Sam Bird – Workflow Essentials Course

Here’s What You Get:

The Core Workflow Essentials Curriculum – 2+ hours of material teaching you everything we know about growing with systems from setting up your software, writing SOPs to building a team.

1:1 Support & Private Community – Access to 1:1 message support through our staffed forums, course comment sections and direct chat.

Resource Library – My entire swipefile of SOPs, templates, email scripts, hiring materials, and automations that you can copy and customize for your business.

Notion Essentials Course – Our beginner-friendly mini-course that will help you and your team master Notion in less than a day.

AgencyHQ Notion Template & Course – Our all-in-one Notion template to (trusted by 500+ businesses) to manage clients, leads, content, employees, and more effortlessly. It includes:

• Client Projects – Manage all your projects, deliverables, tasks, meetings & reports in one place.
• CRM – Track all your leads and never forget to follow-up with a prospect again.
• Content Manager – Get serious about content creation and repurpose across multiple platforms.
• Hiring Dash – Manage your entire hiring process without having to pay hundreds of dollars in expensive HR software.
• Finance Tracker – Manage your finances directly in Notion; notice revenue trends and create budget plans.
• Team Management – Automate on and offboarding checklists for both your new hire and internal team.
• Operating System – Store Goals, KPIs, SOPs, Team Meetings, Issues and much more!

Phase 1: MAP Your Delivery Process

This is the foundation for everything else. You’ll create a visual “Process Map” of every step from client sign-up to offboarding. Then identify which parts to systematize and clarify who’s responsible for what.

Phase 2: CREATE Your SOPs & Software

Now you’ll execute your plan by creating “Wiki-items”—SOPs, templates, checklists, and automations. Plus set up your project management system so everyone knows what to do, when to do it, and how to do it perfectly.

Phase 3: DELEGATE to Your Team

Finally, you’ll establish “ways of working”—accountability mechanisms that ensure your systems actually get used. Then hire and train the right people using our proven process.

Module 1: Map Your Fulfilment System

• Lesson 1: What to Expect – (9 minutes)
• Lesson 2: Map Your Fulfillment Process – (10 minutes)
• Lesson 3: What is a Wiki-item? – (5 minutes)
• Lesson 4: Improve Your Fulfillment Process – (21 minutes)
• Lesson 5: Define Roles & Responsibilities – (4 minutes)

Module 2: Build Your Software, SOPs & Automations

• Lesson 1: Setup Your Project Management Software – (27 minutes)
• Lesson 2: Create a Client Portal (or Project Log) – (3 minutes)
• Lesson 3: Write Your SOPs – (5 minutes)
• Lesson 4: Create Your Automations – (3 minutes)
• Lesson 5: Setup Your Wiki – (9 minutes)

Module 3: Hire Your Dream Team

• Lesson 1: Operating System (KPIs, Issues & Meetings) – (13 minutes)
• Lesson 2: Your Next Best Hire – (6 minutes)
• Lesson 3: Ideal Hiring Process – (7 minutes)
• Lesson 4: Ideal Onboarding Process – (7 minutes)
• Lesson 5: Continuous Systemization – (3 minutes)