67. Learn to Create Systems That Your Team Will Actually Use

Learn to Create Systems That Your Team Will Actually
Use


If you're a busy agency owner like me, you know that systems are
so important, but likely the last thing on the never-ending to-do
list. Am I right?


I love a good Standard Operating Procedure that is a living
breathing document so that at any time, your team can hand over
the SOP to someone else on the team. But, where to start?


Here are some of my top tips to get started on building systems
your team will love, and actually use. Listen to get the full
scoop:
Sharpen up your client onboarding
system.  Who's responsible for
what?  Standard Operating Procedure (SOP)
Documents That You Need.

Have you taken a pause to measure the health of your systems?
Specifically, your client management systems?


Well, now's your chance!


Have a minute? Take the quiz.


Could your systems be more streamlined? get instant access to our
systems, SOPs, templates and more here.





[HELPFUL LINKS]


Onboarding Checklist: Grab our onboarding checklist
here. 


[ABOUT THIS PODCAST]


Welcome to the Happy Clients Podcast, brought to you by DOT and
Company-- the world's best and only team of client account
managers for digital marketing agencies. Whether you're a virtual
assistant, an agency owner, or a client-facing account manager,
we all deal with clients. Lucky for you. client management is
what we do best. On the happy client's podcast, we won't shy away
from the ups and downs of managing clients in the agency world,
but we'll be right there alongside you to learn together and
share the real juicy stuff we'll undoubtedly face when it comes
to client management. Now, let's dig in, chat CAM life and have
some fun along the way.


Cheers, to happy clients!