Process Documentation Pilot

---

What We'll Do Together

In one live working session up to 120 minutes, I work directly with one of your team members to document a real process or SOP of your choice — preferably an essential one.

This gives you a firsthand experience of how structured, accurate documentation eliminates confusion, creates operational consistency and paves the way to produce the following outcomes: 

• Preserves critical company knowledge when key employees leave
• Gets new hires productive faster to keep operations running seamlessly & smoothly
• Builds a proper foundation to incorporate AI effectively
• Establishes an “owner hands-off company”
• Optimizes operational efficiency in one or several areas
• Positions your company to scale for accelerated growth
• Prepares your company for sale

What You Receive:

 ✔ A Fully Documented SOP or Workflow 

• Crystal clear, formatted, and immediately usable by your team.

 ✔ A Working Session Recording + Summary Notes 

• So your team can review, train, and reference anytime. 

 ✔ A Debrief & Implementation Roadmap (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. 

✔ A Built-In Refinement Round

• If anything within the documented scope needs tightening, clarifying, or adjusting, I refine it promptly at no additional cost.

Your Investment: One time fee of $625