Lesson objectives
- Document core funnel processes
- Delegate safely
Document the essentials
- Funnel map with every tool and integration.
- Lead handling: who responds, how fast, with what.
- Weekly reporting routine.
- How to publish and update pages and sequences.
- What to do when an automation fails.
Delegate in stages
Start by delegating well-documented, lower-risk tasks. Review output, refine the documentation, then hand over more. Keep access permissions to what each person needs.
Action steps
- Write a one-page SOP for lead handling
Checklist
- Funnel map current
- Lead-handling SOP written
- Access permissions reviewed