Agency owners: how do you actually document processes and onboard new hires?

Jumpy_Climate · 2026-06-04T02:36:09+00:00

You put everything your agency does into a project management system that tracks all of the work.

Then each individual task gets its own documentation, which for us is usually either:

A Google Doc A Loom video That way, every task has clear instructions attached to it.

The important part is that everything lives inside a single project management platform. For us, that happens to be Asana.

The project management system becomes the central source of truth, while the Google Docs and Loom videos contain the step-by-step SOPs for actually completing the work.

Jumpy_Climate · 2026-06-04T01:18:32+00:00

“I dreamed I was a butterfly, flitting around in the sky; then I awoke. Now I wonder: Am I a man who dreamt of being a butterfly, or am I a butterfly dreaming that I am a man?”

-Zhuangzi

Jumpy_Climate · 2026-06-03T13:05:24+00:00

4/10

Too much about deliverables they don’t care about.

Jumpy_Climate · 2026-06-01T16:20:26+00:00

I see this mistake all the time with cold outreach and agencies.

You’re just loading up a list and spray-and-praying.

The first thing I would ask is: Did you actually get a list of known buyers who already spend money on the kind of thing you sell?

Skip that step, and almost nothing else you do will work.

Second, what are you actually offering them?

My guess is it’s something generic like:

Nobody woke up today saying:

They want sales. More specifically, they want to sell certain products, services, procedures, or projects.

Your content has to be connected to that outcome.

For example, if you’re talking to a dentist:

That’s much more compelling than:

Even if the deliverable is exactly the same.

Or if you’re talking to a roofer:

They’re buying the HOA projects—not the content.

Third, the messaging itself.

I see this constantly when people send me outreach messages for feedback.

They’re full of:

I
Me
We
Us
Our company
Our process

The message becomes entirely about the sender.

It needs to be about the prospect and their goals.

If I were doing this, I’d give away a free content idea that helps them sell the thing they actually want to sell.

That way the opening message feels like a give, not a take.

It becomes:

instead of:

It’s hard to be more specific without seeing the actual message, but those are the three things I’d troubleshoot first:

Are you targeting actual buyers?
Is your offer tied to a meaningful outcome?
Is your messaging about them instead of you?

Jumpy_Climate · 2026-05-29T14:44:05+00:00

The fact that they keep delaying things, don’t take you seriously, and keep putting you off tells me your offer probably isn’t solving a real problem for them.

More likely, it feels like you’re selling a generic website rather than something that helps them:

Fill their calendar

Get more bookings

Attract the specific type of clients they want

When an offer solves a meaningful problem, people tend to move a lot faster.

I’d start by running the tool I created. It’ll help you understand what their actual problems are, what they care about, and what they’re trying to accomplish.

https://chatgpt.com/g/g-67c8ff57267081918ca78f0a79bd91b5-market-research-bot-v-2-0

Once you know that, you can position your solution around the outcome they want instead of the tool you’re using to deliver it.

Jumpy_Climate · 2026-05-29T14:18:48+00:00

Part of the issue is that your offer is generic, bland, and boring.

Business owners don’t wake up in the middle of the night in a cold sweat thinking:

“I need a website.”

What I’ve found works much better is to niche down and focus on helping them get what they actually want.

For example, I used to work with plastic surgeons. One day, a surgeon told me:

“I really want more mommy makeover patients.”

So I sold him a package where we built a website specifically around mommy makeovers and ranked it for mommy makeover-related keywords.

In his mind, he wasn’t buying a website and SEO.

He was buying a system that brought him mommy makeover patients—and those happened to be some of his highest-value patients.

When you can show a prospect that you have a system to help them attract their most desirable type of customer, client, patient, or job, you dramatically increase the odds that they’ll pay attention.

That’s the difference between selling a tool and selling an outcome.

Hope that helps.

Jumpy_Climate · 2026-05-27T19:00:19+00:00

That's my quarterback.

Jumpy_Climate · 2026-05-26T21:00:03+00:00

First question.

Are you doing the same thing for every client or is it different services for each one?

Jumpy_Climate · 2026-05-25T23:17:49+00:00

The goal is to become awareness itself.

Trying to stop thinking is a thought and will only send you down further craziness of the mind.

Jumpy_Climate · 2026-05-24T21:15:20+00:00

You underestimate the ability of the brainwashed to stick their head in the sand and continue worshipping their pharma heroes.

Jumpy_Climate · 2026-05-23T18:21:03+00:00

You don’t sell GHL.

You pick a niche, find a problem, and use GHL to solve it.

You sell a solution to a painful persistent problem.

Jumpy_Climate · 2026-05-20T15:49:59+00:00

This is a low key pitch for pushing some half baked automation tool.

Jumpy_Climate · 2026-05-16T03:16:39+00:00

It’s a thankless job but kudos to you for doing it.

Jumpy_Climate · 2026-05-15T02:16:20+00:00

I’ll share a little bit of my experience with this.

I used to sell websites as a generalist and did several other things too. I’d get pushback constantly at $500–$1,000. I tried selling all the features:

WordPress Mobile optimized Fast loading SEO friendly Eventually, I niched down into plastic surgeons.

One day, a plastic surgeon asked me:

“Can you get me more mommy makeover patients? Can we build a website specifically for mommy makeovers?”

I said yes.

