November 28, 2024
If you’re considering getting some help in scaling your business, and hiring an operations consultant, agency, or COO…
Here’s a glimpse of what the first 2 weeks should look like and what you can expect.
Week 1 - Deep Dive
Most consultants dive right into fixing whatever issues you tell them are most urgent, like a student taking charge of the lesson plan.
But it’s their job (not yours) to nail down goals, pinpoint real pain points, and call out the problems that are actually worth tackling first.
Here’s how we kick things off faster than you can swipe TikTok on a Sunday night binge:
- Revenue goals: Where are we headed in 90 days? In a year?
- Biggest roadblocks: Are leads, sales, or operations are slowing you down?
- Priorities: What must happen first?
Optimizing non-issues? Waste of time. We’re here to unclog the true bottlenecks.
Week 2 - Attack the Bottleneck
Now that we know what’s holding you back, we tackle the biggest issue, one system at a time.
Bottleneck 1: Inconsistent Leads
If our audit shows lead flow is the main hurdle, we jump right into building the system your business needs:
- The Perfect Offer: Are we solving urgent problems for the right people?
- The Lead Finder: Are we consistently engaging new prospects daily?
- The Lead Generator: Are we ready to double lead flow with low-cost ads?
Bottleneck 2: Endless Rejections
You’ve got leads and operations on track, but sales conversions aren’t where they need to be.
Here’s how we turn up the heat on closing deals:
- The DM Qualifier: Are we getting the right prospects on calls?
- The Call Closer: Are less than 40% of sales calls converting?
- The Lead Warmer: Are we staying top of mind?
Bottleneck 3: Broken Operations
Weak operations sink lifetime value (LTV)… If your backend isn’t solid, client churn will eat you alive.
Here are the foundational systems we prioritize:
- The CRM Maximizer: Do we have a seamless, integrated CRM?
- The Onboarding Automator: Can we onboard clients on autopilot?
- The Accountability System: Can we trust things get done without micromanaging?
The Bottom Line… You need to focus on systems that actually move the needle.
Every consultant or agency will install different solutions, but there are two non-negotiables:
1. They need to get your business and goals from Day 1
2. They should focus only on the biggest bottleneck
One goal, one week at a time.
Because it’s all about creating clarity, streamlining systems, and setting up accountability…
So you can predictably grow revenue every 90 days.
Try to do everything, and you’ll end up with nothing.
See you all next Thursday 👋
PS. Whenever you're ready... Here are three ways I can help you become more replaceable:
- Get actionable tips on systems & productivity weekly → Join
- Learn how to use ChatGPT to create SOPs in minutes → Free Access
- Learn how to streamline and scale operations to 7+ figures → Boost Ops
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