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  • Flow chart tool

    One of the most important things I failed to realize was EXTREMELY important early on was documenting all the systems and processes inside our company.

    I was a guy that sat all day and just "did stuff." I never thought about communicating it to someone else or having to train, hold accountable If you're a media buyer and don't run a team or have employees you probably fall into this category as well.

    The sooner you start documenting what you do and how you do it the better. This will allow you to grow if you ever want to.

    One of the best tools we use internally at A4D is called Lucid Chart

    You'll see a bunch of process oriented documents I'm putting on here, those were all created by me or our team in order to get our thought process on paper.

    Until you have your thouoght process on paper you can't really look at it, analyze it and improve it. And as good as you you think you are your team will always be a multiplier on that and help you improve faster. They'll think of things you didn't and make your company grow at a faster rate.

    Documentation and thought out processes build bricks in your company. Bricks are the foundation of scale, stability and long term success.

    Start documenting what you do today!


    If you haven't started building your own product yet and are still media buying. Some ideas of processes to think through and document.
    • How do you choose and offer to run? (you make logical choices here, you may say you just feel like it will work but there's a logical process in your head to make that "feeling")
    • What is your testing process by source?
    • What milestones need to be hit in that testing process?
    • What do you do once the testing process is done?
    • How do you scale from one source to the next?
    • ....
    What other processes do you do everyday? What else could you think to layout and improve efficiencies?
    Jason Akatiff, CEO - A4D Performance | Follow Me on Twitter | Read my Blog
    >> A4D - CPA Network, 8 years in business, never missed a payment. Sign Up Here! | NEW Skype: live:jasona_33 <<<

  • #2
    Couldn't agree more. Documenting also helps you see your own gaps and figure out ways to improve. Best way to learn something is by teaching it.

    Once it's documented it's much easier to hand off and so much more efficient.

    Screencasting with Camtasia or other software works for some processes too.
    Ideas are everywhere, it's execution that's in short supply.

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    • #3
      I'd like help using lucid chart to document the systems and processes for a media buyer in our company. I am wondering if the entire onboarding process should be included, or only day to day tasks. The goal of making this is to standardize the position for onboarding and training new media buyers. I have played around with lucid chart but still sort of lost as to what my end result should look like.

      Does anyone have screen shot examples of what the end result should look like?

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      • #4
        Hey Mike,

        Sure I'm happy to help.

        With all process building I like to start at the very top level. Now each of the levels below it you can get more granular and build a flow chart for. But if you try and put all detail into a single flow chart you're going to drive yourself crazy.

        Based on your question here's a quick flow that it whipped up for a top level of how to test new offers.

        Now once you have this top level you have a framework to build more specific and substantial stuff.

        Click image for larger version

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        Like I said this was a quick work up based on our current process. Took me about 5 minutes. As you can see there's a lot of detail needed here for each of these steps. Now I'd focus on building out another flow chart for each of those steps.
        • How do you choose an offer?
        • How do you come up with creative?
        • What makes a good creative?
        • And as you can see the list goes on. Just keep working at adding to it.
        As you get to the deeper most granular level you'll probably want to number the steps of the process. Then connect it to a word doc. In that word doc you can write out wordy specific details.

        Let me know how else I can help....

        Success,
        Jason
        Jason Akatiff, CEO - A4D Performance | Follow Me on Twitter | Read my Blog
        >> A4D - CPA Network, 8 years in business, never missed a payment. Sign Up Here! | NEW Skype: live:jasona_33 <<<

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        • #5
          We've been using Asana for systemizing but think I'll ad some flow chart...it's been a bit of a pain, our original systems worked but as we've grown I have to go back and change them all as new people come on and jobs get separated...definitely slowing down the growth of the company but not sure how to avoid this?

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          • #6
            Looks cool, I've been personally working with mindmeister so will give this a try too and see which I like better.

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            • #7
              Thanks Jason, sorry I didn't respond sooner. Do you have flow charts mostly or do you also use regular google docs to write out/explain how to do individual tasks with screenshots/videos etc?

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