What we'll do
- I conduct a single 3 hour recorded session with one or more team members of your choosing to document an essential company process workflow and standard operating procedure (SOP). As a result...
What they'll walk away with
A documented Process Workflow Outline - up to two pages
- Crystal clear, formatted, and immediately usable by your team.
A documented SOP Connected with that process - up to two pages
- Crystal clear, formatted, and immediately usable by your team.
A Process Map from your Process Workflow - following the session
- The key components of your workflow outline visualized in a workflow map. (produced by me following our engagement)
Templates, guides, recording + summary notes
- So your team can reuse, train, and reference anytime.
Built-In Refinement Round
- Following our debrief, if anything within the documented scope needs tightening, clarifying, or adjusting, we'll refine it together promptly at no additional cost.
Follow-up debrief zoom call with you and your team (20–30 minutes)
- We review what was created, answer questions, and outline where this can be applied across your company if you choose to move forward.
Actual client experience
"Rick demonstrated a paced approach that was intentional. He provided me with a solution to having processes & procedures that empowered me and our team to make decisions"
Sam Mott - Owner - Wimberley Roofing - Wimberley Texas
Sam Mott, his wife Anna and three children