Establish internal reports

[mouakter13]

Another thing you need to think about is including your employees in the development and documentation of processes.

Once you have fully established employees, empower them to take charge of their processes and documentation. By getting them more involved in setting up your agency, they will be more committed to your mission in the long run.

It’s going to be difficult to keep track of everything as your company size, client list, and team grow. But you need access to that data so you can make smarter business decisions for your agency.

While you should spend time reviewing your data, you can argentina phone number data automate the actual work of generating the reports. Here are some places where you can do this:

Google Analytics (or one of its alternatives ) to track website traffic, referral sources, bounce rates, conversions, and other key performance metrics.
Your CRM to track leads entering your sales pipeline, conversion rates, customer lifetime value, and projected revenue.
Your go-to project or task management software to check project status, bottlenecks, inefficient workflows, etc. Here is a complete guide comparing two of the most popular tools: Trello vs Asana or some other alternatives .
Your communication software to communicate quickly and effectively with your colleagues, Slack or Microsoft Teams are excellent options. Read our comparison between them: Slack vs Teams .
Your time tracking tool to monitor team performance, keep an eye on scope creep, and so on.
Bug and issue tracking logs to keep track of unresolved bugs, recurring issues, missed customer service opportunities, etc.
Customer feedback and review reports to identify team wins and look for areas for improvement.
By automating these reports, you can spend more time taking action, whether it's gathering your team to celebrate a major win, working with a team leader to fix a flawed process, or deciding to eliminate an unpopular service.