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The 3 Steps for Creating Clarity in Your Agency Operations, with Melissa Morris-Episode 130




Last updated Dec 13, 2023


The 3 Steps for Creating Clarity in Your Agency Operations, with Melissa Morris-Episode 130

Last updated Dec 13, 2023 | 0 comments



About this Episode

In this latest episode of the Agency Profit Podcast, Marcel Petitpas engages in a insightful conversation with Melissa Morris, the brains behind Agency Authority. They dive into the nitty-gritty of how to level up your agency game and make it not just profitable but scalable too. Melissa underscores the critical role of meticulously defined scopes, game-changing project management tools, and the magic of well-documented processes to ditch the overwhelm and inefficiencies.

But here’s the real talk—Melissa and Marcel stress the need for your team to be all in, and they dish out the importance of good training. The secret sauce? Focus on clarity and organization to reduce overwhelm and drive profitability. Ready to take your agency to the next level?

Hop into the new episode below.

Watch this Episode

Points of Interest

  • 0:00 – 2:26 – Introduction: Marcel introduces Melissa Morris and her background.
  • 2:26 – 4:48 – Importance of Operations: Discussion about the role of operations in agency success.
  • 4:48 – 8:21 – Common Challenges: Melissa talks about common challenges agencies face.
  • 8:21 – 11:30- The Scope Creep Issue: Marcel discusses the issue of scope creep.
  • 11:30 – 13:45 – Team Clarity and Training: Melissa emphasizes the importance of team clarity and training.
  • 13:45 – 15:27 – Integrating Operations Early: The conversation touches on integrating operations early in an agency.
  • 15:27 – 16:02 – Starting with Conversation: Melissa talks about starting with a conversation when dealing with agency owners.
  • 16:02 – 17:37 – Importance of Output: Discussion about focusing on the desired output and the quality of project management tools.
  • 17:37 – 19:23 – Documenting Processes: Marcel transitions to discussing the timing of documenting processes and the potential pitfalls.
  • 19:23 – 22:20 – Framework – DISCO: Melissa introduces her DISCO framework for refining workflows and processes.
  • 22:20 – 28:01 – SOPs and Training: Discussion on the right time to create Standard Operating Procedures (SOPs) and the importance of team training.
  • 28:01 – 32:55 – Additional Tips: Melissa suggests focusing on the tool stack and addressing team training.

Show Notes

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