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The Ultimate Guide To A Successful NPO Email Strategy

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The Ultimate Guide To A Successful NPO Email Strategy

Effective email and newsletter marketing is crucial for a nonprofit organization’s (NPO) success. With scarce resources, limited staffing, and divided leadership attention, investing in marketing efforts can often take a backseat to more urgent matters.

Luckily, email marketing is both cost-effective and less time-consuming than other NPO marketing strategies. Regularly sent out, well-crafted newsletters can give your nonprofit authority while also helping you stay at the forefront of your donors’ minds.

Download Now: Nonprofit Marketing & Fundraising  Trends for 2022 [Free Report]

By reading this post, you will discover how your nonprofit can stay connected with donors and attract exciting new prospects through personalized and meaningful email marketing.

Table of Contents

Why does email work for nonprofits?

Studies show that email continues to offer the highest return on investment (ROI) of any outreach strategy. TruConversion reports that an email marketing campaign can deliver a return of $40 for every $1 spent. This makes email the channel with the highest ROI that nonprofits can use to reach prospective donors.

Additionally, 91% of all US consumers still use email daily. Email can therefore enable NPOs to reach audiences that might not otherwise engage with their marketing efforts on social media.

Pro tip: Before starting a new email campaign, make sure it aligns with your nonprofit marketing plan and helps you reach your organization’s goals.

onprofit newsletter, 91% of US consumers still use email daily. Use email to reach new audiences.

Email Marketing Best Practices for Nonprofits

1. Commit to regular sends.

Nonprofits are often stretched for resources, and it’s easy to set marketing aside for matters that seem more pressing. However, regular email marketing is one of the most effective ways to grow your organization. A content schedule for your emails can keep you organized you can frequently engage with and steadily grow your donor base.

Making email sends an “always on” part of your marketing strategy will play a big role in your success on the channel. “Always on” doesn’t mean that you’re bombarding your email list with constant messages — it means that you’re committed to consistency in how often you send your emails.

Send informative emails on a predictable schedule, instead of only when you’re actively running a campaign or seeking donations. This will help nurture your audience towards deeper forms of engagement (like donating or attending an event) in the future. Remember: the goal is building long-term relationships.

Setting the right cadence for your emails is important to keep the members of your list engaged with your organization. When you’re first starting out, this requires a careful balancing act. You don’t want to send too few emails, but you also don’t want to veer into potential spam territory. More on that in the next section.

Pro tip: Double-check that your email offers value to your readers before sending. Value could include the latest information about your nonprofit, ways to get involved, upcoming events, or recent projects your organization has completed.

2. Be wary of spam folders.

If your audience is only used to hearing from you on a one-off basis, you’ll need to gradually shift to sending more emails. A sudden switch could trigger some users’ email clients to send you to the spam folder.

Email deliverability can be a complex subject, but here are a few important things to remember if you’re transitioning to more frequent email marketing.

  • Don’t directly embed forms or include attachments in your emails. Linking out to web pages with forms is a better practice.
  • Send your emails from a recognizable address. If you can, avoid sending from a [email protected] address. Use a name your readers will recognize.
  • Lead with informative subject lines instead of direct calls for donations. Check out our blog post on picking great email subject lines.
  • If you’re emailing a list that isn’t used to frequent sends, let them know what’s going on. Tell your readers that you plan to start sending more informative emails, and most importantly, allow them to opt out. It might seem counterintuitive in the short term, but cleaning disengaged folks off your email list is important to the long-term health of your email program.

Pro Tip: Assign a staff member to send your monthly newsletter using their name. This increases your chance of avoiding donors’ spam folders.

For more tips on improving your email deliverability, check out our blog post on the subject here.

3. Leverage personal connections with your audience.

Personalizing your emails is a simple — but powerful — step that you can take to create a personal connection with readers.

First, make sure you’re using an email tool that enables personalization. It might be an investment upfront, but having access to personalization features will greatly improve the value your audience gets out of your email sends.

Worried about coming off as creepy or not sure where to start? Focus on personalizing emails based on actions your email recipients have taken on your website, advises Rachel Leist, a VP of marketing, automation, and demand generation at HubSpot. Instead of using personal data in your contact management system, perhaps thank them for a donation or downloading a report.

“If a person receives an email that refers to an action they took on your website, they will not be as nervous as they would if you were personalizing around specific personal information you happen to have on them,” Leist explains.

Pro tip: Personalize your emails by using first names and interesting taglines. Emails with personalized subject lines generate six times higher transaction rates.

4. Segment your database.

A segmented email list can help you ensure that the right person receives the right email at the right time. While everyone on your email list believes in your organization, you don’t need to send every email to everyone. Each person in your database is at a different stage on their journey with your organization, and the emails they receive should reflect that.

For example, someone who has donated $5 to your organization in the last year is probably not as engaged as someone who has donated $1,000 to your organization in the last month.

Factors like donation amount, events attended, and actions taken on your website or social media channels can all be important indicators of engagement level, and shouldn’t be ignored when you’re sending out emails.

