EPISODE · Jul 22, 2020 · 14 MIN
Training Clients to Follow Your Processes, with James Rose – Episode 38.
from The Agency Profit Podcast · host Marcel Petitpas
Quick Links:The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.For more information on our Agency Profitability Systems and Consulting, check out https://parakeeto.comLove the podcast? Leave us a review on the platform of your choice at this link.Guest Links:TwitterLinkedIncontentsnare.comjimmyrose.meAgencyHighway PodcastAbout James:James (Jimmy to his pals) is the founder of Aktura Tech, ContentSnare, and the host of the Agency Highway podcast.Via his Zapier Mastery automation course, he enjoys finding and sharing ways for you to automate parts of your business so you can spend your precious time tackling things that really matter.In addition to sharing his knowledge of better processes via automation, James co-founded a tool for digital agencies to get content from their clients via ContentSnare, while Aktura builds custom software and mobile apps. One of his previous projects, SaaS application SilverSiphon, was sold to an angel investment firm based in Silicon Valley.When this Brisbanite isn’t informing people just how much “automation freaking rocks”, he can be found conversing with dogs; something he’s particularly skilled in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What this episode covers
In this episode, we had the pleasure of talking to automation wizard James Rose about the most important processes you need to have in your agency, and how to help train your clients to follow those processes. Points of interest… There’s more information regarding each point in our blog notes beneath the video. Key processes to avoid scope creep with clients: 1:35 Principles for creating streamlined processes: 4:04 Importance of positioning processes from the offset: 6:38 Getting clients onboard with new processes: 8:18 Proposal pitfalls to avoid: 12:08
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Training Clients to Follow Your Processes, with James Rose – Episode 38.
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