purpose, People, AND Profit.

I’d be honored to have you join me in Austin, surrounded by a great group of agency leaders. You’ll find the details and application info below, I’m looking forward to meeting you in person.

Russel

Pricing Made Simple

It pays to be early. We’ve kept the pricing straightforward and accessible for agency owners who are ready to do the work. Book now as this event is expected to sell out. Price listed is per agency, see below additional attendee pricing and details.

Type A – $2500

You’ve already blocked your calendar, made a checklist, and color-coded your priorities. Respect.

Available for the first 10 registrations.

Type B – $3150

You’re not that early, but you’re still responsible and and that’s what people like about you.

Available until October 16th or until the event is sold out.

Just-in-Timer – $3650

We love last-minute energy… but I wouldn’t wait if I were you.

Available until November 1st or until the event is sold out.

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This event is intentionally small. Limited spots are available, purchase now!
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Join us in Austin and build a focused, actionable roadmap for the year ahead.

FAQ

This workshop is designed for agency leaders who are ready to make a meaningful investment in their business. It’s ideal for digital agencies with teams of 5 to 25 people, regardless of revenue, who are seeking clarity, strategy, and momentum heading into 2027. Whether you’re a current An Agency Story client or new to the community, you’ll be part of a thoughtful, growth-minded group of peers.

Your registration covers everything you need to fully engage in the retreat experience. That includes a light breakfast, lunch, snacks, and beverages on both days, along with all programming, materials, and hands-on tools to help you build your 2027 plan. You’ll also receive post-event support to keep you on track well after the retreat ends. Travel and hotel accommodations are not included, but we’ll be sharing preferred lodging options near the venue. Pricing is per agency, see details below for those with more than one attendee.

Absolutely. In fact, it’s encouraged! If you have a business partner or key team members who help drive strategy and make big-picture decisions, this retreat is a great opportunity to align your leadership team around a shared plan. You can bring up to 5 additional people from your agency at a rate of $350 per person.

The workshop takes place Monday and Tuesday, November 9th & 10th, 2026, from 9:00 AM to 5:00 PM each day. We recommend arriving on Sunday, November 8th, and departing on Wednesday, November 12 (or taking a late flight out Tuesday night if needed). There will be an optional evening gathering after Day 1 for anyone who wants to connect further.

The workshop will take place at a location to be determined within the Dallas metroplex.

This isn’t a one-and-done event. Every attendee will receive 90 days of post-workshop support designed to keep the momentum going. That includes a structured email follow-up sequence, access to a private Slack group for peer support and accountability, and a 1-1 check-in in early 2027.

Absolutely. This workshop is intentionally designed to foster connection, not just content. Day 1 in particular offers multiple opportunities to engage with other agency owners through guided discussions, breakout sessions, and a relaxed evening gathering. That said, all interaction is optional, you’ll have the space to engage at your own pace and comfort level. You’ll leave with not only a plan but also a community of peers to support you along the way.