Agency Systems That Scale

Systems are how you stop being a freelancer with employees and start being a real agency.

Client Onboarding

Every new client follows the same process. Kickoff call with agenda. Information gathering form. Project setup checklist. Welcome email sequence. No improvisation.

Project Management

Standardized workflow for project types. Status update cadence. Internal and client-facing dashboards. Escalation process for issues. Post-mortem for completed projects.

Communication Standards

Response time expectations. Channel usage (email vs Slack vs calls). Meeting structures. Documentation requirements. Nothing left to interpretation.

Financial Operations

Invoicing schedule. Collections process. Expense approval workflow. Time tracking requirements. Profitability review cadence.