Let's be real - if you can't draw out exactly how work flows through your agency right now, you probably need to this done asap.
Picture this: You're doing great work and clients are happy, but somehow you're still trapped. Every client needs your attention. Every deliverable needs your approval. Every "vacation" turns into remote work.
You can't optimize what you can't see.
Trying to systematize your agency without mapping your fulfillment process is like trying to fix a car engine blindfolded.
You might hear the problems, but good luck fixing them.
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You will be running every single client through this system. Every repeatable step must be templated. Each “front-end” interaction with the client must look professional - look at my Welcome Messages to get the example.
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Think of fulfillment mapping as creating a blueprint of how your business actually works. Not how you think it works, or how you want it to work - but how it really works right now.
Onboarding isn't just sending welcome emails - it's making sure your client relationship starts off right. Get this part wrong, and you'll lose a client. Get it right, and everything else becomes much easier.
What It Looks Like: