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How To Make Instagram Reels and Use Them to Your Advantage

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How To Make Instagram Reels and Use Them to Your Advantage

If there’s one thing that Instagram understood with the creation of Instagram Reels it’s that it’s not just content that’s king — it’s video content. With TikTok surpassing 1 billion global downloads within 18 months of its launch, the app’s endless feed of short, entertaining video clips quickly became an internet sensation.

But, in August 2020 — as countries like the U.S. considered banning TikTok due to privacy concerns — Instagram launched Reels as a set of new audio and video editing features similar to what users would find on TikTok. Flashforward to 2022, and this burgeoning video feature now accounts for up to 20% of user activity on Instagram.

With numbers like these, it’s easy to see why Reels remain a major play for Instagram — so we’re here to explain everything you need to know about Reels in order to use them to your advantage.

Aside from allowing users to record videos with sound or audio overlays, the Reel camera and editor also include the following features on mobile:

  • Editing tools: Create augmented reality effects, transitions, and the ability to speed up or slow down videos.
  • Audio attribution: Overlay the sound in videos with audio from other user uploads (while the app gives sound credits to the original account).
  • Stitchable takes: Make a video with just one long take or a combination of quicker takes.
  • Duets: Add your Reel to one made from another account for side-by-side interaction. Find the Reel you’d like to duet with and click the circle settings to “Remix a Reel.”
  • Instagram Shareability: Share Reels with just friends on your Stories or profile, or publicly in the Reels tab or Explore page.

Since June 2021, it’s worth noting that ads are now supported in the Reels tab, the Explore page, and your Feed once a user taps into the Reel scroll. With the range of ways Reels appear to Instagram users — especially where people who don’t follow your brand reside — your business has the opportunity to reach new audiences across the globe.

Here’s an example of what a Reels ad for your brand could appear as below:

Video Source

What’s distinct about Reels ads — and Stories ads — is that Instagram allows users to decide which ads appear to them. If they do not wish to see the ad, they can simply skip it or select the menu in the bottom right to hide or report it.

Step 1: Enter Reels mode within Instagram.

First, you need to know how to get to Reels on Instagram. You can start your Reels in 3 ways:

Select the + symbol at the top right of your homepage and tap Reels.

Access Reels from Instagram home screen example

Open the Instagram Stories camera and tap Reels.Access Reels from Instagram Stories exampleSelect the Reels tab on the bottom of the app and tap the top right camera:Access Reels from Reels tab example

When you arrive at your Reels screen it should look something like this:

Instagram Reels recording start screen

If so, you are now ready to begin recording, adding videos, editing, and overlaying audio if you haven’t found the right sound yet.

Step 2: Begin recording a video or adding pre-saved clips.

Before you record or create your Instagram Reel first make sure you have the latest version of the Instagram app. Then access the Reels screen according to your preference. Once you arrive at the Reels screen:

Simply hold the center circle button and begin recording to start filming a clip.reels-screen-start-1Tap the square in the bottom left corner to add videos from your camera roll, TikTok, or other platforms.How to add pre-saved clips to Instagram ReelsBegin piecing together video clips or recording a longer video for a total of up to 60 seconds.

If you let go of the record button but still have time left in your Reel video, you can hold the button again to start a second clip that starts immediately after the first ends. As you record one or multiple clips for your Reel, the progress bar and countdown at the top of the screen will show you how much recording time you have left.

Instagram Reels countdown timer and progress bar

How to Add Effects to Reels

To add effects to your video simultaneously, you can select the editing option located on the left side of the Reels screen:

Change the design of your video by tapping Layout and choosing one of the grid options provided like this dual-screen.

How to change the Instagram Reels layout screen

Slow or increase your video playback by choosing the Speed your video to set the pace.Change the speed of an Instagram ReelGo hands-free and record by timer when you select the stopwatch symbol.

Use Instagram Reels countdown recording timer

Choose between a 3 or 10-second timer, then drag the meter by the number of seconds you want your clip to be. To stop recording, re-tap the center circle button as you like.

