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.

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

Together, we'll customise your Client space inside AgencyHQ to fit your delivery process. This includes creating your set of auto-tasks that are generated for every new client project.

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 write SOPs, as well as creating automations, templates, checklists, and much more!

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, including tracking issues and KPIs.

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.

We also include our ever-expanding library of example SOPs, templates and automations.

You can use these as inspiration or directly steal them from us!