Agency Journey

Organizational change is a key component of agency growth, but it's not always easy to manage. Humans don't like change. We are stubborn. We fear the unknown and the uncertainty that it brings and resist it. So, how do we prepare a team well for change?

Show Notes

At ZenPilot, we help agencies transform the system in which they operate on a day-to-day basis - the place they find their tasks, collaborate with their team, communicate with clients, and take their notes.

Transforming a project management platform may be one of the biggest areas of change an agency goes through. It impacts the daily workflow of every individual in the organization - and their clients!

Is it easy? Nope. Is there friction? Yup! 

If you're looking to implement change at any organization, you need to be willing to embrace the pain for a period of time. Lean into this and push through, because the view on the other side is always worth it. 

After helping thousands of agencies with massive transformations, we've learned a few lessons. 

On this episode of Agency Journey, Gray joins Andrew, CoFounder at ZenPilot, to discuss how agencies can effectively manage change.


Topics discussed in the episode:
  • The purpose behind change at agencies
  • The difficulties of change management 
  • ZenPilot's model for change
  • The 6 steps for effectively managing change
    • Giving people a platform or channel to express their pain or frustrations
      • Forms
      • Surveys
      • 1-on-1s
      • All-hands meetings
    • Making the decision
    • Mapping the journey
    • Setting clear expectations and participation efforts
    • Launching and monitoring team adoption
    • Optimizing (but only system issues)
  • Nominating and assigning an internal champion
Presenting Sponsor: ZenPilot

Check out ZenPilot, where we help agencies optimize their operations using our proven systems and processes.

ZenPilot knows that you are tired of wasting time on trial-and-error — that's why we provide tried-and-true solutions that will help you grow and scale quickly and sustainably.

So, what are you waiting for?

Go to zenpilot.com to learn more.

Resources mentioned in this episode:
Free 47-page Guide to Implementing ClickUp:

This guide is packed with step-by-step instructions (and checklists) to help you implement ClickUp for your agency.

We've put together a 47-page guide to walk you through the 5-step ClickUp implementation process that we've taken thousands of agencies through.

What is Agency Journey?

How do world-class agencies continue to grow profitably and hit their goals, even through the choppy waters and challenges of agency life?

How do leaders like Tiffany Sauder, Marcus Sheridan, Jay Acunzo, Shama Hyder, David C. Baker, Nikole Rose, and Zeb Evans think?

Join Agency Journey host Jakub Grajcar as he interviews agency operators and leaders to share insights, actionable tips, and hilarious stories from the builders who live in the agency trenches.

Each episode focuses on crucial aspects of growing an agency like building the right team, delegation, project management, client success and retention, and operating frameworks like EOS.

Brought to you by ZenPilot: we help lead your agency through the final project management implementation you’ll ever need. Book a call to learn more at ZenPilot.com/Call.

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