2d • General 🌎
02/24/26: Ops & CS w Jasmine
Ops & CS w Jasmine been uploaded in the course!
Here’s the recap of what we went over if you missed it:
🚀 Building Lean Teams, Strong Margins & Sticky Offers Recap
🌟 Wins to Kick Off
- Cameron closed 2 new clients at different price points while refining his offer.
- Joseph launched a free sales coaching layer to improve client results.
- Jabez rebuilding his CSM structure the right way before hiring again.
- Multiple members actively reworking pricing, onboarding, and delivery systems.
🖥️ Training / Coaching Highlights
- Stop trying to delegate tasks. Start delegating ownership.
- Systems don’t fix weak hiring. The right person fixes weak systems.
- Document methodology (how you think), not just SOP clicks.
- Pricing must support future team growth, not just current survival.
- Education + Done-For-You is a powerful combo when positioned correctly.
- In-person events are a retention and revenue unlock.
🎯 Frameworks & Strategies
Ownership > SOP Dependency
- If your team relies on step-by-step instructions for everything, you’ll always be stuck managing.
- In a startup agency, you can’t afford middle management layers.
- Hire people who figure things out — not people who wait for answers.
- Your job: Set the vision, standards, and outcomes.
- Their job: Figure out the “how” and document it.
Methodology Documentation
Instead of:
- “Click here, then here…”
Document:
- How do we define a healthy account?
- What metrics determine green vs red?
- What does high CPL actually mean psychologically?
- What decisions do we make based on performance shifts?
Teach thinking. Not button-clicking.
Lean Onboarding Structure (For Early Stage Agencies)
Keep it simple:
- Master Client Board (stores all client info)
- Task Board (where work gets done)
Core stages:
- Intake (collect info)
- Ready to Build
- Ready to Launch
- Launched
Use task templates + checklists.Don’t overcomplicate with 15 micro-stages.
Pricing Framework (For High-Ticket Niches)
If clients are worth $40K–$150K per deal:
- $800–$1,900 is underpriced.
- Market range for 15–20 live transfers/month = $4,500–$6,000 over 3 months.
- Ensure at least $6K collected in first 3 months.
Why?
Alternative Trust Builder
Low-trust market?
Offer:
- First 10 live transfers at fixed rate
- Or short trial window
But if sales cycles are long:
- Lock in 3–6 month commitments
- Pre-qualify based on budget/ad spend capacity
Live Transfer Model Explained
- AI calls lead immediately.
- Confirms qualification.
- Transfers call directly to client.
- Solves speed-to-lead and filtering.
- Eliminates need for expensive call centers.
Result:Higher margins + fewer operational headaches.
Bundling Coaching + DFY
Joseph’s model:
- Sales coaching included for clients.
- Results improved.
- Clients say it feels like a coaching company that does ads.
Recommendation:
- Bundle it in.
- Raise core price.
- Don’t make it optional (or clients skip what helps them most).
🧠 Mindset Lessons
- Don’t build a business that requires constant supervision.
- If you can’t step away, you don’t own a business — you own a job.
- Price low = stress high.
- Margin gives you breathing room to think long-term.
- Young, hungry talent (post-college) can be gold for CSM roles.
- Culture and growth opportunity often outweigh salary.
Key Quote:“You set the where and why. They own the how.”
🛠️ Group Q&A Highlights
Onshore vs Offshore CSM?
- US/Canada-based tends to work better for relationship-heavy roles.
- Cultural alignment matters.
- Consider hungry, early-career hires.
Contracts?
- Yes. 100%.
- Especially with 3–6 month commitments.
- Protect yourself early.
Events for Retention
- Live events increase stickiness dramatically.
- Can charge $497–$997 tickets.
- Offer client discounts.
- Use event momentum to upsell core services.
- Speakers often happy with exposure + travel covered.
Future SaaS Ideas (For Contractors)
Two strong paths:
- AI reception / call automation
- Marketing analytics dashboard (ROI clarity, budget recommendations)
Solve decision-making headaches for owners.
📚 Resources Mentioned
- ClickUp task templates & automations
- AI call systems via GoHighLevel + automation tools
- High-level Facebook groups for troubleshooting tech
- Event planners for mastermind execution
👉 Next call: How to hire your first team member profitably — and ensure they create leverage instead of more work.
Attend the calls if you want to get live support!
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02/24/26: Ops & CS w Jasmine
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