All offerings
Role Training Programs · The person who keeps the agency organized
Operations Manager Training
Train the person who keeps your agency organized, your team accountable, and your daily operations running smoothly. The goal is simple: give the agency owner more time to focus on growing the business instead of managing daily operations.
Two weeksUp to 4 hours per day, 5 days per weekUp to 40 total training hours
Perfect for agency owners who
- Are hiring their first Operations Manager
- Have multiple VAs or a growing team
- Want someone to manage daily operations
- Want stronger accountability and follow-through
- Want fewer administrative responsibilities
What's included
01
Core training
- Manage daily agency operations
- Track team KPIs and productivity
- Organize calendars, meetings, and schedules
- Follow up on tasks and deadlines
- Coordinate office operations and vendors
- Prepare weekly reports for the agency owner
- Maintain agency documentation and internal processes
- Support onboarding and team communication
02
Lead operations training
Included at no additional cost.
- Upload and organize leads
- Process lead returns
- Track lead vendors
- Maintain accurate lead records
- Prepare the lead tracker
03
Telemarketing team management
- Daily telemarketer activity tracking
- Monthly incentive management
- Telemarketer invoice management
- Call recording reviews and performance coaching
- Telemarketing script management
- Dialer Q&A after Ricochet live training
04
Week one: systems and core operations
- Agency setup
- KPI dashboard
- Task management
- Calendars
- Reporting
- Documentation
- Team communication
05
Week two: daily operations, hands on
- Calendar management
- Task follow-up
- Team scheduling
- Administrative support
- Lead management
- Telemarketing management
- Coaching and final implementation
Outcome
An Operations Manager who can run the day without the owner in the middle of it, with the KPI and accountability systems to prove it is working.