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The Difference Between a Process, a Policy, and a Procedure

We’ve all had that one time we are confused as to why our employees have failed to understand the instructions, we gave them. Yes, I have given them clear steps. Yes, I have demonstrated how to do it. Why are…

Hiring A Business Coach? Here’s Everything You Need to Know

As a small business owner, you have no doubt heard the value of hiring a business coach. Whether you’re just starting out or ready to scale, these advisors will help you see the gaps in your plan that you haven’t…

5 Stages of the Project Management Process

A project manager oversees all facets of an agency’s project management process. The clients, the resources, and the team—all roads lead to you. But are you ready to take on the role that manages not just people but entire organizations,…

Lessons Learned: Project Management Example

When you look back over a finished project, do you look at the positive side? Newly formed teams worked well with efficiency. Senior and junior team members collaborate flawlessly. The project was finished ahead of schedule. Post-project reviews are encouraging.…

Effective Project Management SOP Example For Business Growth

One of the most crucial elements for project management success is organization. Why? Because a team without a concrete structure for managing projects will fail once it encounters a challenge. You don’t want your team to look like a bunch…

New Client Onboarding Form For Success

You’ve done everything possible to get new clients to notice your kickbutt offerings. Providing quality on time, every time Discounts! Memorable, marvelous marketing campaigns Your hard work and smarts are finally paying off with a firehose pipeline of customers who…

Marketing Agency Sales Process: How to Boost Revenue

Congrats. You’re ready to start selling! Marketing goals and objectives have been thoroughly explained and delegated. Your sales team and their reps are ready to get cracking! You put your feet up and let them do their magic. And then…

Here are 3 Easy Solutions that Stop Scope Creep in your Digital Marketing Agency

Aside from that time you discovered you lack resources and have feisty unpredictable clients, allowing scope creep to happen is the most dreaded moments in your project’s life cycle. Scope creep is the wolf at the door of every digital…

How to Manage Scope Creep in Your Digital Marketing Agency

Look at you, plucky project manager. You’re on your way to your fourth and much-anticipated milestone — setting up the last few details of your project plan! Yes! Put your dancing shoes on, ’cause you’re about to party after this…

How to Know if We Have More Strategic Implementation Issues Than We Think

Business strategy is the backbone of your company. It’s the strategic plan directing your company to the pathway of success and achieving your goals. Well, that certainly sounds simple, right? Not. Constructing an effective business strategy plan is one thing.…

How to Write a Performance Improvement Plan with a Template

What’s the best thing to do when there are employees with recurring performance issues? Fire them? Nah, just kidding! If you’ve got an underperforming employee, then you need to administer a performance improvement plan. Why? Because a performance improvement plan…

How Does Client Onboarding Work?

When a new client comes aboard, they need to be welcomed with open arms and shown the ropes. The onus is on you, as their new business partner, to set expectations early, and to WOW them from day one! Client…

Why Client Onboarding Matters

Wahoo!!! You just closed a sale, won a brand new client, and have a purchase order in the books to prove it. Now it’s time to sit back, relax, and rake that money in. Hold on there cowboy. Not so…

What Makes A Good Project Manager

Hiring a project manager? Many people know project managers only by what they do: kickoff calls, project schedules, budgets and charts. Processes and procedures designed to help them help you stay on top of your projects. But that merely scratches…

How to Manage Scope Creep in Your Digital Marketing Agency

You are currently on your way to your fourth milestone: setting up the last few details of your project plan, ready to party after a successful closing. Your phone rings: the client wants to request a change in the deliverables.…

Digital Agency Process: 10 Workflow Tips to Scale Your Agency

When you browse your Facebook and Twitter accounts, you can’t help but check out the latest viral videos – oh, and guiltily go crazy over TikTok too! Promo flyers have been replaced with double clicks; print ads kicked out by…

How to Scale a Marketing Agency: 7 Tips to Grow Your Business

  A marketing agency nowadays does not only refer to newspaper ads and large billboard posters. In today’s digital climate, a marketing agency is expected to tilt its focus to cyberspace – where all the thumbs up, sharers, supporters, and…

