Change an agency automation without losing track of the result
An automation change needs a defined problem, an owner, a record of the current behavior and checks for the proposed behavior.
Agency operations
Practical guides to agency operations for owner-led marketing agencies.
Guides in this topic
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Design exception handling for an agency automation workflow
An automation exception needs an owner, an affected record, a clear failure description and an authorized recovery action.
Where human review belongs in agency automation
Put human review where a workflow interprets uncertain information, changes a commitment or takes an action that is difficult to reverse.
Marketing agency software: how to choose an operations system
Decide what to keep, connect or replace in your agency software stack. Evaluate client onboarding, permissions, migration and implementation.
Run an agency operations review around blockers and ownership
An agency operations review should identify stalled work, unresolved decisions, unowned handoffs and commitments that need a change.
A handoff checklist for agency workflows
A reliable handoff identifies what is being transferred, the sending owner, the receiving owner, the required information and the evidence that the next step was accepted.
Measure an agency workflow before and after automation
Measure the same workflow boundary before and after a change.
Write an agency workflow SOP that somebody else can use
A workflow SOP should explain the trigger, required inputs, responsible roles, steps, completion check and exception route.
What should a small marketing agency automate first?
Choose an agency automation using frequency, process stability, impact, data quality, exception handling, and a clear owner. Start with a manageable pilot.
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