More engaged audience members will likely respond more positively to more frequent emails, while folks with fewer touch points should receive fewer emails giving them more basic information about your NPO.

Pro tip: When people download your content or subscribe to your newsletter, make sure you enter them into a specific drip campaign that sends them automated emails relevant to the topics they are interested in.

5. Test, analyze, and adapt accordingly.

Finally, running an email program is not a “one-and-done” marketing strategy. You’ll need to note key performance indicators and make changes to your approach based on real-world data.

If you’re just getting started, industry benchmarks can be a useful point of comparison. But remember, not all NPOs are the same, and not all NPO audiences are going to respond the same way to emails.

To start, keep track of a few key email metrics, measure them with each email send, and look for trends over time. Our article on email marketing metrics for beginners offers a helpful starting place if you’re not sure what to track.

Pro tip: Regularly monitor your email open rate using the Hubspot email health tool.

How to Write an Amazing Nonprofit Newsletter

1. Write an eye-catching subject line.

Subject lines can be tricky. You’re looking for a short phrase that communicates your intent while retaining your non-profit’s unique voice. An interesting subject line should include the following elements.

  1. Urgency. You want recipients to feel the urgency to both open emails from your NPO and take action.
  2. Specificity. If you have an interesting statistic or data point to share, be sure to put it in the subject line.
  3. Upcoming events. To increase engagement, your newsletter should let people know what upcoming events they can attend or volunteer at.
  4. Name recognition. Pique your audience’s interest by including their name in the subject line (when appropriate).
  5. Relevancy. If current events or politics influence your nonprofit’s goal(s), referencing those events can make your newsletter more relevant and timely.

Pro tip: 46% of email opens take place on mobile, so be sure to make your subject lines 50 characters or less so mobile viewers can read the entire message.

Explore this blog for more subject line best practices.

2. Give compelling updates.

An amazing nonprofit newsletter should include the latest and greatest from your organization. Inform your recipients of recent goals reached, heartwarming stories of those you help, life updates of staff and volunteers, and anything else of note.

Pro tip: To make your emails visually interesting, take pictures during events to include in your newsletters. With permission, include the names of the volunteers pictured and describe what activities took place.

3. Have an attitude of gratitude.

Your cause is near and dear to those who subscribe to your newsletter. Their time spent volunteering and money donated should always be received with a spirit of gratitude.

Let email recipients know the immediate impact of their donations with interesting data points. For example, “Your donation helped x number of families” or “Your volunteer efforts fed x number of children.”

Pro tip: Some of your newsletter recipients will be more involved than others. Consider opening the line of communication with these donors by sending a personalized, non-automated email that references their specific efforts to the cause.

4. Include a Call-to-Action

A call-to-action (CTA) is an invitation to your audience to do something. In an email or newsletter, your CTA should be a button that links to the action you want recipients to take next.

Examples of CTAs for your nonprofit email could be “Subscribe to the newsletter,” “Donate now,” “Refer a friend,” or more. Don’t be afraid to get creative with your CTAs, and be sure to measure your conversion rate.

Pro tip: There are lots of CTA tools you can use to make linking to the next step easier. Explore common options here.

Examples of Nonprofit Fundraising Emails 

Want to put together an effective fundraising email? Check out some examples to get a sense of what your newsletter can look like.

Alzheimer’s Association

This Welcome email from the Alzheimer’s Association doesn’t lead with a request for a donation. Instead, the team connects recipients to the cause by providing them with resources to learn about the disease.

The main CTA urges readers to “learn the facts.” By gaining a greater understanding of Alzheimer’s email recipients are encouraged to act — either by advocating for the group, volunteering, or donating.

What we love: There are several resources shown in this email, targeting different groups affected by Alzheimer’s disease. A loved one could access a support group. A family looking for care solutions can explore their options. Most importantly, people living with Alzheimer’s are given autonomy and can get matched with a care team.

nonprofit newsletter examples, Alzheimer’s Association

Black Girls Code

This email from Black Girls Code focuses on one webinar that is open to all. By including events and participation opportunities, the nonprofit demonstrates value to those on its email list. As a subscriber, you’ll make sure you never miss an event.

What we love: This email utilizes design to strategically focus readers’ attention. The graphic that includes the panel’s speaker information and time are beautifully designed with eye-catching colors that pop over a black background. The only other colorful elements? Two bold registration CTAs in lavender.

nonprofit newsletter ideas, Black Girls Code

The End Child Poverty California Coalition (ECPC)

ECPC’s email demonstrates the importance of keeping your donors and volunteers informed. This section of the group’s newsletter explains how much the coalition’s Imagine Campaign secured and where funds were used. An infographic makes understanding the complexities of state budgeting easy.

What we love: ECPC has mastered transparency. The group acknowledges that not all of its priorities were included in the state budget. After, the coalition celebrates wins they were able to achieve. The use of honesty makes the nonprofit feel trustworthy and garners even more support.

nonprofit newsletter ideas, The End Child Poverty California Coalition

The Trevor Project

Awareness days, holidays, and important anniversaries offer special opportunities to engage your audience. This is especially true when you can tie the event to your nonprofit’s mission or research.

