
Workflow Design & SOPs
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About this service
Summary
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

Make

N8N

Zapier
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