Add a filter for additional creativity by selecting one from the bottom of your screen.

Add Instagram filters to Reels

The filters for Reels are similar to Instagram Stories and many of these effects crossover between both video formats.

Step 3: Find audio for Reels.

Now it’s time to select audio and add it to your Reel. The audio feature enables you to overlay a pre-recorded sound from other users, songs available on Instagram, or your own audio.

If you are creating content around a specific song or sound bite, you may begin with this step prior to recording or adding clips. In either case, follow these steps to find the right tune to complete your Reel.

Select the Audio musical note on the left side of your Reel screen.Edit Instagram Reels with editing toolsSearch music in the search bar or browse Instagram’s song or audio suggestions.Search songs and sounds to add Instagram Reel audioChoose the part of the song or sound you will apply to your video.Choose the Instagram reel song or sound segment to add to Reel

Then, voila — your audio is now added to your Reel. Make sure that you preview how it will align with your video by tapping Next, then adjusting clips accordingly.

Preview Instagram Reel by going to Next screen

How to Use Original Audio on Instagram Reels

Pro tip — if you do not see a Reel song you like, you can always add your own. To import your own sound:

Select the Import button next to the Saved button.How to Import audio for Instagram ReelsAdd the video with the audio you’d like to use.Add original Instagram Reels audio from a pre-saved video

Your Original audio is added and you are now credited for the sound — meaning your Instagram profile icon will as the audio icon.How to receive Instagram Reels original audio credit

How to Find Trending Instagram Reel Songs and Sounds

If you want to find trending Instagram Reels audio, there are a few different options available. One of the easiest ways is to browse through Instagram itself: scroll through the Reel sounds used by popular accounts or search popular hashtags like #trending songs or #trending audio.

How to find trending audio for Instagram Reels

You can also find trending Reel songs and sounds to use by tapping the Reels you find on your Explore page, clicking the song name on the bottom left corner, and taking a look at how many people have made Reels with that sound.

Once you decide if a song is popular — and upward trending — you can then save it for when you’re ready to bring your Reel to life.

How to Save Music on Instagram

If the sound is indeed too good to let it scroll past you, simply select Save Audio to keep it.

How to save instagram reels audio

This audio will now live in your Saved folder so you can add it to a Reel when you’re ready.

Add saved Instagram Reels music to the saved folderYou can also receive periodic notifications from Instagram letting you know if a song saved to make a Reel has passed a certain threshold.

So whether you’re looking for background music to add an extra flair to your Reel or letting the audio take you viral, there are plenty of resources for finding the right sound that’s in tune with your vision to quickly get your Reel posted.

Step 4: Post a Reel on Instagram.

Now that you have created your Instagram Reel and found the perfect track, posting it to Instagram is easy. To have your Reel live in no time:

Select Next on the bottom right corner of your Reels screen to reach the sharing window.Begin posting Instagram reels from the Next screenChoose the best cover for your Reel by tapping Edit cover on the top of your screen.

How to edit the Instagram Reels cover

Select or deselect Also share to Feed to tell Instagram whether or not you want your Reel to be seen on your Instagram profile.Choose to also share Instagram reel to Feed or notIf you do not want to post it to your Feed, make sure the slider is gray and not blue.

Add your caption and hashtags as you would with your regular Instagram posts.Add an instagram reels captionAfter you decide whether to share your Reel to the Feed, at the bottom of the screen you have the chance to:

  • Tag people or brands in the video.
  • Rename Audio used in the video to your liking.
  • Add Location information on where Reel was shot.
  • Add Fundraiser events you are supporting.
  • Recommend on Facebook or show your Reel to anyone on the platform — Facebook friend or not.

Share an Instagram Reels to Facebook

  • Include a paid partnership label when you tap Advanced Settings at the bottom.

Add a paid partnership label from brand collaborations

Once you’ve added all of your preferences, you can now select the Share to Reels button in blue:

The final step to share an Instagram Reel

You’ve officially shared your Reel on Instagram! But if you start these steps and decide your minute — or less — masterpiece requires further edits, you can always save the Reel as a draft so you don’t have to restart:

Save an Instagram Reels as a Draft for later

Finally, Reels can also be sent as direct messages or even posted to your Instagram Stories, similar to the grid posts you publish to your Feed.

