Sam Bird – Workflow Essentials Course
Original price was: $497.00.$62.00Current price is: $62.00.
Build a scalable delivery system that automates client fulfillment and grants you the freedom to lead, not just labor.
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Sam Bird – Workflow Essentials Course
SERVICE-BASED BUSINESSES:
How to Scale to Seven-Figures by Building a Delivery System
Discover the proven strategies to build a delivery system that lets you step back from daily operations, scale effortlessly, and finally experience true freedom as a CEO.
Your Success is the Problem
You’ve built a successful service business, but now you’re trapped.
Maybe you’re a solo entrepreneur who’s hit the ceiling on clients you can personally serve.
Or perhaps you’ve built a team, but client delivery is still chaotic and everything depends on you.
And that’s why your facing problems like:
project chaos
Without a single source of truth, work continues to slip through the cracks, deadlines aren’t being met, and your team is operating in silos.
“fire-fighter” culture
Your business is built on a foundation of stress. You and your team spend more time “putting out fires” then you do on any “needle-moving” activities.
Founder prison
You got into business because you wanted to be your own boss: now you work 12+ hour days working in your business, instead of on it.
You’re Growth Has Flatlined
Simply put, you can’t serve more clients – so you can’t make more money.
You’ve probably tried: More marketing. More sales. More hustle.
But once you reach a certain point, more growth won’t fix your business.
These things DON’T work either:
- Being more “productive”. You still only have 24 hours in a day, and eventually you need to eat and sleep.
- Changing to The “Next Great Software” that overwhelmed with possibilities (and shiny features), without fundamentally changing how you work.
- Creating SOPS for everything, only for no-one to look at them ever again. Unlike other biz gurus we’ll show you how to only document what’s absolutely critical.
- Hiring Fancy Consultants who promised to fix all your problems but, in reality, just sent you piles of “homework” before, ultimately, restating the problems you already knew about.
- Hiring Rockstars & A-Players who quit after only a few months. That’s because good people don’t fix broken systems. Broken systems break good people.
- Trying to DIY Systems Yourself with content online, but you were tripped up by all the possibilities and struggled to filter through the noise.
You Need a Delivery System
You don’t have a demand problem. You have a supply problem.
You need a way to serve more clients without working more hours—and without sacrificing service quality.
The problem is, you think your work is too custom or creative to systematize.
You believe you’re the only one who can deliver the results your clients expect.
You’re wrong. (And I say that with love.)
Your business already has systems—they’re just invisible, trapped in your head, and completely dependent on you showing up every single day.
Build a Delivery System
– That Actually Works
Phase 1: MAP Your Delivery Process
This is the foundation for everything else. You’ll create a visual “Process Map” of every step from client sign-up to offboarding. Then identify which parts to systematize and clarify who’s responsible for what.
Phase 2: CREATE Your SOPs & Software
Now you’ll execute your plan by creating “Wiki-items”—SOPs, templates, checklists, and automations. Plus set up your project management system so everyone knows what to do, when to do it, and how to do it perfectly.
Phase 3: DELEGATE to Your Team
Finally, you’ll establish “ways of working”—accountability mechanisms that ensure your systems actually get used. Then hire and train the right people using our proven process.
We’ve Helped Every Kind of Service Business👇🏻
Liam O’Neill
CEO at Lead House UK
BEFORE
- Unable to serve more than 15 clients
- Delivery was messy and chaotic
- Liam was involved in every part of delivery
AFTER
- Doubled number of clients: 15 to 42!
- Automated parts of the delivery process
- Centralised operations inside Notion
James Banks
CEO at Rankmax.ai
BEFORE
- Stuck in client delivery
- Working 12+ hour days
- Project deadlines were being missed
AFTER
- Hire a new full-time team member
- Delegate 90% of client delivery work
- Take a 2-week vacation (with no stress!)
