Workflows and Processes

Digital agency consulting

ORGANIZE AND SCALE

With Standard Operating Procedures

Create SOPs as enhanced task lists for your teams with tutorials and descriptions. We’re talking about "for dummies style" instructions on every SEO, PPC, social, or web dev task

SO MANY OPTIONS

Tool Setup and Enhancement

Chances are you already have one in place so we will find ways to make the most of it, if you don't, I will help you choose the right project management tool for your specific agency style.

PLUG AND PLAY

Custom Templates

Launch projects and campaigns with one click by building your unique products and services into custom task-list templates (SOPs), loaded with clear instructions and tutorials.

ALIGN DELIVERABLES

Training At Scale

Turn your project management tool into a 24/7 team trainer by loading each task in your custom templates with a clear description, relevant examples, and a video tutorial, so just about anyone can do it exactly your way.

ALIGN EXPECTATIONS

Sync Sales and Fulfilment

Align your client's expectations with what they'll actually get by designing your marketing materials based on your exact deliverables and methodology.

NO MESSY EMAIL REQUESTS

Client Intake Forms

Create complex forms on your agency website that will trigger custom workflows inside your agency tools for things like landing page requests, proposals, audits, or anything else.

FAQs

How does this work?

Once you complete the form below and have our discovery call, we will know what areas will help your agencies and list our goals. 

At that point, I will begin my research which usually takes one week, and create a blueprint plan and a roadmap.

Implementing the blueprint and roadmap is best done with recorded video sessions with me, so you learn how to do everything yourself and teach other stakeholders so the agency can be sustainable. Alternatively, you can talk to my team and me to do everything for you.

The number of sessions will vary, but generally, there will be 2-10 sessions depending on the number of tools, processes, and progress we will achieve in each session. And we can schedule the sessions based on your availability.

I already have a task management system, do I need this?

Chances are that even if you are already using a task management tool there are still many of workflows you should streamline which you aren't.

I already have templates for my tasks. Do I need this?

Sounds like you know what you are doing already, so I will work with your existing templates and processes to find opportunities for even more efficiency.

I don't have many clients, do I need this?

Depends. If you want to grow then definitely yes. If you want to keep small it could still help you by saving you lots of time and reducing errors.

How long does it take?

Most agencies can get the workflows for all their services fully streamlined within 60-90 days. During that time I will work with you to identify bottlenecks and dwell down into every step of every process to implement the right automated workflows.

Which task management systems and tools do you work with?

I work with all project management tools and platforms. With that said, there are a few platforms that are more suitable for digital agencies. Teamwork, Monday, Asana, Basecamp, and Trello are the leading ones as project management tools, with Teamwork and Monday having the benefit of built-in integrated CRM.

Do you recommend a specific platform?

Each agency is unique and after our first conversation, we will most likely be able to decide together which route best fits your agency's needs.

How can you Automate everything?

Depending on the project management tool and other tools you are using, there is automation available inside the platform. If you want something automated and it's not available we can use Zapier to connect and Automate it, and if that isn't possible we can even work to create a custom API connection.

Now, Let's Talk

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