Workflow Essentials

Next Cohort Opens:

Systematise Your Client Delivery

- in just 13 weeks

Join the Workflow Essentials program to systematise your client delivery by mapping, equipping and delegating your fulfilment processes.

Remove founder from the fulfilment process

Increase team capacity and profitability

Unlock long-term, stress-free scalability

COURSES, COMMUNITY & TEMPLATES

trusted by 60+ agencies:

The problem

Are you actually a business owner? Or, are you really just self-employed?

To help you answer that question, let me ask you another one:

Does the money still show up if you DON'T show up?

Now, you’re not here because you’ve done something WRONG.

In fact, you’re here because you’ve done something very, very RIGHT.

You have crafted an offer that the market needs and scaled to $10k/month and beyond. However...

You do not have the operational infrastructure to get to the next stage of growth.

Which is why your facing problems like:

project chaos

Without a single source of truth, work continues to slip through the cracks, deadlines aren't being met, and your team is operating in silos.

"fire-fighter" culture

Your business is built on a foundation of stress. You and your team spend more time “putting out fires” then you do on any “needle-moving” activities.

Founder prison

You got into business because you wanted to be your own boss: now you work 12+ hour days working in your business, instead of on it.

And what's more, you're the WORST person to solve these issues. Why? Because of the systems paradox.

📕Systems Paradox: the people who need systems the most, are those with the least time to build them.

We've Worked with 60+ Agencies, so...

Here's What Does NOT Work

  • Being more “productive”. You still only have 24 hours in a day, and eventually you need to eat and sleep.

  • Changing to The “Next Great Software” that overwhelmed with possibilities (and shiny features), without fundamentally changing how you work.

  • Creating SOPS for everything, only for no-one to look at them ever again. Unlike other biz gurus we’ll show you how to only document what’s absolutely critical.

  • Hiring Fancy Consultants who promised to fix all your problems but, in reality, just sent you piles of “homework” before, ultimately, restating the problems you already knew about.

  • Hiring Rockstars & A-Players who quit after only a few months. That’s because good people don’t fix broken systems. Broken systems break good people.

  • Trying to DIY Systems Yourself with content online, but you were tripped up by all the possibilities and struggled to filter through the noise.

Jackson Corey

CEO @ Darkroom

"“Sam took our complex challenges and executed above our expectations. I can't recommend Sam enough!”

Katie Whitley

CEO @ Monde Social

“Sam's systems & automations allowed me to finally take a holiday! I was able to delegate OR automate 90% of my tasks.”

Richard Patricio

CEO @ WorkHappy

“Sam transformed our chaotic mess into a streamlined, efficient system using Notion. This has been pivotal in scaling our operations.”

the Solution

Work with us on

the Workflow Essentials program

that's transformed 60+ Agencies

In just 13 weeks, we will:

  • Build and customise your Notion workspace.

  • Create effective SOPs, checklists and automations.

  • Hire, onboard and train your dream delivery team.

"A masterclass on how to systemize "

"Crazy value for money. Not only a extremely well-built Notion template, but also

a masterclass on how to systemize all agency processes. "

- Thomas Varekamp

the curriculum

Essentials Course

Workflow Essentials is a self-paced course made up of 5 carefully designed modules.

Follow the exact process we have used, 1:1, with our past clients that has allowed them to systematise their operations and scale to $100K/month.

Unlock action-oriented lessons to guide you through structuring your Notion around your agency processes. With zero fluff and unlimited opportunities to ask questions, this course is the heart of the program.

This isn’t a static course - it’s a constantly updated reflection of best practices.

Module 1: Map Your Fulfilment System

The first thing we must do is visualize how you serve clients.

It’s much easier to optimize and systemize a process when you have first visualized that process. 

We will also take this time to calculate your team capacity and create your "stop doing" list.

Module 2: Build Your Notion Workspace

Once you're identified the WHAT and the WHO, how do we organise everything in Notion?

Together, we'll share a beginner-friendly refresher to help master that basic of Notion - from adding data to customising view structures.

Plus, we'll show you how to make the most of our templates for a "do it once and it's done" approach.