Instagram Reels FAQ

Do Reels show up on your Feed?

Your Reel will show up on your Feed like any other Instagram post with a film clapperboard icon on the top right of the video. So feel free to scroll through them like you would a traditional video upload:

How Instagram reels look in an instagram feed

They have the standard 1:1 square ratio or a 1080px by 1080px Instagram post size on your grid. But once tapped, they will have their distinct 9:16 aspect ratio with a width and length of 1080px by 1920px:

Instagram Reels in full dimension

Plus, your caption will sit under the Reel like the rest of your Instagram post captions whenever you choose the best time to post them.

When’s the best time to post reels on Instagram?

As far as we know, there is no “right” time to post Instagram Reels per se, but like any other form of Instagram content, the timing of your posts can play a role in their engagement metrics. If you want your Reel to be seen by as many people as possible, then you should post during peak times: the time of day when most of your audience is active on Instagram.

You can find out what your peak time is by using your Business or Creator Instagram account and tapping Insights to go to your Professional Dashboard.

View engagement metrics from Reels Insights Button

Here you will see when your audience is most active, their interactions, their likes, and more metrics that give you a better understanding of how to best reach your audience.

How to See Instagram Reels Insights

Once you tap Insights on your profile feed, you will be brought to your Insights Overview.

View Insights Overview screen for Reel metricsTo see what days or hours your audience is most interactive:

First, select Total Followers.Next, scroll to the bottom of the screen.Then, view Most Active Times.

Select Hours to see how many accounts are active at specific times of day by tapping the blue columns. Use the arrows to switch days:

View days your followers are most active and followers peak timesSelect Days to see how active your followers are on different days of the week by tapping the blue columns.

View hours your followers are most active and followers peak times

After you gauge how likely your audience is to interact with your Reel at a given time or day, you can now take it a step further and monitor your Reel’s performance:

Return to your Insights Overview and select Accounts Engaged.View Insights Overview screen for Accounts engaged metricsScroll down to Reels Interactions.Example of Reels interactions metrics and top reelsSee your most popular Reels according to likes.

Example of a top Instagram reel for an accountBy reviewing your Reels and audience Insights, you will be able to plan your content around what’s most engaging to your followers and post when they’re most likely to enjoy it.

What You Need to Know About the Instagram Reels Algorithm

Like most Instagram content, Reels are ranked by Instagram’s algorithm. This algorithm is based on a number of different factors that include post engagement, length, content, and more.

What you should remember about the algorithm is that there is no trick of the trade to rank higher in users’ feeds. While there are Instagram users who may try to garner high engagement through methods like contests and giveaways, these tactics will not necessarily lead to long-term success.

But what you can do to help your Reel content appeal to the Reels algorithm is keep these points in mind:

  • Create content that is short, sweet, and relevant to the current social times.
  • Post regularly so Instagram can expect you to produce a consistent amount of Reel content.
  • Be creative with your content and help lead trends instead of just following them.
  • Use Instagram’s tools to edit and improve your videos.
  • Add niche Instagram hashtags that are relevant to your products, services, and base.

So with a little bit of creativity and production direction, you can be a Reel connoisseur in no time.

Viral Brand Reels Examples

Whether you’re looking to create fun and engaging content to connect with your audience, or simply trying out a new Instagram marketing strategy, a Reel is a versatile tool that can help you achieve your goals. Especially, considering that Reels has increased Instagram engagement for brands like the NBA at a rate of 22% compared to the traditional Instagram videos.

But what can it do for your brand as you aim to increase awareness, reach, or sales? Let’s take a look at some examples of how brands are leveraging Reels today to do just that:

1. Nike: A Brand Story

If you want your customers to believe in your brand, they need to believe in your story. For instance, one brand with exceptional storytelling on and off Instagram is — you guessed it — Nike. In this Reel, they let us into the lives of athletes who use Nike to train, win, and most importantly, live their lives.

