The Happy Clients Podcast 67. Learn to Create Systems That Your Team Will Actually Use
Learn to Create Systems That Your Team Will Actually Use
If you're a busy agency owner like me, you know that systems are so important, but likely the last thing on the never-ending to-do list. Am I right?
I love a good Standard Operating Procedure that is a living breathing document so that at any time, your team can hand over the SOP to someone else on the team. But, where to start?
Here are some of my top tips to get started on building systems your team will love, and actually use. Listen to get the full scoop:
- Sharpen up your client onboarding system.
- Who's responsible for what?
- Standard Operating Procedure (SOP) Documents That You Need.
Have you taken a pause to measure the health of your systems? Specifically, your client management systems?
Well, now's your chance!
Have a minute? Take the quiz.
Could your systems be more streamlined? get instant access to our systems, SOPs, templates and more here.
[HELPFUL LINKS]
Onboarding Checklist: Grab our onboarding checklist here.
[ABOUT THIS PODCAST]
Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.
Cheers, to happy clients!