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Planable is the best client-facing social media tool we’ve ever used and we’ve used a lot.
Email marketing is one of the oldest and best tricks in the communication playbook, and newsletters are an excellent tool for brand awareness, audience engagement, and lead nurturing. But newsletter planning is challenging. Coming up with and delivering fresh ideas...
Dec 10, 2024
This session was part three of the “Unlocking Agency Growth Masterclass“, a 4-part comprehensive masterclass designed to help agency owners, managers, and senior leaders to support agency growth while not skimping on service quality or team satisfaction.
“Time is money” is a cliché for good reason. In this session you’ll learn how to put in place procedures that your team will actually use, without overcomplicating things.
Robert is the Managing Partner and Founder of Creative Agency Success and a two-time international best-selling author (The Agency Blueprint & The Practical Agency).
His focus is working with clients to manifest their dream business into reality, with a foundational principle that simplicity is best. Through decades of experience working in finance and over a decade working with Creative Agencies, he is able to expertly partner with clients to guide their businesses to achieve their goals.
Host: Monica Obogeanu
Monica is a senior product marketer at Planable. She leads product marketing campaigns, drives competitive intelligence initiatives, and contributes to Planable’s growth strategy through extensive user research and data analysis.
1. Standardize processes to save time and resources
Identify recurring tasks and establish clear, step-by-step workflows. Documenting these processes ensures consistency, reduces errors, and allows team members to focus on high-value activities that drive profitability.
2. Leverage technology to streamline operations
Invest in tools that automate repetitive tasks, such as invoicing, client communication, or project management. Automation minimizes manual labor, cuts down operational costs, and enables your team to work more efficiently.
3. Measure performance to identify leaks
Use metrics to track team productivity and operational bottlenecks. Regularly reviewing these data points can highlight inefficiencies and areas where profits are being lost, allowing for timely intervention and adjustments.
4. Facilitate clear communication across teams
Encourage open and transparent communication to prevent misunderstandings and ensure everyone is aligned on priorities. Use centralized platforms to facilitate collaboration and keep teams on track with clear deliverables and deadlines.
5. Continuously review and refine internal processes
Regularly revisit your internal workflows to ensure they’re still effective. Seek feedback from team members and stay informed about industry best practices to refine processes and adapt to new challenges as they arise.
Ready to increase your profitability through better processes?
This webinar shared actionable steps to streamline your operations, improve team communication, and eliminate inefficiencies that drain profits. Want to learn more about implementing these strategies? Access the full recording and take the first step toward a more profitable business today.
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