Episode 357 – Harnessing Systems and Processes: A Blueprint for Agency Success with Ngahuia Galligan
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Hey, Digital Marketers
Are you an agency owner struggling to scale because you're at capacity and feel like you can't take on any more work? When last did you look at your systems and processes as a way to remove bottlenecks in your business?
Every business has systems and processes, whether or not they are defined and documented. And it turns out that the process of establishing processes is a much-needed part of any modern agency.
With AI software like Scribe to create your step-by-step guides, and project management software like ClickUp and Asana, creating SOPs is part of our daily business routine. But are we thinking macro enough? What is our process for creating processes?
If you'd like to read the show notes, they're posted on our blog!
Key Takeaways:
00:00 Intro
01:28 Why focus on scaling agencies?
03:12 How do you convince people of the importance of systems and processes?
04:16 Using AI to fill in some of the steps in the process
06:44 Helping people understand that they still have creative input
07:45 Using AI to free up time for human innovation
08:40 What do processes mean for agencies?
09:55 Learning how to keep a record of what you do so you can build an SOP around it
12:45 Learning to let go (and become less insular)
15:20 Considering the customer's perspective when it comes to establishing your processes
18:17 Just because we can automate doesn't mean we should
22:05 An example of a client onboarding process
23:33 Process Plan! The software for process mapping your processes!
25:57 Why is it so hard to get people to write things down?!?
Resources:
Process Plan –
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