How She Did That

Ever feel like your team members just can't seem to read your mind? You've explained the process a dozen times, yet somehow the work still comes back nothing like what you envisioned?

Today, I dive deeper into one of the five crucial steps to remove yourself as the bottleneck in your online agency: documentation. Building on my recent YouTube video comeback, I explain why documentation is essential for creating freedom in your business and how to approach it strategically.

Documentation isn't just about having process guides—it's the foundation of effective delegation. Without clear documentation, your team members can't understand your expectations, which leads to you constantly stepping in to fix work and your team feeling untrusted.

Proper documentation allows you to move from merely delegating tasks to delegating decisions and outcomes—where true freedom lies. As I say in the episode, "That level of delegation is where the freedom comes."

If you're hesitating to document your processes, you might be thinking:

• "It takes too much time"
• "My work is too creative to document"

I address both concerns with my philosophy of "work hard once" (credit to Rachel Rogers) to create long-term efficiency. Even for creative work, I suggest documenting the before and after processes while leaving room for creative strategy in the middle.

• Onboarding workflows
• Communication templates
• Deliverable standards that show what "A+ work" looks like

• Task handoff procedures in your project management system
• Quality control checklists (my team has at least three people check deliverables)
• Meeting structures that keep everyone focused and productive

• Sales call scripts
• Proposal templates (I use Dubsado)
• Follow-up sequences for potential clients

Feeling overwhelmed? Start with these simple steps:

1. Record yourself doing the process as a Loom video
2. Have an operations person create written SOPs from the recording
3. Use simple tools—I find "Loom and Google Docs and then linking it all in our project management system" works perfectly
4. Prioritize documenting processes where you frequently give the same feedback

I remind listeners that building solid documentation takes time—it took my team over a year and a half to feel confident in our project management system. What matters is starting the process and being consistent.

"If this doesn't feel really good at first, even three to six months from now, that's okay. It doesn't mean that you're doing it wrong, it just means that it's taking time."

By investing in documentation now, you're creating the foundation for a team that can work without your constant input, giving you the freedom to focus on CEO-level tasks and strategy.

• My new YouTube video: "Escape the Agency Owner Trap: 5 Steps to Remove Yourself as the Bottleneck"
• Free download: "10 Interview Questions to Cut Turnover & Find Perfect-Fit Team Members"
• Team Meetings Workbook

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After a brief hiatus since August, I'm thrilled to return with a deeply personal episode where I share my journey of making one of the biggest decisions in my business career - sunsetting my successful 7-figure agency, The Launch Guild, to fully embrace my passion for coaching.

• The evolution of my business journey from launch manager to seven-figure agency owner to coach
• Why launches have changed in the online space over the past two years and the impact on my agency
• The internal struggle of realizing when it's time to pivot, even when you're successful
• How the Call to Clarity Retreat became a turning point in making this major business decision
• Managing difficult conversations with a long-term team during transition

I open up about the internal struggles I faced when realizing it was time for a change, even though my agency was thriving. The reality is, the online launch landscape has transformed dramatically over the past two years, and while we could have pivoted The Launch Guild in numerous directions, my heart was pulling me toward a different path entirely.

This episode kicks off a special three-part series where I'll share:

• My complete agency story
• Frameworks and methodologies around agency ownership
• "Baby Steps" series - dedicated to supporting solopreneurs making the leap into agency ownership
• New episodes every Friday
• State of the Agency quarterly roundtables

Whether you're an established agency owner looking to scale, a solopreneur considering the agency model, or an online business owner seeking guidance, I hope this episode gives you permission to trust your gut and make the changes your heart is calling for.

Visit tashabooth.com/podcast for show notes and to learn more about upcoming programs, coaching opportunities, masterclasses, and events.

❤️ Join The Agency Alliance Membership! Inside this membership for agency owners you'll find a supportive community, tools to help you build a solid and thriving agency, and monthly marketing strategies!

💁🏽‍♀️ Looking for more 1:1 support inside a small group container? Let me guide you to growing your agency inside The Agency Thrivemind. 

📈 Expansive -- Part mastermind, part strategic consulting container for seasoned agency owners making $150K+ per year -- next group starts February 2025.

✨ 1:1 Coaching for Online Business Owners! Whether you’re an agency owner, coach, course creator, or creative, this personalized coaching container is tailored to help you align all the moving pieces of your business and step into your next level.

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In this episode of HSDT, I had the pleasure of interviewing Anne-Marie Rose, an online business strategist and offer alignment expert with a wealth of experience in helping service-based leaders scale their businesses with clarity and confidence. Anne-Marie shared valuable insights on how she leverages high impact workshops to book out her online agency and attract high-ticket clients.

During the interview, Anne-Marie shares:

• How high impact workshops have the power to provide value to potential clients while also showcasing expertise and building trust.
• The difference between webinars, masterclasses, and workshops
• Why teaching impactful content in workshops is more impactful than the pitch.
• Why charging for workshops is more likely to attract participants who will convert into high-ticket clients.

Anne-Marie also introduced a valuable resource, a quiz which helps business owners determine the ideal workshop format for their specific business needs and goals. This tool provides a personalized workshop format recommendation and a sample agenda to guide business owners in creating impactful workshops.

To take the quiz, go to myworkshopgameplan.com. 

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Do you have trouble creating and holding your business boundaries?

As service providers, it can sometimes feel hard to enforce the boundaries that we’ve created but then, when we don’t, we often feel taken advantage of and burned out.

Our guest today, Jackie Ellis, shared her journey of moving from running a gym to running a successful Facebook ads agency and how important she’s found building boundaries along the way.