Jon Krop
CEO at Flourish Wellbeing
BEFORE
- Previously failed to hire full-time employees
- Had no hiring platform or process
- Was unable to take on more clients
AFTER
- Added thousands in revenue
- Full hiring system integrated in Notion
- Able to take on more clients
Amber Burch
CCO at Yikes Marketing
BEFORE
- Had a slow, admin-heavy onboarding process
- Client management was chaotic
- No project management setup
AFTER
- Automated client onboarding process
- Installed daily team standup
- Complete project management system
Niall Wilde
CEO at Estrategias.io
BEFORE
- Stuck in the fulfilment of his business
- Struggling to manage his team
- Chaotic onboarding process
AFTER
- Finally able to focus on needle-moving tasks
- Completely automated his client onboarding
- Freed from parts of service delivery
Okay I get it – but what’s
actually inside the program?
Great question 😃
Here’s what the course curriculum looks like:
Module 1: Map Your Fulfilment System
Lesson 1: What to Expect – (9 minutes)
Lesson 2: Map Your Fulfillment Process – (10 minutes)
Lesson 3: What is a Wiki-item? – (5 minutes)
Lesson 4: Improve Your Fulfillment Process – (21 minutes)
Lesson 5: Define Roles & Responsibilities – (4 minutes)
Module 2: Build Your Software, SOPs & Automations
Lesson 1: Setup Your Project Management Software – (27 minutes)
Lesson 2: Create a Client Portal (or Project Log) – (3 minutes)
Lesson 3: Write Your SOPs – (5 minutes)
Lesson 4: Create Your Automations – (3 minutes)
Lesson 5: Setup Your Wiki – (9 minutes)
Module 3: Hire Your Dream Team
Lesson 1: Operating System (KPIs, Issues & Meetings) – (13 minutes)
Lesson 2: Your Next Best Hire – (6 minutes)
Lesson 3: Ideal Hiring Process – (7 minutes)
Lesson 4: Ideal Onboarding Process – (7 minutes)
Lesson 5: Continuous Systemization – (3 minutes)
Workflow Essentials
$497
One-Time Payment
🧠 The Core Workflow Essentials Curriculum – 2+ hours of material teaching you everything we know about growing with systems from setting up your software, writing SOPs to building a team.
💬 1:1 Support & Private Community – Access to 1:1 message support through our staffed forums, course comment sections and direct chat.
🧰 Resource Library – My entire swipefile of SOPs, templates, email scripts, hiring materials, and automations that you can copy and customize for your business.
🤓 Notion Essentials Course (Unlimited Licenses)– Our beginner-friendly mini-course that will help you and your team master Notion in less than a day.
🚀 AgencyHQ Notion Template & Course – Our all-in-one Notion template to (trusted by 500+ businesses) to manage clients, leads, content, employees, and more effortlessly. It includes:
✅ Client Projects – Manage all your projects, deliverables, tasks, meetings & reports in one place.
📞 CRM – Track all your leads and never forget to follow-up with a prospect again.
📹 Content Manager – Get serious about content creation and repurpose across multiple platforms.
🤝🏻 Hiring Dash –Manage your entire hiring process without having to pay hundreds of dollars in expensive HR software.
💰Finance Tracker – Manage your finances directly in Notion; notice revenue trends and create budget plans.
👪 Team Management – Automate on and offboarding checklists for both your new hire and internal team.
📚Operating System – Store Goals, KPIs, SOPs, Team Meetings, Issues and much more!
❤️ Lifetime access to all recordings, resources and templates, as well as life-time access to all future updates to the program!
Who is this for?
This is perfect for:
- Service businesses making $100K+ per year who are stuck in client work and want to scale without everything relying on them.
- Small but growing teams (1–10 people) who need systems to support delivery, communication, and team accountability.
- Founders with a full client roster and a predictable sales pipeline, but no time or capacity to take on more.
- Action-takers who want a clear plan, agency-ready templates, and proven systems — without hiring an expensive ops consultant to build it for them.
- People who already use Notion or want to use it as the home base for their business operations.
THIs is not for:
- Businesses still trying to find product-market fit or with inconsistent revenue. (You’ll get more value once your business is stable and predictable.)
- Founders looking for a hands-off fix without making decisions, setting standards, or leading their team.
- People just starting out or freelancing solo with no intention of hiring or growing beyond themselves.
- Employees trying to systemize from the bottom up without decision-making power. (You’ll need buy-in to implement what we teach.)
- Systems implementers looking to repurpose this for clients. (This is licensed for internal business use only.)
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