Show Notes
After every project, we collect feedback, brainstorm ideas, and discuss how we can improve our services. Back at the beginning of 2021, we transformed our client journey and added in a discovery project called "
The Blueprint".
Why did we do this?
The Blueprint is the discovery project that allows us to fully understand the agency's pains, frustrations, challenges, and goals for the project.
We've received a lot of amazing feedback, and many agencies have even reverse-engineered our process and implemented it at their agency.
On this episode of Agency Journey,
Gray joins
Andrew Dymski, CoFounder at ZenPilot, to discuss our Blueprint process and what agencies have learned from it and implemented it in their organization.
Topics discussed in the episode:- ZenPilots Client Journey - Blueprint, Implementation, Optimize
- The ZenPilot's promise - "Move from chaos to clarity"
- 3 core systems every agency needs - technical, procedural and behavioral
- The purpose of the Blueprint and why agencies need to implement a discovery project
- Using Savvy Call to enable clients to book calls on their own
- Creating Checkout pages for easy payment and onboarding
- Standardize intake information with forms
- Creating a welcome page with instructions
- Standardizing a kickoff deck
- Centralizing communication and leaving breadcrumbs to show value
- Training client to transform market utility
- Benchmarking clients with surveys
- Implementing discovery projects
Presenting Sponsor: ZenPilot
Be sure to 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?
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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