LevelUp Ops:
Train them to run your business so you can grow your business
LevelsUp Ops is a 10-week program to train someone that’s already on your team how to run your operations without you.
Outcomes include:
You Need an Ops Leader
Obviously (if you watched the video).
The real question is not IF you need one, but rather WHO should they be?
If you’re here, well, you already have in mind someone on your team.
After all…
They already know your business (way better than rando resume submitters)
You already trust them (to build a better plan without crashing it)
BUT…
To make sure they crush it, you want them to have the support they need to fly your "business baby" to new heights of operational efficiency. That means you can sleep without freakin’ out at 2am because something broke.
That’s where LevelUp Ops comes in.
LevelUp Ops is powered by our SCALE framework, a 5-step process we’ve used to scale over 500 digital agencies.
There’s a lot to it, but here’s the high-level:
S - See what’s happening
C - Create a baseline
A - Amplify how you do it
L - Lead and delegate
E - Exit and oversee
Nerd Alert 🤓: This is a fractal framework, which means we use it not just for scaling your operations, but your entire business.
Your Ops Leader Will Use the SCALE Framework
If you visit our website, we have a dissertation on how to use the SCALE Framework to grow digital agencies. However, what you won’t find, is how the process changes, if you’re going to focus for 10 weeks, on just applying to leveling up your Ops (as opposed to your entire business).
Here’s what you (and your Ops Leader) need to know:
SCALE. See Whats Happening
Key Question: Does your operator have visibility on processes, project management and performance to protect profit and stop fires before they start?
SCALE. Create A Baseline
Key Question: Does your operator have sufficient know - how on what to track to have baselines to make decisions the way you would and safe guard your reputation?
SCALE. Amplify How You Do It
Key Question: Can your operator prioritize what needs to be done in the business and know how to optimize the different parts of the operations to make them more efficient?
SCALE. Lead And Delegate
Key Question: Is the operations documented well enough so that you can delegate to your operator and your operator can delegate to the team so Leadership can get out of the weeds and direct your vision?
SCALE. Exit And Oversee
Key Question: Can the operator fully run the team and production so you can exit for a weekend, a month or forever and have the business run without you?
They Need 3 Things To Actually Get It Done
Training
Tools
Tribe
Here's What You Get:
Training
Workshops Include:
- Project Management and Documentation
- Geeky productivity working sessions
- Expert Q&A Series
- Deborah J.
Tribe
Weekly LIVE Q&A session to customize your implementation.
On Demand Training Includes:
- Effective Documentation & Wiki Management
- Project Management
- Asset Management
- Josh O.
Toolkits
Toolkits Include:
- A proven roadmap
- Guides & checklists
- Plug & play templates
- Nikki P.
Training
On-demand Training: Proven training of best practices for documentation, SOPs and project management.
LevelUp Live Training: Zoom Group calls where your operations lead gets to troubleshoot Tools, Training, Templates, and decisions needed to systemize the business. They ask; we answer.
Accountability: Tracking what you committed to and access to ScaleTime "Champions" to ensure you stay on point, create capacity, and grow.
Toolkits
Do you need a place to start so you are not creating things from scratch or have your team “googling,” “redditing,” and “facebook grouping” for hours trying to find a solution that fits?
Grab-and-go with a wealth of guides, swipe files, and templates to help you stop reinventing the wheel or starting from scratch and focus on sexier problems.
Tribe
Cohort of Operations Leads: peers who are in the trenches with you to learn online and offline. We grow faster together!
24/7 access to Slack Community: so the team can ask their 2am question
Continuous learning & development: for your team in workshops designed for action and implementation.
Project Management Labs: bi-weekly workshop to nerd out on documentation & project management
Get Shit Done Labs: bi-weekly coworking to feel the luxury of uninterrupted deep work and enhance productivity
Tinker Talks: Monthly guest speaker sessions and workshops (usually given to Fortune 500's)
Starting Jan 31
- What are the systems that need to be created?
- Systems thinking: Create - Standardize - Optimize
- Finding Process Gaps Finding Documentation Gaps
- Finding Training Gaps
- Understand HOW everything is happening to make sure that it can start and end efficiently and consistently.