Watch the screen as the Reel pivots between the NBA Bucks’ Giannis Antetokounmpo as a child to him now as an NBA champion and listen to his emotional declaration on doing whatever it takes to succeed.

But what makes this spotlight on Giannis so impactful — 5 million views strong and counting — in just seconds is that this feeling is one many can relate to, especially their competitive base. Then, with the simple yet iconic black screen and white swoop, Nike is telling you that will help you win — that Nike is a part of what it takes. That’s a narrative that has made many backs this legendary brand.

2. HelloFresh: Products in Action

If your Instagram is all about selling a product, Reels are the perfect platform to show the quality of your creation in detail. If you’re promoting a service, Reels offers an opportunity to give your customers and followers a taste of what you do and how you do it.

For instance, take recipe ingredient delivery service HelloFresh:

This brand often uses Reels to cook their own recipes and showcase the delicious ingredients they provide for easy home cooking. By doing so, they are showing us the quality of healthy ingredients, ease of use, and taste satisfaction — the tenets of their products and services — and encouraging consumers to give it a try themselves.

3. Schiaparelli: A Behind-the-Scenes Peek

In this Reel, Italian fashion house Schiaparelli takes us behind the scenes of their haute couture design process, giving us a window into their brand that we wouldn’t have had otherwise — without a fashion degree.

By allowing us into the fold of their luxurious fabric selection, expert stitching, and creative fashion boards, the brand is showing us the expert execution it takes to create a one-of-a-kind Schiaparelli piece. We can now derive the value of the product through its craftsmanship, a value the brand knows, but one we may not immediately recognize.

The point is that now is the time to experiment with Reels to showcase your brand to the public. So constantly try new ways to create your Reel content. These short and snackable clips offer a unique opportunity for you to highlight your products, services, and personality in an authentic way. So consider these tips to put your brand’s best Reel forward on your next post.

Instagram Reels vs. TikTok

As you consider Reels, TikTok, and other emerging social media platforms in your marketing strategy, it’s important to weigh the pros, cons, and key marketing takeaways when determining if a channel or feature is right for your team.

Here are just a few things to remember as you consider Reels:

Reels compete against a unique, viral sensation.

Although Instagram has a huge audience that is loyal to its platform, many Gen Z users are used to going to TikTok for viral videos and general entertainment. Because the app has pulled in astounding fan loyalty in its short lifespan, you might find that Reels don’t have the same viral opportunities that TikTok videos might have.

What works on TikTok might not work on Reels.

TikTok is a highly experimental platform with a younger, but huge, global audience. Because of these factors, there aren’t many rules about what you should and shouldn’t post on there. Meanwhile, Instagram has been around for years, has a slightly older audience, and has some content norms or audience expectations set in place.

If you’ve already posted a handful of TikTok videos and want to test them on Reels, you can consider uploading a few, watching how they perform, and learning more about what works well on both platforms.

However, as you learn the differences between TikTok and Instagram audiences, you might find that high-performing TikToks aren’t as engaging to your Reels audience. If this is the case, you might want to consider creating specialized content for Reels.

Reels Take Your Instagram Marketing Up A Notch

Although you’ll want to keep the points above in mind as you consider testing out Reels, you’ll also want to remember the opportunities it offers. For example, Reels might be a great option for you if you’ve mastered Instagram, know what content your audiences want, and are eager to test out TikTok-styled content. If you do begin to test out Reels, it can’t hurt to brush up on your Instagram marketing skills and Instagram platform knowledge to ensure that your profile, other content, and — ultimately — your Reels will be on point for your brand and optimized for brand awareness.

Improve your website with effective technical SEO. Start by conducting this  audit.  


Editor’s note: This post was originally published in September 2020 and has been updated for comprehensiveness in June 2022.



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18 Events and Conferences for Black Entrepreneurs in 2024

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18 Events and Conferences for Black Entrepreneurs in 2024

Welcome to Breaking the Blueprint — a blog series that dives into the unique business challenges and opportunities of underrepresented business owners and entrepreneurs. Learn how they’ve grown or scaled their businesses, explored entrepreneurial ventures within their companies, or created side hustles, and how their stories can inspire and inform your own success.

