[Live Training] The 5A Framework To Attract High-Quality Leads

E105: Sharpen Up on Operations and SOPs with Alyson Caffrey

We’re excited to announce that SEOMonitor has partnered with UGURUS as a sponsor of our show.

Unlimited WordPress tasks for digital agencies at a fixed monthly cost with UnlimitedWP, get 25% your first month with code “das2020” (sponsored).

Alyson founded Operations Agency to serve entrepreneurs in the Digital Marketing space when they hit multi-six figures and want to get to seven without the headache. She’s responsible for streamlining back-end operations for a multitude of brands, launching digital and in-person products and managing growing teams. 

Episode highlights:

  • How Alyson found her calling filling the needs of agencies. Hintshe knew there had to be a better way!
  • How Alyson made her skills “military proof”.
  • Get a primer on making and using SOPs for your business.
  • How to identify whether or not you need an SOP in a specific process.
  • Where to start when working on operations and SOPs.
  • The four phases Alyson swears by to help you sharpen up an onboarding process.
  • Find out what percent of your business needs to be documented before you’re a “business owner”, vs. just-starting-out entrepreneur.
  • Learn common pitfalls that come with building processes.
  • Trello? Basecamp? Get advice on picking and using the right tools.



  • “You turn from an entrepreneur to a business owner when you implement operations.”
  • “They duct tape this thing together to give their client, and it doesn’t feel good, it’s almost embarrassing.”
  • “Wait a second! But did you get their log-ins?”
  • “That’s where I find scope creep happening, if things change hands too many times.”
  • “A process is only going to be as effective as it is clear.”
  • “You made me feel bad about tools.”


  • Evaluate your written operations procedures. Think about onboarding, to start. Do you follow Alyson’s four phases?
  • Focus on creating operating procedures for the part of your company that makes you money.




The Perfect Web Proposal Template

39 Lead Gen Strategies Checklist

Own Your Market Field Guide

Free Live Trainings

Access To Training Recordings

Exclusive Community Access