

The 3 Steps for Creating Clarity in Your Agency Operations, With Melissa Morris
Dec 13, 2023
Melissa Morris, agency operations expert, discusses the importance of operations in agency success, common challenges agencies face, the issue of scope creep, team clarity and training, integrating operations early, starting with a conversation when dealing with agency owners, focusing on the desired output and quality of project management tools, documenting processes, her DISCO framework for refining workflows and processes, the right time to create SOPs, team training, and the importance of the tool stack and addressing team training.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Transitioning from Agency to Solo Consultant
01:40 • 17min
Creating Clarity in Agency Operations through Refining and Documenting Workflows
18:32 • 5min
Factors Contributing to Lack of Clarity and Efficiency in Agency Operations
23:11 • 3min
Building Your Agency Without Getting Overwhelmed
26:23 • 2min