It can feel isolating if you’re the only one in the room who looks like you.

(more…)

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IAB Podcast Upfront highlights rebounding audiences and increased innovation

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IAB podcast upfronts in New York

IAB podcast upfronts in New York
Left to right: Hosts Charlamagne tha God and Jess Hilarious, Will Pearson, President, iHeartPodcasts and Conal Byrne, CEO, iHeartMedia Digital Group in New York. Image: Chris Wood.

Podcasts are bouncing back from last year’s slowdown with digital audio publishers, tech partners and brands innovating to build deep relationships with listeners.

At the IAB Podcast Upfront in New York this week, hit shows and successful brand placements were lauded. In addition to the excitement generated by stars like Jon Stewart and Charlamagne tha God, the numbers gauging the industry also showed promise.

U.S. podcast revenue is expected to grow 12% to reach $2 billion — up from 5% growth last year — according to a new IAB/PwC study. Podcasts are projected to reach $2.6 billion by 2026.

The growth is fueled by engaging content and the ability to measure its impact. Adtech is stepping in to measure, prove return on spend and manage brand safety in gripping, sometimes contentious, environments.

“As audio continues to evolve and gain traction, you can expect to hear new innovations around data, measurement, attribution and, crucially, about the ability to assess podcasting’s contribution to KPIs in comparison to other channels in the media mix,” said IAB CEO David Cohen, in his opening remarks.

Comedy and sports leading the way

Podcasting’s slowed growth in 2023 was indicative of lower ad budgets overall as advertisers braced for economic headwinds, according to Matt Shapo, director, Media Center for IAB, in his keynote. The drought is largely over. Data from media analytics firm Guideline found podcast gross media spend up 21.7% in Q1 2024 over Q1 2023. Monthly U.S. podcast listeners now number 135 million, averaging 8.3 podcast episodes per week, according to Edison Research.

Comedy overtook sports and news to become the top podcast category, according to the new IAB report, “U.S. Podcast Advertising Revenue Study: 2023 Revenue & 2024-2026 Growth Projects.” Comedy podcasts gained nearly 300 new advertisers in Q4 2023.

Sports defended second place among popular genres in the report. Announcements from the stage largely followed these preferences.

Jon Stewart, who recently returned to “The Daily Show” to host Mondays, announced a new podcast, “The Weekly Show with Jon Stewart,” via video message at the Upfront. The podcast will start next month and is part of Paramount Audio’s roster, which has a strong sports lineup thanks to its association with CBS Sports.

Reaching underserved groups and tastes

IHeartMedia toasted its partnership with radio and TV host Charlamagne tha God. Charlamagne’s The Black Effect is the largest podcast network in the U.S. for and by black creators. Comedian Jess Hilarious spoke about becoming the newest co-host of the long-running “The Breakfast Club” earlier this year, and doing it while pregnant.

The company also announced a new partnership with Hello Sunshine, a media company founded by Oscar-winner Reese Witherspoon. One resulting podcast, “The Bright Side,” is hosted by journalists Danielle Robay and Simone Boyce. The inspiration for the show was to tell positive stories as a counterweight to negativity in the culture.

With such a large population listening to podcasts, advertisers can now benefit from reaching specific groups catered to by fine-tuned creators and topics. As the top U.S. audio network, iHeartMedia touted its reach of 276 million broadcast listeners. 

Connecting advertisers with the right audience

Through its acquisition of technology, including audio adtech company Triton Digital in 2021, as well as data partnerships, iHeartMedia claims a targetable audience of 34 million podcast listeners through its podcast network, and a broader audio audience of 226 million for advertisers, using first- and third-party data.

“A more diverse audience is tuning in, creating more opportunities for more genres to reach consumers — from true crime to business to history to science and culture, there is content for everyone,” Cohen said.

