Training Clients to Follow Your Processes, with James Rose – Episode 38.
In this episode, we had the pleasure of talking to automation wizard James Rose about the most important processes you need to have in your agency, and how to help train your clients to follow those processes. Points of interest… There’s more information regarding each point in our blog notes beneath the video. Key processes to avoid scope creep with clients: 1:35 Principles for creating streamlined processes: 4:04 Importance of positioning processes from the offset: 6:38 Getting clients onboard with new processes: 8:18 Proposal pitfalls to avoid: 12:08
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Show Notes
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Guest Links:
About James:
James (Jimmy to his pals) is the founder of Aktura Tech, ContentSnare, and the host of the Agency Highway podcast.
Via his Zapier Mastery automation course, he enjoys finding and sharing ways for you to automate parts of your business so you can spend your precious time tackling things that really matter.
In addition to sharing his knowledge of better processes via automation, James co-founded a tool for digital agencies to get content from their clients via ContentSnare, while Aktura builds custom software and mobile apps. One of his previous projects, SaaS application SilverSiphon, was sold to an angel investment firm based in Silicon Valley.
When this Brisbanite isn’t informing people just how much “automation freaking rocks”, he can be found conversing with dogs; something he’s particularly skilled in.
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