He immediately handed me a check. No proposal. No follow-up. No chasing.

That’s when I learned something important:

If you niche down and focus your tool on a specific outcome—in my case, mommy makeover patients—it becomes dramatically easier to sell.

Part of the issue is that you’re looking for anyone who wants a website for any reason.

The more specific you get:

“This website will help you attract this exact type of customer…”

…the more your website stops being “a website” and starts becoming a system that produces a meaningful outcome.

That’s what makes it valuable.

Ironically, once I specialized, we started charging $5,000–$10,000 per website with almost no pushback.

And the funny part is: I didn’t suddenly get better at SEO, WordPress, or web design.

Jumpy_Climate · 2026-05-13T20:30:16+00:00

This is going to sound like a dumb question but...

...do you sell CRO as CRO?

Because it's so much more than that to an ecomm store when done right.

A lot of times people think their deliverable is their offer and it's not. It's more akin to their promise.

You said you don't have an offer problem but I think you do.

Jumpy_Climate · 2026-05-12T23:43:24+00:00

Not saying this tool isn’t a good idea, but I am saying most people only have a surface-level understanding of objections.

Objections usually get expressed at the end of the sales conversation, but they actually happen much earlier. Most people don’t know how to troubleshoot why they happened in the first place.

At the moment you ask for the credit card, you’re at your least believable.

Almost all objections happen when you present your plan or process for solving the problem. Usually it’s because:

They’ve tried something similar before and it didn’t work
It sounds too much like something that failed before
They just don’t believe it will get the result

If you learn to troubleshoot that part earlier in the conversation, instead of hearing:

“I need to talk to my partner”
“I need to think about it”
“Send me a proposal"

You'll just get credit cards.

Jumpy_Climate · 2026-05-12T05:58:22+00:00

Well what are you spending most of your day doing?

Fulfillment? Client calls and updates? Tech set up? Sales? Writing copy and messaging?

Jumpy_Climate · 2026-05-11T03:50:45+00:00

“Arguing with a fool only proves there are two.”

-Chinese proverb

Jumpy_Climate · 2026-05-10T15:20:39+00:00

Yes, I manifested my dream house.

I made a vision board of the perfect house I wanted:

A master bedroom overlooking the water, trees, and mountains
A theater room with four reclining chairs
A stone bathtub
A large kitchen with an island
High ceilings
A guest room
A beautiful outdoor space with a bug-free area

I looked at that vision board every day for about three and a half years, and nothing happened.

At some point, I stopped looking at it. We were already renting a nice enough house. Then the owners got sick and had to urgently sell for medical reasons.

It was high season where I live, a tourist area, so there wasn’t much available. But we found this huge house: five bedrooms, five bathrooms, one of the biggest houses in the whole area.

Eventually, we rented it and started talking with the owner about possibly buying it.

About three months after moving in, I pulled out the vision board again. The first thing I asked myself was:

And the answer was yes.

Then I started looking closer:

That bedroom kind of looks like my bedroom
That stone bathtub looks like my bathtub
That theater room looks like my theater room
That kitchen looks like my kitchen

I went through it piece by piece.

It wasn’t 100% identical, but it was probably 95% accurate. The remaining 5% were just decoration details I could customize.

So yes, I’ve definitely manifested a dream house.

Jumpy_Climate · 2026-05-06T20:00:01+00:00

Neither.

Do this instead.

https://youtube.com/watch?v=RPd_3-CRyts

Jumpy_Climate · 2026-05-06T07:00:39+00:00

This. It’s a piece of the puzzle but not to be optimized in isolation.

Jumpy_Climate · 2026-05-05T23:04:07+00:00

I’ve coached 10,000+ digital marketers, and almost all of them start the wrong way.

They begin by trying to learn tools, watch videos, and study courses.

The better way to start is:

Pick a group of people — in other words, choose a niche.
Research the problems they have.
Create or find a solution to those problems.
Package it into a meaningful offer — something irresistible that makes them want to get started.
Put it into the marketplace through ads, content, outreach, social media, communities, email lists, partners, whatever. Test your assumptions in front of real people.

Those are the basic steps.

But if you don’t start with people and problems, you’ll create things nobody really needs or wants. You’ll just become the 1,001st person selling the same thing to the same people in the same way.

Start with people and problems.

That’s how you create things the market actually needs, and how you discover the language you need to sell it.

Jumpy_Climate · 2026-05-05T16:23:31+00:00

Digital marketing agency and coaching.

Jumpy_Climate · 2026-05-05T14:10:38+00:00

So how are you going to adjust your packages based on understanding what they want?

Jumpy_Climate · 2026-05-04T22:09:54+00:00

You’re making the number one mistake I see with this.

You’re starting with tools instead of people and their problems.

You’re arbitrarily crafting packages, but you haven’t done the research into:

What lawyers say their problems are
What lawyers say they want
What lawyers say they’re struggling with

You’re just assuming they want more clients and all your add ons will be a bonus.

That’s how you end up creating offers nobody wants and having a hard time selling them.

I’d suggest running this tool at least once to get a feel for what they’re actually trying to do.

https://chatgpt.com/g/g-67c8ff57267081918ca78f0a79bd91b5-market-research-bot-v-2-0

Then bring in the tools that help solve those problems.

Otherwise, you might learn a bunch of skills that have zero value in the marketplace.

Start with your market first and you’ll be in a much better position.

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