5 Scheduling Tips For Better Calendar Management

Do you often feel unproductive despite coming to the office early, heading home late, and even working overtime on weekends? Every meeting, presentation, and deadline shows no progress? Catching yourself spending more time figuring out what your staff is doing,…

How to Delegate Effectively: 3 Way to Delegate More & Worry Less

The hallmark of a great leader is how effortlessly and effectively they practice delegation of duties, and there truly is an art and science to delegation. The ability to delegate is crucial to the success of any team as it…

Project Manager Goal Setting [Examples Included]

Where do you see yourself in five years? No one likes this question because you can’t think that far ahead. It’s impossible to know what offbeat event is going to happen tomorrow, let alone five years from now, and how…

How to Build a Risk Management Plan in Project Management [Examples]

Maybe you like surprises. But while surprise parties and gifts make you smile, surprises at work make you cringe. When you’re a project manager or agency owner, you need a risk management plan and a risk management process for avoiding…

What Is Client Onboarding? A Guide to Welcoming New Clients [Examples]

YESSSS you got a new client *dances non-stop* But don’t celebrate so much… Have you thought about client onboarding? Yes, dear friend, the story doesn’t end when the client finishes signing the dotted line. It is important that they feel…

9 Best Project Management Methodologies to Help Run Your Business

More and more of today’s businesses are organized to run on systems that are project-based. But what is project management? How do project management methodologies help keep your project on track? As a first-time project manager, what will serve as…

How to Build a Marketing Sales Process Flowchart

Are your sales teams drifting? Do your salespeople and your marketing department ask you hundreds of questions every day? Do you feel like you need a little more organization? You’ve come to the right place.  You’ve probably heard terms like…

5 Best Project Management Methodologies to Help Run Your Business

On average, project management failure costs businesses around the world over $50 billion a year.  Yes, you read that right: $50 billion. These failures are typically caused by issues involving disorganization, low productivity, and the lack of a project management…

What Are Project Management Tools? Best Tools for Planning Your Next Project

It’s like ten thousand spoons when all you need is a knife. When you don’t have the right tools for a job, it’s like ra-iii-ainnnn on your wedding day.  And when it comes to project management, you need the right…

New Employee Onboarding Checklist [with FREE Sample!]

Would you rather eat a pair of dirty gym socks than hire new employees? But dude, your team is at capacity and you’ve got to expand.  It’s a good problem to have, but it’s still a problem if your employee…

Project Manager Performance Review Accomplishments: Sample & Template to Boost Your Team Morale

Never giving your project team and project manager any feedback with a performance review is a recipe for success! Just kidding. Failure. It’s a recipe for failure.  People need to know when they’re doing a good job. Every dog needs…

Top 13 Project Management KPI Examples You Can Use Right Now

Top 13 Project Management KPI Examples You Can Use Right Now Those papercuts you got there look nasty. Hope you took out a good life insurance policy! When you don’t measure your project management, it’s death by 1000 papercuts.  Not…

Project Kick-Off Meeting Agenda: Banish Scope Creep Template

Picture this: You’ve onboarded a fantastic client. You’re psyched to get started and it’s time to hand the project off to the account manager. The next step is easy: everyone can just jump right in and start cracking on those…

Top KPIs for Optimizing Your Sales Process

The best part of owning an agency?  It’s all the stuff that happens outside the day to day of your agency – travel, watching your kids play sports, creating cool shit.  It’s letting go and letting your business run like…

Get a Grip on Resources and Budgets with Time Tracking

Time tracking helps agencies improve their project management, budget, and resource allocation. But no one likes having a beady-eyed manager looking over their shoulder — even if it’s a digital one.   Most of us have had to deal with a…

KPIs for Growth: Measuring Hiring and Onboarding

Employees are the engine that power your business success. But business owners often underestimate the cost of a new team member.  So what are those costs? Roughly 30% of that person’s first-year salary.  Make a bad hire, and those costs…

