Storing internal resources, tools, passwords, successful ads content, and everything else in Notion made it much easier to reduce the knowledge gaps that were occurring when employees would leave.
And there were other benefits too, including less time searching for information internally, more efficient onboarding for new team members, improved quality assurance — and, ultimately, happier clients.
SOP #3: Add a Traffic Manager 🚦
Sarah and her team ran into a new issue after closing their knowledge gaps and optimizing communication; namely, bandwidth. Clients leveraged their insights into the processes and increased communication opportunities to ask for work to be done more quickly, and both team members and output struggled as a result.
The SOP solution for this was clear — Sarah added a Traffic Manager to the team. Having a person who was aware of client demands and capable of balancing them with internal resources helped to keep projects on track and avoid internal fatigue, which in turn kept the company’s output sharp.
SOP #4: Automate Data Collection & Reporting 📋
Manual data collection and reporting is a well-known inefficiency for marketers, especially when data has to be verified and new reports always have to be created from scratch. With the right tools and the processes above, however, many of those obstacles can be removed.
First, an AI tool like LiveMetrics can collect data automatically, and tracking sheets with automated add-ons can verify accuracy. Second, that data can go into report templates that are stored in Notion instead of creating them from scratch. And third, account managers can refer to historical insights and communication protocols in that client’s Playbook.