Jackie and I dive into the challenges of establishing and maintaining boundaries, especially for women and moms in the online business space. We discuss the common struggle of feeling the need to be available at all times and the impact it can have on both our personal and professional lives.

Key Points Covered:

• The challenges of setting boundaries as a service-based business owner.
• How Jackie learned to establish and maintain boundaries in her agency.
• Strategies for supporting your team in setting and respecting boundaries.
• Client feedback on agency boundaries and the importance of attracting aligned clients.
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Listen to the episode for tips on how Jackie implemented boundaries in her agency, such as setting strict working hours, avoiding work-related activities in certain spaces, and respecting her team's boundaries. One of the highlights of the episode is our discussion on the importance of leading by example and supporting your online team in upholding boundaries to create a cohesive and respectful work environment.

How to Work With Me This Year:

The Agency Alliance Membership

The Agency Thrivemind

Follow Me On Instagram

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In this episode I'm sharing valuable insights on how to "agencify" or productize your offers and create a scalable offer system for your online agency.

Why is this important? By templatizing your offers, you're able to carry out your services in the exact same or very similar way from client to client, no matter which team member is assigned to the project. It creates time efficiency and saves you money when you're not reinventing the wheel every time. And last but not least, it allows the services process to run without you!

In this episode we'll be walking through these 5 steps to agencify your offers:

• Get clear on your offers
• Create a high-level view of your processes
• Make note of where project plan templates, checklists, canned emails, etc can be incorporated.
• Create templates & SOPs
• Train your team on the process

Creating a scalable offer system may take time but is essential for freeing up your time and allowing your agency to run smoothly without your constant involvement.

Apply for a $25,000 grant package with HoneyBook via the Breakthrough Grand program. Learn more at tashabooth.com/breakthroughgrant

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In this episode of the How She Did that Podcast, we’re welcoming back my good friend Melissa Froehlich. Melissa specializes in business alignment strategy, helping women entrepreneurs scale their businesses. Her unique approach is holistic, weaving in KOLBE and Human Design principles to craft effective, sustainable, and personalized business strategies. 

Melissa says these awareness tools can be used to help CEOs understand their innate strengths and in turn build businesses that align with their unique capabilities. 

In this episode you’ll learn: 

• What the KOLBE and Human Design awareness tests are and what they can teach us
• How to use these awareness tools to gain a deeper self-awareness
• How to integrate these awareness tools into our hiring processes AND how we manage our team members day to day
• Why knowing your results isn’t enough - you must apply what you learn! 

Connect with Melissa on Instagram at @melissafroelich_biz or visit her website at melissafroehlich.com. 

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In the final episode of this 2-part series, we delved into the importance of creating company core values. Core values serve as guiding principles that uphold a business's beliefs and conduct. They're a personal and intentional promise to you, to your company, to your team and to your clients about what they can expect and depend on.

In this episode, we break down:

• The five questions to ask yourself AND your team as you begin to brainstorm potential values.
• How to narrow down and refine the values you've brainstormed
• Examples of company core values such as integrity, accountability, and respect.
• Using your core values to determine if a client or a team member are in alignment with your company.

Take action today by creating or revisiting your agency's core values, sharing them with your team, and posting them online or on your business' website to ensure consistent alignment with these values.

If you liked this week's episode, check out Part 1 of the series where we covered the difference between a mission statement and a vision statement and how to turn them into statements that truly guide your company's direction and decision-making! Listen to Episode 196 here.

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In this episode of the How She Did that Podcast, our focus is on the importance of mission and vision statements for your business. These are not just documents to be created and forgotten; they are the guiding stars for your business's direction and decision-making.

I broke down the difference between mission and vision statements and provided examples from well-known companies like Starbucks, Nordstrom, Duolingo, TikTok, IKEA, Disney, and the BBC.

I also shared practical tips on how to infuse these statements into the daily life of your business, such as:

• Post them on your company website.
• Include them in client intro and onboarding content.
• Engage your team by asking how they've lived out the mission or worked towards the vision.
• And more!

Join me next week for Part 2, as we delve into creating strong core values statements.

Head over to tashabooth.com/podcast for more resources and ways to work with me!

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In this episode of the How She Did That Podcast, I am sharing three key steps to creating the perfect agency SOP.

SOPs or Standard Operating Procedures, are an important part of creating templated systems and processes within your agency. With these guides in place, it is much easier to ensure consistency among your team as they work together and support clients.

In this episode you'll learn:

• The importance of breaking down complex processes into smaller, more manageable SOPs
• How to set up your SOPs to accommodate different learning styles
• Best practices for housing SOPs

Click here to watch a video demonstration of our SOP creation process at The Launch Guild.

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In this episode of the How She Did That podcast, we dive into the art of client satisfaction without the need for extravagant gifts or expenses. I share three actionable strategies that can significantly boost your client's happiness and ensure a thriving, repeat business relationship.

1. Define Success with Your Client - Understanding what success looks like to your clients is crucial. This ensures that you're focusing on what truly matters to them and addressing any potential fears they might have about the partnership.
2. Keep Your Clients in the Loop - Communication is key. Clients may feel anxious about the process because they're not the experts. By keeping them informed about the progress, what's happening each week, and what's coming next, you can alleviate their concerns and build trust.
3. Follow Through on Your Promises - Simply put, do what you say you'll do. Clients appreciate transparency and accountability.

By implementing these three strategies, you can create a business that not only meets but exceeds client expectations, fostering a relationship they'll want to return to time and again.

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