KPIs for Growth: Measuring Project Management

  “I love flying blind! Oh look, we’re about to fly headfirst into a mountain.” And it’s a mountain of misplaced expectations, lost brains, and absolute disorder.  We all like and need certainty in our lives. And when it comes to…

5 Digital Marketing Agency Tools to Simplify Collaboration & Communication

  Digital marketing agencies take on a range of tasks, from planning and executing to tracking and data analytics of marketing campaigns and more. Multiply this across a portfolio of clients and projects and you’ll get quite a busy schedule…

How to Organize Client Folders & Files: 6 Simple Tips to Try

Frustrated team, inefficient processes, overwhelmed brain . . . you know how it feels when your business tends to fade fast. Help! I’m going crazy with all the digital paperwork! This is an issue I often see when my clients…

Creating Sexy Systems with Smart Technology and Even Smarter Documentation

Stop employee morale degrade Stop productivity dwindle Stop profitability downswing Most of the clients I’ve worked with faced some common “problems” before I helped them step up their processes. Some of these issues I regularly hear about are: “We don’t…

5 Pillars for Creating Stunning Processes for Your Business

Struggling to create a process? You’re not alone. Companies lose 20-30% of their annual revenue due to inefficient processes. And that’s freaking HUGE! Many of my clients and prospects ask me, “Juliana, how can I create processes for my business?”…

How to Achieve Project Management Freedom

What do people say about you when you’re too much into your projects? Do they think it’s a nightmare working with you on projects? Well, $hit. As a founder or a project manager, you may also want to achieve enough…

Project Management Compass: How to Navigate the Workflow Waters

2.5% That’s the percentage of companies successfully completing 100% of their projects. Bummer? So, what really stops companies from hitting the sweet spot when it comes to project management? Maybe most of them just suck at the navigation of creating…

How Do You Project Manage Your Project Management?

Have a project management tool that doesn’t really project manage well? Ouch! Almost thought you could make it work? Well, you’re not wrong this time. I’m going to help you do it with these simple yet effective tips that were,…

Project Management Checklist for Success [Free Download]

Hire a project manager, they said. It’s gonna be awesome, they said. Well, they were wrong.Deadlines? Unhappy clients or project failure at worst. There goes another one.And productivity is lower than a shipwreck. That leaves two big questions: what’s wrong and how…

Why Your Agency Needs a Client Onboarding Process

86% of consumers say they’re more likely to remain loyal to a brand if it invests in onboarding content — welcoming them and educating them after they’ve made a purchase.  Did you know that more than half of consumers have…

Top 21 Client Interview Questions to Ask for Best Insights

Bill Gates once said, “Your most unhappy customers are your greatest source of learning.” Wait, what? Did he just say the most unhappy? What about the others? The ones you write home about — the happiest ones. Well, they add…

How to Find the Cracks in Your Client Process

CLIENT (internal dialogue): OMG they think I’m crazy. I just want it how I want it. Aaaaand it WILL most likely happen again! Oooops.  YOU (internal dialogue): You are insane. I’m going nuts. I might kill you — but I…

How to make sales hiring less confusing

“Any tips for making sure we don’t derail during this time? I already feel like we’re changing strategies by the second (internally and client-facing) and I want to make sure 1) messaging is consistent 2) the team doesn’t feel overwhelmed with this…

Is your CRM System Leaving Money on the table?

“Any tips for making sure we don’t derail during this time? I already feel like we’re changing strategies by the second (internally and client-facing) and I want to make sure 1) messaging is consistent 2) the team doesn’t feel overwhelmed with…

How to protect your agency and manage a volatile crisis 💪

“Any tips for making sure we don’t derail during this time? I already feel like we’re changing strategies by the second (internally and client-facing) and I want to make sure 1) messaging is consistent 2) the team doesn’t feel overwhelmed with…

BLM What do systems have to do with race?

  Juliana, you do systems – right? explain how racism is the system please. Remember when your systems were a little screwy (no shame here – it happens to the best of us) and it made you feel suuuuper uncomfortable?…

How Do I Manage Information Access for My Team?

