Streamlining Success: How to Build SOPs for a Growing Marketing Agency

Running a growing agency means balancing big-picture goals with the day-to-day details of client work and team operations. The Agency Owner and her team wanted to prepare for future growth by getting their systems in place, so onboarding and off-boarding clients wouldn’t feel overwhelming.

The Shift

We started by capturing every step of their customer journey, from new client inquiries to onboarding, to ongoing communication, to off-boarding. Together, we identified which SOPs (Standard Operating Procedures) and systems were most critical, including:

• Task management

• Team communication

• Lead capture

• Client onboarding + off-boarding

• Project delivery

I then created templated SOPs and training resources so the team could run these processes consistently and confidently—saving time now and setting them up for long-term growth.

The Results

With SOPs and workflows in place, Kathryn’s team now has:

• Clear documentation for onboarding and off-boarding clients

• A consistent framework for team communication and project management

• More time to focus on growth, without being buried in admin

  
  

As Kathryn shared:

“Working with Dana was a game changer for us. She understood our business and created systems that make our day-to-day easier. We continue to see the benefits—and most importantly, our clients are reaping the benefits too.”

Why It Matters

Strong systems don’t just save time—they elevate the client experience. By investing in business systems and SOPs, Kathryn set her agency up to scale sustainably while giving her team more clarity and confidence.

If you’re a creative business owner, it’s never too early to start documenting and simplifying your processes. The right systems free you up to focus on what matters most: your clients, your team, and your growth.

👉 Ready to organize your business for growth? Let’s chat about creating systems for creatives that save time and set you up for success.

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