Taking the First Step with a Process Documentation Pilot

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What We'll Do Together

In one live 2 hour working session, I work directly with one or more of your team members to document a real Process Workflow Outline, including all it's components.

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 Process Workflow Outline up to two pages

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

 ✔ A Completed Process Workflow Map 

• The key components of your workflow outline visualized in a workflow map.

 ✔ A list of all SOPs Connected with that Process up to two pages

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

 ✔ A Working Session Recording + Summary Notes 

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

 ✔ Follow-up Debrief (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

• Following our debrief, if anything within the documented scope needs tightening, clarifying, or adjusting, we'll refine it together promptly at no additional cost.

Your Investment: One time fee of $1250

“Companies that prioritize process improvements can achieve 15% to 20% revenue growth over a period of two to three years.”

"Companies that develop a “remarkable” customer service experience reported up to a 100% increase in revenues within a year, 25% higher customer retention rate and 50% more repeat purchases."

Harvard Business Review article titled "The Value of Customer Experience, Quantified" Bain & Company, “Customer Loyalty in the Digital Age,” 2018.