When

Date: July 17, 2025
Time: 11:00 AM - 12:00 PM CST

Agenda

Part 1: SOPs and Workflow Best Practices For EZLynx Agencies

Whether you're just getting started or ready to tighten up your agency’s processes, having clear, well-aligned SOPs and workflows can make all the difference. In this session, we'll lay the groundwork for building efficient, system-centered workflows that stick, starting with what to build, how to prioritize, and how to shape processes that actually support your team inside EZLynx.

EZLynx User Alliance Leaders will explore a practical framework to help you identify what you need a workflow for and why it matters. You’ll hear lessons learned and common missteps from those who’ve been there, along with real-world, tactical ideas to kickstart your workflow documentation process.

Stick around to the end for an exclusive takeaway: our Leaders’ Top 10 SOPs to Get Started—a list of the foundational processes every EZLynx agency should have in place.

And this is just the beginning! In Part 2 on August 6th, we’ll take things further with a deep dive into implementation, covering strategies for team buy-in, keeping your SOPs relevant, auditing their use, and making sure your workflows don’t just sit on a shelf. Check out the details here.

Have specific questions for your fellow users on workflows? Let us know in the comments here!

*Please note that Alliance meetings are for ACN Members only.

Registration

FREE for ALL ACN Members!

The dial-in number and link will be included in the registration confirmation email.

What is an Alliance Meeting?

Member Alliance meetings are virtual gatherings for ACN members of like-personas, designed to promote networking and information sharing across North America. Please note that Alliance meetings are not recorded.

Meeting Contact

ACN Staff
312-321-6833
alliances@appliedclientnetwork.org