Training Clients to Follow Your Processes, with James Rose – Episode 38.

In this episode, we had the pleasure of talking to automation wizard James Rose about the most important processes you need to have in your agency, and how to help train your clients to follow those processes. Points of interest… There’s more information regarding each point in our blog notes beneath the video. Key processes to avoid scope creep with clients: 1:35 Principles for creating streamlined processes: 4:04 Importance of positioning processes from the offset: 6:38 Getting clients onboard with new processes: 8:18 Proposal pitfalls to avoid: 12:08