After every project, we collect feedback, brainstorm ideas, and discuss how we can improve our services. Back at the beginning of 2021, we transformed our client journey and added in a discovery project called "The Blueprint".

Why did we do this?

The Blueprint is the discovery project that allows us to fully understand the agency's pains, frustrations, challenges, and goals for the project.
 

We've received a lot of amazing feedback, and many agencies have even reverse-engineered our process and implemented it at their agency. 

On this episode of Agency Journey, Gray joins Andrew Dymski, CoFounder at ZenPilot, to discuss our Blueprint process and what agencies have learned from it and implemented it in their organization.

Topics discussed in the episode:

• ZenPilots Client Journey - Blueprint, Implementation, Optimize
• The ZenPilot's promise - "Move from chaos to clarity"
• 3 core systems every agency needs - technical, procedural and behavioral
• The purpose of the Blueprint and why agencies need to implement a discovery project
• Using Savvy Call to enable clients to book calls on their own
• Creating Checkout pages for easy payment and onboarding
• Standardize intake information with forms
• Creating a welcome page with instructions
• Standardizing a kickoff deck 
• Centralizing communication and leaving breadcrumbs to show value
• Training client to transform market utility
• Benchmarking clients with surveys
• Implementing discovery projects

Presenting Sponsor: ZenPilot

Be sure to check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.

ZenPilot knows that you are tired of wasting time on trial-and-error — that’s why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.

So, what are you waiting for?

Go to zenpilot.com to learn more.

Resources mentioned in this episode:

• Gray Mackenzie - LinkedIn
• Andrew Dymski - LinkedIn
• ZenPilot - BluePrint Process
• ClickUp
• Savvy Call
• Miro
• Lucid Chart
• Slack
• Make

Free 47-page Guide to Implementing ClickUp:

This guide is packed with step-by-step instructions (and checklists) to help you implement ClickUp for your agency.

We've put together a 47-page guide to walk you through the 5-step ClickUp implementation process that we've taken thousands of agencies through.