Despite what we see in the media, business partnerships are almost never perfect. Individual perspectives and experiences can give way to conflict with the power to slowly dismantle your business. However, accepting and planning for conflict can help you leverage your differences in ways that can significantly improve your operations and ultimately strengthen your organization.

In this episode of Automate Your Agency, Alane and Micah unravel the myth of "effortlessly successful business partnerships" and shed light on the ongoing effort required to maintain a healthy, productive relationship. Tune-in as they dive deep into their personal experiences and share their innovative system to help manage conflicts and streamline decision-making to enable you and your organization to prioritize and execute efficiently. You do not want to miss this!

Why Listen? 👇

• (0:00) Hear How We Navigated the Challenges of Business Partnerships
• (6:10) Learn to Balance Different Work Styles
• (10:06) Implement an Efficient Request System with Forms and Templates
• (13:21) Discover the Importance of Providing Context
• (15:16) Explore Our Strategy for Managing and Prioritizing Request Backlogs

Request examples of our Idea Submission Template and Form to see how we submit our idea and meeting requests!

If you found this episode valuable and want to help other businesses reap the rewards, would you mind leaving us a 5-star review? It will help with show rankings and give more listeners the opportunity to find our show.

Don't forget to subscribe so you never miss an episode! Thank you and see you next time!

Tools mentioned in this episode:

ClickUp

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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 workdayninja.com.

Want more valuable content and helpful tips?

Explore our Courses/Programs:

• Apply to our "Get to OOO” group coaching program
• Complete our self-paced Process Mapping course

Enjoy our Free Tools:

• Free Asana, ClickUp, or Monday.com Selector Tool
• Get 25 Free Custom Automation Ideas for your Business

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Did you know researchers found that a well-defined employee onboarding process improves new hire retention by 82% and their productivity by more than 70%? 🤩

Employee onboarding doesn't have to be elaborate, but it should be leveraged to make your new hire feel prepared, welcomed, and seen. Expending a little extra effort to master your first impression will go a long way!

In this episode of Automate Your Agency, Alane and Micah unpack how a successful team building exercise became a valuable cornerstone in their employee onboarding process. Tune-in to learn how their unique personality playbooks have helped them build a more tight-knit, engaged global team and how you can enjoy the same benefits in your business! 🎉

Why Listen? 👇

• (1:56) Uncover the Inception of the Personality Playbook
• (3:05) Learn How to Implement Personality Playbooks into your Onboarding Process
• (5:28) Understand the Benefits of the Personality Playbook
• (7:01) Hear the Importance of Welcoming New Hires Properly

Feel free to review Alane's Personality Playbook to see it in action and check out 16 Personalities to take your free personality test today!

Are you interested in building a personality playbook of your own? Create Your Free Arvo account to leverage the personality playbook template that Alane and Micah use with their team!

If you found this episode valuable and want to help other businesses reap the rewards, would you mind leaving us a 5-star review? It will help with show rankings and give more listeners the opportunity to find our show.

Don't forget to subscribe so you never miss an episode! Thank you and see you next time!

__________________________________________________________________________________________________

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 workdayninja.com.

Want more valuable content and helpful tips?

Explore our Courses/Programs:

• Apply to our "Get to OOO” group coaching program
• Complete our self-paced Process Mapping course

Enjoy our Free Tools:

• Free Asana, ClickUp, or Monday.com Selector Tool
• Get 25 Free Custom Automation Ideas for your Business

Connect with Us:

• Join our Community
• Follow us on Instagram
• Follow us on LinkedIn
• Subscribe to our Youtube channel

Knowing when to implement processes in your business is critical; premature focus can hinder growth, while delayed focus can cause burnout and inefficiency. So when should you actually start worrying about your processes? 🤔

In this thought-provoking episode of Automate Your Agency, Alane and Micah discuss the key indicators for finding the process implementation sweet spot. Tune-in to learn how leveraging tools like Loom can make process documentation a breeze and how visual process diagrams can supercharge your team's ability to execute! 🎉

Why Listen? 👇

• (1:15) Learn When to Start Focusing on Processes
• (7:02) Explore Creating Effective Processes Through Delegation and Collaboration
• (11:58) Learn to Optimize Process Documentation with Loom and AI Tools
• (16:32) Discover How Visual Diagrams Can Help Streamline Your Processes

If you're interested in building process diagrams that drive more knowledgeable and efficient teams, join our Free Process Mapping Course to start creating today. 🚀

If you found this episode valuable and want to help other businesses reap the rewards, would you mind leaving us a 5-star review? It will help with show rankings and give more listeners the opportunity to find our show.

