Tag
Processes
4 posts tagged processes.
Posts tagged Processes
June 11, 2026 · 5 min read · agency operations
Spreadsheet to CRM migration: the agency playbook
The spreadsheet to CRM migration playbook for agencies: sheets as your schema draft, tiered import, the two-week parallel run, and killing the sheets.
June 11, 2026 · 5 min read · agency operations
How to evaluate agency software: a trial that decides
How to evaluate agency software with a one-week trial that decides: real data, the messiest client, the break test, the exit test, month-18 math.
June 10, 2026 · 5 min read · agency operations
Agency SOPs that survive growth (and the ones that don't)
Why agency SOPs die in Google Docs, the reference-vs-executable distinction, the five processes to document first, and the maintenance rule.
June 10, 2026 · 6 min read · agency operations
Agency capacity planning for teams that hate timesheets
How to run agency capacity planning without timesheets: honest deliverable hours, client weight classes, the 70–85% commitment band, and hiring triggers.