For Marketing Agencies: Creating an Operating System

For Marketing Agencies: Creating an Operating System

CA$2,500.00

It doesn’t matter if you’re a one-women shop or a thriving agency with a full-time staff, it’s critical to document every aspect of your operation.

For a marketing agency to grow into a robust business, there needs to be systems in place that manage delivery. These systems should be driven by standardized individual processes.

Work directly with Social T’s Founder & CEO Tara Clark to map out the tools, systems and processes your organization needs to thrive.

This package includes tactics to build a repeatable and scalable business:

  • A discovery session to uncover your urgent needs and what to automate in the next 12-weeks

  • Six 1-hour consulting calls on a specific process or system. Popular topics include:

    • Tools to document the key activities that drive your business as templates

    • A business management platform to send stunning proposals/contracts, quickly connect with clients and get paid

    • Task tracking tools

    • Running effective meetings with a standardized meeting agenda

    • How to support a remote team of contractors

    • When to hire a practicum/Co-Op student, the best programs to secure the top students, grants available, and introductions to the program lead

  • One 1-hour call to review a customized budget template for tools and marketing expenses including the annual operating costs and the time it takes to manage them

    • Introductions to tool specialists who can set you up for success on specific platforms

Once purchased, you will receive:

  • A receipt

  • A discovery form to complete within 5 business days

  • 7 call booking links to connect virtually with Tara Clark

What we need from your team to get started:

  • Your pressing needs for the next 12-weeks. Be specific! What tools, systems or processes do you want to improve in the near future?

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