Retain essential knowledge,
delegate with ease, and cut costs
with clearly defined process workflows…
Your most trusted employee is about to leave—and you’re terrified.
You’re wearing too many hats because no one else can do the work.
Your team wastes time on avoidable mistakes.
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—just their brain full of essential knowledge, about to walk out the door.
You’re the CEO, the sales director, the purchasing department, and the customer service rep—because no one else understands the details. Every time you try to delegate, you find yourself rewriting or redoing their work. It feels like no one else can do it right. Not because they’re incapable—your processes aren’t clear.
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.
Clearly defined workflows retain essential knowledge when employees leave.
Clearly defined workflows free up your time allowing you to delegate with ease.
Clearly defined and efficient workflows cut costs.
“We’ll make everyone responsible for everything, so nothing will fall through the cracks.”
Actual client statements
Work is more likely to slip through the cracks when “everyone is responsible”.
“Everyone knows what to do, so we don’t have to write it down.”
The actual facts
You don’t really know if people agree on what to do when your workflows are not clearly defined in writing.
“Erin is the most experienced and reliable employee we have and we never worry about them not showing up to work.”
Everyone leaves eventually. And often, without much warning.
It’s time to start running your organization on clearly defined workflows.
How We Do That
My method starts with a framework for efficiently writing, storing, and maintaining your workflows over time.
❇️ I articulate your expert’s knowledge in plain language.
❇️ I work on a space you own, using your existing tools and platform, so you have immediate and ongoing access to all workflows, all the time.
❇️ I streamline capturing and managing your workflows with templates.
❇️ My method minimizes disruption to your regular work. I collaborate with you, allowing your team the flexibility to give input according to their availability.
❇️ I streamline the writing process using secure AI (never public chatbots), while maintaining the human oversight necessary to ensure the results are accurate and make sense.
I work with…
Established for-profits, non-profits, academic institutions.
Who value efficiency.
Employs 2 to 200.
Generating $100K to $50M.
At risk of losing institutional knowledge or struggling to grow.
You don’t need to…
Be process-oriented.
Work in a particular industry.
Be located near me.
Ready to start work? Not sure?
Don’t wait!
Book a free consultation and let’s talk.
“She was able to draw out information from us that was essential to creating
documented, repeatable procedures.”