Our client, Megan, is the CEO of the successful social media company Social Tribe. Social Tribe caters to enterprise technology companies. When Megan reached out to us, Social Tribe was averaging 600K in bookings.
Okay, so what was the problem? Things were spinning out of control for Megan when her biggest customer started sending her multiple referrals in different departments. It’s a good problem to have, but it’s still a problem.
Why? Well, Megan found it really hard to keep track of, manage, and deliver everything on time. This is one of those situations where chaos abounds, and you can’t scale it, as Megan was finding out.
Megan found herself spending way too much time onboarding clients and managing her team. While these are critical processes, it meant she couldn’t spend as much time strategizing and continuing to grow her business.
The aces weren’t in their places.
While she did have an employee who could manage the team for her, that person was already overloaded with their own work and couldn’t take on more responsibilities.
Things were falling through the cracks.
Smh. We had to stop all that asap.
After taking a close look at the accounts and metrics, we developed a streamlined process for Megan to effortlessly manage referrals and clients.
We also included safety measures so clients’ social media accounts would continue to perform brilliantly — even in SOS situations.
New processes for onboarding also meant that Megan could bring a new employee up to speed in less than two weeks.
If any issues occur with an account rep, Megan can seamlessly transition account management to someone else without putting the account at risk.
Are you ready to turn your business chaos into a scalable, repeatable system that gets results for your clients and brings all the smashing referrals to the yard?
Send us a message. Let’s get you started.