The process that only lives in one person's head is the process that breaks when that person takes a week off.
I turn your messiest recurring process into a written SOP and then build it as a live workflow inside the tool your team already uses, so the steps are not just documented, they are enforced.
WHAT YOU GET
- A working session where I walk through the process with the person who actually runs it
- A written SOP with clear owners, triggers, decision points, timings and quality checks
- The same process built as a live template or workflow in ClickUp, Asana, Monday.com or Notion, with statuses, checklists, due-date logic and automations
- A short handover recording so the team can be trained without you repeating yourself
- One round of revisions after your team has run it once for real
TURNAROUND
4 business days per process.
GOOD PROCESSES TO START WITH
Client onboarding. New hire onboarding. Monthly close. Content or production pipeline. Quote to invoice. Support escalation. Anything that goes wrong the same way every time.
BACKGROUND
MBA with 10 years in business management and operations. ClickUp Certified. ISO Quality Management Systems certified. IASSC Lean Six Sigma certified. Google Project Management Certificate. Trained in the EOS, Scaling Up and Pinnacle operating systems.
Multi-process packages are quoted at a lower rate per process. Tell me how many you need documented and I will scope it properly.