Don't forget to subscribe so you never miss an episode! Thank you and see you next time!

Tools mentioned in this episode:

• Loom
• ChatGPT
• Front App

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 workdayninja.com.

Want more valuable content and helpful tips?

Explore our Courses/Programs:

• Apply to our "Get to OOO” group coaching program
• Complete our self-paced Process Mapping course

Enjoy our Free Tools:

• Free Asana, ClickUp, or Monday.com Selector Tool
• Get 25 Free Custom Automation Ideas for your Business

Connect with Us:

• Join our Community
• Follow us on Instagram
• Follow us on LinkedIn
• Subscribe to our Youtube channel

Have you ever calculated how much your internal meetings are costing your business? Not just in dollars and cents, but what impact does it have on your team's productivity?

In Episode #5 of Automate Your Agency, Alane and Micah discuss the high costs of merely holding meetings versus running truly efficient ones. Tune-in to hear Micah's "official efficient meeting process" and the tools we use to get the most out of meetings or eliminate them entirely.

Why Listen? 👇

• (2:26) Hear Our Journey to More Efficient Meetings
• (6:35) Learn How to Streamline Meeting Requests with Project Management Tools
• (12:37) Explore Eliminating Meetings with Standardized Collaboration

We hope you'll join us, and don't forget to subscribe so you never miss an episode!

If you found this episode valuable and want to help other businesses reap the rewards, would you mind leaving us a 5-star review? It will help with show rankings and give more listeners the opportunity to find our show. Thank you and see you next time!

Tools mentioned in this episode:

• Grain
• Asana
• ClickUp
• Monday

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 workdayninja.com.

Want more valuable content and helpful tips?

Explore our Courses/Programs:

• Apply to our "Get to OOO” group coaching program
• Complete our self-paced Process Mapping course

Enjoy our Free Tools:

• Free Asana, ClickUp, or Monday.com Selector Tool
• Get 25 Free Custom Automation Ideas for your Business

Connect with Us:

• Join our Community
• Follow us on Instagram
• Follow us on LinkedIn
• Subscribe to our Youtube channel

"If my top performer could just manage the team and teach everyone how to operate at their level, my life would be so much easier!" Sound familiar? It's a common and actionable notion shared by many business leaders, but is it always what's best for our business? 🤨

In this thought-provoking episode of Automate Your Agency, co-hosts, Alane and Micah, unpack the misconception that top performers will naturally (and gracefully) transition into being effective managers. Tune-in as we explore the hidden risks in this assumption and how to effectively engage your team to help you identify their true leadership potential. 🕵️

Why Listen? 👇

• (0:00) Hear the Pitfalls of Promoting Top Performers to Management
• (2:35) Identify What Makes a Good Manager
• (4:00) Get Ideas for Retaining Top Performers Without Promoting Them to Managers
• (8:17) Learn How To Identify and Support Potential Managers Across Your Teams
• (14:00) Implement Monthly Check-Ins to Learn Your Team's Strengths and Motivations

If you found this episode valuable and want to help other businesses reap the rewards, would you mind leaving us a 5-star review? It will help with show rankings and give more listeners the opportunity to find our show. Thank you and see you next time! 👋

Don't forget to subscribe so you never miss an episode! 🎉

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 workdayninja.com.

Want more valuable content and helpful tips?

Explore our Courses/Programs:

• Apply to our "Get to OOO” group coaching program
• Complete our self-paced Process Mapping course

Enjoy our Free Tools:

• Free Asana, ClickUp, or Monday.com Selector Tool
• Get 25 Free Custom Automation Ideas for your Business

Connect with Us:

• Join our Community
• Follow us on Instagram
• Follow us on LinkedIn
• Subscribe to our Youtube channel

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

If you found this episode valuable and want to help other businesses reap the rewards, would you mind leaving us a 5-star review? It will help with show rankings and give more listeners the opportunity to find our show. Thank you and see you next time!

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 workdayninja.com.

