Workflow Design & SOPs

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About this service

Summary

I turn messy, unspoken processes into crystal-clear workflows and SOPs that your team can actually use. With diagrams, templates, and playbooks, I make sure your operations run consistently whether you’re scaling or training new hires. My unique strength is creating SOPs that are simple enough to follow daily, yet robust enough to support growth.

What's included

  • Step-by-step SOPs for recurring tasks (admin, ops, client delivery)

    Clear instructions so your team can execute without confusion.

  • Visual workflow diagrams (in Miro/Canva/Notion)

    Easy-to-understand maps of how work flows through your business.

  • Standardized task management templates (ClickUp, Trello, Notion, Asana)

    Ready-to-use templates for projects, tasks, and daily ops.

  • Process automation recommendations

    Identify what can be automated and suggest the best tools.

  • Knowledge base or playbook creation

    Build a library of processes so anyone can step in and know what to do.

  • QA checklist to reduce errors

    Custom checklists to maintain consistency and quality in delivery.


Skills and tools

Design Systems Specialist

Go High Level

Go High Level

Make

Make

N8N

N8N

Zapier

Zapier

Industries

Artificial Intelligence
Marketing
Fitness & Wellness