Melanie

Joined April 2021
In our February agency leaders virtual peer group next week, we are going to be discussing how we go about documenting processes as we grow our organizations. What processes are super important for agencies as we grow?

Here are a few that come to mind: Client communication and handoff to services Payment Management New Employee Onboarding
What others would you recommend? See More
Melanie
Hey guys, tried to access the link as I am really interested to find resources that I can use as an agency. THe link below does not work. Any recent updates on the below and/or are there any resources guides that could assist an agency?