The Trevor Project sent a dedicated email on Intersex Awareness Day. In the email, the organization explains what it means to be intersex and the importance of acknowledging this community. Then, it links to a report where people can learn more about the well-being of intersex youth.

What we love: Not only does this email highlight Intersex Awareness Day, it also reminds recipients that October is LGBTQ History Month. Readers who didn’t have their calendars marked are now informed and will be more likely to engage with other Trevor Project research.

nonprofit newsletter ideas, The Trevor Project

The International Rescue Committee

The International Rescue Committee (IRC) faces the urgent task of assisting people in conflict zones and disaster areas. This email both explains what the organization does and its historical impact.

What we love: Highlighting articles and the organization’s history increases the subscriber’s emotional investment. Readers will also have a better understanding of the IRC’s values.

nonprofit newsletter example, the International Rescue Committee

The Smithsonian Institution

The Smithsonian Institution is one of the largest museum and research networks in the world. Keeping up with each museum and department would be exhausting. Luckily, the nonprofit’s marketing team has gathered the highlights into one, easy-to-read newsletter.

What we love: When we go to museums, we marvel at the artifacts and objects on display. The Smithsonian newsletter uses photographs to replicate this experience on any device.

nonprofit newsletter example, smithsonian institute

Save The Children

When folks first sign up for your emails, it’s a good indicator that they’re feeling engaged with your mission. Check out this automatic welcome email from Save the Children introduces the organization to a new subscriber and requests a donation at the end. Your audience wants to help — don’t make them wait!

What we love: Save the Children created a simple infographic to show how a small donation can make a big impact. This can encourage supporters to contribute.

nonprofit newsletter example, save the children

Citizens’ Climate Lobby

Citizens’ Climate Lobby (CCL) demonstrates in the email below how to update subscribers on important current events. By referencing recent policy changes that were helpful to their cause, CCL can both thank their email subscribers for their hard work while getting them excited about future progress.

What we love: This email does a good job of providing relevance and timeliness to the nonprofit’s conversation. nonprofit newsletter example, Citizen’s Climate Lobby

826 Boston

826 Boston is a writing, tutoring, and publishing nonprofit that works with students and community members. As a local nonprofit, community events offer an opportunity for Boston residents to get involved and learn more about the organization. This email highlights Books for Breakfast, including critical information about where the event is held and when.

Pro tip: If your organization relies on donations from corporate sponsors, email offers an opportunity to showcase your partnership. This creates added value for the businesses you work with.

nonprofit newsletter example, 826 Boston

Wikimedia

Not every donor or subscriber should be emailed every day. Wikimedia is sparing with its calls for donations, making their infrequent sends more impactful. By highlighting a past action and demonstrating urgency for a repeat donation, recipients will be more likely to give.

This type of email works best for past donors and less active members of your email list. Even though they don’t visit your website daily, they may be willing to donate on occasion.

What we love: This email from Wikimedia shows what percentage of your donation goes to which parts of the organization. This creates transparency and makes donors feel good about their contributions.

nonprofit newsletter example, Wikimedia

Free Email Marketing Software for Nonprofits

Want to use professional email software for your nonprofit without breaking the bank? There are several free versions of professional marketing software that you can use. Check out what some of the most popular programs offer. Then, decide which option works best for you.

1. HubSpot Email Marketing Software

HubSpot offers a free version of its paid email marketing software that integrates with its free CRM software. Users can run a sophisticated marketing campaign and get access to forms, landing pages, and Facebook, Instagram, Google, and LinkedIn ads, as well as templates.

HubSpot also has access to contact management and live chat capabilities. These tools allow you to optimize the experience for each subscriber. There are also traffic and conversion analytics capabilities for campaign optimization.

2. Sender

Want to reach lots of people with beautiful, personalized emails? Sender could be just right for you. This program has extensive HTML editing and personalization capabilities. Sender also has impressive analytics capabilities that allow you to track the delivery and opening of individual emails. You’ll also be able to build individual recipient profiles to further optimize your strategy.

3. Sendinblue

If you’re looking for variety in your emails, Sendinblue has you covered. This program includes over 70 responsive templates for emails that can be designed for any screen. The free version gives you the ability to send 300 emails a day.

You also have the ability to use A/B testing to find email content that works and segmenting options to make sure the right person receives your message.

4. SendGrid

SendGrid specializes in email campaigns that are tailored to individual preferences. Its free version gives you access to a wide range of personalization tools, including APIs, Webhooks, and STMP Relay.

You’ll also have granular control over who receives your emails with a wide range of delivery optimization tools. Plus, you can access sophisticated email editing and analytics tools that allow you to optimize sends for your target audience.

Start Today

You don’t need to be a professional marketer to get professional results from email marketing. However, you do need to set some time aside to get started.

Remember, email marketing when done thoughtfully, can have a big payoff. Get started today if you haven’t already, and you could generate more buzz for your organization than ever before!

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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.

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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.


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