Retain essential knowledge, delegate with ease, and cut costs with clearly written process workflows.
Problem: Your most trusted employee is about to leave—and you’re terrified.
They’ve been with you for years. They’re the only one who knows how payroll is processed, or how the monthly report gets built, or how that tricky client account is managed. And now they’ve given notice. You panic, realizing there’s no written process, no backup plan—just their memory, full of essential institutional knowledge, about to walk out the door.
Solution: Written workflows retain essential knowledge when employees leave.
Problem: You’re wearing too many hats because no one else can do the work.
You’re the CEO, the sales director, the purchasing department, and the customer service rep—because no one else knows the full picture. Every time you try to delegate, you find yourself rewriting or redoing the work. It feels like no one else can do it right. Not because they’re incapable—because your processes aren’t clear.
Solution: Clear workflows free up your time allowing you to delegate with ease.
Problem: Your team wastes time on avoidable mistakes.
They’re not careless or thoughtless—they just don’t have the right information. Without standardized processes, people work in silos, or miss important steps. Performing unnecessary steps and fixing errors eats up hours every week, and the same problems keep recurring. Everyone’s trying hard—but your systems are failing them.
Solution: Efficient workflows that reflect what actually needs to happen, cut costs.
Capture your workflows in writing, ensure they show what actually needs to happen, and make them easily accessible to everyone on your team.
How We Do That
My method is simple and it works for every type organization.
It includes templates and a framework for efficiently writing, storing, and maintaining your workflows over time.
Because what good are clearly written workflows if you can’t find the one you need, share it with others, or keep it up to date?
❇️ I work with your experts to understand the workflows and integrate existing documentation.
❇️ We identify what needs to be captured and in what sequence, so we are always working on the highest priority workflow.
❇️ We set up a shared workspace on your system, using your existing tools and platform, so you have immediate and ongoing access to all documentation.
❇️ I provide templates to streamline capturing and managing your workflows.
❇️ I minimize disruption to your regular work by meeting online and letting the recording capture the details. After I create a first draft, we complete each workflow collaboratively and asynchronously allowing your team the flexibility to give input according to their availability.
❇️ I streamline the writing process using secure AI tools (never public chatbots), while maintaining the human oversight necessary to ensure the results make sense.
You don’t need to…
Be process-oriented. It helps but isn’t necessary.
That’s my job.
Work in a particular industry. I’ve helped a variety of businesses, non-profits, and academic institutions.
Generate a certain level of revenue. I’ve helped small and multi-million dollar organizations.
Be located near me. Recorded video meetings allow us to focus on gathering the details, without distraction, taking the least amount of your time.
Ready to start work? Not sure if you are ready to start work?
Either way, book a free consultation and let’s talk.
I look forward to learning more about you and your business.
“She was able to draw out information from us that was essential to creating
documented, repeatable procedures.”