Marketing Agency vs. Marketing Consultant: Which is Better for Project Managers?

marketing agency vs marketing consultant

Jaron Soh is Co-founder and COO at Traktion, the platform that makes hiring for growth simpler, agile, and more profitable for businesses.

According to a recent survey by The Digital Project Manager, the two biggest project management challenges of 2020 can be neatly summarised as people problems and project problems.

If that sounds a little vague, let’s get specific. 27% of those surveyed experienced challenges with their project stakeholders (i.e. people), while 24% encountered challenges with budgets and deadlines (you guessed it, project).

Thinking about this within the context of a marketing project, it’s easy to get distracted by those project-related concerns, wondering: “How do I deliver this on time and on budget?”

Well, here’s the thing… In my experience, you’re asking yourself the wrong question.

When it comes to marketing, don’t focus solely on the “how”; make sure you look at the “who”, too.

There’s a people problem to overcome. Ask who you should use to help deliver your marketing project on time and on budget; a solo marketing consultant, or a full-blown marketing agency? To answer that, you need to understand how they differ from one another, and the scenarios in which to use them.

In this Process Street post, we help you do just that. Here we explore:

Ready? Let’s dive in.
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What is a Business Process Consultant? (And How To Find a Good One)

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What do you do if you don’t have the time or know-how to document and improve your processes?

You hire a business process consultant of course!

While we’ve talked endlessly in the past about why processes are important and how to manage your own, hiring a business process consultant lets you reap all the benefits without having to spend an age assessing your organization and talking to every last employee involved.

So, if you want to organize your processes and bring efficiency to your business but don’t have time to do it yourself, read on!

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The Consultant’s Guide to Process Street is Here!

You know how important documented processes are already.

They allow you to repeat successes, avoid recurring failures, and all but eliminate human error from your client’s operations.

Unfortunately, doing this with software like Office 365 is like eating soup with a fork – it’s possible, but far messier and more difficult than it needs to be.

Process Street has been built from scratch with the sole purpose of letting you easily and effectively document, manage, and track your processes, and so it doesn’t suffer from the same problems as the traditional software solutions like Microsoft Word.

With this free guide, you can become a true power user and effectively manage your processes, and even earn extra money by referring your clients.

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Best Process Documentation Software Compared: Office 365 vs Process Street

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You might think that I’m going to say that Process Street is the only bit of process documentation software you’ll need, but you’re wrong.

A craftsman is only as good as their toolkit allows them to be, and thus a consultant can only create business systems effectivel and increase their clients’ efficiency if they know the limits of their tools. Microsoft Word, for example, is good for creating detailed formal documents, but it’s a nightmare to document and track your processes with it.

Hence why today I’ll be going over how to use Process Street with the basics of your toolkit – Word, Excel, and PowerPoint. I’ll also be comparing them a little, as some tasks can be better and more easily achieved by using Process Street, such as:

Basically, we don’t think you have to be some elite business process management hacker to see massive improvements – you just need to know how to use it with the rest of your stack.
process documentation software - elite hacker

Let’s get started.
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8 Example Processes to Guarantee Consistency in Your Business

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“Imitation is the sincerest [form] of flattery” – Charles Caleb Colton

There’s nothing wrong with looking at example processes and learning from what they do – if anything it’s the best way to improve your own business practices.

Plus, after learning the basic and advanced features of Process Street from the first two chapters of our consultant’s guide, looking at how others use the app is a great way to see those features in action.

After all, anyone can run a customer support checklist, but we want to make even creating processes more efficient.

To get your own processes kickstarted, I’m going to highlight 8 example processes (with ready-to-use templates) to boost consistency and efficiency in your business with Process Street. These include:

  • Scheduling a recurring daily routine
  • Tracking your employee onboarding
  • Surveying your email list or clients
  • Automatically managing customer data in Salesforce

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An Introduction to Process Street for Consultants

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Today is the first post in a new series – a guide to help consultants and their clients work with Process Street to boost efficiency and be more productive.

Whether you’re documenting your clients’ business processes, updating their toolkit, or generally improving company tools and practices, Process Street is the easiest way to document and manage both your personal and clients’ workflows.

Over the next seven weeks we’ll go through:

  • An introduction to Process Street for consultants – why you should care, and the core features
  • Advanced features such as process automation and custom share links
  • Common use cases and how best to use Process Street in different forms of consulting
  • The benefits of Process Street as part of your (and your clients’) toolkit
  • How to easily set up and hand off processes to your clients
  • How our partner program works
  • Extra resources to become a true master of efficiency

I’ll even be writing this guide to let you give it to your clients to teach them how to use Process Street. After all, efficiency is the name of the game.

process street consultants - efficiency

So, join me today as we kick off this mega guide for consultants by explaining what Process Street is, what the core features are, and why the hell you should care about it.
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