The IAB study found that the top individual advertiser categories in 2023 were Arts, Entertainment and Media (14%), Financial Services (13%), CPG (12%) and Retail (11%). The largest segment of advertisers was Other (27%), which means many podcast advertisers have distinct products and services and are looking to connect with similarly personalized content.

Acast, the top global podcast network, founded in Stockholm a decade ago, boasts 125,000 shows and 400 million monthly listeners. The company acquired podcast database Podchaser in 2022 to gain insights on 4.5 million podcasts (at the time) with over 1.7 billion data points.

Measurement and brand safety

Technology is catching up to the sheer volume of content in the digital audio space. Measurement company Adelaide developed its standard unit of attention, the AU, to predict how effective ad placements will be in an “apples to apples” way across channels. This method is used by The Coca-Cola Company, NBA and AB InBev, among other big advertisers.

In a study with National Public Media, which includes NPR radio and popular podcasts like the “Tiny Desk” concert series, Adelaide found that NPR, on average, scored 10% higher than Adelaide’s Podcast AU Benchmarks, correlating to full-funnel outcomes. NPR listeners weren’t just clicking through to advertisers’ sites, they were considering making a purchase.

Advertisers can also get deep insights on ad effectiveness through Wondery’s premium podcasts — the company was acquired by Amazon in 2020. Ads on its podcasts can now be managed through the Amazon DSP, and measurement of purchases resulting from ads will soon be available.

The podcast landscape is growing rapidly, and advertisers are understandably concerned about involving their brands with potentially controversial content. AI company Seekr develops large language models (LLMs) to analyze online content, including the context around what’s being said on a podcast. It offers a civility rating that determines if a podcast mentioning “shootings,” for instance, is speaking responsibly and civilly about the topic. In doing so, Seekr adds a layer of confidence for advertisers who would otherwise pass over an opportunity to reach an engaged audience on a topic that means a lot to them. Seekr recently partnered with ad agency Oxford Road to bring more confidence to clients.

“When we move beyond the top 100 podcasts, it becomes infinitely more challenging for these long tails of podcasts to be discovered and monetized,” said Pat LaCroix, EVP, strategic partnerships at Seekr. “Media has a trust problem. We’re living in a time of content fragmentation, political polarization and misinformation. This is all leading to a complex and challenging environment for brands to navigate, especially in a channel where brand safety tools have been in the infancy stage.”



Dig deeper: 10 top marketing podcasts for 2024

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Foundations of Agency Success: Simplifying Operations for Growth

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Foundations of Agency Success: Simplifying Operations for Growth

Foundations of Agency Success Simplifying Operations for Growth

Why do we read books like Traction, Scaling Up, and the E-Myth and still struggle with implementing systems, defining processes, and training people in our agency?

Those are incredibly comprehensive methodologies. And yet digital agencies still suffer from feast or famine months, inconsistent results and timelines on projects, quality control, revisions, and much more. It’s not because they aren’t excellent at what they do. I

t’s not because there isn’t value in their service. It’s often because they haven’t defined the three most important elements of delivery: the how, the when, and the why

Complicating our operations early on can lead to a ton of failure in implementing them. Business owners overcomplicate their own processes, hesitate to write things down, and then there’s a ton of operational drag in the company.

Couple that with split attention and paper-thin resources and you have yourself an agency that spends most of its time putting out fires, reacting to problems with clients, and generally building a culture of “the Founder/Creative Director/Leader will fix it” mentality. 

Before we chat through how truly simple this can all be, let’s first go back to the beginning. 

When we start our companies, we’re told to hustle. And hustle hard. We’re coached that it takes a ton of effort to create momentum, close deals, hire people, and manage projects. And that is all true. There is a ton of work that goes into getting a business up and running.

1715505963 461 Foundations of Agency Success Simplifying Operations for Growth1715505963 461 Foundations of Agency Success Simplifying Operations for Growth

The challenge is that we all adopt this habit of burning the candle at both ends and the middle all for the sake of growing the business. And we bring that habit into the next stage of growth when our business needs… you guessed it… exactly the opposite. 