Want more valuable content and helpful tips?

Explore our Courses/Programs:

• Apply to our "Get to OOO” group coaching program
• Complete our self-paced Process Mapping course

Enjoy our Free Tools:

• Free Asana, ClickUp, or Monday.com Selector Tool
• Get 25 Free Custom Automation Ideas for your Business

Connect with Us:

• Join our Community
• Follow us on Instagram
• Follow us on LinkedIn
• Subscribe to our Youtube channel

Can a single ClickUp list really save you hours in client onboarding and account management? You bet it can!

In this week's episode, join Alane and Micah as they reveal how creating an Internal Client Hub in their project management tool (ClickUp) unleashed efficiencies they had only dreamed were possible! From eliminating internal status meetings to automating client onboarding, you'll learn just how powerful a simple, well-designed solution can be.

In this Episode, we'll cover...

• (0:00) The Journey to the Internal Client Hub
• (2:06) Our Solution for Eliminating Internal Client Onboarding
• (4:18) Simple Tracking of Engagement and Budget Details
• (6:59) Say "Sayonara!" to Status Update Meetings and "Hello" to Better Business Insights!
• (10:50) Analyzing Client Portfolio Health and Resource Allocation
• (13:50) Powering Automated Client Check-in Reminders
• (15:44) The Simplicity of the Client Hub

If you found this episode valuable, will you leave us a 5-star review? It will help with show rankings and give more listeners the opportunity to find our show and reap the benefits. Thank you and see you next time!

Tools mentioned in this episode:
ClickUp
Asana
Monday
Pipedrive

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 workdayninja.com.

Want more valuable content and helpful tips?

Explore our Courses/Programs:

• Apply to our "Get to OOO” group coaching program
• Complete our self-paced Process Mapping course

Enjoy our Free Tools:

• Free Asana, ClickUp, or Monday.com Selector Tool
• Get 25 Free Custom Automation Ideas for your Business

Connect with Us:

• Join our Community
• Follow us on Instagram
• Follow us on LinkedIn
• Subscribe to our Youtube channel

If we told you that you could save one hour every day to actually work on your business rather than in your business, you might respond with "Ha! I'll believe it when I see it! In what world is this even possible?" 🤨

As leaders, our day is often spent answering an onslaught of repeat questions from our team or dousing fires that seem to spontaneously appear at the most inconvenient times. These disruptions lock us into reactive mode and when "quitting time" rolls around, we're left asking ourselves: "What did I actually accomplish?" "When am I ever going to be able to focus on [insert strategic task here]?"

Fret no more, friends. There is a solution, and it's easier than you think. 😀

Join us in the first episode of Automate Your Agency, as we (Alane & Micah) share the secret we discovered in our own endeavors to quieten the noise and regain control of our schedule. We'll talk you through the details of the systems, processes, and best practices so you can successfully apply these same foundational principles to help you (and your team) save at least 1 hour per day.

In this Episode, we'll cover...

• (3:39) Streamlining Operations Through SOP Documentation
• (7:08) The Delegation Decision
• (10:17) The Magic of Project Management Tools
• (16:22) How ClickUp Shaped Our Internal Communication Guidelines and Time Management Practices
• (18:41) The Cost of a Single Interruption
• (20:45) Selecting the Best Project Management Tool for Your Business
• (22:04) Empowering Your Team to Find Answers Independently....

Find the Project Management System that is right for you with our selector tool: https://form.typeform.com/to/pdwhka7L

If you found this episode valuable and want to help other businesses reap the benefits, would you mind leaving us a 5-star review? It will help with show rankings and give more listeners the opportunity to find our show. Thank you and see you next time!

Tools mentioned in this episode:

• Clickup.com
• Asana.com
• Monday.com
• Loom.com
• Project Management Tool Selector

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 workdayninja.com.

Want more valuable content and helpful tips?

Explore our Courses/Programs:

• Apply to our "Get to OOO” group coaching program
• Complete our self-paced Process Mapping course

Enjoy our Free Tools:

• Free Asana, ClickUp, or Monday.com Selector Tool
• Get 25 Free Custom Automation Ideas for your Business

Connect with Us:

• Join our Community
• Follow us on Instagram
• Follow us on LinkedIn
• Subscribe to our Youtube channel