Ever feel like your team members just can't seem to read your mind? You've explained the process a dozen times, yet somehow the work still comes back nothing like what you envisioned?

Today, I dive deeper into one of the five crucial steps to remove yourself as the bottleneck in your online agency: documentation. Building on my recent YouTube video comeback, I explain why documentation is essential for creating freedom in your business and how to approach it strategically.

Why Documentation Is Your Key to Freedom

Documentation isn't just about having process guides—it's the foundation of effective delegation. Without clear documentation, your team members can't understand your expectations, which leads to you constantly stepping in to fix work and your team feeling untrusted.

Proper documentation allows you to move from merely delegating tasks to delegating decisions and outcomes—where true freedom lies. As I say in the episode, "That level of delegation is where the freedom comes."

Overcoming Common Resistance

If you're hesitating to document your processes, you might be thinking:

"It takes too much time"
"My work is too creative to document"

I address both concerns with my philosophy of "work hard once" (credit to Rachel Rogers) to create long-term efficiency. Even for creative work, I suggest documenting the before and after processes while leaving room for creative strategy in the middle.

The 3 Types of Documentation Every Agency Needs

1. Client-Facing Processes

Onboarding workflows
Communication templates
Deliverable standards that show what "A+ work" looks like

2. Internal Team Processes

Task handoff procedures in your project management system
Quality control checklists (my team has at least three people check deliverables)
Meeting structures that keep everyone focused and productive

3. Business Development Processes

Sales call scripts
Proposal templates (I use Dubsado)
Follow-up sequences for potential clients

Quick-Start Documentation Method

Feeling overwhelmed? Start with these simple steps:

Record yourself doing the process as a Loom video
Have an operations person create written SOPs from the recording
Use simple tools—I find "Loom and Google Docs and then linking it all in our project management system" works perfectly
Prioritize documenting processes where you frequently give the same feedback

The Path to Freedom Takes Time

I remind listeners that building solid documentation takes time—it took my team over a year and a half to feel confident in our project management system. What matters is starting the process and being consistent.

"If this doesn't feel really good at first, even three to six months from now, that's okay. It doesn't mean that you're doing it wrong, it just means that it's taking time."

By investing in documentation now, you're creating the foundation for a team that can work without your constant input, giving you the freedom to focus on CEO-level tasks and strategy.

Resources Mentioned

Hosted on Acast. See acast.com/privacy for more information.

The First Step to Freedom: Document Your Genius

Powered by Wave AI