Module 3: Create SOPs & Automations

Once you're setup, it's time to make your processes worth their weight in gold.

We'll walk you through a proven, time-saving way to build SOPs, harness default tasks and automate workflows.

Module 2: Establish Team Habits

Before we can delegate your delivery, we need to establish a culture of excellence at your agency.

We do that by establishing the key habits everyone on your team must adopt.

Module 5: Hiring & Onboarding

Now we have done all the ground work (software, systems and habits), we can begin hiring and onboarding your dream delivery team.

We'll show you how to decide who to hire first and the ideal process for getting it right the first time.

BONUSES

Plus $2.4k in bonuses...

BONUS #1

Private Community

By joining the Workflow Essentials program you get life-time access to the Workflow Lab community, which includes:

  • Expert support through staffed forums

  • Future updates to all courses, modules & lessons

  • A network of ambitious agency owners

($2,000 value)

BONUS #2

"Notion Essentials" Course

Our beginner-friendly mini-course that will help you and your team master Notion in less than a day.

This course has been specifically designed to help the "general users" of your workspace (i.e. not administrators) learn everything they need to know about Notion, whilst disregarding everything they don't need to know.

($300 value)

BONUS #3

"AgencyHQ" Template

Our all-in-one Notion template to manage clients, leads, content, employees, and more effortlessly. It includes:

  • Agency OS

  • Content and Deals Management

  • Client Projects

  • Hiring, Employee Onboarding & Finances

($100 value)

case studies

Real-world client results

Niall Wilde

CEO at Estrategias.io

Amber Burch

CCO at Yikes Marketing

Jon Krop

CEO at Flourish

Jon Overton

COO at Sky High Vision

Apply now to see if we're a good fit...

Free to apply - no deposit required!

Everything you'll get:

  • "Workflow Essentials" course ($2,000 value)

  • Private community & support ($2,000 value)

  • "How to Notion" mini-course ($300 value)

  • "AgencyHQ" Notion template ($100 value)

  • Downloadable templates, SOPs and automations

More client wins

Y. van der Pol

"The template is absolutely just incredible. It contains everything you need to build and grow your agency!

Reid Dolly

"Thank you, Sam. This is perfect for my boutique agency."

Ahmad Firdaus

"I've tried a lot of so-called "perfect" Notion templates for agencies, and none of them really lived up to the hype. But what Sam did with this template is honestly mind-blowing! I didn't even know Notion could be pushed to this extent. But what really stands out is how easy it is to use. It's not cluttered at all and everything is well organized. Congrats, Sam!

Stone Michael Carol

"This template truly is incredible... it has anything and everything you could possibly need for business and client management! But more importantly, you will receive incredible support. I sent an email with a quick question about the template and Sam responded within 5 minutes, I have never ever received support this quickly."

M M Mitchel

"This template is really awesome. We're an agency of only 2 but found all the automations extremely helpful. Not to mention the fabulous customer service. I had a couple questions and Sam emailed me straight away and helped me work through it. Will save you weeks of time. Totally worth it!"

Foley R Smith

"This agency system has everything. Real thought was taken into creating this and it shows. Sam has provided detailed onboarding videos that help you get your head round it all"

Chad Powel

"Great template for agencies and amazing support by Sam!"

Toby Edwin

"Unmatched value. Systemise your whole agency for $100, couldn't' t be found anywhere else. Allowing us to 2-5x agency revenue already. Looking forward to the results and working closer with Sam on holistic agency systemisation. 6/5 stars."

MEET THE FOUNDER & CEO

Hey, I'm Sam!

I’m the CEO and founder of Workflow Lab. Over the last 3+ years I’ve partnered with 60+ agency owners and sold system templates to over 3,000+ agencies.

I’m also a system and automation expert: I am 1 of only 90 certified consulting partners for the popular project management tool Notion - 100M users.

I’ve seen what systems it takes to power the top 1% of agencies, consulting for the likes of Darkroom Studios.

Copyright 2024. Workflow Lab. All Rights Reserved.

sam@workflowlab.co