⚙️ Business process revamp and SOP documentation

Jody Taylor

Starting at

$

2,000

About this service

Summary

🔥 Are you struggling to meet the demands of your customers? Is your team having issues with project management? Are you getting bad reviews? Perhaps you noticed that your customer engagement process is just plain old shit and needs a revamp. You are looking for clarity... and that my friend is what I love to do! You are here because a specific repetitive business process is either...
🥵 Unstable 🥵 Inconsistent 🥵 Messy 🥵 Getting bad reviews 🥵 Confusing for new hires 🥵 Hard to manage 🥵 Expensive 🥵 Has too many steps 🥵 Not meeting legal/regulatory requirements Mapping out the workflow process in a clear and detailed diagram is essential if you want to maintain consistent performances both from the customer satisfaction side and from the company's internal operations. Every business has its own unique objectives; the customer's needs, the company's goals, the company's resources and third party rules and regulations. Creating a consistent high quality business process to satisfy all of these aspects is super challenging! What do I mean by business process? 🔁 Onboarding/boarding customers 🔁 Onboarding/boarding employees 🔁 Customer service 🔁 Quality control 🔁 Administrative systems 🔁 Customer acquisition workflow 🔁 Email marketing workflow 🚀 That's why I created this tailored custom solution. There is no better way to maximize your system and processes than by custom tailoring it. Everyone wins; the company (and its employee's), the customer and me (because I love helping people run smooth operations!)

FAQs

  • What's the final deliverable format?

    Miro workflow diagram.

  • How long will this take?

    Typically between 5 to 10 business days. It depends on the outcome, resources available and the complexity of the workflow.

  • Why do I need this?

    Something in your business process is not going well. You either know it specifically or you realized intuitively that it could better. This workflow diagram is essential for maintaining consistency and increasing clarity for customers and employees.

  • What do I need prepare?

    Schedule a call and I will make sure I get all the information I need!

What's included

  • 1. Research

    We will discuss in depth including all of the technical details that make up a specific business process! I will analyse your current systems by asking: - What is the current system and process? (and why is it designed this specific way?) - What resources are being deployed? (manpower, tools, budget, etc) - What are the current results? (from the end user) - What are the desired results? (establish goals and KPIs) Once done, we can continue to the rough draft and confirmation phase.

  • 2. Confirmation

    I will create a rough draft of the specific process outlining any new changes to the system. This is where the client is able to revise and tailor any part of the new system to ensure maximum results. We will go through all the details and make sure the client and the company achieve the optimal outcome. Once confirmed by all stakeholders, we can proceed to final documentation and details.

  • 3. Documentation + Walkthrough

    I create the final SOP documentation with all of the technical details. This includes all "IF", "And", "OR" detail flows into the process. I submit the final handover to the client with a video walk through.

Example projects

Management Consulting | Process design & SOP

Duration

1 week

Skills and tools

Business Consultant

Technical Writer

Operations Lead

G Suite

Miro

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