Resources:

Job Posting Template

Freelancer Agreement Template

Download the Free Notion Hub Template

All Agency Roles

• Ownership
• Vision/Direction
• Leadership
• Quality Control
• Sales
• Content
• Marketing
• Sales Calls
• Lead Gen
• Portfolio
• Management
• Proposals
• Contracts
• Invoicing
• Questionnaires
• Emails
• Timelines
• Communication
• Delivery
• Figma Design
• Webflow Development
• Implementing Feedback
• SEO
• Ads Setup
• Etc.

Ownership

The owners job is to move the business forward

• Setting company vision and goals
• Strategic Direction (innovation)
• Quality Control

You’re using your creative mind to design a great business

Sales

Access The Main Resource Hub Here

Feed the business, then care for it

• Create and maintain a great portfolio
• Content Creation
• Marketing Strategies
• Sales Calls
• Follow-up

Management

Busy work that can be mostly templatized and automated

• Proposals (Template)
• Contracts (Template)
• Invoices (Automated)
• Questionnaires (Template)
• Emails (Template)

Management that requires organizational skills

• Tracking timelines and keeping pace
• Communicating Progress with client

Deliverables

A skilled expert to deliver the work

• The more skilled = the more expensive = the less you have to do
• Must be reliable and available
• Must keep you in the know
• Being able to communicate with clients is a huge bonus

Take a look at the current structure of your agency and ask yourself who is currently doing each category of tasks

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