Melissa Morris, an expert in optimizing tech stacks for agency operations, shares invaluable insights in this discussion. She emphasizes the importance of selecting the right CRM and project management tools to enhance efficiency. Strategies for fostering team adoption of new technologies reveal the need for empathy and training. Morris also highlights the role of AI in streamlining processes and improving content creation while maintaining a personal touch. Plus, she offers a free tool audit to help agency owners refine their operations.

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.