As you grow your agency it will become very important to start to build out your SOPs and Workflow processes. There are many tools online today like Trello, Clickup, and Asana that can help you start to organize your team and processes. But there are a few things you should keep in mind as you start to optimize your agency’s workflow.
1. Define what tasks need to be completed and by when
The first step is to sit down and define all of the tasks that need to be completed on a daily, weekly, and monthly basis. Once you have all of the tasks defined, you can start to assign them to team members
2. Create a system for tracking progress
As team members start to complete tasks, it’s important to have a system in place for tracking their progress. This could be as simple as using a task management tool like Asana or Trello, or could be a more complex system that you develop in-house.
3. Set deadlines for each task
In order to keep your team on track, it’s important to set deadlines for each task. This will ensure that tasks are completed in a timely manner and will help to keep your overall workflow moving smoothly.
4. Regularly review and adjust your workflow
As your agency grows and changes, so too will your workflow. It’s important to regularly review your workflow and make adjustments as necessary in order to keep things running smoothly.
5. Automate as much as you possibly can
If you are doing something repetitive, like when onboarding a new client, are you setting up a google drive and Trello board for each new client? If so, you can create automation with Zapier to automate these tasks.
Building out your agency’s workflow doesn’t have to be a daunting task. By following these simple tips, you can create a system that will help to keep your team organized and efficient.
Inside of the DFY Agency we help you understand your agency workflows in more depth.