Team & Agency Operations

Manage team handoffs, document processes, and build systems that scale without losing quality or burning out.

What members have built

1:1 Meeting System

Good 1:1 meetings help team members grow, but they're hard to run consistently. This system captures meeting transcripts automatically and routes them to each person's folder. It provides structured templates with coaching questions and tracks development goals over time. Instead of reinventing each meeting, you follow a proven framework that helps your team members actually improve.

Team Handoff Tracker

Delegating work is easy to talk about but hard to actually do. You say you'll hand off a client, then find yourself still doing the work three months later. This system creates a 12-week plan for transitioning responsibilities, with clear milestones and account ownership tables. The 'Letting Go Tracker' asks you each week: did you actually stop doing this task? It holds you accountable to the delegation you planned.

Judgment Tests

How do you know if a team member is ready to handle client decisions independently? This system presents 10 realistic scenarios - budget overspend, underperforming campaigns, urgent client questions, unexpected problems. Team members explain what they would do, and responses are scored as Pass, Partial, or Needs Work. You get concrete evidence of their decision-making ability, not just a feeling.

Focus Check-in System

It's easy to start your workday checking emails and reacting to whatever seems urgent. This system shows you what actually matters: today's calendar, your in-progress tasks, and your 12-week goals. It runs automatically when you start a session, so you begin each day with clarity about your priorities instead of getting pulled into distractions.

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