streamline your processes so new work becomes easier
The Agency Ops advisory service is an opportunity for you to get clarity on how to deliver better client services without all the stress.
Working together, we’ll review the business outcomes you want to achieve over the next couple of months, discuss your options, set goals, and develop a plan to achieve your goals.
You’ll leave with a playbook to fix your systems, processes, and project management so you can scale your business.
There are several benefits to working together on your Agency Operations:
First, we’ll begin bridging the gap between the outcomes you have in your head (winning more business, increased profitability, empowering your people, or simply being able to take a vacation) and the systems and processes you need to implement to get there.
Second, you’ll walk away with best practices and recommendations that will help you move beyond an “owner-reliant” business to one that is systems driven.
When we work together, my role is to streamline your systems and processes so you can produce and deliver your core service(s) profitably.
Imagine your business running without you
Imagine keeping all the promises you made during the sales process. Imagine having a blueprint for your workflow. Imagine not being a bottleneck so your business no longer depends on you. Imagine spending more time with your family. We will create a system that becomes the hub of your business, where people, processes, technology, and metrics are brought into alignment.
“Jeff helped us uncover issues that were impacting our agency’s scalability and profitability. Thanks to Jeff, we created a roadmap to achieve our business goals and our team is flourishing under our new systems and processes. I highly recommend working with Jeff if you are looking to scale your business.”
systematize your business
Together we will design systems and processes to serve your clients effectively while running your businesses efficiently.
First, we’ll create an instruction manual to blueprint how work gets done in your business. This document captures specifically how your agency performs critical business functions. The expertise will be documented and owned by your business and not locked in the brain of a key employee. This removes the individual as the bottleneck (this might be you) who prevents your business from scaling.
Second, I will give you a written framework to measure the profitability of your workflow.
Third, I will help you find areas to lower service delivery costs. This is done by finding areas where we can reduce the level of expertise needed and/or where we can automate different parts of the process.
Fourth, I will work with you to develop a business scorecard to measure performance. Your business scorecard is a collection of numbers that tell you how your business is doing. The right numbers signal when to start or stop an activity (or when to speed up or slow down).
details
Location: Virtually via video calls
Timeline: 5 weeks from start to finish.
Fee: $7,500