Processes
No joke, my former careers in communications and teaching have garnered me such nicknames as Organized Allie, A-Game, and Template Queen.
Maybe I should keep that nerdiness to myself, but hey. I’m a proud Virgo, and being Type-A helps me help you.
I believe that sound processes are essential to any organization. Big or small.
Why? Because:
Processes get everyone on the same page
They make teams more efficient (work smarter, not harder—amirite?)
Formalizing systems quickly highlights gaps, so businesses can find ways to improve
What do you mean by processes?
You’re a soap maker
You’ve honed your signature style and recipe over the last three years. Now, you’re ready to level up and contract someone to help you with production.
How do you extract all of the info from your brain (including all of those hard-to-remember things that are second nature to you), and capture it in operational documentation in order to train that person effectively?
You offer video production services
Business is booming, but you feel like a broken record answering clients’ repetitive questions. Your FAQ page works to a point, but your business functions a bit like a Choose-Your-Own-Adventure novel.
How do you build out a series of email templates that can be adapted for each customer scenario, highlight all the need-to-know info, yet still have a personal touch?
You’re an interior decorator
You’re off to your first conference to represent your biz. Your mission is to network with members of your industry + scope out the competition + engage with potential clients.
How do you build a tool that will capture the pertinent info from each interaction so you can follow up appropriately post-event and even manage relationships beyond?
Maybe you can relate?
I’ve been helping organizations develop processes and streamline systems in agency, corporate, and freelance capacities since 2012.
This consulting service is particularly useful for sole proprietors looking to hire or outsource for the first time ever.
Not surprisingly, processes have many applications in personal life too.
Some common requests
Standard Operating Procedures (SOP)
Step-by-step instructions that help workers carry out complex routine operations
Email Templates
A way to cut time spent on client communications and adapt to various scenarios
Training Guides
Manuals that include a mix of SOP and intangible stuff, like company culture
Custom Tracking Tools
I’ve run the gamut with this one, developing tools in Excel for businesses (and individuals) to track things like: lead nurturing, personal habits (e.g. booze consumption), net worth, relationship building, household spending
What are you waiting for?
I’m now signing clients for systems and process consulting.