Automate Your Agency

Delegation made easy: How to track & leverage your team’s skills using ClickUp, Asana, and Monday


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Have you ever passed on a project because you assumed it was outside the scope of your team's knowledge? Or maybe you landed a big one and delegated it to a team member only to find out they weren't up to the task. If either sound familiar, you're not alone and there's hope. 🙂

Join our co-hosts, Alane and Micah, as they discuss how adding a Skills Tracker to their documentation arsenal has helped them secure more engagements, provide better support to their clients, and build a stronger team. 

It's a solution designed for fulfillment teams that can pay dividends across your ENTIRE organization!

In this Episode, we'll cover...

  • (0:00) The Skills Tracker: An Origin Story
  • (3:20) Transparency that Informs Hiring Decisions
  • (4:50) Who Could Benefit from the Skills Tracker
  • (6:09) Validating Self-Assessed Skills & Identifying Training Opportunities
  • (10:01) Catching All the Skills
  • (13:14) Defining the Skills Tracker

Watch the video below to see how you can create a Skills Tracker of your own!

https://youtu.be/JwhFYENuVOE?si=zGc_Y_MyFT_mec4Q

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Tools mentioned in this episode:
ClickUp

Disclosure: Some of the links above are affiliate links. This means that at no additional cost to you, we may earn a commission if you click through and make a purchase. Thank you for supporting the podcast!

For more information, visit our website at biggestgoal.ai.

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Automate Your AgencyBy Alane Boyd & Micah Johnson