Systems & SOPs
If a task lives only in your head, it can’t be handed off. I turn the way you work into simple systems and short written steps, so your business runs the same way whether you’re in the office or on vacation.
What’s included
Project boards set up in Asana, Notion or Trello
Client flows built in Dubsado or HoneyBook
Short SOPs for every repeating task, with screenshots
A shared folder structure everyone can find their way in
A quarterly tidy-up of the tools you pay for
A typical week
I pick one process a week, watch how it runs today, write it down and simplify it. You read a one-page version and say yes or change it.
Tools I use for this
Asana, Notion, Trello, Dubsado, HoneyBook, Google Drive and Loom.
In your Friday note
Refund process written and shared
2 h 00
Included in
Partner, or as a one-time project
Most clients combine two or three of these. Your Friday note shows each one, with the time it took.