In Mike Michalowitz’s book, Profit First he opens by insisting the reader understand and accept a fundamental truth: our business is a cash-eating monster. The truth is, our business is also a time-eating monster. And it’s only when we realize that as long as we keep feeding it our time and our resources, it’ll gobble everything up leaving you with nothing in your pocket and a ton of confusion around why you can’t grow.

Truth is, financial problems are easy compared to operational problems. Money is everywhere. You can go get a loan or go create more revenue by providing value easily. What’s harder is taking that money and creating systems that produce profitably. Next level is taking that money, creating profit and time freedom. 

In my bestselling book, The Sabbatical Method, I teach owners how to fundamentally peel back the time they spend in their company, doing everything, and how it can save owners a lot of money, time, and headaches by professionalizing their operations.

The tough part about being a digital agency owner is that you likely started your business because you were great at something. Building websites, creating Search Engine Optimization strategies, or running paid media campaigns. And then you ended up running a company. Those are two very different things. 

1715505964 335 Foundations of Agency Success Simplifying Operations for Growth1715505964 335 Foundations of Agency Success Simplifying Operations for Growth

How to Get Out of Your Own Way and Create Some Simple Structure for Your Agency…

  1. Start Working Less 

I know this sounds really brash and counterintuitive, but I’ve seen it work wonders for clients and colleagues alike. I often say you can’t see the label from inside the bottle and I’ve found no truer statement when it comes to things like planning, vision, direction, and operations creation.

Owners who stay in the weeds of their business while trying to build the structure are like hunters in the jungle hacking through the brush with a machete, getting nowhere with really sore arms. Instead, define your work day, create those boundaries of involvement, stop working weekends, nights and jumping over people’s heads to solve problems.

It’ll help you get another vantage point on  your company and your team can build some autonomy in the meantime. 

  1. Master the Art of Knowledge Transfer

There are two ways to impart knowledge on others: apprenticeship and writing something down. Apprenticeship began as a lifelong relationship and often knowledge was only retained by ONE person who would carry on your method.

Writing things down used to be limited  (before the printing press) to whoever held the pages.

We’re fortunate that today, we have many ways of imparting knowledge to our team. And creating this habit early on can save a business from being dependent on any one person who has a bunch of “how” and “when” up in their noggin.

While you’re taking some time to get out of the day-to-day, start writing things down and recording your screen (use a tool like loom.com) while you’re answering questions.

1715505964 938 Foundations of Agency Success Simplifying Operations for Growth1715505964 938 Foundations of Agency Success Simplifying Operations for Growth

Deposit those teachings into a company knowledge base, a central location for company resources. Some of the most scaleable and sellable companies I’ve ever worked with had this habit down pat. 

  1. Define Your Processes

Lean in. No fancy tool or software is going to save your company. Every team I’ve ever worked with who came to me with a half-built project management tool suffered immensely from not first defining their process. This isn’t easy to do, but it can be simple.

The thing that hangs up most teams to dry is simply making decisions. If you can decide how you do something, when you do it and why it’s happening that way, you’ve already won. I know exactly what you’re thinking: our process changes all the time, per client, per engagement, etc. That’s fine.

Small businesses should be finding better, more efficient ways to do things all the time. Developing your processes and creating a maintenance effort to keep them accurate and updated is going to be a liferaft in choppy seas. You’ll be able to cling to it when the agency gets busy. 

“I’m so busy, how can I possibly work less and make time for this?”

1715505964 593 Foundations of Agency Success Simplifying Operations for Growth1715505964 593 Foundations of Agency Success Simplifying Operations for Growth

You can’t afford not to do this work. Burning the candle at both ends and the middle will catch up eventually and in some form or another. Whether it’s burnout, clients churning out of the company, a team member leaving, some huge, unexpected tax bill.

I’ve heard all the stories and they all suck. It’s easier than ever to start a business and it’s harder than ever to keep one. This work might not be sexy, but it gives us the freedom we craved when we began our companies. 

Start small and simple and watch your company become more predictable and your team more efficient.


Disruptive Design Raising the Bar of Content Marketing with Graphic

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