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→ Hiring
Hiring Masterclass where we cover:
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◦ Who & when to Hire
◦ What needs to be in place before you hire
◦ The strategy and top tips behind ALL of the templates we provide you below
Hiring Assets (job description template, application form and interview pack) for the 9 roles listed below (27 templates)
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◦ Operations Manager
◦ Operations Coordinator
◦ Executive Assistant
◦ Client Success Manager
◦ Marketing Manager
◦ Social Media Assistant
◦ Copywriter
◦ Web Design & Development Specialist
◦ Graphic Designer
Interview Scoring Matrix
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Automated application and interview system that will save you HOURS
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◦ ClickUp version
◦ Airtable and ActiveCampaign version (with Zapier template)
Email Templates for every stage of the hiring process
Hiring Standard Operating Procedure (SOP)
Guide to where to advertise for your new hire
Team Pay Calculator: to establish your budget for a new team member, plus tools to establish fair pay and client rates
Walkthrough videos for how to implement and customise your assets
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→ Onboarding
Plug-and-play team onboarding system that will save you HOURS and ensures your new team member is set up for success, without draining your time (in 3 formats: ClickUp template, CSV import for your preferred project management system and Google Doc checklist).
Team Onboarding Standard Operating Procedure (SOP)
Company Handbook: your new team member’s bible on the essential information about your company, ways of working, expectations and key processes.
Password Management Standard Operating Procedure (SOP): essential in protecting your (and your client's data)
Time Tracking Standard Operating Procedure (SOP): to provide you with valuable data on your ROI for tasks and protect your profit margins
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→ Team Management
A Team Management System that will save you HOURS - your bible to stay on top of the admin that comes with managing a team (in 3 formats: ClickUp template, CSV import for your preferred project management system and Google Doc checklist). Includes:
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◦ Team Calendar
◦ Recurring admin tasks for your team and you to perform to keep everything running smoothly
◦ Team database so you never forget their birthday or work anniversary!
Role scorecards: to support high performance from your team members and provide them valuable feedback in a structured and easy-to-follow manner
Team Feedback Form: to see how your team rate the working environment, check they are happy and what opportunities they can spot
Difficult conversation scripts: which come with the territory of managing a team!
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→ Offboarding
Plug-and-play team offboarding system that will save you HOURS and protect your business data (in 3 formats: ClickUp template, CSV import for your preferred project management system and Google Doc checklist)
Team Offboarding Standard Operating Procedure (SOP)
Team Offboarding Feedback Form: an incredible opportunity to obtain feedback about what’s going well and where the opportunities for improvement are
Offboarding Email Templates: to ensure clear communication and contract compliance
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Not only am I saving time from having organised systems in place, but I have so much extra headspace not having to worry about missing things.
Founder + Creative Lead, Ocean Digital Studio