How She Did That

How to Create a Scalable Offer System for Your Online Agency


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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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How She Did ThatBy Tasha Booth

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