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How to Document Agency Processes

Documented processes are key to scaling your business. If you don't know what needs done and how to do it, there is no way to increase capasity. 

“The biggest problem facing agencies today is a lack of documented processes.”
Andrew Dymski - GuavaBox Co-Founder
Andrew Dymski

A milkshake salesmen

is about to change your agency. 

In 1955 a middle-aged milkshake machine salesmen came upon something odd. At a time when his industry was taking a dive, one restaurant ordered enough machines to make 40 milkshakes at once. He was so curious that he bought a plane ticket and flew from Illinois to California to see what kind of restaurant would make such a purchase.

What he discovered would change the world forever.

When Ray Kroc walked into the McDonald brothers’ restaurant in San Bernardino, California he was blown away. Unlike the popular drive-ins of the time, McDonald’s only sold hamburgers, cheeseburgers, fries, drinks, and milk shakes. Their narrow offerings were all produced in an assembly-line-style system.

Immediately Kroc envisioned opening up a thousand of these little restaurants across the country. When he found out that the McDonald’s brothers weren’t interested in pursuing the idea alone, Kroc bought the rights to the McDonald’s method.

It wasn’t the quality of the fries and the burgers that made McDonalds valuable, it was the system and processes that they had created. The rest is history.

An inbound marketing agency is no different.

Michael Gerber, author of The E-Myth Revisited, says, “If you are going to create a business that serves your life, you must create an organization that will stand on its own. You need a model that is systematized so that it functions the same way every time.”

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

It doesn’t matter if you’re a one-man shop or a thriving agency with a full-time staff, it’s critical to document every aspect of your operation. If processes only exist in your head and in the minds of your team members, then business growth is capped by your team’s existing capacity.

Start positioning your business for growth by documenting the necessary steps to produce a top-of-the-line product. Nothing is too simple. Answer questions like:

  • How do you optimize a blog post?

  • How do you install HubSpot code on a WordPress website?

  • How to you build an inbound marketing gameplan for a new client?

Get started by jotting these down - it will take you longer than you think.

If you want to chat with a member of the DoInbound team about how you can leverage the platform at your agency, schedule a personal demo. We'd love to chat and learn more about your agency!

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