- Project Management
- Process Management
- Document Management
- Training & SOPS - Key for scaling
- Getting the gears to move together
- PM Map to Freedom
- Fill in Knowledge Gaps
- Create a proven process: Create a detailed project plan, including timelines, tasks, and resources.
- Define project milestones and set measurable goals.Identify and allocate necessary resources + manage execution.
- Deliver on time, every time
- Golden keys of profitability
- Visibility: Never ask what is someone working on ever again
- Define areas for further application in your organization and troubleshoot efficiencies
- PM implementation/ standardization/ optimization
- Repeating Tasks
- 1-time tasks
- Workflow templates
- Capacity and Workload Management
- Define areas for further application in your organization and troubleshoot efficiencies.
- PM implementation/ standardization/ optimization
Join LevelUp Ops Today
Operator Edition
Founder Edition: 3 Spots Available
I’m Juliana, Creator of LevelUp Ops
I want you to win.
What sets me apart is my unique philosophy on improving operations, which is influenced by my Wall Street background.
I see operations and finance as inextricably linked. If we're going to improve ops, why not also focus on boosting profitability? It's a holistic approach that tackles multiple facets of your business at once.
Profitability is always crucial, but it becomes even more so when clients are paying less, churning more, and sales conversions are down. Client retention is also on the decline, and this impacts your bottom line.
As marketers, you're often the first to feel the economic shifts. When the economy starts to falter, businesses tend to cut their marketing budgets first. Ironically, marketing is the very thing that could help them make money during tough times.
Empower Your Team To Lead Without You
You've heard all the sayings: "Work on your business, not in your business," and "Find your $100 per hour task so you can focus on your $10,000 per hour task." But what's missing from all of that is the way to actually get it done. What they don't talk about is who gets it done.
It's not a "how" problem; it's a "who" problem. Once you know the "who," the thing you need to do is empower them. Give them everything they need to be the A-players they already are.
If they weren't an exceptional fit, they wouldn't be on your team right now. You wouldn't be reading this page, thinking about how you could better train and retain them. They've already proven themselves; now you just need to empower them to contribute even more to the team and the organization.
If you need a bottom-line financial reason to invest in your people, let me spell it out for you. Hiring the wrong person can cost a company $1.5 million or more. But what if you flip that? What if you have the right person already?
How much more could they be contributing to your team? Is it an extra $100,000, $200,000, $500,000, or even $1 million over a certain time period? These are the questions you need to be asking. When you've got someone equipped to improve profitability, there's no ceiling on their financial contribution to the organization.
If you don't invest in them, it's just foolish. To truly elevate your business, give your team the training, tools, and tribe they need to become the co-architects of your profitability curve.
In love and profit,
Juliana Marulanda
FAQs
Absolutely! We have had some owners create amazing results in documentation, increased capacity and overall growth. One even made their whitelable partner so jealous of their systems that their partner agency joined.
The intention is to have 1 person attend this training per organization without making people "pay per seat.". Feel free to share a password if you want to divide and conquer the work but if you want someone else to attend live sessions, work shops and be part of the community then absolutely reserve two spots for this training program - one for you and one for them! This way you both get the knowledge and opportunity to ask questions and be in it to win it together.
Tricky, tricky.
If you are asking this question you either need to download their brain ASAP or their an integral part of the team and you need to download their brain asap or their the only ones with the know how to do this in the organization.
I say you register them and we will put a plan in place for you to prioritize exactly what they need to do in the program and what else the organization needs. Also, if they leave at some point in the program we can swap them out for new team member without additional charge.
Yes, your Grain, Fireflies and Fathom are allowed (for now - we are open to change our minds depending on how the bots are behaving). However, we will send recaps with transcripts so you don't have to worry about note taking and stating present.
Absolutely, we have had businesses that are over a million do the training resulting in super tight documentation that has increased the performance of their team and made onboarding new team members 4x faster. Your processes are living breathing parts of your business and optimization yields profits and performance.
Absolutely, the process principles we will cover are fundamental to any business. Our examples will be geared towards agencies but we can customize what you need in your processes during live calls.
100% Our on demand training will be housed in Kjabai and you and the team have life time access.
%20(1).gif)