Has this ever happened to you? EMPLOYEE: We need a new hire for [sales, marketing, accounts, etc]! YOU: What?! We don’t have the money for that because we JUST hired in a different role! It begs the question–do your employees…

How to Deal with Client Demands that Mess Up Your Workflow: Our Top 4 Tips

Your clients are the reason your project management is flowing. Learning how to deal with a difficult client is a key facet to scaling your agency.  You were doing the happy dance after landing that new client. Woot woot. They…

Infographic: The Art & Science of Delegation

Ever feel like you’re spreading yourself too thin as a small-business owner? Our infographic explains how you can grow your company and avoid burnout by learning to delegate. Want to embed this infographic on your own site? Simply copy and…

What to do when a top employee takes leave

It’s going to happen one way or another. Maybe it’s because she gets pregnant. Maybe it’s because she gets sick. Maybe he takes a sabbatical or finds a new job. Whatever the reason, one day your top employee is going…

Performance Evaluations

What type of student were you back in the day? When it was time for report cards, were you rushing to show your parents your grades? Or were you rushing to trash the report card before they could ever see…

This hiring hack can save you 20+ hours

Putting a job posting up on a job site like Indeed is like throwing a grenade on top of a mountain and waiting for it to explode. If you’ve created the right posting, you’re about to get an avalanche of…

The Real Cost Of A New Team Member

Hiring an employee is one hell of an experience for entrepreneurs. So many emotions bundled up into one decision. One of the biggest challenges is figuring out how much an employee is going to cost. I’m sure the first time…

How to Use Google Sites Intranet: Free & Easy Intranet Solution

Juliana, “Where do I put all this documentation?” You finally decided to hire that person you needed so badly. Well done! But you have to make sure that the new Rockstar on your team can actually do their job without…

How to deal with my team’s systems resistance

You saw the light! Whether you are tired of repeating the same tasks over and over again and want to automate the process or you just got tired of asking where your team was on their projects – you decided…

Spankin’ New Workflows – Because you can’t track a document

“I don´t wanna!” I would rather eat my vegetables than create a workflow.  I would like to say workflows allow you to be more efficient, optimized and automated. What is a workflow? Webster states (so you know it’s true): But,…

10 Reasons Your Employees Will *Never, Ever* Leave You

1. You are the bottleneck and everything needs to get approved by you 2. You are not accessible … so naturally, nothing gets approved 3. You complain that your employees don’t meet deadlines 4. You never give your employees feedback, well…

What Choosing Your Systems has to Do with Dating

Let’s skip the small-talk… And no, this is not the speed-dating circuit. Grab a seat here at the bar, settle in, order a drink and I’ll jump right into sharing some of my secrets… Ready?? OK, great, let’s get started……

How to Price Your Services: 4 Service Pricing Strategies

Yes, it’s a tough one. At some point, we’ve all asked ourselves, “How much should I charge for my services?”.  Crying, despair, indecision. Well, I think I’m exaggerating. But the reality is that in most cases, the answer is a…

The Ultimate Hack for Improving Client Engagement

Luuuucy… You have some splainin’ to do!!! (Did I just age myself with this reference?) I’m about to hop on a call with a client that may or may not have done their work for the meeting (ahem). I ask…

Lasting Teams That Are In It To Win It

“Juliana, how do I hire the right team members, the ones that are going to stick around and do a great job?” Almost 35% of people quit a job within the first six months of being hired. That’s a pretty…

Productivity Loss

Productivity Stats Workers typically waste 20% of their workday (about two hours) socializing with coworkers and taking breaks. Executives waste six weeks each year searching for lost documents, and 30% of all employees’ time is spent trying to find lost…

Invest in Your Business

“Juliana, my business is like my baby!!!” I hear so many friends, colleagues and clients say to me. But then, when it comes to opening that wallet and buying that baby toys (electronics), learning tools (professional development) play date activities (networking/conferences)…

Why Your Small Business Needs an Operations Manual

Look around your office. Your computer, printer, and copier—maybe even your adjustable chair—all came with operating manuals. But do you have an operating manual for your business? If not, creating one can save you serious time and money. Operating (or…

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